Quick Start

• Understanding User Roles and Permissions
• Creating a User
• Unlocking a User
• Deleting a User
• Downloading the Agent Desktop Native Application as an Administrator
• Understanding and Navigating the Monitor Tab
• Creating an Agent
• Activating an Agent
• Unlocking an Agent
• Assigning Services to an Agent
• Changing an Agent's Password
• Deleting an Agent
• Routing Calls to Agents
• Assigning an Agent to an Agent Team
• Assigning Skills to an Agent
• Understanding LiveVox Services
• Copying a Service
• Moving a Service
• Renaming a Service
• Deleting a Service
• The LiveVox Quick Connect (QC) Service
• Configuring the LiveVox Quick Connect (QC) Service
• Associating Phone Numbers with a Service
• Configuring Client-Level Service Settings
• Understanding Service-Level Configuration Options
• Creating a Service Group
• Using Subnet IP for Added Security
• Routing an Inbound Call
• Creating a Message and Assigning the Message to a Service
• Technical Specifications and Requirements
• LiveVox Minimum Agent and User Requirements