Configuring metadata for contact center integrations
Setting the contact center metadata to specific user groups
To set the contact center metadata to a specific user group please follow the instructions below:
Step 1 Select 'Administration/Metadata Templates'
Step 2 Select the desired metadata template
Step 3 At the Group Association add the desired groups to the right column and the selected group member will be able to use the metadata fields.
Step 4 Hit the 'Save' button
Adding of contact center metadata fields to the call layouts
Add fields to the default call list layout
To add these fields to the default search layout follow the instructions bellow:
Step 1 Select 'Administration/Default Call List Layout'
Step 2 Select the fields what you want to add to the default layout by checking the check boxes
Step 3 Adding them to the right column
Step 4 Hit the 'Save' button
Add fields to user's search layout
If the metadata template is added to the user's group the user is able to use the metadata fields as a search filter.
To add these fields to the user's search layout follow the instructions bellow:
Step 1 Go to 'Search' page
Step 2 On the top right corner of search result you can find a gear icon click on it
Step 3 Add the 3 fields by selecting them and adding to the right column
Step 4 Hit the 'Save' button
Use metadata fields for search filtering
These fields can be used as a search filter parameter in the 'Search' page of Verba
Setting the search filter follow the next steps:
Step 1 On the Search page you can find the search criteria panel
Step 2 Open the 'Metadata Fields' drop down on the panel
Step 3 Hit the '+' button
Step 4 You can select from the metadata fields which are provided by the metadata template