View table: UITab

Jump to: navigation, search

Table structure:

  • uiheading - Text
  • uiimage - File
  • uigif - String
  • uivideo - String
  • uitext - Wikitext
  • uitextwide - Wikitext
  • uialignment - String
  • uianchor - String

This table has 50 rows altogether.

Page uiheading uiimage uigif uivideo uitext uitextwide uialignment uianchor
DES/Current/Designer/GetStarted Actions toolbar
des_actions_toolbar.png
 No Many of the resource pages in Designer have an Actions toolbar. The action items on the toolbar will vary based on the resource page you are viewing. For more information, see Actions toolbar. Horizontal actions
DES/Current/Designer/GetStarted Application flow
des_uioverview_appflow.png
 No Provides the main area to build your application by adding blocks. For more information, see Using the blocks. Horizontal
DES/Current/Designer/GetStarted Application toolbar
des_uioverview_toolbar_02.png
 No Provides buttons for common actions. Click Settings to set global settings for your application. Click Save Flow to save and validate your application, or click Publish to save and validate your application and prepare it for use by routing engines. Click Build to create and manage the builds associated with the application. Horizontal
DES/Current/Designer/GetStarted Block properties
des_uioverview_block.png
 No Displays all properties exposed by a block and provides assistance to set them: Horizontal
DES/Current/Designer/GetStarted Help pane
des_uioverview_help.png
 No Displays help information for the selected block. Horizontal
DES/Current/Designer/GetStarted Navigation bar
des_uioverview_navbar_02.png
 No Provides one-click access to Applications, Shared Modules, Media Resources, Digital Resources, Speech Grammars, and Business Controls objects. Horizontal Navbar
DES/Current/Designer/GetStarted Palette
des_uioverview_palette.png
 No Provides all available blocks that you can use in your application, sorted by functional grouping. Horizontal
DES/Current/Designer/GetStarted Quick filters
des_ui_quick_filters.png
 No This toolbar enables you to filter a list of resource items by selecting one or more filters that are associated with tags. The list then refreshes to show only those items that match the selected filters. For more information, see Using the Quick Filters. Horizontal
DES/Current/Designer/GetStarted Workspace toolbar
des_workspace_toolbar.png
 No Provides buttons for common actions. Click your user name to log off. Click the settings icon to view or modify the global Caching settings for certain resources and to toggle certain Features. Click the Help icon to access the Designer Help. Horizontal
Draft:AppStudio/Current/UserGuide/GetStarted Marketplace
App studio marketplace.PNG
 No Marketplace is the repository where Genesys applications are saved for a quick start with existing modules. You can clone modules from the existing list, but can’t create a new module in the Marketplace.
  • Select the module that must be cloned and click Clone.
 Horizontal market
Draft:AppStudio/Current/UserGuide/GetStarted Modules
app studio modulesUI.png
 No Modules are discrete units of functionality. Each module is a collection of settings to achieve a specific task or a function.
  • To create a new module, click Create.

Refer the Modules section to learn more.


Horizontal mod
Draft:AppStudio/Current/UserGuide/GetStarted Navigation tabs
App studio navigation bar.PNG
 No App Studio contains two navigation tabs on the Main Toolbar - Modules tab and Marketplace tab. It provides one-click access to the Modules tab and the Marketplace tab. Horizontal navbar
Draft:AppStudio/Current/UserGuide/GetStarted User Menu
App studio workspace bar.PNG
 No Main toolbar provides buttons for common access that includes Notifications, Login, and Help.
  • To view the list of notifications, click the Notifications icon.
  • User menu indicates the name of the currently logged in user. To view the following drop-down options, click the User menu.
    • About dialog box
    • Feedback dialog box
    • Logout
  • To access the App Studio help, click the Help icon.



 Horizontal workbar
Draft:DES/Current/Designer/GetStarted Actions toolbar
des_actions_toolbar.png
 No Many of the resource pages in Designer have an Actions toolbar. The action items on the toolbar will vary based on the resource page you are viewing. For more information, see Actions toolbar. Horizontal actions
Draft:DES/Current/Designer/GetStarted Application flow
des_uioverview_appflow.png
 No Provides the main area to build your application by adding blocks. For more information, see Using the blocks. Horizontal
Draft:DES/Current/Designer/GetStarted Application toolbar
des_uioverview_toolbar_02.png
 No Provides buttons for common actions. Click Settings to set global settings for your application. Click Save Flow to save and validate your application, or click Publish to save and validate your application and prepare it for use by routing engines. Click Build to create and manage the builds associated with the application. Horizontal
Draft:DES/Current/Designer/GetStarted Block properties
des_uioverview_block.png
 No Displays all properties exposed by a block and provides assistance to set them: Horizontal
Draft:DES/Current/Designer/GetStarted Help pane
des_uioverview_help.png
 No Displays help information for the selected block. Horizontal
Draft:DES/Current/Designer/GetStarted Navigation bar
des_uioverview_navbar_02.png
 No Provides one-click access to Applications, Shared Modules, Media Resources, Digital Resources, Speech Grammars, and Business Controls objects. Horizontal Navbar
Draft:DES/Current/Designer/GetStarted Palette
des_uioverview_palette.png
 No Provides all available blocks that you can use in your application, sorted by functional grouping. Horizontal
Draft:DES/Current/Designer/GetStarted Quick filters
des_ui_quick_filters.png
 No This toolbar enables you to filter a list of resource items by selecting one or more filters that are associated with tags. The list then refreshes to show only those items that match the selected filters. For more information, see Using the Quick Filters. Horizontal
Draft:DES/Current/Designer/GetStarted Workspace toolbar
des_workspace_toolbar.png
 No Provides buttons for common actions. Click your user name to log off. Click the settings icon to view or modify the global Caching settings for certain resources and to toggle certain Features. Click the Help icon to access the Designer Help. Horizontal
Draft:PEC-AS/Current/ManageCC/Getting started Agent Groups
AgentGroups_March2021.png
 No (Click image to expand)

These are the options and tasks specific to agent groups. These are applied to the agent groups and the agents within those groups. Many of these tasks and options can be changed at the User level, however.

Horizontal
Draft:PEC-AS/Current/ManageCC/Getting started Audit
Audit_March2021.png
 No (Click image to expand)

This is where you'll go to view and manage logs. See View audit trail.

Horizontal
Draft:PEC-AS/Current/ManageCC/Getting started Contact Center Settings
ContactCenterSettings_March2021.png
 No (Click image to expand)

These are the options and tasks that, once enabled, are applied to the global contact center, meaning all agent groups and users within those groups. Some of these tasks and options, however, can be changed at the agent group or user level, or both. See Agent desktop settings overview.

Horizontal
Draft:PEC-AS/Current/ManageCC/Getting started Data Tools
DataTools_March2021.png
 No (Click image to expand)

This is where you'll go when you want to use Bulk import to import a file containing a group of agents or contacts.

Horizontal
Draft:PEC-AS/Current/ManageCC/Getting started Transactions
Transactions_March2021.png
 No (Click image to expand)

Go to this tab to handle business attribute overrides. See Transactions.

Horizontal
Draft:PEC-AS/Current/ManageCC/Getting started Users
Users_March2021.png
 No (Click image to expand)

These are the options and tasks specific to individual users (agents, mainly). Key tasks include:

Horizontal
Draft:PEC-OU/Current/CXContact/GetStarted Analytics tab
CXC_AnalyticsTab.png
 No Use the Analytics tab to build custom Outbound reports. Horizontal
Draft:PEC-OU/Current/CXContact/GetStarted Campaigns tab No 297982995 Use the Campaigns tab to handle all tasks related to the configuration and management of campaigns, including:
  • Set up and manage dialing profiles, campaign templates, and campaign groups.
  • Define call treatments.
  • View campaign statistics in real-time.
 Horizontal
Draft:PEC-OU/Current/CXContact/GetStarted Compliance tab No 298056646 Use the Compliance tab to:
  • Restrict contact attempts to records within a contact list and import or manage contact suppression lists.
  • Permit contact attempts to records within a contact list and import or manage consent lists.
  • Search for entries in contact suppression lists and consent lists.
 Horizontal
Draft:PEC-OU/Current/CXContact/GetStarted Lists tab No 298053202 Use the Lists tab to create and work with contact lists. Key capabilities include the following:
  • apply upload rules to a list
  • create list automation jobs
  • create list labeling schemas
  • create data mapping schemas
 Horizontal
Draft:PEC-OU/Current/CXContact/GetStarted Partitions No Use the Partitions list, to select a partition to define where new outbound objects (for example, campaigns, lists, and so on) are stored. For more information, see the Partitions section in the Settings page.

The Partitions list is located on the right side of the menu. Click to enlarge the image. Partitions.pngSee also, Partition-based Access Controls.

Horizontal
Draft:PEC-OU/Current/CXContact/GetStarted Settings tab
CXC_SettingsTab.png
 No Use the Settings tab to apply or manage the following global application settings:
  • General
  • Pacing
  • Security
 Horizontal
Draft:PEC-REP/Current/RPRT/GetStarted Navigating in Genesys CX Insights
HRGCXINavigateSearch.png
 No 439920994 As you browse in Genesys CX Insights, clickable breadcrumbs appear at the top and bottom of the page:
Shared Reports > CX Insights > Business Results

Click any word in the breadcrumb to return to that folder.

The following folders are the most commonly-used:

  • Shared Reports—Reports and dashboards stored in the Shared Reports are available to other users (access rights permitting).
  • My Reports—Reports stored in your private folders, such as My Reports, are visible only to you. This folder is visible only to users who have sufficient permissions to edit or save reports.

If you're not sure what folder or report name to look for, use the search feature to find all relevant reports:

  1. At the top of the page, click the magnifying glass to open the search window.
  2. Select a folder in which to search, enter a search term, and press Enter (or click the magnifying glass). For example, choose the Shared Reports folder, and search for Callback.
  3. For more powerful search options, click Refine.
    Advanced search options appear, which you can use to refine your search based on various criteria, such as object type, owner, date, or description.
 Horizontal
Draft:PEC-REP/Current/RPRT/GetStarted Run reports
HRGCXIOpenAReport.png
 No 229633305 To view a report that is populated with your data, ?'"`UNIQ--nowiki-00000014-QINU`"'?) the report.
  1. On the Genesys Portal, click Reporting GCXI on the All Apps or User tab.
  2. If a page appears where you can select a server, choose the server on which to view reports. You probably have only one server, but if more than one appears and you are not sure which one to select, contact your administrator.
  3. If prompted, enter your user name and password.
  4. The Genesys CX Insights page appears. Click Shared Reports > CX Insights.
  5. Reports are divided into subfolders based on function; select a subfolder, for example Business Results.
  6. From the listed reports and dashboards, either double-click, or right-click and choose Run. For example, Business Metrics Executive Report. The prompts for that report appear.
  7. Select a date or date range, and optionally make selections for other prompts.
  8. Click Run Report (or Run Dossier, for a dashboard).
    The report appears. You can filter, drill, and otherwise interact with many report values.
 Horizontal
PEC-AS/Current/ManageCC/Getting started Agent Groups
AgentGroups_March2021.png
 No (Click image to expand)

These are the options and tasks specific to agent groups. These are applied to the agent groups and the agents within those groups. Many of these tasks and options can be changed at the User level, however.

Horizontal
PEC-AS/Current/ManageCC/Getting started Audit
Audit_March2021.png
 No (Click image to expand)

This is where you'll go to view and manage logs. See View audit trail.

Horizontal
PEC-AS/Current/ManageCC/Getting started Contact Center Settings
ContactCenterSettings_March2021.png
 No (Click image to expand)

These are the options and tasks that, once enabled, are applied to the global contact center, meaning all agent groups and users within those groups. Some of these tasks and options, however, can be changed at the agent group or user level, or both. See Agent desktop settings overview.

Horizontal
PEC-AS/Current/ManageCC/Getting started Data Tools
DataTools_March2021.png
 No (Click image to expand)

This is where you'll go when you want to use Bulk import to import a file containing a group of agents or contacts.

Horizontal
PEC-AS/Current/ManageCC/Getting started Transactions
Transactions_March2021.png
 No (Click image to expand)

Go to this tab to handle business attribute overrides. See Transactions.

Horizontal
PEC-AS/Current/ManageCC/Getting started Users
Users_March2021.png
 No (Click image to expand)

These are the options and tasks specific to individual users (agents, mainly). Key tasks include:

Horizontal
PEC-OU/Current/CXContact/GetStarted Analytics tab
CXC_AnalyticsTab.png
 No Use the Analytics tab to build custom Outbound reports. Horizontal
PEC-OU/Current/CXContact/GetStarted Campaigns tab No 297982995 Use the Campaigns tab to handle all tasks related to the configuration and management of campaigns, including:
  • Set up and manage dialing profiles, campaign templates, and campaign groups.
  • Define call treatments.
  • View campaign statistics in real-time.
 Horizontal
PEC-OU/Current/CXContact/GetStarted Compliance tab No 298056646 Use the Compliance tab to:
  • Restrict contact attempts to records within a contact list and import or manage contact suppression lists.
  • Permit contact attempts to records within a contact list and import or manage consent lists.
  • Search for entries in contact suppression lists and consent lists.
 Horizontal
PEC-OU/Current/CXContact/GetStarted Lists tab No 298053202 Use the Lists tab to create and work with contact lists. Key capabilities include the following:
  • apply upload rules to a list
  • create list automation jobs
  • create list labeling schemas
  • create data mapping schemas
 Horizontal
PEC-OU/Current/CXContact/GetStarted Partitions No Use the Partitions list, to select a partition to define where new outbound objects (for example, campaigns, lists, and so on) are stored. For more information, see the Partitions section in the Settings page.

The Partitions list is located on the right side of the menu. Click to enlarge the image. Partitions.pngSee also, Partition-based Access Controls.

Horizontal
PEC-OU/Current/CXContact/GetStarted Settings tab
CXC_SettingsTab.png
 No Use the Settings tab to apply or manage the following global application settings:
  • General
  • Pacing
  • Security
 Horizontal
PEC-REP/Current/RPRT/GetStarted Navigating in Genesys CX Insights
HRGCXINavigateSearch.png
 No 439920994 As you browse in Genesys CX Insights, clickable breadcrumbs appear at the top and bottom of the page:
Shared Reports > CX Insights > Business Results

Click any word in the breadcrumb to return to that folder.

The following folders are the most commonly-used:

  • Shared Reports—Reports and dashboards stored in the Shared Reports are available to other users (access rights permitting).
  • My Reports—Reports stored in your private folders, such as My Reports, are visible only to you. This folder is visible only to users who have sufficient permissions to edit or save reports.

If you're not sure what folder or report name to look for, use the search feature to find all relevant reports:

  1. At the top of the page, click the magnifying glass to open the search window.
  2. Select a folder in which to search, enter a search term, and press Enter (or click the magnifying glass). For example, choose the Shared Reports folder, and search for Callback.
  3. For more powerful search options, click Refine.
    Advanced search options appear, which you can use to refine your search based on various criteria, such as object type, owner, date, or description.
 Horizontal
PEC-REP/Current/RPRT/GetStarted Run reports
HRGCXIOpenAReport.png
 No 229633305 To view a report that is populated with your data, ?'"`UNIQ--nowiki-00000014-QINU`"'?) the report.
  1. On the Genesys Portal, click Reporting GCXI on the All Apps or User tab.
  2. If a page appears where you can select a server, choose the server on which to view reports. You probably have only one server, but if more than one appears and you are not sure which one to select, contact your administrator.
  3. If prompted, enter your user name and password.
  4. The Genesys CX Insights page appears. Click Shared Reports > CX Insights.
  5. Reports are divided into subfolders based on function; select a subfolder, for example Business Results.
  6. From the listed reports and dashboards, either double-click, or right-click and choose Run. For example, Business Metrics Executive Report. The prompts for that report appear.
  7. Select a date or date range, and optionally make selections for other prompts.
  8. Click Run Report (or Run Dossier, for a dashboard).
    The report appears. You can filter, drill, and otherwise interact with many report values.
 Horizontal
Retrieved from "https://all.docs.genesys.com/Special:CargoTables/UITab (2024-04-26 00:54:38)"