Purpose and Features
The Tables Module allows you to create customizable table structures and add fields to save data. This module enables efficiency in directing customer flow in your call center.
Benefits
Dynamic Data Management: Flexible table and field structures enable users to perform customized data management.
Operational Efficiency: Automation and efficiency are enhanced in call center operations.
User-Friendly Design: The module’s interface is easy to use, allowing users of various levels to quickly learn the system.
Strategic Decision Making: Saved data contributes to the analysis of call center operations and strategic decision-making.
Setup
Table Creation
We log in to the System Administrator menu.
We navigate to the System Administrator -> Forms menu.
We navigate to the Tables menu under the Forms menu.
To access the relevant menus in the System Administrator module, the necessary permissions must be assigned to the user in the Access Control List (ACL).
We access the new table creation menu by clicking the New button.
We add the necessary fields to our table and save it.
Adding Data to the Table
To enter data into our table, we navigate to the menu of the table we created and click the View Entries button.
We can enter data into the table we created by clicking the New button.
We can view the data entered into our table from the list.
The data entry capacity for each table is limited to 5.000 entries.
Linking the Table with IVR
From the IVR menu screen, we can add a new step named "Tables Connector" to our existing IVR menu.
In the "Tables Connector" step, we select the "Connector Type".
In the "Read Only" option, we only query the information stored in the table without writing this information into the "Custom Variables" field during the call.
In the Write" option, we query the information stored in the table and write these variables into the "Custom Variables" field of the call.
We add the table we want to use in the Tables menu.
From the "Key Connector" menu, we define which field in our table will be matched with the "Variable" in our call.
In the Variable field, we can add call variables or a variable defined during the call and match it with the "Key Connector".
Result
The Tables Module is designed to enhance the transparency and efficiency of your call center operations. Its features help improve customer experience while reducing operational load.
We wish your operation benefits from this new release and look forward to hearing your feedback!