Results (354)
18.2.4. Prompt Template Library and Prompt Ideas
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output: "Ticket not given". Please ensure the feedback is clear and concise, with no additional text beyond the required information. Extra Steps Replace ‘XYZ’ with the expected format of your business’s tickets Results Rating: 10 Reasoning: 001579 Top Keywords
7. Account Settings Tab
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This is a tab found within the Natterbox Lighting app called Account Settings or you can search for it in the app launcher: It can only be accessed by users with Natterbox administrative permissions and it holds settings for the
24.4. Router
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accuracy and relevance of the assistant's responses. Example: First, using information in , explain in no more than 2 sentences about the conference Structure Your Prompt Break down expected behavior into steps: Step 1: Summarize the conference using in no
10. Call Logs and Recordings
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In the tab 'Call Logs and Recordings' you can search and listen to call recordings. Here you can filter by date range, Natterbox User or a specific phone number. If the call recording has a voice recording you will see
General Admin FAQs
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This means that customer engagement is higher and they are more willing to talk to the agent. Also resulting in higher conversion rates. Here is how to set this up: First, you need to generate the web to lead
12.2.5. Reporting by Team or Department
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Sometimes the fields From/To Group is not appropriate for your reporting needs. You might want to filter on users based on their Salesforce team / role / profile / department / or another custom field. To do this, you will need to create
15.11. Quick Case Creation
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How to Enable and Configure Quick Case Open the Natterbox Call Centre Configuration. Click Edit next to the call centre that this feature is to be applied to. Navigate to the bottom of the page to the Quick Case section
22.1.2. Consent Keywords
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The Natterbox Keywords area allows you to manage which phrases, words, or strings can be configured and what action they will perform. A good example of this is that you may have the word “UNSUBSCRIBE” which acts as an Opt
Ideas Hub Stages
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We have established several stages to help you understand where an idea is on its journey to becoming a product or feature. Proposed - A community member has suggested an idea, but the product team has not yet evaluated it. Please
21.2. Troubleshooting PCI
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Why can’t I launch a payment session from Freedom? For inbound calls, an administrator will need to confirm with Natterbox that the dialled number has been correctly provisioned as being PCI compliant, without this the option to take payments
Natterbox Security Overview
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Natterbox Security Overview   V1.0 14 May 2024 Introduction Natterbox facilitates better, more aligned business conversations. We’re passionate about the value of talking to another person, but recognize that, too often, unintuitive technology or insufficient information gets in the
4.2. Availability States
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Whether you are adding an availability state to a new profile or an existing state, the steps are the same. There are also 2 main ways to configure a state; an available state and an unavailable state. An Unavailable State
12. Reporting with Natterbox
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Natterbox uses Salesforce's own reporting engine so if you know Salesforce reports, Natterbox reporting is going to be a lot easier. Here are the main report types that you will use (depending on the Natterbox features you use) and
Ideas Hub Overview
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Discover the power of collaboration with the Ideas Hub! This space is dedicated to Natterbox users, customers, partners, and employees, inviting you to share your innovative ideas and suggestions. Your contributions are vital to enhancing Natterbox's functionality and driving
US SMS Toll Free Changes
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What is changing? Effective November 8, 2023 the Natterbox SMS functionality in Routing Policies will be having a restriction added for Toll Free SMS requiring a verification process. This is in line with US regulation on messaging from unverified numbers
Service Cloud Voice (SCV) & Service Cloud Reports
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Specific version update information:  SCV packages prior to version 1.195 must be first uninstalled before upgrading. Please contact Natterbox Support to aid in this. V1.202 https://login.salesforce.com/packaging/installPackage.apexp?p0=04tRz000004f54fIAA Fixes to various cases
Australian Consumer Law
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ADDITIONAL CLAUSES FOR AUSTRALIAN CLIENTS with contracts less than AUD Forty thousand (40,000) Governing Law. The Uniform Computer Information Transactions Act (“UCITA”) will not apply to this Agreement regardless of when and how it is adopted, enacted and further
Spring 2023
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strategy This functionality was removed as we identified no Active Users using these types of Dial Lists on the platform. Will my existing Dial Lists be affected? Your existing Dial Lists will be updated to the following criteria: If you
17.1.3. Notify App
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Id/Record Dropdown list: all of the available recipients within the type of target selected are listed. Listed in alphabetical order, default is whichever target is first in the list. Select the specific target. Post Text Blank text field** Enter
14.4.2. Running a Wallboard
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In order to use a wallboard and see how it will look for users, click on the .+ This will load the wallboard into a new tab, and it will appear as the read-only view. Note:  when using the Wallboards