Adding a Widget to a Configuration

The following describes how to add a widget to an Agent configuration.

The types of widget added to configuration determine the level of licence needed to operate that configuration.

Permission to modify configurations is controlled at an organisational level, meaning it can be granted independently to your organisation, the Customer that owns the configuration, and the Reseller responsible for that Customer, as applicable.

Implementation

  1. Access the list of configurations for the intended Customer.
  1. Launch the intended configuration.
  1. Click Enter Design Mode.
  2. Click Whole Config Properties. This will open the Properties page for the configuration. On the left-hand side of this page you will see a hierarchy of all current widgets.
  3. Click the Add Another Widget option for where you'd like the widget to appear, which can be either the main window or a tab strip.

    You can add a new tab strip here if needed, as explained in Adding a Tab Strip.

  4. On the right-hand side of the page, locate the intended widget.

    The widgets listed here are sorted according to the type of licence required to operate them.

  5. Click Add This Widget. The page will update, and the new widget will be selected, presenting you with its General tab.
  1. Type a suitable Widget Title.
  1. Click Save Changes to confirm creation of the widget.
  2. Repeat this process until you have all the widgets you need.
  3. Click Return to Cxp Agent Experience.

    You should ensure each new widget is appropriately sized, positioned, and styled to fit in with the rest of the configuration. This can be done after adding each new widget, if you prefer.

  4. When you've finished making changes to the configuration, click Exit Design Mode. It is now safe to close the current window or tab and return to the Admin portal.