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Please note that, by default, only users with “administrator” “Administrator” role can access the Campaign Configuration. |
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Access the Channels section and assign one or more channels (previously configured in Sagicc), incoming or outgoing, to the campaign so that the interactions and tickets created from these channels are grouped in the same campaign. Click on “Assign Channel” and you will see the list of available channels to assign. Select the required channels to add them to the list, or use the “Remove “button to remove a specific channel from the list.
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Access the “Agents” section and assign users with the agent role who will be able to manage and attend to each of the channels from the campaign. In the section, click on the “Assign Agent” button to select the agents who will be associated with the campaign. Then, in the table, check and/or uncheck the enabled channels for each of the agents. Verify the selected information and click on “Save” to modify the campaign's configuration.
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Remember that users with the "Agent" role have limited access to tickets, determined by the settings established for the campaign. They will only be able to view, access, and receive assignments for tickets generated exclusively through the incoming channels defined in this section. Similarly, their communication with customers will be limited to the outgoing channels preconfigured for the campaign. |
Supervisors
Access the “Supervisors” section and assign one or more users with supervisor role to the campaign, who will be responsible for the supervision tasks of the campaign (monitoring agents' status, generating reports for the campaign, etc.). Click on “Assign Supervisor” and you will see the list of available supervisors to assign. Select the required users to add them to the list, or use the “Remove” button to remove a specific user from the list.
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To import an account file into the campaign, select the "Import Accounts" option by clicking the button located at the top of the "Accounts" section. A dialog box will then open, allowing you to select and upload the Excel file containing the account information to be imported. Be sure to follow the recommendations provided by Sagicc to import the accounts correctly.
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How to import accounts correctly?
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Name: This is the title of the tab within the ticket view.
URL: This is the web address or URL that contains the content to be displayed on the tab. This URL must have HTTPS protocol enabled to display its content within Sagicc.
Icon: This is the icon that will be displayed next to the tab title within the ticket view. You can select any of the icons from the following library: https://mui.com/material-ui/material-icons/
Height (pixels): This is the height or size in pixels that the tab will have within the ticket view.
Enabled: Shows/hides the tab within the ticket view.
Verify the selected information and click on “Save” to modify the campaign settings. The new tab will be visible in all campaign tickets, displaying the content of the specified URL.
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