Home | Help GuidesPrint and shareUnity Admin Portal Table of contents Unity Admin Portal Overview Sign In Details Overview Automatic Assignment Branding Portal User Accounts History Log   Unity Admin Portal Overview The Unity admin portal is organized into two key areas: Group: This section houses all the information needed for your unity products and allows you to configure user … Read More

Home | Help GuidesPrint and shareUnity Browser-enabled Call Center Desktop Help GuideTable of contents Introducing Unity System Requirements Web Browser Requirements Internet & Firewall BroadSoft Platform Requirements Connecting using XSI Optional Services Initial Setup Unity Web Client Interface Overview Resizing Unity Show Remote Party Phone Number Override Contact Name Using Number Summary Toast Notification Browser Integration Through Call Detail Popup … Read More

Home | Help GuidesPrint and shareUnity Browser-enabled Call Center Desktop Quick Start GuideTable of contents Sign In The Interface Main interface elements My Status Contacts Call Logs Call Control Place and Answer Calls Transferring a Call Starting a Conference Call Ending a Conference Call Managing Multiple Calls Busy Lamp Field Monitored User States Drag and Drop Calling Call Pickup Instant … Read More

Home | Help GuidesPrint and shareUnitiy Dashboard Tabular & Graphical Help GuideTable of contents About Unity Dashboard Key Features System Requirements Internet & Firewall Initial Setup Introduction Installation Folder Confirm Installation Installation Progress Installation Complete Launch Unity Getting Started Entering Login Details Entering Connection Details About Settings Authentication Network Display and Statistic Settings Configuring Service Levels Home Page User Groups … Read More

Home | Help GuidesPrint and shareUnity Dashboard Statistics ExplanationTable of contents ACD Queue Statistics Agent/User Statistics   ACD Queue Statistics Statistic Explanation Inbound Calls Inbound ACD calls into the call center. Answered Calls Calls to the queue that were answered by an Agent. Calls in Queue Calls currently in the queue. Longest Wait Time The longest wait time for any … Read More

Home | Help GuidesPrint and shareUnity Dashboard Graphical LayoutsTable of contents Unity Dashboard Graphical Layouts Tiles Badges Half Gauge Full Gauge Charts Dashboard Layout 1 Dashboard Layout 2 Dashboard Layout 3 Dashboard Layout 4 Dashboard Layout 5 Dashboard Layout 6 Dashboard Layout 7 Dashboard Layout 8 Dashboard Layout 9 Dashboard Layout 10 Dashboard Layout 11 Dashboard Layout 12 Dashboard Layout … Read More

Home | Help GuidesPrint and shareUnity Dashboard Tabular & Graphical Quick Start GuideTable of contents Login to Unity Dashboard User Groups Display Templates Tabular templates Add/Edit Display Template Selecting Statistics Configuring Thresholds Graphical templates Add/Edit Display Template Selecting from the layout pre-sets Data source Configuring the statistics Thresholds Creating News Dashboard   Login to Unity Dashboard To monitor Call Center … Read More

Home | Help GuidesPrint and shareUnity CRM Integration – Zoho CRM Table of contents Introduction Configuring Zoho CRM Integration Unity CRM Functionality Troubleshooting   Introduction This functionality relies on a CRM Integration license being assigned to the user, as shown below. Unity seamlessly integrates with Zoho CRM to facilitate contact lookup and “popping” for inbound and outbound calls, searching for … Read More