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Workflow Forms are utilized to collect data about a call based on what the user inputs through the Presence module. To set up the CRM Module for use with your Workflow Forms in the Presence module follow the steps listed below.
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How to Update User Settings
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Workflow Conditions are objects that reroute a call in the Call Flow tool, utilizing Workflow Condition Configurations, based on Workflow Tag current values. In Call Flow these can be used in production environments to reroute calls to certain agents, certain ring groups, different IVRs or any other Call Flow object.
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Conditional operators are used in Workflows to perform operations.
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Last Updated: 12/17/2019
in Administration System SettingsAccess and install the latest Kerauno version.
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The Departments menu allows the System Administrator to create departments within the Kerauno system. Departments are used to mimic a typical business structure, where a group of employees are considered a department and that department is assigned a manager.
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How to Add an Announcement
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The Music on Hold menu is where System Administrators can upload customized music/announcements and also manage exactly what callers are hearing while on hold.
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How to Add a New User
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When this field is included in the Workflow Form, a button containing the provided label will populate within the form during an active call in the CRM module in the Presence Dashboard. This button gives you the ability to link multiple forms together and maintain the information from previous forms in future forms.