Navigation Basics

What you see when you first log in will depend on your user type:

Users who only have permission to view the Agent Desktop will be taken there on first login.
System administrators will be taken to the Users, Groups & Licences module on first login.
Non-agent users may set their home page to a page of their choosing.

Note that when your focus is set to the Scripting window and you're not within an interaction window, pressing CTRL+F will bring down the Scripting Search window that allows you to instantly jump to a Workflow or Campaign.

Main Menu Toolbar

The main menu toolbar appears at the top of every Scripting screen. Depending on where you are in the application, a context sensitive sub menu may also be displayed.

Selecting the menu icon will display the Main Menu in full.

Module Menu

Displays the menu for the module you are currently viewing. The example above shows the Users, Groups and Licences module - the default starting point for system administrators when first connecting.

	Expand or collapse a sub-menu
	Add a module item, in the example shown above, you could add a user or a group.
	Import item into the module from an external source
	Refresh Scripting licence data from the configured source.

Tour

This button is displayed where a Tour is available for the current module to help new users.

Search Scripting

Search within the Scripting application for the given text. See further detail in the Quick Access Panel description.

Set Home Page

Set the current view as your home page. When the Home button is clicked the user will return to the home page marked using this button. If the marked home page is no longer available, the user will be redirected to the Desktop.

Pin Main Menu Toolbar

Toggle the main menu toolbar between autohide and pinned. When hidden the toolbar will appear as a contrasting ribbon at the top the screen. Hover your mouse over this and the toolbar will reappear until the mouse is moved off again.

Agent Messaging

Send and receive agent messages - depends on settings for the currently logged on user.

User Settings

Configure your personal Desktop preferences, including tips and tours, desktop tab URLs, timezones and more. See Your Settings.