Timeline (Contact)

1. Description

The chronology of communications with the contact is displayed here (Fig. 1).

Timeline tab.png
Fig. 1. Timeline tab

1.1. Top Menu

The top menu displays the following:

  • period for which the data is displayed (Fig. 2(1));

  • filters by communication types in the form of checkboxes (Fig. 2(2)):

    • Screenshot 2024-09-12 141332.png — calls;

    • Screenshot 2024-09-12 141438.png — chats;

    • Screenshot 2024-09-12 141427.png — emails.
      The number of entries of this communication type is indicated in brackets;

  • button Collapse all — collapses data by days (Fig. 2(3)).

Top Menu.png
Fig. 2. Top Menu

1.2. Communication history

The entries are displayed by days.

If you click on the date of the month, the list of communications that were with this Contact on this day is minimised/expanded.

1.2.1. Calls

Screenshot 2024-09-12 144825.png — outbound call;

Screenshot 2024-09-12 145254.png — inbound call;

Screenshot 2024-09-12 172721.png — missed call;

Screenshot 2024-09-12 145346.png — call transfer to another Agent;

Screenshot 2024-09-12 145951.png — number of Agents to which the call was transferred;

Screenshot 2024-09-12 150101.png — when clicked, the list of records opens and the icon changes to Screenshot 2024-09-12 150237.png.

It consists of the following elements:

  • Play/Pause button (Fig. 3(1));

  • File playback track (Fig. 3(2));

  • File playback volume control tool (Fig. 3(3));

  • Settings button — used to set the file playback speed (Fig. 3(4));

  • File download tool (Fig. 3(5));

  • Close button (Fig. 3(6)).

Screenshot 2024-09-12 152919.png — transcription of the record. Clicking the icon opens the Transcription modal window (Fig. 4).

image-20240916-082903.png — downloads the transcription file;

The table consists of these columns:

  • Time — indicates the time interval in which the phrase was spoken. The count is in milliseconds, where 0 is the beginning of the conversation;

  • Channel — indicates by whom the phrase was spoken;

  • Text the phrase that was spoken.

Screenshot 2024-09-12 155831.png — opens the Call info page for this call in the History application.

1.2.2. Chats

Screenshot 2024-09-12 161114.png — chat with a contact (Fig. 5);

Screenshot 2024-09-12 144056.png — opens entry details.

Screenshot 2024-09-12 161720.png — message from the Contact;

Screenshot 2024-09-12 162122.png — message from the Agent;

Screenshot 2024-09-12 161745.png — a message from a chatbot.

If the message is long, pressing Screenshot 2024-09-12 164703.png expands the message.

Attached files in a message, depending on the format, are divided into:

Screenshot 2024-09-12 165101.png — pictures;

Screenshot 2024-09-12 165137.png — audio;

Screenshot 2024-09-12 165233.png — video.

Screenshot 2024-09-12 165259.png — end of communication

1.2.3. Emails

image-20241002-113700.png — inbound email from the Contact;

image-20241002-113635.png — outbound email;

image-20240912-141523.png — expands the message body.

If the email contains attached files, the file name will be displayed along with an icon depending on the file type (Fig. 6). Clicking on the file name opens the file in a new tab.

image-20241002-114748.png — image;

image-20241002-114221.png — audio files;

image-20241002-114243.png — video files;

image-20241002-114045.png — other file types (zip, docx, xlsx, pdf).

Screenshot 2024-09-12 171517.png — unfolds the body of the message.