Configure custom panels

A custom panel displays one or more URLs for external resources. These can be documentation, tools, or other resources. You can configure a panel for a custom URL or a custom links panel containing multiple links. The configuration options for these panel types vary slightly. For example, you can specify link text in the custom links panel.

Configure a panel for a custom URL

You can configure a custom panel containing a URL to an external resource. You can optionally include a navigation bar in the panel. You can also add HTTP headers—for example, for authentication.

To configure a panel for a custom URL, follow these steps:

  1. In the CCAI Platform portal, click Settings > Operations Management. If you don't see the Settings menu, click Menu.

  2. Go to the Agent Desktop pane.

  3. For Custom panel management, click Manage custom panels list. The Custom Panel pane appears.

  4. Click Add custom panel > Custom URL. The Add Custom URL pane appears.

  5. To add a name for the custom panel, do the following:

    1. Click the Select language field, and then click a language for the custom panel name.

    2. In the Enter custom panel name field, enter a name for your panel.

  6. Optional: To add a panel name in a different language, click Add custom panel name, and then repeat these steps with a different language.

  7. If you added the panel name in multiple languages, select the default language.

  8. In the Display URL field, enter the URL for an external resource. You can use variables and functions in the URL.

  9. Select the Display a navigation bar in custom panel checkbox if you want a navigation bar to display with this panel.

  10. To add an HTTP header, do the following:

    1. For HTTP Headers, click Add field.

    2. Enter a key and a value for the HTTP header. You can use variables and functions in the value.

  11. To add another HTTP header, click Add field, and then repeat these steps.

  12. Click Add Custom URL Panel. Your custom panel appears in the Custom Panel list.

You can configure a custom panel that contains a list of links to external resources. This panel can provide agents quick access to resources they need while handling call and chat sessions.

To configure a custom links panel, follow these steps:

  1. In the CCAI Platform portal, click Settings > Operations Management. If you don't see the Settings menu, click Menu.

  2. Go to the Agent Desktop pane.

  3. For Custom panel management, click Manage custom panels list. The Custom Panel pane appears.

  4. Click Add custom panel > Custom Links. The Add Custom Links Panel pane appears.

  5. To add a name for the custom panel, do the following:

    1. Click the Select language field, and then click a language for the custom panel name.

    2. In the Enter custom panel name field, enter a name for your panel.

  6. Optional: To add a panel name in a different language, click Add custom panel name, and then fill out the new row using a different language.

  7. If you added the panel name in multiple languages, select the default language.

  8. To add a link, do the following:

    1. Click Add link. The Add Link pane appears.

    2. In the URL field, enter the URL for an external resource. You can use variables and functions in the URL.

  9. To add link text for the URL, do the following:

    1. Click the Select language field, and then click a language for the link text.

    2. In the Link text field, enter the link text for your link.

  10. Optional: To add link text in a different language, click Add link text, and then fill out the new row using a different language.

  11. If you added link text in multiple languages, select the default language.

  12. For Display link in, specify whether the link opens in a new tab or in the panel.

  13. To add an HTTP header, do the following:

    1. For HTTP Headers, click Add field.

    2. Enter a key and a value for the HTTP header. You can use variables and functions in the value.

  14. To add another HTTP header, click Add field, and then repeat these steps.

  15. Click Add.

  16. Click Add Custom URL Panel. Your custom panel appears in the Custom Panel list.

Variables

You can include the following variables in URLs and HTTP header field values. These variables capture agent, end-user, and session information.

Agent variables

  • {AGENT_ID}: the agent ID

  • {AGENT_CUSTOM_ID}: the agent's custom ID

  • {AGENT_EMAIL}: the agent's email

  • {AGENT_ALIAS}: the agent's alias

End-user variables

  • {UJET_ID}: the end-user ID

  • {ANI}: the end-user's phone number

  • {DEVICE_TYPE}: the device type of the end-user

Session variables

  • {SESSION_TYPE}: the session type

  • {PHONE_NUMBER}: the end-user's phone number

  • {SESSION_ID}: the call ID or chat ID

  • {MENU_PATH}: the URL path to the menu

  • {QUEUE_NAME}: the name of the queue

  • {QUEUE_ID}: the internal queue ID

  • {LANGUAGE}: the queue language

  • {OUTBOUND_PHONE_NUMBER}: the outbound phone number

  • {SUPPORT_PHONE_NUMBER}: the support phone number the end-user is calling

Functions

You can include functions from the following table in URLs and HTTP header field values.

Function Syntax Description
Default value =DEFAULT_VALUE(value_1, value_2) Uses value_1 unless null or empty, then uses value_2.
Concatenation OR =CONCAT_OR(value_1, value_2, value_3) Concatenation of multiple values with OR. Example: value_1 OR value_2 OR value_3.
Concatenation AND =CONCAT_AND(value_1, value_2, value_3) Concatenation of multiple values with AND. Example: value_1 AND value_2 AND value_3.
JSON =JSON({"key_1":"value_1", "key_2":"[value_2]"}) JSON to string. Example: {"key_1":"value_1","key_2":"value_2"}.
JSON array =JSON_ARRAY({"key_1":"value_1"},{"key_2":"value_2"}) JSON array to string. Example: [{"key_1":"value_1"},{"key_2":"value_2"}].