Customization Tasks

Set Audio and Video Notifications

In Agent for Salesforce, you can enable audio and visual alerts for new agent messages, new contacts, chat messages, and email messages, or when a call or chat gets disconnected.

A/V Notifications can only be set for Chrome, Firefox, Edge Chromium, and Safari browsers. These are not available in Internet Explorer or Edge Legacy browsers.

The Options window in Agent for Salesforce, showing Audio and Visual settings.
  1. Click Options (indicated by the list icon) located in the footer of the agent.

  2. Click the Edit button.

  3. Select the alert to turn the notification on or off.

  4. If using the integrated softphoneClosed A software program for making telephone calls over the Internet using a computer instead of a telephone., move the slider to adjust the volume for phone calls.

  5. Click Save.

Submit Feedback

If you experience an issue with Agent for Salesforce, you can report it using the feedback feature. Your contact center manager can access the feedback through NICE CXone.

The Submit Feedback window in Agent for Salesforce, with drop-downs for Category and Priority, and a Comments text box.

  1. Click Options (indicated by the list icon) located in the footer of the agent.

  2. Under Submit Feedback, click the Form button.

  3. Choose the Category that most closely matches the issue you are experiencing and then select a Priority. You can type additional information in the Comments field.

    When you are done, click Submit.