Email in Edge Agent
Email contacts are in Edge Agent handled as any other type of media when it comes to routing options, assistance, re-queueing etc. Some email specialities are:
- In waiting lists, hover the contact title to preview the email text.
- Email contacts picked from waiting-lists are always auto accepted.
- Set your own email signature via client settings, as described in CallGuide Agent default settings.
- Your email correspondence can be reviewed in Interactions in Edge Agent
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Microsoft Internet Explorer 11 does not support necessary security policies. To avert any malicious content, in e.g. linked images, use any other web browser when working with email in Edge Agent .
Handle the email content
When the contact is accepted the email content is opened in a separate part of the contact card.
- By From you see the name of the sender. Click the expand arrow to see any other recipients.
- The number of attachments is seen to the right of the date. To open an attachment, click the associated icon below the email text. If your browser does not recognise the attachment's file type you get the option to save it to disc. Download all gathers all attachments to a zip-file.
- Images are, for security reasons, not displayed. To see images, click the ...Display images link.
- You can copy any parts of the email content via the browser's right click menu.
- HTML-links can be opened in a new browser tab. Press Ctrl and click the link.
- Any number after the contact details at the very top is the amount of times the contact has been placed in queue.
Reply - compose your answer
Reply button, and its attached menu , offers several choices. The most common options are also available as links in the writing area.
- Click Reply to set up a reply to the origin sender.
- Click the menu to see which other options are available.
- Reply all.
- Forward. Includes the original mail content, any attachments and information about forwarding agent, i.e. you.
- Reply to agent. In mail forwarded within CallGuide the address field is pre-filled with the name of the agent last handling the email.
- Reply to original sender. In a mail forwarded to you, the original sender address will be pre-filled, although not for mail sent from Facebook.
You can change Subject and Copy addresses via the links to the right.
The following applies when you write an answer.
- The content of the received mail is always included in your reply, in plain text. Delete it if you do not need it.
- Add a picture to your email text by drag and drop.
- To include attachments, click on the clip and select your file from disc. If you regret the action, hover the added attachment’s icon and click on to remove it.
- To see more of e.g. the contact handling area you can hide both the incoming content and the editor part of the email card.
- You may be able to use spell check and quick texts, as described in Use Quick texts #.
End the email contact
If another agent is to continue handling the contact, you can re-queue the email, including any initiated reply text, using Assistance to find the agent, followed by To queue.
Both Discard and Send will still keep the original email open, i.e. you can send multiple replies on the same mail.
Use End to end the contact and Close terminate wrap-up and close the email card.