This article will guide you on how to manage the Client Locations from the Video Service Desk Admin dashboard.
What is a Client Location? #
Client Location is the location from where the customer calls originate.
It could be an actual physical location from where the customers are calling using a link or by signing in. Or it could be a specific page from your website where a widget is added.
Multiple Client Locations can be used to route calls based on agent skills to different teams or people. If you do not need agent skill based call routing, you can create a default generic location called Website or Office (as applicable).
Example 1
Create Home Page as a location to route calls from Home Page to Sales team automatically.
Create User Dashboard as a location to route calls coming from User Dashboard to Customer Support team.
Create API Docs as a location to route calls to Tech Support team.
Example 2
You are a company with multiple branches in different countries. Take New York and Mumbai as examples. Answering New York calls need American Accent as a skill.
So you can create New York and Mumbai as two Client Locations.
Create Client Location #
Login to the Video Service Desk dashboard as an admin. Go to Clients tab from the left side menu.
Under the
Locationscolumn, click on the location count (round icon).
To create a location, select
Create Client Locationon the top right corner.
In the
Locationstab fill the following:Location Name: Custom name of the call origin location e.g.
Website,Office,Home Page,Dashboard,Mumbai,New YorkCall Dialing Message: The message which appears just after a customer submits the contact form.
Callback Custom Message: The message that appears when no agents are available to take calls for this location.
Add the
Skillsneeded to attend calls from this location. Click here to know more about skills.
Add
Addressfor this specific location (optional).
After adding all the details click
Save.
Edit Client Location #
Login to the Video Service Desk dashboard as an admin. Go to Clients tab from the left side menu.
Under the
Locationscolumn, click on the location count (round icon).Click on the
Editbutton.
Delete Client Location #
As of now, deleting a client location is not possible.
