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Introduction

This step by step guide is meant to assist end users in creating a wallboard configuration.

Prerequisites

The user need to have access to the following information either by creating it by them self if their Telepo system is configured to allow creation of API tickets.

  • A Telepo organization domain. Ex: my-domain.com
  • An user that is from the same domain, the user must have access to the queues that the wallboard should present. Ex: ted.jacksson
    The user must also be in a user group that has the ACD Supervisor role granted 
  • An end user API ticket from Telepo with the following right granted [ACD/attendant queues] [Queue statistics] [User info] [Contact search]

Create a wallboard

  1. Go to setup page - The URL will vary between Service Providers

  2. Enter the domain in the first input box
     
    If the domain has not been granted a sufficient number of queue licenses an error message is shown and a system administrator must reconfigure the domains configuration.

  3. Enter the user id, its important that the user belongs to the domain and that he ticket was created under this user account.

  4. Enter the Telepo end user API ticket token. Ex: 1234.abcdefghijklmopqrst
    The ticket will be encrypted so once the wallboard has been created the original Telepo API ticket token will not be retrievable by the user.
    This is due to security reasons since the same token could be used to access the Telepo APIs directly. So keep the token in a safe place and do not share it with unauthorized users.

  5. Click in the Load available queues button
     

  6. All available queues for the ticket are now presented in a list with check boxes
     

  7. Check one or multiple and click on Create board to open a wallboard with the selected queues.

  8. A wallboard is now created and you can start to configure it to visualize the data in a way that suits your needs.
     
    The content varies depending on the number of queues the wallboard contains. The more queues the less information per queue is presented due to screen space limitations. Note that is possible to have multiple browser tabs open simultaneous with different queues and configurations.

Use and configure wallboards

Once a wallboard has been created there are many ways to customize and configure it to match your needs. The following sections describes each of the available options.

Open the wallboard in full screen mode

Click on the expand icon in the top left corner (the icon in the middle) to expand the application into full screen mode. Full screen mode can also be toggled by using the browsers shortcut key. Usually F11.

Configure warning threshold levels

A wallboard can be configured to show warnings (yellow, orange and red) for queued calls, free agents and logged in agents. These threshold values can be configured per wallboard and can be changed at any given time.
To configure the warning levels click om the cog wheel icon at the top left corner to open the configuration page. The different warnings are set by checking the checkbox and setting a integer value.
Click OK to apply the warning levels or Cancel to discard any changes. 

Queue warnings - Signal a warning level when the current number of calls in the queue is greater or equal to a defined value.
Agents free warnings - Signals a warning level when the current number of free agents (available, logged in and not currently in a call) is less or equal to a defined value.
Agents logged warnings - Signals a warning level when the current number of logged agents (available and logged in) is less or equal to a defined value.

 



Add/remove/reorder queues on an existing wallboard

Once a wallboard is created queues can be added, reordered or removed from it by opening the configuration page (cog wheel icon) and clicking on Add queues to wallboard, Remove board or Move to the Left/right 
 

Configure visible items on the wallboard

By going to the configuration page the visible information can be changed on the current wallboard by toggle the check boxes under the Visible information section


Change widget content

Change the size of wallboard items to fit your use cases

Share a wallboard configuration with others

Log in/log out agents directly from a wallboard

Change the display name of a queue




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