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Home Screen

When you first log into CX Builder you see the Home screen.

CX Builder Tabs

At the top of your screen, you see tabs for:

  • Home—the Home screen that you see when you log in.
  • CX Builder screen.
  • CX Analytics—displays the CX Analytics screen. For help with CX Analytics, see CX Analytics Help.
  • Campaign— (if your account includes this feature) moving the mouse over this displays a drop-down menu with SMS and Voice links to access the SMS interface and the Outbound Contact Manager interface respectively.
  • App Library—(if your account includes this feature) provides access to the Marketplace feature and certified Cloud Apps.
  •  ?—provides direct access to CX Builder Help, CX Analytics Help, and the Customer Care Portal.

Note: Tabs may differ between users, depending on the features you have enabled on your account. Contact your administrator if you need information about your account.

Left Side of the Screen

You see the following areas:

  • Today's Calls—an overview of today's calls. Clicking the Today's Calls link takes you to the Call History Report screen. See the CX Analytics Help.
  • Voice Sites—with a list of sites recently updated. Clicking this link takes you to the Voice Sites screen.

Note: Some users may also see a Recordings section with a list of recordings. Clicking the link takes you to the Voicemail/mailboxes screen.

Right Side of the Screen

You see a section for Reports, CX Builder, and Account. On the screen, click any of the links under each heading to be taken to the respective screen.

  • Reports—see CX Analytics Help
    • Call History Report (Today)
    • Call Analyzer Report (Today)
  • CX Builder
  • Account
    • Add, Delete, Assign Phone Numbers—provides access to the Account screen which in turn provides links to the following:
      • The Phone Numbers screen in which the administrator and users (who have a CX Builder account) can add, delete and assign phone numbers.
      • The Account Settings screen in which the administrator and users can view their account settings, change their pin, password, and security question/answer.
      • The User Account Management screen in which the administrator can add, edit or delete a user or resend a password if the user has forgotten it.(Administrator account only.)
      • The API Key Management screen in which the administrator can distribute API keys securely to users of CX Builder APIs. (Administrator account only.)
      Note: The administrator is the person assigned to the CX Builder account and may also be the ACD administrator as specified on the ACD Page. For more information about the differences between a CX Builder administrator and a CX Builder user, see Getting Started with CX Builder.
    • Edit Account Settings—takes you to the Account Settings screen.


Upper Right Corner of the Screen

In the upper right corner of your screen, you will select your Language from a drop-down menu, and then when you hover over your login name, a drop-down menu appears with the following:

  • Account Settings— takes you to the Account screen.
  • Notification Center—takes you to the Notification Center to view any notifications sent to all CX Builder users.
  • Get Support— takes you to the Knowledge Base screen, which provides links to documentation and customer care.
  • Logout— logs you out of CX Builder.
This page was last modified on August 31, 2017, at 12:42.

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