Using the Interaction Bar
In this lesson, you will learn how to use the Interaction Bar in the Main Window to manage one or more interactions.
This lesson contains the following section:
The Interaction Bar enables you to use a simplified control set to handle one or more interactions without having to make the interaction window active. It also enables you to restore, or bring to the front, any active interaction window.
The Interaction Bar is displayed at the bottom of the Main Window whenever you have one or more active interactions. Each interaction is represented by a control bar. If you are engaged with a contact in more than one simultaneous interaction, such as simultaneous Chat and Voice interactions, both interactions are represented by the same control bar. You can use the control bar to perform basic actions that are specific to the interaction type, such as ending a call.
Lesson: Managing multiple interactions by using the Interaction Bar
- To manage interaction windows and interaction functionality from the Main Window.
- You are logged in to Workspace (see Lesson: Logging in to Workspace).
- You are handling one or more interactions.
- You are using the Main Window view.
- Active interactions are displayed in the Interaction Bar at the bottom of the Main Window (see the Main Window displaying the Interaction Bar at the bottom figure). Interactions are "docked" in the Interaction Bar. The interactions appear as boxes that are identified by a name, number, or other contact information, as well as an icon that represents the interaction type (for example: voice, chat, or e-mail).
Click the control bar for an interaction to give it the focus. All other open interactions are collapsed to the Interaction Bar.Entries in the Interaction Bar flash (or blink) when specific events occur that might require your immediate attention. Chat, SMS Session, and IM interactions flash when a new message is received.
If you place your mouse pointer over an interaction in the Interaction Bar, a tooltip is displayed that summarizes the content or the attached data for the interaction. The tooltip also includes a summary of all the interactions that are involved in this thread, as well as any consultation interactions that are related to the interaction.
- If you click another interaction box, it becomes active and changes color, and controls are displayed (see the Main Window, displaying an active e-mail interaction in the Interaction Bar figure).
- To control the interaction from the Interaction Bar, click the interaction box, and then use the controls. Different controls are available for different interaction types (see the Interaction Bar interaction boxes by type table). Refer to the interaction-specific chapters of the Workspace User's Guide and the Workspace 8.5 Help for information about the functionality of each control.
- Each interaction can be displayed in any of the following three modes:
ImportantYour administrator has the option to specify which modes are available for each channel. For example, if you are an e-mail-only agent, you might be enabled to use only the pinned mode; if you are a voice-only agent, you might be enabled to use only the floating mode.
- Collapsed to the Interaction Bar
Click the small colored bar on the left of the interaction control to toggle between pinned mode and floating mode. Each interaction can be set to pinned or floating mode independently.
- Pinned mode — the interaction view is displayed in the Main View below the Interaction Bar, and all other views, such as My Channels, are hidden. Contact view and Response view are accessible.
- Floating mode — the interaction view is displayed as a small view that is attached to the bottom of the Interaction Bar. If other interactions are currently open in pinned mode or if one the workspace views, such as My Channels is currently displayed, they will appear dimmed behind the floating interaction view.