Or perhaps setup assistant or tutorial.
In any case, we have implemented a helping hand concerning teams and field groups, making it easier to attach the correct field groups to the correct teams.
When creating a new team or field group, the user has to complete a series of small steps requiring the user to select the campaigns/users/field groups before saving the team, thus instantly connecting field groups and teams.
The wizard looks like this when you create a new team:
New stuff is happening in the Journey universe, where two new additions have just landed, which can be used when settings up custom integrations.
Use API request responses
When setting up custom integrations, a new tab can be used to configure what we should do with the response to the API request. Or rather, you can configure what values from the response you might want to do something to in the following steps in the journey.
So what can that be used for, you ask? As always, the opportunities are endless. Consider the usual case of using Adversus for, e.g., sales and then transferring the sale to an external order system. If the ordering system replies that shipping will be delayed due to lack of inventory - that lead could immediately be set up with a callback to inform the customer.
So that was a rather contrived example. But silly things, such as calling external weather API to see if it's raining when a lead didn't pick up the phone, and then just immediately close the lead as not interested if it's raining, could also be a thing.
Take it for a spin
The Journey editor has also gotten a new feature that will make it a lot simpler to configure these kinds of custom integrations - it is now possible to test the request while creating it.
This feature requires the user to provide an Adversus ID for a lead/sales/whatever, which is then used to create the test data. We immediately do a test API call, and the response can be viewed in the response tab to see what came back.
We have added some new tooltips to show additional information in some of the overview tables. Maybe you want to see which users are members of a team or which features are associated with a permission group - without going to the settings.
This is an ongoing improvement where we try to make relevant information available without having to click too much around.
The example below is from the permission groups overview, where it is now possible to see which permissions each group has - in one swift glance.
Simply hover the mouse over the Permissions column for the relevant row.
It is now possible to integrate enterprise calendar solutions, e.g., Google Suite or Office 365.
This will ease the process of integrating calendars since you can authorize access to the calendars of your entire company domain in one go instead of adding calendars one by one. Furthermore, you add extra protection to your integration since there is only one entry point for all calendars rather than having an entry point for each calendar domain.
You can now adjust the audio buffer settings for agents' accounts in the app.
You can set the buffer as either off, low, or high. If you disable it, all calls will be in real-time, if you set it as low, there will be a slight delay, and a high audio buffer will cause a longer delay, but improves the audio quality with a not-too-good network connection.
Adjust the setting per user in the user edit or my profile views, or set it for all current and future users in the account settings view.
We have adjusted all views where we list campaigns, leads, users, etc., so that it is now always possible to navigate directly to the campaign/lead/user settings by just clicking on the name on the list.
The context is still important, and here's an example of why:
If you click on a campaign from the settings overview, it will take you directly to edit the campaign, but if you instead click on a campaign from the dialer overview, it will navigate you to the dialer (as previously). This will hopefully save you time on clicking around in the dropdown menus.
The change also affects a few other views where it was already possible to click on rows in a table, e.g., Warehouse. In these cases, you now have to click on the text instead of anywhere on the row. That also means that it is now a lot easier to copy/paste text from such tables.
Analytics
Sales lines can now be filtered by status in Analytics.
Live overview
The live overview now also includes an AMD rate, indicating how many calls have been ended by answering machine detection.
It is now possible to purchase numbers for the area code to which your verified address belongs. This means you can buy numbers directly in the app without having to contact our support team.
We have launched a new feature called "File templates". This will allow you to create documents, such as receipts and order confirmations, and associate them with leads directly in Adversus.
Create a template upon which the document's content is based, and then generate the specific document using Journeys. The created document will be uneditable, which is to ensure you can use it for further documentation.
A public URL is also generated whenever a new document is created. You can insert the URL into a lead field, use it as a merge tag, add it to a note, reference it in an API call, and much more.
We have launched a new design to the Reports module, incorporating a more Warehouse-y look.
You can now find the menu on the right side, where it's still possible to add KPIs, filter, control the settings, and find previously saved reports.
