Configuring Scripts

Want to learn how to customize your Scripts? Learn more below!

Configuring Scripts

Using Configuration Options, you can adjust the functionality of your Scripts.

To view Configuration Options, first navigate to Scripts. Next, create or edit a Script to view the following:

Note: Changes made to Scripts will be saved automatically.

Script Name

The Script Name will appear on your Profile Tabs for Agents to refer to when handling a call.

Quick Tip: We recommend choosing something short and easy for your Agents to understand.

Display Restrictions

Using the Display Restrictions drop-down menu, you can restrict a Script to only appear on specific Campaigns, or to Users in specific Folders by selecting them in the menu.

Note: If you want a Script to appear for all Campaigns and Users, do not select any Campaigns or Users Folders here.

Formatting Options

Using Formatting Options, you can change the appearance of the text in the Script Body and add formatting, links and images.

Available options:

BoldApply bold to text.
ItalicApply italics to text.
UnderlineApply underline to text.
StrikethroughApply strikethrough to text.
Align LeftAlign text to left.
Align CenterAlign text to center.
Align RightAlign text to right.
JustifyJustify text.
Decrease IndentDecrease the indent of text.
Increase IndentIncrease the indent of text.
SubscriptUse subscript text style.
SuperscriptUse superscript text style.
UndoUndo the last change.
RedoRedo the last undo.
Numbered ListInsert a numbered list.
Bulleted ListInsert a bulleted list.
Horizontal LineInsert a horizontal line.
TableInsert a table.
StylesUse pre-formatted inline and block text styles.
FormatUse text formats such as headers.
FontSelect from a variety of fonts.
SizeSelect a text size.
Text ColorSelect a text color.
Background ColorSelect a background color.
Remove FormattingRemove formatting from selected text.
ImageInsert an image.
Asset Manager ImagesUpload images in bulk to create an image gallery to choose from later.
Add LinkAdd a HTML link.
Remove LinkRemove a HTML link.
Edit Source CodeEdit the HTML Source Code.
Maximize WindowEnlarge the Script Body to fill the entire screen.

Script Body

The Script Body is the text your Agents will see when they view the Script. You can type or paste your text here and modify it using Formatting Options.

Quick Tip: Using Variables, you can customize your Script with data from your CRM Fields. Learn more about Variables here.

Did you find it helpful? Yes No

Send feedback
Sorry we couldn't be helpful. Help us improve this article with your feedback.