Agent Guidance Core User Guide

Please email support@creovai.com for omissions or errors.
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  • Modules

Modules

 
The Modules are found in the main menu, which is accessed by clicking the menu icon at the top-left on the top toolbar:
 
 
 
In the expanded menu, you can move between Modules quickly and easily. Hover over a Module to view the Sections for that Module:
 
Modules
 
 
1

Desktop

1. Desktop
 
The Desktop Module contains the Desktop itself, which is the only element of Agent Guidance that most agent Users will be able to see.
 
2

Campaigns

2. Campaigns
 
The Campaign Module allows you to create, manage and import Campaigns for Workflows to be mapped to.
 
3

Design

3. Design
 
The Design Module allows you to create, manage and import the Workflows that the agents will use.
 
4

Admin

4. Admin
 
The Admin Module provides access to a variety of settings relating to Agent Guidance, and its configuration and management.
 
5

Users, Groups & Licences

5. Users, Groups & Licences
 
The Users, Groups & Licences Module allows the creation and management of Users and Groups, and the assignment of licence parts.
 
6

Reporting

6. Reporting
 
The Reporting Module allows the configuration of Data Extracts to transport data from Agent Guidance to an external location, and the Report Schedules to automate this.
 
7

Support

7. Support
 
The Support Module contains information about the Agent Guidance version, and also contains a link to the Creovai support portal.
 

The contents of Modules

Desktop Module
Campaigns Module
Design Module
Admin Module
Users, Groups & Licences Module
Reporting Module
Support Module