Agent Guidance Core User Guide

Please email support@creovai.com for omissions or errors.
×
Menu
Search
 
   
   
   
 

Navigation Toolbar

 
The navigation toolbar appears at the top of the screen once a Campaign is launched.
 
All toolbar button functions are described below. Most of the buttons' visibility and availability can be controlled by using a Toolbar Button Field, or the associated Helper Functions.
 
Navigation Toolbar
 
 
1

Home

1. Home
 
Move to the Start Page of the Workflow.
 
2

Back

2. Back
 
Move back to the last visited Page.
 
3

Forward

3. Forward
 
If the User has already used the Back toolbar button, then the Forward toolbar button will allow them to move forward through their Page history.
 
4

Last

4. Last
 
Move to the Penultimate Page of the Workflow (usually where they can select an outcome and close the Workflow).
 
5

FAQs

5. FAQs
 
Click to view Frequently Asked Questions help panel. When this button is clicked, any configured FAQs for the current Workflow will open in a dialog box.
 
6

Record History

6. Record History
 
Click to view the history of the record, showing the history of individual record runs and the associated agents for each.