This overview is for agents. If you're an administrator, see Agent for SCV for Administrators.
Agent for SCV (Agent for Service Cloud Voice) is part of the Omni-Channel widget in Salesforce. It adds a Phone tab to the widget, where you can handle calls. Other types of contacts, such as chats or emails, are handled in Salesforce.
When you handle a call, Salesforce automatically creates a task for it. The task includes basic information like the call time and date, contact data, and so on. You can connect the task to other items in Salesforce like opportunities or cases.
If you do not see the Phone tab in your Omni-Channel widget, contact your manager or administrator.
Allows you access to other types of contacts, like chats and emails.
My Work Tab
Lists all of the contacts you've handled that day. This includes contacts for all channels, not only phone contacts. You can click an item to open the relevant information in Salesforce.
Displays the calls that you are handling, whether active or on hold. Each listed call has these call controls:
||Mute your microphone so that the contact cannot hear you.|
|Records the call, which you may need to do to comply with organizational policies. You cannot stop a recording once it has started. The recording continues until the contact is disconnected.|
Open the address book to search for skills or other agents who are logged in. Hover over any item in the list and click Call to add another user to your call.
You can also open the Keypad to dial a phone number to add to your call.
|Transfer the call. This will not be a conferenced call, you will not wait for the call to be connected on the other side. Once you click the Blind Transfer icon, the call is gone from your agent console.|
Open a keypad to enter a phone number.
||If you have an active call and a call on hold, you can combine the two calls together to make a conference call.|
||If you have an active call and a call on hold, you can switch between the two.|
|If you require assistance from a supervisor, you can flag the interaction to notify them. You can send notes with the flag and the supervisor can send notes back.|
||Place the contact on hold while you handle other contacts.|
||If you have a call on hold, you can make the call active again.|
||End the call.|
Some of these call controls may not be visible to you, depending on how your administrator has configured Agent for SCV.