Agent for Service Cloud Voice

This overview is for agents. If you're an administrator, see Agent for SCV for Administrators.

Agent for Service Cloud Voice (SCV) 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.

User Interface

An active call in Agent for SCV, with the contact's info, the duration, call controls, and an End Call button.

New Tab

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.

Phone Tab

Displays the calls that you are handling, whether active or on hold. Each listed call has these call controls:

Icon Details
Raise
Icon of a flag.

Raise a flag to ask your supervisor for help. You must indicate why you need help in the Message field. Your supervisor can send notes back.
Add User
Icon of a person with a plus sign in the bottom right.

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 click KeypadIcon of nine squares. and dial a phone number to add to your call.

The Address Book in Agent for SCV, with a search box and a list of agents and skills.
Hold
Icon of two parallel vertical lines.
 Place the contact on hold.
Resume
Icon of a white triangle inside a blue box.
 Resume a call you've put on hold.
Record
icon of a gray circle.
 Record the call.
Mute
Icon of a microphone with a slash through it.
 Mute your microphone so that the contact cannot hear you.

Blind Transfer

Icon of phone with arrow coming out.

Transfer the call. You are not placed in a conference; the call is directly transferred to the other party.
New Call
Icon of phone with arrow coming out.
 Start a consult.
Keypad
Icon of nine squares.
 Open a keypad to enter a phone number.
Merge
Icon of two lines converging into one.
 If you have an active call and a call on hold, you can combine the two calls together to make a conference call.
Swap
Icon of two arrows, one pointing up and one pointing down.
 If you have an active call and a call on hold, you can switch between the two.

End Call
A red bar with the icon of a phone with a line through it and the words End Call

 End the voice interaction.

Some of these call controls may not be visible to you, depending on how your administrator has configured Agent for SCV.

Sentiment Analysis

You can view turn-by-turn sentimentClosed Overall mood or result of the interaction as determined by analysis of words, phrases, and context of the transcript. to identify moments when a contact isn't satisfied. Face icons represent the overall sentiment of the contact throughout the interaction: Positive, Negative, Neutral, or Mixed.

You can also access call recordings from previous conversations.

Transfer Details Pop-up

When another agent transfers a call to you, you're prompted to accept the call. After you accept a transferred call, the details of the call automatically pops up on your screen. The pop-up includes the following information:

  • The contact's phone number.

  • The name of the original agent who received the call.

  • The time that the call started, was accepted, and when it ended for the previous agent.

  • Any notes that the previous agent made during the call.

  • Any custom fields that your Administrator adds in Layout. Examples of custom fields that can be populated by Agent for SCV include:

    • Add caller

    • Merge

    • Transfer scenario