Handle SMS Interactions in MAX

MAX supports these SMS channelsClosed A way for contacts to interact with agents or bots. A channel can be voice, email, chat, social media, and so on. for texting interactions:

If you're not sure which channel your organization uses, ask your supervisor.

SMS Messaging

SMS Messaging is a native SMS channel. It allows you to handle inbound and outbound SMS interactions through the MAX SMS workspace. Upcoming interactions through this channel are counted in the SMS queue.

SMS Workspace

SMS Messaging contacts are handled in the SMS workspace panels within MAX. To open the SMS workspace, click SMS Icon of a smartphone. on the left.

The SMS workspace does not support sending or receiving multimedia attachments, such as videos or images.

Element Details
Action Buttons

Transfer—Transfer the contact to another agent.

Launch—Access custom links configured by your administrator or create a new commitment.

End—End the interaction.

More History

Displays past SMS conversations with the contact. This may help you understand the context of a message.

Text Entry

This area displays:

Contact Elevation

When you click the phone icon icon of a phone, you elevateClosed In a dynamic delivery environment, the ability to switch a contact from one channel to another in the same session to better serve the contact's needs. For example, elevating a chat contact to a voice call. the interaction to a phone call. A text box lets you type the phone number to call. A drop-down field lets you choose the phone skillClosed Used to automate delivery of interactions based on agent skills, abilities, and knowledge you want to use to place the call. Click Call to complete the elevation.

When you click the email icon icon of an envelope, you elevate the interaction to email. Standard email fields let you supply an email address, subject, and body for the email. You can also:

  • Add attachments
  • Format the body text
  • Add CC or BCC contacts
  • Use quick replies

Inbound/Manual Outbound SMS

CXone Inbound/Manual Outbound SMS allows you to handle incoming SMS. It relies on work itemClosed Customizable method of delivering contacts to an agent via Studio scripts. routing for contact delivery. Interactions are delivered in a pop-up.

If your organization allows it, you can send and receive images. Images must be 600 KB or smaller and in one of these supported formats: BMP, PNG, GIF, or JPG. This feature is only available for U.S.-based phone numbers.