• Recording
    • Audio Recording
      • Custom Lookups
        • Adding Custom Lookup Entries
        • Editing Custom Lookup Entries
        • Deleting Custom Lookup Entries
        • Importing Multiple Custom Lookup Entries
        • Custom Lookup List Reference
    • Screen Recording
      • Adding Mapped Workstations
      • Editing Mapped Workstations
      • Removing Mapped Workstations
      • Importing Workstations
      • Installing the Screen Recording Client
      • inContact Screen Recording Client Settings Reference
      • Silent Installation Reference
      • Workstations List Reference
      • Troubleshooting
        • Verifying the inContact Screen Recording Client Connection
        • Verifying the inContact Screen Recording Client is Running
        • Obtaining inContact Screen Recording Client Logs
    • Recording Playback
      • Playing a Recording
      • Customizing the Call List
      • Customizing the Web Player
      • Call List Reference
      • Call List Settings Reference
      • Web Player Reference
      • Finding Recordings
        • Filtering the Call List
        • Saving a Filter
        • Using My Filters
        • Editing My Filters
        • Creating a Default Filter
        • Deleting My Filters
        • Creating Categories
        • Using the Tag Cloud
        • Filter Reference
        • Quick Filters Reference
      • Working with Recordings
        • Applying a Manual Blackout to a Recording
        • Flagging a Recording
        • Creating External Bookmarks
        • Creating Internal Bookmarks
        • Editing Bookmarks
        • Deleting Bookmarks
        • Categorizing Recordings
        • Changing Archive Options for a Recording
        • Finding Call Segments
        • Editing a Recording's Metadata
        • Deleting a Recording
        • Exporting a Recording
        • Exporting the Call List
        • Deleting a Recording File Mask
        • Copying a Recording Link
        • Viewing Completed Evaluations for a Recording
        • Viewing Completed Surveys for a Recording
    • File Retention
      • Creating File Retention Actions
      • Editing File Retention Actions
      • Deleting File Retention Actions
      • File Retention Action List Reference
      • Edit File Retention Action Reference
    • Recording Schedules
      • Copying Recording Schedules
      • Creating Custom Recording Schedules
      • Creating Recording Schedules Based on Number of Calls
      • Creating Recording Schedules for a Period of Time
      • Deleting Recording Schedules
      • Editing Recording Schedules
      • Finding Recording Schedules
      • Schedule Query Reference
      • New Schedule Reference
  • Quality Management
    • Forms
      • Creating QA Evaluation Forms
        • Create a QA Evaluation Form
        • Import QA Evaluation Forms
        • Adding a Question
        • Adding a Response
        • Add Groups to QA Evaluation Forms
        • QA Form Editor Reference
      • View QA Evaluation Forms
      • Edit QA Evaluation Forms
      • Enable QA Evaluation Forms
      • Disable QA Evaluation Forms
      • Export QA Evaluation Forms
      • QA Forms Listing Reference
    • Evaluations
      • Evaluating a Call
      • Evaluating an Agent
      • Viewing Completed or In-Progress Evaluations
      • Saving a Search Criteria Set
      • Using Saved Search Criteria Sets
      • Removing a Saved Search Criteria Set
      • Completing an In-Progress Evaluation
      • Editing a QA Evaluation
      • Deleting a QA Evaluation
      • Agent Forms Listing Reference
      • Perform QA Reference
      • Search QA Evaluation Reference
      • Calibration
        • Performing Calibration Evaluations
      • Agent Self-Evaluation
    • Arbitration and Review
      • Acknowledging a QA Evaluation
      • Questioning a QA Evaluation
      • Disputing a QA Evaluation
      • Viewing QA Acknowledgments
      • Responding to a Questioned Evaluation
      • Responding to a Disputed QA Evaluation
      • Search QA Acknowledgments Reference
    • Achievements
      • Adding Achievement Types
      • Uploading a Custom Icon
      • Editing Achievement Types
      • Viewing Achievement Types
      • Awarding an Ad Hoc Achievement
      • Viewing Awarded Achievements
      • Viewing an Agent's Achievement Details
      • Deleting an Agent's Awarded Achievements
      • Add Achievement Type Reference
      • Achievement Types Reference
      • Awarded Achievements Reference
      • Agent Achievements Detail Reference
    • Content Library
      • Creating Content Library Categories
      • Editing Content Library Categories
      • Deleting Content Library Categories
      • Adding an Item to the Content Library
      • Editing Items in the Content Library
      • Deleting Items from the Content Library
      • Accessing Items in the Content Library
      • Viewing Content Acknowledgments
      • Viewing the Agent Group List
      • Viewing the Agent List
      • Content Library Reference
      • Add Content Reference
      • Content Categories Reference
      • Search Content Acknowledgments Reference
  • inContact WFO Administration
    • Using the inContact WFO Web Portal
      • Logging In To The inContact WFO Web Portal
      • Changing Your Password
      • Using the Forgot Password Feature
      • Web Portal Reference
      • Dashboards
        • Creating Dashboards
        • Deleting Dashboards
        • Viewing Dashboards
        • Editing Dashboards
        • Dashboard List Reference
      • Assignment Inbox
        • Viewing Your Assignment Inbox
        • Assignment Inbox Reference
    • Roles and Permissions
      • Creating Roles
      • Editing Roles
      • Editing Role Assignments for Multiple Users
      • Copying Roles
      • Deleting Roles
      • New Role Reference
      • Roles Reference
      • Assigning Roles Reference
    • Users and Groups
      • inContact Groups
        • Creating an inContact Group
        • Adding Agents to inContact Groups
        • Removing Agents from inContact Groups
        • Editing inContact Groups
        • Deleting inContact Groups
        • inContact Groups Reference
      • Hosted Users Overview
      • Configuring Users for Recording
      • Searching for Users
      • Editing Users
      • Locking a User Account
      • Unlocking a User Account
      • Deactivating Users
      • Exporting Users
      • New User Reference
      • Users Reference
    • Server and Site
      • Environmental Requirements
      • Server Requirements
      • PC Requirements
      • Server Management
    • Configuration and Settings
      • Configuring Terminology
      • Terminology Settings Reference
      • Mail Settings Reference
      • Configuring Web Portal Settings
      • Web Portal Settings Reference
      • Security Settings Reference
      • Web Server Settings Reference
      • Custom Extensions Reference
      • Services
        • Live Info Broker Settings Reference
        • Logger Settings Reference
        • Scheduling Service Settings Reference
        • Server Settings Reference
        • Service Bus Proxy Settings Reference
        • Transcoder Settings Reference
        • Web Media Server Settings Reference
        • WebSocket Server Settings Reference
      • Locations
        • Locations List Reference
      • inContact Workforce Optimization Widgets
        • Editing Widgets
        • Configuring Widget Settings
        • Posting News Items
        • Searching for News Items
        • Achievement Widget Reference
        • Achievement Widget Reference
        • Forecast vs. Actual Widget Reference
        • KPI Performance Widget Reference
        • Live Snapshot Widget Reference
        • News Widget Reference
        • QA Benchmark Widget Reference
        • Service Level Snapshot Widget Reference
  • Workforce Management
    • inContact WFM v2 Integrations
      • Avaya CMS Integration
        • Avaya Requirements for CMS Integration
        • inContact Workforce Management v2 Requirements for Avaya CMS Integrations
      • Cisco UCCX Integration
        • Cisco Requirements for UCCX Integration
        • inContact Workforce Management v2 Requirements for Cisco UCCX Integrations
      • inContact Cloud Integration
    • inContact WFM v2 Workstation Guides
      • inContact WFM v2 Agent Workstation User Manual
      • inContact WFM v2 Agent Workstation Administrator Manual
    • inContact WFM v2 Portal Guides
      • inContact WFM v2 Portal Administrator Manual
      • inContact WFM v2 Capacity Planner Manual
      • inContact WFM v2 Forecaster Manual
      • inContact WFM v2 Planner Manual
      • inContact WFM v2 Scheduler Manual
    • inContact WFM v1 Configuration
      • Application and System Settings
        • Configuring Widget Settings
        • Data Settings Reference
        • General Settings Reference
        • Widget Settings Reference
        • Services Overview
      • Labor, Shift and Schedule Settings
        • Aux Reasons
          • Adding Aux Reasons
          • Editing Aux Reasons
          • Deleting Aux Reasons
          • Aux Reasons Reference
        • Business Closures
          • Adding Business Closures
          • Deleting Business Closures
          • Business Closures Reference
        • Labor Units
          • Editing Labor Units
        • Leave Request Types
          • Adding Leave Request Types
          • Editing Leave Request Types
          • Deleting Leave Request Types
        • Locations
          • Adding Locations
          • Editing Locations
          • Deleting Locations
        • PTO Blackout Dates
          • Adding PTO Blackout Dates
          • Deleting PTO Blackout Dates
          • PTO Blackouts Reference
        • Roster Types
          • Adding Roster Types
          • Editing Roster Types
          • Deleting Roster Types
          • Roster Types Reference
        • Shift Activity Types
          • Adding Shift Activity Types
          • Deleting Shift Activity Types
        • Shift Templates and Schedule Types
          • Creating Shift Templates
          • Adding Activities to Shift Templates
          • Removing Activities from Shift Templates
          • Deleting Shift Templates
          • Creating Schedule Types
          • Adding Shift Templates to Schedule Types
          • Removing Shift Templates from Schedule Types
          • Deleting Schedule Types
        • Skills
          • Adding Skills
          • Editing Skills
          • Removing Skills
          • Adding Service Levels to Skills
          • Skills Reference
        • Teams
          • Editing Teams
          • Removing Teams
        • Titles
          • Adding Titles
          • Editing Titles
          • Removing Titles
        • Work Modes
          • Work Modes Reference
      • Permissions and Roles
        • Creating Roles in inContact Workforce Management v1
        • Editing Roles in inContact Workforce Management v1
        • Permissions Reference
        • Role Configuration Examples
      • Employee Accounts
        • Creating Employee Accounts
        • Editing Employee Accounts
        • Mass Updating Incomplete Users
        • Employee Account Reference
    • inContact WFM v1 Manuals and Guides
      • inContact WFM v1 Hosted User Manual 16.1
  • Reporting
    • Manuals and Guides
      • inContact WFO Hosted and Hybrid Reporting Manual 16.1
  • Speech Analytics
    • Manuals and Guides
      • inContact Speech Analytics Administration Guide 16.1
      • Developing an Analytics Program
  • All Files

Online Help for inContact Workforce Optimization

  • All Files

This site is for HostedIf all inContact WFO functionality is in the cloud, and you use the inContact Cloud Contact Center, you have a Hosted deployment. inContact WFO. If you use PremisesIf all inContact WFO functionality is hosted onsite, you have a Premises deployment. or HybridIf some inContact WFO functionality is in the cloud, but the recording integration is not with the inContact ACD, you have a Hybrid deployment. inContact WFO, click here.

Highlights

  • Release Notes for 16.1
  • Site Requirements for 16.1
  • New for 16.1 — cloud-based WFM in standard and enterprise versions. See inContact Workforce Management Overview.
  • New for 16.1 — see how agents view their own performance and coach more effectively. See Agent Self-Evaluation Overview

Starting Points

For everyone:

  • Getting Started with inContact WFO

For supervisors:

  • Getting Started with inContact Quality Management
  • Getting Started with inContact WFO Reporting
  • Getting Started as an inContact Workforce Optimization Administrator
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