Comment Templates

Comment Templates can be created and attached to Skills.  Comment Templates will show up as a button on the SiX disposition screen to insert pre-configured messages into the Notes field.

Supported substitution variables can be used in the Comment Template to use live call data in your message:

[COM_AGENT_ID] - Agent ID of agent receiving contact
[COM_AGENT_USERNAME] - Username of agent receiving contact
[COM_AGENT_FIRSTNAME] - First Name of agent receiving contact
[COM_AGENT_MIDDLENAME] - Middle Name of agent receiving contact
[COM_AGENT_LASTNAME] - Last Name of agent receiving contact
[COM_AGENT_EMAIL] - Email address of agent receiving contact
[COM_AGENT_TEAMID] - Team ID of agent receiving contact
[COM_AGENT_INTERNALID] - Internal ID of agent receiving contact
[COM_AGENT_TEAMNAME] - Team Name of agent receiving contact
[COM_AGENT_TELEPHONE1] - Phone number of agent receiving contact
[COM_AGENT_TELEPHONE2] - Secondary phone number of agent receiving contact
[COM_AGENT_CUSTOM1] - Custom 1 field of agent receiving contact
[COM_AGENT_CUSTOM2] - Custom 2 field of agent receiving contact
[COM_AGENT_CUSTOM3] - Custom 3 field of agent receiving contact
[COM_AGENT_CUSTOM4] - Custom 4 field of agent receiving contact
[COM_AGENT_CUSTOM5] - Custom 5 field of agent receiving contact
[COM_CONTACT_ID] - Current contact ID
[COM_SKILL_ID] - Current Skill ID
[COM_SKILL_NAME] - Current Skill Name

Example Comment Template Text:

[COM_AGENT_FIRSTNAME] [COM_AGENT_LASTNAME] is booking an appointment for Contact [COM_CONTACT_ID]

 

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