Quick Callouts

The Real-Time Client provides agents with a window of options from which they can quickly access the most frequently used functions or information that they require.

A Quick Callout window is displayed when an agent clicks the Quick button in the agent's Launchbar:

To close or minimize the Launchbar, click the standard Close button on the right. To reopen the Launchbar, double-click the Launchbar icon in your system tray.

Only one Quick Callout window can be displayed on an agent's screen. The contents of a Quick Callout window are determined by defining a callout, as described in Defining Callouts Using a New Blank Callout, and then selecting it to be used as a Quick Callout window.

You can define a condition that changes the callout to be shown as a Quick Callout window, for example, using a business rule, workflow, or event handler.

The Quick Callout window is similar to a callout window in that it displays information, images, links to callouts, links to launch in contexts, links to workflows, and so on. Similar to a standard callout window, the Quick Callout window automatically adjusts its content and becomes scrollable so that the content does not flow beyond the desktop boundaries.

To set a quick callout:

1. Select the Quick Callouts branch in the project tree and then select the Quick branch.

2. In the Quick Callout field, select an existing callout to show that callout in the window when the agent clicks the Quick button.