A session can be used to track an event that does not inherently have a call card assigned to it. Some possible reasons a session may be needed are:
- A client email is received that needs to be manually tracked in Fox for billing reasons
- A phone call for a client is answered on a phone outside of the TAS software
- A client has a unique task or request that needs to be billed for
By default there are a few different types of sessions:
However, other Session types may be added to this list by an Admin user.
An operator can initiate a new Session by first selecting an account that the Session will be for. Then they can choose the Session Type and hit the green clock icon to begin.
This will start the timer that tracks the session in real-time. When session is complete, the operator can click the red clock icon to end it.
Then a modal will appear giving the agent a chance to review everything and choose the disposition before logging the Session.
Updating Session Types and Dispositions
To update the Session types or Session dispositions, an Admin user can navigate to the System Settings and then to the Session Tracking tab.
