How to Add a Resource

Adding a Resource

Resources are embedded websites, add text, or files for agents to use while handling a call. You can link to resources from a script or the agent can click the Resources tab to view all available resources.

To add a new resource, navigate to the Resources tab from the Client dashboard. Then you can either upload a file or paste a website.

Note: If the website does not show up properly, you may need to contact support in order to get the domain whitelisted.

More info about scripting and linking resources can be found here.

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