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Task Modules

Task Modules can be added to bring in an external iframe into a new tab, on the Task View - i.e. for an active Task.

To create a new Task module, fill in the following information:

  • Name: a descriptive name for the Task Module. This name will be the title of the tab displayed to your agents.

  • Description (Optional): a brief description of the module's purpose. Only used in the admin app.

  • Source: The path of the URL where agents will access the new page module, e.g. https://your-page.com

  • Icon (Optional): Select an icon to represent the landing page in the navigation sidebar. A variety of icons can be found click the link below.

Task Modules In CX Workspace​

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Agents will need to reload their contact centre to see the new module.

Task Modules In CX Softphone​

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Agents will need to reload their contact centre to see the new module.

On Softphone, the task modules appear as a workspace drawer (see below) can be pinned or minimised. Pinning the drawer means it will be open by default when switching between tasks or on new inbound/outbound interactions.