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Client Settings

Written by Keith Winhall

Updated at May 30th, 2025

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Table of Contents

Supervisor Settings Web Client Settings Additional Considerations

Here, you can define settings for both the Supervisor and Web Client.

Supervisor Settings

The following settings apply to Supervisors and are in addition to the defined Supervisor accounts.

Setting Value
Hide agent columns By default, all agent columns are visible in the monitoring tab. You can hide one or more columns by defining them here (comma-separated, using the English terminology). If the checkbox Final is not checked, the defined columns will be hidden by default, but the Supervisor can make them visible again.
Disable delete recordings 0 = Agent can delete recordings (default) 
1 = Agent cannot delete recordings
Final If no explanation is provided in the Value field, the setting for Final is irrelevant.
User

Select the Supervisor to which this setting applies. If User is not specified, it applies to all Supervisors except those explicitly defined by name. For example, if Disable delete recording is applied to all Supervisors, it remains ineffective for specific Supervisors like Emily.

Web Client Settings

The following settings apply to the Web Client.

Setting Value
CRM URL Specify URL (e.g., https://...).
CRM: for routed interactions 0 = Not effective (default) 
1 = Effective
CRM: for incoming calls 0 = Not effective (default) 
1 = Effective
CRM: for external calls 0 = Not effective (default) 
1 = Effective
Disable recording downloads 0 = Agent can download recordings (default) 
1 = Agent cannot download recordings
Disable recording access 0 = Agent can listen to recordings (default) 
1 = Agent cannot listen to recordings
Disable email monitor 0 = Agent can see email monitor 
1 = Agent cannot see email monitor
Disable FAQ 0 = Agent can see FAQ section 
1 = Agent cannot see FAQ section
Disable manage booking 0 = Agent can manage bookings (default) 
1 = Agent cannot manage bookings
Disable web client browser notifications 0 = Notifications are allowed (default) 
1 = Notifications are disabled
Disable router threshold notifications 0 = Notifications are shown to Agents (default) 
1 = Notifications are not shown to Agents
Login status list

List of statuses separated by semicolons. All users can select from these statuses when logging in. Notes: 

  • System statuses must be defined in English. 
  • Custom statuses must be defined as is. 
  • "Available" and "Leave as is" are always included, even if not explicitly defined. 
  • Only enabled statuses can be selected by Users.
Sending SMS enabled 0 = Agent will see the option to send SMS 
1 = Agent will not see the option to send SMS

Additional Considerations

  • Final: If not explicitly required, this setting is irrelevant.
  • User: Select the specific User to whom the setting applies. If User is not specified, it applies to all Users except those explicitly defined by name.
  • If a setting applies to an Agent, the User must have the Agent role.

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