Want to learn how to customize your Scripts? Learn more below!
Configuring Scripts
Using Configuration Options, you can adjust the functionality of your Scripts.
To view Configuration Options, first navigate to Scripts. Next, create or edit a Script to view the following:
- Script Name (1)
- Display Restrictions (2)
- Formatting Options (3)
- Script Body (4)
Note: Changes made to Scripts will be saved automatically.
Script Name
The Script Name will appear on your Profile Tabs for Agents to refer to when handling a call.
Quick Tip: We recommend choosing something short and easy for your Agents to understand.
Display Restrictions
Using the Display Restrictions drop-down menu, you can restrict a Script to only appear on specific Campaigns, or to Users in specific Folders by selecting them in the menu.
Note: If you want a Script to appear for all Campaigns and Users, do not select any Campaigns or Users Folders here.
Formatting Options
Using Formatting Options, you can change the appearance of the text in the Script Body and add formatting, links and images.
Available options:
| Button | Name | Function |
|---|---|---|
 | Bold | Apply bold to text. |
 | Italic | Apply italics to text. |
 | Underline | Apply underline to text. |
 | Strikethrough | Apply strikethrough to text. |
 | Align Left | Align text to left. |
 | Align Center | Align text to center. |
 | Align Right | Align text to right. |
 | Justify | Justify text. |
 | Decrease Indent | Decrease the indent of text. |
 | Increase Indent | Increase the indent of text. |
 | Subscript | Use subscript text style. |
 | Superscript | Use superscript text style. |
 | Undo | Undo the last change. |
 | Redo | Redo the last undo. |
 | Numbered List | Insert a numbered list. |
 | Bulleted List | Insert a bulleted list. |
 | Horizontal Line | Insert a horizontal line. |
 | Table | Insert a table. |
 | Styles | Use pre-formatted inline and block text styles. |
 | Format | Use text formats such as headers. |
 | Font | Select from a variety of fonts. |
 | Size | Select a text size. |
 | Text Color | Select a text color. |
 | Background Color | Select a background color. |
 | Remove Formatting | Remove formatting from selected text. |
 | Image | Insert an image. |
 | Asset Manager Images | Upload images in bulk to create an image gallery to choose from later. |
 | Add Link | Add a HTML link. |
 | Remove Link | Remove a HTML link. |
 | Edit Source Code | Edit the HTML Source Code. |
 | Maximize Window | Enlarge the Script Body to fill the entire screen. |
Script Body
The Script Body is the text your Agents will see when they view the Script. You can type or paste your text here and modify it using Formatting Options.
Quick Tip: Using Variables, you can customize your Script with data from your CRM Fields. Learn more about Variables here.
