The Launchpad is a special view of the Agent Application that is presented to non-Agent users. This view has several extra features that enable new users to quickly become familiar with Interactions and how they are run in the Agent Application. In addition, the Launchpad allows users to easily practice basic operations that are important for effectively working with Jacada Agent Scripting (JAS), such as designing and publishing an Interaction, accessing the Admin Console, sharing the application with colleagues, and so on.
Note: Presentation of the Launchpad is determined according to the Show Launchpad View setting in the Admin Console. When the setting is Yes, the Launchpad appears to all users with a role other than Agent.
Although you may select an Interaction and navigate through it without being logged into the Agent Application, most Launchpad features require login, since server communication is involved. To log in, from the upper right corner of the page click the arrow next to the word Guest. Then, enter your credentials in the popup, and click Login.
The main features of the Agent Application Launchpad are listed and summarized in the table following the diagram.
|1||Search tool||Enables you to search the Interactions list. For details, refer to Searching for Interactions.
Note: Users may not search according to History from the Launchpad view.
|2||Create Your Interaction button||Opens the Interaction Designer, a standalone application that enables you to create and publish your own Interactions.|
|3||Buy Now button||Launches the process of purchasing a license for Jacada Agent Scripting.|
|4||Actions icon||Opens a menu of the following actions:
|5||Help icon||Accesses the following assistance options:
|6||Add Tab icon||Clicking this icon opens an additional Interactions tab. If you are a logged-in user (not Guest), and the capability for Collaboration Rooms is enabled in the application settings of the Admin Console, you may add either an Interactions tab or a Rooms tab.
For more details about Collaboration Rooms, refer to Customer Collaboration.
|7||Interactions list||Provides a list of available Interactions. Selecting an Interaction from this list opens a new instance of the Interaction. For details, refer to Run the Demo Interaction (below).|
|8||Next Steps pane||A step-by-step list of recommended actions to take and operations to perform to help you become a proficient JAS user. For more information, refer to Using the Launchpad to Become a More Proficient User (below).|
Using the Launchpad to Become a More Proficient User
The collapsible Next Steps pane lists recommended operations to perform to help you learn to use JAS effectively and efficiently. The operations are launched by clicking the relevant row in the pane.
Although the steps may be done in any order, the sequence in which they are presented provide a logical progression for increasing your proficiency. If you are logged in, as each step is completed, its font turns green, and a checkmark icon appears to its left.
The Next Steps operations are described in detail in the following sections.
Run the Demo Interaction
An Interaction is a step-by-step visual representation of a workflow. The Launchpad features two sample Interactions (Utilities and Telcom Sample) that were designed to demonstrate the capabilities of JAS and familiarize you with the feel of navigating through an Interaction. Use the Next and Back buttons at the bottom of the page to progress forward and backward in the flow. If you want more room for the Interaction display, collapse the Next Steps pane by clicking the Hide icon
When you finish running the Interaction (by clicking Done), the Interaction History is displayed automatically. For more information, refer to Viewing Interaction History.
Create and Run Your Interaction
This operation launches the Interaction Designer, a standalone application that enables designers to create, publish and test Interactions. The Designer does not require any advanced programming skills, and is intended for use by business analysts, system integrators and other non-developers.
For detailed information about using the Designer, refer to Creating and Customizing Interactions. The Launchpad operation is considered complete once you publish one Interaction.
Share With A Team Member
This operation enables you to invite additional users to join your JAS account. Inviting new users allows your colleagues and associates to test your Interactions and provide feedback and collaboration on meeting your customers' business needs.
When you invite a new user, an email containing the username and a link is sent to the user. The user then needs to click the link and select a password. Once a password is selected, the user obtains access to all JAS components (Agent Application, Admin Console, etc.).
To invite a user to your JAS account:
- From the Next Steps pane, select Share with a team member. Alternatively, click the Actions icon to the right of your username, and then select Invite.
The Invite A New User popup opens.
- In the Email field, enter the email address of the person you want to invite.
- Select the checkbox matching the role to be assigned to the new user. You may assign any role that has the same or fewer permissions than your own role. For example, if your role is Interaction Administrator, you may assign a role of Interaction Administrator, Designer, or Agent (but not Account Administrator).
For detailed information about user roles and permissions, click the link below the checkboxes.
- Click Invite.
The popup closes, and a confirmation message is displayed. An email is sent to the invited person, and a user account is created in the Admin Console.
Create Smart Integration
This operation provides information about Integration Points. Integration Points are Interaction elements that allow you to use web services to retrieve information from external data sources. Some use cases for utilizing Integration Points in Interactions are:
- Retrieving customer information from a CRM
- Validating input (e.g., an identification number) that is entered by the customer
- Sending a request to a CTI service to add a customer to the CTI's callback mechanism