Testing

Creating a Video Banking Call:

A video call can be initiated two ways.  One is from the Agent side, the other is from the client.  
-From the Agent side, click on the Calls tab, then click on the Plus sign on the right hand side.

This will allow your Agents to create a Private Room.  A form will appear for you to fill in the information for the party you would like to invite to the call via email.

The Call's reason will allow you to chose one of your queues to make the call from.

The other way to initiate a call is from the client facing web page.  This page is accessed for Staging via companynamestaging.invosolutions.com, or your Production URL (no /login at the end.)

Items to test during the Video Banking call:

Establishing the connection (audio and video for both employee and client.)

Request/Upload a document -  Requesting a document allows your clients to either Scan a QR code from their mobile device, or upload a file directly.
- Request the document via the Agent toolbar.

- Client view

Sign a document - Signing a document can be initiated by click the Sign document button on the Agent toolbar.  This configuration with your signing provider is done in the Configuration stage.

Put the client on hold

Add a second employee/client - You can invite another Agent, or another client to the in progress video call.

- Agent's are only listed as available to invite if they are on the Calls tab.

Clicking the arrows at the top will switch to the Invite a guest form.

Browse a website - You can Co-Browse with your client to a specific website.  Once the session is initiated, you have the ability to hand control to the client, draw on the screen, share a document, and pause the session.  You can pause the session if you wish to progress to a new page that you do not want the client to view.  Resuming the session will bring the client to your current view.

Test Screen Share

- You can choose to share your entire screen, a specific window or specific tab.

Re-queueing a call - Calls have the ability to be re-queued if the business nature of the call changes, and the client would like to speak about other services.