Process Tab

This tab is used to create the campaigns under Process, manage them, and delete them. This tab contains the following sections and tabs.

User Interface

The interface of this tab depends upon the campaign type that you select in the left side. It's interface can be divided into the following parts.

1. Left Navigation Section: This is a fixed left side navigation bar that lets you browse through the different processes and campaigns. When it is not expanded or displayed, click icon to show it. When it is displayed, click "X" to close the sidebar. In this pane, you can click "Create New Campaign" button to create a new campaign and use the search box to search for any process or campaign.
2. Tabs: Following tabs are visible, by default, when you visit this page for the first time. However, the visibility and settings of these tabs actually depends upon the type of campaign you have selected.
   1. Settings
   2. Routing
   3. Users
   4. Call Context
   5. Default Working
   6. Queues
   7. Canned Message
   8. Holiday/Office Hours
   9. Customers
   10. Local IVR
   11. Custom Fields
   12. State
   13. Rule
   14. Media Profile
   15. Customer Card
   16. QA Parameters
   17. Prompt

These tabs will be discussed in detail in Campaign Settings.

Operations

Operations in "Process Tab" can be divided into the following two categories.

1. Process Management: You can click the name of any process in the Left Side Navigation Bar to access its settings, which can be configured. Know more...

   If no campaign is created, the Process Settings will not be visible. Therefore, create a campaign first and then access the Process Settings.

2. Campaign Management: Here, the Administrator can create, edit, and delete the campaign. A campaign is required to setup the Contact Center.
   1. Create Campaign
   2. Interface of Process Tab for Different Campaigns
   3. Delete a Campaign