Integration instructions for the operators

If you're programming a Web Pop for one of the app integrations available in SAS Desk, you'll need a set of instructions to copy and paste into the script for the operators to follow. Listed below, you'll find instructions for:

EVERYTHING EXCEPT GOOGLE

Aside from the Google apps, all of the available integrations listed above will utilize the same instructions, which you'll add to the app's web pop step in your script:

One moment please. INSTRUCTIONS: 1. Click the link below to send the caller's data to the client's integration. 2.When you've finished, an alert will pop-up letting you know if the data was sent successfully and text will be automatically copied to your clipboard. (You will be pasting this text back in the script) 3. Close popup window and select Sent Data.

GOOGLE APPS

The instructions for the Google apps will differ slightly depending on the app. We've included each below:

Google Contacts

One moment please. INSTRUCTIONS: 1. Click the link below to send the caller's data to Google Contacts. 2.When you've finished, an alert will pop-up letting you know if the data was sent successfully and text will be automatically copied to your clipboard. (You will be pasting this text back in the script) 3. Close popup window and select Sent Data.</span

Google Docs

Note that the instructions below are for instances when we are emailing a Google Doc to your callers. If our operators will be using the Google Doc to provide information, then the instructions would need to be amended accordingly. The app configuration also includes an area where you can add specific notes for the operators.

One moment please. INSTRUCTIONS: 1. Click the link below to send the Google Doc. 2. Confirm the caller's email address, which will already be populated on the web page. 3. Read and follow any additional instructions listed under Operator Instructions. 4.Click Send Document.  5. When you've finished, an alert will pop-up letting you know if the email was sent successfully. Click OK. 6. Return to the script and select Sent Email.

Google Maps

You can use Google Maps to find out if a caller is in your service area, or to provide directions to your business.

Service Area

One moment please. INSTRUCTIONS: 1. Click on the link.(L)(L)(R)2.(E) The caller's Address will already be populated on the web page. If it is not, you will need to type it in. 3. To check to see if caller is in service area, click the yellow Check if customer is in service area button under the caller's address.  4. If caller is in service area, you will see a green box and checkmark that says (Q)(G)Customer is in service area(E)(Q).  5. If caller is not in service area, you will see a red box and the message Customer is not in service area.  6. To enter a new address, click the blue Add new address button and repeat step 3.  7. After you have checked the address, return to the script and select either In Service Area or Not In Service Area.

Email Directions

One moment please. INSTRUCTIONS: 1.Click on the link. 2. The caller's Address and/or Email will already be populated on the web page. If it is not, you will need to type it in. 3. To email the caller directions to the business address, click the yellow Email directions button in the top right corner.  4. To provide Driving directions by phone, read the Route details section on the right.  5. After you have emailed or provided directions, return to the script and select Provided Directions.

Google Sheets

One moment please. INSTRUCTIONS:NS: 1. Click the link below to send the caller's data to the Google Sheet. 2. Click the green SEND button. When you've finished, an alert will pop-up letting you know if the data was sent successfully and text will be automatically copied to your clipboard. (You will be pasting this text back in the script) 3. Close popup window and select Sent Data