How to assign a call path to a specific Location
When your account was programmed, specific profiles were built for message delivery. For example, you may have had a profile built to receive Sales calls, and a separate profile built for Service calls. If you would like to edit message delivery in a profile, or change the profile assignment for a path in your script, you can do so in your portal.
NOTE: If you need to add profiles to your account, you will need to contact Customer Service.
To assign a script path to a new profile, log in to SAS Desk. From the home page, click on Scripts in the menu on the left.
You will see your Active scripts. Click on the Details icon to the right of the name of the script you would like to edit.
On the next screen, click on Edit your script in the upper right corner. A pop-up will open that will look similar to this:
In the upper left corner of your call script, click on the first step under your script name. In the example above, the first step is called 'Greeting'.
A box will appear on the right showing your live greeting. In the bottom left corner, click on View Options. A pop-up will open showing all of the paths in your script.
NOTE: If the Assign To column is blank for a particular path, then this path is assigned to the default profile on your account. The default profile will always be the first profile as listed in the 'Profiles' tab of your portal.
Click on the small Edit icon to the far right of the name of the path you would like to edit. The line will appear highlighted.
Then, click on the drop down menu under the Assign To column. All existing profiles will be displayed. Select the profile you would like messages sent to, and click Update on the far right to save your changes.
Your new profile will be listed under the Assign To column. Repeat this process for every path that you would like to edit and don't forget to hit 'Update' on each line you've completed.
Message notification for the path(s) you edited will be sent to the delivery method on file. Click the X in the upper right corner of the pop-up to return to the main scripting screen.
NOTE: If your script includes an On-Call rotation, you may have paths listed within another path to differentiate schedules. They may be listed as Weekday Is/After, Date Is/After, or Time Is/After.
In the example above, to assign each Weekday to a specific person, click on WeekdayCheck *. The box on the right will show the WeekdayIs function.
The instructions are the same as above - the only difference is that you are changing the profile assignments within the main path based on the day and time.
In the bottom left corner, click on View Options. A pop-up will open showing all of the options within the WeekdayCheck path.
Click on the small Edit icon to the far right of the name of the path you would like to edit. Use the drop down to change the Assign To profile, then click Update.
In the example below, to assign each day's specific On-Call times to a profile, click on TimeCheck + the day of the week. In this example, it is TimeCheckMonday *. The box on the right will show the TimeAfter function.
In the bottom left corner, click on View Options. A pop-up will open showing all of the options within the TimeCheckMonday path.
Click on the small Edit icon to the far right of the name of the path you would like to edit. Use the drop down to change the Assign To profile, then click Update
Have questions, or need to add a new profile to your account? Feel free to contact Customer Service.
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