Configure Options in an SAS Flex Script Workflow

The Call Script Builder offers an array of advanced options so that call handling can be tailored to the needs of your business. For example, you may want the operators to provide directions to callers without having to go through your script, or you may want a specific part of your call handling to stand out to the agents. 

In this tutorial, you will learn about various options, including:

How to Access the Options Menu

1
Within SAS Flex, go to the Builder icon on the left navigation panel and select Scripts. Then select the script you wish to work on. 

2
At the top right side of your screen, click the gear icon to open the Options menu.

3
Once opened, you will see the following options listed.

Message Ticket 

The Message Ticket option will document very basic information, and would be used by the agent when a caller's query does not fit into any of the existing path options. These calls will be listed as Message Ticket in your web portal.

1
Within the Options menu, select Message Ticket. 

2

Click the checkbox, then choose the script section you want to utilize as the Message Ticket. In our example, we created a section specifically for this, so we'll choose  Message Ticket from the dropdown list. 

If your script is only one page, you will see the following alert

3
Once added, the Message Ticket option will appear on the left-hand side of the screen during a live call. 

You can see a preview of this by clicking the  Preview button from within the script workflow page.

Non-Message Calls

Non-Message Calls can be anything from an Information Only call to an Automated robo-dialer to a Wrong Number. Within this option, you can choose the Profile where notifications for Non-Message calls get sent. 

1
From within the Options menu, click on Non-Message Calls to edit. 

2
Under the Profiles dropdown, select the Profile(s) where you want Non-Message calls to be sent. Then click Save Non-message call options

Pinned Section

Pinned Sections allow you to add a shortcut to a specific closing section of your script. Once activated, reps will be able to click the section name from the left side of their screen to automatically pull up the call handling of that particular section. Using pinned sections would be best used in tandem with a Reach or a Cold Transfer schedule so urgent matters can be dispatched as quickly as possible. 

1
From within the Options menu, click on Pinned Section to edit. Then click Add pinned section. 

2
From the Section dropdown, choose the section you would like to pin for the agents to easily access. 

3
When you are finished updating, click Save Pinned section options. 

4
Once added, the Pinned Section, or Section Shortcut, will appear on the side panel during a live call. 

You can see a preview of this by clicking the  Preview button from within the script workflow page.

Wiki

The Wiki feature allows you to add more information about your company, including your business's name and pronunciation, as well as any staff members callers may ask about, and their roles.

1
From within the Options menu, click on  Wiki to edit. Then click Add wiki. 

2
You can now choose to add Company Information or Staff Information. We'll start with Company Information.

3
After you've selected an option, fill in the applicable data in the text boxes. 

4
When you're finished filling out the Company Information, you can click Add Wiki again to begin adding Staff Information.

5
When you are finished editing, click Save wiki options. 

6
Once added, the Wiki section will appear on the left-side panel during a live call. 

You can see a preview of this by clicking the  Preview button from within the script workflow page.

Quick Reference

While SAS agents can access your FAQs at any time during a call, you can include some of your more common FAQs in the Quick Reference / Quick FAQ option as well so that agents can reference them more easily. 

1
From within the Options menu, click Quick Reference to edit. Then click Add quick reference. 

2
From the FAQ dropdown, select the Frequently Asked Question you would like the agents to be able to see without having to scroll through all of your FAQs. 

3
Once you've selected an FAQ, add a shortcut for the operators. This is the text they'll be able to read and click on to bring them to the particular FAQ you've referenced. 

4
When you are finished editing, click Save quick reference options. 

5
Once added, the Quick FAQs section will appear on the side panel during a live call. 

You can see a preview of this by clicking the  Preview button from within the script workflow page.

Business Profile

The Business Profile option will allow SAS agents to provide directions to your callers using our Google Map app. You will need to configure the Google Maps app before you can implement this option into your script. 

1
From within the Options menu, click Business profile. 

2
Toggle on Activate Business profile, then select your Google Maps configuration from the dropdown. When you are finished, click Save business profile options.

3
Once added, the Location, Phone & Hours option will appear on the top banner during a live call.

4
Agents will then be able to enter in the caller's address to provide directions, view your business hours, website address, and any other pertinent information you've configured within the Google Maps app. 

You can see a preview of this by clicking the  Preview button from within the script workflow page.

Business Hours

Once set, the Business Hours feature will allow agents to easily see if your business is currently open or closed.

1
From within the Options menu, click Business Hours. 

2
Toggle on Activate business hours and  choose the business hours you want to display. Then click Save business hours options. 

3
Once added, agents will be able to tell from a quick glance if your business is Open or Closed within their call widget. 

If you use the 24/7/365 business hours option, the call widget will not display Open or Closed, since the business hours do not change.

Call Handling

Personalize your script by adding a service type that lets agents know how to represent your business. For example, you may want them to act as your answering service, your scheduling team, or your after-hours emergency line. In the Call Handling section, you can also select what Mood you want the operators to portray from a dropdown list. For example, an IT company may want their agents to "Be Knowledgeable." 

1
From within the Options menu, click Call Handling.

2
Under the Service  Type dropdown, select the type of service you'd like our agents to provide to your callers. 

3
Under the Operators  Mood section, select what type of mood you'd like the agents to display. 

4
Under the Business  Industry Category dropdown, select your industry. 

5
Under the Industry Type dropdown, select the type that best describes your business. If no options apply, leave blank.

5. Under the Objective drop down, select the objective you would like agents to follow.

7
When you are finished editing, click Save call handling options. 

8
Once added, the  Call Handling section will appear below the top banner during a live call. 

You can see a preview of this by clicking the  Preview button from within the script workflow page.

Internal Transfers

If you have more than one number with SAS, you can use the Internal Transfers option to give agents the ability to transfer the call internally to one of your other numbers. For example, if a caller accidentally presses 1 for English when they meant to press 2 for Spanish, the agent will be able to transfer them to the correct line.

1
From within the Options menu, click Internal Transfers.

2
From the Available  Numbers dropdown, toggle on the SAS number(s) you would like to have displayed in the call page for the agents to transfer to.

3
When you are finished editing, click Save internal transfers options. 

4
Once added, any available transfer numbers will display under the Transfer > Internal tab within the agent's call widget. 

Staff Directory

The Staff Directory option allows users to program specific person transfers or specific person message taking without having to build a Specific Person path within the script.  

1
Within the Options menu, select Staff Directory.

2
Next, click Add staff member. A panel will expand where you can begin adding information. 

3
First, enter in the staff member's name and title. Then, let the system know what you want it to do:

Take Message

If this option is chosen, agents will take a message for the specific person the caller has asked to speak with. You will need to choose a Closing section to associate this message with. You can either choose one that has already been created from the drop down list, or you can create a new Closing section by clicking Edit. 

Transfer callers

If this option is chosen, agents will cold transfer calls to the specific person the caller has asked to speak with. You will need to choose a Profile and a number in which to transfer calls to. If the recipient is not available, callers will be able to leave a voicemail for a return call. 

Take message before transfer

If this option is chosen, agents will take a message for the specific person the caller has asked to speak with, and then cold transfer the call to that person. If the recipient is not available, callers will be able to leave a voicemail for a return call. You will need to choose a Cold Transfer section to associate this message with. You can either choose one that has already been created from the drop down list, or you can create a new Cold Transfer section by clicking Edit. 

4
When you are finished editing, click Save staff directory.

5
Once added, the Staff Directory will be visible on the left hand side of the agent's view. Note that you will not be able to view this information in Preview mode. 

Apply a Template

If you don't feel like building your own script, no worries! You can apply a template instead. We have several template options, including Basic Message Taking, Emergency, Google Calendar, etc. 

1
Within the Options menu, select Apply a Template. 

2
Select which template you'd like to use. Each option includes an overview of the call handling, as well as an estimate of how long those calls may take and if there are any transfers included. Keep in mind that you will be able to customize any template you choose. 

3
When you have chosen a template, click Load template. 

4
Your template will then appear on your page. If you do not wish to make any updates, click Save.

5
If you'd like to customize the template, first click Save. Then, within the section you would like to update, click the gear icon and select Edit.

You can also click the blue highlighted block names within any section to edit a specific block. In the example below, clicking the highlighted  closing block would open the Closing block, where you can adjust text, assign Profiles for message delivery, and more.

If you have made changes to the workflow but have not yet saved them, you may see this pop-up reminder.

For further instructions on how to edit script sections, check out this article. 

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