Previewing your SAS Flex Script
Whether you're making changes to your script, reviewing changes our support team made for you, or just want a feel for what our agents see while handling your calls, use our Preview feature to preview your script and send test messages!
1
Within SAS Flex, go to the
Builder icon on the left side of your screen and select
Scripts.
2
From here, you can either click directly on the script you wish to preview, or select the 3-dot menu icon to the right of the script you wish to view, and click
Preview.
If you're already on the Script Workflow page, you can click the Preview button in the top right-hand corner of your screen.
3
A new window will open displaying your script preview. To progress through your script, select one of the options shown highlighted in white. In this example, the four call options to choose from are
Catering Request, Order for Pickup, Calling for Specific Person and
All Other Calls.
4
Continue progressing through the script until you've reached the end. The last page of the script will have a black
Save the Call button. Once you save your call, you can find the message in your call log!
If you want to see what messages will look like upon delivery, feel free to enter in test information, then click
Save the Call. If you have
message delivery set up within your Profile(s), This will prompt a message to be delivered.
If you need to make any changes after previewing your script, simply go back to your Workflow and adjust accordingly.
5
Along the left-hand side of your screen, you'll see several additional links agents can use to better assist your callers and handle your calls.
- Script: Clicking this will bring you back to the first page of the script
- Message Ticket: Clicking this will bring up a Message Ticket form for agents to fill out. This is useful when a caller's query doesn't fit any of the current scripted path options.
- Non-Message Call: Clicking this will bring up a list of Non-Message Call options agents can choose from to save messages for Wrong Numbers, No Callers, Telemarketers, etc.
- FAQ: Clicking this will bring up the FAQs you've assigned to your script.
- Location, Phone & Hours: Clicking this will bring up your business's location and the contact information that has been configured through our Google Maps integration.
- History: Clicking this will bring up all caller activity for the last 48 hours.
