Step List in Agent Navigator View

The Step View increases efficiency by providing an Agent with a preview of the coming Steps in a Guided Path.

The Step View is on the left when using a Guided Path. If the Admin setting Simplified Step List is turned ON, the steps until the next Decision Point will be displayed. If it is turned OFF, all the steps will be displayed. 

Complete each step and advance to the next step by clicking the check mark to mark it 'Completed', or clicking the “X” to mark it 'Not Applicable'.

If you have questions about this tool or need help to implement it, contact the Help Desk.