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Screen Pops

When you receive an interaction, you will see a contact record pop up on your screen.

What are screen pops?

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Screen pops are contact records that are displayed when an agent receives a call, chat, email, or other media channel interactions in Adapter. Your console can display one or more related records, depending on what information it has about the customer. For example, if a customer enters their case number before they talk to the agent, your console displays the case automatically when the agent receives or makes the call in Adapter. If there is no contact information available, the New Contact page is displayed.

Outbound screen pop

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If you are working with Outbound Campaign calling records, clicking Get Record on the Outbound Campaign notification will screen pop the contact information in Salesforce. You can proceed with dialing the record after the contact information is displayed in the screen pop.

Important
The Outbound Campaign calling list is correctly updated only if you dial from Agent Desktop. Dialing using a click-to-dial phone number field in Salesforce is not an Outbound Campaign call and the calling list will not be updated in such dialing scenarios.

Chat screen pops

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If you are working with Genesys Digital Channels chat you have two tabs in Gplus Adapter, Conversation and Communication, where you can select and handle chat interactions live or asynchronously (reading and responding as your schedule permits). Asynchronous chat enables you to continue and existing conversation with a customer without receiving a new pop-up.

Open Media screen pops

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When you accept an Open Media invitation in Agent Desktop, you can observe that the related contact record is shown as a screen pop in the Contacts tab in Salesforce Lightning. If there is no contact information available, the New Contact page is displayed.

If configured by your administrator, you may also get a screen pop on Open Media invite or transfer from other agents.

Related documentation

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