Setting Up Digital Engagement
    • 24 May 2024
    • 1 Minute to read
    • Dark
    • PDF

    Setting Up Digital Engagement

    • Dark
    • PDF

    Article summary

    Once Digital Engagement has been set up by Dialpad's Professional Services team, you can easily manage your Digital Engagement settings from your Admin Portal.

    To access your Digital Engagement Admin Portal, head to your Admin Settings from

    1. Select a Contact Center
    2. Navigate to Advanced Settings
    3. Select Configure Digital Engagement 
    4. Navigate to Services 
    5. Select Setup

    Digital Essentials

    Use Digital Engagement to answer questions, collect customer information, and escalate to agents. 

    From the Digital Essentials page, you can:

    • Create an automation - Automate context collection before routing to agents, as well as provide answers to frequently asked questions. 
    • Create a live escalation - Choose the type of agent escalation (voice calling or web chat).
    • Agent widgets - Select which widgets to use, offering prebuilt functions focused on everyday tasks and operations. 

    Once you have configured your essential settings, it's time to Train and Deploy your new experience.

    Expert flows 

    The Expert Flows page is where you go to fine-tune the customer experience.  Here, you can manage and edit workflows to ensure customers are going through the right progression when seeking assistance. 


    The Manage tab displays all the experiences on your account and lets you quickly test and deploy each one.

    Here, you can make the following adjustments to an experience:

    • Deploy - Offers multiple deployment options
      • Accessedby selecting the  rocket icon
    • Edit - Lets you edit existing experiences
      • Accessed by selecting the pencil icon 
    • Quick Deploy - Provides a quick deploy URL 
      • Accessed by selecting the link icon

    Was this article helpful?