Create a single Calling Card from the console

Follow the steps below to use a Calling Card to start a new remote support session with a customer.

  1. From the New Session area of the Console, select the New Calling Card check box and click Show Advanced Options.
  2. Enter your customer's name, email address and a brief description of their problem.
  3. Click the CHANGE... button next to the Selected Queue, and select who receives the requests generated by this calling card.
  4. Click the CHANGE... button next to Expiration to set expiration options for the calling card.
    1. Enter the support time included on the calling card.
    2. Enter an expiration date, and click OK.
  5. Support Time and Expiration Date are independent. Configure both options, only one option or neither one of the options.

  6. Select Generate Calling Card, click the Calling Card ID to copy it to your local clipboard, then direct the customer to where they can enter the Calling Card ID.
  7. Alternatively, you can click the Email icon to open an email in your default mail system with the Calling Card link attached.

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