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Task Modules

Task Modules can be added to bring in an external iframe into a new tab, on the Task View - i.e. for an active Task.

To create a new Task module, fill in the following information:

  • Name: a descriptive name for the Task Module. This name will be the title of the tab displayed to your agents.

  • Description (Optional): a brief description of the module's purpose. Only used in the admin app.

  • Source: The path of the URL where agents will access the new page module, e.g. https://your-page.com

  • Icon (Optional): Choose an icon to represent the task module. See Choosing an Icon for the full set of available icons.

Task Modules In CX Workspace​

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Agents will need to reload their contact centre to see the new module.

In the Workspace, task modules appear as additional tabs on the active task view.

Task Modules In CX Softphone​

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Agents will need to reload their contact centre to see the new module.

On Softphone, task modules appear as a workspace drawer that can be pinned or minimised. Pinning the drawer keeps it open by default when switching between tasks or on new inbound/outbound interactions.