Create interaction wrap-up codes

  • Freigeben Version: Australia
  • Aktualisiert 12. März 2026
  • 1 Minute Lesedauer

    • Wrap-up codes enable agents to quickly wrap up and close interactions. Agents can select wrap-up codes from the interaction wrap-up modeless dialog.

    Warum und wann dieser Vorgang ausgeführt wird

    Users with the system administrator role can create wrap-up codes for agents to use during the wrap-up period. When interaction wrap-up codes are enabled, agents can select wrap-up codes from the interaction wrap-up modeless dialog.

    Vorbereitungen

    Role required: admin

    Prozedur

    1. Navigate to All > Interaction > Wrap Up Codes.
    2. Select New.
    3. Fill in the fields on the Interaction Wrap Up Code form.
      Field Description
      Code The name of the wrap up code.
      Application The application that contains this record. The default is CSM and FSM Configurable Workspace Foundation.
      Active Indicates whether the interaction wrap-up configuration is active. The default value is true.
      Description A brief description of the wrap-up code.
    4. Select Submit.

    Nächste Maßnahme

    After creating wrap-up codes, system administrators can enable wrap-up codes in the interaction wrap-up configuration record and select the wrap-up codes that are available to agents. For more information, see Create an interaction wrap-up configuration.