SmarterTrack User Interface

To better understand the different areas of the user interface, please refer to the diagrams below.

Navigation Pane

The Navigation Pane is used throughout SmarterTrack and provides the page options available to users, depending on the section of SmarterTrack they're in.

Content Pane

The Content Pane is also used throughout SmarterTrack and is where the list of relevant tickets, live chats, kb articles, etc. are listed. Clicking on any item in the Content Pane opens it in the Preview Pane.

Preview Pane

The Preview Pane is where tickets, live chats, kb articles, etc. are displayed to users. Here, those items can be interacted with via the Action buttons. (E.g., Take, Reply, etc.)

Header

As the name implies, the Header area displays pertinent information about an item, particularly tickets and live chats.

Navigator

The Navigator allows agents, managers and system administrators to access all pages in SmarterTrack.

Across the top are, initially, the most frequently accessed areas of SmarterTrack, especially by Agents:

Tickets
Live Chat
Call Logs

Next is a More dropdown that lists the other areas of SmarterTrack:

Tasks
Users / Organizations
Knowledge Base
Canned Replies
News
Reports
Who's On
Active Agents
Settings

Next to the Navigator is the New button. Clicking that allows a manager or agent to create one of the following:

Ticket
Call Log
Task
Knowledge Base Article
Canned Reply
News Item
User
Organization

Selecting an item from the New menu opens a pop-out window, allowing an agent or manager to create the item selected.

To the far right, on the same line are:

Reminders
Theme
Agent/Administrator Icon

Agent/Administrator Icon

Clicking on the Agent/Administrator icon provides a number of options:

Agent name and Role.
The ability to set Agent Status: Available or Unavailable.
My Groups: Selecting this opens a pop up that displays the Department and Group the Agent is part of, along with their status.
Open the Portal: This opens the primary Portal in a new tab.
Online Help: This opens the associated help site for SmarterTrack.
SmarterTrack Mobile: This opens a modal that gives a brief overview of the SmarterTrack mobile app, along with links to the Apple App Store and Google Play store.
About SmarterTrack: Provides information about the SmarterTrack installation, including Build and build date, copyright info, etc.
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