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Step-by-step guide

  • Link to a page

    If it's a page in the same space:

    • Choose Link > Search then enter part of the page name. Select the page when it appears in the list.
    • Choose Link > Recently viewed and select a page from the list.
    • Type [ and enter part of the page name, then select the page from the list.
    • Paste the URL of the page onto your page (Confluence will automatically create the link).

    If it's a page in a different space:

    • Choose Link > Search and from the space dropdown, either select the space the page lives in, or All Spaces. Then enter part of the page name, and select the page when it appears in the list.
    • Choose Link > Advanced then enter the space key followed by the page name spacekey:mypage.
    • Type [ and enter part of the page name then select the page from the list. (You can hover over each suggestion to see which space the page is from).
  • Info

    Add an anchor 

    1. Do either of the following in the Confluence editor:
      • Choose Insert > Other Macros, then find and select the Anchor macro
      • Type { and the beginning of the macro name, then select the Anchor macro
    2. Enter the Anchor Name (For example, bottom or important information)
    3. Choose Insert

    Link to an anchor

  • Select some text or position your cursor where you want to insert the link
  • Choose Link in the toolbar or press Ctrl+K
  • Choose Advanced and enter the anchor name in the Link field, following the format below.

    Overview 

    What is Popflow Studio?

    Popflow Studio is a visual interface designer that allows our customers to build custom experiences for agents.  With Popflow you can:

    • Build custom screen pops based on Interaction data.
    • Take full advantage of CTI data and build custom flows.
    • Test different call scenarios with different workflows to tune a better customer experience. 
    • Pull data and from 3rd party data endpoints.


    Info

    Glossary

    Here are a few terms that we will be using: 


    TermDefinitionExample
    CRM The term CRM is a generic term which can be interchangeable with ticketing system. We currently support Oracle Service Cloud and any Fusion Based CRM ( Engagement Cloud and Sales Cloud) When you log into popflow you will see your CRM "instances." This allows you design different workflows for your different CRM instances. 
     Event   Events are used to trigger popflows. If you are licensed for harmony, you can take full advantage of pre-defined events that are triggered via the harmony mediabar. You can also create custom events that allow you to trigger events via our connect api.You can trigger popflows when a user answers the phone, then trigger another one when they hang up. You can also trigger a workflow when the user clicks on a button inside of a CRM.
    Workflows

    Then Or Next

    Control Flow

    PopSearch And Select

    ForEach

    Trigger Named Event

    If

    Switch




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