Contact Workflow

alt + /

Start & explore the command launcher.

alt + n

Jump to Editor.

alt + t

Toggle Phonetics Drawer.

alt + i

Toggle ScratchNotes Drawer.

alt + y

Toggle CX Survey Drawer.

alt + u

Toggle Escalations Drawer.

alt + c

Copy Case Notes.

alt + r

Reset the page.

alt + m

Open/close main menu.

alt + h

Find & Replace.

alt + b

Insert Bullet.

Case Notes

* Case Documentation Guide

Escalation Hand-off

CX Call Acquisition

⚠️ Follow your employer's accepted industry standard guidelines for verification first.

Agent Tools

  • Drawer Launchers

  • ScratchBoard

    ⚠️ Backup your board regularly. Clearing browser data will erase it.
    Explainer: Use the ScratchBoard to save snippets. Type scratchboard in the command launcher (alt+/) to quickly pull your board notes anywhere.

  • Copy Modified Text:

  • Timer

    (Accepts: .ogg .mp3 .mp4 .wav)
    :
    00:00:00
    Timer accuracy degrades with low-power/economy/memory-saving settings present on your system.

  • Phonetic Alphabet

    ScratchNotes

    ⚠️ Backup your notes regularly. Clearing browser data will erase them.