Drag and Drop Fields — Telephony

The Telephony tab in the Field Options panel contains seven field types that give agents direct call controls within the script: Recording Button, Hold Button, Hang Up Button, Dispose Button, Revenue Dispose Button, Callback & Hangup, and Transfer Button. Drag any of these onto a script page to add them, then select the edit icon to configure.


Recording Button

Toggles call recording on or off. The button label and appearance change depending on the current recording state, so agents can clearly see whether recording is active.

Tab 1 — Field Config

SettingDescription
Reference nameThe system-generated reference for this field. Can be edited.
CallSelect whether the button controls recording on the customer call or a transfer call. Typically used on the customer call to pause recording during sensitive sections of a conversation, such as taking a payment. Can also be applied to a transfer call where needed.

Tab 2 — Field Style

SettingDescription
VisibleControls whether the button is visible on the script when it loads.
Font size (px)Sets the size of the text on the button.
Recording stateSets the button text and colours displayed when recording is currently active.
Not recording stateSets the button text and colours displayed when recording is currently inactive.

Hold Button

Places the selected call on hold. The button label and appearance change depending on whether the call is currently on hold or active.

Tab 1 — Field Config

SettingDescription
Reference nameThe system-generated reference for this field. Can be edited.
CallSelect whether the button applies to the customer call or a transfer call. Typically used to place the customer on hold. Can also be configured to hold the transfer leg — for example, to pause a connected third party while the agent speaks to the customer.

Tab 2 — Field Style

SettingDescription
VisibleControls whether the button is visible on the script when it loads.
Font size (px)Sets the size of the text on the button.
Active stateSets the button text and colours displayed when the call is active and not on hold.
On hold stateSets the button text and colours displayed when the call is currently on hold.

Hang Up Button

Ends the selected call leg directly from the script without the agent needing to use the Contact Hub call controls.

Tab 1 — Field Config

SettingDescription
Reference nameThe system-generated reference for this field. Can be edited.
CallSelect whether the button hangs up the customer call or the transfer leg. Can be configured to end a transfer where the other party is busy or does not answer, without affecting the customer call.

Tab 2 — Field Style

SettingDescription
VisibleControls whether the button is visible on the script when it loads.
Font size (px)Sets the size of the text on the button.
Active stateSets the button text and colours displayed while the call is active.

Revenue Dispose Button

Hangs up the call, applies a result code, and saves a revenue amount against the call entry in a single action. Use this on scripts where agents are recording sale values or payment amounts to capture revenue data without additional steps during wrap-up.

Tab 1 — Field Config

SettingDescription
Reference nameThe system-generated reference for this field. Can be edited.
CallSelect whether the button disposes of the customer call or a transfer call. Select using the radio button options in the configuration window.
Result code planSelect the result code plan to draw the result code from.
Result codeSelect the result code to apply when the button is used.

Tab 2 — Field Style

SettingDescription
VisibleControls whether the button is visible on the script when it loads.
Font size (px)Sets the size of the text on the button.
Button textThe label displayed on the button as agents see it.
Background colourSets the background colour of the button.
Border colourSets the border colour of the button.
Font colourSets the colour of the button label text.

Tab 3 — Database

The Database tab for the Revenue Dispose Button contains the same settings as the Database tab described in the Drag and Drop Fields — Input article. Use these settings to link the revenue amount field to a data table column so the value is saved against the lead record.


Dispose Button

Dispositions the call with a pre-set result code directly from the script, taking the agent to the disposition screen. Useful when you want to streamline a specific outcome — for example, a one-button disposition for a successful sale or a common no-answer code.

Tab 1 — Field Config

SettingDescription
Reference nameThe system-generated reference for this field. Can be edited.
CallSelect whether the button dispositions the customer call or a transfer. Can be used to disposition a transfer call where the other party is busy or does not answer.
Result code planSelect the result code plan to draw the result code from.
Result codeSelect the specific result code to apply when the button is used. Once a code is selected, the button label updates automatically to display the result code name.

Tab 2 — Field Style

SettingDescription
VisibleControls whether the button is visible on the script when it loads.
Font size (px)Sets the size of the text on the button.
Active stateSets the button text and colours displayed while the call is active.

Callback & Hangup

Schedules a callback and hangs up the call in a single action. The result code is applied automatically, streamlining the wrap-up process when an agent needs to call the customer back at a later time.

Tab 1 — Field Config

SettingDescription
Reference nameThe system-generated reference for this field. Can be edited.
CallSelect whether this button applies to the customer call or a transfer. This field is only used for customer calls.
Callback TypeSets the type of callback the button creates.
Public - places the callback back into the dialling list to be called at the scheduled time and passed to the next available agent.
Private - assigns the callback to the agent who set it, allowing them to manage it from within Contact Hub.
Agent Chooses - lets the agent decide at the time of scheduling whether to make it public or private.
Result code planSelect the result code plan to draw the result code from.
Result codeSelect the result code to apply when the callback is scheduled and the call is ended.

Tab 2 — Field Style

SettingDescription
VisibleControls whether the button is visible on the script when it loads.
Font size (px)Sets the size of the text on the button.
Active stateSets the button text and colours displayed while the call is active.

Transfer Button

Initiates a call transfer to a destination in the Address Book, directly from the script. The button renders as up to three separate controls — Start Transfer, Cancel Transfer, and Complete Transfer — each of which can be independently styled or removed.

Tab 1 — Field Config

SettingDescription
Reference nameThe system-generated reference for this field. Can be edited.
Transfer typeSelect Warm or Cold. A warm transfer does not place the customer on hold by default — they can hear both agents talking during the handover. A cold transfer places the customer on hold while the agents speak before the handover is completed.
Address BookSelect the Address Book entry to transfer the call to. Address Book entries are managed in Admin > Address Book.
Result code planSelect the result code plan to draw the result code from.
Result codeSelect the result code to apply when the transfer completes.

Tab 2 — Field Style

The Transfer Button Field Style tab has three sub-sections, one for each stage of the transfer. Each sub-section has the same settings.

Sub-sectionSettingDescription
Start TransferFont size (px)Sets the size of the text on the button.
Button textThe label displayed on the button at this stage.
Background, border and font colourColour pickers for customising the button appearance at this stage.
Remove buttonRemoves this stage's button from the script. Use this if you don't want agents to be able to start a transfer from this script page.
Cancel TransferFont size (px)Sets the size of the text on the button.
Button textThe label displayed on the button at this stage.
Background, border and font colourColour pickers for customising the button appearance at this stage.
Remove buttonRemoves this stage's button from the script. Use this if you don't want agents to be able to cancel a transfer once it has started.
Complete TransferFont size (px)Sets the size of the text on the button.
Button textThe label displayed on the button at this stage.
Background, border and font colourColour pickers for customising the button appearance at this stage.
Remove buttonRemoves this stage's button from the script. Use this if you don't want agents to be able to complete a transfer from this script page.

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