Scripting Walk Through for New Customers

This guide covers the essentials of getting started with scripting in MaxContact — creating your first script, understanding how versioning works, and setting up multi-page navigation. For detailed configuration of individual fields and advanced options, see the reference articles listed in the Related articles section.

To access the Script Manager, go to Admin > General > Script Editor. Any scripts already on your system — including those created during onboarding — are listed here.

Creating a new script

  1. In the Script Manager, select New Script in the top-right corner.
  2. Enter a name for the script in the dialog box and save. You will be taken to a blank script canvas ready to start building.
  3. Drag fields from the Field Options panel on the left onto the canvas. You can reposition them at any time, and remove them by selecting the X on the field.
  4. Select Save in the toolbar to save your progress. Changes are not visible to agents until you publish.
  5. When the script is ready, select Publish Script. Publishing takes effect immediately — there is no confirmation dialog, so make sure the script is correct before proceeding.
  6. Return to the Script Manager and assign the script to the relevant list via Admin > Management > Lists, on the General tab under Scripting.

Editing a published script

If a script has already been published, you cannot edit it directly. When you open it in the Script Manager, a message at the top of the screen confirms it is published. Select Edit Script to create a new working version.

The new version is saved separately from the published version. Agents continue to use the published script until you publish the updated version. This means you can make and review changes at your own pace without affecting live calls.

If you publish an updated script by mistake, you can roll back to a previous version. In the Script Manager, select the arrow next to the script name to view version history, then republish the version you want to restore.

Note. Each time you save a script, the version number increments. You can view all previous versions and the user who last edited each one from the Script Manager table.

Adding pages and navigation

A script can have multiple pages. Rather than presenting agents with one long page to scroll through, you can organise content across several pages and use navigation buttons to move between them.

Adding a page

Select Add page in the Script Editor toolbar. A new blank page is added to the script. Use the Pages dropdown in the toolbar to switch between pages while building.

Adding a navigation button

  1. In the Field Options panel, select the Button tab.
  2. Drag a Navigation Button onto the page and position it where you want agents to see it.
  3. Select the edit icon on the button to open its configuration.
  4. Update the button text if needed, then use the Go to page dropdown to select the destination page.
  5. Enable Save on navigation if you want field data on the current page to be written to the database when the agent navigates away.
  6. Select Done, then save the script.