To gain access to the Contact Hub, it firstly needs to be enabled on your portal. To do this, please contact the MaxSupport team or your Account Manager. If you are a new client, you can speak to the Implementations team as part of your onboarding to gain access. Alternatively, you can request access via the Explore page by filling in the form.
Enable for Users
Once the Contact Hub is enabled, you then need to enable it for your users. For this, users need a User Plan assigned with the Contact Hub enabled.
- Head to the Plans page
- Create or modify a plan and select the 'Contact Hub ' check box.
- Save changes on the page.
- Navigate to the CTU
- On the Users you wish to use the new Contact Hub, select the User Plan you have created/modified and save.
- When the User logs in, they will now be presented with the Contact Hub login screen rather than the WebAgent login screen.
Why is it enabled on a user by user basis?
We have allowed access on a user by user level for several reasons.
- Rather than an 'all or nothing' approach where all your staff have to be retrained and learn the Contact Hub, you can choose your own approach to training out and getting used to the changes.
- Easier to roll out to targeted staff - you can choose who you want to get started with it, whether that's admin, training staff, your most experienced users, specific teams or any other combination you require.
- Allows you to test features and usage to tailor it to your processes before rolling it out to the rest of your users.