Get Started with Associate Assist

Upon logging into Associate Assist, the agent interface displays a welcome message along with your current Call History. This topic guides you through navigating and using the Associate Assist agent interface to help you maximize its call management capabilities.

Associate Assist Agent User Interface

Associate Assist operates in your web browser, enabling screen size adjustment for your preferred fit. A navigation bar at the top provides access to all interface features.

Adjust Screen Size

Adjust your browser window to accommodate the space you need on your screen for Associate Assist.

Full Screen View

Small Screen View

Navigation Bar

Use the navigation bar to access the following features:

Navigation Bar - Left Side

• Home Icon: Displays a welcome message along with your Call History list. (This is the default screen upon login.)
• Checklist Icon: Access the Checklist screen for your current call. The screen contains the following tabs:

• Assist Details – View your call progress through a checklist of key steps, including greeting, authentication, and needs assessment. Check off completed items like compliance notices or caller details to track your workflow. See the Use Associate Assist During a Call topic for to learn more about the Checklist screen.
• Transcript: – Review the conversation transcript. (Optional feature, available as needed.) See the Use Associate Assist During a Call topic to learn more about using transcripts.

Navigation Bar - Right Side

• Email Address: Displays the email address of the agent logged into the Associate Assist tool.

• Extension Number: The number located to the right side of the email address is the extension number for your contact center platform.

• Log Out (): Opens a log out confirmation window that allows you to log out of Associate Assist.