{"id":4250,"date":"2024-11-19T09:29:53","date_gmt":"2024-11-19T08:29:53","guid":{"rendered":"https:\/\/help.ino.cx\/?post_type=ht_kb&#038;p=4250"},"modified":"2024-11-19T09:29:54","modified_gmt":"2024-11-19T08:29:54","slug":"banner-an-overview","status":"publish","type":"ht_kb","link":"https:\/\/help.ino.cx\/index.php\/help-center\/banner-an-overview\/","title":{"rendered":"Banner: an overview"},"content":{"rendered":"\n<p>[<em>Reading time: 5 minutes<\/em>]<\/p>\n\n\n\n<p>If you&#8217;re new to INO, we recommend you first read the article &#8216;<a href=\"https:\/\/help.ino.cx\/index.php\/help-center\/banner-maker-reporter-an-overview\/\" data-type=\"link\" data-id=\"https:\/\/help.ino.cx\/index.php\/help-center\/banner-maker-reporter-an-overview\/\">Banner, Maker, Reporter: an overview<\/a>&#8216;.<\/p>\n\n\n\n<p>If you need to make the settings before you start using the Banner, have a look at the article \u2018<a href=\"https:\/\/help.ino.cx\/index.php\/help-center\/maker-an-overview\/\" data-type=\"link\" data-id=\"https:\/\/help.ino.cx\/index.php\/help-center\/maker-an-overview\/\" target=\"_blank\" rel=\"noreferrer noopener\">Maker: an overview<\/a>\u2019.<\/p>\n\n\n\n<figure class=\"wp-block-image aligncenter size-full is-resized\"><img loading=\"lazy\" decoding=\"async\" width=\"1080\" height=\"1080\" src=\"https:\/\/help.ino.cx\/wp-content\/uploads\/2024\/10\/Banner-an-overview.png\" alt=\"\" class=\"wp-image-4253\" style=\"width:200px\"\/><\/figure>\n\n\n\n<h2 class=\"wp-block-heading\">What, why, who, where ?  <\/h2>\n\n\n\n<p>The Banner is one of INO&#8217;s 3 applications (Banner, Maker, Reporter) which is used by advisors, managers and supervisors for interactions, collaboration, monitoring, quality, campaigns, invoices\u2026<\/p>\n\n\n\n<p>What is displayed on the screen (= which modules are accessible) will depend on what has been set for the <a href=\"https:\/\/help.ino.cx\/index.php\/help-center\/adding-new-profiles\/\" data-type=\"link\" data-id=\"https:\/\/help.ino.cx\/index.php\/help-center\/adding-new-profiles\/\" target=\"_blank\" rel=\"noreferrer noopener\">active profile<\/a>, in the Maker. <\/p>\n\n\n\n<p>When you log on to INO, you access the Banner directly. You will only be able to open one Banner page at a time. Exception: You may be able to open Supervision  (until 5 supervision pages) in new tabs and keep the Banner page open at the same time.<em> <\/em><\/p>\n\n\n\n<p>To do it, simply click on \u2018open in another tab\u2019.<\/p>\n\n\n\n<figure class=\"wp-block-image size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"783\" height=\"230\" src=\"https:\/\/help.ino.cx\/wp-content\/uploads\/2024\/10\/Capture-de\u0301cran-2024-10-21-a\u0300-15.24.30.png\" alt=\"\" class=\"wp-image-4254\"\/><\/figure>\n\n\n\n<p>To access each module, the user must have a profile that grants the necessary permissions. If they don&#8217;t have access, they might not see certain modules at all.<\/p>\n\n\n\n<p>You can change your active profile in the user capsule, like this: <\/p>\n\n\n\n<figure class=\"wp-block-image aligncenter size-full is-resized\"><img loading=\"lazy\" decoding=\"async\" width=\"1124\" height=\"1600\" src=\"https:\/\/help.ino.cx\/wp-content\/uploads\/2024\/10\/change-the-profile-in-the-banner.gif\" alt=\"\" class=\"wp-image-4256\" style=\"width:300px\"\/><\/figure>\n\n\n\n<h2 class=\"wp-block-heading\">Display<\/h2>\n\n\n\n<h3 class=\"wp-block-heading\" style=\"font-size:22px\">Home page<\/h3>\n\n\n\n<figure class=\"wp-block-image size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"2878\" height=\"1444\" src=\"https:\/\/help.ino.cx\/wp-content\/uploads\/2024\/10\/Banner-an-overview-home-page.png\" alt=\"\" class=\"wp-image-4309\"\/><\/figure>\n\n\n\n<p>By default, the Banner consists of a menu on the left with all the modules accessible according to profile.<br>On the right, the small banner is displayed.<br>In the middle, there are shortcuts to the various modules.<\/p>\n\n\n\n<p>At the top right, you&#8217;ll find the \u201cuser capsule\u201d drop-down menu. If you click on &#8216;my account&#8217;, you&#8217;ll be able to change your Banner display preferences:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>open the small banner on the right or left<\/li>\n\n\n\n<li>open the banner in pop-up mode (+ choose small or large)<\/li>\n\n\n\n<li>choose the default tab of the small banner (queue or conversations)<\/li>\n<\/ul>\n\n\n<p><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-4317\" src=\"https:\/\/help.ino.cx\/wp-content\/uploads\/2024\/10\/my-account-display-small-banner.gif\" alt=\"\" width=\"2011\" height=\"837\" \/><\/p>\n\n\n<p>For each module, you will find a button <strong>? Help<\/strong> to access the dedicated help centre article (depending on the module: sometimes top right, sometimes bottom left).<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" style=\"font-size:22px\">User capsule<\/h3>\n\n\n\n<figure class=\"wp-block-image aligncenter size-full is-resized\"><img loading=\"lazy\" decoding=\"async\" width=\"582\" height=\"946\" src=\"https:\/\/help.ino.cx\/wp-content\/uploads\/2024\/10\/Capture-de\u0301cran-2024-10-22-a\u0300-10.52.37.png\" alt=\"\" class=\"wp-image-4273\" style=\"width:250px\"\/><\/figure>\n\n\n\n<p>The user capsule on the Banner contains:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>The user&#8217;s initials by default (or an avatar if they change it), then first name and last name.<\/li>\n\n\n\n<li>Flow buttons: flow buttons activate the different flows for smart interaction (voice, email, messaging).<\/li>\n\n\n\n<li><a href=\"https:\/\/help.ino.cx\/index.php\/help-center\/profile-status-activity\/\" data-type=\"link\" data-id=\"https:\/\/help.ino.cx\/index.php\/help-center\/profile-status-activity\/\" target=\"_blank\" rel=\"noreferrer noopener\">Activity, status &amp; profile<\/a>: the user can change them if he has the rights. <\/li>\n\n\n\n<li><a href=\"https:\/\/help.ino.cx\/index.php\/help-center\/my-account-configuring-using\/\" data-type=\"link\" data-id=\"https:\/\/help.ino.cx\/index.php\/help-center\/my-account-configuring-using\/\" target=\"_blank\" rel=\"noreferrer noopener\">My account<\/a>: configuration of INO cx user account.<\/li>\n\n\n\n<li>Direct link to the &#8220;Maker&#8221;, &#8220;Supervision&#8221; and \u201cReporter\u201d applications.<\/li>\n\n\n\n<li>Disconnect. <em>Note: you will be automatically logged out of all other applications if you log out of the Banner.<\/em><\/li>\n<\/ul>\n\n\n\n<h3 class=\"wp-block-heading\" style=\"font-size:22px\">Small Banner<\/h3>\n\n\n\n<figure class=\"wp-block-image aligncenter size-full is-resized\"><img loading=\"lazy\" decoding=\"async\" width=\"600\" height=\"1538\" src=\"https:\/\/help.ino.cx\/wp-content\/uploads\/2024\/10\/Capture-de\u0301cran-2024-10-22-a\u0300-10.53.01.png\" alt=\"\" class=\"wp-image-4274\" style=\"width:300px;height:auto\"\/><\/figure>\n\n\n\n<p>The small Banner lets you manage all your interactions: access the queues for all channels, campaigns, internal conversations, daily statistics, interaction history and the directory.<\/p>\n\n\n\n<p>To read the article dedicated to the small Banner, please <a href=\"https:\/\/help.ino.cx\/index.php\/help-center\/small-banner-an-overview\/\" data-type=\"link\" data-id=\"https:\/\/help.ino.cx\/index.php\/help-center\/small-banner-an-overview\/\" target=\"_blank\" rel=\"noreferrer noopener\">click here<\/a>.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" style=\"font-size:22px\">Modules<\/h3>\n\n\n\n<p>If some modules are not displayed, this may be due to a missing right in the profile, which should be configured in the Maker, in &#8216;Profile&#8217; sub-module.<\/p>\n\n\n\n<p>Here is the list of modules available in the Banner:<\/p>\n\n\n\n<figure class=\"wp-block-image aligncenter size-full is-resized\"><img loading=\"lazy\" decoding=\"async\" width=\"98\" height=\"1352\" src=\"https:\/\/help.ino.cx\/wp-content\/uploads\/2024\/10\/Capture-de\u0301cran-2024-10-22-a\u0300-10.51.56.png\" alt=\"\" class=\"wp-image-4275\" style=\"width:40px\"\/><\/figure>\n\n\n\n<p>\u27a1\ufe0f <strong>Welcome page<\/strong><\/p>\n\n\n\n<p>\u27a1\ufe0f <strong>My colleagues<\/strong>: according to your rights, consult and modify &#8216;my account&#8217; information and\/or see your colleagues information.<\/p>\n\n\n\n<p>Read <a href=\"https:\/\/help.ino.cx\/index.php\/help-center\/my-account-configuring-using\/\" data-type=\"link\" data-id=\"https:\/\/help.ino.cx\/index.php\/help-center\/my-account-configuring-using\/\" target=\"_blank\" rel=\"noreferrer noopener\">the detailed article here!<\/a><\/p>\n\n\n\n<p>\u27a1\ufe0f <strong>Supervision<\/strong>: enables the supervisor to manage and monitor the activity of his team(s).<\/p>\n\n\n\n<p>Read <a href=\"https:\/\/help.ino.cx\/index.php\/help-center\/supervision-banner-how-to-use-it\/\" data-type=\"link\" data-id=\"https:\/\/help.ino.cx\/index.php\/help-center\/my-account-configuring-using\/\" target=\"_blank\" rel=\"noreferrer noopener\">the detailed article here!<\/a><\/p>\n\n\n\n<p>\u27a1\ufe0f <strong>Quality management<\/strong>: according to your rights, consult your or your teams&#8217; recordings, evaluations, qualifications questionnaires, surveys and scripts. <\/p>\n\n\n\n<p>Read<a href=\"https:\/\/help.ino.cx\/index.php\/help-center\/supervision-items\/\" data-type=\"link\" data-id=\"https:\/\/help.ino.cx\/index.php\/help-center\/supervision-items\/\" target=\"_blank\" rel=\"noreferrer noopener\"> the detailed article here!<\/a><\/p>\n\n\n\n<p>\u27a1\ufe0f <strong>Voicemail<\/strong>: find and process voicemail left by customers in smart routings. <\/p>\n\n\n\n<p>Read the detailed article here! (WIP)<\/p>\n\n\n\n<p>\u27a1\ufe0f Voice<\/p>\n\n\n\n<p>Read the detailed article here! (WIP)<\/p>\n\n\n\n<p>\u27a1\ufe0f Email<\/p>\n\n\n\n<p>Read the detailed article here! (WIP)<\/p>\n\n\n\n<p>\u27a1\ufe0f Messaging<\/p>\n\n\n\n<p>Read the detailed article here! (WIP)<\/p>\n\n\n\n<p>\u27a1\ufe0f CRM cards<\/p>\n\n\n\n<p>Read the detailed article here! (WIP)<\/p>\n\n\n\n<p>\u27a1\ufe0f <strong>Cases<\/strong>: according to your rights, create, consult, modify and delete cases. You may also consult CRM card and interactions linked to it. <\/p>\n\n\n\n<p>Read<a href=\"https:\/\/help.ino.cx\/index.php\/help-center\/cases-use-them\/\" data-type=\"link\" data-id=\"https:\/\/help.ino.cx\/index.php\/help-center\/cases-use-them\/\" target=\"_blank\" rel=\"noreferrer noopener\"> the detailed article here!<\/a><\/p>\n\n\n\n<p>\u27a1\ufe0f <strong>Tasks<\/strong>: according to your rights, create, consult, modify and delete tasks. You may also consult CRM card linked to it. <\/p>\n\n\n\n<p>Read <a href=\"https:\/\/help.ino.cx\/index.php\/help-center\/tasks-how-to-use-them\/#use-tasks-banner\" data-type=\"link\" data-id=\"https:\/\/help.ino.cx\/index.php\/help-center\/tasks-how-to-use-them\/#use-tasks-banner\" target=\"_blank\" rel=\"noreferrer noopener\">the detailed article here!<\/a> <\/p>\n\n\n\n<p>\u27a1\ufe0f <strong>My voice campaigns<\/strong>: consult the list of your active profile voice campaigns. Change the status of a campaign if you manage it, and choose to subscribe or not. Consult and manage in the other tab the pending targets.<\/p>\n\n\n\n<p>Read<a href=\"https:\/\/help.ino.cx\/index.php\/help-center\/campaigns-tab-banner\/\" data-type=\"link\" data-id=\"https:\/\/help.ino.cx\/index.php\/help-center\/campaigns-tab-banner\/\" target=\"_blank\" rel=\"noreferrer noopener\"> the detailed article here!<\/a><\/p>\n\n\n\n<p>\u27a1\ufe0f <strong>My SMS campaigns<\/strong>: consult the list of your active profile SMS campaigns. Change the status if you manage it, <\/p>\n\n\n\n<p>Read <a href=\"https:\/\/help.ino.cx\/index.php\/help-center\/campaigns-tab-banner\/\" data-type=\"link\" data-id=\"https:\/\/help.ino.cx\/index.php\/help-center\/campaigns-tab-banner\/\" target=\"_blank\" rel=\"noreferrer noopener\">the detailed article here!<\/a><\/p>\n\n\n\n<p>\u27a1\ufe0f Invoices<\/p>\n\n\n\n<p>Read the detailed article here! (WIP)<\/p>\n\n\n\n<p>\u27a1\ufe0f <strong>History of interactions<\/strong>: consult your interactions, and if you are a manager, your teams&#8217; interaction. <\/p>\n\n\n\n<p>Read<a href=\"https:\/\/help.ino.cx\/index.php\/help-center\/history-of-interactions\/\" data-type=\"link\" data-id=\"https:\/\/help.ino.cx\/index.php\/help-center\/history-of-interactions\/\" target=\"_blank\" rel=\"noreferrer noopener\"> the detailed article here! <\/a><\/p>\n\n\n\n<p>\u27a1\ufe0f <strong>Statistics<\/strong>: view statistical data about you, your teams and your queues. <\/p>\n\n\n\n<p>Read the detailed article here! (WIP)<\/p>\n","protected":false},"excerpt":{"rendered":"<p>[Reading time: 5 minutes] If you&#8217;re new to INO, we recommend you first read the article &#8216;Banner, Maker, Reporter: an overview&#8216;. If you need to make the settings before you start using the Banner, have a look at the article \u2018Maker: an overview\u2019. What, why, who, where ? The Banner&#8230;<\/p>\n","protected":false},"author":5,"comment_status":"closed","ping_status":"closed","template":"","format":"standard","meta":{"footnotes":""},"ht-kb-category":[103],"ht-kb-tag":[132],"class_list":["post-4250","ht_kb","type-ht_kb","status-publish","format-standard","hentry","ht_kb_category-ino-get-started","ht_kb_tag-banner"],"_links":{"self":[{"href":"https:\/\/help.ino.cx\/index.php\/wp-json\/wp\/v2\/ht-kb\/4250","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/help.ino.cx\/index.php\/wp-json\/wp\/v2\/ht-kb"}],"about":[{"href":"https:\/\/help.ino.cx\/index.php\/wp-json\/wp\/v2\/types\/ht_kb"}],"author":[{"embeddable":true,"href":"https:\/\/help.ino.cx\/index.php\/wp-json\/wp\/v2\/users\/5"}],"replies":[{"embeddable":true,"href":"https:\/\/help.ino.cx\/index.php\/wp-json\/wp\/v2\/comments?post=4250"}],"version-history":[{"count":38,"href":"https:\/\/help.ino.cx\/index.php\/wp-json\/wp\/v2\/ht-kb\/4250\/revisions"}],"predecessor-version":[{"id":4392,"href":"https:\/\/help.ino.cx\/index.php\/wp-json\/wp\/v2\/ht-kb\/4250\/revisions\/4392"}],"wp:attachment":[{"href":"https:\/\/help.ino.cx\/index.php\/wp-json\/wp\/v2\/media?parent=4250"}],"wp:term":[{"taxonomy":"ht_kb_category","embeddable":true,"href":"https:\/\/help.ino.cx\/index.php\/wp-json\/wp\/v2\/ht-kb-category?post=4250"},{"taxonomy":"ht_kb_tag","embeddable":true,"href":"https:\/\/help.ino.cx\/index.php\/wp-json\/wp\/v2\/ht-kb-tag?post=4250"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}