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Assign Codes to an Interaction

Requirements: See Working with Account and Wrap-Up Codes.

You can assign an Account Code or Wrap-Up Code to an interaction. The Account Code and Wrap-Up Codes drop-down lists contain the codes defined in Interaction Administrator.

To assign codes to an interaction, do one of the following:

When working with a callback request, chat, or email interaction, select the appropriate codes in the Interaction Properties sidebar.

Note: Wrap-Up codes are not used for email message replies or forwarded email messages.

When making a call, select a code in the Advanced Dialing Options dialog box.