Zingtree offers many ways to customize the look and functionality of your Agent Portal.

Customizing Agent Portal

1. From Team > Agents > Agent Tools, select Agent Portal Options:

   

2. This 3-tabbed set of options appears:

The General tab options:

• Agent Portal Title: If you'd like something different than the default "Agent Home", change this.
• Extra workflow URL parameters: You can customize how all workflows are displayed using Zingtree's default URL parameters. 
• Log Agent Out after:  Lets you set a timeout to force agents to log back in after a certain amount of idle time.
• Include Linked workflows: This expands the scope of searches in the Agent Portal.
• Language: Pick the language you'd like the agent portal to appear in for your agents.
• Logo: To replace the default Zingtree Agent Portal logo with your own:
  1. Click the Change in Orgainization Preferences link or go to My Account, Organization Preferences
  2. Click the Logo and Branding section.
  3. Click Upload Logo Image file.
  4. Locate a file to upload from your computer.
  5. Click Save New Logo.

The Buttons tab options:

• Choose to Show or Not Show the Start Again, Back, or Done with Customer buttons.
• Customize the text of the Start Again, Back, or Done with Customer buttons.
• Clicking the Done with Customer goes to: Change what happens when Done with Customer is selected. This can return to the same workflow (for a new customer) or go back to the list of workflows.
• Workflow Display: Lets you default between a concise view, and a more spacious layout.

The Code tab options:

• Customize Agent Portal with CSS/Style code: Add CSS to style the look of your Agent Portal.

• Publishing URL Parameters Reference