Cubu Docs
User Guide
User Guide
  • 👋Welcome to Cubu!
  • Getting Started
  • Understanding the Basics
    • Organizations
    • Process Management
      • 📚Introduction to Cases
      • 📚Service Models and Flow
      • 📚Storing Data with Fields
      • 📚Categorizing Cases with Tags
      • 📚Service Categories and Types
      • 📚Inboxes
      • 📚Routes
      • 📚Working Hours
      • 📚Walk-in Services
      • 📚Appointment-based Services
      • 📚Data Tables
      • 📚The Customers Data Table
      • 📚Automation
        • 📄Automation Triggers
        • 📄Automation Conditions
        • 📄Automation Actions
    • Agent Status Tracking
    • Portals
      • 📚Portal Flow I: Single Unit
      • 📚Portal Flow II: Cross Unit Search
      • 📚Prerequisites & Data Collection
    • Kiosks
      • 📚Kiosk Flow
      • 📚Kiosk Accessibility
    • Virtual Tickets
    • Service Level Alerts
    • Security and Permissions
      • Access Control
        • 📚Unit Access Permissions
        • 📚Inbox Access Permissions
        • 📚Service & Calendar Access Permissions
        • 📚Fields Access Permissions
        • 📚Data Table Access Permissions
      • 📚Built-in Roles
    • Subscriptions & Licensing
    • Chats Overview
  • User Tools
    • About Agents and Managers
    • Agent Console
      • ⚒️Agent Console Basics
      • ⚒️Processing Cases
      • ⚒️The Inbox Tab
      • ⚒️The Case Tab
      • ⚒️Workspace Settings Tab
    • Calendar
      • ⚒️Selecting Calendars
      • ⚒️Booking, Checking-in & Canceling Appointments
    • Appointment Booking
    • Data Manager
      • ⚒️Searching for Records
      • ⚒️Managing Data Records
    • Case Browser
    • General Tasks
      • ⚒️Updating your Profile
      • ⚒️Selecting Your Current Unit
      • ⚒️Change Language
      • ⚒️Switch Organization
    • Report Center
    • Real-time Monitor
      • Widgets Reference
      • Metrics Reference
  • Connected Apps
  • Admin Tools
    • About Administrators
    • Organization Tree
      • ⚒️Managing the Organization Tree
      • ⚒️Configuring Unit Access
      • ⚒️Configuring Time Zones
      • ⚒️Managing Inboxes
      • ⚒️Managing Routes
      • ⚒️Managing Workstations
      • ⚒️Managing Portals
      • ⚒️Managing Kiosks
        • ⚒️Printed Tickets Templates
    • Service & Process Configuration
      • ⚒️Global Service Settings
      • ⚒️Managing Service Categories
      • ⚒️Managing Service Types
      • ⚒️Managing Fields
      • ⚒️Managing Tags
      • ⚒️Managing Working Hours
      • ⚒️Managing Automations
      • ⚒️Managing Data Tables
      • ⚒️Managing Back-office Tasks
      • ⚒️Managing Alert Rules
    • Service Management
      • ⚒️Walk-in Services Settings
      • ⚒️Appointment-based Services Settings
      • ⚒️Managing Service Availability
      • ⚒️Manage Service Daily Plans
      • ⚒️Manage and Scedule Daily Plan Templates
    • Security and Permissions
      • ⚒️Managing Users & Invitations
      • ⚒️Managing Groups
    • Customer Engagement
      • ⚒️SMS Templates
      • ⚒️Email Templates
      • ⚒️ICS Templates
      • ⚒️Managing Themes
      • ⚒️Managing Fonts
      • ⚒️Media Library
      • 🗒️Dynamic Text Parameters (Messaging)
    • Localization and Translation
      • ⚒️Translating Resource Names
      • ⚒️Translating Kiosks, Portals, Tickets, and Chats
      • 📄Dynamic Text Parameters (Public Apps)
    • Organization Settings
      • ⚒️Organization General Settings
      • ⚒️Public Text Languages
      • ⚒️File Storage
      • ⚒️SSO
      • ⚒️BI and Reports
      • ⚒️Certificates
      • ⚒️Webhooks
      • ⚒️Integrations
      • ⚒️Groups
      • ⚒️Registered Applications
    • Chats Admin
      • ⚒️Chat Settings
      • ⚒️Chatbots Configuration
    • Billing
      • ⚒️Subscription Management
      • ⚒️Payments
    • Logs
      • ⚒️Event Log
      • ⚒️SMS Log
      • ⚒️Change Log
  • Digital Signage
    • 📚Digital Signage
    • 📚Digital Sign Appearance
    • ⚒️Managing Digital Signs
    • ⚒️Managing Screen and Frame Layouts
    • ⚒️Managing Playlists
    • ⚒️Managing Public Announcements
  • How To Guides
    • Agent Tasks
      • 🧐How to unlock a case processed by another user
    • Admin Tasks
      • 🧐How To: Compensate For No-shows
      • 🧐How To: Reference Data Records from Cases
      • 🧐How To: Configure a Phone Call Meeting
      • 🧐How To: Set Up a Kiosk Ticket Printer
      • 🧐How To: Configure SendGrid as an Email Provider
      • 🧐How To: Configure Mandrill as an Email Provider
      • 🧐How To: Use Google Fonts in Themes
    • Automations
      • 🧐How To: Use Automation to Send SMS
      • 🧐How To: Use Automation to Move a Case to Another Inbox
    • In-Branch Operations
      • 🧐How To: Use the Kiosk Client App
      • 🧐How To: Connect a Digital Sign
    • Kiosks
      • 🧐How To: Configure Accessible Kiosk with IVR
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On this page
  • Creating a Digital Sign
  • Digital Sign Settings
  • General Settings
  • Data
  • Directions
  1. Digital Signage

Managing Digital Signs

Digital signs are created in organizational units. The Digital Signage toolbelt provides tools for designing the appearance of digital signs, configuring their content, and managing operations.

Digital Signage / Signage Manager

Managing digital signs requires the Engagement Admin role.

Creating a Digital Sign

  • Go to Digital Signage / Signage Manager.

  • Click on a unit name.

  • Click Digital Signs to list digital signs in the selected unit. Note that each active digital requires a license. The page indicates the number of available licenses.

  • Click the New Digital Sign button to open the New Digital Sign dialog.

    • Sign Name: Enter a friendly name to help you identify the sign. For example, "Main Waiting Area Display" or "Cafeteria Display".

    • Layout: Select a screen layout to determine which frames to display and how they are organized.

    • Theme: Select a theme to control the sign's colors, fonts, and graphics.

  • Click Create

The new sign will automatically be assigned a license if your organization has available digital sign licenses. If there is no license available, the digital sign will be created without a license and cannot connect until you assign one.

Digital Sign Settings

General Settings

  • Sign Name: Enter a friendly name to help you identify the sign. For example, "Main Waiting Area Display" or "Cafeteria Display".

  • Layout: Select a screen layout to determine which frames to display and how they are organized.

  • Theme: Select a theme to control the sign's colors, fonts, and graphics.

  • Supported Languages: Choose the languages supported by the sign. If you choose multiple languages, the screen will switch between the languages every few seconds.

  • Enable Visual Announcements: Check this box to show the popup frame when a customer is called for service by an agent. Choose how long the popup should stay visible and the language to use when generating the popup content.

  • Enable Voice Announcements: Check this box to play an audio notification when an agent calls a customer. Use the dropdown to choose a Public Announcement, defining the text to read out and the voice to use. See Managing Public Announcements

  • Playlist: Select the playlist to play in the Media frame.

  • Portal QR Code: Select a portal in the current unit to show a QR code on the digital sign, allowing customers to scan the code and use the portal to enter the queue (your selected screen layout must contain a banner frame that supports QR codes).

Data

Use the Data tab to select queues to show on the sign in the Data frame.

To add a data item, use the Available Items dropdown to select an Inbox or a Service.

Adding Inboxes

When you add an inbox to a digital sign, the sign will display the inbox queue (pending and waiting cases) and active cases being served.

Adding Services

When you add services to the sign, the sign will display the target inboxes of the service active calendars.

This feature is useful when you have a service with varying calendars each day. Instead of showing empty queues, only inboxes linked to active calendars on the same day will be displayed.

Directions

Use the Direction tab to define the location of workstations in the unit relative to the display.

When visual announcements are used, the popup frame will show an arrow directing the customer to the calling workstation.

PreviousDigital Sign AppearanceNextManaging Screen and Frame Layouts

Last updated 8 months ago

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Digital Sign Data
Digital Sign Directions