Build views with the UI builder in Connect Customer
You can use the UI builder to create views for step-by-step guides and workspace pages. With the UI builder, you can:
-
Drag and drop UI components onto a canvas.
-
Arrange your layout.
-
Edit the properties and styles of each component.
The following image shows an example of the UI builder page.
-
The Create panel, where you choose components from the Library tab or start from the Templates tab.
-
Components are grouped in collapsible sections, such as General and Form. Drag them onto the canvas.
-
The canvas, where you lay out the view.
-
The Customize panel. Choose the global settings icon to set page-wide properties, such as columns, alignment, and colors. Select a component on the canvas to set its properties.
The following image shows an example of the Properties tab for the Address component. Choose the dynamic icon (the lightning bolt) to fill the field at runtime.
Access the UI builder
-
Log in to the Connect Customer admin website at https://
instance name.my.connect.aws/. Use an Admin account, or an account that has the Channels and flows - Views permission in its security profile. In the Connect Customer admin website, choose UI Management.
Choose Create View. In the Create View dialog box, specify a name for the view and choose the Purpose type. Views have two purposes:
Guides: Single-step or multistep workflows for agents, end customers, or managers. Guides show contact-specific or third-party data in one interface.
Workspace Page: Pages in a workspace, such as the home page. Workspace pages don't depend on a contact.
The UI builder opens. Start from a template, or build the view from scratch.
-
Choose Create new. An empty UI builder page appears, as shown in the following image.
