Screenshot Capture Guide

01

AA_01_caller_disconnected.png

Slide 3 — Step 1: Call Ends (first image)

Captured▼

Moment the call ends — Caller Disconnected banner visible

"Caller Disconnected" banner at top of adapter
"Set Disposition..." button fully visible at bottom
D365 workspace visible behind adapter

02

AA_02_wrapup_mode.png

Slide 3 — Step 1: Call Ends (cross-fade from 01)

Captured▼

Wrap-up state with timer running

"Agent Call: Wrap Up" status with timer
Call controls greyed out
"Set Disposition..." button still active

03

AA_03_disposition_panel_open.png

Slide 4 — Step 2: Set Disposition (first image)

Captured▼

Disposition dropdown open, nothing selected, End Interaction greyed

Search bar & disposition list visible
Quick Lookup — Recent / Frequent tabs
"End Interaction" greyed out

04

AA_04_disposition_selected.png

Slide 4 — Step 2: Set Disposition (cross-fade from 03)

Captured▼

Disposition selected, End Interaction now active/blue

Selected disposition row highlighted
"End Interaction" now active/blue

05

AA_05_end_interaction_ready_state.png

Slide 5 — Step 3: End Interaction

Captured▼

Adapter in ready/home state, new call entry in My Calls Today

Adapter home state with agent info & stats
New call entry readable in My Calls Today list

06

AA_06_phone_call_record_open.png

Slide 6 — Step 4: Open Phone Call Record

Captured▼

Phone Call tab open, Description field EMPTY

Tab bar with Phone Call, Timeline visible
Call metadata fields populated
Description field EMPTY

07

AA_07_timeline_aa_summary.png

Slide 7 — Step 5: Copy AA Summary (initial view)

Captured▼

Timeline tab with Five9-Agent-Assist-PRD summary entry

Timeline tab active
"Note modified by Five9-Agent-Assist-PRD" readable
Summary metadata & narrative visible

08

AA_08_timeline_summary_expanded.png

Slide 7 — Step 5: Copy AA Summary (expanded zoom)

Captured▼

Full expanded AA summary text for zoom-in

Full narrative paragraph readable

09

AA_09_description_pasted.png

Slide 8 — Step 6: Paste Summary

Captured▼

Phone Call tab with Description populated with AA summary

Description field populated — 3-4 lines readable
Category & Call fields visible

10

AA_10_regarding_and_custom_fields.png

Slide 9 — Step 7: Fill Regarding & Custom Fields

Captured▼

Bottom of Phone Call record — Regarding + Five9 Custom Fields

Regarding field populated
"Five9 Custom Fields" section with auto-populated values

11

AA_11_convert_to.png

Slide 10 — Step 8: Save, then Convert to Case (dropdown)

Captured▼

Process → Convert To → Case dropdown open

Process dropdown open with Convert To → To Case

Storyboard NoteSlide 10 now highlights: Save first! You must save the phone call record before converting or you may get an error.

12

AA_12_convert_to_case_popup.png

Slide 10 — Step 8: Confirmation popup (full screen)

Captured▼

Full-screen capture with confirmation popup overlaid on workspace

Full-screen capture (not cropped)
OK & Cancel buttons visible

13

AA_13_new_case_record.png

Slide 11 — New Case Record

Captured▼

Newly created case record with details & Timeline

Case Details — title, case number, customer
Timeline with phone call entry carried over

14a

AA_14a_task_menu.png

Slide 12 — Add Task: "+" Menu Open

Captured▼

Timeline "+" menu open showing Activity options including Task

"+" dropdown open with Appointment, Phone Call, Task options
Case record visible in background

14b

AA_14b_task_category_menu.png

Slide 13 — Task Category: Search & Select (first image)

Captured▼

New Task form with Category search dropdown — "truck" typed showing filtered results

Category dropdown open with search results (Truck Addition, Truck Closure, Truck Transfer, Truck Vysor)
Subject, Description, Regarding, Duration fields visible

15

AA_15_mark_complete.png

Slide 13 — Task Category: Selected, Ready to Mark Complete

Captured▼

Task with Truck Addition selected, Mark Complete button in toolbar

Category field shows "Truck Addition"
"Mark Complete" button visible in toolbar

16

AA_16_case_and_task.png

Slide 14 — Case with Completed Task

Captured▼

Case Timeline showing completed task above original phone call

Completed task entry — "Task completed by" with Truck Addition
Original phone call entry visible below the task

17

AA_17_assigned_group.png

Slide 15 — Assigned Group Search

Captured▼

Assigned Group field with "utah" typed, showing Utah groups dropdown

Assigned Group dropdown showing Utah Customer Service, Utah Email Team, Utah Fulfillment, etc.
"Required fields" banner visible at top

18

AA_18_resolve_popup.png

Slide 16 — Resolve Case Popup

Captured▼

New Case Resolution popup — Resolution Type: Problem Solved

"New Case Resolution" popup with Resolution Type & Resolution fields
Save & Close / Close buttons visible
Case record visible behind popup

19

AA_19_case_closed.png

Slide 17 — Case Resolved Confirmation

Captured▼

Closed/resolved case — read-only banner, Resolved status, full Timeline

"Read only: This record's status: Resolved" banner
Assigned Group: Utah Customer Service confirmed
Timeline showing resolution, task, and phone call history

#	Filename	Slide	What It Shows
01	`AA_01_caller_disconnected.png`	3	Caller Disconnected banner
02	`AA_02_wrapup_mode.png`	3	Wrap-Up mode with timer
03	`AA_03_disposition_panel_open.png`	4	Disposition dropdown, nothing selected
04	`AA_04_disposition_selected.png`	4	Disposition selected, End Interaction active
05	`AA_05_end_interaction_ready_state.png`	5	Adapter home + call in My Calls Today
06	`AA_06_phone_call_record_open.png`	6	Phone Call tab, Description EMPTY
07	`AA_07_timeline_aa_summary.png`	7	Timeline tab, AA summary entry
08	`AA_08_timeline_summary_expanded.png`	7	Full expanded AA summary text
09	`AA_09_description_pasted.png`	8	Description populated with summary
10	`AA_10_regarding_and_custom_fields.png`	9	Regarding + Five9 Custom Fields
11	`AA_11_convert_to.png`	10	Process → Convert To → Case
12	`AA_12_convert_to_case_popup.png`	10	Full-screen confirmation popup
13	`AA_13_new_case_record.png`	11	New case record + Timeline
14a	`AA_14a_task_menu.png`	12	"+" menu with Task option
14b	`AA_14b_task_category_menu.png`	13	Task Category search dropdown
15	`AA_15_mark_complete.png`	13	Category selected, Mark Complete ready
16	`AA_16_case_and_task.png`	14	Completed task + phone call in Timeline
17	`AA_17_assigned_group.png`	15	Assigned Group → Utah Customer Service
18	`AA_18_resolve_popup.png`	16	Resolve Case popup
19	`AA_19_case_closed.png`	17	Resolved case — read-only

Capture Settings

Screenshot → Slide Mapping

Storyline Build Reminders