Avaya BCM 5.0 - Contact Center - Intelligent Contact Center User Manual

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Summary of Contents

Page 1 - Operation Guide

BCM 5.0Contact CenterDocument Status: StandardDocument Number: NN40170-301Document Version: 01.01Date: August 2009Intelligent Contact Center Set Up an

Page 2 - Trademarks

10 ContentsNN40170-301NN40170-301Chapter 10Setting up Routing Tables. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 131Abo

Page 3 - Task List

100 Chapter 7 Off-premise Message NotificationNN40170-301NN40170-3019 Press OK or £ to accept the start time.10 Enter the time when Off-premise Messag

Page 4

Chapter 7 Off-premise Message Notification 101Intelligent Contact Center Set Up and Operation GuideChanging Off-premise Message NotificationYou can ch

Page 5

102 Chapter 7 Off-premise Message NotificationNN40170-301NN40170-3012 If you use the CallPilot interface:• Press °fi to open the Mailbox Tools• Press N

Page 6 - 6 Task List

Chapter 7 Off-premise Message Notification 103Intelligent Contact Center Set Up and Operation GuideTo change the destination from phone to another des

Page 7 - Contents

104 Chapter 7 Off-premise Message NotificationNN40170-301NN40170-30110 Press CHNG or ⁄ to change the start timeorpress NEXT or £ to accept the start t

Page 8

Chapter 7 Off-premise Message Notification 105Intelligent Contact Center Set Up and Operation GuideTo change the destination from pager to phone or ex

Page 9

106 Chapter 7 Off-premise Message NotificationNN40170-301NN40170-301To change the destination from phone or extension to pager9 Press CHNG or ⁄ to cha

Page 10

Chapter 7 Off-premise Message Notification 107Intelligent Contact Center Set Up and Operation Guide6 Enter the pager number and press OK or £ to conti

Page 11 - Chapter 15

108 Chapter 7 Off-premise Message NotificationNN40170-301NN40170-301Deleting a destination numberIf you have more than one destination number for Off-

Page 12

Chapter 7 Off-premise Message Notification 109Intelligent Contact Center Set Up and Operation GuideAdding a destination numberUse this procedure if yo

Page 13 - Chapter 19

Contents 11Intelligent Contact Center Set Up and Operation GuideSystem Configuration Report . . . . . . . . . . . . . . . . . . . . . . . . . . . .

Page 14 - 14 Contents

110 Chapter 7 Off-premise Message NotificationNN40170-301NN40170-301Turning Off-premise Message Notification on or offYou can turn Off-premise Message

Page 15 - Chapter 1

111Intelligent Contact Center Set Up and Operation GuideChapter 8Recording Contact Center greetingsAbout Contact Center greetingsContact Center greeti

Page 16 - 16 Chapter 1 Getting started

112 Chapter 8 Recording Contact Center greetingsNN40170-301NN40170-301Recording a Contact Center greetingBefore you record a greeting, write the greet

Page 17 - Chapter 1 Getting started 17

Chapter 8 Recording Contact Center greetings 113Intelligent Contact Center Set Up and Operation GuideTo record a Contact Center greeting1 Click the Co

Page 18 - 18 Chapter 1 Getting started

114 Chapter 8 Recording Contact Center greetingsNN40170-301NN40170-3013 Click the Voice link for the number of the greeting you want to record.The pag

Page 19 - Chapter 1 Getting started 19

Chapter 8 Recording Contact Center greetings 115Intelligent Contact Center Set Up and Operation Guide8 To listen to the recording, click Playorto save

Page 20 - Contact Center features

116 Chapter 8 Recording Contact Center greetingsNN40170-301NN40170-3013 Click the Voice link for the number of the greeting you want to record.The pag

Page 21 - Chapter 1 Getting started 21

Chapter 8 Recording Contact Center greetings 117Intelligent Contact Center Set Up and Operation GuideTo export a previously recorded greeting1 Start C

Page 22 - Acronyms

118 Chapter 8 Recording Contact Center greetingsNN40170-301NN40170-301

Page 23 - Symbols and text conventions

119Intelligent Contact Center Set Up and Operation GuideChapter 9Setting up Intelligent RoutingAbout Intelligent RoutingIntelligent Routing gives you

Page 24 - Related Publications

12 ContentsNN40170-301NN40170-301Break Time . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

Page 25 - How to get Help

120 Chapter 9 Setting up Intelligent RoutingNN40170-301NN40170-301Intelligent Overflow Routing handles calls differently depending on the rules that y

Page 26 - 26 Chapter 1 Getting started

Chapter 9 Setting up Intelligent Routing 121Intelligent Contact Center Set Up and Operation Guide• changing the priority of the callExamples of Intell

Page 27 - Chapter 2

122 Chapter 9 Setting up Intelligent RoutingNN40170-301NN40170-301• selects Change Call Priority only as the action and selects 1 as the new call prio

Page 28 - Starting CallPilot Manager

Chapter 9 Setting up Intelligent Routing 123Intelligent Contact Center Set Up and Operation Guide• sets the timer to 2 minutes and 30 seconds• selects

Page 29 - Contact Center access

124 Chapter 9 Setting up Intelligent RoutingNN40170-301NN40170-301Example 6In this example, calls to the contact center go to skillset 1, which is the

Page 30

Chapter 9 Setting up Intelligent Routing 125Intelligent Contact Center Set Up and Operation GuideExample 8In this example, calls to the contact center

Page 31 - Using the dialpad

126 Chapter 9 Setting up Intelligent RoutingNN40170-301NN40170-3014 Click the Overflow link for the skillset you want to add Intelligent Overflow Rout

Page 32 - About telephone buttons

Chapter 9 Setting up Intelligent Routing 127Intelligent Contact Center Set Up and Operation Guidedo not select the Agents Not Logged In check box and

Page 33

128 Chapter 9 Setting up Intelligent RoutingNN40170-301NN40170-301To move an Intelligent Overflow rule1 Start CallPilot Manager.2 Click the Contact Ce

Page 34

Chapter 9 Setting up Intelligent Routing 129Intelligent Contact Center Set Up and Operation Guide5 Click the Overflow link for the skillset with the r

Page 35 - Chapter 3

Contents 13Intelligent Contact Center Set Up and Operation GuideResetting the Contact Center Administrator password . . . . . . . . . . . . . . . . .

Page 36 - To program a memory button

130 Chapter 9 Setting up Intelligent RoutingNN40170-301NN40170-301

Page 37 - Supervisors

131Intelligent Contact Center Set Up and Operation GuideChapter 10Setting up Routing TablesAbout Routing TablesRouting tables determine how the system

Page 38 - Agent Feature Codes

132 Chapter 10 Setting up Routing TablesNN40170-301NN40170-301As you create routing tables, each table shows whether it detects faxes.Expected Wait Ti

Page 39

Chapter 10 Setting up Routing Tables 133Intelligent Contact Center Set Up and Operation GuideTo set up EWT1 Record EWT Greetings.Refer to “Recording E

Page 40

134 Chapter 10 Setting up Routing TablesNN40170-301NN40170-301To set up an EWT Table1 Click the Contact Center heading.2 Click the Expected Wait Time

Page 41 - Chapter 4

Chapter 10 Setting up Routing Tables 135Intelligent Contact Center Set Up and Operation Guide4 Click Add.The Wait Time Interval page appears.5 In the

Page 42 - Agent properties

136 Chapter 10 Setting up Routing TablesNN40170-301NN40170-30113 In the EWT Table box type a descriptive name for the table, for example Peak Hours.Th

Page 43

Chapter 10 Setting up Routing Tables 137Intelligent Contact Center Set Up and Operation GuideTo change an EWT Table1 Click the Expected Wait Time Tabl

Page 44 - To add an agent

138 Chapter 10 Setting up Routing TablesNN40170-301NN40170-301Greeting step parametersYou can assign these parameters to greeting steps. If the first

Page 45

Chapter 10 Setting up Routing Tables 139Intelligent Contact Center Set Up and Operation GuideAdding a Greeting stepGreeting steps play a message to wa

Page 46 - Adding more than one agent

14 ContentsNN40170-301NN40170-301

Page 47 - To add more than one agent

140 Chapter 10 Setting up Routing TablesNN40170-301NN40170-3014 Click the Day or the Night link for the skillset to which you want to add a greeting s

Page 48 - Changing agent information

Chapter 10 Setting up Routing Tables 141Intelligent Contact Center Set Up and Operation Guide— Select the CCR check box if you want callers to be able

Page 49 - To change agent information

142 Chapter 10 Setting up Routing TablesNN40170-301NN40170-3019 Click Close to return to the Skillset list.Adding a Goto stepGoto steps send a caller

Page 50 - Deleting an agent

Chapter 10 Setting up Routing Tables 143Intelligent Contact Center Set Up and Operation Guide• Create a specific Auto Attendant table and CCR tree for

Page 51 - Forcing an agent off

144 Chapter 10 Setting up Routing TablesNN40170-301NN40170-301To add a Disconnect step1 Start CallPilot Manager.2 Click the Contact Center heading.3 C

Page 52

Chapter 10 Setting up Routing Tables 145Intelligent Contact Center Set Up and Operation GuideAssigning Routing Table hours of operationTo assign the r

Page 53 - Chapter 5

146 Chapter 10 Setting up Routing TablesNN40170-301NN40170-3015 For each day of the week set the hours of operation for the skillset:• to have the ski

Page 54 - Skillset properties

Chapter 10 Setting up Routing Tables 147Intelligent Contact Center Set Up and Operation GuideTo set the Service Mode for a skillset1 Press ≤·°¤.Enter

Page 55

148 Chapter 10 Setting up Routing TablesNN40170-301NN40170-301Example of a Day Routing TableTo set up the routing table steps is shown in “Example of

Page 56

Chapter 10 Setting up Routing Tables 149Intelligent Contact Center Set Up and Operation Guide8 Click Submit.The Greeting step appears as step 1 in the

Page 57

15Intelligent Contact Center Set Up and Operation GuideChapter 1Getting started About this GuideThe Contact Center Set Up and Operation Guide describe

Page 58 - Setting up DID routing

150 Chapter 10 Setting up Routing TablesNN40170-301NN40170-30129 Click Close to return to the Skillset List page.Example of a Night Routing TableTo se

Page 59 - Setting up CLID/DNIS Routing

Chapter 10 Setting up Routing Tables 151Intelligent Contact Center Set Up and Operation GuideChanging a Routing TableYou must disable a skillset befor

Page 60

152 Chapter 10 Setting up Routing TablesNN40170-301NN40170-3015 Click the Modify link for the step you want to change.The Routing Step page appears.6

Page 61 - To add a CLID/DNIS Route

153Intelligent Contact Center Set Up and Operation GuideChapter 11Creating Caller Input RulesYou can create Caller Input Rules that route calls to oth

Page 62 - To change a CLID/DNIS Route

154 Chapter 11 Creating Caller Input RulesNN40170-301NN40170-3014 Click the Create link for the Caller Input Rules Table you want to add a rule to.The

Page 63 - Dynamic Agent Priority

Chapter 11 Creating Caller Input Rules 155Intelligent Contact Center Set Up and Operation Guide8 Click Add.The Match Rule Setup page appears.9 In the

Page 64

156 Chapter 11 Creating Caller Input RulesNN40170-301NN40170-301— if you select Line or Pool, in the Line/Pool# box type the line or line pool number

Page 65

Chapter 11 Creating Caller Input Rules 157Intelligent Contact Center Set Up and Operation GuideAn example of using Intelligent Caller Routing, Advance

Page 66 - Viewing agents in a skillset

158 Chapter 11 Creating Caller Input RulesNN40170-301NN40170-301Changing a Caller Input ruleYou can change a caller input rule at any time. If you wan

Page 67 - Disabling a skillset

Chapter 11 Creating Caller Input Rules 159Intelligent Contact Center Set Up and Operation GuideDeleting a Caller Input ruleYou can delete a Caller Inp

Page 68 - Automatic login

16 Chapter 1 Getting startedNN40170-301NN40170-301Table 1 Intelligent Contact Center Capacities for BCM450Features Intelligent Contact Center for BC

Page 69 - Configuring automatic log in

160 Chapter 11 Creating Caller Input RulesNN40170-301NN40170-301

Page 70 - 9 Click Submit

161Intelligent Contact Center Set Up and Operation GuideChapter 12Line administrationBefore Contact Center can answer an incoming line, you must assig

Page 71 - Chapter 6

162 Chapter 12 Line administrationNN40170-301NN40170-301Configuring linesYou must disable a skillset and wait until there are no calls in the skillset

Page 72 - Indication telephone

Chapter 12 Line administration 163Intelligent Contact Center Set Up and Operation Guide4 From the Answer Mode list box, select Contact Center.5 In the

Page 73

164 Chapter 12 Line administrationNN40170-301NN40170-301

Page 74 - Opening a skillset mailbox

165Intelligent Contact Center Set Up and Operation GuideChapter 13Setting up Contact Center general propertiesSetting up Contact Center includes assig

Page 75 - Skillset mailbox password

166 Chapter 13 Setting up Contact Center general propertiesNN40170-301NN40170-301To assign the Contact Center language1 Start CallPilot Manager.2 Clic

Page 76

Chapter 13 Setting up Contact Center general properties 167Intelligent Contact Center Set Up and Operation GuideGeneral Contact Center propertiesWhen

Page 77

168 Chapter 13 Setting up Contact Center general propertiesNN40170-301NN40170-301Supervisor Help Request TimeoutThe Supervisor Help Request Timeout is

Page 78

Chapter 13 Setting up Contact Center general properties 169Intelligent Contact Center Set Up and Operation Guide3 Click the General Properties link.Th

Page 79

Chapter 1 Getting started 17Intelligent Contact Center Set Up and Operation GuideAdvanced Intelligent Caller Input Routing: the ability to route a cal

Page 80 - to select a greeting

170 Chapter 13 Setting up Contact Center general propertiesNN40170-301NN40170-30111 Click Submit.System Configuration ReportThe System Configuration R

Page 81

Chapter 13 Setting up Contact Center general properties 171Intelligent Contact Center Set Up and Operation GuideContact Center GreetingsLists for each

Page 82

172 Chapter 13 Setting up Contact Center general propertiesNN40170-301NN40170-301To generate the System Configuration Report1 Start CallPilot Manger.2

Page 83

173Intelligent Contact Center Set Up and Operation GuideChapter 14Monitoring Contact Center call activityMonitoring call activityYou can monitor call

Page 84 - REC ADMIN

174 Chapter 14 Monitoring Contact Center call activityNN40170-301NN40170-301Setting up Silent Monitor on your systemFor monitoring to be silent, you m

Page 85

Chapter 14 Monitoring Contact Center call activity 175Intelligent Contact Center Set Up and Operation GuideUsing Silent Monitor with Answer DNIf you h

Page 86 - COMP MBOX EXIT

176 Chapter 14 Monitoring Contact Center call activityNN40170-301NN40170-3014 Press IN to log on to one or more skillsets that you want to monitor. Yo

Page 87 - Retrieving erased messages

Chapter 14 Monitoring Contact Center call activity 177Intelligent Contact Center Set Up and Operation GuideAbout monitoring sessionsReceiving a call o

Page 88 - Replying to messages

178 Chapter 14 Monitoring Contact Center call activityNN40170-301NN40170-301Monitoring skillsetsUse ≤·‚· (Display Waiting Calls) to view information a

Page 89

Chapter 14 Monitoring Contact Center call activity 179Intelligent Contact Center Set Up and Operation GuideAn example of monitoring skillsetsIn the ex

Page 90

18 Chapter 1 Getting startedNN40170-301NN40170-301Table 2 Intelligent Contact Center Capacities for BCM50 Features Intelligent Contact Center for BC

Page 91 - Chapter 7

180 Chapter 14 Monitoring Contact Center call activityNN40170-301NN40170-301Taking some Not Ready timeIf you use ≤·‚° (Not Ready), you do not receive

Page 92

Chapter 14 Monitoring Contact Center call activity 181Intelligent Contact Center Set Up and Operation GuideLogging offLog off when you complete your s

Page 93

182 Chapter 14 Monitoring Contact Center call activityNN40170-301NN40170-301If a help request is escalated to a supervisor, their ≤·‚fl indicator flash

Page 94

Chapter 14 Monitoring Contact Center call activity 183Intelligent Contact Center Set Up and Operation GuideAgents can request Supervisor Help only if

Page 95

184 Chapter 14 Monitoring Contact Center call activityNN40170-301NN40170-301How to handle missed requestsWhen a supervisor’s Supervisor Help LCD indic

Page 96

Chapter 14 Monitoring Contact Center call activity 185Intelligent Contact Center Set Up and Operation GuideFor a missed request, the prompt “aa asked

Page 97

186 Chapter 14 Monitoring Contact Center call activityNN40170-301NN40170-301

Page 98

187Intelligent Contact Center Set Up and Operation GuideChapter 15Activity CodesAgents use Activity Codes to allocate the time they spend on calls to

Page 99

188 Chapter 15 Activity CodesNN40170-301NN40170-301Agents have the option of pressing ≤·‚‡ to enter an Activity Code from the time the call starts unt

Page 100

Chapter 15 Activity Codes 189Intelligent Contact Center Set Up and Operation GuideExamples of Activity Code callsDuring an active call, each time an a

Page 101

Chapter 1 Getting started 19Intelligent Contact Center Set Up and Operation GuideIntelligent Overflow Routing: rules you create to overflow, change th

Page 102

190 Chapter 15 Activity CodesNN40170-301NN40170-301AutopegsWhether an agent is Prompted or Optional, if the agent enters an Activity Code while a call

Page 103

Chapter 15 Activity Codes 191Intelligent Contact Center Set Up and Operation GuideSystem Activity CodesSystem Activity Codes track statistics that can

Page 104

192 Chapter 15 Activity CodesNN40170-301NN40170-301Examples of System Activity Code callsExample 1: No PegA call where the agent does not enter an Act

Page 105

Chapter 15 Activity Codes 193Intelligent Contact Center Set Up and Operation GuideExamples of Prompted and Optional CallsExample 1: Optional where the

Page 106

194 Chapter 15 Activity CodesNN40170-301NN40170-301Example 5: The first agent is Prompted and the second agent is OptionalHow Activity Codes interact

Page 107

Chapter 15 Activity Codes 195Intelligent Contact Center Set Up and Operation GuideExample 2: The first agent enters an Activity CodeExample 3: The sec

Page 108 - Deleting a destination number

196 Chapter 15 Activity CodesNN40170-301NN40170-301It is the agent's responsibility to either enter an Activity Code or release the session. Othe

Page 109 - Adding a destination number

Chapter 15 Activity Codes 197Intelligent Contact Center Set Up and Operation GuideCreating, changing, and deleting Activity CodesYou create Activity C

Page 110

198 Chapter 15 Activity CodesNN40170-301NN40170-301To change an Activity CodeYou can change an Activity Code’s name and description. You cannot change

Page 111 - Chapter 8

Chapter 15 Activity Codes 199Intelligent Contact Center Set Up and Operation GuideExample of an Activity Code list created in NotepadExample of an Act

Page 112 - NN40170-301NN40170-301

Copyright © 2009 Nortel Networks, All Rights ReservedThe information in this document is subject to change without notice. The statements, configurati

Page 113 - 2 Click the Greetings link

20 Chapter 1 Getting startedNN40170-301NN40170-301Contact Center featuresContact Center has many features that give your Contact Center advanced and f

Page 114

200 Chapter 15 Activity CodesNN40170-301NN40170-301The Importing Activity Codes dialog box appears.3 In the Load Activity Code From box, enter the pat

Page 115

Chapter 15 Activity Codes 201Intelligent Contact Center Set Up and Operation GuideAssigning Activity Code settings to agents and skillsetsBy default a

Page 116

202 Chapter 15 Activity CodesNN40170-301NN40170-3014 The agent can press YES to enter another Activity Code or press NO to end the ≤·‚‡ session.Pressi

Page 117

203Intelligent Contact Center Set Up and Operation GuideChapter 16Tips for operating Contact CenterThis chapter provides tips to improve the operation

Page 118

204 Chapter 16 Tips for operating Contact CenterNN40170-301NN40170-301Routing Table administration• Use Forced Play greetings sparingly. If you use Fo

Page 119 - Chapter 9

Chapter 16 Tips for operating Contact Center 205Intelligent Contact Center Set Up and Operation GuideHow to calculate the longest time a caller can be

Page 120 - Condition

206 Chapter 16 Tips for operating Contact CenterNN40170-301NN40170-301Tips to improve the efficiency of Contact CenterPlan for busy times:• when you a

Page 121 - Example 2

207Intelligent Contact Center Set Up and Operation GuideChapter 17Examples of Contact Center configurationsThere are many ways to set up Contact Cente

Page 122 - Example 4

208 Chapter 17 Examples of Contact Center configurationsNN40170-301NN40170-301• “Overflow” on page 216“Skillset 3” on page 217• “Routing Tables” on pa

Page 123 - Example 5

Chapter 17 Examples of Contact Center configurations 209Intelligent Contact Center Set Up and Operation GuideGeneral Configuration Additional keycode

Page 124 - Example 7

Chapter 1 Getting started 21Intelligent Contact Center Set Up and Operation GuideUsing CallPilot call routing with Contact CenterCallPilot is a versat

Page 125 - Example 8

210 Chapter 17 Examples of Contact Center configurationsNN40170-301NN40170-301General PropertiesCaller Input RulesGreeting 53 The expected wait time f

Page 126

Chapter 17 Examples of Contact Center configurations 211Intelligent Contact Center Set Up and Operation GuideExpected Wait TimeActivity CodesLines

Page 127

212 Chapter 17 Examples of Contact Center configurationsNN40170-301NN40170-301Skillset 1Routing TablesPropertiesName SalesMWI DN 333Method Least busyA

Page 128

Chapter 17 Examples of Contact Center configurations 213Intelligent Contact Center Set Up and Operation GuideService ModeNight Routing Table steps1 -

Page 129

214 Chapter 17 Examples of Contact Center configurationsNN40170-301NN40170-301OverflowSkillset 2PropertiesName SupportMWI DN 334Method Least BusyAtten

Page 130

Chapter 17 Examples of Contact Center configurations 215Intelligent Contact Center Set Up and Operation GuideRouting TablesDay Routing Table steps1 -

Page 131 - Chapter 10

216 Chapter 17 Examples of Contact Center configurationsNN40170-301NN40170-301Service ModeOverflow

Page 132 - Expected Wait Time

Chapter 17 Examples of Contact Center configurations 217Intelligent Contact Center Set Up and Operation GuideSkillset 3Routing TablesPropertiesName In

Page 133 - Recording EWT greetings

218 Chapter 17 Examples of Contact Center configurationsNN40170-301NN40170-301Service ModeOverflowNight Routing Table steps1 - Transfer to extension

Page 134 - To set up an EWT Table

Chapter 17 Examples of Contact Center configurations 219Intelligent Contact Center Set Up and Operation GuideSkillset 4Routing TablesPropertiesName Pr

Page 135

22 Chapter 1 Getting startedNN40170-301NN40170-301Auto AttendantThe Auto Attendant answers incoming calls and presents callers with a greeting. After

Page 136 - To delete an EWT Table

220 Chapter 17 Examples of Contact Center configurationsNN40170-301NN40170-301Service ModeOverflowNight Routing Table steps1 - Transfer to extension

Page 137 - To change an EWT Table

Chapter 17 Examples of Contact Center configurations 221Intelligent Contact Center Set Up and Operation GuideMultimedia Contact CenterMosaic Hardwood

Page 138 - Greeting step parameters

222 Chapter 17 Examples of Contact Center configurationsNN40170-301NN40170-301Activity CodesGreeting 148VoiceWelcome to Mosaic Hardwood Flooring. Plea

Page 139 - To add a Greeting step

Chapter 17 Examples of Contact Center configurations 223Intelligent Contact Center Set Up and Operation GuideLinesSkillset 5Skillsets 1 - 4 are unchan

Page 140

224 Chapter 17 Examples of Contact Center configurationsNN40170-301NN40170-301Routing TablesDay Routing Table steps1 - Greeting 148 Forced Greeting2 -

Page 141 - To add a Distribute for step

Chapter 17 Examples of Contact Center configurations 225Intelligent Contact Center Set Up and Operation GuideService ModeOverflow

Page 142 - Adding a Transfer step

226 Chapter 17 Examples of Contact Center configurationsNN40170-301NN40170-301

Page 143 - Adding a Disconnect step

227Intelligent Contact Center Set Up and Operation GuideChapter 18Troubleshooting Contact CenterThis chapter contains troubleshooting information for

Page 144 - To add a Disconnect step

228 Chapter 18 Troubleshooting Contact CenterNN40170-301NN40170-301To reset the Operator password using a phoneResetting the Contact Center Administra

Page 145

Chapter 18 Troubleshooting Contact Center 229Intelligent Contact Center Set Up and Operation GuideImportant considerations about how agents use featur

Page 146

Chapter 1 Getting started 23Intelligent Contact Center Set Up and Operation GuideSymbols and text conventionsThese symbols are used to Highlight criti

Page 147

230 Chapter 18 Troubleshooting Contact CenterNN40170-301NN40170-301Do Not DisturbInstead of using Do Not Disturb, agents must use the Not Ready Featur

Page 148

Chapter 18 Troubleshooting Contact Center 231Intelligent Contact Center Set Up and Operation Guide• Meridian and Norstar telephones: If you use a head

Page 149

232 Chapter 18 Troubleshooting Contact CenterNN40170-301NN40170-301To change a skillset mailbox CDN1 Start CallPilot Manager.2 Click the Mailbox Admin

Page 150

Chapter 18 Troubleshooting Contact Center 233Intelligent Contact Center Set Up and Operation Guide• Check whether your Transfer Ringback Timer has a h

Page 151 - Changing a Routing Table

234 Chapter 18 Troubleshooting Contact CenterNN40170-301NN40170-301Contact Center calls do not follow Call Forward rules, but non-Contact Center calls

Page 152 - To delete Routing Table steps

235Intelligent Contact Center Set Up and Operation GuideChapter 19Contact Center Programming RecordFor this programming task see on pageRecord the Fea

Page 153 - Chapter 11

236 Chapter 19 Contact Center Programming RecordNN40170-301NN40170-301Feature CodesGeneral Contact Center propertiesOperator/Business StatusFeature co

Page 154

Chapter 19 Contact Center Programming Record 237Intelligent Contact Center Set Up and Operation GuideContact Center skillsetsSkillset parameterRules D

Page 155

238 Chapter 19 Contact Center Programming RecordNN40170-301NN40170-301Contact Center GreetingsGreeting numberGreeting information

Page 156 - Using wildcard characters

Chapter 19 Contact Center Programming Record 239Intelligent Contact Center Set Up and Operation GuideIntelligent Overflow RoutingSkillset:Service Mode

Page 157

24 Chapter 1 Getting startedNN40170-301NN40170-301These conventions and symbols are used to represent the Business Series Terminal display and.These t

Page 158 - Changing a Caller Input rule

240 Chapter 19 Contact Center Programming RecordNN40170-301NN40170-301Contact Center agentsAgent IDand typeAgent name Supervisor statusY/NNames and #s

Page 159 - Deleting a Caller Input rule

Chapter 19 Contact Center Programming Record 241Intelligent Contact Center Set Up and Operation GuideSkillset assignmentsSkillset name and # Agent ID

Page 160

242 Chapter 19 Contact Center Programming RecordNN40170-301NN40170-301Skillset mailboxesSkillset # Mailbox name Mailbox number (Control DN)MWI extensi

Page 161 - Chapter 12

Chapter 19 Contact Center Programming Record 243Intelligent Contact Center Set Up and Operation GuideRouting TablesSkillset # _______________

Page 162 - Configuring lines

244 Chapter 19 Contact Center Programming RecordNN40170-301NN40170-301Caller Input RulesRule table # _______________ Length: Fixed _____

Page 163 - To configure several lines

Chapter 19 Contact Center Programming Record 245Intelligent Contact Center Set Up and Operation GuideIntelligent CLID/DNIS RoutingType of call: Line,

Page 164

246 Chapter 19 Contact Center Programming RecordNN40170-301NN40170-301Line answeringLine # Skillset # # of rings (0 to 12) for Caller ID minimum 2 rin

Page 165 - Chapter 13

247Intelligent Contact Center Set Up and Operation GuideGlossaryAASee Automated Attendant.AgentAn agent is a person who is assigned to answer calls fo

Page 166

248 GlossaryNN40170-301NN40170-301See Custom Call Routing.CDNSee Control Directory Number.Contact CenterContact Center receives, holds and routes call

Page 167 - Reserved channels

Glossary 249Intelligent Contact Center Set Up and Operation GuideChannelA channel is the voice path that Contact Center uses to play greetings to call

Page 168 - Enable Caller ID

Chapter 1 Getting started 25Intelligent Contact Center Set Up and Operation GuideContact Center Agent Guide (NN40040-101)Contact Center Supervisor Gui

Page 169

250 GlossaryNN40170-301NN40170-301The same agent can have a priority of 3 when they are logged on to the Spanish skillset and, a priority of 6 when th

Page 170 - System Configuration Report

Glossary 251Intelligent Contact Center Set Up and Operation GuideMemory button indicatorMemory button indicators are the triangular-shaped indicators

Page 171

252 GlossaryNN40170-301NN40170-301Real timeReal time is a term for when there is very little response time between when an event occurs and when the i

Page 172

253Intelligent Contact Center Set Up and Operation GuideIndexNumerics24 Hour Service mode, skillset 120AActivity Codes 56agent settings 201Autop

Page 173

254 IndexNN40170-301NN40170-301Channelsreserved 167voice 167Character limitfor Off-premise Message Notification destination number 96, 98, 100,

Page 174

Index 255Intelligent Contact Center Set Up and Operation GuideMonitor skillsets 38Not Ready 38Open Mailbox 37, 38Operator Settings 37programmi

Page 175 - Monitoring tips

256 IndexNN40170-301NN40170-301pausing 85previous, CallPilot 86previous, Norstar Voice Mail 85rewinding 84, 86skipping forward 85, 86skippin

Page 176

Index 257Intelligent Contact Center Set Up and Operation Guideto an external message sender 90using the DIAL option 89to an internal message sende

Page 177 - About monitoring sessions

258 IndexNN40170-301NN40170-301leaving a message in 204, 206listening to messages 83Message Waiting Indication extension 71messages 83messages

Page 178 - To monitor skillsets

26 Chapter 1 Getting startedNN40170-301NN40170-301Getting Help through a Nortel distributor or reseller If you purchased a service contract for your N

Page 179

27Intelligent Contact Center Set Up and Operation GuideChapter 2About setting up Contact CenterYou can set up Contact Center using a display telephone

Page 180 - Taking some Not Ready time

28 Chapter 2 About setting up Contact CenterNN40170-301NN40170-3014 Click Load File.The Open file dialog box appears.5 Browse to where you saved the k

Page 181 - Supervisor Help

Chapter 2 About setting up Contact Center 29Intelligent Contact Center Set Up and Operation GuideAbout the CallPilot Manager interfaceSystem timeoutA

Page 182 - How Supervisor Help works

3Intelligent Contact Center Set Up and Operation GuideTask ListGetting started . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

Page 183 - Configuring Supervisor Help

30 Chapter 2 About setting up Contact CenterNN40170-301NN40170-301For information about Contact Center access rights, see the BCM 5.0 Administration a

Page 184 - How to handle missed requests

Chapter 2 About setting up Contact Center 31Intelligent Contact Center Set Up and Operation GuideSystem timeoutIf you pause longer than two minutes (1

Page 185

32 Chapter 2 About setting up Contact CenterNN40170-301NN40170-301The prompt disappears for these command line prompts:• Name:•Log:•Dest ph:Symbols an

Page 186

Chapter 2 About setting up Contact Center 33Intelligent Contact Center Set Up and Operation GuideThe T7100 works differently from other telephones on

Page 187

34 Chapter 2 About setting up Contact CenterNN40170-301NN40170-301

Page 188 - Optional

35Intelligent Contact Center Set Up and Operation GuideChapter 3Using Feature CodesYou use Feature Codes to perform Contact Center functions on your t

Page 189 - Chapter 15 Activity Codes 189

36 Chapter 3 Using Feature CodesNN40170-301NN40170-301Programming a memory button with a Feature CodeEach Feature Code can be programmed to a memory b

Page 190 - Examples of Autopeg calls

Chapter 3 Using Feature Codes 37Intelligent Contact Center Set Up and Operation GuideFeature Codes used by Contact Center Administrator and Supervisor

Page 191 - System Activity Codes

38 Chapter 3 Using Feature CodesNN40170-301NN40170-301Feature Codes used by Contact Center agentsIf you have Custom Feature Codes, record them in the

Page 192 - Example 1: No Peg

Chapter 3 Using Feature Codes 39Intelligent Contact Center Set Up and Operation GuideDisplay Waiting Calls≤ ·‚·• Agents who answer calls only during p

Page 193 - Chapter 15 Activity Codes 193

4 Task ListNN40170-301NN40170-301To play skillset mailbox messages - CallPilot ...86To re

Page 194 - Transfer to Agent

40 Chapter 3 Using Feature CodesNN40170-301NN40170-301

Page 195 - Break Time

41Intelligent Contact Center Set Up and Operation GuideChapter 4Setting up Contact Center agentsAgents handle the calls in your Contact Center. Superv

Page 196 - 196 Chapter 15 Activity Codes

42 Chapter 4 Setting up Contact Center agentsNN40170-301NN40170-301Agent properties Agent IDEach agent is assigned a unique ID number. Contact Center

Page 197 - To create an Activity Code

Chapter 4 Setting up Contact Center agents 43Intelligent Contact Center Set Up and Operation GuideAudible Not Ready Notification IntervalYou configure

Page 198 - Importing Activity Codes

44 Chapter 4 Setting up Contact Center agentsNN40170-301NN40170-301In addition to these agent properties, you can assign agents Dynamic Priority when

Page 199 - 2 Click Import

Chapter 4 Setting up Contact Center agents 45Intelligent Contact Center Set Up and Operation Guide3 Click the Agent List link.The Contact CenterAgent

Page 200 - 200 Chapter 15 Activity Codes

46 Chapter 4 Setting up Contact Center agentsNN40170-301NN40170-3017 Select the Supervisor check box if you want to give the agent supervisor function

Page 201

Chapter 4 Setting up Contact Center agents 47Intelligent Contact Center Set Up and Operation GuideTo add more than one agent1 Start CallPilot Manager.

Page 202 - Activity Codes

48 Chapter 4 Setting up Contact Center agentsNN40170-301NN40170-301secure copy protocol (SCP) is supported. Therefore, wherever an SFTP server is requ

Page 203 - Chapter 16

Chapter 4 Setting up Contact Center agents 49Intelligent Contact Center Set Up and Operation Guide To change agent information1 Start CallPilot Manage

Page 204 - Routing Table administration

Task List 5Intelligent Contact Center Set Up and Operation GuideTo change the rule length for a Caller Input Table ...

Page 205

50 Chapter 4 Setting up Contact Center agentsNN40170-301NN40170-301Resetting an agent’s passwordIf an agent forgets their password, you can reset the

Page 206 - Assigning DNs

Chapter 4 Setting up Contact Center agents 51Intelligent Contact Center Set Up and Operation GuideForcing an agent offAgents usually log out when they

Page 207 - Chapter 17

52 Chapter 4 Setting up Contact Center agentsNN40170-301NN40170-301

Page 208

53Intelligent Contact Center Set Up and Operation GuideChapter 5Setting up skillsetsAbout skillsetsContact Center skillsets answer and distribute call

Page 209 - General Configuration

54 Chapter 5 Setting up skillsetsNN40170-301NN40170-301Skillset propertiesSkillsetThe number between 1 and 50 that is assigned to the skillset.If you

Page 210 - Caller Input Rules

Chapter 5 Setting up skillsets 55Intelligent Contact Center Set Up and Operation GuideDelay AnswerDelay Answer is a toll-saving feature that prevents

Page 211

56 Chapter 5 Setting up skillsetsNN40170-301NN40170-301Setting up or changing a skillsetYou can record skillset properties in the table “Contact Cente

Page 212 - Skillset 1

Chapter 5 Setting up skillsets 57Intelligent Contact Center Set Up and Operation Guideif you want to change a skillset, click the Properties link for

Page 213 - Service Mode

58 Chapter 5 Setting up skillsetsNN40170-301NN40170-30114 If your system is configured for bilingual operation, from the Prompt Language list box, sel

Page 214 - Skillset 2

Chapter 5 Setting up skillsets 59Intelligent Contact Center Set Up and Operation GuideSetting up CLID/DNIS RoutingYou can set up CLID/DNIS Routing Tab

Page 215 - Routing Tables

6 Task ListNN40170-301NN40170-301

Page 216 - Overflow

60 Chapter 5 Setting up skillsetsNN40170-301NN40170-301CLID/DNIS Routing Table propertiesLineThe line is the line number the call comes in on. Any cal

Page 217 - Skillset 3

Chapter 5 Setting up skillsets 61Intelligent Contact Center Set Up and Operation GuideTo add a CLID/DNIS Route1 Start CallPilot Manager.2 Click the Co

Page 218

62 Chapter 5 Setting up skillsetsNN40170-301NN40170-301• If you want to create a rule for CLID/ANI and a rotary number, in the CLID/ANI box type the C

Page 219 - Skillset 4

Chapter 5 Setting up skillsets 63Intelligent Contact Center Set Up and Operation Guide• If you want to change the priority of the call, select Change

Page 220

64 Chapter 5 Setting up skillsetsNN40170-301NN40170-301To assign an agent to a skillset1 Start CallPilot Manager.2 Click the Contact Center heading.3

Page 221 - Multimedia Contact Center

Chapter 5 Setting up skillsets 65Intelligent Contact Center Set Up and Operation Guide Changing an agent’s priority in a skillsetAgents can have diffe

Page 222

66 Chapter 5 Setting up skillsetsNN40170-301NN40170-301Unassigning an agent from a skillsetWhen you unassign an agent from a skillset, the agent is re

Page 223 - Skillset 5

Chapter 5 Setting up skillsets 67Intelligent Contact Center Set Up and Operation Guide5 Click Close to return to the Skillset List page.Enabling a ski

Page 224

68 Chapter 5 Setting up skillsetsNN40170-301NN40170-3013 Click the Skillset List link.The Skillset List page appears.4 Click the Disable link for the

Page 225

Chapter 5 Setting up skillsets 69Intelligent Contact Center Set Up and Operation GuideIf the DN is not available, then the agent is not logged in auto

Page 226

7Intelligent Contact Center Set Up and Operation GuideContentsChapter 1Getting started . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

Page 227 - Chapter 18

70 Chapter 5 Setting up skillsetsNN40170-301NN40170-3017 Select the agent and click Change.The Change SS Agent page appears.8 Select the Automatic Log

Page 228 - Agent problems

71Intelligent Contact Center Set Up and Operation GuideChapter 6Setting up skillset mailboxesAbout skillset mailboxesEach skillset has a mailbox that

Page 229 - Answer DN

72 Chapter 6 Setting up skillset mailboxesNN40170-301NN40170-301To determine a skillset’s mailbox number and Message Waiting Indication telephoneIniti

Page 230 - Automatic Answer

Chapter 6 Setting up skillset mailboxes 73Intelligent Contact Center Set Up and Operation GuideTo initialize a skillset mailbox1 Press ≤·°⁄.2 Log on b

Page 231 - Skillset problems

74 Chapter 6 Setting up skillset mailboxesNN40170-301NN40170-301Opening a skillset mailboxYou can open an initialized skillset mailbox from:• your ext

Page 232 - Call processing problems

Chapter 6 Setting up skillset mailboxes 75Intelligent Contact Center Set Up and Operation Guide• Call an Operator, receptionist or subscriber and ask

Page 233

76 Chapter 6 Setting up skillset mailboxesNN40170-301NN40170-301To change a skillset mailbox passwordResetting a skillset mailbox passwordTo reset a s

Page 234 - Operator

Chapter 6 Setting up skillset mailboxes 77Intelligent Contact Center Set Up and Operation Guide3 Click the Reset Password link for the skillset mailbo

Page 235

78 Chapter 6 Setting up skillset mailboxesNN40170-301NN40170-301To record a Primary or Alternate skillset mailbox greeting1 Press ≤·°⁄.Follow the voic

Page 236 - Operator/Business Status

Chapter 6 Setting up skillset mailboxes 79Intelligent Contact Center Set Up and Operation GuideChoosing a Primary or Alternate skillset mailbox greeti

Page 237 - Contact Center skillsets

8 ContentsNN40170-301NN40170-301Chapter 4Setting up Contact Center agents . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 41About add

Page 238 - Contact Center Greetings

80 Chapter 6 Setting up skillset mailboxesNN40170-301NN40170-301To choose a Primary or Alternate skillset mailbox greetingRecording a Personalized ski

Page 239 - Intelligent Overflow Routing

Chapter 6 Setting up skillset mailboxes 81Intelligent Contact Center Set Up and Operation GuideIf you record a Personalized greeting, program the skil

Page 240 - Contact Center agents

82 Chapter 6 Setting up skillset mailboxesNN40170-301NN40170-301To record a Personalized skillset mailbox greetingDeleting a Personalized skillset mai

Page 241 - Skillset assignments

Chapter 6 Setting up skillset mailboxes 83Intelligent Contact Center Set Up and Operation GuideTo delete a Personalized mailbox greetingChecking skill

Page 242 - Skillset mailboxes

84 Chapter 6 Setting up skillset mailboxesNN40170-301NN40170-301• the next agent knows if the callback was successful or not• only one agent contacts

Page 243

Chapter 6 Setting up skillset mailboxes 85Intelligent Contact Center Set Up and Operation GuideEnvelope‡Plays the information in the message envelope.

Page 244

86 Chapter 6 Setting up skillset mailboxesNN40170-301NN40170-301Notes:1 Because the skillset mailbox has limited message storage space, delete any mes

Page 245 - Intelligent CLID/DNIS Routing

Chapter 6 Setting up skillset mailboxes 87Intelligent Contact Center Set Up and Operation GuideRetrieving erased messagesAfter you play your messages

Page 246 - Line answering

88 Chapter 6 Setting up skillset mailboxesNN40170-301NN40170-301After you play the erased message, you can restore it. If you end the current session

Page 247 - Glossary

Chapter 6 Setting up skillset mailboxes 89Intelligent Contact Center Set Up and Operation GuideTo reply to an internal caller - Norstar Voice MailTo r

Page 248 - 248 Glossary

Contents 9Intelligent Contact Center Set Up and Operation GuideRecording skillset mailbox greetings . . . . . . . . . . . . . . . . . . . . . . . . .

Page 249 - Glossary 249

90 Chapter 6 Setting up skillset mailboxesNN40170-301NN40170-301To reply to an external caller - Norstar Voice MailTo reply to an external caller - Ca

Page 250 - 250 Glossary

91Intelligent Contact Center Set Up and Operation GuideChapter 7Off-premise Message NotificationAbout Off-premise Message NotificationOff-premise Mess

Page 251 - Glossary 251

92 Chapter 7 Off-premise Message NotificationNN40170-301NN40170-301After you set the Off-premise Message Notification parameters, Off-premise Message

Page 252 - 252 Glossary

Chapter 7 Off-premise Message Notification 93Intelligent Contact Center Set Up and Operation Guide• types of message you want to receive (all new mess

Page 253 - Numerics

94 Chapter 7 Off-premise Message NotificationNN40170-301NN40170-3015 Enter the destination phone number and press OK or £. The destination phone numbe

Page 254

Chapter 7 Off-premise Message Notification 95Intelligent Contact Center Set Up and Operation GuideTo set up Off-premise Message Notification to an ext

Page 255

96 Chapter 7 Off-premise Message NotificationNN40170-301NN40170-301About setting up Off-premise Message Notification to a pager numberExample of a des

Page 256

Chapter 7 Off-premise Message Notification 97Intelligent Contact Center Set Up and Operation Guidewhere:• £ specifies the next digits are special char

Page 257

98 Chapter 7 Off-premise Message NotificationNN40170-301NN40170-3016 Press OK or £ to accept the destination pager number represented by <x>orpr

Page 258

Chapter 7 Off-premise Message Notification 99Intelligent Contact Center Set Up and Operation GuideTo set up Off-premise Message Notification to more t

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