BCM 5.0Contact CenterDocument Status: StandardDocument Number: NN40170-301Document Version: 01.01Date: August 2009Intelligent Contact Center Set Up an
10 ContentsNN40170-301NN40170-301Chapter 10Setting up Routing Tables. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 131Abo
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
Chapter 7 Off-premise Message Notification 101Intelligent Contact Center Set Up and Operation GuideChanging Off-premise Message NotificationYou can ch
102 Chapter 7 Off-premise Message NotificationNN40170-301NN40170-3012 If you use the CallPilot interface:• Press °fi to open the Mailbox Tools• Press N
Chapter 7 Off-premise Message Notification 103Intelligent Contact Center Set Up and Operation GuideTo change the destination from phone to another des
104 Chapter 7 Off-premise Message NotificationNN40170-301NN40170-30110 Press CHNG or ⁄ to change the start timeorpress NEXT or £ to accept the start t
Chapter 7 Off-premise Message Notification 105Intelligent Contact Center Set Up and Operation GuideTo change the destination from pager to phone or ex
106 Chapter 7 Off-premise Message NotificationNN40170-301NN40170-301To change the destination from phone or extension to pager9 Press CHNG or ⁄ to cha
Chapter 7 Off-premise Message Notification 107Intelligent Contact Center Set Up and Operation Guide6 Enter the pager number and press OK or £ to conti
108 Chapter 7 Off-premise Message NotificationNN40170-301NN40170-301Deleting a destination numberIf you have more than one destination number for Off-
Chapter 7 Off-premise Message Notification 109Intelligent Contact Center Set Up and Operation GuideAdding a destination numberUse this procedure if yo
Contents 11Intelligent Contact Center Set Up and Operation GuideSystem Configuration Report . . . . . . . . . . . . . . . . . . . . . . . . . . . .
110 Chapter 7 Off-premise Message NotificationNN40170-301NN40170-301Turning Off-premise Message Notification on or offYou can turn Off-premise Message
111Intelligent Contact Center Set Up and Operation GuideChapter 8Recording Contact Center greetingsAbout Contact Center greetingsContact Center greeti
112 Chapter 8 Recording Contact Center greetingsNN40170-301NN40170-301Recording a Contact Center greetingBefore you record a greeting, write the greet
Chapter 8 Recording Contact Center greetings 113Intelligent Contact Center Set Up and Operation GuideTo record a Contact Center greeting1 Click the Co
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
Chapter 8 Recording Contact Center greetings 115Intelligent Contact Center Set Up and Operation Guide8 To listen to the recording, click Playorto save
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
Chapter 8 Recording Contact Center greetings 117Intelligent Contact Center Set Up and Operation GuideTo export a previously recorded greeting1 Start C
118 Chapter 8 Recording Contact Center greetingsNN40170-301NN40170-301
119Intelligent Contact Center Set Up and Operation GuideChapter 9Setting up Intelligent RoutingAbout Intelligent RoutingIntelligent Routing gives you
12 ContentsNN40170-301NN40170-301Break Time . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
120 Chapter 9 Setting up Intelligent RoutingNN40170-301NN40170-301Intelligent Overflow Routing handles calls differently depending on the rules that y
Chapter 9 Setting up Intelligent Routing 121Intelligent Contact Center Set Up and Operation Guide• changing the priority of the callExamples of Intell
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
Chapter 9 Setting up Intelligent Routing 123Intelligent Contact Center Set Up and Operation Guide• sets the timer to 2 minutes and 30 seconds• selects
124 Chapter 9 Setting up Intelligent RoutingNN40170-301NN40170-301Example 6In this example, calls to the contact center go to skillset 1, which is the
Chapter 9 Setting up Intelligent Routing 125Intelligent Contact Center Set Up and Operation GuideExample 8In this example, calls to the contact center
126 Chapter 9 Setting up Intelligent RoutingNN40170-301NN40170-3014 Click the Overflow link for the skillset you want to add Intelligent Overflow Rout
Chapter 9 Setting up Intelligent Routing 127Intelligent Contact Center Set Up and Operation Guidedo not select the Agents Not Logged In check box and
128 Chapter 9 Setting up Intelligent RoutingNN40170-301NN40170-301To move an Intelligent Overflow rule1 Start CallPilot Manager.2 Click the Contact Ce
Chapter 9 Setting up Intelligent Routing 129Intelligent Contact Center Set Up and Operation Guide5 Click the Overflow link for the skillset with the r
Contents 13Intelligent Contact Center Set Up and Operation GuideResetting the Contact Center Administrator password . . . . . . . . . . . . . . . . .
130 Chapter 9 Setting up Intelligent RoutingNN40170-301NN40170-301
131Intelligent Contact Center Set Up and Operation GuideChapter 10Setting up Routing TablesAbout Routing TablesRouting tables determine how the system
132 Chapter 10 Setting up Routing TablesNN40170-301NN40170-301As you create routing tables, each table shows whether it detects faxes.Expected Wait Ti
Chapter 10 Setting up Routing Tables 133Intelligent Contact Center Set Up and Operation GuideTo set up EWT1 Record EWT Greetings.Refer to “Recording E
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
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
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
Chapter 10 Setting up Routing Tables 137Intelligent Contact Center Set Up and Operation GuideTo change an EWT Table1 Click the Expected Wait Time Tabl
138 Chapter 10 Setting up Routing TablesNN40170-301NN40170-301Greeting step parametersYou can assign these parameters to greeting steps. If the first
Chapter 10 Setting up Routing Tables 139Intelligent Contact Center Set Up and Operation GuideAdding a Greeting stepGreeting steps play a message to wa
14 ContentsNN40170-301NN40170-301
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
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
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
Chapter 10 Setting up Routing Tables 143Intelligent Contact Center Set Up and Operation Guide• Create a specific Auto Attendant table and CCR tree for
144 Chapter 10 Setting up Routing TablesNN40170-301NN40170-301To add a Disconnect step1 Start CallPilot Manager.2 Click the Contact Center heading.3 C
Chapter 10 Setting up Routing Tables 145Intelligent Contact Center Set Up and Operation GuideAssigning Routing Table hours of operationTo assign the r
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
Chapter 10 Setting up Routing Tables 147Intelligent Contact Center Set Up and Operation GuideTo set the Service Mode for a skillset1 Press ≤·°¤.Enter
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
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
15Intelligent Contact Center Set Up and Operation GuideChapter 1Getting started About this GuideThe Contact Center Set Up and Operation Guide describe
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
Chapter 10 Setting up Routing Tables 151Intelligent Contact Center Set Up and Operation GuideChanging a Routing TableYou must disable a skillset befor
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
153Intelligent Contact Center Set Up and Operation GuideChapter 11Creating Caller Input RulesYou can create Caller Input Rules that route calls to oth
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
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
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
Chapter 11 Creating Caller Input Rules 157Intelligent Contact Center Set Up and Operation GuideAn example of using Intelligent Caller Routing, Advance
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
Chapter 11 Creating Caller Input Rules 159Intelligent Contact Center Set Up and Operation GuideDeleting a Caller Input ruleYou can delete a Caller Inp
16 Chapter 1 Getting startedNN40170-301NN40170-301Table 1 Intelligent Contact Center Capacities for BCM450Features Intelligent Contact Center for BC
160 Chapter 11 Creating Caller Input RulesNN40170-301NN40170-301
161Intelligent Contact Center Set Up and Operation GuideChapter 12Line administrationBefore Contact Center can answer an incoming line, you must assig
162 Chapter 12 Line administrationNN40170-301NN40170-301Configuring linesYou must disable a skillset and wait until there are no calls in the skillset
Chapter 12 Line administration 163Intelligent Contact Center Set Up and Operation Guide4 From the Answer Mode list box, select Contact Center.5 In the
164 Chapter 12 Line administrationNN40170-301NN40170-301
165Intelligent Contact Center Set Up and Operation GuideChapter 13Setting up Contact Center general propertiesSetting up Contact Center includes assig
166 Chapter 13 Setting up Contact Center general propertiesNN40170-301NN40170-301To assign the Contact Center language1 Start CallPilot Manager.2 Clic
Chapter 13 Setting up Contact Center general properties 167Intelligent Contact Center Set Up and Operation GuideGeneral Contact Center propertiesWhen
168 Chapter 13 Setting up Contact Center general propertiesNN40170-301NN40170-301Supervisor Help Request TimeoutThe Supervisor Help Request Timeout is
Chapter 13 Setting up Contact Center general properties 169Intelligent Contact Center Set Up and Operation Guide3 Click the General Properties link.Th
Chapter 1 Getting started 17Intelligent Contact Center Set Up and Operation GuideAdvanced Intelligent Caller Input Routing: the ability to route a cal
170 Chapter 13 Setting up Contact Center general propertiesNN40170-301NN40170-30111 Click Submit.System Configuration ReportThe System Configuration R
Chapter 13 Setting up Contact Center general properties 171Intelligent Contact Center Set Up and Operation GuideContact Center GreetingsLists for each
172 Chapter 13 Setting up Contact Center general propertiesNN40170-301NN40170-301To generate the System Configuration Report1 Start CallPilot Manger.2
173Intelligent Contact Center Set Up and Operation GuideChapter 14Monitoring Contact Center call activityMonitoring call activityYou can monitor call
174 Chapter 14 Monitoring Contact Center call activityNN40170-301NN40170-301Setting up Silent Monitor on your systemFor monitoring to be silent, you m
Chapter 14 Monitoring Contact Center call activity 175Intelligent Contact Center Set Up and Operation GuideUsing Silent Monitor with Answer DNIf you h
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
Chapter 14 Monitoring Contact Center call activity 177Intelligent Contact Center Set Up and Operation GuideAbout monitoring sessionsReceiving a call o
178 Chapter 14 Monitoring Contact Center call activityNN40170-301NN40170-301Monitoring skillsetsUse ≤·‚· (Display Waiting Calls) to view information a
Chapter 14 Monitoring Contact Center call activity 179Intelligent Contact Center Set Up and Operation GuideAn example of monitoring skillsetsIn the ex
18 Chapter 1 Getting startedNN40170-301NN40170-301Table 2 Intelligent Contact Center Capacities for BCM50 Features Intelligent Contact Center for BC
180 Chapter 14 Monitoring Contact Center call activityNN40170-301NN40170-301Taking some Not Ready timeIf you use ≤·‚° (Not Ready), you do not receive
Chapter 14 Monitoring Contact Center call activity 181Intelligent Contact Center Set Up and Operation GuideLogging offLog off when you complete your s
182 Chapter 14 Monitoring Contact Center call activityNN40170-301NN40170-301If a help request is escalated to a supervisor, their ≤·‚fl indicator flash
Chapter 14 Monitoring Contact Center call activity 183Intelligent Contact Center Set Up and Operation GuideAgents can request Supervisor Help only if
184 Chapter 14 Monitoring Contact Center call activityNN40170-301NN40170-301How to handle missed requestsWhen a supervisor’s Supervisor Help LCD indic
Chapter 14 Monitoring Contact Center call activity 185Intelligent Contact Center Set Up and Operation GuideFor a missed request, the prompt “aa asked
186 Chapter 14 Monitoring Contact Center call activityNN40170-301NN40170-301
187Intelligent Contact Center Set Up and Operation GuideChapter 15Activity CodesAgents use Activity Codes to allocate the time they spend on calls to
188 Chapter 15 Activity CodesNN40170-301NN40170-301Agents have the option of pressing ≤·‚‡ to enter an Activity Code from the time the call starts unt
Chapter 15 Activity Codes 189Intelligent Contact Center Set Up and Operation GuideExamples of Activity Code callsDuring an active call, each time an a
Chapter 1 Getting started 19Intelligent Contact Center Set Up and Operation GuideIntelligent Overflow Routing: rules you create to overflow, change th
190 Chapter 15 Activity CodesNN40170-301NN40170-301AutopegsWhether an agent is Prompted or Optional, if the agent enters an Activity Code while a call
Chapter 15 Activity Codes 191Intelligent Contact Center Set Up and Operation GuideSystem Activity CodesSystem Activity Codes track statistics that can
192 Chapter 15 Activity CodesNN40170-301NN40170-301Examples of System Activity Code callsExample 1: No PegA call where the agent does not enter an Act
Chapter 15 Activity Codes 193Intelligent Contact Center Set Up and Operation GuideExamples of Prompted and Optional CallsExample 1: Optional where the
194 Chapter 15 Activity CodesNN40170-301NN40170-301Example 5: The first agent is Prompted and the second agent is OptionalHow Activity Codes interact
Chapter 15 Activity Codes 195Intelligent Contact Center Set Up and Operation GuideExample 2: The first agent enters an Activity CodeExample 3: The sec
196 Chapter 15 Activity CodesNN40170-301NN40170-301It is the agent's responsibility to either enter an Activity Code or release the session. Othe
Chapter 15 Activity Codes 197Intelligent Contact Center Set Up and Operation GuideCreating, changing, and deleting Activity CodesYou create Activity C
198 Chapter 15 Activity CodesNN40170-301NN40170-301To change an Activity CodeYou can change an Activity Code’s name and description. You cannot change
Chapter 15 Activity Codes 199Intelligent Contact Center Set Up and Operation GuideExample of an Activity Code list created in NotepadExample of an Act
Copyright © 2009 Nortel Networks, All Rights ReservedThe information in this document is subject to change without notice. The statements, configurati
20 Chapter 1 Getting startedNN40170-301NN40170-301Contact Center featuresContact Center has many features that give your Contact Center advanced and f
200 Chapter 15 Activity CodesNN40170-301NN40170-301The Importing Activity Codes dialog box appears.3 In the Load Activity Code From box, enter the pat
Chapter 15 Activity Codes 201Intelligent Contact Center Set Up and Operation GuideAssigning Activity Code settings to agents and skillsetsBy default a
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
203Intelligent Contact Center Set Up and Operation GuideChapter 16Tips for operating Contact CenterThis chapter provides tips to improve the operation
204 Chapter 16 Tips for operating Contact CenterNN40170-301NN40170-301Routing Table administration• Use Forced Play greetings sparingly. If you use Fo
Chapter 16 Tips for operating Contact Center 205Intelligent Contact Center Set Up and Operation GuideHow to calculate the longest time a caller can be
206 Chapter 16 Tips for operating Contact CenterNN40170-301NN40170-301Tips to improve the efficiency of Contact CenterPlan for busy times:• when you a
207Intelligent Contact Center Set Up and Operation GuideChapter 17Examples of Contact Center configurationsThere are many ways to set up Contact Cente
208 Chapter 17 Examples of Contact Center configurationsNN40170-301NN40170-301• “Overflow” on page 216“Skillset 3” on page 217• “Routing Tables” on pa
Chapter 17 Examples of Contact Center configurations 209Intelligent Contact Center Set Up and Operation GuideGeneral Configuration Additional keycode
Chapter 1 Getting started 21Intelligent Contact Center Set Up and Operation GuideUsing CallPilot call routing with Contact CenterCallPilot is a versat
210 Chapter 17 Examples of Contact Center configurationsNN40170-301NN40170-301General PropertiesCaller Input RulesGreeting 53 The expected wait time f
Chapter 17 Examples of Contact Center configurations 211Intelligent Contact Center Set Up and Operation GuideExpected Wait TimeActivity CodesLines
212 Chapter 17 Examples of Contact Center configurationsNN40170-301NN40170-301Skillset 1Routing TablesPropertiesName SalesMWI DN 333Method Least busyA
Chapter 17 Examples of Contact Center configurations 213Intelligent Contact Center Set Up and Operation GuideService ModeNight Routing Table steps1 -
214 Chapter 17 Examples of Contact Center configurationsNN40170-301NN40170-301OverflowSkillset 2PropertiesName SupportMWI DN 334Method Least BusyAtten
Chapter 17 Examples of Contact Center configurations 215Intelligent Contact Center Set Up and Operation GuideRouting TablesDay Routing Table steps1 -
216 Chapter 17 Examples of Contact Center configurationsNN40170-301NN40170-301Service ModeOverflow
Chapter 17 Examples of Contact Center configurations 217Intelligent Contact Center Set Up and Operation GuideSkillset 3Routing TablesPropertiesName In
218 Chapter 17 Examples of Contact Center configurationsNN40170-301NN40170-301Service ModeOverflowNight Routing Table steps1 - Transfer to extension
Chapter 17 Examples of Contact Center configurations 219Intelligent Contact Center Set Up and Operation GuideSkillset 4Routing TablesPropertiesName Pr
22 Chapter 1 Getting startedNN40170-301NN40170-301Auto AttendantThe Auto Attendant answers incoming calls and presents callers with a greeting. After
220 Chapter 17 Examples of Contact Center configurationsNN40170-301NN40170-301Service ModeOverflowNight Routing Table steps1 - Transfer to extension
Chapter 17 Examples of Contact Center configurations 221Intelligent Contact Center Set Up and Operation GuideMultimedia Contact CenterMosaic Hardwood
222 Chapter 17 Examples of Contact Center configurationsNN40170-301NN40170-301Activity CodesGreeting 148VoiceWelcome to Mosaic Hardwood Flooring. Plea
Chapter 17 Examples of Contact Center configurations 223Intelligent Contact Center Set Up and Operation GuideLinesSkillset 5Skillsets 1 - 4 are unchan
224 Chapter 17 Examples of Contact Center configurationsNN40170-301NN40170-301Routing TablesDay Routing Table steps1 - Greeting 148 Forced Greeting2 -
Chapter 17 Examples of Contact Center configurations 225Intelligent Contact Center Set Up and Operation GuideService ModeOverflow
226 Chapter 17 Examples of Contact Center configurationsNN40170-301NN40170-301
227Intelligent Contact Center Set Up and Operation GuideChapter 18Troubleshooting Contact CenterThis chapter contains troubleshooting information for
228 Chapter 18 Troubleshooting Contact CenterNN40170-301NN40170-301To reset the Operator password using a phoneResetting the Contact Center Administra
Chapter 18 Troubleshooting Contact Center 229Intelligent Contact Center Set Up and Operation GuideImportant considerations about how agents use featur
Chapter 1 Getting started 23Intelligent Contact Center Set Up and Operation GuideSymbols and text conventionsThese symbols are used to Highlight criti
230 Chapter 18 Troubleshooting Contact CenterNN40170-301NN40170-301Do Not DisturbInstead of using Do Not Disturb, agents must use the Not Ready Featur
Chapter 18 Troubleshooting Contact Center 231Intelligent Contact Center Set Up and Operation Guide• Meridian and Norstar telephones: If you use a head
232 Chapter 18 Troubleshooting Contact CenterNN40170-301NN40170-301To change a skillset mailbox CDN1 Start CallPilot Manager.2 Click the Mailbox Admin
Chapter 18 Troubleshooting Contact Center 233Intelligent Contact Center Set Up and Operation Guide• Check whether your Transfer Ringback Timer has a h
234 Chapter 18 Troubleshooting Contact CenterNN40170-301NN40170-301Contact Center calls do not follow Call Forward rules, but non-Contact Center calls
235Intelligent Contact Center Set Up and Operation GuideChapter 19Contact Center Programming RecordFor this programming task see on pageRecord the Fea
236 Chapter 19 Contact Center Programming RecordNN40170-301NN40170-301Feature CodesGeneral Contact Center propertiesOperator/Business StatusFeature co
Chapter 19 Contact Center Programming Record 237Intelligent Contact Center Set Up and Operation GuideContact Center skillsetsSkillset parameterRules D
238 Chapter 19 Contact Center Programming RecordNN40170-301NN40170-301Contact Center GreetingsGreeting numberGreeting information
Chapter 19 Contact Center Programming Record 239Intelligent Contact Center Set Up and Operation GuideIntelligent Overflow RoutingSkillset:Service Mode
24 Chapter 1 Getting startedNN40170-301NN40170-301These conventions and symbols are used to represent the Business Series Terminal display and.These t
240 Chapter 19 Contact Center Programming RecordNN40170-301NN40170-301Contact Center agentsAgent IDand typeAgent name Supervisor statusY/NNames and #s
Chapter 19 Contact Center Programming Record 241Intelligent Contact Center Set Up and Operation GuideSkillset assignmentsSkillset name and # Agent ID
242 Chapter 19 Contact Center Programming RecordNN40170-301NN40170-301Skillset mailboxesSkillset # Mailbox name Mailbox number (Control DN)MWI extensi
Chapter 19 Contact Center Programming Record 243Intelligent Contact Center Set Up and Operation GuideRouting TablesSkillset # _______________
244 Chapter 19 Contact Center Programming RecordNN40170-301NN40170-301Caller Input RulesRule table # _______________ Length: Fixed _____
Chapter 19 Contact Center Programming Record 245Intelligent Contact Center Set Up and Operation GuideIntelligent CLID/DNIS RoutingType of call: Line,
246 Chapter 19 Contact Center Programming RecordNN40170-301NN40170-301Line answeringLine # Skillset # # of rings (0 to 12) for Caller ID minimum 2 rin
247Intelligent Contact Center Set Up and Operation GuideGlossaryAASee Automated Attendant.AgentAn agent is a person who is assigned to answer calls fo
248 GlossaryNN40170-301NN40170-301See Custom Call Routing.CDNSee Control Directory Number.Contact CenterContact Center receives, holds and routes call
Glossary 249Intelligent Contact Center Set Up and Operation GuideChannelA channel is the voice path that Contact Center uses to play greetings to call
Chapter 1 Getting started 25Intelligent Contact Center Set Up and Operation GuideContact Center Agent Guide (NN40040-101)Contact Center Supervisor Gui
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
Glossary 251Intelligent Contact Center Set Up and Operation GuideMemory button indicatorMemory button indicators are the triangular-shaped indicators
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
253Intelligent Contact Center Set Up and Operation GuideIndexNumerics24 Hour Service mode, skillset 120AActivity Codes 56agent settings 201Autop
254 IndexNN40170-301NN40170-301Channelsreserved 167voice 167Character limitfor Off-premise Message Notification destination number 96, 98, 100,
Index 255Intelligent Contact Center Set Up and Operation GuideMonitor skillsets 38Not Ready 38Open Mailbox 37, 38Operator Settings 37programmi
256 IndexNN40170-301NN40170-301pausing 85previous, CallPilot 86previous, Norstar Voice Mail 85rewinding 84, 86skipping forward 85, 86skippin
Index 257Intelligent Contact Center Set Up and Operation Guideto an external message sender 90using the DIAL option 89to an internal message sende
258 IndexNN40170-301NN40170-301leaving a message in 204, 206listening to messages 83Message Waiting Indication extension 71messages 83messages
26 Chapter 1 Getting startedNN40170-301NN40170-301Getting Help through a Nortel distributor or reseller If you purchased a service contract for your N
27Intelligent Contact Center Set Up and Operation GuideChapter 2About setting up Contact CenterYou can set up Contact Center using a display telephone
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
Chapter 2 About setting up Contact Center 29Intelligent Contact Center Set Up and Operation GuideAbout the CallPilot Manager interfaceSystem timeoutA
3Intelligent Contact Center Set Up and Operation GuideTask ListGetting started . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
30 Chapter 2 About setting up Contact CenterNN40170-301NN40170-301For information about Contact Center access rights, see the BCM 5.0 Administration a
Chapter 2 About setting up Contact Center 31Intelligent Contact Center Set Up and Operation GuideSystem timeoutIf you pause longer than two minutes (1
32 Chapter 2 About setting up Contact CenterNN40170-301NN40170-301The prompt disappears for these command line prompts:• Name:•Log:•Dest ph:Symbols an
Chapter 2 About setting up Contact Center 33Intelligent Contact Center Set Up and Operation GuideThe T7100 works differently from other telephones on
34 Chapter 2 About setting up Contact CenterNN40170-301NN40170-301
35Intelligent Contact Center Set Up and Operation GuideChapter 3Using Feature CodesYou use Feature Codes to perform Contact Center functions on your t
36 Chapter 3 Using Feature CodesNN40170-301NN40170-301Programming a memory button with a Feature CodeEach Feature Code can be programmed to a memory b
Chapter 3 Using Feature Codes 37Intelligent Contact Center Set Up and Operation GuideFeature Codes used by Contact Center Administrator and Supervisor
38 Chapter 3 Using Feature CodesNN40170-301NN40170-301Feature Codes used by Contact Center agentsIf you have Custom Feature Codes, record them in the
Chapter 3 Using Feature Codes 39Intelligent Contact Center Set Up and Operation GuideDisplay Waiting Calls≤ ·‚·• Agents who answer calls only during p
4 Task ListNN40170-301NN40170-301To play skillset mailbox messages - CallPilot ...86To re
40 Chapter 3 Using Feature CodesNN40170-301NN40170-301
41Intelligent Contact Center Set Up and Operation GuideChapter 4Setting up Contact Center agentsAgents handle the calls in your Contact Center. Superv
42 Chapter 4 Setting up Contact Center agentsNN40170-301NN40170-301Agent properties Agent IDEach agent is assigned a unique ID number. Contact Center
Chapter 4 Setting up Contact Center agents 43Intelligent Contact Center Set Up and Operation GuideAudible Not Ready Notification IntervalYou configure
44 Chapter 4 Setting up Contact Center agentsNN40170-301NN40170-301In addition to these agent properties, you can assign agents Dynamic Priority when
Chapter 4 Setting up Contact Center agents 45Intelligent Contact Center Set Up and Operation Guide3 Click the Agent List link.The Contact CenterAgent
46 Chapter 4 Setting up Contact Center agentsNN40170-301NN40170-3017 Select the Supervisor check box if you want to give the agent supervisor function
Chapter 4 Setting up Contact Center agents 47Intelligent Contact Center Set Up and Operation GuideTo add more than one agent1 Start CallPilot Manager.
48 Chapter 4 Setting up Contact Center agentsNN40170-301NN40170-301secure copy protocol (SCP) is supported. Therefore, wherever an SFTP server is requ
Chapter 4 Setting up Contact Center agents 49Intelligent Contact Center Set Up and Operation Guide To change agent information1 Start CallPilot Manage
Task List 5Intelligent Contact Center Set Up and Operation GuideTo change the rule length for a Caller Input Table ...
50 Chapter 4 Setting up Contact Center agentsNN40170-301NN40170-301Resetting an agent’s passwordIf an agent forgets their password, you can reset the
Chapter 4 Setting up Contact Center agents 51Intelligent Contact Center Set Up and Operation GuideForcing an agent offAgents usually log out when they
52 Chapter 4 Setting up Contact Center agentsNN40170-301NN40170-301
53Intelligent Contact Center Set Up and Operation GuideChapter 5Setting up skillsetsAbout skillsetsContact Center skillsets answer and distribute call
54 Chapter 5 Setting up skillsetsNN40170-301NN40170-301Skillset propertiesSkillsetThe number between 1 and 50 that is assigned to the skillset.If you
Chapter 5 Setting up skillsets 55Intelligent Contact Center Set Up and Operation GuideDelay AnswerDelay Answer is a toll-saving feature that prevents
56 Chapter 5 Setting up skillsetsNN40170-301NN40170-301Setting up or changing a skillsetYou can record skillset properties in the table “Contact Cente
Chapter 5 Setting up skillsets 57Intelligent Contact Center Set Up and Operation Guideif you want to change a skillset, click the Properties link for
58 Chapter 5 Setting up skillsetsNN40170-301NN40170-30114 If your system is configured for bilingual operation, from the Prompt Language list box, sel
Chapter 5 Setting up skillsets 59Intelligent Contact Center Set Up and Operation GuideSetting up CLID/DNIS RoutingYou can set up CLID/DNIS Routing Tab
6 Task ListNN40170-301NN40170-301
60 Chapter 5 Setting up skillsetsNN40170-301NN40170-301CLID/DNIS Routing Table propertiesLineThe line is the line number the call comes in on. Any cal
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
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
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
64 Chapter 5 Setting up skillsetsNN40170-301NN40170-301To assign an agent to a skillset1 Start CallPilot Manager.2 Click the Contact Center heading.3
Chapter 5 Setting up skillsets 65Intelligent Contact Center Set Up and Operation Guide Changing an agent’s priority in a skillsetAgents can have diffe
66 Chapter 5 Setting up skillsetsNN40170-301NN40170-301Unassigning an agent from a skillsetWhen you unassign an agent from a skillset, the agent is re
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
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
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
7Intelligent Contact Center Set Up and Operation GuideContentsChapter 1Getting started . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
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
71Intelligent Contact Center Set Up and Operation GuideChapter 6Setting up skillset mailboxesAbout skillset mailboxesEach skillset has a mailbox that
72 Chapter 6 Setting up skillset mailboxesNN40170-301NN40170-301To determine a skillset’s mailbox number and Message Waiting Indication telephoneIniti
Chapter 6 Setting up skillset mailboxes 73Intelligent Contact Center Set Up and Operation GuideTo initialize a skillset mailbox1 Press ≤·°⁄.2 Log on b
74 Chapter 6 Setting up skillset mailboxesNN40170-301NN40170-301Opening a skillset mailboxYou can open an initialized skillset mailbox from:• your ext
Chapter 6 Setting up skillset mailboxes 75Intelligent Contact Center Set Up and Operation Guide• Call an Operator, receptionist or subscriber and ask
76 Chapter 6 Setting up skillset mailboxesNN40170-301NN40170-301To change a skillset mailbox passwordResetting a skillset mailbox passwordTo reset a s
Chapter 6 Setting up skillset mailboxes 77Intelligent Contact Center Set Up and Operation Guide3 Click the Reset Password link for the skillset mailbo
78 Chapter 6 Setting up skillset mailboxesNN40170-301NN40170-301To record a Primary or Alternate skillset mailbox greeting1 Press ≤·°⁄.Follow the voic
Chapter 6 Setting up skillset mailboxes 79Intelligent Contact Center Set Up and Operation GuideChoosing a Primary or Alternate skillset mailbox greeti
8 ContentsNN40170-301NN40170-301Chapter 4Setting up Contact Center agents . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 41About add
80 Chapter 6 Setting up skillset mailboxesNN40170-301NN40170-301To choose a Primary or Alternate skillset mailbox greetingRecording a Personalized ski
Chapter 6 Setting up skillset mailboxes 81Intelligent Contact Center Set Up and Operation GuideIf you record a Personalized greeting, program the skil
82 Chapter 6 Setting up skillset mailboxesNN40170-301NN40170-301To record a Personalized skillset mailbox greetingDeleting a Personalized skillset mai
Chapter 6 Setting up skillset mailboxes 83Intelligent Contact Center Set Up and Operation GuideTo delete a Personalized mailbox greetingChecking skill
84 Chapter 6 Setting up skillset mailboxesNN40170-301NN40170-301• the next agent knows if the callback was successful or not• only one agent contacts
Chapter 6 Setting up skillset mailboxes 85Intelligent Contact Center Set Up and Operation GuideEnvelope‡Plays the information in the message envelope.
86 Chapter 6 Setting up skillset mailboxesNN40170-301NN40170-301Notes:1 Because the skillset mailbox has limited message storage space, delete any mes
Chapter 6 Setting up skillset mailboxes 87Intelligent Contact Center Set Up and Operation GuideRetrieving erased messagesAfter you play your messages
88 Chapter 6 Setting up skillset mailboxesNN40170-301NN40170-301After you play the erased message, you can restore it. If you end the current session
Chapter 6 Setting up skillset mailboxes 89Intelligent Contact Center Set Up and Operation GuideTo reply to an internal caller - Norstar Voice MailTo r
Contents 9Intelligent Contact Center Set Up and Operation GuideRecording skillset mailbox greetings . . . . . . . . . . . . . . . . . . . . . . . . .
90 Chapter 6 Setting up skillset mailboxesNN40170-301NN40170-301To reply to an external caller - Norstar Voice MailTo reply to an external caller - Ca
91Intelligent Contact Center Set Up and Operation GuideChapter 7Off-premise Message NotificationAbout Off-premise Message NotificationOff-premise Mess
92 Chapter 7 Off-premise Message NotificationNN40170-301NN40170-301After you set the Off-premise Message Notification parameters, Off-premise Message
Chapter 7 Off-premise Message Notification 93Intelligent Contact Center Set Up and Operation Guide• types of message you want to receive (all new mess
94 Chapter 7 Off-premise Message NotificationNN40170-301NN40170-3015 Enter the destination phone number and press OK or £. The destination phone numbe
Chapter 7 Off-premise Message Notification 95Intelligent Contact Center Set Up and Operation GuideTo set up Off-premise Message Notification to an ext
96 Chapter 7 Off-premise Message NotificationNN40170-301NN40170-301About setting up Off-premise Message Notification to a pager numberExample of a des
Chapter 7 Off-premise Message Notification 97Intelligent Contact Center Set Up and Operation Guidewhere:• £ specifies the next digits are special char
98 Chapter 7 Off-premise Message NotificationNN40170-301NN40170-3016 Press OK or £ to accept the destination pager number represented by <x>orpr
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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