Avaya BCM Attendant Console User's Guide

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1-800-4 NORTEL
www.nortelnetworks.com
© 1999 Nortel Networks
P0908544 Issue 02
Enterprise Edge Attendant Console
User Guide
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1 2 3 4 5 6 ... 91 92

Summary of Contents

Page 1 - User Guide

1-800-4 NORTELwww.nortelnetworks.com© 1999 Nortel NetworksP0908544 Issue 02Enterprise Edge Attendant ConsoleUser Guide

Page 2

10 Introduction to Enterprise Edge Attendant ConsoleEnterprise Edge Attendant Console User Guide P0908544 Issue 02Processing a call with right-click

Page 3 - Contents

P0908544 Issue 02 Enterprise Edge Attendant Console User GuideUnderstanding Enterprise Edge Attendant ConsoleEnterprise Edge Attendant Console is a cl

Page 4 - 4 Contents

12 Understanding Enterprise Edge Attendant ConsoleEnterprise Edge Attendant Console User Guide P0908544 Issue 02Reports componentThe Reports componen

Page 5 - Contents 5

Understanding Enterprise Edge Attendant Console 13P0908544 Issue 02 Enterprise Edge Attendant Console User GuideAttractiveness of PC compatibilityEnt

Page 6 - 6 Contents

14 Understanding Enterprise Edge Attendant ConsoleEnterprise Edge Attendant Console User Guide P0908544 Issue 02

Page 7

P0908544 Issue 02 Enterprise Edge Attendant Console User GuideGetting startedAfter your Enterprise Edge Attendant Console system is set up and checked

Page 8 - Conventions

16 Getting startedEnterprise Edge Attendant Console User Guide P0908544 Issue 02Quitting the Attendant componentTo quit the Attendant component:1. On

Page 9

Getting started 17P0908544 Issue 02 Enterprise Edge Attendant Console User Guide5. Click the Close button to see the Enterprise Edge Attendant Consol

Page 10

18 Getting startedEnterprise Edge Attendant Console User Guide P0908544 Issue 02The Attendant component displays all incoming calls to the attendant’

Page 11 - Attendant component

Getting started 19P0908544 Issue 02 Enterprise Edge Attendant Console User GuideTo set up the backup attendant:1. On the Tools menu click Options.The

Page 13 - Attendant types

20 Getting startedEnterprise Edge Attendant Console User Guide P0908544 Issue 02Assistant attendant setupAn assistant attendant provides call coverag

Page 14

Getting started 21P0908544 Issue 02 Enterprise Edge Attendant Console User GuideSetting up other attendant featuresCall notificationThere are two way

Page 15 - Getting started

22 Getting startedEnterprise Edge Attendant Console User Guide P0908544 Issue 02Automatically restoring the Attendant window when a call comes inPart

Page 16 - 16 Getting started

Getting started 23P0908544 Issue 02 Enterprise Edge Attendant Console User GuideSetting Transfer options for the voice message mailbox and linkingIf

Page 17 - Getting started 17

24 Getting startedEnterprise Edge Attendant Console User Guide P0908544 Issue 02

Page 18 - 18 Getting started

P0908544 Issue 02 Enterprise Edge Attendant Console User GuideUsing the Attendant windowThis section explains how to use the buttons and options on th

Page 19 - Overflow attendant setup

26 Using the Attendant windowEnterprise Edge Attendant Console User Guide P0908544 Issue 02Menu barThe menu bar is under the title bar and contains t

Page 20 - <<

Using the Attendant window 27P0908544 Issue 02 Enterprise Edge Attendant Console User GuideDirectory listThe Directory list is at the bottom of the A

Page 21 - Call notification

28 Using the Attendant windowEnterprise Edge Attendant Console User Guide P0908544 Issue 02Using the menu barThe menu bar contains the menus on the E

Page 22

Using the Attendant window 29P0908544 Issue 02 Enterprise Edge Attendant Console User GuideView menuThe View menu contains:Tools menuThe Tools menu c

Page 23 - Getting started 23

P0908544 Issue 02 Enterprise Edge Attendant Console User GuideContentsChapter 1 Introduction to Enterprise Edge Attendant Console 7About this guide 8C

Page 24 - 24 Getting started

30 Using the Attendant windowEnterprise Edge Attendant Console User Guide P0908544 Issue 02Transfer menuThe Transfer menu contains:1st Contact transf

Page 25 - Using the Attendant window

Using the Attendant window 31P0908544 Issue 02 Enterprise Edge Attendant Console User GuideCaller menuThe Caller menu contains:Answer Next answers th

Page 26

32 Using the Attendant windowEnterprise Edge Attendant Console User Guide P0908544 Issue 02Target menuThe Target menu contains:Attendant menuThe Atte

Page 27

Using the Attendant window 33P0908544 Issue 02 Enterprise Edge Attendant Console User GuideHelp menuThe Help menu contains:Using the toolbarThe toolb

Page 28 - Using the menu bar

34 Using the Attendant windowEnterprise Edge Attendant Console User Guide P0908544 Issue 02Words and colors on Loop buttons:Use the View Parked butto

Page 29 - The Tools menu contains:

Using the Attendant window 35P0908544 Issue 02 Enterprise Edge Attendant Console User GuideUsing Caller Information optionsCaller Information options

Page 30 - The Transfer menu contains:

36 Using the Attendant windowEnterprise Edge Attendant Console User Guide P0908544 Issue 02The Edit Caller Information dialog boxUse the Edit Caller

Page 31 - The Caller menu contains:

Using the Attendant window 37P0908544 Issue 02 Enterprise Edge Attendant Console User Guide The following buttons appear in the Edit Caller Informati

Page 32 - The Attendant menu contains:

38 Using the Attendant windowEnterprise Edge Attendant Console User Guide P0908544 Issue 02The following buttons are in the call processing area: Usi

Page 33 - Using the toolbar

Using the Attendant window 39P0908544 Issue 02 Enterprise Edge Attendant Console User Guidechanges the caller/Caller ID record to an employee record

Page 34

4 ContentsEnterprise Edge Attendant Console User Guide P0908544 Issue 02Using the menu bar 28File menu 28Edit menu 28View menu 29Tools menu 29Transfe

Page 35

40 Using the Attendant windowEnterprise Edge Attendant Console User Guide P0908544 Issue 02The Edit Employee Information dialog boxThis dialog box ap

Page 36

Using the Attendant window 41P0908544 Issue 02 Enterprise Edge Attendant Console User GuideThe following buttons appear in the Edit Employee Informat

Page 37 - On and Link Transfer

42 Using the Attendant windowEnterprise Edge Attendant Console User Guide P0908544 Issue 02Directory list employee and extension informationEach one

Page 38 - Using the Directory options

Using the Attendant window 43P0908544 Issue 02 Enterprise Edge Attendant Console User GuideThe remainder of the columns in the Directory list are lab

Page 39

44 Using the Attendant windowEnterprise Edge Attendant Console User Guide P0908544 Issue 02

Page 40

P0908544 Issue 02 Enterprise Edge Attendant Console User GuideHandling callsWith Enterprise Edge Attendant Console, you can manage calls using either

Page 41 - Directory list

46 Handling callsEnterprise Edge Attendant Console User Guide P0908544 Issue 02A new incoming call appears as yellow Loop button that displays the wo

Page 42

Handling calls 47P0908544 Issue 02 Enterprise Edge Attendant Console User Guide2. Answer the call with your company greeting and determine from the c

Page 43

48 Handling callsEnterprise Edge Attendant Console User Guide P0908544 Issue 02Using the Directory tab viewsThe tab views in the Directory dialog box

Page 44

Handling calls 49P0908544 Issue 02 Enterprise Edge Attendant Console User GuideUsing the Department list boxYou can search for a name by department f

Page 45 - Handling calls

Contents 5P0908544 Issue 02 Enterprise Edge Attendant Console User GuideChapter 6 Maintaining caller and employee information 63Maintaining caller in

Page 46 - 46 Handling calls

50 Handling callsEnterprise Edge Attendant Console User Guide P0908544 Issue 02To transfer using the Contacts box:1. Double-click the telephone statu

Page 47 - Handling calls 47

Handling calls 51P0908544 Issue 02 Enterprise Edge Attendant Console User GuideTo transfer a call to an outside number:1. With an active incoming cal

Page 48 - 48 Handling calls

52 Handling callsEnterprise Edge Attendant Console User Guide P0908544 Issue 02.3. Click a call in the Parked calls list and then click the appropria

Page 49 - Transferring a call

Handling calls 53P0908544 Issue 02 Enterprise Edge Attendant Console User GuideTo retrieve a parked call:1. On the Caller menu, click View Parked Cal

Page 50 - 50 Handling calls

54 Handling callsEnterprise Edge Attendant Console User Guide P0908544 Issue 02Placing and retrieving calls on holdCalls can be placed on Hold and re

Page 51 - Handling calls 51

Handling calls 55P0908544 Issue 02 Enterprise Edge Attendant Console User GuideScreening callsYou can screen calls by talking with the employee and a

Page 52 - 52 Handling calls

56 Handling callsEnterprise Edge Attendant Console User Guide P0908544 Issue 02Linking and Joining callsUsing Enterprise Edge Attendant Console, you

Page 53 - Handling calls 53

Handling calls 57P0908544 Issue 02 Enterprise Edge Attendant Console User GuideHandling a callback callThere are two types of calls that return to En

Page 54 - 54 Handling calls

58 Handling callsEnterprise Edge Attendant Console User Guide P0908544 Issue 02To respond to a Callback call that a called party returned:1. Click th

Page 55 - Handling calls 55

Handling calls 59P0908544 Issue 02 Enterprise Edge Attendant Console User GuideMaking a call from the attendant’s extensionAs the attendant, you can

Page 56 - Linking and Joining calls

6 ContentsEnterprise Edge Attendant Console User Guide P0908544 Issue 02

Page 57 - Handling a callback call

60 Handling callsEnterprise Edge Attendant Console User Guide P0908544 Issue 02Managing calls at the employee’s telephoneEnterprise Edge Attendant Co

Page 58 - 58 Handling calls

Handling calls 61P0908544 Issue 02 Enterprise Edge Attendant Console User GuideTo send the caller to Enterprise Edge Voice Messaging:1. Press the VM

Page 59 - Handling calls 59

62 Handling callsEnterprise Edge Attendant Console User Guide P0908544 Issue 02

Page 60 - 60 Handling calls

P0908544 Issue 02 Enterprise Edge Attendant Console User GuideMaintaining caller and employee informationEnterprise Edge Attendant Console manages bot

Page 61 - Handling calls 61

64 Maintaining caller and employee informationEnterprise Edge Attendant Console User Guide P0908544 Issue 02To create a new caller record from an act

Page 62 - 62 Handling calls

Maintaining caller and employee information 65P0908544 Issue 02 Enterprise Edge Attendant Console User GuideTo create a new name caller record from a

Page 63

66 Maintaining caller and employee informationEnterprise Edge Attendant Console User Guide P0908544 Issue 026. Click the Save button.The record is no

Page 64

Maintaining caller and employee information 67P0908544 Issue 02 Enterprise Edge Attendant Console User GuideTo edit a caller’s record:1. Make sure th

Page 65

68 Maintaining caller and employee informationEnterprise Edge Attendant Console User Guide P0908544 Issue 02Working with the Directory listInformatio

Page 66

Maintaining caller and employee information 69P0908544 Issue 02 Enterprise Edge Attendant Console User GuideTo search by name:1. In the Attendant win

Page 67

P0908544 Issue 02 Enterprise Edge Attendant Console User GuideIntroduction to Enterprise Edge Attendant ConsoleEnterprise Edge Attendant Console is an

Page 68

70 Maintaining caller and employee informationEnterprise Edge Attendant Console User Guide P0908544 Issue 02To search for an individual in a departme

Page 69

Maintaining caller and employee information 71P0908544 Issue 02 Enterprise Edge Attendant Console User GuideTo change the Person status of an extensi

Page 70 - Resetting the Full tab view

72 Maintaining caller and employee informationEnterprise Edge Attendant Console User Guide P0908544 Issue 02Adding notes to employee recordsYou can a

Page 71 - Using the Make Caller button

Maintaining caller and employee information 73P0908544 Issue 02 Enterprise Edge Attendant Console User GuideTo save employee edit changes:1. In the E

Page 72

74 Maintaining caller and employee informationEnterprise Edge Attendant Console User Guide P0908544 Issue 02

Page 73

P0908544 Issue 02 Enterprise Edge Attendant Console User GuideGenerating reportsEnterprise Edge Attendant Console automatically collects information a

Page 74

76 Generating reportsEnterprise Edge Attendant Console User Guide P0908544 Issue 02Extension Directory reportThe Extension Directory report lists the

Page 75 - Generating reports

Generating reports 77P0908544 Issue 02 Enterprise Edge Attendant Console User GuidePeriod list boxNote: The Period list box is active if:• you select

Page 76

78 Generating reportsEnterprise Edge Attendant Console User Guide P0908544 Issue 02Employees and Customers optionsUse these options to define custome

Page 77 - • you select a valid database

Generating reports 79P0908544 Issue 02 Enterprise Edge Attendant Console User GuideCreating and viewing reportsUse the Reports component to generate

Page 78

8 Introduction to Enterprise Edge Attendant ConsoleEnterprise Edge Attendant Console User Guide P0908544 Issue 02About this guideThis document descri

Page 79 - Creating and viewing reports

80 Generating reportsEnterprise Edge Attendant Console User Guide P0908544 Issue 02Selecting a report typeAfter you load a database, decide what type

Page 80 - 80 Generating reports

Generating reports 81P0908544 Issue 02 Enterprise Edge Attendant Console User GuideTo specify a report of one week:1. Click the One Week button.The O

Page 81 - Clearing a date

82 Generating reportsEnterprise Edge Attendant Console User Guide P0908544 Issue 02Selecting employees and customers for the reportSome report types,

Page 82 - 82 Generating reports

Generating reports 83P0908544 Issue 02 Enterprise Edge Attendant Console User GuideCreate Report buttonWhen all the data needed to create a report is

Page 83 - Generating reports 83

84 Generating reportsEnterprise Edge Attendant Console User Guide P0908544 Issue 02Printing a reportWhen a report is in the Report Viewing area, the

Page 84 - 84 Generating reports

P0908544 Issue 02 Enterprise Edge Attendant Console User GuideGlossaryAssistant attendantThe assistant attendant is the telephone attendant who provid

Page 85 - Glossary

86 GlossaryEnterprise Edge Attendant Console User Guide P0908544 Issue 02Enterprise Edge serverThe telephone system that Enterprise Edge Attendant Co

Page 86

Glossary 87P0908544 Issue 02 Enterprise Edge Attendant Console User GuideStand-alone modelA stand-alone model is a Enterprise Edge Attendant Console

Page 87 - Target extension

88 GlossaryEnterprise Edge Attendant Console User Guide P0908544 Issue 02

Page 88 - 88 Glossary

P0908544 Issue 02 Enterprise Edge Attendant Console User GuideIndexNumerics1st Contact, 302nd Contact, 303rd Contact, 30AAbout Enterprise Edge Attenda

Page 89

Introduction to Enterprise Edge Attendant Console 9P0908544 Issue 02 Enterprise Edge Attendant Console User GuideAccess keysIn Enterprise Edge Attend

Page 90

90 IndexEnterprise Edge Attendant Console User Guide P0908544 Issue 02Directory list 17, 27, 41, 68Department column 43employee information 42Ext col

Page 91

Index 91Enterprise Edge Attendant Console User Guide P0908544 Issue 02MMain attendant, full-time 17Maintaining caller information 63Maintaining emplo

Page 92

92 IndexEnterprise Edge Attendant Console User Guide P0908544 Issue 02Telephone display buttonsAssist 61Hold 60IntAct 61Join 61Next 60Talk 60VM 61tel

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