Avaya BCM 5.0 - CallPilot User's Guide

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BCM 5.0
CallPilot
Document Status: Standard
Document Number: NN40170-100
Document Version: 01.01
Date: August 2009
CallPilot Reference Guide
Page view 0
1 2 3 4 5 6 ... 125 126

Summary of Contents

Page 1 - CallPilot Reference Guide

BCM 5.0CallPilotDocument Status: StandardDocument Number: NN40170-100Document Version: 01.01Date: August 2009CallPilot Reference Guide

Page 2 - Trademarks

10 Chapter 1 Getting startedNN40170-100NN40170-100Symbols and text conventionsThese symbols are used to Highlight critical information for the BCM sys

Page 3 - Task List

100 Chapter 10 Off-premise Message NotificationNN40170-100NN40170-1008 Press NEXT or £ to continueorpress CHNG or ⁄ to change the destination, and rep

Page 4

Chapter 10 Off-premise Message Notification 101CallPilot Reference Guide To change the destination from pager to phone or extension1 Press ≤·°⁄.Follow

Page 5 - Contents

102 Chapter 10 Off-premise Message NotificationNN40170-100NN40170-100To change the destination from phone or extension to pager9 Press CHNG or ⁄ to ch

Page 6

Chapter 10 Off-premise Message Notification 103CallPilot Reference Guide 6 Enter the pager number and press OK or £ to continue.7 Press OK or £ to acc

Page 7

104 Chapter 10 Off-premise Message NotificationNN40170-100NN40170-100Deleting a destination numberIf you have more than one destination number for Off

Page 8 - 8 Contents

Chapter 10 Off-premise Message Notification 105CallPilot Reference Guide Adding a destination numberUse this procedure if you have set up Off-premise

Page 9 - Chapter 1

106 Chapter 10 Off-premise Message NotificationNN40170-100NN40170-100To add a destination numberTurning Off-premise Message Notification on or offYou

Page 10 - Symbols and text conventions

Chapter 10 Off-premise Message Notification 107CallPilot Reference Guide To turn Off-premise Message Notification on or off1 Press ≤·°⁄.Follow the voi

Page 11 - How to get Help

108 Chapter 10 Off-premise Message NotificationNN40170-100NN40170-100

Page 12 - 12 Chapter 1 Getting started

109CallPilot Reference Guide Chapter 11Recording a callAbout Record A CallWith Record A Call ≤·°·, you can record an active telephone call and put the

Page 13 - Chapter 2

Chapter 1 Getting started 11CallPilot Reference GuideThese conventions and symbols are used to represent the Business Series Terminal display and dial

Page 14 - Alternate extensions

110 Chapter 11 Recording a callNN40170-100NN40170-100To record a callProfessional Call RecordingYou can use the Professional Call Recording feature (F

Page 15 - Using the dialpad

111CallPilot Reference GuideChapter 12Broadcast and Information messagesAbout Broadcast messagesYou can ask the System Administrator to send a Broadca

Page 16 - CallPilot voice prompts

112 Chapter 12 Broadcast and Information messagesNN40170-100NN40170-100Recording an Information mailbox greetingBefore you record an Information mailb

Page 17 - Interrupting a voice prompt

113CallPilot Reference GuideChapter 13CallPilot tipsThis chapter contains tips on how to optimize your use of CallPilot.Listen to your messages freque

Page 18 - Mailbox Park and Page

114 Chapter 13 CallPilot tipsNN40170-100NN40170-100Do not forget to use the Copy and Reply features. You can use CallPilot to send copies of messages

Page 19 - Types of mailboxes

115CallPilot Reference GuideChapter 14TroubleshootingThis chapter describes some problems that can occur when you use CallPilot.Some typical problems

Page 20 - Special mailboxes

116 Chapter 14 TroubleshootingNN40170-100NN40170-100My mailbox is lockedYour mailbox is locked if you attempt to access your mailbox and you hear the

Page 21 - Chapter 3

Chapter 14 Troubleshooting 117CallPilot Reference GuideOff-premise Message Notification does not workIf Off-premise Message Notification does not work

Page 22 - To initialize your mailbox

118 Chapter 14 TroubleshootingNN40170-100NN40170-100

Page 23

119CallPilot Reference GuideGlossaryAdministrationThe tasks involved in maintaining CallPilot mailboxes, greetings and set up configuration.Alternate

Page 24 - Opening your mailbox

12 Chapter 1 Getting startedNN40170-100NN40170-100• search the Technical Support Web site and the Nortel Knowledge Base for answers to technical issue

Page 25 - To open your mailbox remotely

120 GlossaryNN40170-100NN40170-100A one line or two line screen on a display telephone that shows CallPilot commands and options.Display buttonsThe th

Page 26 - To change your password

Glossary 121CallPilot Reference GuideInitializing a mailboxPreparing a mailbox to receive messages, which includes changing a mailbox default password

Page 27 - Assigning a Target Attendant

122 GlossaryNN40170-100NN40170-100OptionA CallPilot choice that is given to a user through voice or display prompts.PasswordA four- to eight-digit num

Page 28

123CallPilot Reference GuideIndexAAlert tone 76Alternate greeting 42, 113Alternate Language 18Analog station module (ASM) 15Analog terminal ad

Page 29 - Mailbox Manager overview

124 IndexNN40170-100NN40170-100Forwarding a message 55Full mailbox 51GGeneral Delivery mailbox 51purpose 20Greetings 22Alternate 42, 113ex

Page 30

Index 125CallPilot Reference Guidesilence timeout 59NNamerecording in Company Directory 21removing from Company Directory 27Never Full mailbox f

Page 31 - Find Me/Follow Me

126 IndexNN40170-100NN40170-100to a telephone number 88to an extension number 91Outbound Transferto a phone number 83to an extension 84your ma

Page 32

13CallPilot Reference GuideChapter 2Using CallPilotHow CallPilot worksCallPilot works with the telephone system to provide an automated receptionist s

Page 33 - Chapter 4

14 Chapter 2 Using CallPilotNN40170-100NN40170-100About telephone buttonsThis table shows the Nortel Business Series Terminal buttons. Use the buttons

Page 34

Chapter 2 Using CallPilot 15CallPilot Reference GuideYou can intercept the caller by using the Interrupt feature, ≤·°‡, from any phone as long as the

Page 35

16 Chapter 2 Using CallPilotNN40170-100NN40170-100Numbers and letters on the dialpad.The display can show up to 16 characters. Whether the prompt rema

Page 36 - Playing messages

Chapter 2 Using CallPilot 17CallPilot Reference GuideOn a one line display phone the voice prompt plays immediately. If you do not choose an option af

Page 37 - Sending messages

18 Chapter 2 Using CallPilotNN40170-100NN40170-100Auto AttendantThe Auto Attendant acts as a receptionist for incoming calls. When it is enabled, the

Page 38 - CallPilot mailbox options

Chapter 2 Using CallPilot 19CallPilot Reference GuideTypes of mailboxesA mailbox is a storage place for messages. There are three types of mailboxes:•

Page 39

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

Page 40

20 Chapter 2 Using CallPilotNN40170-100NN40170-100Special mailboxesSpecial mailboxes are set up automatically when CallPilot is initialized.The Specia

Page 41 - Chapter 5

21CallPilot Reference GuideChapter 3Setting up your mailboxThis chapter describes how to set up your mailbox and explains:• Initializing your mailbox•

Page 42 - Personalized mailbox greeting

22 Chapter 3 Setting up your mailboxNN40170-100NN40170-100If the password is trivial, CallPilot prompts you with a text prompt of Trivial password on

Page 43 - Chapter 5 Greetings 43

Chapter 3 Setting up your mailbox 23CallPilot Reference GuideChecking which mailbox interface you useCallPilot supports two interfaces: Norstar Voice

Page 44

24 Chapter 3 Setting up your mailboxNN40170-100NN40170-100Opening your mailboxAfter you initialize your mailbox you can open it from:• your own extens

Page 45 - Chapter 5 Greetings 45

Chapter 3 Setting up your mailbox 25CallPilot Reference GuideTo open your mailbox remotely1 To open your CallPilot mailbox from an outside tone dial p

Page 46 - to select a greeting

26 Chapter 3 Setting up your mailboxNN40170-100NN40170-100To change your passwordPassword lock-outFor security reasons, the System Administrator can a

Page 47

Chapter 3 Setting up your mailbox 27CallPilot Reference GuideIf you do not want your name in the Company Directory, tell your System Administrator. Th

Page 48 - RETRY PLAY OK

28 Chapter 3 Setting up your mailboxNN40170-100NN40170-100To assign a personal Target Attendant1 Press ≤·°⁄.Follow the voice prompts or the display bu

Page 49

Chapter 3 Setting up your mailbox 29CallPilot Reference GuideMailbox Manager overviewMailbox Manager is a Web-based application that allows you to man

Page 50 - 50 Chapter 5 Greetings

3CallPilot Reference GuideTask ListGetting started . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9

Page 51 - Chapter 6

30 Chapter 3 Setting up your mailboxNN40170-100NN40170-100My Mailbox main menu• Welcome message• number of messages for each applicable message type•

Page 52 - Playing your messages

Chapter 3 Setting up your mailbox 31CallPilot Reference Guide Greetings and Spoken Name (Primary, Alternate, and Personalized Greetings import, export

Page 53

32 Chapter 3 Setting up your mailboxNN40170-100NN40170-100

Page 54 - COMP MBOX EXIT

33CallPilot Reference GuideChapter 4Feature codes and mailbox optionsFeature codesFeature code name Dialpad buttons DescriptionLeave Message ≤·°‚Leave

Page 55

34 Chapter 4 Feature codes and mailbox optionsNN40170-100NN40170-100Ask your System Administrator about additional feature codes that may be available

Page 56 - Screening your calls

Chapter 4 Feature codes and mailbox options 35CallPilot Reference GuideProgramming a memory button with a feature codeEach CallPilot feature code can

Page 57 - Interrupting a caller

36 Chapter 4 Feature codes and mailbox optionsNN40170-100Norstar Voice Mail mailbox optionsMailbox commandsPlaying messagesMailbox AdministrationL

Page 58

Chapter 4 Feature codes and mailbox options 37CallPilot Reference GuideSending messagesOther Norstar Voice Mail optionsMailbox option DescriptionPageG

Page 59 - Chapter 7

38 Chapter 4 Feature codes and mailbox optionsNN40170-100CallPilot mailbox optionsMailbox commandsPlaying messagesFrom your display telephoneenter

Page 60 - Norstar Voice Mail

Chapter 4 Feature codes and mailbox options 39CallPilot Reference GuideSending messagesOther CallPilot mailbox optionsMailbox option Description PageG

Page 61 - CallPilot

4 Task ListNN40170-100NN40170-100Call Forwarding your calls . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 75To set up C

Page 62 - - CallPilot

40 Chapter 4 Feature codes and mailbox optionsNN40170-100NN40170-100

Page 63 - PLAY DEL SEND

41CallPilot Reference GuideChapter 5GreetingsThis chapter describes mailbox greetings and how to record them.This chapter includes:• Types of mailbox

Page 64

42 Chapter 5 GreetingsNN40170-100NN40170-100Alternate mailbox greetingThe Alternate mailbox greeting is usually used for special circumstances.For exa

Page 65 - Message delivery options

Chapter 5 Greetings 43CallPilot Reference GuideRecording a Primary or Alternate mailbox greetingOnly a Primary mailbox greeting is necessary, but you

Page 66

44 Chapter 5 GreetingsNN40170-100NN40170-100To record a Primary or Alternate mailbox greetingChoosing a Primary or Alternate mailbox greetingIf you re

Page 67

Chapter 5 Greetings 45CallPilot Reference GuideIf you choose No:• Messages cannot be left in the mailbox.• The Alternate mailbox greeting takes preced

Page 68

46 Chapter 5 GreetingsNN40170-100NN40170-100To choose a Primary or Alternate mailbox greetingRecording a Personalized mailbox greetingIf your company

Page 69

Chapter 5 Greetings 47CallPilot Reference GuideYou can record up to three Personalized mailbox greetings, but you can assign each greeting to only one

Page 70 - Replying to messages

48 Chapter 5 GreetingsNN40170-100NN40170-1009 Press OK or £ to accept the recordingorpress PLAY or ⁄ to listen to the greetingorpress RETRY or ¤ to re

Page 71

Chapter 5 Greetings 49CallPilot Reference GuideDeleting a Personalized mailbox greetingIf you no longer need a Personalized mailbox greeting, you can

Page 72

5CallPilot Reference GuideContentsChapter 1Getting started . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

Page 73 - Placing a call with Thru-Dial

50 Chapter 5 GreetingsNN40170-100NN40170-100

Page 74 - 74 Chapter 7 Sending messages

51CallPilot Reference GuideChapter 6Accessing your messagesThis chapter describes how to access your messages and explains:• Receiving calls• Never Fu

Page 75 - Chapter 8

52 Chapter 6 Accessing your messagesNN40170-100NN40170-100Playing your messagesUse the procedure for playing your messages that corresponds to the int

Page 76 - Call Forward with Caller ID

Chapter 6 Accessing your messages 53CallPilot Reference GuideSkip forward‹or> >>Advances the message nine seconds and continues playing from

Page 77

54 Chapter 6 Accessing your messagesNN40170-100NN40170-100Notes:1 Because your mailbox has limited message storage space, delete any messages you no l

Page 78

Chapter 6 Accessing your messages 55CallPilot Reference GuideNextMessageflPlays the next message in the skillset mailbox. If you use this while a messa

Page 79 - Chapter 9

56 Chapter 6 Accessing your messagesNN40170-100NN40170-100Retrieving erased messagesYou can retrieve an erased message if you are still in the CallPil

Page 80

Chapter 6 Accessing your messages 57CallPilot Reference GuideTo use Call Screening1 You receive an external call that is transferred from the Auto Att

Page 81 - About Outbound Transfer

58 Chapter 6 Accessing your messagesNN40170-100NN40170-100

Page 82 - flor OTHR *

59CallPilot Reference GuideChapter 7Sending messagesThis chapter describes how to send messages and explains:• Recording and sending messages• Searchi

Page 83 - Setting up Outbound Transfer

6 ContentsNN40170-100NN40170-100Norstar Voice Mail mailbox options . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 36Ma

Page 84

60 Chapter 7 Sending messagesNN40170-100NN40170-100To record and send a message using the Open Mailbox feature - Norstar Voice Mail1 Press ≤·°⁄.Follow

Page 85

Chapter 7 Sending messages 61CallPilot Reference GuideTo record and send a message using the Open Mailbox feature - CallPilot1 Press ≤·°⁄.Follow the v

Page 86 - Optimizing Outbound Transfer

62 Chapter 7 Sending messagesNN40170-100NN40170-100To record and send a message using the Leave Message feature - Norstar Voice MailTo record and send

Page 87 - Chapter 10

Chapter 7 Sending messages 63CallPilot Reference GuideSearching the Company DirectoryIf you know the name but not the mailbox number of someone you wa

Page 88

64 Chapter 7 Sending messagesNN40170-100NN40170-100To search the Company DirectoryAssigning message delivery optionsUse the procedure for the interfac

Page 89

Chapter 7 Sending messages 65CallPilot Reference GuideMessage delivery optionsThe Certified/Acknowledge and Timed delivery options are available only

Page 90

66 Chapter 7 Sending messagesNN40170-100NN40170-100To assign message delivery options - Norstar Voice Mail1 Record your message using“To record and se

Page 91

Chapter 7 Sending messages 67CallPilot Reference GuideFor more information about the message delivery see “Message delivery options” on page 65.9 Pres

Page 92

68 Chapter 7 Sending messagesNN40170-100NN40170-100To assign message delivery options - CallPilot1 Record your message using“To record and send a mess

Page 93 - SELECT

Chapter 7 Sending messages 69CallPilot Reference GuideSending a message to more than one recipientSending a message to a Group ListA Group List is a l

Page 94

Contents 7CallPilot Reference GuideChapter 8Call Forwarding your calls . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 75

Page 95

70 Chapter 7 Sending messagesNN40170-100NN40170-100Forwarding a copy of a message to one or more recipientsYou can forward a copy of a message during

Page 96

Chapter 7 Sending messages 71CallPilot Reference GuideReplying to an internal callerTo reply to an internal caller - Norstar Voice MailTo reply to an

Page 97

72 Chapter 7 Sending messagesNN40170-100NN40170-100Replying to an external callerYou can reply to a message from an external caller if your company su

Page 98

Chapter 7 Sending messages 73CallPilot Reference GuidePlacing a call with Thru-DialWith Thru-Dial you can call another number while you are logged on

Page 99

74 Chapter 7 Sending messagesNN40170-100NN40170-100To search the Company Directory while placing a Thru-Dial callIf you enter a name instead of a numb

Page 100

75CallPilot Reference GuideChapter 8Call Forwarding your callsYou can call forward your calls if you want your calls to go to CallPilot immediately, w

Page 101

76 Chapter 8 Call Forwarding your callsNN40170-100NN40170-1006 Press ⁄ to turn Call Forward on or off.• If Call Forward is on, the voice prompt says“C

Page 102

Chapter 8 Call Forwarding your calls 77CallPilot Reference GuideTo turn Call Forward with CLID on or offCall Forward on Busy overrides CLIDIf your dis

Page 103

78 Chapter 8 Call Forwarding your callsNN40170-100NN40170-100

Page 104 - Deleting a destination number

79CallPilot Reference GuideChapter 9Transferring callsThis chapter describes transferring calls and explains:• Transferring calls to a CallPilot mailb

Page 105 - Adding a destination number

8 ContentsNN40170-100NN40170-100Chapter 13CallPilot tips . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

Page 106 - To add a destination number

80 Chapter 9 Transferring callsNN40170-100NN40170-100Transferring a mailbox owner’s call to their mailboxYou can transfer a mailbox owner’s call to th

Page 107

Chapter 9 Transferring calls 81CallPilot Reference GuideAbout Outbound TransferYou can set up Outbound Transfer to transfer a caller who reaches your

Page 108 - NN40170-100NN40170-100

82 Chapter 9 Transferring callsNN40170-100NN40170-100› or TONEto recognize dial tone (behind PBX). The Recognize Dial Tone special character appears a

Page 109 - Chapter 11

Chapter 9 Transferring calls 83CallPilot Reference GuideSetting up Outbound TransferTo set up Outbound Transfer to a phone number1 Press ≤·°⁄.Follow t

Page 110 - To record a call

84 Chapter 9 Transferring callsNN40170-100NN40170-100To set up Outbound Transfer to an extension1 Press ≤·°⁄.Follow the voice prompts or the display b

Page 111 - Chapter 12

Chapter 9 Transferring calls 85CallPilot Reference GuideTurning Outbound Transfer on or offYou can turn Outbound Transfer on or off at any time after

Page 112

86 Chapter 9 Transferring callsNN40170-100NN40170-100Optimizing Outbound TransferWhen CallPilot transfers a call to an external telephone number using

Page 113 - Chapter 13

87CallPilot Reference GuideChapter 10Off-premise Message NotificationThis chapter describes how to set up and change Off-premise Message Notification

Page 114 - 114 Chapter 13 CallPilot tips

88 Chapter 10 Off-premise Message NotificationNN40170-100NN40170-100Off-premise Message Notification parametersYou can set up the parameters for Off-p

Page 115 - Chapter 14

Chapter 10 Off-premise Message Notification 89CallPilot Reference Guide 2 If you use the CallPilot interface:• Press °fi to open the Mailbox Tools• Pre

Page 116

9CallPilot Reference GuideChapter 1Getting startedAbout this guideThe CallPilot Reference Guide provides information on how to use CallPilot features

Page 117

90 Chapter 10 Off-premise Message NotificationNN40170-100NN40170-10010 Enter the time when Off-premise Message Notification is to stop. This is a four

Page 118

Chapter 10 Off-premise Message Notification 91CallPilot Reference Guide To set up Off-premise Message Notification to an extension1 Press ≤·°⁄.Follow

Page 119 - Glossary

92 Chapter 10 Off-premise Message NotificationNN40170-100NN40170-10011 Press AM or ⁄or Press PM or ¤.12 Press OK or £ to accept the stop time.13 Press

Page 120 - 120 Glossary

Chapter 10 Off-premise Message Notification 93CallPilot Reference Guide Setting up Off-premise Message Notification to a pager numberExample of a dest

Page 121 - Glossary 121

94 Chapter 10 Off-premise Message NotificationNN40170-100NN40170-1004 Press PAGER or ‹ to select a pager number destination.5 Enter the destination pa

Page 122 - 122 Glossary

Chapter 10 Off-premise Message Notification 95CallPilot Reference Guide To set up Off-premise Message Notification to more than one destinationYou can

Page 123

96 Chapter 10 Off-premise Message NotificationNN40170-100NN40170-1008 Press AM or ⁄or Press PM or ¤.9 Press OK or £ to accept the start time.10 Enter

Page 124

Chapter 10 Off-premise Message Notification 97CallPilot Reference Guide Changing Off-premise Message NotificationYou can change the parameters and des

Page 125

98 Chapter 10 Off-premise Message NotificationNN40170-100NN40170-1002 If you use the CallPilot interface:• Press °fi to open the Mailbox Tools• Press N

Page 126

Chapter 10 Off-premise Message Notification 99CallPilot Reference Guide To change the destination from phone to another destination1 Press ≤·°⁄.Follow

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