Nortel Networks AS 5300 manual Using your Personal Agent, Understanding your Personal Agent

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Using your Personal Agent

This chapter describes how to use your Personal Agent.

Topics in this section include:

•“Understanding your Personal Agent” on page 11

•“Personal Agent services and features” on page 12

•“Before you begin” on page 12

•“Accessing the Personal Agent for the first time” on page 17

•“Personal Agent log on” on page 18

•“Navigating the Personal Agent interface” on page 21

•“Exiting the Personal Agent” on page 23

•“Using the online Help” on page 23

Understanding your Personal Agent

You use the Personal Agent to effectively manage your service and communication preferences on your system. The Personal Agent ensures that your calls are delivered where and when you want, as shown in the following picture.

Personal Agent User Guide

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Contents Nortel AS Personal Agent User Guide NN42040-105 Nortel AS 5300 Release 1.0 Standard June Contents Customizing your Personal Agent Using your directories Address Book Search Criteria Revision history New in this releaseOther changes NN42040-105 Nortel AS 5300 Release 1.0 Standard June Text conventions Getting startedAudience Related publications How to get helpAcronyms Understanding your Personal Agent Using your Personal AgentBefore you begin Personal Agent services and featuresRecommended hardware and software requirements Minimum hardware and software requirementsUseful terms to know Service packageFriends AddressGlobal address book Personal address bookPresence Following table describes the different Presence states Accessing the Personal Agent for the first timeLogging on to the Personal Agent takes three steps Acknowledging the pre-login bannerPersonal Agent log on Logging on to the Personal Agent Acknowledging the post-login banner Navigating the Personal Agent interface Navigating the Personal Agent Quick Start Service/Feature DescriptionExiting the Personal Agent Using the online HelpNN42040-105 Nortel AS 5300 Release 1.0 Standard June Customizing your Personal Agent Field Description Modifying your contact informationChanging your password Selecting a picture Specifying a new reason Specify reasonsReordering the list of reasons Adding a new day and time range Configure My TimesModifying a day and time range Renaming a day and time range Creating a subject list for your IP Phone calls Modifying your Nortel IP Phone settingsPersonalizing your presence Changing the order of the subject listLogging off from your active phones Viewing and modifying your available servicesViewing your service package information Service Package option Description NN42040-105 Personal Agent User Guide Viewing and modifying your Watchers List Modifying your Auto presence service Setting up a Banned watchers listViewing and modifying your Unified Communications details Configuring your greeting messageChanging your PIN Modifying your current greeting settingsConfiguring your email preferences Configuring recording time for incoming voicemail messages Controlling your automatic loginViewing and modifying your Meet Me conferencing details Configuring Calling Line Identification NN42040-105 Personal Agent User Guide NN42040-105 Nortel AS 5300 Release 1.0 Standard June Understanding Personal Agent address books Using your directoriesUsing your personal address book Sorting your contacts Viewing your contacts in List viewField Search criteria Nickname Searching for a contactViewing details about a contact Calling a contact in your personal address bookViewing your contacts in Card view Adding a contact to your personal address book Managing your contacts in your personal address bookEditing a contact-List view Editing a contactEditing a contact-Card view Deleting a contactAdding a new group Rename Designating a contact as a FriendAccessing the global address book Using the global address bookField Search criteria Searching for users in the global address bookInitiating a call to a global address book user Working with the global address book-List viewSorting users Viewing details about a userWorking with the global address book-Card view Message Adding address book entries appears Adding global address users to your personal address bookViewing call logs Using your call logsSaving contacts from the call log information Calling contacts in the call logClearing call log information NN42040-105 Nortel AS 5300 Release 1.0 Standard June Using your Personal Agent Routes Wizard Understanding the Personal Agent Route wizard Understanding RoutingNavigating the Route wizard Using the Personal Agent Route wizardUnderstanding the Route wizard steps Conditions Initiate actionSpecifying users from the global address book Specifying contacts from your personal address bookSpecifying telephone numbers Specifying groupsSpecifying a condition for Unavailable Busy Specifying a condition for an anonymous incoming callSpecifying day and time ranges Actions Specifying an ordered list Specifying ordered listsNN42040-105 Personal Agent User Guide Specifying an e-mail request ExceptionsSpecifying a rejection message Click the Make this route active check box FinishNN42040-105 Nortel AS 5300 Release 1.0 Standard June Address Book Search Criteria Field Example search criteria Results Personal address book search criteriaNN42040-105 Personal Agent User Guide Global Address Book search criteria Starting with last name appends * to NN42040-105 Nortel AS 5300 Release 1.0 Standard June Index Searching for a contact NN42040-105 Personal Agent User Guide NN42040-105 Nortel AS 5300 Release 1.0 Standard June Page Nortel AS

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