Nortel Networks AS 5300 Navigating the Personal Agent Quick Start, Service/Feature Description

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Navigating the Personal Agent Quick Start page

The icons and links on the Quick Start page and the top navigation menu buttons provide the interface to the Personal Agent and features described in the following table.

Service/Feature Description

Access the Quick Start page, from which you access the Personal

Agent services and features

Define how you want to manage your incoming calls by specifying the routing and screening of your calls

(The Routes icon only appears if you have the Advanced service package)

Manage your account and personal information

Create, view, and manage your personal address book; View your global address book

NN42040-105 Nortel AS 5300 Release 1.0 Standard 01.02

June 2008

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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 Other changes New in this releaseRevision history NN42040-105 Nortel AS 5300 Release 1.0 Standard June Audience Getting startedText conventions Acronyms How to get helpRelated publications Using your Personal Agent Understanding your Personal AgentPersonal Agent services and features Before you beginMinimum hardware and software requirements Recommended hardware and software requirementsService package Useful terms to knowPersonal address book AddressGlobal address book FriendsPresence Accessing the Personal Agent for the first time Following table describes the different Presence statesPersonal Agent log on Acknowledging the pre-login bannerLogging on to the Personal Agent takes three steps Logging on to the Personal Agent Acknowledging the post-login banner Navigating the Personal Agent interface Service/Feature Description Navigating the Personal Agent Quick StartUsing the online Help Exiting the Personal AgentNN42040-105 Nortel AS 5300 Release 1.0 Standard June Customizing your Personal Agent Modifying your contact information Field DescriptionChanging your password Selecting a picture Specify reasons Specifying a new reasonReordering the list of reasons Configure My Times Adding a new day and time rangeModifying a day and time range Renaming a day and time range Modifying your Nortel IP Phone settings Creating a subject list for your IP Phone callsChanging the order of the subject list Personalizing your presenceViewing and modifying your available services Logging off from your active phonesViewing your service package information Service Package option Description NN42040-105 Personal Agent User Guide Viewing and modifying your Watchers List Setting up a Banned watchers list Modifying your Auto presence serviceConfiguring your greeting message Viewing and modifying your Unified Communications detailsConfiguring your email preferences Modifying your current greeting settingsChanging your PIN Controlling your automatic login Configuring recording time for incoming voicemail messagesViewing 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 Using your directories Understanding Personal Agent address booksUsing your personal address book Viewing your contacts in List view Sorting your contactsSearching for a contact Field Search criteria NicknameViewing your contacts in Card view Calling a contact in your personal address bookViewing details about a contact Managing your contacts in your personal address book Adding a contact to your personal address bookEditing a contact Editing a contact-List viewAdding a new group Deleting a contactEditing a contact-Card view Designating a contact as a Friend RenameUsing the global address book Accessing the global address bookSearching for users in the global address book Field Search criteriaViewing details about a user Working with the global address book-List viewSorting users Initiating a call to a global address book userWorking with the global address book-Card view Adding global address users to your personal address book Message Adding address book entries appearsUsing your call logs Viewing call logsCalling contacts in the call log Saving contacts from the call log informationClearing call log information NN42040-105 Nortel AS 5300 Release 1.0 Standard June Using your Personal Agent Routes Wizard Understanding Routing Understanding the Personal Agent Route wizardUnderstanding the Route wizard steps Using the Personal Agent Route wizardNavigating the Route wizard Initiate action ConditionsSpecifying contacts from your personal address book Specifying users from the global address bookSpecifying groups Specifying telephone numbersSpecifying a condition for an anonymous incoming call Specifying a condition for Unavailable BusySpecifying day and time ranges Actions Specifying ordered lists Specifying an ordered listNN42040-105 Personal Agent User Guide Specifying a rejection message ExceptionsSpecifying an e-mail request Finish Click the Make this route active check boxNN42040-105 Nortel AS 5300 Release 1.0 Standard June Address Book Search Criteria Personal address book search criteria Field Example search criteria ResultsNN42040-105 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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