Nortel Networks AS 5300 manual Customizing your Personal Agent

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Customizing your Personal Agent

This chapter includes the following sections:

•“Configuring your personal preferences” on page 25

•“Modifying your Nortel IP Phone settings” on page 34

•“Viewing and modifying your available services” on page 36

Configuring your personal preferences

To configure or modify your preferences, perform the following steps.

1Click the Preferences icon on the Quick Start page or from the top navigation menu.

2From the navigation pane, select Personal. The following options appear:

•Contact info

•Password

•Picture

•Reasons

•My Times

Tip: The information you enter in the Contact info and My Times pages is used when you configure routes for your incoming calls. For more information on configuring routes, see “Using your Personal Agent Routes Wizard” on page 67.

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 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 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 packageGlobal address book AddressPersonal address book FriendsPresence Following table describes the different Presence states Accessing the Personal Agent for the first timePersonal 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 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 messageConfiguring your email preferences Modifying your current greeting settingsChanging your PIN 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 your contacts in Card view Calling a contact in your personal address bookViewing details about a contact Adding a contact to your personal address book Managing your contacts in your personal address bookEditing a contact-List view Editing a contactAdding a new group Deleting a contactEditing a contact-Card view 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 bookSorting users Working with the global address book-List viewViewing details about a user Initiating a call to a global address book 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 RoutingUnderstanding the Route wizard steps Using the Personal Agent Route wizardNavigating the Route wizard 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 a rejection message ExceptionsSpecifying an e-mail request 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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