Nortel Networks AS 5300 Understanding Routing, Understanding the Personal Agent Route wizard

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Understanding Routing

Use routes to perform actions on your incoming calls and instant messages (IM) based on a set of conditions or exceptions. For example, you can create a route named Lunch that specifies a condition that calls received between 12:00 p.m. and 1:00 p.m. Monday through Friday are routed to your mobile phone first and then sent to your voice mail.

Tip: Routes apply to incoming calls in the order they are listed in the List of Routes window. Click Move up or Move down to change the order of how your incoming calls are treated.

Understanding the Personal Agent Route wizard

You use the Personal Agent Route wizard to create routes. The wizard presents step-by-step procedure that makes the task of creating rules and conditions for your incoming calls easier.

Use the Route wizard to:

define routes to handle your incoming calls and instant messages

specify how specific calls should be presented to you and on what devices in a simultaneous or sequential fashion

specify personalized time blocks to further define your routes so that you are always reachable

send an instant message when processing a ring list

Note: Your routes are bypassed when you place an emergency services call. Calls returned by emergency services personnel bypass your route list and ring at the location where the call originated.

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 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 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 knowAddress Global address bookPersonal address book FriendsPresence Accessing the Personal Agent for the first time Following table describes the different Presence statesLogging 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 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 detailsChanging your PIN Modifying your current greeting settingsConfiguring your email preferences 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 details about a contact Calling a contact in your personal address bookViewing your contacts in Card view Managing your contacts in your personal address book Adding a contact to your personal address bookEditing a contact Editing a contact-List viewEditing a contact-Card view Deleting a contactAdding a new group 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 criteriaWorking with the global address book-List view Sorting usersViewing details about a user 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 wizardNavigating the Route wizard Using the Personal Agent Route wizardUnderstanding the Route wizard steps 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 an e-mail request ExceptionsSpecifying a rejection message 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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