Nortel Networks AS 5300 manual Using the Personal Agent Route wizard, Navigating the Route wizard

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Understanding the Route wizard steps

The following table describes the steps to follow when you create a route using the Personal Agent Route wizard.

Step

Specifies

 

 

Step 1: Initiate

Main action or actions that initiates the processing of the

action

route. There are two options to select from: When a call is

 

received or When an Instant Message is received. Select

 

the desired option by selecting the appropriate check box.

 

 

Step 2: Conditions

Call filtering conditions that are applied before the Actions

 

in Step 3 can take place.

 

 

Step 3: Actions

The actions performed when a call is received. Actions are

 

defined according to the services enabled in your service

 

package.

 

 

Step 4: Exceptions

Exceptions to the filtering conditions defined in Step 2.

 

 

Step 5: Finish

Name of the route, and whether the route should be active

 

and saved.

 

 

Navigating the Route wizard

The following describes the buttons in the Route wizard:

Next—go to the next step.

Back— return to the previous page to make changes.

Cancel—cancel the creation or modification of the route.

Finish—complete a step.

Save—save the route.

Using the Personal Agent Route wizard

To start the Personal Agent Route wizard, perform the following.

1Click the Route button on the Personal Agent Quick Start page or on the top navigation menu.

NN42040-105

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 New in this release Other changesRevision history NN42040-105 Nortel AS 5300 Release 1.0 Standard June Getting started AudienceText conventions How to get help AcronymsRelated 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 timeAcknowledging the pre-login banner Personal Agent log onLogging 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 messageModifying your current greeting settings Configuring your email preferencesChanging 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 contactCalling a contact in your personal address book Viewing your contacts in Card viewViewing 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 contactDeleting a contact Adding a new groupEditing 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 RoutingUsing the Personal Agent Route wizard Understanding the Route wizard stepsNavigating 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 Exceptions Specifying a rejection messageSpecifying 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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