Viewing a CCT intrinsic | Avaya NN44400-114 guide

Customer and contact details

Prerequisites

•Ensure that you have no customer records currently open.

Procedure steps

Step Action

1Click the Details tab of the Customer Details pane.

2Click Edit to change the customer information or Add to add new information to the customer details.

3Select the information to add or change.

4Copy and paste the information from the text of a contact, or type the information into the field.

5If you add additional telephone numbers or e-mail addresses, be sure to select one as the default.

6Click Save.

--End--

Viewing a CCT intrinsic

View a CCT intrinsic to copy the intrinsic or start an associated application.

Prerequisites

•You must accept a contact.

Procedure steps

Step Action

1On the Agent Desktop window, click Customer Details.

2In the Custom Fields section, click the Intrinsic tab. The CCT intrinsics appear.

--End--

Copying a CCT intrinsic

Copy a CCT intrinsic to use the intrinsic in another application.

Procedure steps

Step Action

124 NN44400-114 Contact Center Agent Desktop

2 December 2010

Image 124

Avaya NN44400-114 manual Viewing a CCT intrinsic, Copying a CCT intrinsic

Contents

Agent Desktop Copyright 2010 Avaya Inc All Rights Reserved Contents Contents NN44400-114 Contact Center Agent Desktop December Fax message Instant messaging 107 Features New in this release New contact types New in this release Mail auto suggest Other changes 10 NN44400-114 Contact Center Agent Desktop December Introduction Prerequisites Introduction Navigation12 NN44400-114 Contact Center Agent Desktop December Agent Desktop User Interface Example of Agent Desktop layout Work item paradigm Top bar Command Description Work list windowTerminal Action Menu Example of work list layout Action bar commands Icon Name Description Action barExample of Action bar layout 16 NN44400-114 Contact Center Agent Desktop December User preferences Page Installing the Agent Desktop Using your Agent DesktopStep Action Using your Agent Desktop Starting the Agent DesktopEnd 20 NN44400-114 Contact Center Agent Desktop December Logging on to Agent Desktop when using a desktop phone Creating a shortcut to the Agent DesktopStep Action Click Start, All Programs, Avaya Select Send To, Desktop create shortcut End Description Value Logging on to Agent Desktop when using the softphone22 NN44400-114 Contact Center Agent Desktop December Logging on to Agent Desktop of a SIP-enabled contact center Changing your password 24 NN44400-114 Contact Center Agent Desktop December Muting and unmuting when using the softphone Changing the audio settings for softphone Configuring the audio devices for softphone Changing your status to Ready Accessing online help Changing your status to Not ReadyClick Go Not Ready End NN44400-114 Contact Center Agent Desktop December 2010 Logging off from Agent Desktop End 28 NN44400-114 Contact Center Agent Desktop December Telephony Telephony Accepting a call30 NN44400-114 Contact Center Agent Desktop December Entering an activity code Declining a callTelephony End Releasing a call on hold Placing a call on holdEnd 32 NN44400-114 Contact Center Agent Desktop December Transferring a call Conferencing in another agent Conferencing in a supervisor Ending a callCalling your supervisor 34 NN44400-114 Contact Center Agent Desktop December Making a call Using Dtmf digitsClick Initiate Call again Observing a call Using the Emergency key36 NN44400-114 Contact Center Agent Desktop December Barging in on a call Ending your observation End 38 NN44400-114 Contact Center Agent Desktop December Outbound calls and callbacks Outbound calls and callbacks Accepting an outbound contactEnd 40 NN44400-114 Contact Center Agent Desktop December Declining an outbound contact Placing an outbound call Recording the result Using a script42 NN44400-114 Contact Center Agent Desktop December Scheduling a callback Ending the callStep Action Click the Disposition codes tab Step Action Click Schedule Callback Calling the customer44 NN44400-114 Contact Center Agent Desktop December End NN44400-114 Contact Center Agent Desktop December 2010 Page Predictive Outbound Predictive Outbound Prerequisites for Predictive Outbound48 NN44400-114 Contact Center Agent Desktop December Click Go Ready Changing to Ready statusPredictive Outbound statuses Description Actions Allowed Changing to Not Ready status 50 NN44400-114 Contact Center Agent Desktop December Handling a Predictive or Progressive call Changing to Not Ready status when on a contactPredictive Outbound Click Go Not Ready Handling a Paced call Handling a Preview callPredictive Outbound End 52 NN44400-114 Contact Center Agent Desktop December Cancelling a call Handling a manual call 54 NN44400-114 Contact Center Agent Desktop December Click Transfer 56 NN44400-114 Contact Center Agent Desktop December Hanging-up and leaving a conference call Click Conference Ending a contact End 58 NN44400-114 Contact Center Agent Desktop December Originating a call Step Action Click Initiate a Call Schedule Callback fields Field Descriptions Predictive Outbound Click Schedule Callback60 NN44400-114 Contact Center Agent Desktop December Handling a standard callback call Handling a non-standard callback call 62 NN44400-114 Contact Center Agent Desktop December End NN44400-114 Contact Center Agent Desktop December 2010 Page Mail Example of e-mail toolbar Mail 66 NN44400-114 Contact Center Agent Desktop December Following table shows the e-mail feature buttons Mail editing and formatting controls Control Function Declining an incoming contact Accepting an incoming contact68 NN44400-114 Contact Center Agent Desktop December Verifying customer information Replying to an e-mail message 70 NN44400-114 Contact Center Agent Desktop December Creating an e-mail message Click Create Email Using the address book to reply to a contact Removing a name from the recipient list Defining your default template folder Creating a template response Using a template response Defining your default attachment folderAdding an attachment to your e-mail response 74 NN44400-114 Contact Center Agent Desktop December Removing an attachment from an e-mail response Viewing e-mail attachmentsStep Action Click Insert File Using the spelling checker End 76 NN44400-114 Contact Center Agent Desktop December Closing the e-mail contact Postponing work on a contact Following up on a contact Transferring a contact within the contact centerStep Action Click Follow-up Step Action Click Transfer Printing contact details Transferring a contact outside the contact centerClick Transfer End Mail 80 NN44400-114 Contact Center Agent Desktop December Fax message Accepting an incoming fax message Declining an incoming fax message Reviewing a fax messageReplying to a fax message Fax message Closing a fax message Transferring a fax message Scanned document Accepting an incoming scanned document message Declining an incoming scanned document message Reviewing a scanned document messageScanned document End 86 NN44400-114 Contact Center Agent Desktop December Replying to a scanned document message Closing a scanned document message Transferring a scanned document Voice mail messages Accepting an incoming voice mail message Declining an incoming voice mail message Listening to a voice mail messageVoice mail messages End 90 NN44400-114 Contact Center Agent Desktop December Replying to a voice mail message Closing a voice mail message Transferring a voice mail message Short Message Service text message Accepting an incoming SMS text message Short Message Service text message Declining an incoming SMS text messageReplying to an SMS text message 94 NN44400-114 Contact Center Agent Desktop December Using the spelling checker Transferring an SMS text message Closing an SMS text message contact96 NN44400-114 Contact Center Agent Desktop December Short Message Service text message Page Web communications Accepting a Web communications contact Web communications Customizing a tab name Declining a Web communications contact Sending a chat message Adding an auto-phrase to a chat messagePushing a Web page to a customer Click the Send the Message icon Transferring a chat session Step Action Chat box, select Push the selected web page icon Conferencing a chat session Ending the Text Chat sessionClick Complete Conference 104 NN44400-114 Contact Center Agent Desktop December Sending the chat log in an e-mail message Page Instant messaging Prerequisites for instant messaging Accepting an instant message Declining an instant messageInstant messaging 108 NN44400-114 Contact Center Agent Desktop December Using an auto-phrase Sending an instant message Using suggested Web pages Using spelling checker in an instant messageViewing personnel using Contacts Presence 110 NN44400-114 Contact Center Agent Desktop December Transferring an instant message using Contacts Presence Click Complete Transfer Conferencing an instant message using Contacts Presence Consulting on an instant message using Contacts Presence112 NN44400-114 Contact Center Agent Desktop December Transferring an instant message using the work item control Instant messaging Click Complete Conference Conferencing an instant message using the work item control Ending an instant message Click Close Page Agent Statistics Control Accessing the Agent Statistics tab Viewing the Skillset statistic chartPrerequisites for Agent Statistics Agent Statistics Viewing the Agent statistic chart Enabling Service Level alerts Using the Statistics Ticker End 120 NN44400-114 Contact Center Agent Desktop December Customer and contact details Prerequisites for working with customer and contact details Creating a customer record Customer and contact detailsStep Action Customer Details window, click Create End 122 NN44400-114 Contact Center Agent Desktop December Adding or editing customer information Searching for a customerStep Action Click Customer Search Viewing a CCT intrinsic Copying a CCT intrinsic Viewing the Auto Launch Application Running a CCT intrinsic-associated application Searching for a contact Customer and contact details EndStep Action Click Contact Search 126 NN44400-114 Contact Center Agent Desktop December Printing search results Viewing a contact Opening a contact End 128 NN44400-114 Contact Center Agent Desktop December Closing contacts supervisors only Selected contacts are highlighted blue