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Nortel AS Personal Agent User Guide
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AS 5300
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Password
Configure My Times
How to
Service package
Using your directories
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Nortel AS 5300 Release 1.0
Standard 01.02
NN42040-105
June 2008
Nortel AS 5300
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 release
Revision history
NN42040-105 Nortel AS 5300 Release 1.0 Standard June
Audience
Getting started
Text conventions
Acronyms
How to get help
Related publications
Understanding your Personal Agent
Using your Personal Agent
Before you begin
Personal Agent services and features
Recommended hardware and software requirements
Minimum hardware and software requirements
Useful terms to know
Service package
Global address book
Address
Personal address book
Friends
Presence
Following table describes the different Presence states
Accessing the Personal Agent for the first time
Personal Agent log on
Acknowledging the pre-login banner
Logging 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 Description
Exiting the Personal Agent
Using the online Help
NN42040-105 Nortel AS 5300 Release 1.0 Standard June
Customizing your Personal Agent
Field Description
Modifying your contact information
Changing your password
Selecting a picture
Specifying a new reason
Specify reasons
Reordering the list of reasons
Adding a new day and time range
Configure My Times
Modifying 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 settings
Personalizing your presence
Changing the order of the subject list
Logging off from your active phones
Viewing and modifying your available services
Viewing 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 list
Viewing and modifying your Unified Communications details
Configuring your greeting message
Configuring your email preferences
Modifying your current greeting settings
Changing your PIN
Configuring recording time for incoming voicemail messages
Controlling your automatic login
Viewing 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 directories
Using your personal address book
Sorting your contacts
Viewing your contacts in List view
Field Search criteria Nickname
Searching for a contact
Viewing your contacts in Card view
Calling a contact in your personal address book
Viewing details about a contact
Adding a contact to your personal address book
Managing your contacts in your personal address book
Editing a contact-List view
Editing a contact
Adding a new group
Deleting a contact
Editing a contact-Card view
Rename
Designating a contact as a Friend
Accessing the global address book
Using the global address book
Field Search criteria
Searching for users in the global address book
Sorting users
Working with the global address book-List view
Viewing details about a user
Initiating a call to a global address book user
Working with the global address book-Card view
Message Adding address book entries appears
Adding global address users to your personal address book
Viewing call logs
Using your call logs
Saving contacts from the call log information
Calling contacts in the call log
Clearing 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 Routing
Understanding the Route wizard steps
Using the Personal Agent Route wizard
Navigating the Route wizard
Conditions
Initiate action
Specifying users from the global address book
Specifying contacts from your personal address book
Specifying telephone numbers
Specifying groups
Specifying a condition for Unavailable Busy
Specifying a condition for an anonymous incoming call
Specifying day and time ranges
Actions
Specifying an ordered list
Specifying ordered lists
NN42040-105 Personal Agent User Guide
Specifying a rejection message
Exceptions
Specifying an e-mail request
Click the Make this route active check box
Finish
NN42040-105 Nortel AS 5300 Release 1.0 Standard June
Address Book Search Criteria
Field Example search criteria Results
Personal address book search criteria
NN42040-105 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
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