Customizing your Personal Agent | Nortel Networks AS 5300 guide

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Acknowledging the post-login banner . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 20 Navigating the Personal Agent interface . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 21 Navigating the Personal Agent Quick Start page . . . . . . . . . . . . . . . . . . . . . . . . . 22 Exiting the Personal Agent . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 23 Using the online Help . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 23

Customizing your Personal Agent . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 25

Configuring your personal preferences	. . . . . 25
Modifying your contact information	. . . . . 26
Changing your password	. . . . . 27
Selecting a picture	. . . . . 28
Specify reasons	. . . . . 29
Specifying a new reason	. . . . . 29
Reordering the list of reasons	. . . . . 30
Configure My Times	. . . . . 31
Adding a new day and time range	. . . . . 31
Modifying a day and time range	. . . . . 32
Copying a day and time range	. . . . . 32
Renaming a day and time range	. . . . . 33
Deleting a day and time range	. . . . . 33
Modifying your Nortel IP Phone settings	. . . . . 34
Creating a subject list for your IP Phone calls	. . . . . 34
Changing the order of the subject list	. . . . . 35
Personalizing your presence	. . . . . 35
Logging off from your active phones	. . . . . 36
Viewing and modifying your available services	. . . . . 36
Viewing your service package information	. . . . . 37
Viewing and modifying your Watchers List	. . . . . 40
Setting up a Banned watchers list	. . . . . 41
Modifying your Auto presence service	. . . . . 41
Viewing and modifying your Unified Communications details	. . . . . 42
Configuring your greeting message	. . . . . 42
Modifying your current greeting settings	. . . . . 43
Changing your PIN	. . . . . 43
Configuring your email preferences	. . . . . 43
Controlling your automatic login	. . . . . 44
NN42040-105 Nortel AS 5300 Release 1.0 Standard 01.02	June 2008

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Nortel Networks AS 5300 manual Customizing your Personal Agent

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