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NN42040-105 Nortel AS 5300 Release 1.0 Standard June
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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
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
New in this release
Other changes
Revision history
NN42040-105 Nortel AS 5300 Release 1.0 Standard June
Getting started
Audience
Text conventions
How to get help
Acronyms
Related 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
Personal address book
Address
Global address book
Friends
Presence
Accessing the Personal Agent for the first time
Following table describes the different Presence states
Acknowledging the pre-login banner
Personal Agent log on
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
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
Modifying your current greeting settings
Configuring your email preferences
Changing 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
Calling a contact in your personal address book
Viewing your contacts in Card view
Viewing 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
Deleting a contact
Adding a new group
Editing 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
Viewing details about a user
Working with the global address book-List view
Sorting users
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
Using the Personal Agent Route wizard
Understanding the Route wizard steps
Navigating 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
Exceptions
Specifying a rejection message
Specifying 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
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