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Nortel Networks P0605665 03 manual Nortel Networks Call Center Set Up and Operation Guide

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Part No. P0605665 03

23 March 2004

Nortel Networks Call Center

Set Up and Operation Guide

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Nortel Networks P0605665 03 manual Nortel Networks Call Center Set Up and Operation Guide

Contents

Nortel Networks Call Center Set Up and Operation Guide Trademarks Copyright 2004 Nortel NetworksContents Chapter Setting up skillsets Chapter Off-premise Message Notification Chapter Line administration 165 Chapter Activity Codes Chapter Tips for operating Call Center Glossary Index Contents P0605665 Professional and Basic Call Center Chapter About Nortel Networks Call CenterCall Center features Dynamic call priority Delegated access to CallCenter Multimedia Call CenterAuto Attendant Using CallPilot call routing with Call CenterCustom Call Routing CCR Comparison of Basic and Professional Call Center Attendant, skillset mailbox Related documents How to get help Using CallPilot Manager to set up Call Center Chapter About setting up Call CenterSystem requirements Computer requirementsPoint your web browser to the URL https//IP address6800 Enabling Software Authorization CodesStart CallPilot Manager Click the Configuration heading To start CallPilot Manager on CallPilot 100/150 About the CallPilot Manager interface System timeoutTo create a Call Center Administrator password Call Center password accessAn example of a two line display Setting up Call Center from a two line display telephoneTo enter a character Using the dialpadTo accept a character To delete a characterAbout telephone buttons Symbols and conventions used in this guideConvention Example Used for To check which mailbox interface you use Checking which telephone mailbox interface you useFeature Codes Chapter Using Feature CodesTo determine the Feature Codes To program a memory button Programming a memory button with a Feature CodeOperator Settings Use this Feature Code Open MailboxVoicemail DN Display Waiting CallsAgent Feature Codes Feature Codes used by Call Center agentsAgents use this Feature Code Open Mailbox Monitor skillsetsAbout adding agents Chapter Setting up Call Center agentsAgent properties Accepted Call Types Missed Call OptionPriority Activity Code Entry TypeTo add an agent Adding an agent or a supervisorSetting up Call Center agents To add more than one agent Adding more than one agentSetting up Call Center agents To reset an agent’s password Resetting an agent’s passwordChanging agent information To change agent informationTo delete an agent Deleting an agentTo force an agent off Forcing an agent offSetting up Call Center agents P0605665 About skillsets Chapter Setting up skillsetsHow incoming calls are sent to a skillset Skillset properties Break Time Delay AnswerAttendant extension Language preferenceTo set up or change a skillset Setting up or changing a skillsetSetting up skillsets To set up did routing for Business Communications Manager Setting up did routingTo set up did routing for CallPilot 100/150 Examples of using CLID/DNIS Routing Setting up CLID/DNIS RoutingLine CLID/DNIS Routing Table propertiesMultimedia Calls ActionClick the CLID/DNIS Routing Table link Adding a CLID/DNIS RouteTo change a CLID/DNIS Route Changing a CLID/DNIS RouteDeleting a CLID/DNIS Route Dynamic Agent Priority Assigning an agent to a skillsetTo assign an agent to a skillset Setting up skillsets To change an agent’s priority in a skillset Changing an agent’s priority in a skillsetViewing agents in a skillset Unassiging an agent from a skillsetTo unassign an agent from a skillset Enabling a skillset To enable a skillsetDisabling a skillset To disable a skillsetTo unconfigure a skillset Unconfiguring a skillsetAbout skillset mailboxes Chapter Setting up skillset mailboxesDetermining a skillset mailbox number To initialize a skillset mailbox Initializing a skillset mailboxTo open a skillset mailbox Norstar Voice Mail Opening a skillset mailboxTo open a skillset mailbox CallPilot Setting up skillset mailboxes Changing a skillset mailbox password Skillset mailbox passwordTo change a skillset mailbox password To reset a skillset mailbox password Resetting a skillset mailbox passwordExamples of Primary and Alternate greetings Recording skillset mailbox greetingsTo record a Primary or Alternate skillset mailbox greeting To choose a Primary or Alternate skillset mailbox greeting Choosing a Primary or Alternate skillset mailbox greetingIf you choose the Alternate mailbox greeting, you are asked To record a Personalized skillset mailbox greeting Recording a Personalized skillset mailbox greetingTo delete a Personalized mailbox greeting Deleting a Personalized skillset mailbox greetingChecking skillset mailboxes for messages To play skillset mailbox messages Norstar Voice Mail Playing skillset mailbox messagesStop Play To play skillset mailbox messages CallPilot To retrieve an erased message Norstar Voice Mail Retrieving erased messagesTo retrieve an erased message CallPilot Replying to an internal caller Replying to messagesTo reply to an internal caller Norstar Voice Mail If you use You want to UseTo reply to an internal caller CallPilot To reply to an external caller Norstar Voice Mail Replying to an external callerTo reply to an external caller CallPilot Setting up skillset mailboxes P0605665 About Off-premise Message Notification Chapter Off-premise Message NotificationTo assign an outdial method to a skillset mailbox Assigning an outdial method to a skillset mailboxOff-premise Message Notification parameters To set up Off-premise Message Notification to a phone number Setting up Off-premise Message NotificationPress AM or ⁄ Receives a new message To set up Off-premise Message Notification to an extension Mailbox receives a new message Example of a destination pager number To set up Off-premise Message Notification to a pagerPress Pager or ‹to select a pager number destination By a zero YES Off-premise Message Notification Startstart time To change the time range or type of message parameters Changing Off-premise Message NotificationTo change the destination type Refer to Press Next or £to accept the start time To change the destination from phone to another destination Msg typenew To change the destination from pager to phone or extension Press Chng or ⁄to change the start time To change the destination from phone or extension to pager By xxxx. The default pager message sent by CallPilot is To delete a destination number Deleting a destination numberTo add a destination number Adding a destination numberTo turn Off-premise Message Notification on or off Turning Off-premise Message Notification on or offAbout Call Center greetings Chapter Recording Call Center GreetingsExamples of Call Center greetings Non-business hours greeting Transfer greetingExpected Wait Time greeting To record a Call Center greeting Recording a Call Center greetingRecording Call Center Greetings Recording Call Center Greetings To import a previously recorded greeting Importing a Call Center greetingTo export a previously recorded greeting Exporting a Call Center greetingRecording Call Center Greetings P0605665 About Intelligent routing Chapter Setting up Intelligent RoutingIntelligent Overflow Routing Condition ModeAction Examples of Intelligent Overflow Routing rules Mode Conditions Action ExplanationTransfers to the skillset mailbox Skillset 1 for 2 minutes and 30 seconds and if there Night 0230 Skillset Mailbox Day 0010 Overflow 2, 3 Assigning Intelligent Overflow Routing to a skillset Select Transfer to External To move a rule Moving an Intelligent Overflow ruleDeleting an Intelligent Overflow Rule Modifying an Intelligent Overflow RuleSetting up Intelligent Routing P0605665 About Routing Tables Chapter Setting up Routing TablesFax Detection Setting up Routing Tables Expected Wait Time How to set up EWTExamples of EWT greetings Recording EWT greetingsClick the Expected Wait Time Tables link Setting up an EWT TableSetting up Routing Tables Setting up Routing Tables Deleting an EWT Table Changing an EWT Table About types of Routing Table steps Forced Play Greeting step parametersNo Intelligent Caller Input To add a Greeting step Adding a Greeting stepSetting up Routing Tables Setting up Routing Tables To add a Distribute for step Adding a Distribute for stepTo add a Goto step Adding a Goto stepAdding a Transfer step To add a disconnect step Adding a Disconnect stepTo assigning hours of operation to a skillset Assigning Routing Table hours of operationSetting up Routing Tables To set the Service Mode for a skillset Setting the Service Mode for skillsetsDisplay shows the Service Mode for skillset Example of a Day Routing Table To set up the Day Routing Table exampleAt the Intelligent Caller Input Routing option, select Basic Example of a Night Routing Table To set up the Night Routing Table exampleChanging a Routing Table Follow the procedureReviewing Routing Table steps Modifying Routing Table stepsDeleting Routing Table steps Setting up Routing Tables P0605665 Creating a Caller Input Rule Chapter Creating Caller Input RulesCreating Caller Input Rules Select Move to Skillset Creating Caller Input Rules An example of using Intelligent Caller Routing, Advanced Using wildcard charactersCreating Caller Input Rules Changing a Caller Input rule Changing the rule length for a Caller Input Table Clearing a Caller Input Rule Table Deleting a Caller Input ruleChanging a Caller Input Rule To delete a Caller Input ruleTo clear a Caller Input Rule Table Setting the Answer Lines status Chapter Line administrationTo set the Answer Lines status Configuring lines To configure a line Configuring several lines Assigning the Call Center language Chapter Setting up Call Center general propertiesTo assign the Call Center language Setting up Call Center general properties Primary and Secondary alert times General Call Center propertiesReserved channels Enable Caller ID Supervisor Help Request TimeoutCall Center Reporting properties Address Selection Method Supervisor Help FromTo set up the general Call Center properties Setting up general Call Center propertiesSetting up Call Center general properties System Configuration Report Call Center overflow Enable Caller IDCall Center Greetings Call Center Intelligent ClidClick the System Configuration link To generate the System Configuration ReportSetting up Call Center general properties P0605665 Monitoring call activity Chapter Monitoring Call Center call activityMonitoring agent calls with Silent Monitor To set up Silent Monitor Setting up Silent Monitor on your systemMonitoring tips Using Silent Monitor with Answer DNLogging on and monitoring agent calls An agent requests help while you are in a monitoring session About monitoring sessions To monitor skillsets Monitoring skillsetsDisplay Description An example of monitoring skillsets Using a memory button to monitor calls waiting in skillsetsTaking some Not Ready time Using Not ReadyProgramming Not Ready to a memory button Logging off Changing your supervisor passwordHow Supervisor Help works Supervisor HelpRequesting agent’s skillsets How to handle Supervisor help requests Configuring Supervisor HelpAn example of retrieving an escalated request How to handle missed requestsWhat Activity Codes are Chapter Activity CodesOptional and Prompted Activity Code logging Optional PromptedExample 1 The agent enters Activity Codes during the call Examples of Activity Code callsExample 2 The agent enters Activity Codes after the call Time Activity Peg timeExamples of Autopeg calls AutopegsAutopeg example System Activity Codes that Call Center records System Activity CodesNo Peg Held Call AbandonedExample 1 No Peg Examples of System Activity Code callsExample 2 Held Call Abandoned and No Peg Example 4 Non Agent Example 3 No Peg and Non AgentExamples of Prompted and Optional Calls Prompted and Optional Activity Code loggingActivity Codes Transfer to Agent How Activity Codes interact with system featuresExample 1 Both agents enter Activity Codes Example 2 The first agent enters an Activity CodeExample 3 The second agent enters an Activity Code Break TimeTo create an Activity Code Creating Activity CodesDeleting an Activity Code Changing an Activity CodeCreating a list of Activity Codes Importing Activity CodesTo import a list of Activity Codes Communicating Activity Codes to supervisors and agentsTo set up or change Activity Code settings for an agent see Assigning Activity Code settings to agents and skillsetsTo set up or change Activity Codes for a skillset see Generating Activity Code reportsHow agents enter Activity Codes Activity Codes P0605665 Skillset administration Agent administrationChapter Tips for operating Call Center Call Center greetingsRouting calls using Dynamic Call Priority Routing Table administrationCall Center general parameters How to calculate the longest time a caller can be on hold When you assign a CDN to a skillset Using B1 and B2 DNsTips to improve the efficiency of Call Center About using B1 and B2 extensions About Partial Double Density modeYou can use B2 CDNs if Tips for operating Call Center Basic Call Center Chapter Examples of Call Center configurationsSkillset 1 properties General ConfigurationRouting Tables Service Mode Overflow Skillset 2 properties Service Mode Overflow Professional Call Center with Reporting General Configuration Caller Input Rules General PropertiesExpected Wait Time Activity Codes Lines Skillset Routing Tables Service Mode Overflow Name Support Night Routing Table steps Send to Skillset Mailbox Name Installation Service Mode Overflow Name Preferred Service Mode Overflow Greetings Multimedia Call CenterVoice ImageSkillset 1 on Skillset 2 on Skillset 3 on Skillset 4 on LinesRouting Tables Service Mode Overflow Resetting passwords Chapter Troubleshooting Call CenterResetting the Operator password To reset the Operator password using CallPilot ManagerResetting the Call Center Administrator password To reset the Operator password using a phoneAgent log on problems Agent problemsImportant considerations about how agents use features Call Forward No Answer Do Not DisturbPreventing calls from ringing at an agent’s set Hunt groupsFollow-me browsing Multimedia Call Center Agents only Skillset problems Excessive Call Ringback Call processing problemsCalls do not distribute to certain agents Troubleshooting Call Center Troubleshooting Call Center P0605665 For this programming task See Chapter Call Center Programming RecordPassword Operator Feature code name Dialpad buttons Custom Feature CodeOperator/Business Status Call Center skillsets Skillset Rules Default Skillset # ParameterGreeting number Greeting information Call Center GreetingsConditions Action Skillset Service ModeCall Center agents Skillset name and # Agent ID and name Priority Skillset assignmentsSkillset mailboxes Routing Tables Rule table # Length Fixed Caller Input RulesMatch string Action Type of call Line, Multimedia Call Center Intelligent CLID/DNIS RoutingLine answering Expected Wait Time settingsLine # Skillset # Agent GlossaryAlert times AttendantCall Center Call Center AdministratorCall Forward All Calls Call Forward No AnswerControl Directory Number CDN Class of ServiceCustom Call Routing CCR Greeting Table IndicatorIntelligent Caller Input Routing, Advanced Intelligent Caller Input Routing, BasicMessage Waiting Indication MWI Memory button indicatorMethod of Call Distribution Method Off-premise Message NotificationReserved channel Real timeRouting Table Skillset mailboxNumerics IndexIndex Monitor Agents Index MWI DN Retrieving messages