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Setting up Call Center general properties P0605665
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Install
Password
Delay Answer
Indicator
Chapter Line administration
Unconfiguring a skillset
Agent problems
Resetting an agent’s password
Delegated access to Call
Chapter Setting up skillsets
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Chapter 13 Setting up Call Center general properties
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Contents
Nortel Networks Call Center Set Up and Operation Guide
Copyright 2004 Nortel Networks
Trademarks
Contents
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
Chapter About Nortel Networks Call Center
Professional and Basic Call Center
Call Center features
Center
Delegated access to Call
Dynamic call priority
Multimedia Call Center
Auto Attendant
Using CallPilot call routing with Call Center
Custom Call Routing CCR
Comparison of Basic and Professional Call Center
Attendant, skillset mailbox
Related documents
How to get help
System requirements
Chapter About setting up Call Center
Using CallPilot Manager to set up Call Center
Computer requirements
Enabling Software Authorization Codes
Point your web browser to the URL https//IP address6800
Start CallPilot Manager Click the Configuration heading
To start CallPilot Manager on CallPilot 100/150
System timeout
About the CallPilot Manager interface
Call Center password access
To create a Call Center Administrator password
Setting up Call Center from a two line display telephone
An example of a two line display
To accept a character
Using the dialpad
To enter a character
To delete a character
About telephone buttons
Symbols and conventions used in this guide
Convention Example Used for
Checking which telephone mailbox interface you use
To check which mailbox interface you use
Feature Codes
Chapter Using Feature Codes
To determine the Feature Codes
Programming a memory button with a Feature Code
To program a memory button
Voicemail DN
Use this Feature Code Open Mailbox
Operator Settings
Display Waiting Calls
Agents use this Feature Code Open Mailbox
Feature Codes used by Call Center agents
Agent Feature Codes
Monitor skillsets
About adding agents
Chapter Setting up Call Center agents
Agent properties
Priority
Missed Call Option
Accepted Call Types
Activity Code Entry Type
Adding an agent or a supervisor
To add an agent
Setting up Call Center agents
Adding more than one agent
To add more than one agent
Setting up Call Center agents
Changing agent information
Resetting an agent’s password
To reset an agent’s password
To change agent information
Deleting an agent
To delete an agent
Forcing an agent off
To force an agent off
Setting up Call Center agents P0605665
About skillsets
Chapter Setting up skillsets
How incoming calls are sent to a skillset
Skillset properties
Attendant extension
Delay Answer
Break Time
Language preference
Setting up or changing a skillset
To set up or change a skillset
Setting up skillsets
To set up did routing for Business Communications Manager
Setting up did routing
To set up did routing for CallPilot 100/150
Setting up CLID/DNIS Routing
Examples of using CLID/DNIS Routing
Multimedia Calls
CLID/DNIS Routing Table properties
Line
Action
Adding a CLID/DNIS Route
Click the CLID/DNIS Routing Table link
Changing a CLID/DNIS Route
To change a CLID/DNIS Route
Deleting a CLID/DNIS Route
Dynamic Agent Priority
Assigning an agent to a skillset
To assign an agent to a skillset
Setting up skillsets
Changing an agent’s priority in a skillset
To change an agent’s priority in a skillset
Viewing agents in a skillset
Unassiging an agent from a skillset
To unassign an agent from a skillset
To enable a skillset
Enabling a skillset
To disable a skillset
Disabling a skillset
Unconfiguring a skillset
To unconfigure a skillset
Chapter Setting up skillset mailboxes
About skillset mailboxes
Determining a skillset mailbox number
Initializing a skillset mailbox
To initialize a skillset mailbox
To open a skillset mailbox Norstar Voice Mail
Opening a skillset mailbox
To open a skillset mailbox CallPilot
Setting up skillset mailboxes
Changing a skillset mailbox password
Skillset mailbox password
To change a skillset mailbox password
Resetting a skillset mailbox password
To reset a skillset mailbox password
Recording skillset mailbox greetings
Examples of Primary and Alternate greetings
To record a Primary or Alternate skillset mailbox greeting
Choosing a Primary or Alternate skillset mailbox greeting
To choose a Primary or Alternate skillset mailbox greeting
If you choose the Alternate mailbox greeting, you are asked
Recording a Personalized skillset mailbox greeting
To record a Personalized skillset mailbox greeting
Deleting a Personalized skillset mailbox greeting
To delete a Personalized mailbox greeting
Checking skillset mailboxes for messages
Playing skillset mailbox messages
To play skillset mailbox messages Norstar Voice Mail
Stop Play
To play skillset mailbox messages CallPilot
To retrieve an erased message Norstar Voice Mail
Retrieving erased messages
To retrieve an erased message CallPilot
To reply to an internal caller Norstar Voice Mail
Replying to messages
Replying to an internal caller
If you use You want to Use
To reply to an internal caller CallPilot
To reply to an external caller Norstar Voice Mail
Replying to an external caller
To reply to an external caller CallPilot
Setting up skillset mailboxes P0605665
Chapter Off-premise Message Notification
About Off-premise Message Notification
Assigning an outdial method to a skillset mailbox
To assign an outdial method to a skillset mailbox
Off-premise Message Notification parameters
Setting up Off-premise Message Notification
To set up Off-premise Message Notification to a phone number
Press AM or ⁄
Receives a new message
To set up Off-premise Message Notification to an extension
Mailbox receives a new message
To set up Off-premise Message Notification to a pager
Example of a destination pager number
Press 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 Notification
To 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
Deleting a destination number
To delete a destination number
Adding a destination number
To add a destination number
Turning Off-premise Message Notification on or off
To turn Off-premise Message Notification on or off
About Call Center greetings
Chapter Recording Call Center Greetings
Examples of Call Center greetings
Non-business hours greeting
Transfer greeting
Expected Wait Time greeting
Recording a Call Center greeting
To record a Call Center greeting
Recording Call Center Greetings
Recording Call Center Greetings
Importing a Call Center greeting
To import a previously recorded greeting
Exporting a Call Center greeting
To export a previously recorded greeting
Recording Call Center Greetings P0605665
About Intelligent routing
Chapter Setting up Intelligent Routing
Intelligent Overflow Routing
Condition
Mode
Action
Mode Conditions Action Explanation
Examples of Intelligent Overflow Routing rules
Transfers 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
Moving an Intelligent Overflow rule
To move a rule
Modifying an Intelligent Overflow Rule
Deleting an Intelligent Overflow Rule
Setting up Intelligent Routing P0605665
About Routing Tables
Chapter Setting up Routing Tables
Fax Detection
Setting up Routing Tables
How to set up EWT
Expected Wait Time
Recording EWT greetings
Examples of EWT greetings
Setting up an EWT Table
Click the Expected Wait Time Tables link
Setting 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 parameters
No Intelligent Caller Input
Adding a Greeting step
To add a Greeting step
Setting up Routing Tables
Setting up Routing Tables
Adding a Distribute for step
To add a Distribute for step
Adding a Goto step
To add a Goto step
Adding a Transfer step
Adding a Disconnect step
To add a disconnect step
Assigning Routing Table hours of operation
To assigning hours of operation to a skillset
Setting up Routing Tables
Setting the Service Mode for skillsets
To set the Service Mode for a skillset
Display shows the Service Mode for skillset
To set up the Day Routing Table example
Example of a Day Routing Table
At the Intelligent Caller Input Routing option, select Basic
To set up the Night Routing Table example
Example of a Night Routing Table
Reviewing Routing Table steps
Follow the procedure
Changing a Routing Table
Modifying Routing Table steps
Deleting Routing Table steps
Setting up Routing Tables P0605665
Chapter Creating Caller Input Rules
Creating a Caller Input Rule
Creating Caller Input Rules
Select Move to Skillset
Creating Caller Input Rules
Using wildcard characters
An example of using Intelligent Caller Routing, Advanced
Creating Caller Input Rules
Changing a Caller Input rule
Changing the rule length for a Caller Input Table
Changing a Caller Input Rule
Deleting a Caller Input rule
Clearing a Caller Input Rule Table
To delete a Caller Input rule
To clear a Caller Input Rule Table
Setting the Answer Lines status
Chapter Line administration
To 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 properties
To assign the Call Center language
Setting up Call Center general properties
Primary and Secondary alert times
General Call Center properties
Reserved channels
Call Center Reporting properties Address
Supervisor Help Request Timeout
Enable Caller ID
Selection Method Supervisor Help From
Setting up general Call Center properties
To set up the general Call Center properties
Setting up Call Center general properties
System Configuration Report
Call Center Greetings
Enable Caller ID
Call Center overflow
Call Center Intelligent Clid
To generate the System Configuration Report
Click the System Configuration link
Setting up Call Center general properties P0605665
Monitoring call activity
Chapter Monitoring Call Center call activity
Monitoring agent calls with Silent Monitor
Setting up Silent Monitor on your system
To set up Silent Monitor
Using Silent Monitor with Answer DN
Monitoring tips
Logging on and monitoring agent calls
An agent requests help while you are in a monitoring session
About monitoring sessions
To monitor skillsets
Monitoring skillsets
Display Description
Using a memory button to monitor calls waiting in skillsets
An example of monitoring skillsets
Taking some Not Ready time
Using Not Ready
Programming Not Ready to a memory button
Changing your supervisor password
Logging off
Supervisor Help
How Supervisor Help works
Requesting agent’s skillsets
Configuring Supervisor Help
How to handle Supervisor help requests
How to handle missed requests
An example of retrieving an escalated request
What Activity Codes are
Chapter Activity Codes
Optional and Prompted Activity Code logging
Prompted
Optional
Example 2 The agent enters Activity Codes after the call
Examples of Activity Code calls
Example 1 The agent enters Activity Codes during the call
Time Activity Peg time
Examples of Autopeg calls
Autopegs
Autopeg example
No Peg
System Activity Codes
System Activity Codes that Call Center records
Held Call Abandoned
Example 1 No Peg
Examples of System Activity Code calls
Example 2 Held Call Abandoned and No Peg
Example 3 No Peg and Non Agent
Example 4 Non Agent
Prompted and Optional Activity Code logging
Examples of Prompted and Optional Calls
Activity Codes
Example 1 Both agents enter Activity Codes
How Activity Codes interact with system features
Transfer to Agent
Example 2 The first agent enters an Activity Code
Break Time
Example 3 The second agent enters an Activity Code
Creating Activity Codes
To create an Activity Code
Changing an Activity Code
Deleting an Activity Code
Importing Activity Codes
Creating a list of Activity Codes
Communicating Activity Codes to supervisors and agents
To import a list of Activity Codes
To set up or change Activity Codes for a skillset see
Assigning Activity Code settings to agents and skillsets
To set up or change Activity Code settings for an agent see
Generating Activity Code reports
How agents enter Activity Codes
Activity Codes P0605665
Chapter Tips for operating Call Center
Agent administration
Skillset administration
Call Center greetings
Routing calls using Dynamic Call Priority
Routing Table administration
Call 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 DNs
Tips to improve the efficiency of Call Center
About using B1 and B2 extensions
About Partial Double Density mode
You can use B2 CDNs if
Tips for operating Call Center
Chapter Examples of Call Center configurations
Basic Call Center
General Configuration
Skillset 1 properties
Routing Tables
Service Mode Overflow
Skillset 2 properties
Service Mode Overflow
Professional Call Center with Reporting
General Configuration
General Properties
Caller Input Rules
Expected 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
Multimedia Call Center
Greetings
Image
Voice
Lines
Skillset 1 on Skillset 2 on Skillset 3 on Skillset 4 on
Routing Tables
Service Mode Overflow
Resetting the Operator password
Chapter Troubleshooting Call Center
Resetting passwords
To reset the Operator password using CallPilot Manager
To reset the Operator password using a phone
Resetting the Call Center Administrator password
Agent log on problems
Agent problems
Important considerations about how agents use features
Preventing calls from ringing at an agent’s set
Do Not Disturb
Call Forward No Answer
Hunt groups
Follow-me browsing Multimedia Call Center Agents only
Skillset problems
Call processing problems
Excessive Call Ringback
Calls do not distribute to certain agents
Troubleshooting Call Center
Troubleshooting Call Center P0605665
Chapter Call Center Programming Record
For this programming task See
Password Operator
Feature code name Dialpad buttons Custom Feature Code
Operator/Business Status
Skillset Rules Default Skillset # Parameter
Call Center skillsets
Call Center Greetings
Greeting number Greeting information
Skillset Service Mode
Conditions Action
Call Center agents
Skillset assignments
Skillset name and # Agent ID and name Priority
Skillset mailboxes
Routing Tables
Rule table # Length Fixed
Caller Input Rules
Match string Action
Intelligent CLID/DNIS Routing
Type of call Line, Multimedia Call Center
Line answering
Expected Wait Time settings
Line # Skillset #
Alert times
Glossary
Agent
Attendant
Call Forward All Calls
Call Center Administrator
Call Center
Call Forward No Answer
Control Directory Number CDN
Class of Service
Custom Call Routing CCR
Intelligent Caller Input Routing, Advanced
Indicator
Greeting Table
Intelligent Caller Input Routing, Basic
Method of Call Distribution Method
Memory button indicator
Message Waiting Indication MWI
Off-premise Message Notification
Routing Table
Real time
Reserved channel
Skillset mailbox
Index
Numerics
Index
Monitor Agents
Index
MWI DN
Retrieving messages
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