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Vertical Communications TeleVantage 7.5 manual Documentation

Models: TeleVantage 7.5

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contacts (cont’d.) searching for, 16-3

telephone prompt language for, 16-6Contacts folder

adding as a pane in Call Monitor, A-Z buttons in, 16-3double-click behavior in, sharing, 8-24

copying and pasting ViewPoint items, creating items, 8-17

CSV files, importing and exporting, 8-27custom data, viewing,

custom hours, for call rules,

cutting and pasting ViewPoint items, Cybiolink phones

configuring in ViewPoint, 18-5with voice-first answering, 4-5

D

default phone number, for contacts, 16-6default station, changing, 8-7

delay when dialing extensions, skipping, 3-3Deleted folder,

deleting ViewPoint items, 8-17deleting voice mail

permanently, 8-17using the phone, 5-5using ViewPoint,

Desktop Alert Add-in,18-26dial bar,

dial tone, stutter at beginning of, 5-3dial-by-name

customizing your listing in, using, 3-4

dialing services

entering access code for using the phone, 3-3selecting using ViewPoint, 12-8

dialing. See placing calls

digital phones configuring, 18-13using,

direct transfer, 4-8

disconnecting calls without hanging up, 3-5,6-11,11-16distribution algorithms for routing calls to

workgroups, 15-15Do Not Disturb

personal status, 9-3using the phone, 5-10

documentation, 1-5

double beep, as contact account code prompt, 3-3drag-and-drop transferring,

drag-and-drop, in ViewPoint,

E

E, special character in page strings, e-mail notification of voice mail, 13-12e-mailing greetings, 13-20e-mailingvoice mail,

emptying the Deleted folder,

ending calls without hanging up, 3-5,6-11,11-16exiting ViewPoint,

exporting

Call Log, 8-32contacts, 8-27Extensions list, voice files, 8-27

extensions

dialing by name, 3-4placing calls to, 12-4

Extensions list overview, 10-2

adding as pane in Call Monitor, 8-15 exporting, 8-31

setting up workgroup tabs for, 16-16 tabs in, 10-3

external calls, defined, 3-3external stations, using, 6-10

USING TELEVANTAGE

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Vertical Communications TeleVantage 7.5 manual Documentation

Contents

Using Televantage Page Copyright #97-6603B Edition 7.5 July Getting Started Answering and Handling Calls on the Phone Using TeleVantage With a Remote Phone Using ViewPoint 10-5 10-210-3 10-611-8 11-611-7 11-912-15 12-1312-14 13-213-21 13-1913-20 14-216-3 15-1516-2 16-418-5 17-1018-2 18-618-28 18-29Appendix E. Using the TeleVantage Archived Recording Browser Appendix H. Logging On with Command-Line Switches Page Getting Started Page Chapter Contents Introducing TelevantageUsing the Flash command Accessing TeleVantageUsing the telephone About TeleVantageUsing TeleVantage ViewPoint Web Access Using the TeleVantage ViewPoint applicationUsing the Tapi Service Provider and the CMA Access Feature comparison tableViewPoint Feature Getting technical supportTeleVantage documentation set TeleVantage documentationOrdering printed documentation Accessing online documentation Online Help Html booksIntroducing Televantage Page Recording Your Voice Title and Voicemail Greeting Recording your voice title About creating your voice title and voicemail greetingTo record a voice title on the phone Recording your voicemail greeting To record a new greetingPage Using the Telephone Page Placing Calls on the Phone Using an IP phone Using a phone other than your ownAbout placing calls on the phone If you are prompted to enter an account code Entering account codes when placing callsDialing internal and external numbers To dial an internal numberEntering an account code during or before a call Dialing by nameDialing a user’s voicemail directly To enter an account codePlacing calls while you are already on a call Placing calls with * optionsPlacing a page or intercom call Placing calls to an IP addressDisabling call waiting for a call Paging and intercom considerations Requirements for receiving a page or intercom callBlocking pages and intercom with Do Not Disturb Page Answering and Handling Calls on the Phone Answering TeleVantage calls Using the Flash button on your phoneAbout answering and handling calls on the phone Call announcingHow TeleVantage gets the recording of the caller’s name Call waitingCall waiting options Multiple calls waiting Using hands-free answeringAnswering a call at another ringing phone Receiving a call waiting tone from your telephone companyReceiving internal intercom calls with voice-first answering Hands-free answering and routing listsHandling calls with the phone Enabling voice-first answeringFlash + Call-handling Commands Call-handling commandsPutting a call on hold To perform a blind transfer Using direct transferTransferring a call To perform a supervised transferRecording a call About the transfer ring delaySending a call to voicemail Transferring one of multiple callsTo create a conference call by adding parties Creating a conference callParking a call To create a conference call from separate callsUsing digital feature phones Using PDNs Using line appearancesUsing SDNs Using custom-mapped TeleVantage commands Speed Dial with illuminated buttonsPage Managing Voicemail and Your Account with the Phone Logging on to your account About managing your account on the phoneAbout voicemail Voicemail from the caller’s point of viewIf voice messages disappear from your folders Knowing when you have new voice messagesCustomizing voice message playback order Voice Message Commands Use while or after a message plays Voice message telephone commandsListening to and managing your voicemail Forwarding a voice message Deleting and undeleting messagesReplying to a voice message To reply to a messageCalling back a voice message Sending a message directly to a user’s voicemailTo call back a voice message Managing your greetings using the phone Commands for Recorded Messages Use after recording a messageManaging your greetings Greeting CommandsAvailable space for greetings Turning call forwarding off Forwarding your calls using the phoneTurning call forwarding on Checking your call forwarding numberSelecting a personal status on the phone Changing your passwordTo select a personal status on the telephone Using Televantage with a Remote Phone About using TeleVantage with a remote phone Phone Features Feature Remote Number External Station Internal StationViewPoint Features Tips for all remote phone use Using TeleVantage from a remote number without ViewPointUsing ** instead of Flash at a remote phone Placing TeleVantage calls with an IP phone external stationLogging out from a TeleVantage session Logging on to TeleVantage from a remote numberReceiving TeleVantage calls at a remote number Logging on from a voicemail greetingIf your remote phone is stuck on a TeleVantage session Placing calls through TeleVantage from a remote phoneTo place a call through TeleVantage from a remote phone Using redial and other quick call commands when logged Using TeleVantage ViewPoint remotelyUsing the redial command after logging on Associating Viewpoint with a remote number Using ViewPoint remotely with a phoneTo associate ViewPoint with a remote number Imitating a station at a remote number Using an external stationTo imitate a station on calls routed to your remote phone Using the phone Disconnecting from a call and remaining on the lineUsing ViewPoint Placing TeleVantage calls from an external stationTo configure an external station Configuring an external stationUsing ViewPoint with an external station To use ViewPoint with an external stationUsing Televantage with a Remote Phone Configuring a SIP phone Using a SIP phone Changing your external station number with *17Page Sharing Stations About sharing stations Placing outbound calls from shared stationsFinding out who is currently logged in at a station Distinguishing incoming calls to a shared stationShared stations and personal status Call for announcing promptPage Using ViewPoint Page Using Televantage Viewpoint Using ViewPoint from any web browser About TeleVantage ViewPointLogging on to ViewPoint Resetting ViewPoint so that login is requiredTo log on to ViewPoint Using ViewPoint with a different phone or Server To change ViewPoint login optionsSpecifying options for a remote number Using ViewPoint with another station or a remote number Choose one of the following optionsLogging on with command-line switches Changing your passwordLogging on with new logon options About the tip of the day Exiting ViewPointAbout the Welcome Wizard Watching the ViewPoint Quick TourMenu bar ToolbarNavigation pane View bar Using the navigation barUsing the Folder List Customizing the navigation paneStatus bar Hiding and showing ViewPoint window elementsCustomizing the ViewPoint display Locking ViewPoint window elementsNavigation Pane FolderDescription Working in multiple folders Adding the Calls Pane to any open folder Using Index buttons to find items quicklyAdding the Phonebook Pane to the Call Monitor folder Locking the current folder in place Using commands in foldersManaging folders and items Managing items in foldersTo create an item by copying an existing item Creating itemsDeleting voice messages and other items To permanently delete a voice message from your InboxCopying and pasting items Renaming itemsCutting and pasting items To rename an itemDragging and dropping items From DragVoice Contact CallFolder MessagesPrinting items in folders Organizing items in foldersDragging and dropping voice messages to other applications Viewing folders in the Folder ListPrivate and public folders Managing foldersEmptying the Deleted folder Viewing public foldersManaging the Deleted folder To empty the Deleted folder automaticallySharing folders To share a folderViewing shared folders Deleting shared itemsUsing voice message bookmarks Using the audio controlsCreating recordings and playing voice messages Importing and exporting voice files Importing and exporting TeleVantage itemsImporting and exporting contacts To import contacts from a .CSV file Using Televantage Viewpoint To export contacts to a .CSV file Exporting the Extensions list Exporting the Call Log Result codes when exporting the Call Log Code ResultPage Using Personal Statuses About personal statuses Predefined personal statuses for all users Using predefined personal statusesPersonal Status button in the status bar Icon Status DescriptionPredefined personal statuses for call center queue agents Selecting a personal status Selecting a personal status in ViewPointSelecting a personal status on the phone Modifying a personal statusCreating a custom personal status To modify a personal statusTo create a custom personal status Using Televantage Personal status and your active settings Personal Statuses folderChanging your active settings Changing your active settings directlyUsing Personal Statuses Personal status defaults Active settings hierarchyUsing the Where I Am default Setting personal status defaultsTo set a personal status to use your defaults Changing the personal status of another user To change another user’s personal statusUsing the Extensions List Viewing TeleVantage extensions Column Description Extensions folder tabsExtensions folder columns NameForwarding Personal StatusTitle LocationSending an instant message to an extension Automatically switching to the Call MonitorPlacing calls to an extension Instant messaging limitationsChanging another user’s personal status Using instant messagingConfiguring instant messaging options Exporting the Extensions listReceiving and Handling Calls in Viewpoint Using the Call Monitor folder Automatically sorting new callsCall Monitor folder tabs To sort the Call Monitor automaticallyDisplaying calls on the All tab Using the My Phone tab to handle callsShowing, hiding, and reordering Call Monitor tabs 11-4Call Monitor folder columns Displaying the Call Monitor folder automaticallyCall Monitor folder panes Viewing a custom data column in the Call MonitorCall ownership Selecting and acting on a call in the Call Monitor folderTo display the Call Monitor folder automatically Taking the call Commands while a call is ringingDouble-clicking calls Sending the call to voicemailTo grab and hold a call Grabbing and holding the callTransferring a call without talking to the caller first To record a grab-and-hold greetingCommands while you’re on a call Ringback for calls on hold Drag-and-drop transferringTo transfer a call Blind, supervised, and direct-to-voicemail transfers11-11 Transfer tips for Operator users To record a callPrivacy Using the telephone commandsPlaying recorded audio into a call To play a call you just recordedTo play audio into a call from other folders Associating a call with a contactTo play audio into a call from the Call Monitor To stop playing audio into a callTo park a call If no one answers the parked callTo answer a parked call from any ViewPoint program Muting a call Disconnecting a call while staying on the phonePlaying a callers name Viewing a call’s history Preventing certain calls from ringing your phoneAdding notes to a call Customized ring patterns Incoming call indicatorsOther options for incoming calls Sharing your Call Monitor folder Viewing shared callsPage Placing Calls in Viewpoint Placing a call Placing calls using the Dial barTo place a call using the Dial bar Placing calls with the phone on or off hookUsing the Place Call To dialog box To redial a call using the Dial barTo enter a number or address in the My Numbers list Entering My Numbers12-4 12-5 To quick-dial Use this folder Quick-dialing from ViewPoint foldersSpeed-dialing by double-clicking ExtensionsCamping on a busy user’s extension Placing calls using drag-and-dropPlacing calls by using other contact managers To camp on a busy extensionEntering a phone number Using dialing servicesEntering a Centrex or a PBX extension Entering an IP address Checking a numberTo check a phone number Redialing numbers and returning calls Displaying the Call Monitor when you place a callCreating Windows shortcuts to speed-dial a number To create a speed dial shortcut 12-11Creating conference calls Adding parties to a conferenceAdding parties to a conference by dragging and dropping Conferencing multiple active calls togetherMuting individual conference parties To conference separate existing calls togetherTransferring a conference call Supervising other users’ callsEnding a conference call To supervise another user’s call using ViewPoint Using the TeleVantage or eyeBeam softphonesTo supervise another user’s call using the telephone Page Managing Voice Messages in Viewpoint Voicemail folder About managing voice messages in ViewPointVoicemail folders Viewing shared voice message folders Archiving voice messages and call recordingsManaging thousands of voice messages or call recordings Viewing custom dataHandling your voice messages Listening to your voice messages and call recordingsListening to a voice message as it is being left To forward a voice message To reply to all recipients of a messagePlaying a voice message into a call Calling back the person who left a voice messageMailing a voice message Opening the contact record from a voice messageMarking a voice message Unheard Deleting voice messagesAssociating a voice message from Unknown with a contact Deleting a message permanentlyAdding notes to a voice message Managing call recordingsMarking a voice message Urgent or Private Moving a voice message to another applicationManaging your voicemail quota Setting a maximum length for your voice messagesSharing your voice messages To view the amount of space remaining in your mailboxSending a message directly to a user’s voicemail System tray button Knowing when you have new messagesNumber in navigation pane Message waiting light Setting up e-mail notificationStutter dial tone New message soundSetting up pager notification 13-13Setting up call notifications 13-14Scheduling notifications Schedule entriesTo define a schedule for notifications 13-1613-17 Greetings for situations other than voicemail Managing greetingsSpace for greetings Greetings and personal status Greetings folderActive greeting Recording a new greeting Personal status default greetingGreeting hierarchy Mailing a greetingPlaying a greeting into a call Page Using the Call LOG Folder Call Log folder filters Call Log folderCall Log folder columns Callback number Account CodeAnswered By Called NumberRecorded by NumberPlaced By QueueTo Number Viewing call detailsTo Device Wait TimeEnd Time Access CodeCall Details columns Answered TimeSearching for Call Log entries DeviceAssociating a call from Unknown with a contact Viewing a call’s historyTaking notes on a Call Log entry Returning a call in the Call Log folderOpening the contact record from a contact’s call Entering an account code for a Call Log entryListening to a recorded call from the Call Log Exporting the Call Log Sharing the Call LogReporting on the Call Log To play a call recordingAdvanced TeleVantage Features Page Call Forwarding and Routing Lists Page Forwarding calls in ViewPoint Forwarding calls by using the telephone commandsForwarding calls To turn call forwarding on15-4 To turn call forwarding off in ViewPoint 15-5Call forwarding and voicemail Receiving forwarded ACD workgroup callsPlacing calls at another user’s extension Forwarding calls over Centrex or PBX trunksRouting lists for individual callers Using routing listsHow routing lists move from action to action Caller options while following a routing list Mobile phone issues with routing listsRouting Lists folder Standard routing listTo make a routing list the active routing list Personal status default routing listActive routing list 15-9Creating a new routing list 15-11 Take a message. The call is sent to your voicemail Final action DescriptionHang up Call is disconnected Voicemail Transfer to an extensionTransfer to other Pause and repeatRouting calls to workgroups Using greetings with routing list final actions When to use a specific greeting with a routing list 15-16Managing Contacts Workgroups About contact management and TeleVantage Using contacts foldersContacts folder Changing double-click behavior Using the Index buttons for quick accessPrivate and public contacts Searching for contactsManaging contacts Entering a new contactEntering a contacts name and basic information 16-5Entering a contacts phone numbers and addresses 16-6Sharing your contacts Teaching TeleVantage to recognize your contactsPlacing calls to your contacts Recording a voice title for a contactIdentifying contacts by name Adding phone numbers for contact recognition Associating a call or Caller ID number with a contactDeleting a number from the Incoming Caller ID list To associate a call with a contact 16-10Understanding name and number on Caller ID Examples Using contact PINs for guaranteed recognitionOpening contacts from within other folders To enter a contact PINExporting contacts from Microsoft Outlook Using contacts in another contact managerUsing the TeleVantage Contact Manager Assistant To run the Contact Manager Assistant CMAUsing workgroups Importing contacts into TeleVantageWorkgroups folder Personal and public workgroupsCreating a workgroup Having a workgroup appear as an Extensions tab 16-17 Page Using Call Rules Distinguishing which incoming calls activate the call rule About call rulesCall Rules overview Determining how the call rule handles callsCall Rules folder Examples of how you can use call rulesCreating a new call rule To create a new call ruleSetting caller conditions Combining caller and schedule conditionsSetting schedule conditions To set a schedule conditionTo have the call rule activate on an individual date Specifying custom hoursTo have the call rule activate on a daily or weekly basis 17-7Enabling or disabling a call rule To enable or disable a call ruleSelecting how a call rule handles a call Choosing the priority of a call rule How TeleVantage resolves call rule setting conflictsTo set the priority of a call rule Ignoring all call rules Customizing Viewpoint Tab Field See About customizing ViewPointGuide to the Options dialog box PersonalVoice Messages 18-3ViewPoint PasswordChange Recording a voice title Customizing telephone behaviorSpecifying your phone type To record a voice title in ViewPointCustomizing or turning off call announcing Changing the language of telephone command promptsTo change the telephone commands language To customize call announcing or turn it off18-7 Displaying Caller ID on a phone Customizing or turning off call waitingTo customize call waiting or turn it off Customizing your listing in the dial-by-name directory Turning ringback for calls on hold on and offChanging your personal Operator To turn ringback on and offCustomizing how long your phone rings To customize your dial-by-name listingChanging ring patterns Enabling and disabling hands-free answeringEnabling and disabling voice-first answering Customizing your hold musicConfiguring a digital feature phone To configure a digital feature phone18-14 Access Voice Mail TeleVantage features you can map to digital phone buttonsFeature Description Another user. Prompts for passwordYou want. The button toggles between that Customizing incoming call behaviorParameter column to select the personal status Personal status and Available. See ChapterCustomizing Isdn outbound Caller ID 18-18 Customizing SIP accounts To create a personal SIP accountCustomizing voice message behavior Setting voice message playback orderPlaying a sound when a new message arrives Turning off stutter dial toneCustomizing ViewPoint for Operators Defining double-click behavior in the Contacts folder Customizing the ViewPoint displayShowing or hiding ViewPoint window elements Customizing columnsSorting by column Moving columnsResizing columns To show or hide columns in a ViewPoint folderChanging how names are displayed Keeping columns in view when you scroll horizontallyChanging the font of a ViewPoint folder Hiding and showing toolbar buttons in a folderEnhancing ViewPoint with Add-ins Managing Add-insUsing the Reverse Phone Number Lookup sample Add-in Using the Desktop Alert Add-inTo customize desktop alerts Customizing the Desktop Alert Add-in18-27 Using the TeleVantage Instant Messaging Add-in Feature Description See Other customization optionsPage Appendices Page Call announcing commands Telephone Commands Quick ReferenceCall announcing commands Voicemail, so hanging up is the same as pressingCall handling commands Call Handling CommandsQuick call commands Quick call commandsDisable call waiting for the next call Hearing it. See your system administrator for the IDSee the next table for a list of quick call commands for Unblock restore outbound Caller ID for the next callQuick call commands for call center agents Logging on Voicemail/Account menuLogging on from a remote location Summary of Commands Voicemail/Account menu commandsVoice messages Inbox folder Voice messages Saved folder Personal Status commands Working AS AN Agent in a Call Center Queue Starting and ending your shift, and taking breaks Whether this chapter applies to youStarting your shift Ending your shift What call center agents need to know to get the job doneTaking a break Working at different phones Signing in and out of a queue Using ViewPointUsing the telephone To sign in or out of a queueViewing your position in the queue Receiving and handling queue callsBeing monitored or coached by a supervisor Using the Call Monitor tabs Having your calls recordedWrap-up time To place calls as a queue using ViewPointPlacing calls from a queue Viewing queue activityWorking remotely To place calls as a queue using the telephonePopping up caller information Determining whom you are calling asPage Supervising a Call Center Queue Viewing current queue calls About supervising queues in ViewPointExempting supervisors from receiving queue calls Viewing queue statistics in the Queue Monitor folder Monitoring queue statisticsAgents pane Personal Status icon Agents Pane InformationAvailability Distribution OrderAgent State Calls placed Time in StateCalls answered Time on callsLongest wrap-up Forced BreakInbound Calls No AnswerCurrent Status Queue Statistics paneQueue Statistics Pane Queue statusAvailable Agents on breakAgents ready Calls waitingTotal talk time Avg. talk timeCalls to voicemail Longest timeCombined Statistics Calls attempted Statistic type When reset When statistics are resetWhen statistics are refreshed To change the Queue Monitor refresh rateAbout agents’ personal status and state Monitoring the position of agents in the queueRound robin Algorithm Agent positionsTop down Fewest callsTo enable or disable the Distribution Order column Enabling and disabling the Distribution Order columnSupervising other agents’ calls Monitoring queue statistics using the phoneQueue Statistics Viewing when agents are being monitored How monitoring and coaching appear in the Call MonitorManaging agents’ status Signing agents in or out using ViewPointSigning agents in or out using the Administrator Signing agents in or out of a queueChanging an agent’s personal status To change an agent’s personal statusManaging a queue’s voice mailbox Managing queue voice messages on the telephoneAppendix Contents Working AS AN Agent in AN ACD WorkgroupMarking yourself ready and unavailable About participating in an ACD workgroupUse of the TeleVantage ViewPoint Using the Call Monitor Receiving a callListening to the ACD workgroup’s voicemail Placing ACD workgroup callsTaking a break Viewing the ACD workgroup’s contacts and Call LogRunning the Archived Recording Browser Using the Televantage Archived Recording BrowserTo run the Archived Recording Browser Starting a new search Searching for recordingsTo start a new search Appendix E. Using the Televantage Archived Recording Browser If your system archives mailbox recordings from more than Search criteriaTab Field Description Select a specific Server from the drop-down listCheckbox, and then select a time period from the drop-down Each field, see Using the Call Log viewTo limit your search to a specific time period, select this Provided, or click To select a date from a calendarField. For example, to search for recordings Field’s contents-the criteria From EqualsUse to search based on the numeric contents Calls from Kevin McDonough, add the criteriaUse to search based on wildcard characters Where 555 appears anywhere in the numberOn the contents of a time-based field Call Duration, Hold That represent one or more other charactersSaving your current search Managing individual recordingsLoading a saved search Acting on archived call recordings To act on archived recordingsUsing Televantage To check the archive for missing audio files Checking the archive for missing audio filesPurging archived recordings To purge archived recordingsImporting a recording archive from TeleVantage Using the Televantage H.323 Softphone About the TeleVantage H.323 SoftPhone Recommended USB phonesDefining the TeleVantage SoftPhone as your external station SoftPhone requirementsUsing the TeleVantage SoftPhone Starting the TeleVantage SoftPhonePlacing a call with the SoftPhone Configuring the TeleVantage SoftPhoneShowing the SoftPhone keypad window Exiting the SoftPhoneSetting preferences Adjusting microphone and speaker volumeSetting call restrictions Configuring the stand-alone SoftPhone Using the stand-alone SoftPhoneKeeping the keypad window always on top SoftPhone notes Using the Counterpath SIP Softphones About the CounterPath SIP softphones About the eyebeam SIP softphoneIf you have an external station Before installing the eyeBeam softphoneIf you don’t have an external station Installing and configuring the eyeBeam SIP softphone To install and configure an eyeBeam softphoneAppendix G. Using the Counterpath SIP Softphones Launching the eyeBeam softphone GSMAppendix G. Using the Counterpath SIP Softphones Using CounterPath SIP softphones with TeleVantage EyeBeam Pocket PC Feature Directions SoftphoneConferencing HoldTransfer FlashMute RecordLogging on with COMMAND-LINE Switches Command line switches for ViewPoint areSyntax Using the /station commandExamples Reporting Problems Using the Problem Report WizardReporting a problem that involves a specific call Reporting other problemsSymbols NumericsAnswering calls Call Monitor folder cont’d. commands Answer Caller ID Displaying on a phone Entering phone numbers for, 16-6folders for Documentation Viewing shared folders in, 8-25folders Overview IP calls. See Internet calls Isdn outbound caller ID Joining Muting Personal status cont’d. changing another user’s Using the phone, 4-9using ViewPoint Recordings Status bar Statuses. See personal statuses stop button Visitor, logging on as, 8-6voice files Working remotely, B-9