Avaya Intelligent Contact Center Telephone User Manual

Intelligent Contact Center Telephone Administration Guide
Avaya Business Communications Manager
Release 6.0
Document Status: Standard Document Number: NN40170-600 Document Version: 02.02 Date: October 2010
Notices
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Task List
Getting started . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 13
About Contact Center telephone administration . . . . . . . . . . . . . . . . . . . . 25
To determine the Feature Codes...................................................................................28
To program a memory button ........................................................................................29
Contact Center general properties . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 33
To enable the Contact Center keycode .........................................................................33
To set Contact Center general properties .....................................................................37
To set Caller ID..............................................................................................................38
To set the Supervisor Help request timeout ..................................................................39
To select skillsets ..........................................................................................................40
To configure lines for Contact Center ............................................................................42
To set the Answer Lines status .....................................................................................43
Contact Center greetings . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 45
To record a Contact Center greeting .............................................................................46
3
Setting up skillsets . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 49
To set up a skillset.........................................................................................................53
To enable a skillset........................................................................................................57
To disable a skillset .......................................................................................................58
To change a skillset.......................................................................................................60
To unconfigure a skillset:...............................................................................................64
Setting up skillset mailboxes . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 67
To determine a skillset’s mailbox number and Message Waiting Indication telephone.68
To check which CallPilot interface you use ...................................................................69
To initialize a skillset mailbox ........................................................................................70
To open a skillset mailbox - Avaya Norstar™ Voice Mail ..............................................71
To open a skillset mailbox - CallPilot.............................................................................71
To open a skillset mailbox from an outside telephone...................................................72
To open a skillset mailbox directly from an outside telephone ......................................72
To change a skillset mailbox password .........................................................................74
To reset a skillset mailbox password.............................................................................75
To record a Primary or Alternate skillset mailbox greeting ............................................77
To choose a Primary or Alternate skillset mailbox greeting...........................................78
To record a Personalized skillset mailbox greeting .......................................................80
To delete a Personalized mailbox greeting ...................................................................82
To play skillset mailbox messages - Avaya Norstar™ Voice Mail .................................84
To play skillset mailbox messages - CallPilot ................................................................86
To retrieve an erased message - Avaya Norstar™ Voice Mail......................................87
To retrieve an erased message - CallPilot ....................................................................87
To reply to an internal caller - Avaya Norstar™ Voice Mail ...........................................88
To reply to an internal caller - CallPilot..........................................................................89
To reply to an external caller - Avaya Norstar™ Voice Mail ..........................................90
To reply to an external caller - CallPilot .........................................................................90
Intelligent Contact Center Telephone Administration Guide
4 Task List
Off-premise Message Notification . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 91
To assign an outdial method to a skillset mailbox .........................................................93
To set up Off-premise Message Notification to a telephone number ............................95
To set up Off-premise Message Notification to an extension ........................................97
To set up Off-premise Message Notification to a pager ................................................99
To set up Off-premise Message Notification to more than one destination .................101
To change the time range or type of message parameters .........................................104
To change the destination from telephone to another destination...............................106
To change the destination from pager to telephone or extension ...............................108
To change the destination from telephone or extension to pager ...............................110
To delete a destination number ...................................................................................112
To add a destination number .......................................................................................114
To turn Off-premise Message Notification on or off .....................................................115
Setting up agents . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 117
To add an agent ..........................................................................................................118
To change agent properties.........................................................................................121
To add multiple agents ................................................................................................122
To assign an agent to a skillset ...................................................................................124
To assign several agents to a skillset ..........................................................................126
Configuring automatic log in ........................................................................................127
To remove agents from a skillset.................................................................................128
To view agents in a skillset ..........................................................................................129
To log an agent off.......................................................................................................130
To delete an agent.......................................................................................................130
To reset an agent password ........................................................................................132
To change an agent priority .........................................................................................133
Intelligent Overflow Routing . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 135
To add Overflow rules .................................................................................................142
To change and view Overflow rules ............................................................................144
To delete Overflow rules..............................................................................................146
Routing table administration . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 149
To set up DID routing for Avaya Business Communications Manager........................149
To add a Greeting step ................................................................................................154
To add a Distribute for step .........................................................................................157
To add a Goto step......................................................................................................158
To add a Transfer step ................................................................................................161
To add a disconnect step ............................................................................................163
To set up the Day Routing Table example ..................................................................165
To set up the Night Routing Table example ................................................................169
To review Routing Table steps ....................................................................................172
To modify Routing Table steps ....................................................................................173
To set the Service Mode for a skillset..........................................................................177
Monitoring call activity . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 179
To set up Silent Monitor on an Avaya Business Communications Manager ...............180
To monitor skillsets......................................................................................................182
To monitor calls using a one or two line telephone .....................................................183
To use Not Ready........................................................................................................184
To log off......................................................................................................................185
NN40170-600NN40170-600
Task List 5
To change your password ...........................................................................................185
To handle Supervisor help requests............................................................................188
Tips for operating Contact Center . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 191
Troubleshooting Contact Center . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 195
To reset the Operator password..................................................................................195
Contact Center Programming Record . . . . . . . . . . . . . . . . . . . . . . . . . . . . 199
Glossary . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 209
Intelligent Contact Center Telephone Administration Guide
6 Task List
NN40170-600NN40170-600
Contents
Chapter 1
Getting started . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 13
About this guide . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 13
About Contact Center . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 13
Contact Center Update . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 13
What you can administer through a telephone . . . . . . . . . . . . . . . . . . . . . . . . . . . 17
About this guide . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 19
Audience . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 19
Acronyms . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 19
Symbols and text conventions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 20
Related publications . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 22
Customer Service . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 22
Navigation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 22
Getting technical documentation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 22
Getting product training . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 23
Getting help from a distributor or reseller . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 23
Getting technical support from the Avaya Web site . . . . . . . . . . . . . . . . . . . . . . . 23
7
Chapter 2
About Contact Center telephone administration . . . . . . . . . . . . . . . . . . . . 25
Setting up Contact Center with a two line display telephone . . . . . . . . . . . . . . . . . . . . 25
System timeout . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 25
Using the dialpad . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 26
Symbols and conventions used in this guide . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 27
About telephone buttons . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 27
Feature codes . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 28
Programming a memory button with a Feature Code . . . . . . . . . . . . . . . . . . . . . . . . . 29
Feature Codes used by Contact Center supervisors . . . . . . . . . . . . . . . . . . . . . . . . . 30
Feature Codes used by Contact Center agents . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 32
Agent Feature Codes . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 32
Chapter 3
Contact Center general properties . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 33
To enable Contact Center using F9*8 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 33
Setting Contact Center general properties . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 36
Reserved channels . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 36
Setting Caller ID . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 37
Setting the Supervisor Help request timeout . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 38
Selecting skillsets supervisors can receive help requests from . . . . . . . . . . . . . . 40
Intelligent Contact Center Telephone Administration Guide
8 Contents
Configuring lines . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 41
Setting the Answer Lines status . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 43
Resetting the Contact Center Administrator password . . . . . . . . . . . . . . . . . . . . . . . . 43
Chapter 4
Contact Center greetings . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 45
About Contact Center greetings . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 45
Types of Contact Center greetings . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 45
Recording a Contact Center greeting . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 46
Chapter 5
Setting up skillsets . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 49
About skillsets . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 49
How incoming calls are sent to a skillset . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 49
Skillset properties . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 50
Setting up a skillset . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 53
Enabling a skillset . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 57
Disabling a skillset . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 58
Changing skillset properties . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 59
Unconfiguring a skillset . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 63
Chapter 6
Setting up skillset mailboxes . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 67
About skillset mailboxes . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 67
Determining a skillset mailbox number . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 68
Checking which telephone mailbox interface you use . . . . . . . . . . . . . . . . . . . . . . . . . 69
Initializing a skillset mailbox . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 70
Opening a skillset mailbox . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 71
Opening a skillset mailbox remotely . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 72
Skillset mailbox password . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 73
Changing a skillset mailbox password . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 73
Resetting a skillset mailbox password . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 74
Recording skillset mailbox greetings . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 76
Examples of Primary and Alternate greetings . . . . . . . . . . . . . . . . . . . . . . . . . . . . 76
Choosing a Primary or Alternate skillset mailbox greeting . . . . . . . . . . . . . . . . . . . . . 78
Recording a Personalized skillset mailbox greeting . . . . . . . . . . . . . . . . . . . . . . . . . . 80
Deleting a Personalized mailbox greeting . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 82
Checking skillset mailboxes for messages . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 83
Playing skillset mailbox messages . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 84
Retrieving erased messages . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 87
Replying to messages . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 88
Replying to an internal caller . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 88
Using the Reply feature to reply to an external caller . . . . . . . . . . . . . . . . . . . . . . 90
NN40170-600NN40170-600
Contents 9
Chapter 7
Off-premise Message Notification . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 91
About Off-premise Message Notification . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 91
Assigning an outdial method to a skillset mailbox . . . . . . . . . . . . . . . . . . . . . . . . . . . . 92
Off-premise Message Notification parameters . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 93
Setting up Off-premise Message Notification . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 94
About setting up Off-premise Message Notification to a pager number . . . . . . . . 99
Changing Off-premise Message Notification . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 104
Deleting a destination number . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 112
Adding a destination number . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 113
Turning Off-premise Message Notification on or off . . . . . . . . . . . . . . . . . . . . . . . . . 114
Chapter 8
Setting up agents . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 117
About adding agents . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 117
Agent properties . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 117
Changing an agent . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 120
Adding multiple agents . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 122
Assigning an agent to a skillset . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 124
Dynamic Agent Priority . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 124
Assigning several agents to a skillset . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 126
Assigning agents to a skillset using Auto Login . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 127
Removing agents from a skillset . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 127
Changing an agent priority . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 132
Chapter 9
Intelligent Overflow Routing . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 135
Examples of Intelligent Overflow Routing rules . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 137
Chapter 10
Routing table administration . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 149
Setting up DID routing . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 149
Fax Detection . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 150
About types of Routing Table steps . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 151
Adding a Greeting step . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 152
Greeting step parameters . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 152
Adding a Goto step . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 158
Adding a Transfer step . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 160
Adding a Disconnect step . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 163
Example of a Day Routing Table . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 165
Example of a Night Routing Table . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 169
Changing a routing table . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 171
To erase a Routing Table . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 175
Intelligent Contact Center Telephone Administration Guide
10 Contents
Setting the Service Modes for skillsets . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 176
Chapter 11
Monitoring call activity . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 179
Monitoring agent calls with Silent Monitor . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 179
Using Silent Monitor with Answer DN . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 180
Monitoring tips . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 180
Monitoring skillsets . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 181
An example of monitoring skillsets . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 182
Using a memory button to monitor calls waiting in skillsets . . . . . . . . . . . . . . . . 183
Taking some Not Ready time . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 184
Programming Not Ready to a memory button . . . . . . . . . . . . . . . . . . . . . . . . . . . 184
Logging off . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 185
Changing your password . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 185
Supervisor Help . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 186
How Supervisor Help works . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 186
Configuring Supervisor Help . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 188
How to handle missed requests . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 189
An example of retrieving an escalated request . . . . . . . . . . . . . . . . . . . . . . . . . . 189
Chapter 12
Tips for operating Contact Center . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 191
Agent administration . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 191
Skillset administration . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 191
Contact Center greetings . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 191
Routing Table administration . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 192
Contact Center general parameters . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 192
How to calculate the longest time a caller can be on hold . . . . . . . . . . . . . . . . . . . . . 193
Tips to improve the efficiency of Contact Center . . . . . . . . . . . . . . . . . . . . . . . . . . . . 194
Chapter 13
Troubleshooting Contact Center . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 195
Resetting passwords . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 195
Resetting the Operator password . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 195
Agent problems . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 196
Agent log on problems . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 196
Important considerations about how agents use features . . . . . . . . . . . . . . . . . . 196
Skillset problems . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 198
Problems changing skillset properties . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 198
Chapter 14
Contact Center Programming Record . . . . . . . . . . . . . . . . . . . . . . . . . . . . 199
Feature Codes . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 200
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Contents 11
General Contact Center parameters . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 200
Operator/Business Status. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 201
Contact Center skillsets . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 202
Contact Center agents . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 204
Skillset assignments . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 205
Skillset mailboxes . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 206
Routing Tables . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 207
Line answering . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 208
Glossary . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 209
Index . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 215
Intelligent Contact Center Telephone Administration Guide
12 Contents
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Chapter 1

Getting started

About this guide

The Intelligent Contact Center Telephone Administration Guide describes how to set up and configure Contact Center on an Avaya Business Communications Manager (Avaya BCM) using telset based administration.The information in this document applies to both the BCM50 and the BCM450 platforms running Avaya BCM Release 6.0.

About Contact Center

Contact Center is an application that handles incoming calls as efficiently and economically as possible. Contact Center answers calls, then routes the calls to agents in a skillset that most closely matches the needs of the caller. Contact Center routes calls based on the origin of the call, the destination of the call, or the information entered by the caller. Callers can be given high or low priorities. Callers can overflow to different groups or skillsets of agents, transfer out of the system, leave a message, and hear announcements and informative messages.
13
You can program Contact Center using any two-line display telephone on your telephone system. You can also use the web-based CallPilot Manager to set up and operate Contact Center.
For information about Contact Center features, see the Intelligent Contact Center Set Up and Operation Guide (NN40040-301).

Contact Center Update

Intelligent Contact Center is the evolution of the existing Call Center capability on Avaya BCM. Intelligent Contact Center offers additional functionality, such as Reporting for Contact Center and Multimedia Contact Center. You can also choose the specific number of agents and skillsets that your business requires.
You purchase Intelligent Contact Center and then purchase the number of agents, skillsets, Reporting, and Multimedia as required. Intelligent Contact Center has increased maximum capacities, for example 80 active agents and 50 skillsets for BCM450, and 50 active agents and 30 skillsets for BCM50. Table 1 shows the capacities available for the BCM450 system. Table 2 shows the capacities available for the BCM50 system.
Intelligent Contact Center Telephone Administration Guide
14 Chapter 1 Getting started
Table 1 Intelligent Contact Center Capacities for BCM450
Features Intelligent Contact Center for BCM450
Skillsets Default 1, maximum 50
Configured agents (available agent IDs) Maximum 250
Active agents (includes supervisors) Active agents are agents who are logged in to one skillset or a combination of skillsets.
Dynamic agent priority levels 20
Dynamic call priority levels 20
Active calls in all skillsets 100
Maximum active calls per skillset 100
Maximum lines configured for Contact Center
Voice ports (shared with CallPilot or dedicated)
Voice ports with CEC 63
Voice ports without CEC 35
Voice ports for fax with CEC 8
Voice ports for fax without CEC 4
Routing tables per skillset 2
Greetings 150
Default 2, maximum 80
100
Minimum 2, default 10, maximum 32
Maximum time per greeting 1000 mins
Maximum time for all greetings >370 hours / Gigabyte
Steps per routing table 20
Skillset mailboxes One mailbox is created for each configured skillset. No skillset mailbox is configured by default and a maximum 50 skillset mailboxes can be configured
Supervisor functionality, including call monitoring
Supervisor Help Available with Silent Monitor.
Maximum simultaneous monitoring sessions
Caller Input Tables 50
Default 0, Maximum 50
Silent monitor
6
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Chapter 1 Getting started 15
Features Intelligent Contact Center for BCM450
Basic Intelligent Caller Input Routing: the ability to route a call to an Operator, Auto Attendant, skillset mailbox or CCR Tree.
Advanced Intelligent Caller Input Routing: the ability to route a call based on multi-digit fixed or variable strings
Delegated Contact Center Administration: If you use an Avaya BCM system, there is
no dedicated or default CallPilot or
Contact Center Administrator user ID and
password. The System Administrator can
create users with CallPilot and Contact
Center rights in Business Element
Manager. For more information, see the
Avaya Business Communications
Manager 6.0 Administration and Security
Guide.
Intelligent Overflow Routing: rules you create to overflow, change the priority of, and move calls to multiple skillsets, a skillset mailbox, an internal or external number, a mailbox, the Auto Attendant or an operator.
Available
Available
Available
Available
Intelligent CLID/DNIS Routing 1000 rules
Overflow rules per skillset 20
Overflow skillsets Default 0, maximum 49
Service Mode: you specify the start and end times for the day and night skillset for each day of the week
Limited Feature 983 telephone administration
CallPilot Manager Available
Reporting for Contact Center Available
Expected Wait Time 20 tables
Activity Codes 2,000 entries
Multimedia Contact Center Available
Available
Available
Must be enabled with keycode
Reporting for Contact Center must be enabled to configure Activity Codes
Must be enabled with keycode
Intelligent Contact Center Telephone Administration Guide
16 Chapter 1 Getting started
Table 2 Intelligent Contact Center Capacities for BCM50
Features Intelligent Contact Center for BCM50
Skillsets Default 1, maximum 30
Configured agents (available agent IDs) Maximum 100
Active agents (includes supervisors) Active agents are agents who are logged in to one skillset or a combination of skillsets.
Dynamic agent priority levels 20
Dynamic call priority levels 20
Active calls in all skillsets 30
Maximum active calls per skillset 30
Maximum lines configured for Contact Center
Voice ports (shared with CallPilot or dedicated)
Routing tables per skillset 2
Greetings 50
Maximum time per greeting 30 mins
Maximum time for all greetings 1500 mins
Steps per routing table 20
Skillset mailboxes Default 0, Maximum 30
Default 2, maximum 50
30
Minimum 2, default 10, maximum 15
Supervisor functionality, including call monitoring
Supervisor Help Available with Silent Monitor.
Maximum simultaneous monitoring sessions
Caller Input Tables 30
Basic Intelligent Caller Input Routing: the ability to route a call to an Operator, Auto Attendant, skillset mailbox or CCR Tree.
Advanced Intelligent Caller Input Routing: the ability to route a call based on multi-digit fixed or variable strings
Silent monitor
6
Available
Available
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Features Intelligent Contact Center for BCM50
Delegated Contact Center Administration: If you use an Avaya BCM system, there is
no dedicated or default CallPilot or
Contact Center Administrator user ID and
password. The System Administrator can
create users with CallPilot and Contact
Center rights in Business Element
Manager. tact Center rights in Business
Element Manager. For more information,
see the Avaya Business Communications
Manager 6.0 Administration and Security
Guide
Intelligent Overflow Routing: rules you create to overflow, change the priority of, and move calls to multiple skillsets, a skillset mailbox, an internal or external number, a mailbox, the Auto Attendant or an operator.
Intelligent CLID/DNIS Routing 1000 rules
Overflow rules per skillset 20
Available
Available
Chapter 1 Getting started 17
Overflow skillsets Default 0, maximum 29
Service Mode: you specify the start and end times for the day and night skillset for each day of the week
Limited Feature 983 telephone administration
CallPilot Manager Available
Reporting for Contact Center Available
Expected Wait Time 20 tables
Activity Codes 2,000 entries
Multimedia Contact Center Available
Available
Available
Must be enabled with keycode
Reporting for Contact Center must be enabled to configure Activity Codes
Must be enabled with keycode

What you can administer through a telephone

Contact Center properties
Keycode
Reserved Channels “Reserved channels” on page 36
“To enable the Contact Center keycode” on page 33
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18 Chapter 1 Getting started
Supervisor Help “Setting the Supervisor Help request timeout” on page 38
Caller ID display settings “Setting Caller ID” on page 37
Lines “Configuring lines” on page 41
Answer lines status “Setting the Answer Lines status” on page 43
Reset Administrator password “Resetting the Contact Center Administrator password” on
Contact Center greetings “Recording a Contact Center greeting” on page 46
Skillsets
“Selecting skillsets supervisors can receive help requests from” on page 40
page 43
NOTE: You must use CallPilot Manager to add Greeting captions.
Parameters: name, number, control DN, Message Waiting Indicator DN, Method of Distribution, Break Time, Delay Answer, Activity Code and Expected Wait Time settings, service mode, prompt language, attendant extension.
Monitor skillsets
Skillset mailboxes
initialize a skillset mailbox change a skillset mailbox password record skillset mailbox greetings play skillset mailbox messages
Off-premise message notification “About Off-premise Message Notification” on page 91
Agents
Agent ID, name, supervisor, automatic answer, missed call options, Activity Code entry type
Assign agents to skillsets “Assigning an agent to a skillset” on page 124
Log an agent off “To log an agent off” on page 130
Reset an agent password “To reset an agent password” on page 132
Monitor agents
“Setting up a skillset” on page 53
“Setting the Service Modes for skillsets” on page 176
“Monitoring skillsets” on page 181
“About skillset mailboxes” on page 67 “Initializing a skillset mailbox” on page 70 “Skillset mailbox password” on page 73 “Recording skillset mailbox greetings” on page 76 “Playing skillset mailbox messages” on page 84
“To add an agent” on page 118
“Monitoring agent calls with Silent Monitor” on page 179
Routing
Intelligent Overflow Routing “To add Overflow rules” on page 142
Greeting step Distribute for step Goto step Transfer step Disconnect step
CLID/DNIS routing NOTE: You must use CallPilot Manager. You cannot
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“Adding a Greeting step” on page 152 “To add a Distribute for step” on page 157 “Adding a Goto step” on page 158 “Adding a Transfer step” on page 160 “Adding a Disconnect step” on page 163
administer CLID/DNIS routing via telephone
Expected Wait Time tables NOTE: You must use CallPilot Manager. You cannot
Activity Codes NOTE: You must use CallPilot Manager. You cannot
Caller Input Rule Tables NOTE: You must use CallPilot Manager. You cannot
Advanced Intelligent Caller Input Routing NOTE: You must use CallPilot Manager. You cannot

About this guide

Audience

This guide is for system administrators who configure, and maintain Contact Center on an Avaya BCM. To use this guide you must:
be an authorized system administrator
be knowledgeable of CallPilot and Contact Center
Chapter 1 Getting started 19
administer EWT Tables via telephone.
administer Activity Codes via telephone.
administer Caller Input Rule Tables via telephone.
administer Advanced Intelligent Caller Input Routing via telephone.

Acronyms

The following is a list of acronyms used in this guide.
Table 1
Acronym Description
BCM Business Communications Manager
CCR Custom Call Routing
CDN Control Directory Number
CFAC Call Forward All Calls
CFB Call Forward on Busy
CFNA Call Forward No Answer
CLID Calling Line Identification
CO Central Office
COS Class of Service
DID Direct Inward Dialing
DN Directory Number
DND Do Not Disturb
DTMF Dual Tone Multi-Frequency
EWT Expected Wait Time
Intelligent Contact Center Telephone Administration Guide
20 Chapter 1 Getting started
Table 1
Acronym Description
MWI Message Waiting Indication
NVM Avaya Norstar™ Voice Mail

Symbols and text conventions

These symbols are used to highlight critical information for the Avaya BCM system:
Caution: Alerts you to conditions where you can damage the equipment.
Danger: Alerts you to conditions where you can get an electrical shock.
Warning: Alerts you to conditions where you can cause the system to fail or work
improperly.
Note: A Note alerts you to important information.
Tip: Alerts you to additional information that can help you perform a task.
Security note: Indicates a point of system security where a default should be changed,
or where the administrator needs to make a decision about the level of security required
!
for the system.
Warning: Alerts you to ground yourself with an antistatic grounding strap before performing the maintenance procedure.
NN40170-600NN40170-600
Chapter 1 Getting started 21
Warning: Alerts you to remove the Avaya BCM main unit and expansion unit power cords from the ac outlet before performing any maintenance procedure.
These conventions and symbols are used to represent the Business Series Terminal display and.
Convention Example Used for
Word in a special font (shown in the top line of the display)
Underlined word in capital letters (shown in the bottom line of a two line display telephone)
Dialpad buttons
Pswd:
PLAY
£
Command line prompts on display telephones.
Display option. Available on two line display telephones option on the display to proceed.
Buttons you press on the dialpad to select a particular option.
. Press the button directly below the
These text conventions are used in this guide to indicate the information described.These text
Convention Description
bold Courier text
Indicates command names and options and text that you need to enter. Example: Use the Example: Enter
info command.
show ip {alerts|routes}.
italic text Indicates book titles
plain Courier text
FEATURE HOLD
Indicates command syntax and system output (for example, prompts and system messages).
Example:
Set Trap Monitor Filters
Indicates that you press the button with the coordinating icon on whichever set you are using.
RELEASE
conventions are used in this guide to indicate the information described:
Convention Description
bold Courier text
Indicates command names and options and text that you need to enter. Example: Use the Example: Enter
info command.
show ip {alerts|routes}.
italic text Indicates book titles
Intelligent Contact Center Telephone Administration Guide
22 Chapter 1 Getting started
Convention Description
plain Courier text
FEATURE HOLD RELEASE

Related publications

This section provides a list of additional documents referred to in this guide.
CallPilot Manager Set Up and Operation Guide (NN40170-300)
CallPilot Telephone Administration Guide (NN40170-601)
Intelligent Contact Center Set Up and Operation Guide (NN40170-301)
Intelligent Contact Center Agent Guide (NN40040-101)
Intelligent Contact Center Supervisor Guide (NN40040-102)
Keycode Installation Guide (NN40010-301)
Avaya Business Communications Manager 6.0 Administration and Security Guide
(NN40170-603)
Indicates command syntax and system output (for example, prompts and system messages).
Example:
Indicates that you press the button with the coordinating icon on whichever set you are using.
Set Trap Monitor Filters
Avaya Business Communications Manager 6.0 Configuration—Devices Guide (NN40170-500)

Customer Service

Visit the Avaya Web site to access the complete range of services and support that Avaya provides. Go to www.avaya.com or go to one of the pages listed in the following sections.

Navigation

“Getting technical documentation” on page 22
“Getting product training” on page 23
“Getting help from a distributor or reseller” on page 23
“Getting help from a distributor or reseller” on page 23

Getting technical documentation

To download and print selected technical publications and release notes directly from the Internet, go to www.avaya.com/support.
NN40170-600NN40170-600
Chapter 1 Getting started 23

Getting product training

Ongoing product training is available. For more information or to register, you can access the Web site at www.avaya.com/support. From this Web site, you can locate the Training contacts link on the left-hand navigation pane.

Getting help from a distributor or reseller

If you purchased a service contract for your Avaya product from a distributor or authorized reseller, contact the technical support staff for that distributor or reseller for assistance.

Getting technical support from the Avaya Web site

The easiest and most effective way to get technical support for Avaya products is from the Avaya Technical Support Web site at www.avaya.com/support.
Intelligent Contact Center Telephone Administration Guide
24 Chapter 1 Getting started
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Chapter 2

About Contact Center telephone administration

Setting up Contact Center with a two line display telephone

You cannot use a single line display telephone to set up and administer Contact Center. You must use a two line display telephone. Two line display telephones show Contact Center commands and options. A two line display can show up to three display options at once. In some instances, an option does not have a corresponding display button, and you must select the option by pressing buttons on the dia.
An example of a two line display
25
Display command line Display button options
Display buttons

System timeout

If you pause longer than 2 minutes (120 seconds) when you program Contact Center on a two line display telephone, the system times out and ends the session. This is a safety feature that prevents unauthoried use of the system.
For example, if the system times out before you enter all the settings for a skillset, you must use the procedures in “Changing skillset properties” on page 59 to finish setting up the skillset.
Skillset 1: Enabled SKILL NEXT
Intelligent Contact Center Telephone Administration Guide
26 Chapter 2 About Contact Center telephone administration

Using the dialpad

The buttons on your display telephone dialpad act as both numbers and letters. Each button represents a number and letters of the alphabet.
To enter a character
To accept a character
To delete a character
Numbers and letters on the .
press the dialpad button that represents the letter or number. Press the button again to see the next letter or number.
press £ or press another . When you press another , the cursor advances and the display shows the first character on the new .
press the
BKSP display button.
1 ’ - ¤ A B C 2 a b c D E F 3 d e f
G H I 4 g h i J K L 5 j k l M N O 6 m n o
P Q R S 7 p q r s ° T U V 8 t u v · W X Y Z 9 w x y z
Quit Q Z Zero q z £ Accepts the displayed letter and “,”
(comma)
The display can show up to 16 characters. Whether the prompt remains on the display depends on the type of prompt that is displayed.
Pswd:1111 OTHR RETRY OK
This is an example of a display with fewer than 16 characters, where the command line prompt remains on the display.
Name: RETRY BKSP OK
P RETRY BKSP OK
PARTRIDGE RETRY BKS P O K
The prompt disappears for these command line prompts:
Name:
•Log:
•Dest ph:
NN40170-600NN40170-600
This display shows the Name: command line prompt.
When you begin to enter the last name, the Name: command line prompt disappears. For example, if you enter the name Partridge, you press the pad ‡ for P, and the display drops the Name: prompt.
Although the name is only nine characters long, the command line prompt is not shown on the display after you enter the entire name.
Chapter 2 About Contact Center telephone administration 27

Symbols and conventions used in this guide

These conventions and symbols are used to represent the Business Series Terminal display and.
Convention Example Used for
Word in a special font (in the top line of the display)
Underlined word in capital letters (on the bottom line of a two line display telephone)
Dialpad buttons

About telephone buttons

This table shows the Business Series Terminal buttons. Use the buttons that pertain to the type of telephone you use.
Avaya 7100 Digital Deskphone, Avaya 7208 Digital
Button name
Feature
Handsfree Bottom right-hand
Deskphone, T7316
button
Pswd:
PLAY
£
Command line prompts on display telephones.
Display option. Available on two line display telephones option on the display to proceed.
Buttons you press on the dialpad to select a particular option.
M7100, M7208, M7310, M7324
. Press the button directly below the
M7100N, M7208N, M7310N, M7324N
ƒ
©
Hold
Volume Control
Release
˙
® ®
You can enter , ƒ or and the code to use a feature. For example, press ·°⁄ to access your mailbox.
The Avaya 7100 Digital Deskphone works differently from other telephones on your system because it does not have line buttons. Where other telephones require that you select a line button to answer a call, on the Avaya 7100 Digital Deskphone terminal you pick up the handset. Where other telephones require you to select a line button to take a call off hold, you press on the Avaya 7100 Digital Deskphone terminal.
On Avaya 7100 Digital Deskphone terminals, you can answer a second call by pressing ≥. Your active call is put on hold and you connect to the waiting call. You can have no more than two active calls at one time.
Intelligent Contact Center Telephone Administration Guide
28 Chapter 2 About Contact Center telephone administration

Feature codes

You use Feature Codes to perform Contact Center functions on your telephone.
Feature Codes are assigned during installation. This guide shows the default Feature Codes. Contact Center can also use custom Feature Codes. If the default Feature Codes are used by another application, your system automatically assigns custom Feature Codes. If your System Administrator has assigned custom Feature Codes, you can use the table “Feature Codes” on page
200 to record the Custom Feature Codes.
To determine the Feature Codes
1 Press ·•⁄.
Login/out: F9xx
NEXT
Ready Mode: F9xx
NEXT
2 The display shows the name and number of the Log In/Log Out
Feature Code. xx represents a number between 00 and 99.
3 Press NEXT
4 The display shows the name and number of the Ready Mode Feature
Code.
5 Press NEXT
6 When the display shows QUIT
7 Press ® to end the session.
.
to see more Feature Codes.
you have seen all the Feature Codes.
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Chapter 2 About Contact Center telephone administration 29

Programming a memory button with a Feature Code

Each Feature Code can be programmed to a memory button. Avaya recommends that you use memory buttons with indicators to program the Feature Codes. A memory button indicator is the triangle next to a memory button.
You can use memory buttons to monitor call activity, and view the Login/Logout and Not Ready status of agents. For information about how the status appears, see the Intelligent Contact Center Agent Guide (NN40040-101).
For information about using programmed memory buttons to monitor call activity, see Primary and Secondary alert times in “Skillset properties” on page 50.
To program a memory button
1 Press •‹.
Do not lift your handset.
Program Features
Press a button QUIT
Feature Code: QUIT
F__ QUIT CLEAR
2 The display shows Program Features.
3 Press a memory button with an LCD indicator.
4 Press ≤.
5 Enter the Feature Code number that you want to program.
For example, enter ·‚· to program the Display Waiting Calls Feature Code. See the tables “Feature Codes used by Contact Center
agents” on page 32 and “Agent Feature Codes” on page 32 for the
Feature Codes.
Repeat steps 1 through 5 for each Feature Code you want to program.
Programmed
6 The display shows that the button is programmed, and then ends the
session.
Use the paper labels that come with your telephone to identify the programmed button. To use the Feature Code, press the labeled button.
Intelligent Contact Center Telephone Administration Guide
30 Chapter 2 About Contact Center telephone administration

Feature Codes used by Contact Center supervisors

Use this Feature Code To...
Open Mailbox
·°⁄
Operator Settings
·°¤
Voicemail DN
·°fi
Display Waiting Calls Skillset Status
·‚·
open skillset mailboxes
record skillset mailbox greetings
listen to messages in the skillset mailbox
set or change the operator extension
indicate whether the operator is available
select the day and night service modes for skillsets
change the password for Operator Settings For more information about the Operator Feature Code, see “Setting the Service
Modes for skillsets” on page 176 and “Resetting the Operator password” on page
195.
display the skillset mailbox number (Control DN) for each skillset
display the extension for Message Waiting Indication for the skillset mailbox
reset the passwords of the Contact Center Administrator and the operator For more information about the Control DN, see “Determining a skillset mailbox
number” on page 68.
For more information about resetting the Operator and Contact Center Administrator passwords, see “Resetting the Contact Center Administrator
password” on page 43 and “Resetting the Operator password” on page 195.
view real-time status information about skillsets. You can see how busy your contact center is so that you can adjust skillset staffing
view whether a skillset is enabled or disabled
view the number of agents logged on to the skillset
view the number of calls waiting
view the longest wait time of a call
To provide easy, one-button access to the this feature, program a memory button that has an indicator with Refer to “Programming a memory button with a Feature Code” on page 29.
·‚·.
Log on/Log off
·‚›
Monitor agents
·‚fi
Supervisor Help
·‚fl
NN40170-600NN40170-600
log agents off if they forget to log off. For information, see “To log an agent off ” on page 130.
lets you monitor agents
lets you take agents’ help requests
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