Title page
Nortel Communication Server 1000
IP Phone 2007
Call Center User Guide
Revision history
June 2010
Standard 04.01. This document is up-issued to support Nortel
Communication Server 1000 Release 7.0.
December 2009
Standard 03.03. This document is up-issued to support Nortel
Communication Server 1000 Release 6.0. This document
contains updates to the IP Phone 2007 LCD.
May 2009
Standard 03.02. This document is up-issued to support Nortel
Communication Server 1000 Release 6.0.
April 2008
Standard 02.01. This document is issued to support Nortel
Communication Server 1000 Release 5.5 for UNIStim 3.0.
Revision history
May 2007
Standard 01.02. This document is issued to support Nortel
Communication Server 1000 Release 5.0. This document
contains information previously contained in the following legacy
document, now retired: IP Phone 2007 Call Center User Guide
(NN10300-020). Graphics are also updated.
August 2005
Standard 2.00. This document is up-issued to support the Nortel
Communication Server 1000 Release 4.5.
May 2005
Standard 1.00. This document is issued to support the
IP Phone 2007 on Nortel Communication Server 1000
Release 4.0.
3
Revision history
4
Contents
About the IP Phone 2007 . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7
Basic features . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7
IP Phone controls . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8
IP Phone Display . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11
Application area . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12
Tools/Navigation area . . . . . . . . . . . . . . . . . . . . . . . . . . . 14
Touch panel . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 16
Calibrate the touch panel . . . . . . . . . . . . . . . . . . . . . . . . . 17
Using the stylus . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 17
Cleaning the phone Screen . . . . . . . . . . . . . . . . . . . . . . . . . . 17
Entering and editing text . . . . . . . . . . . . . . . . . . . . . . . . . . . 18
Entering text using the phone dialpad . . . . . . . . . . . . . . . . . . 18
Editing text using the soft keys . . . . . . . . . . . . . . . . . . . . . . . . 19
Contents
Entering text using the pop-up keyboard . . . . . . . . . . . . . . . . 19
Entering text using the USB keyboard . . . . . . . . . . . . . . . . . . 20
Agent and Supervisor features . . . . . . . . . . . . . . . . . . . . . . 21
Agent Login . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 21
Login with Agent ID and Multiple Queue Assignments . . . . . . 22
Agent ID and MQA login options . . . . . . . . . . . . . . . . . . . 23
Default Login . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 25
Agent Logout . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 26
Agent features . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 27
Answer ACD calls . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 27
Use Force Call . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 28
Use Activity code . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 29
Use Emergency . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 30
5
Contents
Use Not Ready . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 30
Place or answer non-ACD calls . . . . . . . . . . . . . . . . . . . . . . . 31
Contact the supervisor . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 32
Using Record On Demand key . . . . . . . . . . . . . . . . . . . . . . . . 34
Using SAVE key . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 34
Supervisor features . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 36
Use Answer Agent . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 36
Use Agent key . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 37
Use Answer Emergency . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 37
Use Call Agent . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 38
Use Interflow . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 38
Use Night Service . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 39
Observe . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 40
Display Queue . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 40
Display Agent status . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 42
Terms you should know . . . . . . . . . . . . . . . . . . . . . . . . . . . 45
Regulatory and safety information . . . . . . . . . . . . . . . . . . . 51
Other . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 53
DenAn regulatory notice for Japan . . . . . . . . . . . . . . . . . . . . . 53
Index . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 55
6
About the IP Phone 2007
About the IP Phone 2007
The IP Phone 2007 brings a premier multimedia experience to the
desktop IP Phone and offers color touch-screen that enables the
presentation of a wide array of information and applications. It supports
the services provided by Nortel Application Gateway 2000. The IP Phone
2007 display can present multimedia content to enhance your
communications experience, including visual voicemail, broadcast alerts
such as company news and emergency notifications, promotion of guest
services within hospitality environments for revenue generation as well as
other customized applications desired by the organization.
The Nortel IP Phone 2007 brings voice and data to the desktop by
connecting directly to a Local Area Network (LAN) through an Ethernet
connection.
The IP Phone 2007 provides all the functionality of the IP Phone 2004,
using a graphical user interface (GUI). In addition, advanced text and
graphic-based Web-centric applications are supported.
The IP Phone 2007 does not support the IP Phone Key Expansion
Module (KEM).
Note: Not all features are available on all phone. Consult the system
administrator to verify which features are available.
Basic features
The IP Phone 2007 supports the following features:
• large, color, touch panel display screen
• high quality speaker phone.
• 12 programmable feature keys: six programmable line (DN)/feature
keys and six lines/features accessed by pressing the Shift key
• four context-sensitive soft keys
• volume control bar for adjusting ringer, speaker, handset, and
headset volume
7
About the IP Phone 2007
• five call-processing fixed keys:
—Hold
— Goodbye
— Handsfree
—Mute
— Headset
• shared LAN access with a PC
• automatic network configuration
• hearing-aid compatibility
• Web-based applications support
• remote firmware download
• USB mouse and keyboard support or mouse
Note: For more information about context-sensitive soft keys, see
New in This Release (NN43001-115) for Communication Server 1000
Release 6.0 .
Consult your system administrator to verify if your IP Phone 2007 is
configured to support soft key functionality.
IP Phone controls
Figure 1 on page 9 shows the IP Phone 2007.
8
Figure 1: IP Phone 2007
About the IP Phone 2007
Use the Volume control bar to adjust the
volume of the ringer, handset, headset,
speaker, and the Handsfree feature. Press
the right side of the rocker bar to increase
volume, the left side to decrease volume.
Use the Goodbye key to terminate an active
call.
Press the Hold key to put an active call on
hold. Tap the flashing line (DN) soft key to
return to the caller on hold.
Use the Navigation key to scroll through
menus and lists appearing on the LCD
screen. The key rocks for up, down, left, and
right movements.
9
About the IP Phone 2007
Press the Headset key to answer a call
using the headset or to switch a call from the
handset or handsfree to the headset. The
LED next to the headset button flashes when
the headset is in use.
Press the Handsfree key to activate
handsfree. The speaker LED indicator lights
to indicate when handsfree is active.
Your Mute key functionality is enabled or
disabled by your system administrator.
Contact your system administrator to
determine if your Mute key is enabled.
If your Mute key is enabled, press the Mute
key to listen to the receiving party without
transmitting your voice. Press the Mute key
again to return to two-way conversation.
If your Mute key is not enabled, pressing the
Mute key places the call on hold. Press the
Mute key again to restore the active call or
press the line key to restore the active call.
You cannot retrieve this call from hold by
pressing the Hold key.
10
Note: The Mute LED indicator, located
on the Mute key, flashes to indicate that
the microphone is muted.
About the IP Phone 2007
When a message is waiting, or there is an
incoming call, the red Message
Waiting\Incoming Call Indicator LED at
the top center of the IP Phone flashes. The
flash cadence for each alert is different.
Note: You may also hear an audio
Message Waiting Indicator (stutter or
beeping dial tone) when you go off-hook.
Context-Sensitive Soft keys are located on
either side of the navigation key. The LCD
label above each key changes, based on the
active feature. These keys are sometimes
referred to as Soft keys.
IP Phone Display
The IP Phone 2007 provides a large, color, touch panel display that
supports color XML/HTML content through an external application server.
The IP Phone 2007 window-based user interface has two display areas:
• Application area
• Tools/Navigation area
Figure 2 shows an idle display.
11
About the IP Phone 2007
Figure 2: IP Phone 2007 display
Note: The display can differ from the above example.
To extend the life of the LCD panel, the panel goes dark (“sleeps”) after a
configured period of time. For information about configuring the time
before the display sleeps, see the IP Phone 2007 User Guide (NN43118-
100).
Application area
The Application area provides:
• line and feature key status
• information items such as caller number, caller name, feature prompt
strings, user-entered digits, date and time information (or call timer, if
provisioned in the Telephone Options menu), and IP Phone
information
• context-sensitive soft keys
• feature keys
12
About the IP Phone 2007
Figure 3 shows the Application area and the feature area, the soft keys
can show either text or icons.
Figure 3: IP Phone 2007 Detailed in Application area
Table 1 shows the soft key text and icon equivalents. The text labels are
displayed by default and are changed using the Tools menu.
Your IP Phone 2007 displays different icons and text labels depending on
the version of your IP Phone and the installed firmware, as shown in
Table 1.
Table 1: Feature key text and icon displays (Part 1 of 2)
IP Phone 2007 older version IP Phone 2007 newer version
Text display Icon display Text display Icon display
13
About the IP Phone 2007
Table 1: Feature key text and icon displays (Part 2 of 2)
IP Phone 2007 older version IP Phone 2007 newer version
Text display Icon display Text display Icon display
Tools/Navigation area
The Tools/Navigation area provides controls for navigating between
features and selecting tools. This area is visible and functional at all times
unless you tap the keyboard icon. The pop-up keyboard occupies this
portion of the screen.
Figure 4 on page 14 shows the Tools/Navigation area.
Figure 4: IP Phone 2007 Tools/Navigation area
14
About the IP Phone 2007
The Tools/Navigation area has five main elements presented as
touchable soft keys. The icons on the soft keys are different depending on
the installed IP Phone software.
Tap this icon to determine which external
applications are registered (for example, My
CallPilot), and launch them by tapping on the
Applications
appropriate icon.
Tap this icon to access the Telephone screen.
Telephone
Tap this soft key to go to the primary external
application, as configured by the administrator.
The key displays the icon of the primary
Primary
application.
Application
15
About the IP Phone 2007
Tools
Tap this icon to access the following tools
used on the IP Phone 2007. You can be
prompted to enter the Administration
password.
• Network Configuration
• Local Diagnostics
• Touch Panel Setup
• Display Settings
• USB Devices
• Preferences
• Lock Menu
Note: Network Configuration, Local
Diagnostics, and TFTP Upgrade are for
administrator use only.
Tap this icon to display a virtual keyboard
(pop-up keyboard) for text entry.
Keyboard
The stylus or USB keyboard can be used to
enter text in some of the applications. See
“Entering and editing text” on page 18 for
further information.
Touch panel
You perform point-and-click operations on your IP Phone 2007 using the
touch panel. The touch panel is used with the graphical user interface
(GUI) to present soft keys directly on the display. You can activate all
Line/DN soft keys and feature soft keys by using the touch panel.
For important information about cleaning your touch-panel, see
“Cleaning the phone Screen” on page 17.
16
About the IP Phone 2007
Calibrate the touch panel
You calibrate the touch panel through the Tools menu, where you can
fine-tune the touch panel. You are prompted to use the stylus to tap three
targets. For more information, see the IP Phone 2007 User Guide
(NN43118-100).
Using the stylus
You operate the touch panel using a stylus or your finger. However, use
of a stylus is recommended to avoid damage to the touch panel.
Cleaning the phone Screen
Hold the Goodbye key down and gently wipe the phone screen with a
soft, dry cloth.
CAUTION
Do not use any liquids or powders on the
phone.
Using anything other than a soft, dry cloth
can contaminate phone components and
cause premature failure.
17
Entering and editing text
Entering and editing text
You can enter and edit text on your IP Phone 2007 using the following
methods:
• “Entering text using the phone dialpad” on page 18
• “Editing text using the soft keys” on page 19
• “Entering text using the pop-up keyboard” on page 19
• “Entering text using the USB keyboard” on page 20
The use of any of these methods for text entry depends on the application. Table 2 shows the applications and input devices that can be used
for text entry:
Table 2: Application Text Entry
For: Use:
Call server related applications
(for example, changing feature
key labels, adding personal
directory entries or for dialing)
Graphical applications Pop-up or USB keyboard
Tools menu Pop-up or USB keyboard
Dialpad
Pop-up or USB keyboard for
numeric entries only
Dialpad for numeric and text
entries
Entering text using the phone dialpad
You use the dialpad to enter text when using features such as
programming an Autodial key.
For example, to enter the letter A, press the number 2 key once. To enter
the letter C, press the number 2 key three times.
18
Entering and editing text
Note: No letters are associated with the number 1 or the number 0
key. Punctuation is associated with the number 1.
When entering IP addresses with the dialpad, the address is entered as
xxx**xxx**xxx**xxx, and the phone translates this to xxx.xxx.xxx.xxx.
Editing text using the soft keys
You use soft keys to access text when you work with such applications as
Personal Directory, Redial List, and Callers List.
Table 3 describes the soft key editing functions on the IP Phone 2007.
Table 3: Editing soft key description
Soft key Description
Cancel Stop the current action.
Choose Select a symbol.
Clear Clear the input field.
Case Switch the next character to either uppercase
or lowercase.
Delete Backspace one character.
Done/Select/Enter Depends on application.
More.. Access additional soft keys.
Entering text using the pop-up keyboard
A full uppercase and lowercase keyboard and a number pad are available
to enter text. The user can type on the keyboard with the stylus. The popup keyboard can be used to enter text in the tools and graphical
applications.
For number entry in phone applications (for example, when dialing), the
keyboard can be used to enter digits (0 to 9), as well as asterisk (*) and
pound (#). Other characters are ignored.
19
Entering and editing text
Entering text using the USB keyboard
The USB keyboard, when connected, can be used to enter text in the
tools and graphical applications.
For number entry in phone applications (for example, when dialing), the
keyboard can be used to enter digits (0 to 9), as well as * and #. Other
characters are ignored.
When on a call, the function keys (f1, f2, f3, f4, f5, f6, f7, and f8) can be
used to control the phone. Table 4 shows the function keys and their
associated action during phone calls.
Table 4: USB keyboard function keys during phone calls
Function key Action
f1 Go to Handsfree mode
f2 Go to Headset mode
f3 Place the current call on Hold
f4 Mute the current call
f5 Volume Up
f6 Volume Down
f7 Copy
f8 Quit
20
Agent and Supervisor features
Agent and Supervisor features
This section describes the following login features that are common to the
Call Center Agent and Supervisor:
• Agent Login
• Login with Agent ID and Multiple Queue Assignments
• Agent Logout
Agent Login
Use the Agent Login to enter an Automated Call Distribution (ACD)
queue. If an Agent ID is assigned, enter the four-digit code at the display
screen prompts.
1. Lift the handset.
2. Tap the Incalls soft key.
3. If Enter Agent ID appears on the
screen, use the dialpad to enter the ID.
4. Press the # key. The phone enters a Not
Ready state.
5. To join the ACD queue, choose one of
the following:
—Tap the Incalls soft key.
—Tap the NotReady soft key.
21
Agent and Supervisor features
6. If you are using a headset and the
Handset On-Hook Means Log out
(HOML) setting is configured to No by
the administrator, then perform the
following:
a. Press the Headset key and replace
the handset in the cradle to receive
calls on the headset.
b. Tap the Services soft key. Change
the On-hook default path to
Headset Enabled.
Note: If the HOML setting is configured
to Yes, replace the handset to log out of
the queue.
Login with Agent ID and Multiple Queue Assignments
A Multiple Queue Assignment (MQA) login involves entering a four-digit
Agent ID and up to five ACD Directory Numbers (DN), with the option of
adding a Supervisor ID and up to five Priority values.
Choose one of the following login procedures:
• Agent ID and MQA login options
• Default login
22
Agent and Supervisor features
Agent ID and MQA login options
To enter ACD queues, use an Agent ID login with one of the following
MQA login options:
• No Supervisor ID, No Priority
• Supervisor ID, No Priority
• No Supervisor ID, with Priority
• Supervisor ID, with Priority
Note: The system prevents a supervisor from entering a Supervisor
ID when the supervisor is logging in to accept ACD calls. This
includes logins where agents must enter a Supervisor ID.
The login options require the following entries in sequential order:
1. a four-digit Agent ID
2. a Supervisor ID (if the queue requires one)
3. up to five ACD DNs and priority values (if priority values are being
used) terminated by # #
23
Agent and Supervisor features
To log in
1. Tap the Incalls soft key.
2. Choose one of the following four login
options:
— For No Supervisor ID, No Priority,
dial the Agent ID # ACD DN 1 #
ACD DN 2 # ACD DN 3 # ACD DN 4
# ACD DN 5 # #.
— For Supervisor ID, No Priority, dial
the Agent ID # Supervisor ID #
ACD DN 1 # ACD DN 2 #
ACD DN 3 # ACD DN 4 #
ACD DN 5 # #.
— For No Supervisor ID, with Priority,
dial the Agent ID # ACD DN 1 #
Priority 1 # ACD DN 2 # Priority 2 #
ACD DN 3 # Priority 3 # ACD DN 4 #
Priority 4 # ACD DN 5 Priority 5 # #.
24
— For Supervisor ID, with Priority, dial
the Agent ID # Supervisor ID #
ACD DN 1 # Priority 1 # ACD DN 2 #
Priority # 2 ACD DN 3 # Priority 3 #
ACD DN 4 # Priority 4 #
ACD DN 5 # Priority 5 # #.
Note: To choose the default Priority
value or Supervisor ID, enter #.
Agent and Supervisor features
3. Choose one of the following:
—Tap the Incalls soft key.
—Tap the NotReady soft key to enter
the ACD queue.
Default Login
When you always use the same phone, use the Default Login to log in
only one time at the beginning of a shift. The Default Login uses the login
of the previous shift to enter the same ACD queues and with the same
Supervisor.
1. Lift the handset.
2. Tap the Incalls soft key.
3. When Enter Agent ID appears on the
screen, use the dialpad to enter the ID.
4. Choose one of the following:
— If the queue requires a Supervisor
ID, press the # key three times.
— If the queue does not require a
Supervisor ID, press the # key two
times.
25
Agent and Supervisor features
5. To join the ACD queue, choose one of
the following:
—Tap the Incalls soft key.
—Tap the NotReady soft key.
Agent Logout
Log out of the system completely or temporarily (NotReady state).
To log out
Choose one of the following:
— To log out completely, press the
MakeSetBusy soft key.
— To log out temporarily, press the
NotReady soft key.
Note: While on an ACD call, tapping the
MakeSetBusy soft key results in
automatic logout when the call finishes.
26
Agent features
Agent features
The following sections describe features available to Agents:
• Answer ACD calls
• Activity code
• Call Forcing
• Emergency
• Not Ready
• Answer or Place Non-ACD calls
• Contact the Supervisor
Answer ACD calls
Use the Incalls key to answer the next queued ACD call on the primary
DN. The Incalls key is located in the lower right-hand corner of the
programmable line/feature keys.
To answer the call
When the Incalls soft key flashes, tap the
Incalls soft key.
27
Agent features
To terminate the call
Choose one of the following:
— Press the Goodbye key.
—Tap the Incalls soft key.
— Tap the individual DN line soft key
(to be removed from the queue).
—Tap the NotReady soft key (to be
removed from the queue, but to
remain logged in as an agent
position) or wait for the caller to
terminate the call.
Use Force Call
Use the Force Call feature to automatically connect to an incoming ACD
call. A time interval is set by the system administrator between each
incoming call.
When calls come in, a short tone indicates the new call. The InCall soft
key changes color, and the ACD call automatically goes to the agent
position. Pressing the Incalls key while call forcing (Auto Answer) is
active disconnects an active ACD call.
To enable call forcing for headset users
1. Log in.
2. Replace the handset.
28
Agent features
3. Press the Services soft key. Set the
On-hook default path to
Headset Enabled.
Use Activity code
You use Activity codes to record the types of activities performed.
To record activities
1. When the Activity soft key is flashing, tap
the Activity soft key.
2. Use the dialpad to enter the Activity
code.
3. Tap the Activity soft key.
If performing multiple tasks, repeat these
steps.
Note: If configured, Activity codes can
be entered while in the NotReady state.
29
Agent features
Use Emergency
Use the Emergency feature to contact the supervisor immediately in an
emergency situation.
1. During an active call, tap the
Emergency soft key.
Note: The Emergency soft key color
changes and remains altered as long as
the feature is active.
When the supervisor answers, a threeway call commences.
2. Tap the Emergency soft key again to
transfer the caller to the supervisor and
terminate access to the caller and
supervisor.
Use Not Ready
Use the Not Ready feature to take the phone out of the call queue while
completing post-call work.
1. Tap the NotReady soft key to
temporarily log out of the system.
Note: The NotReady soft key color
changes and remains altered as long as
the feature is active.
30
Agent features
2. To return to the queue, choose one of
the following:
—Tap the Incalls soft key
—Tap the NotReady soft key.
Place or answer non-ACD calls
Use this feature to place or answer calls on an individual line.
To place a call
1. Tap the individual DN soft key.
2. Use the dialpad to dial the phone
number.
To answer a call
Note: The DN soft key color changes
and remains altered as long as the call is
active.
When the soft key for the individual DN
soft key flashes, tap the DN soft key.
Note: The DN soft key color changes
and remains altered as long as the call is
active.
31
Agent features
Contact the supervisor
Use the Supervisor feature to talk to the supervisor in the following ways:
• answer a call from the supervisor
• answer a call from the supervisor while on another call
• place a call to the supervisor
• conference in the supervisor while on another call
• transfer a call to the supervisor
To answer a call from the supervisor
When the Supervisor soft key flashes, tap
the Supervisor soft key.
Note: The soft key color changes and
remains altered as long as the call is
active.
To answer a call from the supervisor while on another call
1. The Supervisor soft key flashes and a
buzzer sounds.
2. Press the Hold key to put the current call
on hold.
3. Tap the Supervisor soft key.
Tap the flashing line (DN) soft key to
return to the caller on hold.
32
Agent features
To place a call to the supervisor
Tap the Supervisor soft key.
Note: Calls are automatically put on hold
when the Supervisor soft key is used.
To return to the ACD call
Tap the Incalls soft key.
To conference in the supervisor during a call in progress
1. Tap the Supervisor soft key to talk
privately with the supervisor.
2. Tap the Supervisor soft key again for a
conference call.
To transfer a call to the supervisor during a call in progress
1. Tap the Supervisor key.
2. When the supervisor answers, tap the
Supervisor key again.
3. Press the Goodbye key to terminate
access to the call.
33
Agent features
Using Record On Demand key
If this feature is enabled, you can use the Record on Demand (ROD)
feature key to record your telephone conversation.
Press the ROD key to start or stop the call recording. This key is
associated with the active user ID and is displayed only if a call is active.
The ROD key blinks while it is connecting to the call recording application,
and is lit when the call is recording.
The ROD key is displayed in the following scenarios:
• Normal operation - Press the ROD key during an active call to record
the call.
• Call Recording (CR) application in ROD Mode - Press the ROD key
during an active call to record the call
• Bulk Recording - For an active call or unregistered DN/Position ID,
call recording is initiated even though the ROD key is not pressed..
1. Press the ROD key during an active call.
2. To stop the call recording, press the
ROD key again.
Using SAVE key
Use the SAVE feature key to save the recording of an active call. This key
is associated with the active user ID and is operational only if a call is
active.
The SAVE key is displayed in the following scenarios:
• Normal operations - If the SAVE key is pressed during an active call,
the call is saved.
34
Agent features
• CR application in Bulk Record + Save everything mode - Recorded
conversation is saved at the end of the call. If the SAVE key is
pressed, then the call is not saved.
• CR application in Bulk Record + Delete everything mode - Recorded
conversation is deleted at the end of the call. If the SAVE key is
pressed, then the call is saved.
The SAVE key lamp status depends on the status of the call recording. If
the call is to be saved, then the lamp is lit..
1. Press the ROD key during an active call.
2. To stop the call recording, press the
ROD key again.
3. Press the SAVE key to save the
conversation.
35
Supervisor features
Supervisor features
The following sections describe features available to the Supervisor:
• Answer Agent
• Agent key
• Answer Emergency
• Call Agent
• Interflow
• Night Service
• Observe
• Display Agent Status
• Display Queue
Use Answer Agent
Use the Answer Agent feature to receive calls from agents in a nonemergency situation.
1. When the Answer Agent soft key
flashes, tap the Answer Agent soft key.
Note 1: The Agent ID of the contacting
individual displays on the phone.
Note 2: The soft key color changes and
remains altered as long as the call is
active. The status changes to NotReady.
2. Press the Goodbye key to end the call.
36
Supervisor features
Use Agent key
Use the Agent feature to connect, observe, or monitor the status of each
agent position. Each Agent key links to a particular agent position, and
can be used with the Call Agent or Observe Agent keys.
Table 5 lists the four states of the LCD indicator.
Table 5: Agent status
LCD Description
Off Agent is not logged in.
On Agent is logged in but either NotReady or on a
call.
Slow Flashing Agent is waiting for an ACD call.
Fast Flashing Agent is on a non-ACD call.
Use Answer Emergency
Use the Answer Emergency feature to receive calls from agents in an
emergency situation.
1. When the Answer Emergency soft key
flashes, tap the Answer Emergency
soft key.
Note 1: The Agent ID of the contacting
individual displays on the phone.
Note 2: The soft key color changes and
remains altered as long as the call is
active. The status changes to NotReady.
2. Press the Goodbye key to end the call.
37
Supervisor features
Use Call Agent
Use the Call Agent feature to contact an Agent.
1. Tap the Call Agent soft key.
2. Choose one of the following:
— Tap a selected Agent soft key.
— Dial the agent’s Position ID.
3. Press the Goodbye key to end the call.
Use Interflow
Use the Interflow feature to redirect calls when the backlog or wait time
exceeds a predefined threshold.
1. Tap the Interflow soft key.
Note: The Interflow soft key color
changes and remains altered while the
feature is active.
2. Tap the Interflow soft key again to
deactivate the feature and resume
normal call flow.
38
Supervisor features
Use Night Service
Use the Night Service feature to define how calls are handled outside of
business hours.
To activate Night Service
1. Tap the Night Service soft key.
2. Press the 6 key (6 = N for Night) to go
into Night Service.
The Night Service soft key color
changes and remains altered. All calls in
queue and new calls receive night
service.
To transition to Night Service
To deactivate Night Service
1. Tap the Night Service soft key.
2. Press the 8 key (8 = T for Transition) to
activate Transition mode.
The Night Service soft key color
changes and remains altered. All calls in
queue remain in queue and new calls
receive Night Service.
1. Tap the Night Service soft key.
39
Supervisor features
2. Press the 3 key (3 = D for Day) to
resume Day mode.
The Night Service soft key color
changes and remains altered. New calls
enter the queue.
Observe
Use the Observe feature to monitor an agent in a call.
1. Tap the Observe soft key.
2. Choose one of the following:
— Tap a selected Agent soft key.
— Dial the agent’s Position ID.
3. Tap the Call Agent soft key to talk to the
agent being monitored.
4. Tap the Observe soft key to terminate
the observation.
Display Queue
Use the Display Queue feature to access the status of calls in an
ACD queue. The information displayed includes the following:
• number of calls waiting in the queue
• number of agent positions occupied for the queue
40
Supervisor features
• length of time the oldest call has waited in the queue
• number of calls that have overflowed into the queue
To display information on the ACD queue
Tap the Display Queue soft key.
Information on the current ACD queue
appears on the display.
Figure 5: Current status of ACD queue
41
Supervisor features
Display Agent status
Use the Display Agent feature to view a summary of the current status for
all agents who have an agent Position ID key assigned on the
supervisor’s phone.
Tap the Display Agent soft key. The
summary information displays for twelve
seconds or until another feature key is
pressed.
Agent positions in the Not Ready state are
counted as busy on either ACD calls or nonACD calls, as specified by the system
administrator.
Figure 6: Current status of agents
42
Supervisor features
The Display Queue soft key gives a visual indication of the number of
calls in the ACD queue. Table 6 lists the four states for this soft key.
Table 6: Display Queue soft key states
Soft key display Queue status Description
Off Light There are few or no
calls waiting.
On Normal An acceptable
number of calls are
waiting.
Slow Flashing Busy Calls are backing up
in the queue. Calls
overflowing to this
queue are not
accepted.
Fast Flashing Overloaded Too many calls in this
queue. New calls are
overflowed to another
queue.
43
Supervisor features
44
Terms you should know
Terms you should know
Attendant
A telephone operator in your organization.
AutoDial
A telephone number programmed on the AutoDial soft key for
one-touch dialing.
Communication Server 1000
An office communication system.
Copy key
A soft key used to copy entries to your Personal Directory from
other lists, such as the Callers List, Redial List, Corporate
Directory, etc.
Date/Time display
The current date and time when the telephone is in an idle state.
Directory soft key
Enables access to Corporate Directory, Personal Directory,
Redial List, and Callers List.
Directory Number (DN)
A number consisting of one to seven digits for a telephone. Also
known as an extension number.
Expand to PC
A soft key on your telephone used to access external server
applications.
45
Terms you should know
Fastbusy
A signal given when all outgoing lines are busy.
Feature display
An area that shows status information about the feature in use. It
also displays the name and status of the active session.
Fixed key
Any of the hard-labeled keys on your telephone.
Goodbye key
A fixed key used to end an active call.
Handsfree
A method of conversing with the party on the other end of the line
without lifting your handset.
Headset key
A fixed key used to answer a call using the headset.
Hold key
A fixed key used to place an active call on hold.
Information display
Any display of call activity, lists, prompts, and status of calls.
Information line
A 1-line by 24-character area that displays date and time or
application information.
Interrupted dial tone
A broken or pulsed dial tone you hear when you access some
features on your telephone.
46
Terms you should know
Message (Inbox)
A soft key on your telephone that connects to your voice
messaging system when the key is tapped.
Message Waiting indicator/Incoming Call indicator
An LCD or an LED that indicates the status of a feature by the
flash, wink, steady on, or off.
Meridian 1
An office communication system.
More..
An option allowing access to the multiple layers of the soft keys.
Mute key
A fixed key used to listen to a caller without transmitting.
Navigation key
Contains the Up/Down and Left/Right keys used to scroll through
menus and lists appearing on the LCD display screen.
Off-hook
Any line selected to make a call or receive an incoming call.
The term off-hook is applied whether (a) the end user lifts up the
handset, (b) the end user presses a line key, (c) the call is
automatically answered at the set, or (d) a line is automatically
selected for an outgoing call.
Outbox/Shift key
A soft key used to switch between two feature key sets to provide
access to an additional six lines/features.
Primary Directory Number
The main extension number on your telephone.
47
Terms you should know
Programmable line (DN)/feature soft keys (self-labeled)
The six soft keys located in the upper area of the display.
Quit key
A soft key on your telephone that is used to exit applications.
Ringback/ring tone
A sound indicating that a call you have made is ringing at its
destination.
Services key
A soft key used to access options, such as Telephone Options,
Password Admin, Display Network Diagnostics Utilities, Virtual
Office Login, Virtual Office Logout, Test Local Mode, and Resume
Normal Mode.
Soft keys
A set of keys programmed by your system administrator. These
four keys, located in the middle of the display area, have four
programmable layers that are accessed through the More.. soft
key. These keys are also used to configure parameters in the
Telephone Options menu.
Speaker key
A fixed key used to activate Handsfree.
Special dial tone
The three consecutive tones followed by dial tone that you hear
when accessing telephone features.
48
Status messages
A message displayed to inform the user of important information.
A right arrow appears if more than one status message is
present. Examples of status messages include: Message
Waiting, All Lines Forwarded to: 6453, Do Not Disturb On, Ring
Again Active, Ringer is OFF, and Line x Unavailable.
System or Switch
Your office communication system.
Switchhook
A button that the handset depresses, disconnecting your call
when you replace the handset. When lifted, the handset releases
the switchhook, and you either answer an incoming call or you
receive a dial tone to make a call.
User interface
Screen displays that interact with the end user as a result of an
action or event.
Terms you should know
Volume control bar
A rocker bar you press to increase or decrease the volume of the
ringer, handset, headset, speaker, and the Handsfree feature.
49
Terms you should know
50
Regulatory and safety information
Regulatory and safety
information
This equipment has been tested and found to comply with the limits for a Class B
digital device, pursuant to part 15 of the FCC Rules. These limits are designed to
provide reasonable protection against harmful interference in a residential
installation. This equipment generates, uses and can radiate radio frequency
energy and, if not installed and used in accordance with the instructions, may
cause harmful interference to radio communications. However, there is no
guarantee that interference will not occur in a particular installation. If this
equipment does cause harmful interference to radio or television reception, which
can be determined by turning the equipment off and on, the user is encouraged to
try to correct the interference by one or more of the following measures:
• Reorient or relocate the receiving antenna.
• Increase the separation between the equipment and receiver.
• Connect the equipment into an outlet on a circuit different from that to which
the receiver is connected.
• Consult the dealer or an experienced radio/ TV technician for help.
Note: The user should not make changes or modifications not expressly
approved by Nortel Networks. Any such changes could void the user’s
authority to operate the equipment.
This Class B digital apparatus complies with Canadian ICES-003. Cet appareil
numérique de la classe B est conforme à la norme NMB-003 du Canada.
Warnings:
• This is a Class B product. In a domestic environment this product can cause
radio interference in which case the user must take adequate measures.
• Operation is subject to the following two conditions: (1) this device may not
cause interference, and (2) this device must accept any interference,
including interference that may cause undesired operation of the device.
この装置は、情報処理装置等電波障害自主規制協議会（ＶＣＣＩ）の基準に基づくクラス
B情報技術装置です。この装置は、家庭環境で使用することを目的としていますが、この
装置がラジオやテレビジョン受信機に近接して使用されると、受信障害を引き起こすこと
があります。
取扱説明書に従って正しい取り扱いをして下さい。
51
Regulatory and safety information
Table 7 lists EMC compliance for various jurisdictions.
Table 7: EMC Compliance
Jurisdiction Standard Description
United States FCC CFR 47
Part 15
Canada ICES-003 Class B Emissions: Interference-Causing
Australia/New
Zealand
European
Community
Japan
AS/NZS 3548
CISPR 22
EN 55022 Class B Emissions: Information technology
EN 55024 Information technology equipment - Immunity
EN 61000-3-2 Limits for harmonic current emissions
EN 61000-3-3 Limitation of voltage fluctuations and flicker in
VCCI Regulations for voluntary control measures.
Class B Emissions: FCC Rules for Radio
Frequency Devices
Equipment Standard: Digital Apparatus
Class B Emissions: Information technology
equipment - Radio disturbance
equipment - Radio disturbance
characteristics
Limits and methods of measurement
(equipment input current <= 16 A per phase)
low-voltage supply systems for equipment with
rated current <= 16 A
Table 8: Safety
Jurisdiction Standard Description
United States UL 60950-1 Safety of Information Technology
Equipment
Canada CSA 60950-1-03 Safety of Information Technology
Equipment
European
Community
Australia/New
Zealand
EN 60950-1 ITE equipment - Safety - Part 1:
General requirements
AS/NZS
60950.1:2003
Safety of Information Technology
Equipment
Other Safety Approvals: IEC 60950-1: ITE equipment - Safety - Part 1:
General requirements
52
Regulatory and safety information
Other
US/Canada: Hearing Aid Compatibility (HAC) as per FCC Part 68
This equipment complies with the CE Marking requirements.
Australia: AS/ACIF S004: Voice Frequency Performance Requirements for
Customer Equipment
EU Countries: This device complies with the essential requirements and other
relevant provisions of Directive 1999/5/EC. A copy of the Declaration may be
obtained from http://www.nortel.com/corporate/community/environment/life_cycle/
declarations.html or Nortel Networks GmbH address: Ingolstaedter Strasse 14-18,
80807 Munich Germany.
DenAn regulatory notice for Japan
53
Regulatory and safety information
54
Index
Index
A
About the IP Phone 2007 7
Activity code 29
Agent and MQA login options 23
Agent and Supervisor features 21
Agent features 27
Agent key 37
Agent login 21
Agent logout 26
Answer ACD calls 27
Answer Agent 36
Answer Emergency 37
Attendant 45
AutoDial 45
B
Basic features 7
C
Calibrate the touch panel 17
Call Agent 38
Cleaning the telephone screen 17
Communication Server 1000 45
Contact your supervisor 32
Copy key 45
D
Date/Time display 45
Default login 25
Directory key 45
Directory Number (DN) 45
Display Agent status 42
Display Queue 40
E
Emergency 30
Expand to PC key 45
F
Fastbusy signal 46
Feature display 46
Fixed key 46
Force Call 28
G
Goodbye key 9, 46
H
Handsfree 46
Headset key 10, 46
Hold key 9, 46
I
Indicator status 47
Information display 46
Information line 46
Interflow 38
Interrupted dial tone 46
L
Local Area Network 7
Login with Agent ID and MQA 22
55
Index
M
Meridian 1 47, 49
Message (Inbox) 47
Message waiting indicator 47
More key 47
Mute key 10, 47
N
Navigation keys 9, 47
Night Service 39
Not Ready 30
O
Observe 40
Off-hook 47
Outbox/Shift key 47
P
Paging tone 47
Place or answer non-ACD calls 31
Primary Directory Number 47
Programmable line (DN)/feature
keys (self-labeled) 48
Speaker key 10, 48
Special dial tone 48
Status messages 49
Supervisor features 34
Switchhook 49
System or Switch 49
T
Touch panel 16
cleaning 17
U
User interface 49
V
Volume control bar 9, 49
Q
Quit key 48
R
Regulatory and safety information
51
Ringback/ring tone 48
S
Services key 48
Soft keys (self-labeled) 48
56
Nortel Communication Server 1000
IP Phone 2007
Call Center User Guide
Copyright © 2005–2010 Nortel Networks
All Rights Reserved.
LEGAL NOTICE
While the information in this document is believed to be accurate and reliable,
except as otherwise expressly agreed to in writing NORTEL PROVIDES THIS
DOCUMENT "AS IS" WITHOUT WARRANTY OR CONDITION OF ANY KIND,
EITHER EXPRESS OR IMPLIED. The information and/or products described in
this document are subject to change without notice.
Nortel, the Nortel logo, the Globemark, SL-1, Meridian 1, and Succession
are trademarks of Nortel Networks.
All other trademarks are the property of their respective owners.
Publication Number: NN43118-102
Document Release: Standard 04.01
Date: June 2010
Produced in Canada
To provide feedback or report a problem in this document,
go to www.nortel.com/documentfeedback.
www.nortel.com
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