Mitel 5340 IP, 5330 IP User Manual

Mitel
ACD AGENT QUICK REFERENCE GUIDE
3300 IP Communications Platform
Mitel 5330 IP, 5340 IP Phones
This card describes the basic features available to Agent phones with standard programming. Your phone may be programmed in a different way. Consult your system administrator if you need further information.
A SUPERKEY feature key must be programmed on your set to access ACD features. Contact your system adminstrator if you require assistance.
Supervisor Override
The supervisor can monitor your ACD calls and join in if necessary. A warning tone sounds before the override starts, and then repeats at regular intervals until the supervisor hangs up.
Getting Help
Use the Request Help softkey on your phone to signal your supervisor that you need help with a threatening or abusive caller. The supervisor responds by silently monitoring the conversation, and then joining in if necessary.
Press SUPERKEY.
Press the No softkey repeatedly until
REQUEST HELP? appears.
Press the Ye s softkey
Enter the supervisor’s Agent ID or
extension number.
Press the Enter softkey.
For More Information
For additional information on using your phone, download the user guide from the Mitel Networks Documentation (eDocs) website - http://edocs.mitel.com/UG/ index.html
Login/Logout
To log in as a traditional agent:
Press SUPERKEY. “AGENT LOGIN?” is displayed.
Press Yes.
Dial your Agent ID number and press
Enter.
To log in as a hot desk ACD agent or ACD Express agent:
Press HotDesk. “NO USER LOGGED IN” appears in the display.
Press Login. “ENTER YOUR EXT#” is displayed.
Dial your Agent ID number and press
OK. “Enter your PIN” appears.
Enter your PIN and press OK.
To log out:
Press SUPERKEY.
Press the No softkey repeatedly until
AGENT LOG OUT? appears.
Press Agent Logout. After a few seconds, LOGGED OUT appears on the display.
Answering Calls
Auto Answer
Auto Answer alerts you to a call by sounding a brief tone and automatically connecting you to the caller. To end the call, press CANCEL.
To enable or disable Auto Answer:
Press SUPERKEY.
Press the No softkey repeatedly until
AUTO ANSWER? appears.
Press the Tur n O n or Turn O f f softkey.
IMPORTANT! Never leave your phone unattended while Auto Answer is on.
Headset Operation
Your administrator may have enabled full­time headset operation on your phone. Such phones cannot be operated with a handset.
A headset can be used in regular answer mode or with Auto Answer.
Handling calls with a headset (no feature control switch)
To answer a call (Auto Answer off):
Press the flashing Line key.
To hang up
Press the Hang Up softkey or
CANCEL.
Handling calls with a headset (with feature control switch)
To answer a call (Auto Answer off):
Press the flashing Line key
-Or­Quickly press and release the Control
Switch.
To mute the headset microphone:
Press and hold the Control Switch.
To hang up
Quickly press and release the Control Switch
-Or­Press CANCEL.
Enabling or Disabling Headset Operation (on phones not programmed for full-time headset operation)
Press the HEADSET key
-Or­Connect or disconnect the headset at the
quick-disconnect plug. (Headset with feature control switch only.)
Making Calls
Internal Calls
Dial the number manually
-Or­Press a Speed Call key.
External Calls
Dial the outside line access code (usually “9”). You hear dial tone.
Dial the number manually
-Or­Press a Speed Call key or REDIAL.
M Mitel (design) is a registered trademark of Mitel Networks Corporation. © 2009, Mitel Networks Corporation. All other products and services are the trademarks of their respective holders. All rights reserved.
ACD AGENT QUICK REFERENCE GUIDE
After Work Timer
After ending a call, you will be allowed a certain amount of time to complete the work generated by the call before another one is presented.
You have the option of canceling the timer and accepting another call before the timer expires.
To cancel the After Work Timer:
Press CANCEL.
Note: Making a call or answering another
non-ACD call automatically cancels the timer. Be prepared to answer another ACD call when you hang up
Make Busy
This feature makes your phone unavailable for ACD calls without logging out. Use it for coffee or lunch breaks or if you need more time to handle paperwork between calls.
To make your phone busy:
n Press SUPERKEY.
o Press the No softkey repeatedly until
MAKE BUSY? appears.
p Press the Turn Off or Turn Off
sofkey.
Queue Status
The LED in the Queue Status key and/or ringing patterns indicate the status of your Agent Group as follows:
Visual Indication Audible Indication Meaning
Off None No calls waiting in queue
On Single ring
Slow flash None
Fast flash Double ring
Calls waiting less than 1
Calls waiting between 1 period
Calls waiting longer than 2
st
threshold time period
st
and 2nd threshold time
nd
threshold period
Hold
You can place your current call on hold (ACD or non-ACD), and return to it later.
To place a call on hold:
Press Hold. The Line key associated with the call flashes.
To return to a call on hold:
Press the flashing Line key.
Conference
If you need to include your supervisor or other ACD agent in a three-way call:
n While connected to the ACD call, press
TRANS/CONF.
o Dial the ACD ID or extension number
of the supervisor or agent.
p Wait for an answer.
q Press TRANS/CONF.
To leave a Conference:
Hang up. The other parties remain connected.
Transfer
To transfer an active call to your supervisor or another ACD agent:
n While connected to the ACD call, press
TRANS/CONF.
o Dial the ACD ID or extension number
of the supervisor or agent.
p Do one of the following:
To complete the transfer, hang up.
To announce the transfer, wait for
an answer, consult, and then hang up.
To cancel the transfer and reconnect the ACD call, press CANCEL.
Press the flashing Line key.Pressing the Queue Status key displays information for your Agent Group from left to right:
your Agent number
number of calls waiting to be answered
the longest time a call has been waiting
Pressing the NAME softkey (if available) displays the name of your Agent Group.
To exit, press SUPERKEY
M Mitel (design) is a registered trademark of Mitel Networks Corporation. © 2009, Mitel Networks Corporation. All other products and services are the trademarks of their respective holders. All rights reserved.
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