AltiGen comm MAXCS 88 MaxAgent Manual

MaxAgent Manual 75
CRM Integration
MaxAgent can access phone numbers from your Microsoft Outlook, 
Outlook Express, ACT!, or GoldMine® database. During installa-
tion, the install program reads which applications you have in-
stalled on your computer. 
Configure CRM integration in the Configuration window’s 
Integration screen:
Use Database Selector — Check this to allow integration of your 
company’s CRM database with MaxAgent, then select your CRM 
program from the Select current database drop-down...

76MaxAgent Manual For Screen Pop — Check this if you want a contact’s contact page 
to pop up when you get a call from that contact.
Match Digits — Select the number of digits to match for caller ID. 
Matching starts from right and moves left. This option is for calls 
that go through IP and for international calls that have a digit 
prepended, like 0. For example, if you choose 7 (the default) in the 
Match Digits field, and the number is 10.10.10.6- 915102529712, 
MaxAgent would match the last 7...

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Theme Selection
Choose the display theme of your MaxAgent in the Configuration 
window’s Customization > Theme Selection screen. 
Select a theme and click Apply to see the change, or click OK to 
accept the theme. The theme changes without restarting 
MaxAgent.
Server Time
You can choose whether to display the server time on the status 
bar. Choose Customization > Server Time.
If you choose to display the server time, it appears here on your 
status bar: 

78MaxAgent Manual
IPTalk
If you’re using IPTalk, set the options in the IPTalk configuration 
screen:
•Echo Suppression — Check this check box if you are 
experiencing echo. 
•ToS(Hex) — The ToS byte indicates the type of service. For 
IPTalk, you need high priority service, and the default of “0” 
set here indicates high priority service. However, if your 
company router supports DSCP EF, then set this field to “A0”. 
The ToS value is gateway-based. For guidance, see your 
system administrator. 

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•802.1 — This setting is related to the priority given to voice 
packets traversing your network. For guidance on setting this 
value, see your system administrator.
•From the Voice Through drop-down list, choose the sound 
card that will carry the incoming and outgoing voice. It could 
be a sound card in your computer, or it could be a USB-based 
sound card in your headset system.
•From the Ring Through drop-down list, choose the device 
that will carry the incoming ring. When you’re...

80MaxAgent Manual The Enable IPTalk Log check box is available only if you’re using 
IPTalk. The Application log is for MaxAgent. 

MaxAgent Manual 81
CHAPTER 6
Using MaxCall
MaxCall is intended for agents involved in marketing campaigns 
and other campaigns where the same message must be delivered 
over and over. Using MaxCall, you can record scripts, called 
phrases. Then, when you dial a call and the other party answers, 
by clicking a button you can hand the call over to the MAXCS 
system, which then plays the phrase you selected. This frees your 
extension to make the next call. The feature is available on the 
MaxCall tab. 
A...

82MaxAgent Manual The MaxCall tab has the following columns:
•Phrase — List of phrases, or scripts, that you have recorded. 
These are stored on the MAXCS server.
•Date — The date the phrase was recorded or last modified.
•Duration — The duration of the phrase in hh:mm:ss format.
•Notes — Notes you enter about the phrase. Double-click the 
Notes cell to enter notes.
The drop-down list at the bottom displays campaign names and 
the transmit caller ID for each campaign.
Using a Phrase
1. From the Campaign...

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Recording a Phrase
To record a message to add to the phrase list, 
1. Click the Add/Review Phrase button.
2. Select the Record button.
3. Enter a name in the Phrase Name text box.
4. Click the Record button. Your phone will ring.
5. Answer the phone and record the message.
6. Click the Stop button. The message is saved as a phrase on 
MAXCS, and MAXCS notifies you and adds the new phrase to 
the phrase list in MaxCall. The length of the phrase is added to 
the Duration column....

84MaxAgent Manual 7. You can delete the phrase after listening or simply exit the 
dialog box.