AltiGen comm MAXCS 88 MaxAgent Manual
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MaxAgent Manual 65 Forwarding All Calls When you configure your MaxAgent to forward all calls, the information is displayed in the status bar. For example if you choose to forward all calls to an auto attendant, you will see this in the status bar: Forwarding calls to an external number is not allowed in MaxAgent. Do Not Disturb If you check Enable Do Not Disturb, all incoming calls are forwarded according to your Enable Busy Call Handling settings, described below. Checking Enable Do Not Disturb here has the same effect as clicking the DND button in the MaxAgent main window. Busy Call Handling and No Answer Handling You can use these options to specify how you want to handle incoming calls when you’re already on the phone or when you can’t answer the phone, for example, when you’ve checked Enable Do Not Disturb. If you want to use the auto attendant and you don’t know the number of the phrase or menu you want to use, check with your system administrator. Place call in queue is available only if your system administrator has enabled queuing for you. Number of Rings Before Forwarding The Number of Rings Before Forwarding setting pertains to almost all the options on this screen. It is the number of times the phone rings before the system forwards the call to an extension, voice mail, or the auto attendant. To have MaxAgent automatically pick up the call, check the Enable Automatic Answering after x Seconds check box and use the arrow keys to choose the number of seconds.
66MaxAgent Manual Note:The default setting is 0 seconds. If the duration is set to 0, all incoming calls will go to connect state right away. Neither caller nor callee will hear a ring tone. Automatically Answer After XX Seconds You can the client to automatically answer calls via your Polycom phone. This option works with the Use Polycom Phone to Make or Answer Calls option. Refer to the MAXCS Polycom user guides for instructions on how to configure this option, along with other Polycom features. The user guides for the various Polycom models can be found on AltiGen Communication’s MAXCS web site: http://maxcs.com/support/current-manuals/ Call Waiting Options Call waiting options are available only if the Enable Busy Call Handling check box has been checked, but this option is available only for non-workgroup calls. •Single Call Waiting — sets up single call waiting. This feature gives an alert tone (audio beep) to indicate that a call is waiting. Single Call Waiting must be selected in order to conference incoming calls. •Multiple Call Waiting — enables a “non-workgroup queue” of multiple calls waiting. You must also select the Place Call In Queue option under Enable Busy Call Handling to enable this option. This allows you to transfer or park the current call before picking up the next call in queue. •Live Call Handling — when enabled, allows a caller to hear a ringback tone when the called party is in voice mail, paging, transfer, or conference state. One Number Access (ONA) If you are expecting calls that you want to receive regardless of where you are, you can have the system forward those calls to you. You must specify the Caller IDs for the calls you want forwarded, and the numbers where you can be reached. If the system is unable to connect the call (can’t identify a Caller ID or can’t reach you at any of the numbers you specify), the call is sent to your voice mail.
MaxAgent Manual 67 When you answer an ONA call, you may be required to enter your extension password, depending on the configuration for your extension set by your system administrator Before You Set Up ONA •ONA must be enabled for your extension by your system administrator. •The settings on your MaxAgent Call Handling tab must not conflict with ONA. Specifically: •Enable Do Not Disturb m u s t n o t b e c h e c k e d . I f i t i s , w h e n your line is busy, all calls will go into voice mail and not to the ONA forwarding numbers you specify. •Enable Forward to must not be checked. If it is, all calls will be forwarded according to this setting. See “Call Handling” on page 64 for details on these settings. Setting Up One Number Access To set up one number access, 1. Click Extension > One Number Access in the Configuration window. 2. Select the times you want to be available to ONA callers.
68MaxAgent ManualIf you choose Enable schedule based access, you can set up to four different schedules. 3. Check Enable Call Screening if you want the system to prompt the ONA caller to record a caller name to continue ONA. 4. If you want, check Verify Caller ID based on the following and then specify the incoming phone numbers for ONA. If ONA finds one of these numbers on an incoming call, it will forward the call to you. You can enter up to 10 phone numbers in the Caller ID Verification fields. For local numbers, use 7 digits (5555555). For long distance numbers, use 10 digits—area code + local number. Note:If you enter no numbers in the Caller ID Verification fields and ONA is enabled, ONA is made available to every caller. Using a Password You can use a Caller ID Verification field to enter a password number such as “5555” so that a caller who knows this password can use ONA to find you, regardless of where they are calling from. Tell the caller to dial 1 during your personal greeting and then enter the password. 5. Enter the Forwarding Numbers to be used by the system to find you when ONA is active. You can set up to four different numbers—extensions or outside numbers. For outside numbers, use the drop-down list to select the trunk access Check a Schedule box and choose the times you want to be available for ONA from the drop-down lists.
MaxAgent Manual 69 code you want to use. Specify whether the number is an extension or outside number and if a password is required. When ONA is active, the system dials the forwarding number(s) in the order from Forwarding Number 1 through Forwarding Number 4. Note that this number order does not correspond to the Schedule order—for example, Forwarding Number 2 is not used first during Schedule Number 2. Note:If your system administrator has not configured your extension to require you to enter your extension password when answering an ONA call, then a call forwarded via ONA that is picked up by a voice mail box, fax machine, or answering machine will connect, and will not try any subsequent Forwarding Numbers. Therefore, if you want ONA to use such an option as a last resort, it should be Forwarding Number 4. You can set the ONA ring duration from 5 to 45 seconds using the Ring drop-down lists. Default value is 20 seconds. The system will ring the ONA target during the specified time limit. If the ring time exceeds 30 seconds, the system will play a phrase every 15 seconds (playing time is included in ring time). Message Notification You can specify how and when you’d like to be alerted to new messages when you’re away from your desk. Click Extension > Message Notification in the Configuration window to display the Message Notification configuration screen.
70MaxAgent Manual You can set these notification options: •The types of messages about which you want to be alerted: none, urgent voice messages only, or all voice messages. •Schedule — Select during what hours you want to be alerted. •How and where to notify you — Select an option in the Notification or Reminder Message by calling section. If you want to use an outside number, use the drop-down list to select the trunk access code, and then type in the number. •Voice Mail Groups — You can set up and edit voice mail groups. Note:You can also configure Message Notification through the AltiGen Voice Mail System. Working with Voice Mail Groups (Distribution Lists) You can set up voice mail groups (distribution lists) to forward messages to multiple recipients at the same time. You can set up to 100 personal voice mail (VM) groups, each with 64 members. Group members can be any extension or another voice mail group. There are two types of voice mail groups you can use: •System-based groups are set up by the system administrator. You can use but not edit these lists in MaxAgent. You can, however, add a comment that is displayed in your MaxAgent.
MaxAgent Manual 71 •Personal groups can be set up and modified in MaxAgent or in your AltiGen Voice Mail System. Working on Voice Mail Group Lists To work on your personal voice mail groups, on the Message Notification page, click the VMGroup Edit button. The following dialog box appears:
72MaxAgent Manual Creating a Personal Voicemail Group 1. Click the New button in the VM Group Edit dialog box. 2. Click the drop-down list to select a Group ID. 3. Enter the VM Group Name and any Comments. These are optional but will help you identify the group. 4. Select the member extensions by selecting the check box next to each extension. 5. When finished, click OK. Click the Clear button to deselect all extensions or click Cancel to exit without saving your edits. Updating a Personal Voicemail Group 1. Click the VM Group Edit button. The VM Group Edit dialog box opens. 2. Select the group you want to change, and click the Change button. 3. Make any changes you need to make for the group name, comments, or members. To add or remove a member, select or deselect the check box next to the extension. 4. Click OK.
MaxAgent Manual 73 Call Alert Options If you want MaxAgent to inform you when you have a call, specify your desired method(s) in the Configuration window’s Options > Alert screen. You can set these alert options: •Disable — Disable screen pop. •Screen Pop — When a new call comes in while MaxAgent is minimized on the taskbar, the MaxAgent main window pops up. You can then answer the call or perform other MaxAgent actions. For MaxAgent to pop up, you cannot have closed the application entirely. •Inbound call alert — When a new call comes in, a window pops up and gives you the option to answer the call or send it to voice mail: •Audio Beep — Your computer beeps you when you have a call. •Auto Close — The pop up window closes once you have finished with the call. Answer Send to VM
74MaxAgent Manual •Waiting time longer than — A message window pops up when a call has been waiting in queue longer than the time you specify here. You must close the window manually. •Calls in queue exceed — A message window pops up when the number of calls in queue exceeds the number you specify here. You must close the window manually. The window shows the “exceeds” alert only when the threshold is first crossed. For example, if you have configured your MaxAgent to show the alert when calls in queue (CIQ) exceeds 3, the window will pop up only when CIQ changes from 3 to 4; it will not pop up again when CIQ changes from 4 to 5 or more. Voice Mail Play Options Choose Options > Play Voicemail in the Configuration screen to set voice mail play options. You can choose to play your messages on your phone set, or play them on your sound card and speakers. If you choose to play them on your sound card, you can have the message play as it downloads, or you can download it completely and play it on an external media player.