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ATT DEFINITY Communications System CallVisor ASAI Instructions Manual
ATT DEFINITY Communications System CallVisor ASAI Instructions Manual
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bbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbb bbbbb Planning the CallVisor ASAI Configuration 1 bbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbb This chapter describes the considerations, decision points, and planning tasks required to implement a DEFINITY CallVisor ASAI application. It is provided as a guide for the person planning and coordinating the implementation of CallVisor ASAI. The tasks described include planning activities to be completed before and after a sales contract for CallVisor ASAI has been signed. Figure 1-1 shows a road map of the planning activities needed to implement a CallVisor ASAI application. Issue 4 September 1995 1-1
Planning the CallVisor ASAI Configurationbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbb bbbbbbbbbbbbbbbbbbbbb . Fill out Appendix C DEFINITY Communications System Network Services Computer Application Designate Project Coordinator Perform Detailed Configuration and Application Analysis Order Components . . . . Develop Implementation Plan and Timelines Select Maintenance Support Install Components Select Host Environment Define CallVisor Application and Preliminary Configuration Test Overall ConfigurationCheck Sample Configurations (Appendix A) Fill out Appendix B . . bbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbb Figure 1-1. CallVisor ASAI Planning Tasks 1-2 Issue 4 September 1995
Planning the CallVisor ASAI Configurationbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbb You should plan for the changes and improvements that will occur in your operations and systems as a result of adding a CallVisor ASAI application. For example, by reducing the amount of time customer calls are on hold or waiting in queue, a CallVisor ASAI application can improve the productivity of agents and the use of trunk facilities. You can take advantage of this in one of two ways: You can improve customer service by keeping the same number of agents and reducing the Average Speed of Answer (ASA). ASA is the average time, computed by the AT&T Call Management System (CMS), that callers wait in queue before reaching an agent. You can save money by reducing the number of agents and keeping approximately the same ASA. AT&T products and services are available to meet your requirements for planning, coordinating, installing, verifying, and providing ongoing support for a CallVisor ASAI solution. For more information on CallVisor ASAI service offerings, see Chapter 3, ``Service Offerings, or contact your AT&T representative. Define the CallVisor ASAI Application and Primary Configuration bbbbbbbb The first step in planning a CallVisor ASAI configuration is to define the application. You and your AT&T representative must be able to describe the business needs addressed by the application and provide in words or diagrams a high level description of the application. Consider each part of your current operation and how it can be improved. For example, you might want an application that uses the Calling Party Number/Billing Number (CPN/BN) or Voice Response Unit (VRU) collected digits to provide answering agents with an appropriate data screen. You might also want to originate calls to customers based on a computer-generated list of telephone numbers and only deliver answered calls to agents. When examining your current operations, you might want to look over your 800-service records (your long distance service provider can provide these). If AT&T provides your long distance service, your AT&T representative can help you obtain and interpret this information. It may be helpful to create a table showing possible improvements in operations. An example follows. Issue 4 September 1995 1-3
Planning the CallVisor ASAI Configurationbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbb Table 1-1. Proposed CallVisor ASAI Improvements (Example)bbbbbbbbbbbbbbbbbbbbb Operation Proposed Change with CallVisor ASAI bbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbb bbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbb Credit Verification Use CPN/BN to automatically search for accounts. New Accounts Save CPN/BN to analyze advertising effectiveness. Use Dialed Number Identification Service (DNIS) to allow agents to handle both credit extension and verification calls. Credit Extension Use DNIS to trigger a voice script automatically and save VRU ports. Voice Response Use CPN/BN to verify caller identification. Use 90 days past due records to call customers automatically when incoming traffic volumes are low. Collections Have User to User Information (UUI) pass customer information to a more lightly loaded Automatic Call Distributor (ACD) or another DEFINITY G3 switch. Customer Service c c c c c c c c c c c c c c c c c c c c c c bbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbb Once you have selected areas for improvement, identify the impact these changes will have on current operations. Agents and personnel involved in current operations may need additional training as a result of the impact of CallVisor ASAI. Your AT&T representative can work with you to define the DEFINITY CallVisor components needed for your CallVisor ASAI application. When you define your CallVisor ASAI configuration, you must include: Estimated Busy Hour Call Completions (BHCCs) Number of agents/stations Overall call flow/scenario1 CallVisor ASAI capabilities to be used Proposed host computer Selection of traditional ACD or EAS method of operation (Expert Agent Selection involves agent skills.) aaaaaaaaaaaaaaaaaaa 1. Call Flow represents the percentage of total calls that receive various call treatments during the busy hour (peak traffic time). For example, 10 percent of the calls are answered immediately, and 90 percent of the calls queue or wait for an available agent. Of the 90 percent that queue, 50 percent listen to one announcement before being delivered to an agent, and 50 percent listen to two announcements before being delivered to an agent. See Appendix A, ``Sample Models, and Appendix C, ``Call Center Operations Worksheet, for examples. 1-4 Issue 4 September 1995
Planning the CallVisor ASAI Configurationbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbb Appendix A presents sample preliminary configurations to help you decide if a DEFINITY G3i Communications System is the right system for you. Otherwise, a DEFINITY G3r Communications System may be more appropriate for your particular application. Your AT&T representative can provide you with additional information on these sample configurations and contact the AT&T Technical Response Center (TRC) for additional help. Designate Host Computer Environment and Application Provider bbbbbbbb Using the application and configuration defined earlier, and your computing preferences as guidelines, select the appropriate computing platform, application provider, and configuration. Involve your Management Information System (MIS) person, computer platform representative, and software vendor provider at this point. Note that the software application can be: An existing software application that needs to be modified to work with CallVisor ASAI A new software application that works with CallVisor ASAI Work with your computer platform representative to determine the specific computer system needed to support CallVisor ASAI and your application, at the traffic level you require. If you do not have a preferred computer platform or software provider, your AT&T representative can provide additional options, including AT&T computer vendor partners, Independent Software Vendors (ISVs), Value Added Resellers (VARs), and AT&T special development proposals. For more information regarding AT&T computer vendor partners, see Chapter 2, ``Installation Tasks. For a list of the CallVisor ASAI functions supported by AT&T vendor partners, see Appendix E. Select Project Coordinatorbbbbbbbb After you have decided to implement a CallVisor ASAI application, assign a project coordinator, if one has not already been selected. The project coordinator must prepare a master plan for the design, implementation, maintenance, and monitoring of all products involved in your CallVisor ASAI application. The project coordinator must also prepare and review with all vendors the acceptance criteria used for the project. These criteria should cover performance, response time, problem detection, disaster recovery targets, and procedures. It is recommended that the project coordinator be familiar with DEFINITY Communications System call flows, CallVisor ASAI capabilities, and feature interactions. Appendix B provides a CallVisor Needs Assessment Questionnaire that must be completed before AT&T provides any services to you. Appendix D provides a sample completed CallVisor Needs Assessment Questionnaire as a reference. Issue 4 September 1995 1-5
Planning the CallVisor ASAI Configurationbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbb If you do not have a project coordinator, AT&T offers, under a separate implementation contract or service offering, Single Point of Contact (SPOC) services for planning and installing your CallVisor ASAI application. As part of this service, AT&T will assign a trained Project Manager to work with you and other vendors involved in the CallVisor ASAI application to coordinate all planning and installation aspects. CallVisor ASAI applications often involve coordination among five different vendors (DEFINITY Communications System, computer, application, network services provider, and adjuncts [for example, Voice Response Unit]). AT&Ts knowledge of your DEFINITY Communications Systems call handling functionality allows AT&T to effectively coordinate all aspects of a CallVisor ASAI implementation. You can also designate your own project coordinator and use AT&Ts consultation services for the AT&T components of your CallVisor ASAI application. For additional information regarding AT&T service offerings, see Chapter 3, ``Service Offerings. Define Detailed Configuration and Application Analysis bbbbbbbb Next, a detailed configuration must be prepared. This configuration should include the following: Expected call traffic and busy hour call volumes Detailed call scenarios/call flows, including: Ð Vectors, Vector Directory Numbers (VDNs), and Automatic Call Distribution (ACD) splits used (EAS only) Ð Vector treatments, prompts, announcements, and routing decisions Ð CPN/BN, DNIS, and lookahead interflow trunks Ð Dialed digits treatment (deletion and insertion) Ð Switch dialing plan Ð Information passed between adjuncts on the same or different switches using UUI Use of BRI or Ethernet transport Selection of traditional ACD or EAS operating environment Number of stations or ACD agents (EAS only) and logical agents Hardware and software requirements (for example, programming environment, and transactions per seconds) Network services used (for example, INFO 2, MegacomÒ800, ISDN Primary Rate Interface [PRI]) Additional adjuncts used (for example, CMS, AUDIXÒVoice Messaging System, and CONVERSANTÒVoice Information System) CallVisor ASAI messages used 1-6 Issue 4 September 1995
Planning the CallVisor ASAI Configurationbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbb Need for Answering Machine Detection for predictive outbound applications Need for multiple applications to monitor the same ACD splits or VDNs Need for applications to provide digits for switch dial-ahead buffer (call prompting) (This request can be made only when routing a call.) Need for applications to request digit collection into the switch dial-ahead buffer (This request can be made only when routing a call.) International considerations. Specifically, when ASAI is used in certain countries, the ability to do switch-classified calls must be turned off. MultiQuestÒFlexible Billing considerations. (See ``Planning for Flexible Billing later in this chapter.) The Project Manager must verify that the detailed configuration can be supported by all the proposed components (for example, network services, switch, computer, and application). This is an iterative process with each cycle producing a more refined and detailed configuration. AT&T provides consultation services for the DEFINITY CallVisor ASAI pieces of your application. The AT&T Design Center, at 1 800 521-7872, will be able to estimate DEFINITY Communications System and ASAI link capacities for your particular configuration. Appendix C contains the Call Center Operations Worksheet that must be completed by the AT&T Account Team before contacting the AT&T Design Center. !CAUTION: The proposed configuration should be reviewed with extreme care to detect any possible areas where the application may allow unauthorized transfers. Order Componentsbbbbbbbb After you have completed the previous step, you must order the necessary DEFINITY Communications System and computer components. You might also want to select a different project coordinator for the implementation part of the project. Issue 4 September 1995 1-7
Planning the CallVisor ASAI Configurationbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbb Develop Implementation Plan and Timelines bbbbbbbb Your project coordinator or the AT&T Project Manager (if you contract for Single Point of Contact services) must develop an implementation plan and master schedule to assign and track all milestones and vendor activities needed to implement your CallVisor ASAI application. This includes periodic checks with all vendors to verify that the project is progressing as scheduled and to resolve any conflicts or issues. A detailed equipment room layout and environment assessment (for example, power and cooling considerations) must also be prepared at this point. The following tables provide sample worksheets to help you plan your implementation. Table 1-2. Sample Implementation Worksheet bbbbbbbbbbbbbbbbbbbbbbbb bbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbb ASAI Links bbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbb Port Station Adjunct Transport Application(s) Installation Status Number Number Type Type* Date bbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbb 1) bbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbb 2) bbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbb 3) bbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbb 4) bbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbb 5) bbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbb 6) bbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbb 7) bbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbb 8) bbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbb c c c c c c c c c c c c c c c c c c c c c c c c c c c c c c c c c c c c c c c c c c c c c c c c c c c c c c c c c c c c c c c c c c c c c c c c c c c c c c c c c c c c c c c c c c c c c c c c c c c c c c c c c c c c c c c c c c c c c c c c c c c c c c c c c c c c c c c c c c c c c c c c c c c c c c c c c c c c c c c c c c c c c c c c c c c c c c c c c c c c c c c c c c c c ______________________________ *Optional Ð ASAI-BRI or ASAI-Ethernet 1-8 Issue 4 September 1995
Planning the CallVisor ASAI Configurationbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbb Table 1-2. Sample Implementation Worksheet (continued)bbbbbbbbbbbbbbbbbbbbbbbb bbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbb Traditional ACD Agent Configuration Table bbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbb Agent ID Agent Extension Agent Screen ID Login ID Status bbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbb bbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbb bbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbb bbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbb bbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbb bbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbb bbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbb bbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbb bbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbb bbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbb bbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbb c c c c c c c c c c c c c c c c c c c c c c c c c c c c c c c c c c c c c c c c c c c c c c c c c c c c c c c c c c c c c c c c c c c c c c c c c c c c c c c c c c c c c c c c c c c c c c bbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbb Traditional ACD VDN and ACD Split Configuration Table bbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbb VDN/ACD Split Number/Extension Application Description Status bbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbb bbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbb bbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbb bbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbb bbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbb bbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbb bbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbb c c c c c c c c c c c c c c c c c c c c c c c c c c c c c c c c c c c c c c c c c c c c c c c c c c c c c c c c c c c c c c c c c c c c c c c c c c c c c c c c c c NOTE: An ACD split or VDN may have up to 3 monitoring applications. bbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbb Issue 4 September 1995 1-9