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ATT DEFINITY Communications System Generic 3 Instructions Manual

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    							Expert Agent Selection (EAS)
    Issue  3   March 1996
    3-707
    Administration of Skills
    Skills are used in three distinct areas:
    nSkills administered for a VDN 
    nSkills administered for an ACD Ag ent Login ID 
    nSkills active for an ACD Caller via vector commands 
    It is imp ortant to note that  a particular Skill number always has the same 
    meaning, whether it is called an Agent Skill,  VDN Skill, or Caller Skill. For 
    example, if Skill 127 means Spanish speaking,  then Agent Skill 127, VDN Skill 
    127, and Caller Skill 127 all mean Spanish speaking.
    Up to three different Skills c an b e administered  to a VDN in a prioritized manner. 
    The first or primary Skill administered to a  VDN would be the Skill that is  
    required or desired to service a call to that VDN. The second (secondary) and 
    third (tertiary) Skills are optionally administered to a VDN and represent other 
    Skills that are allowed to handle calls to that VDN.
    Call Distribution
    Using Automatic Call Distribution (ACD) queuing and the vector commands 
    ‘‘queue-to main’’ and ‘‘check-backup,’’  the incoming call is matched to an agent 
    who has at least one of the three Skills required to handle the call.
    Skill hunt groups replace ACD sp lits when EAS is optioned on the Hunt-Group 
    Form.
    The hunt group form supports Expert  Agent Distribution (EAD) in the ‘‘Type’’ field 
    when EAS is optioned.  When EAD is optioned, a new call to the hunt group 
    results in a search for the most-idle primary agent. Only if no primary agents are 
    available, the call goes to the most-idle secondary agent.  This distributes a call 
    to an a gent b est able to handle the call if multiple agents (primary and 
    secondary)  are available.
    The Multiple Split Queuing feature is used to allow calls to queue up to three Skill 
    hunt groups simultaneously. Agents can log in with up to four Skills at any one 
    time.   Each of the a gent’s Skills are administered as a primary Skill  or a 
    secondary Skill. The ACD software distributes any call waiting  for one of the 
    agent’s primary Skills when the agent becomes available.   If no calls waiting are 
    found for a primary Skill, the q ueued calls for secondary Skills are distributed to 
    the agent.
    With Multiple Call Handling, available with G3V3 and later releases, an agent can 
    be interrupted with an additional ACD call either after putting a call on hold, or 
    when the agent is active on another ACD call. Seethe Multiple Call Handling 
    feature for more information. 
    						
    							Feature Descriptions
    3-708Issue  3   March 1996 
    EAS Logical Agent
    With Logical Agent, an agent’s ACD Login ID is  associated with a particular 
    voice terminal only when the a gent actually logs in at that terminal. When the 
    agent logs off, the association of an agent’s ACD Login ID with a particular voice 
    terminal is removed. The  ACD  Login IDs used by the EAS capability are 
    extension numbers used out of the switch’s normal station numbering plan, and 
    are administered using a new Agent Login ID form.
    When the ACD Login ID is called, the call is routed to  the associated voice 
    terminal. With the proper class of restriction (COR), the call could be treated as a 
    direct agent call.  Otherwise, the  call is treated as a  normal (personal) call.
    Agent Login IDs are a dministered via an ‘‘Agent Login ID’’ form. The form 
    includes items such as the agent’s name, COR, coverage path, AUDIX, security 
    code, login password, ‘‘Skills,’’ and ISDN call display option. These attributes 
    override the physical voice terminal attributes when the agent logs in.
    When EAS is o ptioned, an EAS agent becomes associated with one or  more Skill 
    hunt groups upon login.
    The Call Management System (CMS) is able to change an agent’s Skill 
    assignments. With G3V4 and later releases, one skill can be added, deleted or 
    moved simultaneously for a group of up to 32 agents. See the Move Agents 
    From CMS feature for more information.
    It is important to note that Generic 3 c an have either splits or Skill hunt groups to 
    determine where to route the call (not both simultaneously). Non-ACD hunt 
    groups can exist with either splits or Skill hunt groups. Skill hunt groups are 
    required when using EAS.
    When EAS is optioned, a single work mode b utton applies to all the Skills 
    assigned to the agent currently log ged in. Hunt groups are not assigned to work 
    mode buttons, therefore, logged-in EAS  Agents need only a single set of 
    work-mode buttons for all ‘‘Skills.’’ 
    An EAS  agent  administered with at least one measured Skill is automatically 
    measured by CMS independent of  whether any other Skills assigned to the 
    agent are measured.
    Direct Agent Calling
    ACD calls can be transferred by one agent to another a gent using the Direct 
    Agent Call feature which is initiated by the dialing of an EAS agent’s Login ID  or 
    Adjunct Routing route-to numb er vector steps. A Direct Agent call can be 
    originated to a particular agent using Call Promp ting .
    Calls to an agent’s Login ID are treated as Direct Ag ent calls if the originator and 
    the  receiver have the ‘‘Direct Agent Calling’’ class of restriction. Direct Agent 
    calls can be originate d by stations or  trunks (with the proper COR).  If the  
    						
    							Expert Agent Selection (EAS)
    Issue  3   March 1996
    3-709
    originator or receiver does not  have the proper COR, the call is treate d as a 
    normal non-ACD (personal) call.
    Expert Agent Selection
    The EAS feature matches a caller whose call requires certain VDN Skills to an 
    agent who has at least one of the required Agent Skills. Each Skill  has  an 
    associated Skill hunt group  administered similar to a vector-controlled hunt 
    group. As mentioned earlier, Skill  hunt groups replace splits when EAS is 
    optioned.
    Agents can have up to four Skills ad ministered for each Login ID.  Each agent 
    Skill is d esignated as a primary or secondary Skill.
    The ‘‘queue-to main skill’’ and ‘‘check-backup skill’’ call vectoring commands  
    allow the specification of which VDN Skill (1st, 2nd, 3rd), or which specific Skill (1 
    through 255) a c all is to be queued to. Having Skills assigned to VDNs allows the 
    same vector to be used by multiple VDNs which require d ifferent Skills. Allowing 
    a specific Skill gives the user the same vectoring capabilities that non-Skill 
    vectoring provides. Caller Skills become active for an ACD call when a 
    Queue-To-Main-Skill command is executed or a Check-Backup-Skill command  is 
    executed and the threshold condition is met. Once a Skill is active for an ACD 
    Caller, the ACD Caller cannot be delivered to an available ACD agent unless the 
    agent also has one of the active Caller Skills.
    An ACD call can be queued to up to three different Skill hunt groups at one time. 
    This is done by executing multiple Queue-To-Main-Skill/Check-Ba cku p-Skill 
    commands to different Skills. Subsequent “queue-to main skill” and 
    “check-backup skill” commands to the same skill can be use d to change the 
    priority of the caller.
    Since the EAS feature adds to the existing Call Vectoring  command set, the full 
    flexibility of Call Vectoring can be used to the advantage of the EAS feature. R3 
    CMS supports EAS with the changed vector  administration, VDN administration,  
    as well as the ability to incorporate  Skills into real-time and historical reports.
    Examp le EAS a p plications are described in 
    DEFINITY Communications System 
    Generic 3 Call Vectoring/Expert Agent Selection (EAS) Guide
    , 555-230-520.
    Publishing Login ID Extensions Instead of
    Physical Extensions
    Telemarketing managers may wish to only p u blish the Login ID for agents in 
    applications where the agents move from desk to desk (voice terminal to voice 
    terminal). Users are a ble to call the agent without knowing at which physical 
    voice terminal the a gent resides. An optional p assword has been ad ded to the 
    login sequence to provide additional security. 
    						
    							Feature Descriptions
    3-710Issue  3   March 1996 
    Direct Agent Calling
    Direct Agent Calling allows users to call agents and have the call treated as an 
    ACD call (for example, zip tone answer, queuing, after call work, CMS measured 
    as ACD).  Using EAS  capabilities, any call (which has the proper class of 
    restrictions) to the Login ID is treated as a Direct Agent call.
    Internal and external users can originate Direct Agent calls.   An application for 
    external users is the insurance industry.  People can call their particular claims 
    adjuster and have the call treated as an ACD call.
    Class of Restriction
    A byproduct of the EAS capabilities allows for a p plications which are not calls 
    These a p plications could use the EAS capability of allowing a Class of Restriction 
    to follow a user.  Suppose you are in a manufacturing environment where 
    assembly-line workers are not allowed to make outgoing calls.  The voice 
    terminals in the manufacturing area can be restricted from making outgoing 
    calls.  If a manager tours the manufacturing area and wants to make an outgoing 
    call, the manager can ‘‘log in’’ using a feature access code and make an 
    outgoing call (assuming the manager’s login is not outward  restricted). The same 
    is true for the facility restriction level (FRL); the manager’s FRL and not the 
    extension’s FRL would b e used to place the call.
    Considerations
    When EAS is enabled, all agents must be administered as EAS agents via the 
    Login ID administration form. Login ID administration and hunt group 
    administration can be done prior to enabling the feature.
    Agents become logical entities and not physical entities. However, physical 
    attributes of a voice terminal, such as button  administration and automatic 
    answer, do NOT follow the a gent. 
    The Skill hunt group in which a Direct Agent call is q ueued is determined by the 
    first skill the agent has been logged into. CMS tracks the q ueue time for the 
    Direct Agent call to this Skill, unless it is not measured. If the agent’s first lo g ged 
    into Skill is not measured, CMS credits the agent Login ID with the Direct Agent 
    call, but no queue time is tracked. 
    EAS a gent Login IDs are also tracked for personal calls. The first Skill an EAS 
    Agent is logg e d into (whether primary or secondary) is used b y CMS for 
    measurements on  personal calls. If the first logged-into Skill is unmeasured, 
    CMS credits the agent Login ID with the personal call, but no Skill hunt group is 
    credited with the personal call. 
    						
    							Expert Agent Selection (EAS)
    Issue  3   March 1996
    3-711
    Caller Interactions
    The caller does not experience any new interface or interactions when Expert 
    Agent Selection  is  enabled.   The  full  power of Call Vectoring can be used with 
    EAS to customize the treatment to the c aller. The call is d elivered to an agent with 
    the proper Skill, so in that sense the caller gets better service.
    Agent Login Procedure
    The login procedure for EAS a gent is very similar to the existing login procedure.
    The agent goes off hook on an idle call appearance.  The agent dials the login 
    feature access code and second dial tone is given. The agent dials a 1 to 5 d i git 
    EAS agent Login ID  (the number must be consistent with the switch dial plan). If 
    the password length is 0 digits, the agent hears confirmation tone if the Login ID 
    is valid. If the password is greater than 0 d i gits, then the agent is given dial tone 
    again. The agent then dials a p assword of 1 through 9 digits optionally followed 
    by ‘‘#.’’ If the Login ID and password entered are valid (administered on the 
    ‘‘Agent Login ID’’ form), the agent hears confirmation tone. If the a gent is not 
    logg e d into any of the administered skills, the intercept tone is given. The Skills 
    an agent has assigned are displayed on the second line (or first line on 
    single-line display terminals) of the a gent’s voice terminal d isp lay in the format 
    ‘‘Skills: Tnnn, Tnnn, Tnnn, Tnnn,’’ where the Skill type ‘‘T’’ is displayed as ‘‘p’’ or 
    ‘‘s,’’ and ‘‘nnn’’ (left justified, no leading zeros) is the Ag ent Skill number. This 
    display is shown u pon completion of logging in and remains  for five seconds 
    unless the agent goes on-hook or the display is overwritten.
    If the Login ID entered is not valid, the agent hears the intercept tone. If another 
    agent is already logged in at that physical terminal, the a gent hears intercept 
    tone. If the maximum number of agents are currently logged in, then the login is  
    denied and the agent hears reorder (in other words, fast  busy) tone. If the Login 
    ID is already logged in, the login is denied and the agent hears intercept tone.
    Logout Procedure
    To log out, the agent goes off hook on an idle appearance and dials the logout 
    feature access code.   The a gent hears the confirmation tone if the agent is 
    logg e d in. If the a gent is not log g ed in, the agent is given an intercept tone.
    NOTE:
    The a gent d oes not login and logout for each Skill.
    Calling an EAS Agent
    Independent of the CORs for Direct Agent calling, to call an EAS Agent,  the 
    originator dials the Login ID extension. The call is extended to the physical 
    extension associated with the Login ID. The originator can be internal to the  
    						
    							Feature Descriptions
    3-712Issue  3   March 1996 
    switch or external.  The originator  hears the same tones that the originator would 
    hear when calling a physical extension. The call goes to the Login ID’s coverage 
    path if a busy condition or ringing time out occurs as indicated in  Table 3-57.
    After dialing the Login ID, the originator’s display shows the name associated 
    with the Logical Agent and not the physical extension’s name where the agent is 
    logg e d in. All station features for the originator and the agent should work as if 
    the call had b een ma de to the physical extension, except for messaging features 
    such as leave word calling, which a p ply to the Login ID extension.
    Making a Direct Agent Call to the Agent
    The user makes a Direct Agent call by calling the agent’s Login ID. If the 
    originator’s or agent’s COR restricts the call from  being a Direct Agent call, the 
    call is treate d as a personal (normal) call (for example, ring on an idle 
    appearance).  Otherwise, the call is treated as a Direct Agent call.
    Single Set of Work Mode Buttons
    EAS Agents need only a single set of work-mode buttons for multiple Skills. With 
    the EAS feature, a gents always are allowed to go to the AUX work-mode state for 
    all logg e d-into Skills by pressing a single AUX work-mode button even though 
    the agent may have a call waiting in-queue (or be the last logged-in a gent) for a 
    particular Skill.
    Message Waiting Lamp
    With G3V4 a n d later releases, the Message Waiting Lamp  by d efault tracks the 
    status of messages waiting for the lo g ged in EAS agent LoginID rather than 
    messages for the physical terminal. The operation of the Message Waiting Lamp 
    can be changed so that it tracks the status of messages waiting for the physical 
    terminal where the agent is logged in. See the Feature-Related 
    System-Parameters form in 
    DE FI NITY  C omm uni c a tions System Generic 3 
    Version 4 Imp lementation
    , 555-230-655, or DEFINITY Communications System 
    Generic 3 V2/V3 Implementation
    , 555-230-653, for more information. Table 3-57. Call Progress Through Called Login ID Coverage 
    Path
    Agent StatusCall Progress Through Called Login ID’s 
    Coverage Path
    With Coverage No Coverage 
    Agent lo g ged in:
    Ringing time out
    Busy (no a p pearances)ring coverage
    busy coveragec ontinue ringing
    b usy tone
    Agent logged out busy coverage busy tone 
    						
    							Expert Agent Selection (EAS)
    Issue  3   March 1996
    3-713
    Adjunct Interactions
    ASAI
    ASAI support for EAS may be broken into the following categories:  call control, 
    feature requests, value queries, event notification, and adjunct-controlled splits. 
    This section provides a high level overview of the behavior of ASAI in the G3V2 
    EAS environment.
    Call Control
    Call control c a pabilities work exactly the same in the EAS environment as in the 
    traditional ACD environment except for the following:
    1. User classified third party make calls (c alls classified by originator), may 
    originate from an EAS Login ID, and terminate to a Login ID.  User 
    classified calls terminating to a Login ID are given Direct Agent treatment 
    just as they would be if dialed from a station extension.
    2. Switch classified third party make calls (calls classified by a call classifier 
    board;  answered calls are delivered to originating hunt group), may 
    originate from or terminate to EAS Login IDs.
    3. Direct Agent third party make calls (ACD call terminate d to a selected 
    mem ber of an ACD split), may be requested by including a Direct Agent 
    option, an agent’s physical extension and a split extension (compatibility 
    mode), or by requesting a user classified third party make call with a 
    Login ID destination.  The primary d ifferences b etween the two methods of 
    requesting Direct Agent calls are that the comp atibility mode allows the 
    adjunct to sp ecify the split that a given Direct Agent call is queued to, and 
    the non-compatibility mode allows the adjunct to direct the call to a Login 
    ID, regardless of which station an a gent is logged into. Direct Agent calls 
    may not originate from an EAS Login ID.
    4. Supervisor assist third party make calls (supervisor assist calls originated 
    by a selected memb er of an ACD split), may originate from a EAS Login ID 
    and may terminate to an EAS Login ID. Unlike dialed Direct Agent calls, 
    supervisor assist calls terminated to a Login ID behave as though they 
    had been directed to the requested Login ID’s physical extension, for 
    example, they do not cover if the requested agent is not logged, the 
    originator’s display shows the a gent’s physical extension and not the 
    agent’s Login ID.
    5. Extension (Domain) control may not be requested for an EAS Login ID but 
    may be requested on behalf of a logical agent’s physical extension. 
    Auto-dial calls (calls initiated by an extension controlled station) may be 
    terminated to an EAS Login ID, in which case the call is given Direct Agent 
    treatment.
    6. Adjunct routing calls (vector calls routed by an ASAI adjunct via the 
    adjunct routing vector command) are similar to third  party make calls; they 
    may include a Direct Ag ent option, an ACD agent’s physical extension,  
    						
    							Feature Descriptions
    3-714Issue  3   March 1996 
    and a split extension, in which case they are given compati bility mo de 
    Direct Agent treatment, or they may be terminated to an EAS Login ID (in 
    which case they behave like dialed Direct Agent calls).
    Feature Requests
    In the EAS environment, a gent login, logout and change work-mode requests are 
    fully supported.  Agent login requests must contain an EAS Login ID and  
    optional password (delimited by a ’#’) in the login request’s user c o de IE. Ag ent 
    logout requests and change work-mode requests may contain the d esired 
    agent’s physical extension or Login ID. Call forwarding and send all calls feature 
    requests are d enied for EAS Login IDs but may be requested for EAS’s physical 
    extensions where an EAS agent is logged in.
    Value Queries
    Value queries function identically in the EAS and traditional environments, except 
    that the Extension Type/Class Information Query returns a new indication that a 
    requested extension is an EAS Login ID along with an indication of whether the 
    Login ID is currently logg e d in and where (in other words, at which physical 
    extension).
    Event Notification
    Because all Skill hunt groups are vector controlled, event notification may not be 
    requested on the basis of a Skill hunt group extension. Event notification may, 
    however, be requested on the b asis of a controlling VDN extension. Generally, all 
    event reports involving EAS agents contain the agent’s physical extension rather 
    than the agent’s Login ID.
    Adjunct-Controlled Splits
    Agents with adjunct controlled skills are considered to b e adjunct-controlled 
    agents. Adjunct-controlled agents exhibit the same behavior as agents in 
    adjunct-c ontrolled splits in the traditional ACD environment:
    nStations are locked for all log g ed-in adjunct-controlled agents. The only 
    action an agent can take from the station is to go onhook (or unplug the 
    headset) from an auto-answer station which causes the a gent to be 
    logged out.
    nStations are unlocked whenever the controlling adjunct’s ASAI link goes 
    down.  Stations are locked again when the adjunct’s link is reestablished.
    nThe adjunct controls all split/agent activities such as login, logout and 
    change work-mode (with the exception of a gent logout via onhook).
    nOnly adjunct-controlled calls can terminate to the extension of an 
    adjunct-c ontrolled agent.
    nOnly adjunct-controlled calls can terminate to an a djunct-controlled 
    split/Skill extension. 
    						
    							Expert Agent Selection (EAS)
    Issue  3   March 1996
    3-715
    nAgents may not log into more than one adjunct-controlled split/Skill.
    nAgents log ged into an adjunct-controlled split/Skill may not log into a 
    non-adjunct-controlled sp lit and vice versa.
    Furthermore, adjunct-controlled EAS Ag ents can only be administered with one 
    Skill.  This implies that EAS agents may not mix a djunct-controlled and 
    non-adjunct-controlled Skills.
    AUDIX
    Calls to the EAS agent Login ID can cover to AUDIX. Each agent must enter 
    his/her Login ID when calling AUDIX to obtain messages.
    AUDIX agents are assigned to EAS agent extensions.  These Login IDs are used 
    for CMS tracking if the associated AUDIX Skill hunt group is externally measured. 
    The ‘‘aut-msg-wt’’ button can be used to indicate that Login ID has a message.
    Speech Processing Adjuncts
    Speech processing adjuncts which have ‘‘line’’ interface to G3V2 are a ble  to 
    initiate Direct Agent calls by d ialing the Login ID for an a gent.
    Feature Interactions
    EAS interaction with vector-controlled splits:
    Unless otherwise specified, the feature interactions for Skill  hunt groups are the 
    same as for vector-c ontrolled splits.
    nAbbreviated Dialing
    Abbreviated dialing can be used to log in/out EAS agents. Ab breviated 
    dialing lists/buttons can only be administered for stations.
    nAd d /Remove Skills
    In the EAS environment, a gents have the ability to a d d and remove skills 
    during a login session by dialing a FAC. Other voice terminal users with 
    console permissions can add or remove an agent’s skill on behalf of the 
    agent. (Note that the ability to add and remove skills depends on whether 
    a user has a class of restriction (COR) that allows a d ding and removing 
    skills.)
    nAdministration Without Hardware
    EAS Login ID extensions are extensions without hardware.   Login ID 
    extensions require space in the dial plan. If a coverage path is 
    administered to a Login ID, calls to a Login ID are immediately directed to 
    that path when the agent is not lo g ged in. When a Login ID is  logged in 
    and a call is made to the Login ID extension, and the call is routed to the 
    Login ID coverage path if coverage is administered for the Login ID. 
    						
    							Feature Descriptions
    3-716Issue  3   March 1996 
    nAgents in Multiple Splits Feature
    When the EAS feature is enabled, the ‘‘Agents  in Multiple Splits’’ feature is 
    referred to as ‘‘Agents in Multiple Skills,’’ which allows an EAS agent to be 
    logg e d into u p to four Skills.  
    nAgent Work Mode States
    With EAS, a gents can only  be in  a single work state mo de at any one time.
    nAssist
    The Assist feature can be used for a Skill hunt group (for example, where 
    there is one supervisor per Skill hunt group). A voice terminal can be 
    administered with one or more Assist buttons for each Skill that agents 
    using the terminal might have. The administered association of an Assist 
    button with a p articular split or Skill is not affected when an EAS agent logs 
    into that station.
    nAutomatic Answering with Zip Tone
    The Automatic Answer option can only be administered for a  physical 
    extension. 
    nAuto-Available Splits
    If a Skill hunt group is administered as an Auto-Available Skill (AAS) the 
    EAS Login IDs assigned to this Skill must also be administered as 
    Auto-Available. When the switch reinitializes, these Login IDs are 
    automatically logged in with the AUTO-IN work-mo de. If any switch 
    features attempt to change the work-mode  to anything except to 
    AUTO-IN, this attem pt is denied.   This feature is not intended for human 
    agents.
    nBCMS
    The Basic CMS user interface remains the same when EAS is enabled.  
    Basic CMS is not mo dified when EAS is optioned, exc ept to change the 
    labeling of headings from ‘‘split’’ to ‘‘Skill.’’
    nCall Forwarding
    Skill hunt groups (since they are vector-controlled)  cannot be call 
    forward ed. EAS agent Login IDs can not be forwarded, but the physical 
    extension where the EAS agent is logg e d in can be forwarded. If another 
    station (with console permissions) tries to forward an EAS Login ID, an 
    intercept is made.
    nCall Management System (CMS) Interfac e
    When an EAS Login ID is administered as measured, the BCD format of 
    that Login ID becomes the internal agent number (c alled ‘‘position’’) on 
    CMS. During pump-up to CMS, the switch sends a list of the logg ed in 
    agents and their internal agent numbers (position).
    nCall Park
    Calls cannot be parked on the Skill hunt group extension. 
    						
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