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ATT DEFINITY Generic 3 Call Vectoring/Expert Agent Instructions Manual
ATT DEFINITY Generic 3 Call Vectoring/Expert Agent Instructions Manual
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What is Call Vectoring? Issue 4 September 1995 1-3 Working together, these components direct incoming and ASAI event reports and requests to the desired answering destinations, and they specify how each call is to b e processed. Call Vectoring may be illustrated as follows: 1. Voice Response Unit 2. Dialed Number Identification Service 3. Vector Directory Numb er Figure 1-2. Call Vectoring As Figure 1-2 illustrates, an incoming call to the DEFINITY G3 switch with Call Vectoring enabled is first directed to a Vector Directory Numb er (VDN). A VDN is an internal telephone numb er that, in turn, directs the call to a specific call vector. The VDN represents the call type or category (for example, billing, customer service, etc.), and thus, it d efines the service d esired b y the caller. Multiple VDNs may p oint to the same or to different vectors, depending upon whether the relevant calls are to receive the same or different treatment. The vector, which is the heart of Call Vectoring, is a set of commands that define the processing of a call. The typ e of processing that a call receives depends upon the commands included within the vector. For examp le, a call can be queued and then routed to another destination. TRUNK GROUP 1 TRUNK GROUP 2 VDN3 1 VRU1 TRANSFERVDN 2 DNIS2 DIGITS VDN 3 VDN 4 VDN 5INTERNAL CALL VECTOR 1 VECTOR 2
About This Document 1-4Issue 4 September 1995 Here’s an example of a vector: Figure 1-3. Vector Example Each individual vector can contain up to 32 command steps or instructions. Multiple vectors can be c hained together to extend processing capabilities or to process calls to the same or different answering destinations. Any number of calls can use the same multiple vectors and process steps independently. Understanding and planning your Call Center before you begin writing vectors is important. A planning guide is provided in Appendix J. What is Expert Agent Selection (EAS)? Expert Agent Selection (EAS) is a feature that allows Call Center managers to provide the best possible telephone service to the caller by matching the needs of the caller with the Skills or talents of the a gents. Caller needs and agent Skills are matched via Call Vectoring. All the Call Vectoring features described in this guide can be used with EAS. Matching the call to an agent with the a ppropriate Skills reduces transfers and call-holding time. Accordingly, customer satisfaction is increased. Also, since an entire agent group need not be trained at the same time for the same Skills, employee satisfaction is increased. In a d dition to matching the Skills required for a call to an agent with one of these Skills, EAS provides other capabilities, as follows: nLogical Agent associates hardware (voice terminal) with an agent only when the agent is logg e d in. While the agent is logged in, calls to the Agent LoginID are directed to the agent. nDirect Agent Calling allows a user to call a particular agent and have the call treated as an ACD call. Most EAS administration can b e completed prior to enabling EAS. This minimizes the down time for u pgrading to EAS. EAS is desc ribed in Chapter 10. 1. goto step 3 if calls-queued in split 9 pri l < 20 2. busy 3. queue-to main split 9 pri l 4. wait-time 12 seconds hearing ringback 5. announcement 2921 (“-----“) 6. wait-time 998 seconds hearing music
Call Vectoring Features Issue 4 September 1995 1-5 Call Vectoring Features Call Vectoring provides the following features: nBasic Call Vectoring allows you to “ program” the type of processing that is given to a telephone call. You program by arranging a set of vector commands in the desired sequence. Depending upon the command, you can do the following: — Place the call in q ueue until an agent is available to answer the call. — Provide a record ed information or delay announcement to the caller. — Allow the caller to leave a recorded message. — Access a Voice Response Unit (VRU) so that a script can be starte d. nCall Prompting allows you to collect digits and give some call control to the caller. Specifically, this feature allows the caller using a touch-tone or an internal rotary phone to enter digits that are subsequently processed by the vector. Among other tasks, Call Promp ting allows the caller to d o the following: — Select one or more options from a menu in order to access recorded information p rovided by the call center or be routed to the correct split or agent. — Enter an extension to which a call can be route d. — Provide the call center with caller entered data (such as a credit card number) that the center can use to process the call. This data also can be disp layed on the agent’s voice terminal. nAdvanced Vector Routing allows you to route calls based on three a d ditional conditions: — Rolling Average Speed of Answer for a split, skill, or VDN. — Expected Wait Time for a split (skill) or for a call. — The number of calls that are active in a specified VDN nANI/II Digits Routing allows you to route calls based on: — The caller identity (ANI) or, — The type of line where the call was originated (II-d igits). nLook-Ahead Interflow allows the call center to intelligently off-load some or all calls to another ACD switch. When this feature is enabled, a call arriving at a vector that is unable to handle the call (due to preset limits) can interflow to a switch in a remote location whenever the latter switch is able to receive the call. By using this feature, you can establish a “load balancing” of calls among multiple locations.
About This Document 1-6Issue 4 September 1995 To use Look-Ahead Interflow, Basic Call Vectoring and Integrated Services Digital Network-Primary Rate Interface (ISDN-PRI) must b e enabled. Private Network Access (PNA) software may also b e required. nAdjunct Routing p rovides you with a means of evaluating calls b efore the calls are processed. Sp ecifically, this feature allows a DEFI NIT Y PB X to request instructions from an associated adjunct, which is a processor that performs one or more tasks for another processor (the switch, in this case). The a djunct makes a routing decision according to agent availability and/or caller information sent by the switch, and it returns the routing response to the switch. By using this feature, the call center ensures that each call is delivered to the appropriate destination. To use Adjunct Routing, Adjunct Switch Ap plications Interface (ASAI) capabilities and Basic Call Vectoring must be enabled. Adjunct Routing can also be used in conjunction with Call Promp ting and Look-Ahead Interflow. Contents and Organization of the Guide The DEFI NI TY Generic 3 Call Vectoring/Expert Agent Selection (EAS) Guid e, 555-230-520 d iscusses all facets of Call Vectoring and EAS. The guide is organized as follows: nOverview (Chapter 1) nTutorial (Chapter 2) nReference (Chapters 3 through 11, Appendices A through N) nGlossary nIndex The guide first concentrates on illustrating Call Vectoring p rinciples (Chapters 1 through 9). Chapter 10 presents a thorough discussion of EAS, which builds on Call Vectoring. Chapter 11 presents several Call Vectoring and EAS applications. Finally, the appendices, Glossary, and Index provide information and references to b oth Call Vectoring and EAS topics. Intended Audience and Use of the Guide The guide is intended primarily for personnel who opt to use Call Vectoring and/or EAS. You should use this g uide as an information source for implementing Call Vectoring and/or EAS. A knowledge of Automatic Call Distribution (ACD) is assumed.
References Issue 4 September 1995 1-7 The level of your expertise in Call Vectoring and/or EAS should determine how you use the guide. Users who are unfamiliar with Call Vectoring should read the overview, then study the tutorial. Users who will be using EAS should read Chapter 10. Users who want to learn more a bout Call Vectoring should review Chapters 3 through 11 in order to get a good grasp of how the Call Vectoring features function. Finally, advanced users of Call Vectoring and/or EAS may only find it necessary to periodically reference a specific appendix or two (such as Appendix A, which contains a set of Call Vectoring/EAS command “manual pages”) to get the information needed. Users who want to set u p a Call Center (EAS and non-EAS) should read Appendix J, and users who want to convert a Call Center to EAS should read Appendix K. References The p u blications listed in this section should be used to supplement the information presented in this g uide: nDEFI NI TY Com munications System Generic 3 Feature Description, 555-230-204 nDEFI NI TY Com munications System Generic 3 CallVisor ASAI Technical Referenc e , 555-230-220 nDEFINITY Communications System Generic 3 Version 4 Implementation, 555-230-655 or DEFI NI TY Com munications System Generic 3 V2/V3 Implementation, 555-230-653 nDEFI NI TY Com munications System Generic 3 Basic Call Management System (BCMS) , 555-230-704 nCentreVu™ Call Management System Release 3 Version 4 Ad ministration, 585-215-800 CentreVu™ Call Management System Release 3 Version 4 Reports, 585-215-801 (or previous version CMS d ocumentation that came with your system) nGBCS Products Security Handbook, 555-025-600.
Issue 4 September 19952-1 2 Tutorial Introduction This chapter is intended to provide you with a ‘‘practical start’’ in using Call Vectoring. To this end, the chapter presents the basics you need to write a representative vector and to enter it on-line. The last section of the chapter summarizes the benefits of Call Vectoring, and it identifies example vectors in the reference section of the guide that illustrate these benefits. Entering the Vector On-Line A vector can be entered on-line via the following two methods: nBasic Screen Administration (on the Manager I or G3-MA) nCall Management System (CMS) NOTE: All references to CMS in this manual, unless otherwise noted, refer to CMS Release 2, CMS Release 3 through Version 2 or CenterVu™ CMS. The following section discusses the Basic Screen Administration method for entering a vector on-line at your DEFI NIT Y syst em . For complete details for creating a vector with CMS, consult the CentreVu™ Call Management System Release 3 Version 4 Administration, 585-215-800, document (or earlier version CMS documents that you received with your system).
Tutorial 2-2Issue 4 September 1995 Procedures for Basic Screen Administration Basic Screen Administration is a function of the DEFI NIT Y Com munications System. A vector is entered on-line via Basic Screen Administration by completing the Call Vector Form. This form appears on three screens, as follows: Figure 2-1. Call Vector Form Page 1 of 3 CALL VECTOR Number: 20 Name:________________ Basic?y EAS?n G3V4 Enhanced?n ANI/II-Digits?n ASAI Routing?n Prompting?n LAI?n G3V4 Adv Route?n 01 _______________ 02 _______________ 03 _______________ 04 _______________ 05 _______________ 06 _______________ 07 _______________ 08 _______________ 09 _______________ 10 _______________ 11 _______________
Entering the Vector On-Line Issue 4 September 1995 2-3 Figure 2-2. Call Vector Form (Page 2 of 3) Figure 2-3. Call Vector Form (Page 3 of 3) Page 2 of 3 CALL VECTOR 12 _______________ 13 _______________ 14 _______________ 15 _______________ 16 _______________ 17 _______________ 18 _______________ 19 _______________ 20 _______________ 21 _______________ 22 _______________ Page 3 of 3 CALL VECTOR 23 _______________ 24 _______________ 25 _______________ 26 _______________ 27 _______________ 28 _______________ 29 _______________ 30 _______________ 31 _______________ 32 _______________
Tutorial 2-4Issue 4 September 1995 The following list summarizes how you can enter a vector on-line via Basic Screen Administration. For complete details on this process, consult DEFI NITY Communications System Generic 3 Version 4 Implementation, 555-230-655 or DEFI NI TY Com munications System Generic 3 V2/V3 Implementation, 555-230-653. 1. Access the Call Vector Form by executing the “ c hange vector x” command, where x is a numb er between 1 and 256 [G3i] , 1 and 48 [G3s PBP, G3vs PBP], or 1 and 512 [G3r]. Use the “change vector” command either to change an existing vector, or to create a new vector. If you are not certain of the numb er or name of a vector, enter the “list vector” command to view a comp lete list of all vectors that have been administered for your system. 2. Assign a name to your vector by comp leting the blank next to Name. The vector name can contain u p to 15 alphanumeric characters. NOTE: The vector numb er, which appears next to Number, is automatically assigned by the system. 3. Look at the next fields and note where a y (yes) a p pears. These fields indicate the Call Vectoring features and corresp onding commands you can use. (The Call Vectoring features are optioned from the Customer Options Screen.) On the other hand, if an n a pp ears in one of these fields, you cannot use the corresponding feature. A y in one of the fields indicates the following. Basic You can use the Basic Call Vectoring commands. See Chapter 4, Basic Call Vectoring. EAS Expert Ag ent Selection is enabled. See Chapter 10, Expert Agent Selection. G3V4 EnhancedYou can use the G3V4 Enhanced Vector Routing commands and features. See Ap p endix L, V4 Feature Availability for an exp lanation of which features are included with G3V4 Enhanced Vector Routing. ANI/II-Digits You can use the ANI and II-Digits Vector Routing commands. See Chapter 7, ANI and II-Digits Routing. ANI/II-Digits Routing requires G3V4 Enhanced Vector Routing. ASAI Routing You can use the Adjunct Routing command. See Chapter 9, Adjunct Routing. Promp ting You can use the Call Prompting commands. See Chapter 5, Call Prompting. LAI Look-Ahead Interflow is enabled. See Chapter 8, Look-Ahead Interflow. G3V4 Ad v RouteYou can use the G3V4 Advanced Vector Routing commands. See Chapter 6, Advanced Vector Routing.
Constructing a Vector: One Ap proach Issue 4 September 1995 2-5 4. Enter a maximum of 32 vector commands in the b lanks next to the step numbers. See Appendix A for a complete d esc ription of all Call Vectoring commands. NOTE: You need not type every letter of each command that you enter. If you type just the first few letters of a command and press RETURN or TAB, the system spells out the entire command. 5. Save the vector in the system by pressing ENTER. Enhanced Vector Editing (G3V4 and later releases) Enhanced Vector Editing allows you to insert and d elete vector steps while editing a vector on the switch. To insert a vector step complete the following procedure: 1. On the vector form, press F6 (edit) 2. At the command line, type “i” followed by a space and the number of the step you would like to a dd. Enter the command. 3. Type the new vector ste p When a new vector step is inserted, the system automatically renumbers all succeeding steps and renumb ers goto step references as necessary. To delete a vector step complete the following procedure: 1. On the vector form, press F6 (edit) 2. At the command line, type “d” followed by a sp ace and the number of the step you would like to d elete. Enter the command. When a vector step is deleted, the system automatically renumbers all succeeding steps and renumb ers goto step references as necessary. NOTE: After editing a vector, be certain to verify that the vector will work as you intend it to. This is particularly important if you deleted a ste p that was the targ et of a g oto step. Constructing a Vector: One Approach This section is intended to provide you with one logical approach to constructing a vector. In so doing, the section presents a starting vector that consists of one step and then builds upon this vector to produce a new vector that provides a d ditional functions. This ‘‘vector building’’ p rocess continues through several