Cisco Attendant Console 9 User Guide
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CH A P T E R 3-1 Cisco Unified Attendant Console User Guide OL-27294-01 3 Using Cisco Unified Attendant Console As the heading demonstrates, this section is about the operational flow of the application. It covers the topics relating to call management. In this section, you are given instructions on how to work within Cisco Unified Attendant Console. There are two levels of monitoring that can be displayed within Cisco Unified Attendant Console, Phone and Line Status. The icons shown in Ta b l e 3 - 1 appear in the Directories and reflect the Phone Status. Answering Calls Cisco Unified Attendant Console attends two types of calls, Internal Calls – that are received from a local extension External Calls – that are received from an external number Calls that are being attended appear in the Active Call Area (F7). Figure 1-9 on page 1-16 shows an example of a call in the Active Calls area. The calls coming into the system are prioritized and queued in the Queued Calls Area (F8). Calls can be answered using the following three methods, Answer Next – Answering the next call in queue. Cherry Picking – Selecting a particular call from the queue to answer. Forced Delivery - Queues can be configured as Forced Delivery which means the calls will be distributed to the longest idle Attendant. Table 3-1 Directory Area Phone Status Icons Icon Description On-hook. Active Unavailable. Ringing in
3-2 Cisco Unified Attendant Console User Guide OL-27294-01 Chapter 3 Using Cisco Unified Attendant Console Answering Calls Answer Next Incoming calls are prioritized by the system before being displayed on screen. Calls are then displayed in the Queued Calls Area (F8) in descending order of priority. Answer Next is the easiest way to answer incoming calls. This option answers calls in the order of priority set by the system. The top priority calls are answered first. To answer the next call using the keyboard, perform the following steps: Step 1Press F8 to select the Queued Calls Area. Step 2Press the ‘+’ key on the keyboard and the call will be delivered to your handset. To answer the next call using the mouse, perform the following steps: Step 1Right-click in the Queued Calls Area. Step 2From the context menu, choose Answer Next. The following image illustrates how you can use the context menu to answer the next call. The call with the next highest priority will be answered irrespective of which call is selected in the Queued Calls Area. Figure 3-1 displays a call being answered through the Answer Next option. Figure 3-1 Example Call Answered Using Answer Next
3-3 Cisco Unified Attendant Console User Guide OL-27294-01 Chapter 3 Using Cisco Unified Attendant Console Answering Calls Cherry Picking (Not in Department Edition) NoteThis section does not apply to Cisco Unified Attendant Console Department Edition as the queues are not displayed. The incoming calls being displayed can be cherry picked from a specific queue as required. In order to answer a call you must select a queue and then select the call you wish to answer. To select a queue using the keyboard, perform the following steps: Step 1Press F9 to select the Queues field. Step 2Use the up and down arrow keys to select the required queue. Step 3The F8 field will display the calls that are waiting in the selected queue. NoteTo revert back to seeing all calls from all Queues, select All Queues icon from F9. If you are using a mouse, simply click on a queue in the Queues field (F9). After selecting the queue, you are ready to take waiting calls. To answer calls in the selected queues, using the keyboard, perform the following steps: Step 1Select the Queued Calls Area by pressing the F8 key. Step 2Using the up and down arrow keys, select the call to answer. Step 3Press Enter key to connect the call. To answer calls in the selected queue using a mouse, perform the following steps: Step 1Select the All Queues field. Step 2Click on the relevant call. Step 3Click the Answer Call button in the call control tool bar. A personal call direct to your extension will show in the Active Calls field, and ring your handset. You can answer by picking up the handset, or by clicking the Answer Call button. NoteYou can simply drag and drop a call from the Queued Calls Area (F8) to the Active Calls area to answer.
3-4 Cisco Unified Attendant Console User Guide OL-27294-01 Chapter 3 Using Cisco Unified Attendant Console Answering Calls Forced Delivery A specific queue can be designated to be immediately answered by the next free Attendant. The calls in this queue are configured to be presented to the longest idle Attendant or a circular work-share between Attendants logged in and able to answer the queue. The Answer Next key (PLUS) is not required as the call will go directly to the Active Calls Field and ring the handset. You can answer by picking up the handset, or by clicking the Answer Call button. Operators can log out while a forced delivery call is ringing on their handset. Directory Call Forwarding If a contact has Call Forwarding set on their device then an icon will reflect this in the Directory area. NoteIn an instance where a contact has multiple lines the Call Forwarding icon will only be displayed if it is configured on the primary line. Hovering over the contact will display a tool tip providing further details, such as the number that the Call Forwarding is set to divert to. For example: To see any secondary lines you will need to press F2, which will display the Presence Status window. In Figure 3-2 extension 1001 is shown as diverted and 1027 is shown as on hook. Figure 3-2 Example of Presence Status Set on a Multiple Line Device
3-5 Cisco Unified Attendant Console User Guide OL-27294-01 Chapter 3 Using Cisco Unified Attendant Console Answering Calls Alternate Numbers and Presence Status This Status screen can be triggered in two ways: If a contact is selected from a Directory and F2 is pressed. If an attendant operator transfers a call to an extension with a presence status assigned. This will prompt the attendant that the person the call is being forwarded to currently has a presence status set. Ta b l e 3 - 2 describes the controls in the Presence Status Window. The icons that denote the Line Status are shown in Ta b l e 3 - 3. To transfer a call, perform the following steps: Step 1Select a contact from Alternate Contact Details. Step 2The operator can click on any of the following options as required: Table 3-2 Presence Status Window Controls Control Description Phone Status The current status of the contact. The phone state is represented by phone status icon and text. Summary Panel Phone Status, Cisco Presence and Contact Notes. These can be highlighted and the status explained in the Detail Panel. Detail Panel The contents of this panel change to show the particular status requirement selected in the Summary Panel. With Phone Status selected in the Summary a list of the individual lines linked to the contacts phone will be displayed. Alternative Contact DetailsThis specifies the number to which the call must be forwarded. If the number is saved in the directory, contacts full name will be displayed instead of the number itself. Table 3-3 Line Status Icons Icon Description On-hook. Off-hook. Unavailable. Ringing in Ringing out Ringing out on busy extension Connected Call on hold Call forwarding Notes
3-6 Cisco Unified Attendant Console User Guide OL-27294-01 Chapter 3 Using Cisco Unified Attendant Console Answering Calls Answer Call Call Consult Transfer Blind Transfer Transfer to Voicemail Hold Hold with Notes Start Conference Park Call Step 3Click Close to cancel. Ta b l e 3 - 4 shows the available keystrokes that can be used in order to make the desired transfers: Table 3-4 Keystrokes for Transferring a Call Key Description Enter The call is consulted to the selected alternative number. Enter + Enter (pressing Enter twice) The call is blind transferred to the selected alternative number.
3-7 Cisco Unified Attendant Console User Guide OL-27294-01 Chapter 3 Using Cisco Unified Attendant Console Answering Calls Figure 3-3 shows a phone device that has two lines linked to it. This example does not have a Presence Status set and has been triggered by pressing the F2 button. Figure 3-3 Alternate Numbers/Presence Status Window
3-8 Cisco Unified Attendant Console User Guide OL-27294-01 Chapter 3 Using Cisco Unified Attendant Console Transfer Calls Transfer Calls After answering the call, you can transfer it to a requested device, contact or external number. A transfer can be made either as a blind or consult (announced) transfer. Calls can be transferred to any available destination either internally or externally. Transferring a call is straightforward using the mouse or the keyboard and can be completed by either entering the desired extension number (if known), or searching the directories for the correct contact. A blind transfer is a call that is transferred without consulting the recipient. Blind Transferring to a Known Number To blind transfer a call to a known number using the keyboard, perform the following steps: Step 1Answer a call or select the call in the Active Calls field. Step 2Type in the destination number (internal or external). The cursor is automatically placed in the Dial Box. Step 3Double Press the ENTER key quickly to transfer the call. To blind transfer a call to a known number using a mouse, perform the following steps: Step 1Answer a call or select the call in the Active Calls field. Step 2Using the keyboard type in the destination number (internal or external). The cursor will automatically be placed in the Dial Box. Step 3Press Enter. This will initiate the transfer. Step 4Press Tr a n s f e r again to transfer the call. Blind Transferring to a Directory Contact If the extension number of the desired recipient is not known you can easily search the Directory to find the correct contact. The directories will allow searches to be made via a number of search fields that appear at the top of the Directory area. To blind transfer a call to a Directory Contact using the keyboard, perform the following steps: Step 1Answer a call or select the call in the Active Calls field. Step 2If searching for a contact using the first displayed search field, simply start typing. Alternatively pressing F3 will take the cursor to the first displayed search field. The cursor will automatically move to the first search field. If you need to use a search field that isn’t the first on the screen, use the Tab key to find the right field to type into. Step 3As you type, the directory will shrink as contacts are matched (Depending on how Filter Search is configured, SeeChapter 2, “Filter Search ’on page ”2 - 14). Keep typing until the required contact is found, or use the up or down arrow to highlight the contact.
3-9 Cisco Unified Attendant Console User Guide OL-27294-01 Chapter 3 Using Cisco Unified Attendant Console Transfer Calls Step 4Double-click the Enter key to transfer the call. To blind transfer a call to a Directory Contact using the mouse, perform the following steps: Step 1Answer a call or select the call in the Active Calls field. Step 2Click into the required Search field in the Directory area. Alternatively, pressing F3 will take you to the first Search field in the displayed directory Step 3Start typing and as you type the directory will shrink as contacts are matched. Keep typing until the required contact is visible and use the mouse to select the desired contact Step 4Double-click the contact to initiate the transfer. Step 5Press Tr a n s f e r to transfer the call. Or Step 1Point the mouse at the relevant call within the Active Calls field. Step 2Press the left mouse button. Step 3Whilst holding the mouse button down, drag the call to the relevant destination within the Directory area and then release mouse button. NoteIn an instance where the contact is in a specific Personal Directory, you can open that directory by hovering the mouse over the Personal Directory tab, to open it before selecting the contact. Or Step 1Select call details that are displayed in the Active Calls field. Step 2Point the mouse at the relevant destination within the Directory or Speed Dial fields and click the right mouse button to reveal a Popup menu. Step 3From the popup menu choose Call. Step 4Ensure that the call initiated is selected within the Active Calls field. Step 5Click the Complete Transfer button. If a transferred call is not answered within a certain time duration, the call is reverted back to the Active Calls Area. These calls can then be handled through Reverted Call Controls explained in the latter part of the guide.
3-10 Cisco Unified Attendant Console User Guide OL-27294-01 Chapter 3 Using Cisco Unified Attendant Console Transfer Calls Initiating a Consult Transfer In this case, the destination of the transfer is consulted before the actual transfer takes place. Consult Transferring to a Known Number To consult transfer a call to a known number using the keyboard, perform the following steps: Step 1Answer a call or select the call in the Active Calls field. Step 2Type in the destination number. The cursor is automatically placed in the Dial Box. Step 3Press the ENTER key to make the enquiry call. Step 4After consulting with the destination press the ENTER key to complete the transfer. To consult transfer a call to a known number using a mouse, perform the following steps: Step 1Answer a call or select the call in the Active Calls field. Step 2Using the keyboard type in the destination number. The cursor will automatically be placed in the Dial Box. Step 3Press Enter. This will initiate the transfer. Step 4Press Tr a n s f e r again to transfer the call after consulting. Consult Transferring to a Directory Contact If the extension number of the desired recipient is not know you can easily search the Directory to find the correct contact. The directories will allow searches to be made via a number of search fields that appear at the top of the Directory area. To consult transfer a call to a Directory Contact using the keyboard, Step 1Answer a call or select the call in the Active Calls field. Step 2Select the Directory that the contact appears in. This can be done by pressing Alt and the Number of the tab. Example: Alt and 3 will open the 3rd tab, Alt and 5 will open the 5th tab. Step 3If searching for a contact using the first displayed search field, simply start typing. The cursor will automatically move to the first search field. Alternatively, pressing F3 will also move the cursor to the first Search field. If you need to use a search field that isn’t the first on the screen, use the Ta b key to find the right field to type into. Step 4As you type the directory will shrink as contacts are matched (Depending on how Filter Search is configured, See Chapter 2, “Filter Search ’on page ”2 - 14). Keep typing until the required contact is found, or use the up or down arrow to highlight the contact. Step 5Press the ENTER key to initiate the enquiry call. Step 6After the consult, press the ENTER key again to complete the transfer.