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Comdial Execumail Voice Processing System 6.5 Instructions Manual
Comdial Execumail Voice Processing System 6.5 Instructions Manual
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i’ ‘_ 256 System IDS ExecuMail6.5 Match Extension # IDS with Extension Numbers You can simplify your application if you make subscribers’ Extension # IDS match the subscribers’ actual telephone extension numbers. You should first assess, however, how this would affect your overall ID plan. Consider this extreme case. Suppose you had a company operator at extension 0 (zero) and nine subscribers with telephone extension lines already numbered 1-9. You could assign Extension * IDS 1 through 9 to these subscribers to match their actual telephone extensions. But then you would not be able to assign any more System IDS. If you had guests or new employees to add to the system, you would have to come up with a completely new ID numbering plan. However, you could assign Extension # IDS as 10 through 19. This would allow you to add many more System IDS starting with the digits 2 through 9. Remember the following rules for System IDS: n Each System ID must be unique. n Each System ID can contain up to 10 characters, and can vary in length. w A shorter System ID cannot duplicate the beginning digits of another, longer System ID. (For example, 234 and 2345 are not unique.) n System IDS that contain letters are translated into their corresponding touchtones. (For example, on the Q=7,Z=9 keypad map, RANDY = SANDY = 72639.) Default System IDS The voice mail system is shipped with certain default System IDS already set. (See Figure 141.) If you decide to change any of these System IDS, make sure you enter these changes on all the screens where the old System ID is referenced. ‘. _, i .; ‘-. _- :- System ID Entity 0 System Operator 1776 System Manager TOM (866) (Thomas Jefferson) GEORGE Guest of Thomas Jefferson (436743) George Washington 555 Automatic Directory $FAXBOX Public Fax Box $PM Public Interview Box Figure 141: Default System IDS Screen QuickStart Application Screen, Page 3 Personal Directory Screen Personal Directory Screen Quick%vt Application Screen, Page 6 QuickStart Application Screen, Page 6 Transaction Directory Screen ,,. In addition, three sample transaction boxes and one sample voice detect box are included in the default system. These transaction boxes can be rerecorded or deleted, or their System IDS changed, if you want to use their System IDS: n Box ID 411: Sample Departments Box m Box ID 700: Sales Department Box n Box ID 800: Technical Support Department Box n Box ID $VOICE: Sample Voice Detect Box
Reference Manual System IDS 257 The system also includes two directory menus and four directory groups on the Groups Screen to create an example of numeric directory assistance. The System ID for the numeric directory assistance example (which begins with a directory menu named Numeric Directory) is set to $411. The directory groups and directory sub-menu (Accounts, Customer Service, Sales, Shipping, and Technical Support) do not have System IDS. For more details, see the topic Directory Assistance. Personal IDS and Security Codes If you use a convention or formula to create Personal IDS from Extension # IDS, it is relatively easy for a stranger or co-worker to guess at a subscriber’s Personal ID. To increase your system’s security, subscribers should add their own security code to the system. A security code can be up to lo-digits long. Unlike a System ID, a security code does not have to be unique. Two subscribers (with different Personal IDS) can have the same security code. Also, since a security code is not an ID code, a subscriber’s choice of security code is not limited by the numbering plan you use for System IDS. This greatly increases the total number of security codes subscribers may have, which decreases the possibility of an unauthorized caller guessing the security code. Subscribers enter their security codes on the telephone keypad after they enter their Personal IDS. An unauthorized caller must know both a subscriber’s Personal ID and security code to break into the system. Unlike Personal IDS, security codes are never displayed on the console screen, in the Call Log file, or in any other printed report. For related information, see: n Applications n Call Transfer & Call Screening n Directory Assistance l Faxes & the Public Fax Box l Guests m Interview Boxes n Operator Box n Port Applications n Public Interview Box & Public Messages n Security Codes m Subscribers n System Manager n Transaction Boxes n Voice Detect See also: n The QuickStart Application Manual
258 System Manager ExecuMail6.5 System Manager The person who monitors the operations of ExecuMail and does day-to-day management of the system is the system manager. ,.. :: c; *. :. . Only system managers are able to sign in at the computer console to modify system parameters, create subscribers, groups, guests, or transaction boxes. Only system managers can record voice prompts or fields at the console. It is important that the person or persons designated as system managers for your system be responsible people who are available to other subscribers for questions and system changes. Who Can Be a System Manager? You can assign system manager status to any subscriber. We recommend that you have at least two system managers who can access the system, so that one will always be available. System managers should be on-site. On-site system managers are typically office managers, office administrators and receptionists. These system managers should be trained how to do routine maintenance, such as adding and deleting subscribers. Your Comdial representative may also be a system manager on the system. The representative can then perform operations which are less routine, such as changing the way the voice mail system is configured with the Comdial telephone system. Signing in as Sysfem Manager Only system managers may sign in at the computer console. To sign in as a system manager, from the Banner Screen press the @ key, then type a system manager’s Personal ID. If this is the first time you are using the system, or if you have not yet created another system manag.er, sign in as the default system manager, Thomas Jefferson, whose Personal ID is TOM (= 866). Once a system is installed and a new system manager assigned, you should change Thomas Jefferson’s ID to protect the system from unauthorized access. You may want to delete Thomas Jefferson from the system altogether. (However, be aware that any transaction boxes, private message groups, or guests owned by Thomas Jefferson will also be deleted.) --_ :
Reference Manual System Manager 259 To simply change Thomas’s Personal ID, go to his page on the Personal Directory Screen and, in the Personal ID field, type in the new ID over the existing one. Creating and Demoting System Managers Only a system manager can create or demote another system manager. Before you can create another system manager that subscriber must already be enrolled on the system. If the person is not yet enrolled as a subscriber, add him or her to the system. Refer to the topic on Subscribers for detailed instructions. To promote a subscriber to a system manager: 1. Sign in with the Personal ID of an existing system manager. 2. Press (ctrlwol to jump to the Personal Directory Screen. Press m or m to page to the Personal Directory of the subscriber whom you want to promote to a system manager. 3. Press a to view the ADD Menu. 4. Press @ to add Manager status to that subscriber. The words SYSTEM MANAGER will appear to the right of the subscriber’s name. To remove system manager status: 1. Sign in as a system manager. 2. Press m to jump to the Personal Directory Screen. 3. Page to the appropriate subscriber’s Personal Directory page. 4. Press [nl to begin the DELETE process. 5. Press the down arrow twice to highlight Manager Status and press [i=Eiq. 6. The system asks: “Do you want to RlZMOVXl SYSTEM MANAGER STATUS for this subscriber? PressQforYes. NOTE: If you have signed in from the Banner Screen, you cannot delete yourself or remove your own system manager status. If you press the a Delete key while on your own Personal Directory page, you can delete only your messages. For related if7formafion, see: n Screens m Subscribers n System IDS
260 Transaction Boxes ExecuMail6.5 Transaction Boxes A transaction box is a special kind of mailbox. You can use transaction boxes to program special call routing, create menus, or provide announcements of recorded information. The applications for transaction boxes can be as simple or complex as you wish. Some organizations use transaction boxes in place of the Opening Line prompts to route callers to different departments, or provide morning, afternoon, and evening greetings. Other organizations use transaction boxes to play detailed audiotext messages, route callers to other submenus, and route callers to interview boxes. This topic describes how transaction boxes work and explains how to use them, including: 1 How callers access a transaction box n The Transaction Directory m The Transfer -> Greeting -> Action structure = One key dialing n Sample transaction boxes n The transaction box owner n Adding transaction boxes one by one, or by range n Deleting a transaction box or its messages How Callers Access a Transaction Box Callers can access a transaction box in any of four ways: n The caller dials the box’s System ID. l The caller presses a single touchtone in response to a one key dialing menu. n The GotoID--> action automatically routes thz caller to a transaction box. n The caller is routed to the transaction box because no touchtones were pressed during the Opening Line. (To do this, the box’s System ID must be entered on Line 13 of the QuickStart Application Screen, Page 2.)
Reference Manual Transaction Boxes 26 1 The Transacfion Directory Each transaction box has its own page in the Transaction Directory (Figure 142). -->Transfer >Greeting -->Action Day? Yes-->,323 ,Day: 0:08 Day: Operator Nite? No Nite: 0:12 Nite: Take-msg Await-Ans-->5 Rings Alt: 0:oo Max-msg: 90 set Intro: 0:02 Holding? Yes Edits OK? Yes Transfer Options : A Active: D/N Send Msg Urgent? Ask After Msg: Say-bye One key dialing: 1> 2> 3> 4r 5> 6> 7> 82 97 o> Figure 142: Sample transaction box Each box has a spelled name, a unique System ID, and an owner. The owner’s name is displayed in the Transaction BOX of field in the upper-right comer of the screen. The owner of the box receives all messages left in the transaction box, and can record the box’s greetings by phone. The Schedule # field determines which system schedule the box follows (either 1, 2, 3 or 4). You set the system schedules on the QuickStart Application Screen, Page 4. (See the Schedules topic for details). If you don’t enter a Schedule #, the box uses the schedule of whatever port answered the call coming in to the transaction box. The Transfer -B Greeting -> Action Structure Each page in the Transaction Directory has a Transfer -> Greeting -> Action structure. If call transfer is turned on, the voice mail system first tries to transfer a call to the telephone number or extension listed. If the call transfer is unsuccessful, the system plays the appropriate greeting for the box, then follows the instructions programmed in the Action area. Unlike a subscriber’s Personal Directory page, a transaction box can be programmed for two different Transfer -> Greeting -> Action sequences, one for during Day Mode, the other for during Night Mode. The transaction box uses these fields to establish its -Zw&er -> Greeting -> Action sequence: Transfer Day? Nite? Use these fields to turn call transfer on or off for Day Mode and Night Mode. If either the Day? or Nite? field is set to Yes, enter the telephone number or extension the system should transfer calls to. The transfer number may be different for Day and Night Modes. Call Transfer Type This field, which is below the Day? and Nite? fields, isn’t labeled on the screen. It is used to set the way the voice mail system transfers calls to the Comdial telephone system. It can have one of three values: Await-Am (Await
262 Transaction Boxes ExecuMail6.5 Answer), Release, or Wait-Ring (Wait for Ringback). See the Cal! Transfer & Call Screening topic for details on the call transfer types. Ring8 The number of times the extension should ring. This applies only if the call transfer type is Await Answer or Wait for Ringback. Intro The system plays any recording in the Intro field before it transfers a call. The system does not play the Intro if call transfer is turned off. Holding? This field controls whether the transaction box uses call holding. The call holding feature allows you to “queue up” several callers who are waiting when. the transfer number is busy. You can allow a caller to press a touchtone to hold, or to say “Yes”. You can only use call holding with the Await Answer or Wait for Ringback call transfer types. See the Cull Holding topic for details. Transfer Options This field controls how the system transfers calls routed through the transaction box. Call transfer options (except for D Dialtone Detection) apply only if call transfer is on and the call transfer type is Await Answer. The call transfer options apply to both Day Mode and Night Mode. You can enter any combination of the following options: A [houuce] The person who answers the telephone hears a beep before being connected to the caller. c [Coufirm] Before a call is transferred, the person who answers the telephone can choose whether to take the call. If the call is refused, the system returns to the caller to play the appropriate greeting and take an action. D [DiahoneIktection] The voice mail system checks for dialtone before the call is transferred. Use this transfer option if the Comdial telephone system does not provide disconnect signaling. For this transfer option to work, you must also use the DT integration option. See the Switch Setup topic for details. I [Introduce] The person who answers the telephone hears Tall for ” before being connected to the caller. M [Message Screen] Callers are asked to record their name. Before the call is transferred, the person who answers the telephone hears “Call horn . ” If the caller leaves a message instead, the recorded name is added to the start of the message. Even if the caller doesn’t leave a message, the subscriber still receives the recorded name as a message box message. Do not use with the S call transfer option.
Reference Manual Transaction Boxes 263 Callers are asked to record their name. Before the call is transferred, the person who answers the telephone hears “Call from . ” The recorded name is not saved. Do not use with the M call transfer option. Greeting Day/Nite/Alternate This section controls the transaction box’s greetings. A transaction box can have 3 separate recorded greetings. The fields display how many seconds each greeting lasts. The subscriber who owns the transaction box can record all three greetings, as well as switch between the active Day or Night greeting and the alternate greeting. The system manager can also record transaction box greetings at the console using a local connection. If you do not want the system to play a greeting, copy silence into the transaction box’s greeting fields. For steps to copy silence to a voice field, see the topic Recording Voice Fields. NOTE: The greeting does not have to be an actual “greeting.” It can be any message or announcement you wish. However, it should be consistent with whatever Action you program. Active This field tells you which greeting is currently active. D/N means the standard Day or Night greeting is active (depending on which mode the box’s schedule is currently in). Alt means the alternate greeting is currently active. If the alternate greeting is active, it is used in both Day Mode and Night Mode. When the standard greeting is active, but not recorded, the system plays one of these default standard greetings: ‘ is not available right now. ” -OR- ‘ is on the phone now. ” [PH-BoxJsGone] When the alternate greeting is active but not recorded, the system plays the default alternate greeting: ‘ is out today. ” [PH-Box_lsGone] ‘Action Day/Nite These fields tell the system what to do if the caller does not press any touchtones during the greeting. You can set a different action for Day and Nite. The possible actions are: G [Go to system ftl] The system routes the call to another System ID. You must type a valid System ID directly to the right of the GotoID--> arrow. (For example, GotoID--> $PM routes a call to the Public Interview Box.) Be careful not to create a closed loop of linked System IDS, in which each ID routes back to the other. The system immediately hangs up, without saying goodbye. o [Transfer to Operator] The system routes the call to the Operator Box (QuickStart Application Screen, Page 3).
264 Transaction Boxes ExecuMail6.5 R [Restart] The system returns the call to the Action prompt of the Opening Line. S [Say Goodbye] The system says “‘IFyou need further assistance, press the pound key now. Thank you and goodbye, ” then hangs up. T [Take a Message] The system says, “If you’d like to leave a message, I’ll record it now, ” then takes a message for the subscriber who owns the transaction box. Max-msg Applies only if the Action is Take-msg. This sets the maximum length in seconds an outside caller’s message can last. The maximum value is 9999 seconds (2 hrs, 46 min). Edits OK? This field controls whether outside callers hear this after leaving a message: ‘Press I to add to your message, 2 to listen to it, the pound s&n to re-record it or if you’re satisfied with your message, press the star key to send it. ” [PH_Box_FirstEditMenu] Send Msg Urgent? This parameter controls whether messages left by outside callers should be marked urgent. Urgent messages are heard first in the transaction box owner’s message stack. Three values are allowed: les = All outside caller messages are marked urgent No = No outside caller messages are marked urgent &k = Callers are asked if they want to leave an urgent message After Msg This field controls how the system handles the call after recording a message from the caller. Use any of the actions listed above, except Take-msg. This field applies only if the Action is set to Take-msg. One Key Dialing (Single Digit Menus) The One key dialing section at the-bottom of the Transaction Directory Screen allows you to program single digits to represent full System IDS for subscribers’ Extension # IDS, transaction boxes, or interview boxes. Instead of entering the full System ID, the caller just presses a single key. This makes it easy for callers to use menus. The system listens for one key dialing selections during the transaction box’s greeting, and during the phrase played when the box’s Action is set to Say-bye. When you or the box’s owner record the transaction box’s greetings, be sure to explain the menu selections, and include pauses so the caller has time to make a selection. Example You could create a transaction box for a “Weekend Information Center” with a greeting that says: ‘You’ve reached our Weekend Information Center: For the weather forecast, press 1; for the latest sports scores, press 2; for the special events calendar, press 3.... That’s 1 For weather, 2 For sports, and 3 for special events. Have a great weekend!” :, I’ : _:’ .-.- ~
Reference Manual Transaction Boxes 265 In the lx, 2~ and 3s fields of the One key dialing section, enter the System IDS for the transaction boxes containing messages on weather, sports and special events. Delay Between Single Digits You can set the system to pause a certain number of seconds for additional touchtones before routing the call according to the transaction box’s one key dialing menu. This allows callers to press full System IDS to bypass one key dialing, even during a greeting. You program how long the system waits between touchtones using the OK option in the Startup field on Line 58 of the QuickStart Application Screen, Page 6. 52. Max person-person recording: 300 sets Max screening recording: 6 53. Skip back time on #: 4 Max ID attempts: 4 Bad ID Goto--> 54. Record Pauses...Beginning: 5 Short ending: 2 Long ending: 3 55. Beep on record? Yes Disk full warning at: 15 mins left 56. Blank PC screen? Yes Screen Type: Auto Keypad: Q=7, Z=9 keys 57. OS Surrender- Daily: Weekly: Monthly: 58. Startup: OK1 Error notices to: 0 59. ID for Alpha Directory: 555 Auto xfer? Yes ID for Num Groups: Public Fax Box Fax ID: SFAKBOX Transfer? No Voice name: 0:02 Alt Action: Operator Await-Ans-->4 Rings Holding? No Announce: Always Figure 143: Startup options, QuickStart Application Screen, Page 6 To change the number of seconds the system waits during one key dialing: 1. Sign in at the system console. Press [PgDn) repeatedly to display the QuickStart Application Screen, Page 6. 2. In the Startup field, press @ repeatedly to move the cursor to the end of any options already in the field. Type OKn, where n represents the number of seconds you want the system to wait before processing a touchtone entered at a transaction box. For example, enter OK1 if you want the voice mail system to wait 1 second before processing the touchtone during one key dialing. If there is no OK option set, or if the OK option is set to zero (OK0), the system does not allow callers to override the one key dialing offered during transaction boxes. 3. Press [a]. Sample Transaction Boxes The voice mail system includes three sample transaction boxes. The samples illustrate how you might use transaction boxes to handle sales calls and technical support calls. These sample transaction boxes are: Box Number Description 411 A sample Departments Box 700 Informs the caller that no one in the sales department is available to take the call, and transfers the caller to the operator. 800 Informs the caller that no one in the Technical Support department is available to take the call, and transfers the caller to the operator.