Comdial Quick Q Acd Administrators Guide
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Overflow Group The overflow group is a secondary group of Agents to whom the system will direct calls after the overflow threshold time-out occurs (default is 3 minutes, 30 seconds). The overflow group allows agents in more than one group to handle calls. By handling calls from other groups, Agents increase the overall call handling efficiency of the system. The system allows 4 overflow groups for each group. The overflow groups are set by the System Manager. Note: Overflow level 4 can be set to a specific Non-ACD extension. Example: Agents in Group Two will receive calls from Group One when the preprogrammed period of time (default is 210 seconds) has gone beyond the overflow threshold (preset depending on the Group’s requirements). If all agents in Group Two are busy, the system can “look back” to Group One and direct calls there as agents become available. Overflow Threshold The overflow threshold is the period of time that the system holds a call before it transfers it to an overflow group. Priority Call Handling There are four call handling priority levels (01 is the highest priority and 04 is the lowest priority). System Managers can assign a priority status to sub-groups of telephone lines. The system will queue the calls that arrive on those lines ahead of the calls that arrive on non-priority lines. Example:Assign 800 numbers a priority of 01 so Agents will answer these calls before they answer any other call. This is important, as network billing starts as soon as theQuickQanswers the call. Individual Agents can have a priority status (01 to 04). The system assigns calls to Agents with the highest priority before it assigns calls to lower priority Agents. Example:Assign Agent 200 a priority of 01 and Agent 209 a priority of 04. Agent 200 will receive incoming calls before Agent 209 receives any regardless of idle time. This allows Agent 209 to be available for calls yet be less likely to be interrupted from any other assigned work. This means Agent 209 can do assigned paperwork during a known slack period and still be available to answer calls if all other Agents are busy. Redirect Threshold If a call is not answered by an Agent (for example, the Agent forgot either to log-out or to make their telephone busy before leaving their desk) for a period of time defined as the redirect threshold time, the system will redirect the call to another Agent or group and automatically make the Agent’s telephone busy. This occurs only in Manual Answer Mode. Call Screen Mode This mode of call routing sends all calls to the digital voice announcer. Callers hear the complete initial delay announcement before their call is directed to an Agent. Usually the message is used to provide the caller with certain information (promotional information or instructions such as “Please have your credit card number ready”) prior to talking to an Agent. GCA70–336 QuickQ System Managers Guide Software Revision 3.0 Introducing The QuickQ System 1–11
Using the Mouse and Keyboard You can use theQuickQsystem with either the mouse-pointing device or the standard keyboard. Employ the method with which you feel most comfortable. If you are unsure how to navigate theQuickQmenus and enter data or select items, refer to Appendix A for a description of theQuickQgraphical windowing environment, and details for using the mouse and keyboard. If you are confident that you can use these techniques adequately, go on toQuickQprogramming. GCA70–336 QuickQ System Managers Guide Software Revision 3.0 Using the Mouse and Keyboard 2–1
Programming QuickQ You can program theQuickQfeatures by any of the following parameters: ·System, ·Group, ·Sub-group, ·Agent. You must programQuickQfrom the system console using the windowing graphic environment with either the mouse or the keyboard. If you are not familiar with using a mouse or the keyboard in a windowing graphic environment, refer to Appendix A. Understanding System Startup At initial installation, the installer performs system startup and programs the DXP or DXPPlusdigital communications system and theQuickQto work together. The system begins operation with the following default settings: ·System Manager ID # 900·System Manager Password 900 ·Group Supervisor ID # 901 to 916·Group Supervisor Password 901 to 916 ·Agent’s ID # No default·Agent Password No default ·Overflow Threshold 210 seconds·Overflow Group No overflow ·Alarm Threshold 45 seconds·Redirect Threshold 20 seconds ·Priority Override 2 minutes·Alarm Threshold Calls in Queue 0 ·Automatic Force Call No·Call Screening No ·Day to Night Mode Yes·Manual Answer Yes ·Agent Priority Level 01·Time for Day to Night Mode 5:30 p.m. ·First Message 1·Agent Wrap-up 10 seconds ·Night Message 3·Second Message 2 ·First Message Delay 10 seconds·Special Message 4 ·Line Priority Level 01·Music Interval 30 seconds To determine which settings are applicable to you, refer to the relevant headings on the following pages. GCA70-336 Programming QuickQ Software Revision 3.0 Programming The QuickQ System 3-1
Preparing System Layout / Worksheets Prepare the system manager’s programming worksheet before you actually begin configuring the system at the console, and use this worksheet as a reference to assist you in entering the information required. There is an example worksheet in Appendix B. Programming The System Level Configuration Performing Initial Sign In Use the following steps to gain access to the system. 1. Press Escto close the QuickQ Status window (Figure 3-1). 2. On the main system window, select theSign-Inmenu bar option. Either move the pointer to it and click the left mouse button, or hold down the Altkey and press theSkey (Figure 3-2). Figure 3-2 Sign In Window QQ50 Figure 3-1 QuickQ Status Window QQ70 Programming QuickQ GCA70-336 3-2 Programming The QuickQ System Software Revision 3.0
3. The System Access window appears, and theID#box will display 100. You can type without having to first clear this value (Figure 3-3). 4. The System Manager ID# and the password both default to 900. Type 900at the ID# box and press Enter. The highlight moves to the Password box. Type900again and pressEnter. 5. The Supervisor/Manager Sign In window appears. Select theManagerline (Figure 3-4). Press Enterusing the keyboard.Figure 3-3 ID and Password Figure 3-4. Supervisor Sign In Window QQ51 QQ52A GCA70-336 Programming QuickQ Software Revision 3.0 Programming The QuickQ System 3-3
6. The screen display changes to show the Manager window, and the menu bar will now display a series of five options: ·Sign-out ·System-Setup ·Group-Programming ·System-Backup ·Management Info You are now signed in to theQuickQsystem. For security reasons you may wish to change your ID# and password at this time. After ten minutes of inactivity, the screen saver will turn on with a moving COMDIAL logo and the clock update on the screen disappears. Moving the mouse or pressing a key disables the screen saver and the previous windows appears, along with the clock. (Screen saver will not turn off if on a real time window). Programming QuickQ GCA70-336 3-4 Programming The QuickQ System Software Revision 3.0
Setting Up The System Setting the Company Name 1. SelectSystem Setupfrom the menu bar. This will display a menu containing seven options: ·Company Name ·ID/Password ·Time/Date ·Intergroup Overflow ·Announcement ·Account Code ·Stat-Bin ·Wallboard 2. Select theCompany Nameoption. The Company Name window appears. Type in the desired company name. 3. To save the change, click onSave-To-Disk, or hold down the Altkey and theSkey at the same time. 4. The Save Company Name window appears. SelectingYesor pressing Alt Yprompts the system to save the changes and to close all windows automatically. SelectingNoor pressing Alt Nreturns to the Company Name window. You can now close this window by pressing Escor double clicking on the close box. Changing Passwords and ID’s Using the following procedure, select the group of your choice from the ID/Password window, change the group names, change the Supervisor names, and change the ID# and passwords of the Supervisors of all groups. 1. Pull down theSystem Setupfrom the menu bar and selectID/Passwordfrom the second line of the menu. 2. The menu closes and theID/Passwordwindow appears with the highlight bar over theGp. 00 SYSTEMline. Press Enteror click on the highlight with the mouse (Figure 3-5). QQ71 Figure 3-5. IDs/Passwords GCA70-336 Programming QuickQ Software Revision 3.0 Programming The QuickQ System 3-5
3. The Edit ID and Password window appears as shown in Figure 3-6. NOTE: Group 00 refers to the Manager’s Password/ID. This does not refer to one of the call processing groups. For Groups 01 - 16, enter the name of each department that will be processing ACD calls. 4. If you wish to change the name, type in the new name at the highlight. To move to the Supervisor box, press the Tabkey or click on the box with the mouse. 5. If you wish to change the name of the Supervisor, type in the new name. To move to the ID# box, press the Tabkey or click on the box with the mouse. 6. Type in the ID# you wish to use (you can use only numeric digits for the ID# and password, with a range of 100 to 999). 7. Move to thePasswordbox and type in the password you wish to use (you can use only numeric digits for the ID# and a password of 100 to 999). 8. When you have entered the details in the boxes to your satisfaction, select theUpdateoption from the menu bar or press Alt Uto save your new details. 9. The Save Changes window appears. If you selectYesor press Alt Y, the system saves the changes and closes the Save changes window automatically. If you selectNoor press Alt Nthe system returns to the Edit ID and Password window. Press Escor double click on the closebox to exit the Edit ID and Password window. You can now set or change other system parameters. 10. After making all necessary changes, select theSave-To-Diskoption on the menu bar or press Alt Sto save the changes to the hard drive.Figure 3-6. Edit ID and Password Window QQ72 Programming QuickQ GCA70-336 3-6 Programming The QuickQ System Software Revision 3.0