Comdial Quick Q Acd Technical Manual
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Technical Manual Automatic Call Distributor Software Revision 3.1 R QickQu
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Radio Frequency Interference The QuickQ digital voice announcer (DVA) contains incidental radio frequency generating circuitry and, if not installed and used properly, may cause interference to radio and television reception. This equipment has been tested and found to comply with the limits for a Class A computing device pursuant to Subpart J of Part 15 of FCC Rules. These limits are designed to provide reasonable protection against such interference when operated in a commercial environment. Operation of this equipment in a residential area may cause interference to radio and television reception; in which case the user is encouraged to take whatever measures may be required to correct the interference. If this equipment does cause interference to radio or television reception, which can be determined by turning the equipment off and on, the user is encouraged to try to correct the interference by one or more of the following measures: Reorient the television or radio’s receiving antenna, and/or relocate the Digital Communications System, the individual telephone stations, and the radio or TV with respect to each other. If necessary, the user should consult the manufacturer or an experienced radio/television technician for additional suggestions. The user may find the following booklet prepared by the Federal Communications Commission helpful: “How to Identify and Resolve Radio-TV Interference Problems.” This booklet is available from the Government Printing Office, Washington D.C. 20402. Stock No. 004-000-00345-4. This equipment has been tested and found to comply with the limits of a Class A digital device, pursuant to Part 15 of the FCC Rules. These limits are designed to provide reasonable protection against harmful interference when the equipment is operated in a commercial environment. This equipment generates, uses, and can radiate radio frequency energy and, if not installed and used in accordance with the instruction manual, may cause harmful interference to radio communications. Operation of this equipment in a residential area is likely to cause harmful interference in which case the user will be required to correct the interference at his own expense. This digital apparatus does not exceed the (Class A) limits for radio noise emissions from digital apparatus set out in the Radio Interference Regulations of the Canadian Department of Communications. Le pre’sent appareil nume’rique n’emet pes de bruits radioe’lectriques de’passant les limites applicables aux appareils nume’riques (de la class A) prescrites dans le Re’glement sur le brouillage radioe’lectrique e’dicte’ par le ministe’re des Communications du Canada. CAUTION Changes or modifications to this unit not expressly approved by the party responsible for compliance could void the user’s authority to operate the equipment. ii
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Table Of Contents Section1IntroducingTheQuickQSystem ...................................1-1 UnderstandingTheManualOrganization ...................................1-1 UnderstandingTheTermsUsedInThisManual................................1-1 ListingTheRelatedPublications........................................1-1 Defining TheQuickQSystem..........................................1-2 Describing TheQuickQFunctions .......................................1-3 Detailing TheQuickQBasicOptions......................................1-3 UsingTheSystemSizingOptions .....................................1-3 UsingTheWallboardOption .......................................1-3 UnderstandingTheSystemComponents....................................1-4 The Telephone Switching System . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1-2 The Digital Voice Announcers . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1-4 TheCentralCallProcessor.........................................1-2 The ACD Telephone . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1-2 TheOptionalWallboard ..........................................1-4 QuickQ3.1.0Enhancements ..........................................1-6 WallboardsExpandedAndImproved ...................................1-6 CallersCanEscapeWhenWaitingInAQueue ..............................1-6 ProgrammingQuickQWithoutAProtectionKey.............................1-6 ProgrammingQuickQFromAnotherPCThroughNetworking......................1-6 Converting Version 2 to Version 3 Database And Historical Data . . . . . . . . . . . . . . . . . . . . 1-7 DirectDID/DNISProcessingBy .....................................1-7 QuickQ3.0.0Enhancements ..........................................1-8 SelectingReportsToBePrintedAutomatically..............................1-8 SchedulingTheNightModeOperations..................................1-8 Transferring External Calls To A Subgroup—Group-To-Group Transfer . . . . . . . . . . . . . . . . 1-8 CallsinQueueButtonAvailable......................................1-8 GroupSupervisor’sRealTimeScreenEnhanced .............................1-8 CallRoutingAndReportingFunctionsAvailableFromCallingLineID.................1-8 ExportingReportsInASCIIFormat....................................1-8 SettingTheAllAgentBusyAlarm.....................................1-8 Forcing Account Code Entry . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1-8 UsingTheScoutCordlessPhone......................................1-9 WallboardsAreOptionallyAvailable ...................................1-9 ExpandingTheSystem...........................................1-9 CallsReturnedFromAnOverflowExtension...............................1-9 Programming The Abandon Call Timer . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1-9 IMI66-130Table Of Contents Software Revision 3.1Contents–iii
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Section2InstallingTheQuickQSystem.....................................2-1 ReviewingTheInstallationCheckList .....................................2-1 QuickQPackageContents .........................................2-1 InstallationCableKitContents.......................................2-1 DVAPackageContents ..........................................2-2 VoiceCardPackageContents .......................................2-2 OptionalWallboardEquipmentRequired .................................2-2 AdditionalMaterialsRequired.......................................2-2 ToolsAndHardwareRequired.......................................2-2 Mounting Considerations . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2-2 Mounting The Equipment . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2-3 Mounting The DVA16 Cabinet . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2-3 Mounting The optional Wallboards . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2-4 System3WiringTheQuickQSystem ......................................3-1 Connecting The Personal Computer To The DVA . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-3 Connecting The Personal Computer To The Digital Communications System . . . . . . . . . . . . . . . . 3-4 Connecting The Digital Communications System To The DVA . . . . . . . . . . . . . . . . . . . . . . . 3-6 Connecting Wallboards To The Personal Computer . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-8 Connecting TheQuickQPROTECKEY ................................... 3-10 Connecting AC Power To The DVA . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-10 Reviewing The System Interconnection . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-11 Section4ProgrammingTheDigitalCommunicationsSystem.........................4-1 ProgrammingTheSystemParameters .....................................4-1 Programming The Line Parameters . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4-2 ProgrammingTheSerialDataPorts ......................................4-2 Programming Class Of Service For Master Channel And DVA Ports . . . . . . . . . . . . . . . . . . . . . 4-3 ProgrammingTheMasterChannel1VoicePortStationFeatures.......................4-4 ProgrammingTheMasterChannel2VoicePortStationFeatures.......................4-5 ProgrammingTheDVAStationFeatures ...................................4-6 ProgrammingTheSupervisorAndAgentStationFeatures ..........................4-7 ButtonMappingTheStations..........................................4-8 ButtonMappingTheDVAStations ....................................4-8 ButtonMappingTheAgentAndSupervisorStations...........................4-8 ButtonMappingTheMasterChannelPortStations............................4-9 Button Mapping The Function Buttons On The Scout Telephone . . . . . . . . . . . . . . . . . . . . . 5-9 Section5SettingUpThePersonalComputer..................................5-1 UsingQuickQWithAKeyboard........................................5-1 Performing Initial Programming ForQuickQ.................................5-1 SigningIntoTheTechnicianAccessLevel...................................5-2 ProgrammingTheOAINumberAndMasterChannel.............................5-4 Adding Lines ToQuickQ............................................5-5 Deleting Lines FromQuickQ..........................................5-7 Moving TheQuickQLines ...........................................5-8 External Transferring To Line Subgroup . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5-8 Table Of ContentsIMI66-130 Contents–ivSoftware Revision 3.1
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Programming TheQuickQDID/DNISTables .................................5-9 Programming TheQuickQVoicePorts.................................... 5-11 Setting Up The DVA01 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5-12 DVA01 Limitations . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5-12 Programming TheQuickQPrinterInformation ............................... 5-13 ProgrammingTheExternalOverflowExtensions .............................. 5-14 UpgradingTheSystem ............................................ 5-15 Detailing TheQuickQBatchFiles ...................................... 5-16 Section 6 Reviewing The QuickQ DVA Components . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6-1 Reviewing The DVA Chassis Components . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6-1 DVAMotherboard .............................................6-1 IDEController ...............................................6-1 FloppyBackUp ..............................................6-1 Power Supply . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6-1 ReviewingTheVoiceChannelCard ......................................6-2 ReviewingTheI/OBoard............................................6-4 Section7TestingAndTroubleshooting .....................................7-1 TestingTheDVAInstallation .........................................7-1 TestingVoiceChannelCards .......................................7-2 Testing TheQuickQSoftware .........................................7-2 During InitialQuickQProgramming....................................7-2 DuringQuickQOperation .........................................7-2 Examining The EnableQuickQStatusUtility...............................7-3 ExaminingTheAgentStatusUtility....................................7-4 ExaminingTheLineStatusUtility.....................................7-5 ExaminingTheVoicePortStatusUtility .................................7-5 Using Caller Input Queue Escape . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7-6 UsingTheQueueEscapeFeature .....................................7-6 ProgrammingTheEscapeDigit ......................................7-6 Troubleshooting The Queue Escape Feature . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7-6 Section8InstallingTheNewVoiceChannelCards ..............................8-1 Appendix 1 Using QuickQ With A Mouse..............................A1-1 Window Graphic InQuickQ.........................................A1-2 Appendix2ReviewingTheProgrammingRoadMap.............................A2-1 Appendix3UsingTheReport/DataFileConversionUtility .........................A3-1 Converting ExistingQuickQ2.0.0 Report Files ToQuickQ3.1.0ReportFiles...............A3-1 Converting ExistingQuickQ2.0.0 Data Files ToQuickQ3.1.0DataFiles .................A3-2 PublicationIndex ............................................... DX-1 IMI66-130Table Of Contents Software Revision 3.1Contents – v
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List Of Illustrations Figure 1-1. Overviewing TheQuickQSystem............................... 1-5 Figure 3-1. Detailing The Kit-Supplied Modular To 9-Pin EIA Adapter . . . . . . . . . . . . . . . . . . . 3-2 Figure 3-2. Connecting The Personal Computer To The DVA . . . . . . . . . . . . . . . . . . . . . . . . 3.3 Figure 3-3. Detailing The Kit-Supplied Modular To 25-Pin EIA Adapter . . . . . . . . . . . . . . . . . . 3-4 Figure 3-4. Connecting The Personal Computer To The DXP . . . . . . . . . . . . . . . . . . . . . . . . 3-5 Figure 3-5. Connecting The DXP To The DVA . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-7 Figure 3-6 Connecting Wallboards In Terminated And Unterminated Configurations . . . . . . . . . . . 3-9 Figure 3-7. Connecting TheQuickQPROTECKEY ............................ 3-10 Figure 3-8 Reviewing The System Interconnection . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-11 Figure 5-1. Viewing The Error Window . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5-1 Figure 5-2. Viewing The System Access Window . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5-2 Figure 5-3. Viewing The Supervisor/manager Sign-in Window . . . . . . . . . . . . . . . . . . . . . . . 5-3 Figure 5-4. Viewing The Technician Window . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5-3 Figure 5-5. Viewing The System-Setup Window . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5-4 Figure 5-6. Viewing TheQuickQLine-Setup Window . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5-5 Figure5-7.ViewingTheACDLine-SetupAddWindow...........................5-6 Figure 5-8. Viewing The Edit QuickQ Line-Setup Window . . . . . . . . . . . . . . . . . . . . . . . . . 5-7 Figure 5-9. Viewing The DID/DNIS Tables Setup Window . . . . . . . . . . . . . . . . . . . . . . . . . 5-9 Figure5-10.ViewingTheDID/DNISTranslationTable .......................... 5-10 Figure 5-11. Viewing The Voice Port Configuration Window . . . . . . . . . . . . . . . . . . . . . . . 5-11 Figure 5-12. Viewing The Printer-Setup Window . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5-13 Figure5-13.ViewingTheOverflowExtensionWindow .......................... 5-14 Figure5-14 ViewingTheSystemUpgradeWindow ............................ 5-15 Figure 6-1. Reviewing TheQuickQDigital Voice Announcer . . . . . . . . . . . . . . . . . . . . . . . . 6-1 Figure 6-2. Reviewing TheQuickQVoiceChannelCard...........................6-3 Figure 6-3. Reviewing TheQuickQI/OBoard ................................6-4 FigureA1-1.UsingTheMouse .......................................A1-1 Figure A1-2. Viewing A TypicalQuickQWindow .............................A1-2 Table Of ContentsIMI66-130 Contents–viSoftware Revision 3.1
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Section 1 Introducing The QuickQ System Understanding The Manual Organization Section 1: Introducing TheQuickQ System—Provides general information onQuickQand system requirements. Section 2: Installing TheQuickQ System—Provides site planning considerations and instructions on the mounting of the Digital Voice Announcer (DVA) and the optional wallboard. Section 3: Wiring TheQuickQSystem—Provides wiring information for the voice channels on the DVA, PC to DVA, PC to Wallboards, and Digital Communications System to PC. Section 4: Programming The Digital Communications System—Provides the Comdial programming requirements. Section 5: Setting Up The Personal Computer—Provides the information on the installation of theQuickQsoftware into the PC and the initial programming of theQuickQ.Section 6: Reviewing TheQuickQComponents— Provides the description of theQuickQ DVA components. Section 7: Testing and Troubleshooting—Provides the test procedure to setupQuickQand provides information on troubleshooting problems onQuickQ. Section 8: Installing The New Voice Channel Cards—Provides information on how to install additional cards. Appendix 1: UsingQuickQWith A Mouse—Describes mouse usage with theQuickQsystem. Appendix 2: Reviewing TheQuickQProgramming Road Map. Appendix 3: Using The Report/Data File Conversion Utility Understanding Terms Used In This Manual Unless otherwise noted, the name Digital Communications System, or DXP, used throughout this manual encompasses all three Comdial digitalcommunications systems—DXP, DXPPlus,orFX Series. Listing The Related Publications Additional publications that are applicable to theQuickQautomatic call distributor and digital communication systems include the following publications. ·GCA70-336QuickQAutomatic Call Distributor Manager’s Guide ·GCA70-278QuickQAgent’s User Guide ·GCA70-302QuickQSupervisor’s User Guide ·DXLIT-016 DXP Digital Communications System System Reference Manual ·DXLIT–028 DXPPlusDigital Communications System Reference Manual Introducing The QuickQ System IMI66–130, Section One Software Revision 3.1 Introducing The QuickQ System 1 – 1
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Defining The QuickQ System QuickQis a fully integrated Automatic Call Distribution System for Comdial digital communications systems. An Automatic Call Distributor (ACD) is the single most important cost-saving communications tool available to the manager of an incoming call center. QuickQis designed to handle a large volume of incoming calls as efficiently and economically as possible.QuickQprocesses incoming calls by distributing the call to available agents on an equitable basis or by playing announcements to the calling party until an agent is available. Having installedQuickQin a call center, the speed, efficiency, and management control usually results in a 20 to 40 percent increase in the productivity of the agent force, and a 10– to 20– second decrease in the average speed of call answering. The five primary functions of QuickQare as follows: 1.It provides a waiting queue to ensure that callers are answered in the order that they are received and with the appropriate priority. Because of this, the system handles calls in a more timely and efficient manner. 2.The system can provide a number of pre-recorded announcements to play to the calling customers, if no agent is available, to entice the caller to wait in queue.3. The system provides for callers to escape a queue when they have been placed in one by pressing a queue escape digit. Instructions for doing this are played to the caller from a pre-recorded DVA message. After pressing the queue escape digit, the caller is connected to the escape extension for immediate connection to a live operator. 4.The system distributes the workload evenly among the agents to allow an equitable assignment of duties, which in turn facilitates greater productivity. 5.QuickQprovides comprehensive statistical management reports to allow efficient control of agent assignments and lines. Also, it provides rapid feedback of call statistics to agents and supervisors via electronic visual displays called wallboards, when that option is used. Note: The wallboard is called many different names in related literature. For example, readerboard, display, and sign are names often used when referring to this type of device. To be consistent and avoid confusion, we will refer to this visual display device as the “wallboard” throughout the remainder of this document. The advent of microprocessor technology has allowed the cost of ACD systems to be more affordable for small to medium call centers. Hence, ACD systems are becoming increasingly popular with call centers using fewer than 40 agents. IMI66–130, Section One Introducing The QuickQ System 1–2IntroducingTheQuickQSystem SoftwareRevision3.1
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Describing The QuickQ Functions QuickQis a PC-based system for redirecting incoming calls to a human operator or to a digital voice announcement until a human operator is available. QuickQinterfaces to the Comdial digital communications system through the Open Architecture Interface (OAI) to acquire information and control the ACD functions. The message channels of theQuickQDigital Voice Announcer (DVA16) interface to the Digital Communications System through the station port(s). This allowspre-recorded messages to be played out to calling parties. TheQuickQPC communicates with the DVA through an RS-232 serial communication link. This communication link allows the PC to control the messages being played on the voice channels. As an alternative to the DVA16, you can use the Comdial Digital Voice Announcer (DVA01). The DVA01 is controlled by the Digital Communications System. Detailing The QuickQ Basic Options QuickQis available in three packages. The station capacity of these packages differ but the feature content of each package is the same. All packages include real-time status displays of information that the system continuously updates every three seconds. This display allows supervisors to quickly identify conditions such as the call-waiting time. The packages also include a comprehensive management reporting scheme that presents information in both numerical and graphical format. The threeQuickQpackages available are detailed as follows: QuickQPackages ABC Lines 120 120 120 Announcements 16 16 16 Real Time Yes Yes Yes Groups 16 16 16 Agent Sub Group 4 4 4 C.O. Sub Group 4 4 4 Number of Active Agents 12 48* 72* Maximum Agents (IDs) 48 250 500 Wallboards (optional) 16 16 16 * Can be increased by 24 agents, 12 agents at a time, by using the optional sizing software. Using System Sizing Options Software is available for growing system size on the “B” and “C” packages. These packages provide the ability to grow by two increments of 12 agents each. That is, by adding the optional sizing software, you can grow the “B” and “C” packages to a maximum capacity of 72 and 96 agents respectively. Using The Wallboard Option Optional wallboards, using colored LEDs, are used to display vital call statistics. They provide rapid feedback to agents and supervisors on system call status. The system manager can compose messages that are stored and displayed later on the wallboards. The system manager can insert parameters in the messages that allow theQuickQsystem to automatically update certain call statistics on a real time basis. In the example below, the Little Giants team is informed by the scrolling message on their wallboard that they made316outgoing calls on that current day. SCROLLING Introducing The QuickQ System IMI66–130, Section One Software Revision 3.1 Introducing The QuickQ System 1 – 3
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Understanding The System Components The Telephone Switching System QuickQis an add-on application, designed specifically for Comdial Digital Communications Systems. The Comdial equipment performs the telephone call switching functions .The DXP/DXPPlussystems with software revision 10A or later and FX Series systems with software revision 12A or later will fully support the version 3.1QuickQdescribed in this manual. The Digital Voice Announcers TheQuickQDigital Voice Announcer (DVA16) is a stand alone voice processing system designed to directly interface with the system’s station ports. It is a fully integrated system in that the recording and playback of up to 16 voice announcements is under the control of the Central Call Processing unit. In a busy call center, when all agents are busy, the DVA intercepts incoming calls and plays out pre-recorded voice announcements. You can also use the Comdial Digital Voice Announcer (DVA01). Like the DVA16, the DVA01 is also a stand alone voice processing system and you interface it directly with a station port. The main difference between the two systems is that the DVA01 is not an integrated device like the DVA16. You program the DVA01 by using class of service programming from a station on the digital communications system. Another difference is that you can only record four announcements on the DVA01. Therefore, even when you are using the maximum of two DVA01s on a QuickQsystem, the maximum number of announcements you can record is four. The Central Call Processor The Central Call Processor is the brain of theQuickQ. It is a DOS-based, personal computer system that controls and monitors call traffic throughout the QuickQsystem with special-purpose software programs. Refer to Section 2 for a detailed description of the Central Call Processor hardware requirements. The ACD Telephones QuickQis a fully integrated ACD system for Comdial digital telephones. For best results, use LCD speakerphones for the ACD functions and operations. Their two line display shows the call-processing information and operator function prompts and their three interactive buttons allow selections ofQuickQ options and features. Optionally,QuickQsupervisors can use the Comdial Scout wireless telephone to allow them maximum mobility. A maximum of nine Scout telephones can be configured for supervisor functions. LCD messages are abbreviated to fit the smaller 10–character displays. The function buttons F1 through F4 can be programmed so that F1 corresponds to theQuickQ OAI button and F2 through F4 correspond to the Interactive buttons on the LCD speakerphones when QuickQis enabled. The Optional Wallboard The optional wallboard is an electronic message display using LEDs. It provides visual call statistics to agents and supervisors on a real time basis. A maximum of 16 wallboards can be used in one QuickQsystem. The color wallboard has two rows of 20 tri-colored LED characters. Available with QuickQversion 3.1, the mono wallboard has one row of red LED characters. IMI66–130, Section One Introducing The QuickQ System 1–4IntroducingTheQuickQSystem SoftwareRevision3.1