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Lucent Technologies Centrevu Advocate Release 8 User Guide

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    							  Call Center Solution: Control Agent Time in Skill CentreVu® Advocate Release 8 User Guide
    Overview9-1
    9  Call Center Solution: Control Agent Time in Skill
    Overview9
    Many call center administrators want to simplify agent scheduling, as well as 
    control agents’ time in different skills. Controlling agent time in skills more 
    evenly spreads the overall work load between agents as well as more evenly 
    distributes calls among agents.
    CentreVu® 
    Advocate 
    Features
    9
    This chapter discusses the following CentreVu Advocate features:
    lPercent Allocation call handling preference
    lService Level Supervisor.
    Use the 
    CentreVu Supervisor reports presented in this chapter to verify that 
    CentreVu Advocate is working.
    Customer 
    Example
    9
    A travel agency call center has 20 agents and 4 skills. Since agents are paid 
    on commission, they need an equal opportunity within each skill. The call 
    center supervisor wants to evenly distribute the calls among agents, which 
    will in turn more evenly distribute overall work load. Based on traffic, the 
    percentages are assigned the same for each agent, as follows:
    lCruises: 20%
    lAirlines: 50%
    lDomestic: 15%
    lInternational: 15%.
    To better serve the higher revenue skills, such as Cruises and 
    International, the percentages are set higher than the expected traffic.
    NOTE: 
    						
    							  Call Center Solution: Control Agent Time in Skill CentreVu® Advocate Release 8 User Guide
    Implementation9-2
    Implementation9
    Agents will have their time in the four skills determined through Percent 
    Allocation, a new call handling preference available with 
    CentreVu 
    Advocate. The agent selection method is a form of Expert Agent 
    Distribution (EAD).
    Agent Selection9Agent selection for this call center solution is through Uniform Call 
    Distribution-Least Occupied Agent (UCD-LOA) to choose the least 
    occupied agent available in a skill. All agents are assigned to all four 
    skills. UCD-LOA distributes the work load across all skills, giving all 
    agents a comparable level of occupancy. The Average Speed of Answer 
    (ASA) should also be determined for each skill to minimize the abandons 
    per skill. Once the ASA is determined, the thresholds can be set below 
    the average time to abandon on each skill and above the acceptable 
    service level.
    Call Selection9Agents are given a call handling preference of Percent Allocation. 
    Percent Allocation controls agent time in skill by selecting a mix of calls 
    for each agent that keeps the agent as close as possible to the 
    administered percentages per skill. Service Level Supervisor may be 
    used with Percent Allocation, and will override the Percentages for each 
    skill if the forecasts on which the percent allocations are based turn out to 
    be inaccurate, if Call Selection Override is ON (see Chapter 2, “Custom 
    CentreVuâ Advocate Solutions,”  Chapter 11, “Administer CentreVuâ 
    Advocate on the
     DEFINITYâ ECS” and Chapter 3, “Call Center Solution: 
    Maximize Revenues” for more information).
    Direct Agent Calls First may also be administered on a per-agent basis. 
    Selecting this option will send direct agent calls before percent-allocated 
    calls, overriding Percent Allocation even in an over-threshold situation. If 
    this option is not selected, then Direct Agent Calls will be treated like 
    other skill level calls, and will be answered as Direct Agent Calls only 
    when there is a best percentage match. 
    						
    							  Call Center Solution: Control Agent Time in Skill CentreVu® Advocate Release 8 User Guide
    Implementation9-3
    Switch 
    Administration
    9
    Several items must be administered on the switch administration forms 
    for this business solution to work. See Chapter 11, “Administer 
    CentreVuâ Advocate on DEFINITYâ ECS” for more information on 
    switch administration.
    Customer Options 9On the System Parameters Customer Options form, set the following 
    fields:
    lCentreVu Advocate? must be set to Y.
    lExpert Agent Selection (EAS)? must be set to Y.
    Features9In the Service Level Supervisor Call Selection Override 
    field, enter Y to divert agents to over-threshold skills.
    Hunt Group 9On the Hunt Group form, set the following parameter:
    lEnter the skill number on the command line.
    lOn page 1, the Group Type: field must be set to UCD-LOA.
    If Service Level Supervisor is to be enabled, continue with the following 
    administration:
    lOn page 2, enter Y in the Service Level Supervisor field and 
    set the Thresholds to a level high enough that warrants agents to be 
    redirected.
    Administer these parameters for the Airlines skill, the Domestic skill, and 
    the International skill.
    CentreVu 
    Supervisor 
    Administration
    9
    Agents need to have their call handling preferences set to Percent 
    Allocation, and then need to be assigned to the skills Cruises, Airlines, 
    Domestic, and International with percentages. Direct Agent Calls First 
    may be selected if Direct Agent Calls are to be selected on a per-agent 
    basis; otherwise, Direct Agent Calls will be treated like other skill level 
    calls. 
    New Agents must have this administered on the 
    DEFINITY ECS forms 
    (see Chapter 11, “Administer 
    CentreVuâ Advocate on DEFINITYâ ECS” 
    for more information). Existing agents can have this administered using 
    the following procedure. 
    						
    							  Call Center Solution: Control Agent Time in Skill CentreVu® Advocate Release 8 User Guide
    Implementation9-4
    Change Agent 
    Skills Dialog Box 
    9
    On the Change Agent Skills dialog box, shown below, set an agent’s call 
    handling preference to Percent Allocation.
    To administer an agent’s call handling preference, use the following 
    steps.
    1. Select Com
    mands from the CentreVu Supervisor Controller.
    2. Select A
    gent Administration.
    3. Select the automatic call distribution (ACD) by entering the ACD in 
    the text box or selecting an ACD from the drop-down history list.
    4. Select Change Agent Skills on the Operations tab.
    5. Select OK. The Select Agent/Template dialog box will display.
    6. Select an agent by entering the agent’s name in the text box, using 
    the drop-down history list or using the history button.
    7. Select OK. The following Change Agent Skills dialog box will display 
    with the selected agent’s information shown in the title bar. The 
    Assigned Skills grid will display on the dialog box.
    8. Select Call Handling Preference: Percent Allocation.
    9.Optional: Select the Direct Agent Calls First check box to send 
    direct agent calls to the agent fist, even in overload situations.
    10. Set the agent’s percentage for each assigned skill. The total must be 
    equal to 100 percent of the agent’s staffed time across all skills.
    11 . S e l e c t  OK to accept the assignment. 
    						
    							  Call Center Solution: Control Agent Time in Skill CentreVu® Advocate Release 8 User Guide
    Implementation9-5
    Options9If you have several agents that need to have the same assigned skills 
    and skill levels, use the Agent Template options on the Change Agent 
    Skills form to use the information for another agent.
    1.Using procedures in the Chapter 6, “Agent Administration,” of the 
    CentreVuâ CMS R3V8 Administration document (585-210-910), 
    define an agent template with the skill profiles you wish to apply to a 
    group of agents .
    2. Select the agent template in the Select Agent/Template dialog box. 
    The Change Agent Skills dialog box will display with the skill profiles 
    for that template displayed.
    3. Select the Agent Name(s)/Login ID(s) check box and enter up to 
    50 agents in the agent field or select up to 50 agents using the drop-
    down list or Browse dialog box.
    4. Select OK. 
    CentreVu Supervisor will buffer the change agent skills requests and 
    send them to the switch one at a time. A status dialog box will 
    display with the status of each agent request. 
    						
    							  Call Center Solution: Control Agent Time in Skill CentreVu® Advocate Release 8 User Guide
    Verifying the Solution Through Reports9-6
    Verifying the Solution Through Reports9
    This solution can be verified by reviewing agent work states and time in 
    skill. The results of implementing this solution can be seen in any of the 
    reports that include information on agents staffed per skill and overall 
    agent information, such as skill assignments. 
    Reports9The most relevant reports to this solution are listed below:
    lReal-Time Graphical Allocated Agents Report
    lHistorical Graphical Average Positions Staffed Report
    lIntegrated Agent Graphical Information Report
    lReal-Time Agent Information Report.
    You may also use the Real-Time Queue/Agent Summary Report to 
    display a summary of agent activity for the administered skills.
    Additional 
    Information
    9
    These reports are fully documented in the CentreVuâ Supervisor Version 
    8 Reports
     document (585-210-929). They are summarized as they relate 
    to 
    CentreVu Advocate in this chapter. See the Reports document for 
    more information on Real-Time and Historical reports.
    Database Items and 
    Calculations
    9
    New database items and calculations for CentreVu Advocate, along with 
    modified, existing database items, are described in Chapter 13, 
    “
    CentreVuâ Advocate Database Items and Calculations.” Existing 
    database items and calculations are described in the 
    CentreVu CMS 
    R3V8 Database Items and Calculations 
    (585-210-939) document. 
    						
    							  Call Center Solution: Control Agent Time in Skill CentreVu® Advocate Release 8 User Guide
    Verifying the Solution Through Reports9-7
    Real-Time 
    Graphical 
    Allocated Agents 
    Report
    9
    This report, which is available only for customers who have DEFINITY 
    ECS R6 or later switches with Expert Agent Selection (EAS) and have 
    purchased 
    CentreVu Advocate, displays the number of active and staffed 
    percent allocation agents who are staffing a selected skill.
    If 
    CentreVu Advocate is not activated then those fields on the report 
    which pertain to 
    CentreVu Advocate will not be populated.
    Things to Know for 
    CentreVu Advocate9
    Here are some things you need to know about this report:
    lYou can access this report from the Real-Time Split/Skill Category 
    selector menu.
    lThe Graphical Allocated Agents report will show the total number of 
    active agents and full-time equivalent agents, for a selected skill. 
    This report will also show the number of Standard, Reserve1, and 
    Reserve2 agents staffed and the number of each of those 
    categories of agents who are active for the skill.
    — The Call Center manager or supervisor can use this report to 
    determine how many agents are active from each agent pool 
    and compare that to the number of total staffed agents.
    lThis report shows the following two-dimensional bar charts:
    — The chart on the left side of the report displays the agents 
    active for the specified skill, and has a bar for the number of 
    standard agents active, a bar for the number of reserve1 
    agents active and a bar for the number of reserve 2 agents 
    active.
    — The chart on the right side of the report displays staffed agents 
    and has a bar each for the number of standard agents staffed, 
    number of reserve1 agents staffed, and number of reserve2 
    agents staffed.
    lThe database items used for the Graphical Allocated Agents Report 
    are stored in the csplit table.
    lThe chart type can be changed. See the CentreVuâ Supervisor 
    Version 8 Reports 
    document (585-210-929) for more information.  
    						
    							  Call Center Solution: Control Agent Time in Skill CentreVu® Advocate Release 8 User Guide
    Verifying the Solution Through Reports9-8
    Input Fields9The following table describes the input fields on the real-time Graphical 
    Allocated Agents report input window. You must fill in the report input 
    window to run the report.
    Item Description
    Skill:Fill in the Skill input name or number for 
    which you want to run the report. You can 
    enter a skill name only if the name has 
    been defined in the Dictionary.
    Refresh Every  
    SecondsEnter the number of seconds (3 to 600) to 
    specify how rapidly 
    CentreVu CMS should 
    update the report data.
    The default for the Refresh Every  
    Seconds: field in this window is your 
    assigned minimum refresh rate plus 15 
    seconds. To find out what your minimum 
    refresh rate is, or to change it, check with 
    your 
    CentreVu CMS administrator.
    Enable Report 
    ThresholdsCheck the Enable Report Thresholds 
    option to start the report with report 
    thresholds running. Uncheck the option if 
    you do not want to run report thresholds.
    Run MinimizedCheck the Run Minimized option to run the 
    report in a minimized window. Uncheck 
    the option to run the report at full size. 
    						
    							  Call Center Solution: Control Agent Time in Skill CentreVu® Advocate Release 8 User Guide
    Verifying the Solution Through Reports9-9
    Report Example9The following report is an example of a Graphical Allocated Agents 
    report.
    Report Description9The following table describes the report fields: 
    Report Heading DescriptionDatabase Item/ Calculation, 
    Ta b l e  N a m e
    Skill:The name or number of the skill (up to 20 
    characters) that is selected for this report. syn(SPLIT)
    Skill StateThe current state of the skill, compared to the 
    administered thresholds.
    Requires 
    DEFINITY ECS R6 or later with 
    CentreVu Advocate.syn(SKSTATE)
    Total Agents 
    Active:The current number of POSITIONS that are on 
    inbound and outbound ACD calls; plus the 
    current number of POSITIONS that are in after 
    call work (ACW), including agents on 
    ACWIN/ACWOUT calls as well as agents in 
    ACW not associated with an ACD call; plus the 
    current number of POSITIONS at which skill or 
    direct agent calls are ringing.ONACD + INACW + AGRING
    Full Time 
    Equivalent 
    Agents Staffed:
    CentreVu Advocate full-time equivalent 
    number of agents staffed for this skill.
    Full Time Equivalent Agents Staffed = 
    TOT_PERCENTS / 100.FTE_AGENTS 
    						
    							  Call Center Solution: Control Agent Time in Skill CentreVu® Advocate Release 8 User Guide
    Verifying the Solution Through Reports9-10
    Standard 
    Agents (active)The current number of POSITIONS that are on 
    inbound and outbound ACD calls; plus the 
    current number of POSITIONS that are in 
    ACW, including agents on ACWIN/ACWOUT 
    calls as well as agents in ACW not associated 
    with an ACD call. This also includes the current 
    number of POSITIONS at which skill or direct 
    agent calls are ringing, minus the reserve1 
    agents (active); or the number of reserve1 
    agents on ACD calls, plus the number of 
    reserve1 agents in ACW, plus the number of 
    reserve1 agents with this skill that have an 
    ACD call ringing. This field is minus the 
    reserve2 agents (active); or the number of 
    reserve2 agents on ACD calls, plus the 
    number of reserve2 agents in ACW, plus the 
    number of reserve2 agents with this skill that 
    have an ACD call ringing.(ONACD + INACW + 
    AGINRING) - (R1ONACD + 
    R1INACW + R1AGINRING) - 
    (R2ONACD + R2INACW + 
    R2AGINRING)
    Standard 
    Agents (staffed)The current number of POSITIONS that are 
    staffed (logged in), minus the number of agents 
    staffing this skill as reserve1, minus the 
    number of agents staffing this skill as reserve2.STAFFED - R1STAFFED - 
    R2STAFFED
    Reserve1 
    Agents (active)The number of reserve1 agents on ACD calls, 
    plus the number of reserve1 agents in ACW, 
    plus the number of reserve1 agents with this 
    skill that have an ACD call ringing.(R1ONACD + R1INACW + 
    R1AGINRING)
    Reserve1 
    Agents Staffed:The number of agents staffing this skill as 
    reserve1.
    Requires 
    DEFINITY ECS R6 or later with 
    CentreVu Advocate.R1STAFFED
    Reserve2 
    Agents (active)The number of reserve2 agents on ACD calls, 
    plus the number of reserve2 agents in ACW, 
    plus the number of reserve2 agents with this 
    skill that have an ACD call ringing.(R2ONACD + R2INACW + 
    R2AGINRING)
    Reserve2 
    Agents Staffed:The number of agents staffing this skill as 
    reserve2.
    Requires 
    DEFINITY ECS R6 or later with 
    CentreVu Advocate.R2STAFFED Report Heading DescriptionDatabase Item/ Calculation, 
    Ta b l e  N a m e 
    						
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