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Lucent Technologies Centrevu Advocate Release 8 User Guide
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