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Lucent Technologies Centrevu Explorer Ii Version 1.0 User Guide
Lucent Technologies Centrevu Explorer Ii Version 1.0 User Guide
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CentreVu Explorer II Version 1.0 User Guide Introduction Overview1-1 1CentreVu ExplorerCentreVu Explorer Introduction1 Overview1 This guide, the CentreVu® Explorer II User Guide Version 1.0 (585-218-200), provides an overview of CentreVu Explorer II operations and features, prerequisites and the baseline configuration, details and procedures for agents using CentreVu Explorer II software, information specific to agent trainers and supervisors, and a glossary.
CentreVu Explorer II Version 1.0 User Guide Introduction Overview1-2 Audience1 This guide is intended for customers of the CentreVu Explorer II solution, including agents, supervisors, trainers and system administrators, NetCare® users (including Technical Service Centers and Professional Services), Maintenance and Provisioning Centers, Call Management Systems (CMS) Helplines, Sales Design Support Centers (SDSC), and anyone else who uses or supports a CentreVu Explorer II setup would find this guide useful. This guide also helps anyone who needs to know: lOperational details about the CentreVu Explorer II solution lHow to operate as an agent, administrator, or supervisor using CentreVu Explorer II software and other elements of the CentreVu Explorer II solution lHow to supervise CentreVu Explorer II agents lTroubleshooting suggestions for users of the CentreVu Explorer II solution.
CentreVu Explorer II Version 1.0 User Guide Introduction What is CentreVu® Explorer II?1-3 What is CentreVu® Explorer II?1 CentreVu® Explorer II provides management of call centers with a tool to manage call center data from the Call Management System (CMS). This information is vitally important to the management of call centers. CentreVu Explorer II transforms valuable DEFINITY ® Enterprise Communications Server (ECS) call center information into powerful knowledge. This knowledge is crucial to the management of your call center. Information collected from the CentreVu CMS is compiled, formatted and presented to the user through a Web browser to illustrate critical call center activity. The data collected provides information such as: (1) How many callers abandoned after being placed on hold for more than 30 seconds? (2) Which agent splits transfer the most calls? (3) What stroke counts are used for incoming call center calls? CentreVu Explorer II provides a mechanism to store and retrieve call center data over a period of time. The call center data is retrieved through a graphical user interface (GUI) enabling desktop queries, reports, and Cradle-To-Grave analysis of a call center’s performance. CentreVu Explorer II is a new application that uses the original CentreVu Explorer functionality as a starting point. The purpose of CentreVu Explorer II is to: lProvide a user-friendly tool to access External Call History (ECH) lSupport data from multiple Call Management Systems lCreate and save user-defined custom and conditional queries lProvide data management support.
CentreVu Explorer II Version 1.0 User Guide Introduction What is CentreVu® Explorer II?1-4 High-Level Description1 By applying information collected from the Lucent Technologies CentreVu Call Management System (CMS), CentreVu Explorer II provides a graphical user interface enabling desktop queries, reports, and Cradle-To-Grave analysis of a call center’s performance. CentreVu Explorer II is compatible with CentreVu CMS Release 3 Versions 4, 5, and 6. CentreVu Explorer II provides a powerful mechanism to store and retrieve valuable call center data over a period of time. Additionally, call centers have access to this detailed information with the same level of detail well into the future. CentreVu Explorer II provides details into many areas of call center activities for managers to use, including the following: lCradle-To-Grave per call reporting lAgent activities such as talk time and call work codes lVector Directory Number (VDN) and split/skill information lCall transfers from split/skill, voice response units and switches lSpecial call treatment such as Service Observing and Malicious Call Trace lQueue treatment such as holding times and abandons in queue lMultiple deployment options lFlexible query capability lMultiple options for displaying the results lFlexibility to export data lSupport for multiple CMSs.
CentreVu Explorer II Version 1.0 User Guide Introduction What is CentreVu® Explorer II?1-5 Benefits of CentreVu Explorer II1 CentreVu Explorer II delivers knowledge to the desktop (client) through powerful Microsoft* Windows NT† or Sun‡ Solaris** based internet server technologies. CentreVu Explorer II requires only a frame compliant web browser on the client. This architecture provides access to critical call center data from any desktop PC or workstation running a web-enabled operating system, such as Windows ††, OS/2‡‡, UNIX***, or MacIntosh†††. Employing this technology uses minimal desktop PC resources. Furthermore, this architecture allows an organization full access to CentreVu Explorer II from multiple web-enabled operating systems. The hardware architecture of CentreVu Explorer II is expandable to meet your storage requirements. It combines a local storage system with external archived capabilities to provide rapid query access while collecting historical information over long periods of time. The customer selects system storage capacities and data retrieval rates to meet the individual call center requirements. CentreVu Explorer II provides a navigation method to query a library of elements and “drill down” information to further call details. Starting at a high level, you can select one of several call center elements and step through additional layers until you reach the desired information. *Microsoft is a registered trademark of Microsoft Corp. †Windows NT is a registered trademark of Microsoft Corp. ‡Sun is a registered trademark of Sun Microsystems, Inc. **Solaris is a registered trademark of Sun Microsystems, Inc. ††Windows is a registered trademark of Microsoft Corp. ‡‡OS/2 is a registered trademark of IBM. ***UNIX is a registered trademark in the United States and other countries, licensed exclusively through X/Open Company Limited. †††MacIntosh is a registered trademark of Apple Computer Inc.
CentreVu Explorer II Version 1.0 User Guide Introduction Why Use CentreVu Explorer II?1-6 Why Use CentreVu Explorer II?1 Some of the reasons to use CentreVu Explorer II include: lAbandon Call Analysis You can use the Abandoned In Que or the Abandon on Hold fields to run queries with all of the available conditions of an abandoned call. The Cradle- To-Grave reports display these detailed results. The results of the query include a list of customers that called back. lEfficient Automatic Number Identification (ANI) Analysis You can use CentreVu Explorer II to analyze the ANI by using the Calling Party field as a query. You can also use wild cards and time parameters to produce a list of customers. lSpecial Call Treatment Wit h CentreVu Explorer II, you can produce a list of calls that are transferred or conferenced. This list shows the way an agent released or treated calls. The treatment of the call is determined by each call center’s preferences for handling calls. lCell Phone Analysis You can use CentreVu Explorer II to analyze the call data and determine if more sales come from cell phone customers than from standard (land line) phone customers. lCradle-To-Grave Reporting CentreVu Explorer II tracks and analyzes information from the time the caller enters the first Automatic Call Distribution (ACD) until they hang up. See Chapter 7, “Sample Queries,” for sample scenarios that can assist you with your call center’s business practices.
CentreVu Explorer II Version 1.0 User Guide Introduction Overview of New Features1-7 Overview of New Features1 CentreVu Explorer II retains all of the features in the previous versions of CentreVu Explorer (1.0, 1.1, and 1.2) which includes access to CentreVu Call Management System’s External Call History elements in a logical, easy-to-analyze format. The CentreVu Explorer II software is easy to install, maintain, and does not require any client software. The CentreVu Explorer II new features include: lEnhanced query capabilities lConditional queries: and/or, , =, , grouping lAbility to easily save queries lTime of day and day of week queries lSupport for a variety of databases (for example, SQL-Server and INFORMIX) lCompatibility with the Windows NT and Sun Solaris platforms lData exportable to other applications lSupport for multiple CMSs lRetention of the “Explorer Classic” look and feel lExpanded the number of row limitations on query results (for example, more than 500 rows can be used) lMigration of some CentreVu CMS Data Dictionary synonyms to the CentreVu Explorer II server lAbility to move between multiple web frames—this eliminates the need to back out of web frames lMultiple window capabilities allow queries to be viewed simultaneously lSome maintenance capabilities are automated (for example, data discard).
CentreVu Explorer II Version 1.0 User Guide Introduction Overview of New Features1-8 Query Capabilities1 This section describes the types of query capabilities available with CentreVu Explorer II. Conditional Queries1 Conditional Queries (also known as Multiple Comparison Operators) provide you with the ability to use a wide range of variables to produce advanced querying capabilities. These query capabilities are also available with Explorer Classic, standard reports, and Custom Query Builder. A wide range of conditional variables now supports CentreVu Explorer II’s advanced querying capability. These Conditional Queries allow you to have more options for querying the data. The conditional variables are: lLess than (=) lEqual to (=) lNot equal to () lAnd/Or.
CentreVu Explorer II Version 1.0 User Guide Introduction Overview of New Features1-9 Group by Parenthesis ( )—An Example1 The following mathematical example shows the grouping capability for a conditional query that is performed for all calls with the duration “greater than” 10 seconds and “less than” 360 seconds. The “And/Or” can be used inside or outside of the parentheses ( ).
CentreVu Explorer II Version 1.0 User Guide Introduction Overview of New Features1-10 Custom Query Builder1 Custom Query Builder is a tool that allows the user to build and save complex queries with a high degree of customized work. You can define a unique set of display fields for each query and make a query available for use by other users. CentreVu Explorer II users are not limited by preconceived ideas about the type of analysis they may want to apply to their call data. Using the Custom Query Builder tool, virtually any conditional query imaginable by a call center manager can now be created and saved for future use. In previous versions of CentreVu Explorer, such customized work could only be achieved through costly designed software solutions. See the “Custom Query Builder” chapter in this document for more details. Call Level Queries1 Call Level Queries are available through every program (for example, Query Builder and Explorer Classic) in CentreVu Explorer II except for Agent in Focus. In CentreVu Explorer Version 1, queries were performed at a Call Segment level, so all calls were broken into “segments” based on the life of the call. If a call entered the call center and was transferred by an agent, this was equivalent to two segments. Queries would match on the individual segments. In order to view the entire call with all of the associated segments, you had to go to the Cradle-To-Grave report. Wit h CentreVu Explorer II, you can query on either the “call” level or the segment level. Therefore, all the information associated with a single call, regardless of its number of segments, is included. Query requests are based on calls returning all segments of the call record. Call Level Queries work by “rolling up” the values of all segments for a call into a call field. For instance, return a call (instead of a segment), where the total on hold time for the call is greater than a value. The fields that can be rolled up to the call include: lStart and Stop Time lAll durations lAll statuses.