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Lucent Technologies DEFINITY Enterprise Communications Server Release 8 Guide To ACD Call Centers
Lucent Technologies DEFINITY Enterprise Communications Server Release 8 Guide To ACD Call Centers
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DEFINITY ECS Release 8 Guide to ACD Call Centers 555-233-503 Issue 2 December 1999 Automatic Call Distribution (ACD) Basics — Overview and Exercises 1-11 Split Queues 1 Announcements for Calls in a Split Queue When a call enters a split queue, the caller hears ringing until the call is connected to an agent or an announcement. Depending on the treatment assigned to a split, the caller may hear one or two announcements, music, or silence. An announcement is a recorded message that provides information such as the destination the call has reached or a company’s business hours, or it tries to persuade the caller to stay on the line. Things to Know Before You Start Announcements and delay time are assigned to splits through switch administration. Delay time is the amount of time a call will wait in queue before receiving an announcement. If a call connects to an agent before the delay time expires, the caller does not hear the announcement. If a call connects to an agent while an announcement is playing, the announcement stops. After the first announcement plays, the caller hears music or silence until the second announcement plays or the call connects to an agent. The type of caller feedback (music or silence) is also assigned to a split through switch administration. For the DEFINITY ECS and Generic 3 switches with the Call Vectoring feature, announcement capabilities are more flexible than those described in this section. See Chapter 3, Call Vectoring and Related ECS/G3 Features The DEFINITY ECS and the Generic 3 switch support both internal and external announcement devices. The announcement delay time can be from 0 to 99 seconds. A 0-second delay time causes a forced announcement, which means callers always hear the entire first announcement, whether an agent is available or not. A second announcement can be administered to recur each time the announcement delay time expires. Rules for Generic 3 Announcements If a Generic 3 announcement queue is full, the system will continue to try every 10 seconds to connect a call to the proper announcement until the call connects to an agent, connects to an announcement, or enters the announcement queue. The following rules apply to Generic 3 announcements: nCalls directly entering a split queue always receive a forced first announcement if assigned. The caller also hears first and second delay announcements if administered and delay intervals are met. nCalls that reach a split by way of Call Coverage from another split (Intraflow) or a station do not receive a forced or delay first announcement at the destination split. The caller hears a second delay announcement if administered and the delay interval is met.
DEFINITY ECS Release 8 Guide to ACD Call Centers 555-233-503 Issue 2 December 1999 Automatic Call Distribution (ACD) Basics — Overview and Exercises 1-12 Split Queues 1 nCalls that reach a split by way of Call Forwarding from another split (Interflow) or station do receive delay first and second announcements if administered and the delay intervals are met. Announcement Queuing External and internal announcement units are available. The number of calls that can be queued to an announcement depends on the size of the switch/ECS you have. The capacity tables in the DEFINITY Feature Description manual have details for each switch/ECS model. Queuing for internal announcements is quite different. Internal announcements are delivered by a 16-channel announcement board, and a call receives an announcement only when it connects to one of the 16 announcement channels. Therefore, all calls wait in a single queue to access a channel on the announcement board regardless of the split announcement they are waiting to receive. The same announcement can be delivered over multiple channels. Announcements are delivered on demand, so a call that connects to a channel receives an announcement immediately and does not have to wait for the announcement to finish and start again. Answer Supervision and Abandoned Calls Answer supervision is a signal sent by the switch to the serving Central Office (CO). This signal tells the CO that an incoming call has been answered and that the CO should begin tracking toll charges for the call (if they apply). Answer supervision is sent immediately before a call connects to an agent’s voice terminal, to music, or to an announcement. Abandoned Calls An abandoned call is a call that reaches a call center, but does not connect to an agent because the caller hangs up. A call can abandon while in queue or while ringing at an agent position. Abandoned calls represent lost sales or lost good will. Adequate split staffing and effective use of announcements can reduce the number of abandoned calls. Splits should be staffed so that calls do not have to wait in queue for an unreasonable amount of time, and announcements can be used to persuade the caller to wait until someone answers the call. Abandoned Call Search If answer supervision is sent before a caller abandons, ghost calls can occur. A ghost call is a call that is sent to an agent after the caller hangs up. Ghost calls occur because, after a caller hangs up, some COs wait 2 to 25 seconds before sending a disconnect signal to the switch. Ghost calls are a problem because they waste agents’ time, and they can delay or prevent other calls from connecting to an agent. To minimize this problem, Abandoned Call Search can be assigned to specific trunk groups for the DEFINITY ECS and Generic 3 switch.
DEFINITY ECS Release 8 Guide to ACD Call Centers 555-233-503 Issue 2 December 1999 Automatic Call Distribution (ACD) Basics — Overview and Exercises 1-13 Split Queues 1 With Abandoned Call Search, the switch checks the incoming trunk before delivering an ACD call to an agent. If the trunk is on-hook at the CO (the call has been abandoned), the switch releases the trunk and does not deliver the call. If a call is still in progress on the trunk, the switch delivers the call to an agent. Intraflow and Interflow Intraflow and interflow allows you to redirect ACD calls to another split or other local or remote destinations. Redirecting calls to a local destination is called intraflow. Redirecting calls to a destination outside the switch is called interflow. Things to Know Before You Start Intraflow and interflow are set up differently for the DEFINITY ECS, Generic 3 switch. If Call Vectoring is active on the DEFINITY ECS or Generic 3 switch, redirection of calls differs significantly from the following intraflow/interflow descriptions. See Chapter 3, Call Vectoring and Related ECS/G3 Features. DEFINITY ECS and DEFINITY Generic 3 As many as three intraflow destinations OR one interflow destination can be established for a split through switch administration. Intraflow uses the Call Coverage feature to redirect ACD calls to a coverage path that contains one, two, or three of the following internal destinations: nAn extension nAn ACD split (including AUDIX ® ®and Message Center splits) or Hunt Group. The term “Hunt Group” refers to groups of extensions that receive distributed calls. The term “split” refers to a hunt group that is measured by CentreVu CMS. nAn attendant group nAn announcement followed by a forced disconnect. Call Forwarding and ACD splits can be set up to intraflow calls unconditionally. Interflow destinations are the same as those listed above for intraflow (plus the CAS attendant), except interflow sends calls to destinations outside the switch. Setting Up Splits If a split is assigned more than one intraflow destination, the switch tries each destination in the order in which it was assigned. If no destination can accept the call, the switch leaves the call in the original split’s queue. If an interflow destination is specified and activated, the switch tries only that destination. If the interflow destination cannot accept the call, the caller hears a busy signal. ACD splits can be set up to intraflow calls unconditionally. Unconditional intraflow redirects all calls to the specified destination. Unconditional intraflow is normally used to redirect calls when a split is not staffed.
DEFINITY ECS Release 8 Guide to ACD Call Centers 555-233-503 Issue 2 December 1999 Automatic Call Distribution (ACD) Basics — Overview and Exercises 1-14 Split Queues 1 Splits can also be set up to intraflow calls when one or all of the following criteria are met: nDon’t Answer Calls redirect if not answered within the assigned Don’t Answer Interval (1 to 99 ringing cycles). nBusy Calls redirect when the split’s queue is full; that is, when the number of calls in queue equals the administered queue length. nNo Agents Staffed or All Agents in AUX Mode Call redirect if there are no agents staffed or if all agents are in the AUX work mode. Assigning Queue Status If an intraflow destination has a queue, that queue may be assigned an inflow threshold. The inflow threshold, which is established through switch administration, is the length of time the oldest call in queue has waited. Once the inflow threshold is reached, that queue does not accept intraflowed calls and the switch tries the next administered destination. Through switch administration, a split can be assigned Priority Queuing on Intraflow which allows intraflowed calls to enter the priority queue at the destination split. Types of Calls for a Split The following types of intraflow/interflow can be used for a split: nDon’t Answer Time Interval intraflow (using the Call Coverage feature) nBusy intraflow (using the Call Coverage feature) nUnconditional intraflow (using the Call Forwarding-All feature). When calls are intraflowed using the Call Coverage feature, CentreVu CMS only reports inflowed and outflowed calls if the call queues to the original split. For example, a call that covers using the busy criterion will not be recorded as in/outflowed since it could not queue to the original split. Calls that queue before covering using the Don’t Answer criteria are recorded as in/outflowed calls. Setting Up Intraflow/Interflow A split can have either intraflow or interflow active, but not both. However, both conditional (Call Coverage) and unconditional (Call Forwarding) intraflow can be active for a split at the same time. In this case, unconditional intraflow is first invoked for the split’s incoming calls. Then, after the switch forwards a call to the unconditional destination, the switch uses the conditional intraflow criteria to determine whether to
DEFINITY ECS Release 8 Guide to ACD Call Centers 555-233-503 Issue 2 December 1999 Automatic Call Distribution (ACD) Basics — Overview and Exercises 1-15 Split Queues 1 redirect the call to the next destination. Thus, when unconditional and conditional intraflow are used together, the conditional intraflow criteria are applied to the forwarded-to destination, not to the original split. This combination of unconditional and conditional intraflow allows Dialed Number Identification Service (DNIS) numbers to appear on agent display voice terminals. In this case, the DNIS number is actually a dummy split extension (that is, the split extension has no assigned agent extensions). The intraflow destinations are the real splits (with staffed agents). With such a configuration, CentreVu CMS will count incoming calls for the DNIS number (that redirected via unconditional intraflow to real splits) as outflows. CentreVu CMS will also count the calls to the destination splits as ACD calls and inflowed calls. And regardless of the split where calls actually connect to agents, the agents will see the DNIS (dummy split) number on their display terminals. The intraflow criteria and destinations are assigned through switch administration. Console permissions and the Call Forwarding dial access code are also assigned through switch administration. Unconditional intraflow or interflow can be activated by entering the Call Forwarding dial access code from a station with console permission, the split’s extension, and the interflow or intraflow destination number. For the DEFINITY ECS and Generic 3, the split supervisor cannot establish conditional intraflow from a voice terminal. Furthermore, CentreVu CMS cannot be used to set up or activate intraflow/interflow. Night Service for the DEFNITY ECS and DEFINITY Generic 3 The DEFINITY ECS and Generic 3 switch offer an alternative form of call routing called Night Service. Night Service redirects all calls to one of the following internal destinations: nAn ACD split nAn extension nAn attendant group nAn announcement with forced disconnect. Night service is available for a hunt group, a trunk group, or a system. These types of night service are explained below. Hunt Group Night Service Hunt Group Night Service redirects all calls arriving at a split to an internal destination. The Night Service destination for the split and the voice terminal button used to activate the feature are assigned through switch administration.
DEFINITY ECS Release 8 Guide to ACD Call Centers 555-233-503 Issue 2 December 1999 Automatic Call Distribution (ACD) Basics — Overview and Exercises 1-16 Distributing and Handling Calls 1 Trunk Group Night Service Trunk Group Night Service redirects all calls arriving over a split’s assigned trunk groups to an internal destination. The Night Service destination for the trunk group and the voice terminal button used to activate the feature are assigned through switch administration. Trunk Group Night Service by itself does not guarantee that all calls to a split will be redirected. Calls from local extensions and DID calls will still connect to the split. Trunk Group Night Service and Hunt Group Night Service can both be active at the same time. If the Trunk Group Night Service is active, its destination will be used for calls that come in over the trunk group even if they go to a split that has a Hunt Group Night Service destination assigned. System Night Service System Night Service redirects all calls arriving over all trunk groups to the Night Service destination. System Night Service overrides any Hunt Group Night Service set up for an individual split. If Trunk Group Night Service is active for a particular trunk group, System Night Service does not affect that trunk group. When any type of Night Service becomes effective, calls already in a split’s queue are not redirected. To avoid dissatisfied callers, agents should continue to staff the split until the queue is empty. Distributing and Handling Calls This section describes how calls are distributed to agents and how agents handle the calls. The section contains the following topics: nHow calls are distributed to agents nHow agents handle calls nSplit supervisor voice terminal buttons. How Calls are Distributed to Agents ACD calls are delivered to agents according to the type of call distribution (also known as hunting) that is assigned to the split/skill. This section explains the different types of call distribution. The following types of call distribution can be assigned to a split/skill through switch administration: nDirect nCircular nMost Idle Agent (MIA) [also called Uniform Call Distribution (UCD)] nExpert Agent Distribution (EAD).
DEFINITY ECS Release 8 Guide to ACD Call Centers 555-233-503 Issue 2 December 1999 Automatic Call Distribution (ACD) Basics — Overview and Exercises 1-17 Distributing and Handling Calls 1 The following descriptions of ACD call distribution assume that the Multiple Call Handling (MCH) feature is not assigned. Agent availability is different for splits assigned the MCH feature. Some types of call distribution are not available with some versions of switch software. Direct ACD software searches for an available agent in the order that extensions were assigned to the split (through switch administration), starting with the first extension assigned to the split. This type of call distribution is most useful when management wants the most effective or most experienced agents to handle more calls. Agents are rank-ordered from most to least effective and then are assigned to the split in that order. Direct call distribution is called Direct Department Calling (DDC) for the DEFINITY ECS and Generic 3 switches. For the DEFINITY ECS and Generic 3 switches that have the Expert Agent Selection feature, DDC cannot be assigned to skills. However, Expert Agent Distribution (EAD) can be used to ensure that the most expert agent available receives the call. Circular ACD software searches for an available agent in the order that extensions were assigned to the split, starting with the agent after the agent who handled the last ACD call. This type of call distribution provides a balanced workload. Circular distribution is not available on the DEFINITY ECS or on Generic 3 switches. Most Idle Agent (Uniform Call Distribution) ACD software searches for the agent extension that has been idle (waiting) the longest and distributes the call to that extension if the agent is available to handle an ACD call. This type of call distribution, which is sometimes called “true ACD”, ensures a high degree of equity in agent workloads even when call-handling times vary. For the DEFINITY ECS and Generic 3, MIA distribution is called Uniform Call Distribution (UCD). ACD software determines which agent extension has been idle the longest by maintaining an ordered list (queue) of agents who are eligible to receive the next ACD call. Eligible agents enter the queue at the bottom and move toward the top (also called the head of the queue). The agent at the top of the eligible-agent queue (the agent who has been in queue the longest) receives the next ACD call unless the agent is not available at the time the call is to be distributed. If the agent at the top of the queue is not available, the ACD software checks the availability of the next agent in queue until an available agent is found. DEFINITY ECS and DEFINITY Generic 3 When an agent completes an ACD call, the agent is added to the bottom of the eligible-agent queue for the split or skill associated with the call. (Skills apply only to the DEFINITY ECS and Generic 3 switches with the Expert Agent Selection feature.) DEFINITY ECS also offers the option called “MIA across splits/skills” to put an agent at the bottom of all agent queues when the agent completes any ACD call. Agents move toward the top of the eligible-agent queue as long as they remain staffed and available or
DEFINITY ECS Release 8 Guide to ACD Call Centers 555-233-503 Issue 2 December 1999 Automatic Call Distribution (ACD) Basics — Overview and Exercises 1-18 Distributing and Handling Calls 1 on AUXIN or AUXOUT extension calls from the available state, or on an ACD call for another split or skill (unless the “MIA across splits/skills” option is turned on). Agents in ACW are in eligible agent queues on G3 switches. You can choose whether these agents are or are not in the eligible-agent queues for the DEFINITY ECS. An agent is marked as unavailable to take an ACD call if the agent: nis in ACW, nis on an AUXIN or AUXOUT extension call from the available state, or nis on an ACD call for another split or skill. The agent remains in queue moving toward the top of the queue. Agents in multiple splits or with multiple skills enter multiple eligible-agent queues. The agents’ progress in each queue is independent of any activity in other queues. Agents in the AUX state are not in the eligible- agent queue. Expert Agent Distribution (EAD) Expert Agent Distribution is only available with the DEFINITY ECS or the Generic 3 (Version 2 or later) switches that have the Expert Agent Selection feature. This method of call distribution adds a layer of processing on top of the Most Idle Agent distribution call processing, described in the preceding paragraphs. Call Distribution for the DEFINITY ECS with EAS This additional layer of processing sorts the agents in the eligible-agent queue into multiple queues based on skill level. Agents with the skill assigned at higher-priority levels will appear in the eligible-agent queue ahead of agents with the skill assigned at lower-priority levels. The call will be delivered to the most idle most expert agent available, rather than to the most idle agent. Call Distribution for the DEFINITY G3V2 or later with EAS For Generic 3 Version 2, Version 3, and Version 4 switches with EAS, the additional layer of call processing sorts the agents in the eligible-agent queue into primary and secondary skill groups, in effect, creating two eligible-agent queues for each skill. ACD software searches for an available agent extension in the primary skill group before searching the secondary skill group. An ACD call will only be distributed to an available agent in the secondary skill group if no agents are available in the primary skill group. Other aspects of MIA call distribution work the same as described above. How Agents Handle Calls An agent can receive split calls and, in most cases, personal calls that are not related to a split. Calls distributed to an agent’s voice terminal by the ACD feature on the switch are considered ACD calls. Calls dialed directly to an individual agent using the agent’s extension number (such as internal calls and DID extension calls) are called extension-in (EXT- IN) calls. Outgoing calls the agent makes are called extension-out (EXT-OUT) calls. EXT-IN and EXT-OUT calls are considered non-ACD calls.
DEFINITY ECS Release 8 Guide to ACD Call Centers 555-233-503 Issue 2 December 1999 Automatic Call Distribution (ACD) Basics — Overview and Exercises 1-19 Distributing and Handling Calls 1 Things to Know Before You Start The capability of a voice terminal to receive EXT-IN calls or to make EXT-OUT calls can be restricted through switch administration. The following descriptions of agent call handling assume that the Multiple Call Handling (MCH) feature is not assigned. Agent availability and call handling are different for splits assigned the MCH feature. ACD calls are distributed only to available agent extensions. To be considered available, an agent must first staff an agent extension and then select a call-answering mode (automatic in or manual in). Staffing Agent Extension on the DEFINITY ECS/ DEFINITY G3 Without EAS To staff an agent extension on the DEFINITY ECS or the Generic 3 switch without the EAS feature, an agent must dial a login access code or press the LOGIN button on the agent’s voice terminal. The agent must then dial a split number and a login ID. The login ID length, the login dial access code, and, if desired, the LOGIN button are assigned through switch administration. The split number may also be assigned to the LOGIN button or to another voice terminal button. Staffing Multiple Splits An agent can log in from any extension assigned to a split. For the DEFINITY ECS and the Generic 3 switch, an agent can log into as many as three splits. To the switch and CentreVu CMS, each login counts toward the maximum number of agent members that can be measured. That is, if four agents are each logged into three splits, the agent member count is 12. Agent Login Agent login lets ACD (and CMS) know an extension is active and logged into the system (AUX work mode). Pressing the login button and then following the appropriate system login procedure makes the extension staffed in AUXWORK. This procedure varies with the type system you have. Agent Logout Agent logout lets ACD (and CMS) know an extension is no longer active. Agent Request for Supervisor Assistance When supervisor assistance is needed, an agent can press the ASSIST button or dial the ASSIST feature access code and the split/skill group number brings the designated person on line. On G2 the agent must place the current call on hold before pressing ASSIST. On G3 pressing ASSIST automatically places the current call on hold.
DEFINITY ECS Release 8 Guide to ACD Call Centers 555-233-503 Issue 2 December 1999 Automatic Call Distribution (ACD) Basics — Overview and Exercises 1-20 Distributing and Handling Calls 1 Agent States and Call Answering Modes Agent State is the current status of an agent. Work modes are the work function(s) the agent is performing at a given time. When the agent is engaged in an ACD call, the agent is in the ACD agent state. After staffing an extension, the agent is in the auxiliary work (AUX-WORK) mode, which is considered non-ACD work. MANUAL-IN versus AUTO-IN In AUX-WORK mode, the agent is not yet available to receive ACD calls. To become available for ACD calls, the agent must press the MANUAL-IN or AUTO-IN button to select a call answering mode. Table 1-1. Manual-In vs. Auto-In MANUAL-IN The MANUAL-IN button tells the ACD that the agent extension is available for an ACD call. The ACD then distributes a call to the agent according to the established call distribution method. When the call ends, the agent automatically enters the After-Call-Work (ACW) state. While in ACW, the agent is not available to receive ACD calls. When ACW ends, the agent presses MANUAL-IN to receive another ACD call. The manual-in mode is most effective if an agent must perform call-related tasks after finishing each ACD call. MANUAL-IN dial access codes and voice terminal buttons are assigned through switch administration. AUTO-IN Like the MANUAL-IN button, the AUTO-IN button tells the ACD that the agent is available for an ACD call. However, when the call ends, the agent is immediately available for another ACD call according to the established call distribution method. The agent does not have to press any buttons to receive another ACD call. This type of call answering increases the number of calls that agents can answer in a given period of time and is most effective if agents have little or no call-related work to do after finishing each ACD call. The DEFINITY ECS Release 5 has a timed ACW feature for AUTO-IN operation. This option automatically puts the agent into ACW for a preset length of time at the end of an AUTO-IN call. When the time is up, the agent automatically becomes available to take an ACD call. MANUAL-IN and AUTO-IN dial access codes and voice terminal buttons are assigned through switch administration.