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Lucent Technologies Lucent Call Centers Little Instruction Book For Advanced Administration
Lucent Technologies Lucent Call Centers Little Instruction Book For Advanced Administration
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585-210-936 Comcode 108502261 Issue Issue 1 December 1999
Copyright Ó 1999, Lucent Technologies All Rights Reserved Printed in U.S.A. Notice Every effort was made to ensure that the information in this book was complete and accurate at the time of printing. However, information is subject to change. Your Responsibility for Your System’s Security Toll fraud is the unauthorized use of your telecommunications system by an unauthorized party, for example, persons other than your company’s employees, agents, subcontractors, or persons working on your company’s behalf. Note that there may be a risk of toll fraud associated with your telecommunications system and, if toll fraud occurs, it can result in substantial additional charges for your telecommunications services. You and your system manager are responsible for the security of your system, such as programming and configuring your equipment to prevent unauthorized use. The system manager is also responsible for reading all installation, instruction, and system administration documents provided with this product in order to fully understand the features that can introduce risk of toll fraud and the steps that can be taken to reduce that risk. Lucent Technologies does not warrant that this product is immune from or will prevent unauthorized use of common-carrier telecommunication services or facilities accessed through or connected to it. Lucent Technologies will not be responsible for any charges that result from such unauthorized use. Lucent Technologies Fraud Intervention If you suspect that you are being victimized by toll fraud and you need technical support or assistance, call Technical Service Center Toll Fraud Intervention Hotline at +1 800 643 2353. Federal Communications Commission Statement Part 15: Class A Statement. This equipment has been tested and found to comply with the limits for 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. Ordering Information Call: Lucent Technologies Publications Center Voice +1 800 457 1235 Fax +1 800 457 1764 International Voice 317 322 6416 International Fax 317 322 6699 Write: 2855 N. Franklin Rd. Indianapolis, IN 46219 USA Order: Document No. 585-210-936, Issue Issue 1 Comcode 108502261, December 1999 You can be placed on a Standing Order list for this and other documents you may need. Standing Order will enable you to automatically receive updated versions of individual documents or document sets, billed to account information that you provide. For more information on Standing Orders, or to be put on a list to receive future issues of this document, please contact the Lucent Technologies Publications Center. European Union Declaration of Conformity Lucent Technologies Business Communications Systems declares that equipment specified in this document conforms to the referenced European Union (EU) Directives and Harmonized Standards listed below: EMC Directive89/336/EEC Low Voltage Directive 73/23/EEC The “CE” mark affixed to the equipment means that it conforms to the above Directives. Acknowledgment This document was prepared by Global Learning Solutions, Lucent Technologies, Denver, CO USA.
iii Lucent Call Center’s Little Instruction Book for advanced administration 585-210-936 Issue 1 December 1999 Related resources If you’re looking for additional ways to maximize your investment, we have a variety of self-paced and technology-equipped classroom training courses that can help you expand your learning on the topics covered in this book. Visit our training website at http://www.lucenttraining.com/ for more detailed information on each of these courses. To register for instructor-led courses call _____________________ 1-800-255-8988 To order CD-ROM courses call ____________________________ 1-800-225-7585 International inquiries ____________________________________ 904-636-3261Course NumberDelivery Method Title BTC121H Instructor Led Generic 3 ACD (Automatic Call Distribution) DEFINITY Switches BTC124H Instructor LedGeneric 3 Expert Agent Selection (EAS) DEFINITY ECS Administration BTC138H Instructor LedDEFINITY ECS Generic 3 Automatic Call Distribution with Call Vectoring BTC154H Instructor LedCenterVu Supervisor Administration BTC155H Instructor LedCenterVu Supervisor Administration With EAS (Expert Agent Selection) BTC416M CD-ROMGenerating and Interpreting CentreVu Supervisor Reports BTC429M CD-ROMDEFINITY ACD (Automatic Call Distribution) and Vectoring BTC447M CD-ROMCentreVu Supervisor Administration BTC448M CD-ROMDEFINITY BCMS Vu, Release 2 BTC450M CD-ROMCentreVu Advocate: Breakthrough Solutions BTC467M CD-ROMCentreVu Visual Vectors User Training
Lucent Call Center’s Little Instruction Book for advanced administration 585-210-936 Issue 1 December 1999 iv Credits Writers Liz Stone and Gaye James Graphics Laurie King Production Meg Harrington ContributorsMike Bergum— CMS Helpline Jim Bitner— DEFINITY Helpline Mike Cozzette— CMS Provisioning Richard Cohen— Call Center Advocacy Bob Feeser— CMS Tier 3 Robin Foster— Manager of Research Grace Gibson— Technical Instructor Gaye James— Senior Consultant Sally Laughlin— Instructional Developer Mila Maximets— Call Center Specialist J.P. Pigman— CMS Helpline Bob Regan— CMS Tier 3 Doug Scherer—CMS Tier 3 Kim Simkins— Technical Instructor Mike Storesund—CMS Tier 3 Jane Thomas— Technical Instructor Rose Valentin— Technical Instructor Web/CD Production Ellen Heffington, Jacki Rosellen
v Lucent Call Center’s Little Instruction Book for advanced administration 585-210-936 Issue 1 December 1999 Welcome xi nWhy an advanced book?xi nWe wrote this book for you!xi nWhat this book containsxii nConventions and terms used in this bookxiii nTrademarks and service marksxiv nRelated booksxv CentreVu CMS and CentreVu Supervisor booksxv CentreVu Visual Vectors booksxvi CentreVu Explorer booksxvii DEFINITY ECS call center booksxvii nTell us what you think!xviii nHow to get this book on the world wide webxviii nHow to order more copies of this bookxix nHow to get helpxx nNotesxxi Agent administration 1 nViewing an agent’s skill assignment (EAS only)2 nChanging an agent’s skill assignment (EAS only)4 Helpful tips4 nChanging a skill for multiple agents (EAS only)9 Helpful tips9 nChanging an agent’s extension split assignment (non-EAS)12 Helpful tips12
vi Lucent Call Center’s Little Instruction Book for advanced administration 585-210-936 Issue 1 December 1999 nMoving multiple agents’ extensions between splits (non-EAS)15 Helpful tips15 nTracing an agent’s call activity17 Helpful tips17 nListing agent trace data19 Helpful tips19 Call center administration 21 nAssigning call work codes22 Helpful tips22 nChanging VDN skill preferences (EAS only)24 nDefining acceptable service levels26 nViewing trunk group members28 nChanging VDN-to-vector assignments30 Helpful tips30 nView vector configurations32 Managing system setup parameters 33 nChanging from multi-user to single-user mode34 Helpful tips34 nTurning data collection off and on36 nModifying data storage capacities38 Early warning signs38 Preparing for modifications39 nSummarizing data42 Helpful tips42
vii Lucent Call Center’s Little Instruction Book for advanced administration 585-210-936 Issue 1 December 1999 nVerifying free space44 nViewing storage intervals45 nViewing switch information47 nNotes48 Managing vectors 49 nWhat is Call Vectoring?50 What can call vectoring do for my call center?50 nWhere do I start?52 nHow does Call Vectoring work?54 Vector54 Vector Directory Number (VDN)54 nHow do vectors and VDNs work together?55 Sequential flow55 Unconditional branching55 Conditional branching56 nRedirecting and queuing calls59 Multiple skill queuing60 Call Prompting62 nAdministering Call Vectoring63 Non-EAS63 EAS64 Writing vectors64 nPerforming daily maintenance68 nInterpreting performance70
viii Lucent Call Center’s Little Instruction Book for advanced administration 585-210-936 Issue 1 December 1999 Multi-site applications 73 nWhat is Lookahead Interflow?74 nWhat is Enhanced Lookahead Interflow?75 nHow ELAI works76 nAdministering multi-site ELAI78 Vector commands80 Using the conditional interflow-qpos command83 FIFO example84 Setting the minimum expected wait time85 Tips on administering multi-site ELAI86 nPerforming daily maintenance88 Interpreting performance88 nTroubleshooting for ELAI90 nWhat is Best Service Routing?91 n How BSR works92 Call surplus92 Agent surplus93 nAdministering multi-site BSR applications94 Creating a BSR application94 Distributed versus centralized systems95 Defining the purpose of the application96 Selecting or creating the elements of the application96 Creating the application plan97 Linking the application plan to a primary VDN100 Entering an agent selection strategy101 BSR vector commands102
ix Lucent Call Center’s Little Instruction Book for advanced administration 585-210-936 Issue 1 December 1999 Sample vectors104 Primary vector104 Status poll vector105 Tips on writing BSR vectors106 Setting user adjustments107 nPerforming daily maintenance109 nInterpreting performance110 nUsing BSR and CentreVu Advocate111 Call and agent selection methods 113 nWhat is CentreVu Advocate?114 nHow call selection works115 Call selection measurements115 Call handling preferences115 Service Objective117 Service Level Supervisor118 nCall selection examples121 Greatest Need without Service Objective121 Greatest Need with Service Objective122 Skill Level without Service Objective123 Skill Level with Service Objective123 Percent Allocation124 nHow agent selection works125 Least occupied agent125 Most Idle Agent126
x Lucent Call Center’s Little Instruction Book for advanced administration 585-210-936 Issue 1 December 1999 nAgent selection examples127 Expert Agent Distribution - Least Occupied Agent127 Uniform Call Distribution - Least Occupied Agent 128 Expert Agent Distribution - Most Idle Agent 129 Uniform Call Distribution - Most Idle Agent 130 nDeveloping your strategy131 Determining your agent selection strategy131 Determining your call and agent selection combinations131 Feature compatibility133 nAdministering call and agent selection features134 Important notes about administration136 nWhere should I start?137 nFine-tuning options to consider138 nInterpreting performance140 Making adjustments141 Cautions143 Index 145 Customer Self-Service web sites 155