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Lucent Technologies Lucent Call Centers Little Instruction Book For Basic Administration

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    							Call Center Little Instruction Book
    for basic administration  585-210-935  Issue 1
    December 1999
    Managing features 
    49 Tracking call activity 
    Tracking call activity
    There are a number of different ways to track particular call types or activity 
    in your call center. This section describes the different choices available and 
    when to use each.
    NOTE:
    The administration for all of these activities is initially established on 
    the DEFINITY ECS and the agents use their telephones to record 
    specific call events.
     Refer to the DEFINITY ECS documentation for 
    information on administering these features.
    Stroke counts (event counts)
    NOTE:
    Stroke counts are sometimes referred to as event counts. 
    Stroke counts can represent any call event, including a successful sale, a call 
    from a demographic category, or a response to a promotion. Up to nine 
    stroke count buttons can be assigned to an agent’s telephone. Agents press 
    these buttons on their telephones to record specific call events. CentreVu 
    CMS then stores the data, which can be viewed on the Agent Event Count 
    report. Stroke counts are only recorded while an agent is on an ACD call or 
    in call-related after call work. Stroke count button 0 is reserved for audio 
    difficulty.
    AUX reason codes
    Auxiliary reason codes enable a call center to track an agent’s time more 
    precisely when the agent is in the AUX state. The agent enters the AUX 
    reason code to specify the reason for being in AUX (for example, lunch or a 
    meeting) by entering a previously-assigned digit, 0 through 9. 
    						
    							Managing features 
    50 Tracking call activity 
    Call Center Little Instruction Book
    for basic administration  585-210-935  Issue 1
    December 1999
    Names can be assigned to the AUX reason codes through the Dictionary 
    menu in CentreVu Supervisor. These names then appear in CentreVu 
    Supervisor standard real-time and historical reports under the AUX Reason 
    Code headers.
    AUX reason code 0 is used for cases when the DEFINITY ECS 
    automatically puts an agent into AUX (for example, when Redirect On No 
    Answer has been initiated).
    NOTE:
    The Expert Agent Selection (EAS) feature is required to use AUX 
    reason codes.
    Call Work Codes
    A Call Work Code (CWC) is a number that represents a particular call type 
    or activity—for example, a sale item, complaints, repeat orders, promotional 
    ads, or sales made using a credit card. While still on an ACD call or in after 
    call work associated with a call, an agent uses the dial pad on their telephone 
    to enter a CWC. The CWC is from 1 to 16 digits long and is followed by the 
    # sign to signal completion to the DEFINITY ECS. 
    !CAUTION:
    If the agent does not press the # sign after entering the CWC digits 
    causes any data that is being reported to CentreVu CMS to be lost.
    To avoid the loss of data, it is important to allocate the number of 
    CWCs to be saved by CentreVu CMS in the Data Storage Allocation 
    window, which is accessible from the CMS System Setup menu.  
    						
    							Call Center Little Instruction Book
    for basic administration  585-210-935  Issue 1
    December 1999
    Managing features 
    51 Tracking call activity 
    Names can be assigned to CWCs through the Dictionary menu in CentreVu 
    Supervisor. These names are then displayed in CentreVu Supervisor 
    standard CWC reports, that are stored in the Other category of Historical 
    reports.
    To simplify using CWCs, we recommend you specify a fixed number of 
    digits for all CWCs. CWC 0 is always assigned and cannot be deleted. It is 
    used to collect information on unadministered CWCs.
    Logout reason codes
    Logout reason codes are much like AUX reason codes. Agents enter logout 
    reason codes to specify the reason they are logging out, such as the end of a 
    shift or training, by entering a digit from 0 through 9. A 0 is used when the 
    system logs an agent out, or if the agent does not specify a code.
    The default name of the reason code can be modified through the Dictionary 
    menu in CentreVu Supervisor. The logout name appears in the Agent 
    Login/Logout and Agent Trace reports under the Logout Reason header.
    NOTE:
    The EAS feature is required to use Logout reason codes. 
    						
    							Managing features 
    52 Tracking call activity 
    Call Center Little Instruction Book
    for basic administration  585-210-935  Issue 1
    December 1999 
    						
    							Call Center Little Instruction Book
    for basic administration  585-210-935  Issue 1
    December 1999
    Service observing 
    53  
    Service observing
    The service observing capability provides the means to obtain information 
    on individual calls. This information can help you to assess the quality of 
    service based on your company’s predefined criteria or quality requirements. 
    This section describes the forms and fields used to administer the service 
    observing capability on your DEFINITY ECS, and the methods of service 
    observing that are available and how to use each one. In this discussion, the 
    supervisor who is observing calls is referred to as the “observer” and the 
    terminal, attendant, or logical agent being observed is referred to as the 
    “agent.”
    !CAUTION:
    Service observing may be subject to federal, state, or local laws, rules, 
    or regulations or require the consent of one or both of the call parties. 
    We recommend that you familiarize yourself and comply with all 
    applicable laws, rules, and regulations before using this feature.
    The topics included in this discussion are:
    nAdministering service observing
    nService observing procedures
    nService observing indicators
    nThings to consider when service observing
    nSecurity precautions to consider with service observing. 
    						
    							Service observing 
    54 Administering service observing 
    Call Center Little Instruction Book
    for basic administration  585-210-935  Issue 1
    December 1999
    Administering service 
    observing
    Service observing is administered on the DEFINITY ECS system. Basic 
    service observing is set up to observe an extension, not all calls to all 
    extensions at a terminal. Likewise, VDN service observing is set up to 
    observe an agent in a VDN, not all agents in a VDN.
    A summary of the required forms and their fields that require administration 
    follows. The fields that you must administer will depend on the type of 
    service observing that you are establishing. 
    NOTE:
    There are many steps that you need to complete to enable service 
    observing. The steps depend on the type of observing that you are 
    establishing. For more detailed information about administering 
    service observing, refer to the DEFINITY
    ® Enterprise 
    Communications Server Administrator’s Guide (555-203-502). 
    						
    							Call Center Little Instruction Book
    for basic administration  585-210-935  Issue 1
    December 1999
    Service observing 
    55 Administering service observing 
    Unless otherwise noted, each of the fields identified in the following 
    summary should be set to y 
    (yes).
    Customer-Options System Parameters Form
    Required Service Observing Fields
    Field Administered for...
    Service Observing (Basic)nBasic observing
    nLogical Agent ID observing
    Service Observing (Basic) and 
    Service Observing (Remote/By 
    FA C )nRemote observing
    nFeature access code observing
    Service Observing (Basic) and 
    Service Observing (VDNs)nVDN observing
    Vectoring (Prompting)nVector-initiated observing
    Class of Restriction Form
    Required Service Observing Fields
    Field Administered on...
    Can Be Service ObservednAgent’s COR to allow the 
    agent to be observed
    Can Be a Service ObservernObserver’s COR to allow the 
    extension owner to observe 
    others
    Service Observing Permissions - 
    TablenObserver’s COR to grant 
    permissions to observe each 
    specific COR 
    						
    							Service observing 
    56 Administering service observing 
    Call Center Little Instruction Book
    for basic administration  585-210-935  Issue 1
    December 1999
    Feature-Related System Parameters Form
    Required Service Observing Fields
    Field Administered for...
    Service Observing Warning TonenNotification of agent being 
    observed
    Expert Agent (EAS)nLogical Agent ID observing
    Station (multi-appearance) Form
    Required Service Observing Fields
    Field Administered for...
    Button/Feature Button Assignment
    (set to serv-obsrv
    )nBasic observing
    nVDN observing, or 
    nLogical Agent ID observing
    Feature Access(FAC) Form
    Required Service Observing Fields
    Field Administered for...
    Service Observing Listen Only 
    Access Code
    (enter the access code)nRemote/by FAC observing
    nVDN observing, or
    nLogical Agent ID observing
    Service Observing Listen/Talk 
    Access Code
    (enter the access code)nRemote/by FAC observing
    nVDN observing, or
    nLogical Agent ID observing 
    						
    							Call Center Little Instruction Book
    for basic administration  585-210-935  Issue 1
    December 1999
    Service observing 
    57 Service observing procedures 
    Service observing 
    procedures
    Once you finish administering each of the applicable fields on the required 
    forms, you are ready to begin observing an agent.
    NOTE:
    When an agent who is being observed is not active on a call, the 
    observer is in the wait state. When the agent becomes active on a call, 
    the observer is bridged onto the call.
    Observing extensions
    To observe an agent extension, the observer presses the service observing 
    button plus the agent’s extension number. Initially, the observer is in the 
    listen-only mode. While observing a call where an agent is having difficulty 
    or giving out inaccurate information, the observer has the option to “break 
    in” on the conversation. Pressing the service observing button toggles 
    between the listen-only and listen/talk modes. 
    NOTE:
    If a warning tone was administered on each system, then it lets agents 
    and callers know when someone is observing a call. The parties hear a 
    2-second, 440-Hz warning tone before an observer connects to a call, 
    followed by a half-second burst of this tone every twelve seconds 
    during observation. If enabled, the conference tone may add a delay of 
    two to three seconds before the connection. 
    						
    							Service observing 
    58 Service observing procedures 
    Call Center Little Instruction Book
    for basic administration  585-210-935  Issue 1
    December 1999
    Observing logical-agent IDs
    Large call centers often move their people regularly and rely on using 
    “universal agent” workstations. With EAS, an observer can observe agents 
    based on their logical-agent ID regardless of the workstation they are 
    working from or the telephone to which the agent is logged in.
    The observer enters the logical-agent ID extension number of an agent who 
    must be logged in to a telephone. The observer can monitor every ACD, 
    personal, and direct agent call delivered to or placed by the agent, including 
    calls placed to the physical extension.
    NOTE:
    Only one observer can observe a physical telephone at one time. An 
    observer cannot observe a logical agent ID extension at a physical 
    telephone that is already being observed. Likewise, an observer 
    cannot observe a physical extension that is being observed as a 
    logical-agent ID extension. 
    Observing VDNs
    When observing through a VDN, the agent to be observed is randomly 
    selected based on the vector and call distribution. Use this service observing 
    capability to get an overall sense of how the call center is performing.
    To observe a VDN, the observer enters a specific VDN extension and 
    bridges onto calls (one call at a time) that have started vector processing for 
    that VDN. The observer hears all tones, call prompting, caller dialing, 
    announcements, music, and speech that the agent and caller hear. If an 
    observer is in a COR that is administered to hear VDN of Origin 
    announcements and has a VOA Repeat button, he or she can hear and replay 
    VDN of Origin announcements.
    NOTE:
    If the observer is using a display telephone, then the observer sees the 
    name of the VDN, agent, or trunk as each is accessed in sequence by 
    the VDN. For example, during vector processing the VDN name is 
    displayed, but when the call connects to an agent, the agent name is 
    displayed. 
    						
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