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Mitel Sx 200 Digital Pabx, Light Pabx Telemarketer Application Package Instructions Manual
Mitel Sx 200 Digital Pabx, Light Pabx Telemarketer Application Package Instructions Manual
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ACD TELEMARKETER Application Package Name ............................................................ ..4- 4 Overflow Time ....................................................... 4-4 1stThreshold ...................................................... ..4- 4 2ndThreshold.. .................................................... ..4- 4 AfterWork...........................................................4- 4 Paths Using This Group ................................................ 4-5 PathPlanner ......................................................... ..4- 5 Purpose of This Path .................................................. 4-5 Name ............................................................ ..4- 5 Path Access Code .................................................... 4-5 Priority ............................................................ .4-7 PathNumber ...................................................... ..4- 7 Delay to Answer ...................................................... 4-7 Recording1 ......................................................... 4-7 MOH orExt# ...................................................... ..4- 8 Recording2through4 ............................................... ..4- 8 QueuedCalls ...................................................... ..4- 8 Primary AgentGroup ................................................ ..4- 8 Overflow Group Exists ................................................. 4-8 Inter-flow .......................................................... ..4- 8 Inter-flow Point ........................................................ 4-8 Interflow Timeout ..................................................... 4-9 Allow Overflow to Inter-flow .............................................. 4-9 5. ACD Agent Sets. ..................................................... 5-1 ACD Agent Login/Logout .................................................. 5-1 Login...............................................................5- 1 LoginConditions......................................................5- 1 Logout .............................................................. 5-2 LogoutConditions.....................................................5- 2 ACDAgent Functions .................................................. ..5- 2 Make Busy Key ......................................................... 5-3 Purpose ............................................................ 5-3 Operation ......................................................... ..5- 3 Make Busy LCD Indicators .............................................. 5-3 Make Busy Key ......................................................... 5-3 QueueStatusKey ....................................................... 5-4 Purpose ........................................................... .5-4 Operation ......................................................... ..5- 4 Queue Status LCD Indicators ............................................ 5-5 HELPSoftkey ........................................................ ..5- 6 Purpose .......................................................... ..5- 6 Operation ......................................................... ..5- 6 AfterWorkTimer ...................................................... ..5- 7 Purpose .......................................................... ..5- 7 Operation ......................................................... ..5- 7 Auto Answer ........................................................... 5-7 6. ACD Supervisor and Senior Supervisor Sets. ........................ 6-l ACD Supervisor and Senior Supervisor Login/Logout ........................... 6-l Login.. ........................................................... ..6- 1 Login Conditions ...................................................... 6-1 Logout .............................................................. 6-2 ACD Supervisor Functions ................................................ 6-2 ACD Senior Supervisor Functions ........................................... 6-2 iv Issue 1 Revision 1 /April 1996 9109-097-620-NA
Table of Contents Supervisor Set With One Agent Group: Overview .............................. 6-3 Queue Status Key: Supervisor Set With One Agent Group ....................... 6-3 Purpose ............................................................ 6-3 Operation ........................................................... 6-3 Queue Status LCD Indicators. ........................................... 6-5 Agent Status Key: Supervisor Set With One Agent Group ........................ 6-6 Purpose .......................................................... ..6- 6 Operation ........................................................... 6-6 Agent Status LCD Indicators ............................................ 6-8 Shift Key: Supervisor Set With One Agent Group .............................. 6-9 Purpose ............................................................ 6-9 Operation ........................................................... 6-9 Senior Supervisors and Supervisors With More than One Agent Group: Overview .............................................................. 6-10 Queue Status Key: Senior Supervisors and Supervisors With More than One Agent Group 6-10 Purpose ............................................................ 6-10 Operation ......................................................... ..6-10 READ or AGENT Softkey ............................................... 6-l 1 Shift Key: Senior Supervisors and Supervisors With More than One Agent Group ..... 6-l 1 Purpose ............................................................ 6-11 Operation ........................................................... 6-11 Call Monitoring .......................................................... 6-12 Purpose ............................................................ 6-12 Restrictions..........................................................6-1 2 Programming ...................................................... ..6-12 Operation ......................................................... ..6-12 Help Call Feature ........................................................ 6-13 Operation ........................................................... 6-13 7. Reports .............................................................. 7-1 Agent Shift Summary Record .............................................. 7-l Path Summary Report .................................................... 7-3 Group Summary Report .................................................. 7-4 Printing Reports.. ....................................................... 7-5 ReportCommands ...................................................... 7-6 Accessing Reports .................................................... 7-6 SETCommand.. ..................................................... 7-7 SHOW Command.. ................................................... 7-8 QUITCommand ...................................................... 7-8 8. ACDMonitors........................................................8- 1 Four Types of Monitors ................................................... 8-l System Activity ....................................................... 8-l Paths .............................................................. 8-l Agent Groups ........................................................ 8-l Agents ............................................................. 8-l Hierarchy of Monitor Displays .............................................. 8-l Accessing Monitors ...................................................... 8-2 Restrictions .......................................................... 8-2 Entering Monitor Mode ................................................. 8-2 Monitoring System Activity ................................................ 8-4 System Activity Monitor Display .......................................... 8-4 System Activity Monitor Softkeys ......................................... 8-4 Monitoring Paths ........................................................ 8-7 Accessing the Path Summary Display ..................................... 8-7 9109-097-620-NA Issue 1 Revision 1 /April 1996 V
ACD TELEMARKETER Application Package Path Summary Display ................................................. 8-7 Path Summary Softkeys ................................................ 8-8 Path Programmed Data Display .......................................... 8-10 Path Statistics Display ................................................. 8-12 Path Activity Display ................................................... 8-14 MonitoringGroups.. ................................................... ..8-17 Overview............................................................8-1 7 Accessing the Agent Group Summary Form ................................ 8-17 Agent Group Monitor Softkeys ........................................... 8-19 Group Programmed Data Display ........................................ 8-20 Group Statistics Display ................................................ 8-21 Group Activity Display ................................................. 8-23 Monitoring Agents ....................................................... 8-25 Overview.. .......................................................... 8-25 Accessing the Agent Summary Form ...................................... 8-25 Agent Programmed Data Form .......................................... 8-27 Agent Statistics Form .................................................. 8-29 Agent Activity Form ................................................... 8-31 9. Programming........................................................g- 1 General ............................................................. ..9- 1 SystemOptionsForm .................................................. ..9- 1 ACDAgentGroupsForm .................................................. 9-2 Agent Groups Subform ................................................... 9-4 Afterwork Timer ...................................................... 9-5 Overflow Timer ....................................................... 9-5 Threshold Timers ..................................................... 9-5 ACD Keys Template Form ................................................. 9-6 Assigning ACD Keys .................................................. 9-6 ACD Key Configurations. ............................................... 9-6 Assigning Non-ACD Keys. .............................................. 9-6 ACD Keys Template Display ............................................ 9-6 COS Define ............................................................ 9-8 ACDSupervisors ...................................................... ..9-10 ACD Supervisor Subform ................................................. 9-l 1 ACDPaths.. ......................................................... ..9-12 ACD Path Programming ................................................ 9-12 CallRouting.. ........................................................ ..9-16 Field Descriptions ..................................................... 9-l 6 Softkeys .......................................................... ..9-17 ACD Recording Hunt Groups .............................................. 9-17 AppendixA..............................................................~-l ACD Messages Appendix B . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . B-l Planner Sheets INDEX vi Issue 1 Revision 1 /April 1996 9109-097-620-NA
Table of Contents Figure 3-l Figure 3-2 Figure 3-3 Figure 3-4 Figure 3-5 Figure 3-6 Figure 4-l Figure 4-2 Figure 5-l Figure 5-2 Figure 5-3 Figure 6-l Figure 6-2 Figure 6-3 Figure 6-4 Figure 6-5 Figure 6-6 Figure 6-7 Figure 7-1 Figure 7-2 Figure 7-3 Figure 7-4 Figure 7-5 Figure 7-6 Figure 7-7 Figure 8-l Figure 8-2 Figure 8-3 Figure 8-4 Figure 8-5 Figure 8-6 Figure 8-7 Figure 8-8 Figure 8-9 Figure 8-l 0 Figure 8-11 Figure 8-l 2 Figure 8-l 3 Figure 8-l 4 Figure 9-l Figure 9-2 Figure 9-3 Figure 9-4 Figure 9-5 Figure 9-6 Figure 9-7 Figure 9-8 Figure 9-9 Figure 9-l 0 List of Figures ACD Call Progress - All Agents Busy ............................... 3-5 Overflow/lnterflow .............................................. 3-7 SUPERSET d Telephone ....................................... 3-9 SUPERSET 41 OTMTelephone ..................................... 3-9 SUPERSET 420TM Telephone ..................................... 3-10 Hierarchy of ACD Positions ....................................... 3-l 1 AgentGroup Planner ............................................ 4-3 Path Planner .................................................. 4-6 Make Busy LCD Indicator ........................................ 5-3 Sample Queue Status Display: SUPERSET 4 ........................ 5-4 Queue Status LCD Status Indicators ............................... 5-5 Queue Status Display: SUPERSET 420 ............................ 6-3 LCD Queue Status Indicators ..................................... 6-5 Agent Status Display: SUPERSET 4 ............................... 6-6 LCD Agent Status Indicators ...................................... 6-8 Using the Shift Key to Check Agent Status ........................... 6-9 Queue Status Display: SUPERSET 4 .............................. 6-l 0 Shift Key Operation ............................................. 6-l 2 Agent Shift Record - Example 1 ................................... 7-l Agent Shift Records - Example 2 .................................. 7-2 Sample Path Summary Report .................................... 7-3 Sample Group Summary Report ................................... 7-4 Accessing Reports: Softkey Labels ................................. 7-6 Softkey Labels, SET Softkey Subform .............................. 7-7 Softkey Labels for SHOW Softkey Subform .......................... 7-8 Monitor Hierarchy .............................................. 8-2 System Activity Monitor Display ................................... 8-4 Path Summary Display .......................................... 8-7 Path Programmed Data Display ................................... 8-10 Path Statistics Display ............................................ 8-12 Path Activity Display ............................................ 8-15 Agent Group Summary Form ..................................... 8-18 Group Programmed Data Display .................................. 8-20 Group Statistics Display ......................................... 8-21 Group Activity Display ........................................... 8-23 Agent Summary Form Display .................................... 8-26 Agent Programmed Data Display .................................. 8-28 Agent Statistics Display .......................................... 8-29 Agent Activity Display ........................................... 8-31 System Options Form (CDE Form 04) .............................. 9-l ACD Agent Groups Form (CDE Form 39) ............................ 9-3 ACD Agent Groups Subform (CDE Subform 39 ....................... 9-4 Agent Keys Template (CDE Form 38) .............................. 9-7 COS Define Form (CDE Form 03) ................................. 9-8 ACD Supervisor Form (CDE Form 40) .............................. 9-10 ACD Supervisor Subform (CDE Subform 40) ......................... 9-l 1 ACD Path Form (CDE Form 41) ................................... 9-12 Form19Layout ................................................ 9-16 Hunt Groups Form (CDE Form 17) ................................. 9-18 9 109-097-620-NA Issue 1 Revision 1 /April 1996 vii
ACD TELEMARKETER Application Package Table 6-l Supervisor and Senior Supervisor Reports - Queue Status .............. 6-4 Table 6-2 Senior Supervisor and Supervisor Reports - Agent Status ............... 6-7 Table 7-l Agent Shift Summary Record Fields ................................ 7-2 Table 7-2 Path Summary Report Fields ..................................... 7-3 Table 7-3 Group Summary Report Fields .................................... 7-5 Table 7-4 SET Softkey Subform Functions ................................... 7-7 Table 7-5 SHOW Softkey Subform Functions ................................. 7-8 Table 8-l System Activity Monitor Softkeys .................................. 8-5 Table 8-2 Terms Used In System Activity Display .............................. 8-5 Table 8-3 Terms Used In Path Summary Display .............................. 8-8 Table 8-4 Path Summary Display Softkeys ................................... 8-8 Table 8-5 Terms Used In Path Programmed Data Display ....................... 8-l 1 Table 8-6 Path Programmed Data Softkeys .................................. 8-12 Table 8-7 Terms Used In Path Statistics Display .............................. 8-13 Table 8-8 Path Statistics Display Softkeys ................................... 8-14 Table 8-9 Terms Used In The Path Activity Display ............................ 8-16 Table 8-l 0 Path Activity Display Softkeys ..................................... 8-l 6 Table 8-l 1 Terms Used In Group Summary Display ............................. 8-18 Table 8-12 Group Summary Form Softkey Labels .............................. 8-l 9 Table 8-l 3 Group Programmed Data Softkey Labels ............................ 8-20 Table 8-14 Terms Used In Group Programmed Data Display. ..................... 8-21 Table 8-l 5 Group Statistics Display Softkey Labels ............................. 8-22 Table 8-l 6 Terms Used In Group Statistics Display ............................. 8-22 Table 8-l 7 Group Activity Softkey Labels ..................................... 8-23 Table 8-l 8 Terms Used In Group Activity Display ............................... 8-24 Table 8-l 9 Agent Summary Form Softkey Labels ............................... 8-26 Table 8-20 Terms Used In Agent Summary Display ............................. 8-27 Table 8-21 Agent Programmed Data Softkey Labels ............................ 8-28 Table 8-22 Terms Used In Agent Programmed Data Display ...................... 8-29 Table 8-23 Agent Statistics Form Softkey Labels ............................... 8-30 Table 8-24 Terms Used In Agent Statistics Display ............................. 8-30 Table 8-25 Agent Activity Form Softkey Labels ................................. 8-31 Table 8-26 Terms Used In Agent Activity Display ............................... 8-32 Table 9-l System Option Form Fields ....................................... 9-2 Table 9-2 ACD Agent Group Fields ......................................... 9-3 Table 9-3 ACD Agent Groups Subform Fields ................................ 9-4 Table 9-4 ACD Keys Template Fields ....................................... 9-7 Table 9-5 COS Options Fields ............................................. 9-9 Table 9-6 ACD Supervisor Form Fields ...................................... 9-10 Table 9-7 ACD Supervisor Subform Fields ................................... 9-l 1 Table 9-8 ACD Path Form Fields ........................................... 9-13 Table 9-9 Call Rerouting Options .......................................... 9-16 Table 9-10 Hunt Groups Form Fields ........................................ 9-18 Table A-l Programming Error Messages ............................... A-l List of Tables Issue 1 Revision 1 /April 1996 9109-097-620-NA
3 ACD TELEMARKETER Feature ACD TELEMARKETER Overview 3.1 The ACD TELEMARKETER Application Package is an advanced Automatic Call Dis- tribution (ACD) system that is fully integrated with the MITEL SX-200 DlGlTAL and SX-200 LIGHT PABX, and designed with the power and performance needed to en- sure satisfaction in the most demanding telemarketing environments. This section provides information on the following components of the ACD TELEMARKETER system: l ACD Path. This innovative call routing design guides incoming calls through the system. The ACD path defines all information required for each type of call, in- cluding how the system will handle queued callers. Refer to paragraph 3.2. l ACD Call Flow. Paragraph 3.3describes the handling of a typical ACD call arriving at the system. l ACD Sets. SUPERSET 4 and SUPERSET 420 telephones may be used in the senior supervisor, supervisor or agent positions with the ACD TELEMARKETER feature package. SUPERSET telephones may be used in the agent position only. Refer to paragraph 3.4 for details. l ACD Positions. The ACD TELEMARKETER feature package structures the personnel handling ACD calls into a hierarchy of ACD positions. The ACD package supports three types of positions: senior supervisors, supervisors, and agents. Refer to paragraph 3.5 for further information. . ACD TELEMARKETER Reporting System. The ACD TELEMARKETER Report- ing System is a PC-based software package for collecting ACD data generated by the SX-200 DIGITAL or SX-200 LIGHT PABX. This reporting system produces a series of daily, weekly and monthly historical reports. Refer to paragraph 3.6 for details. l Recorded Announcements. The ACD TELEMARKETER feature uses recorded announcements to tell callers about the progress of their call while waiting in the queue for the first available agent. Paragraph 3.7 describes recorded announce- ment devices (RADs) and recording groups. ACD Path 3.2 The ACD TELEMARKETER feature is built around the “ACD Path”, a call routing mechanism which provides all information required for handling an ACD call. Use of the ACD Path gives users unmatched flexibility during initial programming and when adding new features. 99 ACD paths may be programmed to allow customized routing for a wide variety of incoming calls. Each path is assigned a priority and is given a unique access code and descriptive path name (optional). This information determines how the system handles 9109-097-620-NA Issue 1 Revision 1 /April 1996 3-l
ACD TELEMARKETER Application Package 3-2 queued callers, system resources to be used, when the call will be answered and who will answer the call. Upon entering the ACD system, a call is allocated a path, and assigned the parameters of that path. These parameters remain with the call for its duration. Path Access Code Incoming trunks carrying ACD calls are routed to a path access code. This code points the trunk to the ACD agent groups and recorded announcements appropriate for the type of call. Path Priority Each path is assigned a priority level in the range 1 to 99, with 1 being the highest priority. Calls arriving on high priority paths move directly to the front of the call queues for servicing before those calls which entered on a lower priority path. Path priority can be an effective tool for reducing communications costs and improving customer service. For example, call queue time can be reduced by directing expensive incoming trunks, such as long distance collect or INWATS, to a high priority path. Customers can be assured of prompt service if their calls are routed through a high priority path. Path Access All devices have unrestricted access to ACD Paths except loop start CO and loop start DISA (Direct Inward System Access) trunks. The Class of Service (COS) Option “Loop start trunk to ACD path connect” (COS Option 812) controls ACD access for loop start trunks. By default this option is disabled, blocking loop start trunks from entering ACD. Path Rerouting The ACD path access code can be placed in the call rerouting table to link existing routing schemes (such as DID trunk routing points) to the ACD system. Rerouting to ACD paths is set up as follows: l For dial-in trunks, the system uses the current routing for incoming calls, as defined in CDE Form 19, to send calls to an ACD path. . For non-dial-in trunks, one or all of the Day/Nightl/Night2 answering points is programmed as an ACD path. Calls entering the system on different trunk types can be routed to the same ACD path. The rerouting scheme means a trunk does not have to be dedicated to ACD. The day answering point may be an ACD path but the Night1 and Night2 answering points may be an attendant console or any other valid routing point. Issue 1 Revision 1 /April 1996 9109-097-620-NA
ACD TELEMARKETER Feature Setvice Level I I The service level for a path defines a standard time to answer that becomes the criteria for measuring path performance. Service level is programmable within the range 0 seconds to 54 minutes. When an ACD call is answered by any group in a path, software compares the actual time to answer with the programmed Service Level. The system creates a record indicating if the time to answer was: l less than or equal to the service level time, or . greater than the service level time. This information is stored for statistical analysis and can be viewed from the ACD Path Monitors and Group/Path Summary Reports. Overflow Higher priority paths are given special treatment when placed in overflow queues. Predictive overflow is another key element of the ACD TELEMARKETER feature. The system uses overflow queues to keep call queueing time to a minimum. The system performs a load calculation when each new call arrives at an agent group or when the status of an agent changes. If the system predicts that a call will not be answered before the normal overflow time, it forces an immediate overflow. Priority calls entering an overflow queue are placed ahead of non-priority calls in the same queue. The non-priority calls maintain their position in relation to each other, but follow the priority calls. Each path is assigned one primary agent group and up to three overflow groups. Timers programmed in CDE for each agent group determine how long a call waits on a group before overflowing. If the system predicts that a call will not be answered before the timer expires, the system forces an immediate overflow without waiting for the timer to expire. Interflow Unlike overflowed calls, inter-flowed calls are rerouted from ACD to an alternate answer point. Each path has a programmable inter-flow timeout field that specifies the maximum period that an unanswered call can wait in a path before the system routes the call to an inter-flow point. The inter-flow point can be: l a listed directory number, station, console, night bell, ACD path, station/set hunt group, Automated Attendant group, or UCD agent group, l a logical line, l a system abbreviated dial number. To limit the time that a caller remains waiting for an agent, the system can also be programmed to drop inter-flowed calls. With software loads F41 .O and above, the system can be programmed so that any callers dialing in to an ACD path will inter-flow immediately when no agents are logged in. This inter-flow takes place regardless of the status of the “Interflow Timeout,” or the 9109-097-620-NA Issue 1 Revision 1 /April 1996 3-3
ACD TELEMARKETER Application Package 3-4 option “Allow Overflow to Interflow Point Before Timeout,“orthe “Interflow Point Access code” having a value of DROP CALL. “Interflow Enabled” is required for the immediate interflow to work. A tenant number can be assigned to the ACD Path with software loads F41 .O and above. When a tenant number is assigned, then DID and TIE trunks which dial into the ACD Path directly will follow the routing for this tenant as defined in Form 19 - Call Rerouting Table. In addition, the customer can program the system to overflow to the interflow point as soon as the system determines that the call is unlikely to be answered at the last agent group in the path. Calls interflowed to a system abbreviated dial number are treated by the system as an external call forward. This means that the intetflow requires a receiver. If a receiver is unavailable when the intetflow occurs, the call is dropped. The only indication of the dropped call is a receiver unavailable peg in the traffic report. The call appears in the ACD reports as an interflowed call. If Automatic Route Selection (Al%) is busy when a call interflows to a system abbre- viated dial, the system attempts a camp-on to ARS. The path from which the caller interflows is set up as the original forwarding destination for the caller. When the interflow point is an internal device, such as a SUPERSET or SUPERSET telephone, the display indicates the call is being forwarded from a path. Music Between Recordings Between each recording on an ACD path, the incoming caller, by default, listens to the system music source (if programmed). An alternate music source may be specified between each recording and after the last recording. Atternate Music Source The alternate music source is an off hook ONS port that connects to callers in a listen-only conference. The user decides what is supplied on the ONS port - silence, music, or endless loop recordings. If there is no system music and no alternate music source, the caller hears silence between RAD messages. The device can be a telephone, a recording device, or a transfer device (8/600 ohms) that simulates an off hook and allows connection of an audio source such as a radio. The system connects callers only if the device is off hook. There are no restrictions on how paths share alternate music sources. Note: Depending upon country of installation, the alternate music source must be either an FCC Part 68 or Industry Canada approved voice coupler, or voice connecting arrangement to an ONS circuit. Issue 1 Revision 1 /April 1996 9109-097-620-NA
ACD TELEMARKETER Feature ACD Call Flow 3.3 The following paragraphs describe the handling of a typical ACD call arriving at the system on an incoming trunk. Included is a description of what the caller hears at each stage of the call. Figure 3-l shows the system action in determining what the caller hears while in the queue. ACD Caller The system considers an ACD caller to be anyone who is on, or has been answered by, an ACD path. Once answered, the ACD caller status remains while the caller is talking to an agent, on hold by an agent, or in the process of being transferred by an agent. After an ACD caller has been answered by an agent, the PABX reverts to normal call handling but provides additional tracking for ACD session timing, ACD hard-hold tim- ing, and the caller’s identification as an ACD caller. When an ACD caller reaches the console through either a supervised or unsupervised transfer, the ACD caller status ends. If, during a supervised transfer, the person performing the transfer remains on the line after the console answers, the ACD session is terminated. Typical Call Handling If multiple agents are free when an ACD call is presented to a group, the system sends the call to the longest idle agent. To select the longest idle agent, the system gives a number to the first agent finishing an ACD call. The next agent to finish an ACD call is given the next higher number, and so on. When acall arrives at the group, the system sends the call to the agent with the lowest number. The number does not change if the agent makes a non-ACD call. Time v I I I I I t System Ringback First RAD Music Second RAD Music Agent I Action Delay Source Source Answers Caller Hears (Ringback) (Recording) (Music) (Recording) (Music) (Agent) Figure 3-1 ACD Call Progress - All Agents Busy 1. ACD Call arrives at the path specified as the answer point for the trunk. l As shown in Figure 3-1 the caller hears ringback until the Ringback Delay timer expires. This timer ensures the caller hears at least one ringback before an agent answers. 2. The incoming call queues on the primary agent group for the path. . If agent is available, call rings agent (See Note). 9109-097-620-NA Issue 1 Revision 1 /April 1996 3-5