NEC Center User Guide
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Viewing Agent Current Status Center 4.0 User Guide 53 Supervisor Monitoring—Listening in and Barging In If your system and extension are configured to provide these functions, you can listen to (silent monitor) agent’s calls and, if necessary, intervene and enter the conversation in progress, sometimes called barging into the call. Essentially, barging in is to create a conference call with the agent, the caller, and yourself. These features not only require the appropriate extension permissions, a Triton Resource Board must also be installed in the NCS Serv system. If you attempt to make use of these features when there is no board present, you’ll get a fast busy signal. You can monitor only calls coming in to the workgroup extension. Outgoing calls or incoming personal calls (to the agent’s extension, not through the workgroup pilot extension) cannot be monitored. Also, you cannot use listen or barge in on parked calls, calls on hold or in conference. Listening In When you listen in to a call, you cannot be heard. To listen in to a call: 1. In the Agent State window, click to select an agent connected to an incoming workgroup call. 2. Click the Listen button to ring your extension, then listen in by telephone handset or headset. Alternatively, using the handset, press # 5 9 + + + + 1. 3. When you are finished monitoring, click the Hang Up button. The Hang Up button appears in the window after you click Listen or Barge In. Barging In To barge into a workgroup agent call and enter the conversation in progress: 1. In the Agent State window, click to select an agent connected to an incoming workgroup call. 2. Click the Barge In button to ring your extension, then speak to the agent and caller through the handset. Alternatively, using the handset, press # 5 9 + + + + 2. 3. To exit the call, click the Hang Up button.
Using Center as a Supervisor 54Center 4.0 User Guide Viewing the Queues Click the Queue button to view the queue for the selected workgroup. Figure 36. Queue window For each call in queue, the Queue window displays the ID, the wait time, Caller ID, and Caller Name if available. The maximum number of calls in queue, at any one time, is 34. Exporting or Printing Statistics Use the Export button and then specify a directory and file name to save the queue data to a CSF (Call Summary Format) file, or use the Print button to print the records.
Center 4.0 User Guide 55 Configuration CHAPTER 6 Configuring Your Station Features Desktop users and workgroup agents can configure the following settings and options by clicking the Config button in the main window to open the Config window. •General Info—password, default trunk access, and other settings. •N-TeliFind, One Number Access—forwarding of specific incoming calls. This is available only when you’re logged in as a desktop user and your extension configuration is set up to allow N-TeliFind. •Call Handling—forwarding, busy call, and no-answer call handling. •Message Notify—how and when to notify yourself about incoming voice messages. •Station Speed—your personal speed dial numbers •System Speed—you can view and edit the name and comments, but the not the number itself, of system speed dial numbers. Options are disabled if they are not available. For example, N-TeliFind, One Number Access must be enabled in the NCS Ware Administrator. Further, if you don’t enable N-TeliFind as a Call Handling option, you can’t set up and use this feature. Apply Button and OK Button In the Configuration windows, you’ll see two buttons that save your changes: the Apply button and the OK button. • The Apply button saves your changes and lets you continue in the current window. • The OK button saves your changes and closes the current window.
Configuring Your Station Features 56Center 4.0 User Guide General Information Figure 37. General Info configuration The General Info tab is the window you see when you first click the Config button in the Center main window to open the Config window. In this window, you can edit your password, the default trunk access code, voice mail settings, Center audio and video behavior, and external database access options. Default Trunk Access The trunk access codes are defined in the NCS Ware Administrator. When you get an incoming call over multiple trunks and cannot issue a return call, the system will automatically select the default trunk access code to place your call.
General Information Center 4.0 User Guide 57 Configuration Voice Mail Play Options You can choose to play your messages on your telephone set, or play them on your sound card and speakers. If you choose to play them on your sound card, you have another choices: you can choose to play the message as it downloads, or to download it completely and play it on an external media player. Screen Pop and Auto Close Select the Screen Pop check box if you want a Center window to pop up on your screen when you have a call. You can then click a call to take it or perform other Center actions. For Center to pop up, you cannot have closed the application entirely, but it can be minimized. Select the Auto Close check box to have Center close the popup window once you have finished with the call. Accessing Databases Center can access phone numbers from your Microsoft Outlook, ACT or Goldmine database. During installation, the install program read which applications you have installed on your PC. In the drop down list under Use Database, select the database you want to use. You have these additional options: • Select the Screen Pop check box to have a database contact window pop up when you receive a call from someone for whom you have a record in the database contact directory. • Select the Dial-by-Name check box enable access to the names in the database directory when you dial. With this option enabled, the names and their associated numbers in your Outlook, ACT or GoldMine directory are added to the contact list in the dial pad window. • Select the Update database right now check box to refresh the data Center accesses from the database.
Configuring Your Station Features 58Center 4.0 User Guide Advanced Database Options for Web-based Calls This option is available if you are logged in as a workgroup agent but not as a desktop user. Click the Advanced button to select advanced database options. Figure 38. Advanced database options • The first three radio buttons provide choices for when to open a text chat session during web-based calls—that is, whether to open NetMeeting in coordination with the calls. You can choose always, never, or to have Center query you on each webcall as to whether to open a chat session. • Select the Popup extra call information… check box to have the Caller Data window pop up automatically when you connect to a web- based call. See “Viewing Caller Data” on page 40.
Call Handling Center 4.0 User Guide 59 Configuration Call Handling Click the Call Handling tab in the Config window to configure incoming call handling for your extension. Figure 39. Call Handling configuration Forwarding All Calls If you want to forward calls to an external number, select a trunk access code in the drop-down list, then begin with the outside trunk or route access digit and any long distance prefix digits such as 1 and area code. If you want to use N-Telifind, One Number Access, see page 61. There is a “1-hop” limit to call forwarding. For example, ext. 101 forwards to ext. 102, and Ext. 102 forwards to ext. 103. A call to ext. 101 will ring ext.102 but will not re-forward to ext. 103 because of the 1-hop limit. Instead, if ext.102 does not answer, the call is sent to ext.101’s voice mail.
Configuring Your Station Features 60Center 4.0 User Guide Forwarding to a Pager Not Recommended Forwarding calls to a pager is possible but not recommended since callers will only hear what is heard when calling a pager and will not know to enter a return phone number unless instructed. Do Not Disturb If you select Enable Do Not Disturb, all incoming calls are forwarded to voice mail. Busy Call Handling and No Answer Handling You can use these options to specify how you want to handle incoming calls when you’re already on the telephone or when you can’t answer the telephone, for example, when you’ve enabled the Do Not Disturb state. If want to use the Auto Attendant and you don’t know the number of the phrase or menu you want to use, check with your system administrator. One busy-call handling option, Place call in queue is available only if queueing is enabled for you or for your workgroup. Number of Rings Before Forwarding This setting is pertains to almost all the options on this page: the number of times the telephone should ring before the system decides to forward the call to an extension, voice mail, or the Auto Attendant.
N-TeliFind, One Number Access Center 4.0 User Guide 61 Configuration N-TeliFind, One Number Access If you are expecting calls that you want to receive regardless of where you are, you can have the system send the call to you by dialing pre-determined numbers based on a pre-determined schedule. When N-TeliFind, One Number Access is active and a call comes in to your extension, the system checks to see if the number represents a call you want to receive. If it finds a match, it calls you at the number you specified. N-TeliFind depends on the ability to identify the incoming call by the Caller ID. If the system can’t identify the call, it can’t make a match. If the system is unable to connect the call, the caller is sent into the user’s voice mail. Before You Set Up N-TeliFind, One Number Access Before you use N-TeliFind, One Number Access, you need to make sure your call handling settings are appropriate (see page 64). You also need to be logged in as a Desktop user. Also, N-TeliFind, One Number Access must be enabled in the NCS Ware Administrator. Also, to use N-TeliFind to forward to outside lines, that feature must also be enabled as an Extension Configuration restriction in the Administrator. Check with your system administrator if you have questions about these settings. All system and extension call restrictions apply for N-TeliFind, One Number Access. For example, if Do Not Disturb is enabled, the call will go into voice mail and not to the N-TeliFind number you specified. So if you want to use N-TeliFind, make sure Do Not Disturb is disabled. Or if the line is busy, the call will be handled according to the extension’s Busy Call Handling configuration.
Configuring Your Station Features 62Center 4.0 User Guide Accessing N-TeliFind, One Number Access Setup After you set the call handling options, click the One Number Access tab in the Config window to open the N-TeliFind, One Number Access window in which you set N-TeliFind options: Figure 40. One Number Access window • Determine the times you want to be available to N-TeliFind callers. This can be at all times, during business hours, during non-business hours, or during schedule-based access.If you select the Enable schedule based access option, a dialog box pops up so that you can set the schedule