Nitsuko 124i/384i Software Manual
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Automatic Call Distribution (ACD) Description 124i Available. 384i Available. - Basic ACD operation requires EXCPRU version 2.18 or higher. ACD is not available with Base software.- Basic ACD operation requires system software 3.04 or higher. - ACD — The Next Generation requires EXCPRU software 4.02 or higher. The inDepth and inDepth+ is not available.- ACD — The Next Generation requires system software 3.07.18 or higher. - For more information, refer to the ACD Manual (P/N 92000ACD**).- For more information, refer to the ACD Manual (P/N 92000ACD**). Automatic Call Distribution (ACD) uniformly distributes calls among member agents of a programmed ACD Group. When a call rings into an ACD Group, the system automatically routes the call to the agent that has been idle the long- est. Automatic Call Distribution is much more sophisticated and comprehensive than Department Calling and other group services — it can accurately judge the work load at each agent and distribute calls accordingly. The system allows up to eight ACD Groups and up to 144 ACD agents. You can put any agent in any group. In addition, an agent can be in more than one group as long as only one of the groups is active at a time. This al- lows, or example, a Technical Service representation to answer Customer Service calls at lunch time when many of the Customer Service reps are unavailable. The ACD Master Number is the extension number of the whole group. Calls directly ringing or transferred to the ACD Master number enter the group and are routed accordingly. Although the master number can be any valid extension number, you should choose a number that is out of the normal extension range. Automatic Call Distribution operation is further enhanced by: •ACD Call Queuing When all agents in an ACD Group are unavailable, an incoming call will queue and cause the Queue Status Display to occur on the ACD Group Supervisor’s display. The display helps the supervisor keep track of the traffic load within their group. The Queue Status Displays shows: - The number of calls queued for an available agent in the group. - The trunk that has been waiting the longest, and how long it has been waiting. For each ACD Group, you can set the following conditions: - The number of trunks that can wait in queue before the Queue Status Display occurs. - How often the time in queue portion of the display reoccurs (see the Queue Status Display Timing il- lustration below). - If the supervisor should hear a Queue Alarm whenever the time in queue portion reoccurs. This alarm is a single beep tone that reminds the supervisor to check the condition of the queue. •ACD Overflow (With Announcements) ACD offers extensive overflow options for each ACD Group. For example, a caller ringing in when all agents are unavailable can hear an initial announcement (called the 1st Announcement). This an- nouncement can be a general greeting like, Thank you for calling. All of our agents are currently busy helping other customers. Please stay on the line and we will help you shortly. If the caller continues to wait, you can have them hear another announcement (called the 2nd Announcement) such as, Your business is important to us. Your call will be automatically answered by the first available agent. Please stay on the line. If all the ACD Group’s agents still are unavailable, the call can automatically overflow to another ACD Group or the Voice Mail Automated Attendant. Features A Automatic Call Distribution (ACD) 92000SWG08 Issue 1-0FEATURES 91
Description (Cont’d) You can assign an ACD Group with any combination of 1st Announcement, 2nd Announcement and over- flow method. You can have, for example, a Technical Service group that plays only the 2nd An- nouncement to callers and then immediately overflows to Voice Mail. At the same time, you can have a Customer Service group that plays both announcements and does not overflow. •Agent Log In and Log Out Services An ACD Agent can log in and log out of their ACD Group. While logged in, the agent is available to re- ceive ACD Group calls. When logged out, the agent is excluded from the group’s calls. The programma- ble keys and alphanumeric display on an agent’s phone show at a glance when they are logged in or logged out. •Emergency Call If an ACD Agent needs assistance with a caller, they can place an Emergency Call to their ACD Group Supervisor. Once the supervisor answers the Emergency Call, they automatically monitor both the ACD Agent and the caller. If the agent needs assistance, the supervisor can join in the conversation. Emer- gency Call can be a big help to inexperienced ACD Agents that need technical advise or assistance with a difficult caller. The supervisor can easily listen to the conversation and then jump in if the situation gets out of hand. •Enhanced DSS Operation An ACD Supervisor (Group or System) can use their DSS Console to monitor the status of the ACD Agents within a group. The DSS Console is an essential tool for supervisors. Once you assign a DSS Console to a supervisor, the 10 function keys in the last row become ACD Group select buttons (see the illustration below). When the supervisor presses a button for an ACD Group, the console key flash rates tell the supervisor at a glance which of the group’s agents are: - Logged onto the group (i.e., in service) - Logged out of the group (i.e., out of service) - Busy on a call - Placing an Emergency Call to the supervisor - Not available or installed The ACD Supervisor can also use their console for placing and transferring calls — just like any other extension user. •Flexible Time Schedules An ACD Work Schedule lets you divide a day into segments (called Work Periods) for scheduling the ac- tivity in your ACD Groups. You can set up four distinct Work Schedules, with up to eight Work Periods in each Work Schedule. Each day of the week has one Work Schedule, but different days can share the same schedule. For example, your Monday through Friday Work Schedule could consist of only two Work Periods. Work Period 1 could be from 8:00 AM to 5:00 PM — when your business is open. Work Period 2 could be from 5:00 PM to 8:00 AM — which covers those times when your business is closed. •Headset Operation (With Automatic Answer) An ACD Agent or ACD Group Supervisor can utilize a customer-provided headset in place of the hand- set. The headset conveniently frees up the user’s hands for other work and provides privacy while on the call. In addition, an ACD Agent with a headset can have Automatic Answer. This allows an agent busy on a call to automatically connect to the next waiting call when they hang up. •Incoming Call Routing Incoming trunk calls can automatically route to specific ACD Groups. These types of calls ring directly into the ACD Group without being transferred by a co-worker or the Automated Attendant. Features A Automatic Call Distribution (ACD) 92 FEATURES92000SWG08 Issue 1-0
Description (Cont’d) •Rest Mode Rest Mode temporarily logs-out an ACD agent’s phone. There are two types of Rest Mode: -Manual Rest Mode An ACD Agent can enable Manual Rest Mode anytime they want to temporarily log out of the ACD Group. They might want to do this if they go to a meeting or get called away from their work area. While logged out, calls to the ACD Group will not ring the agent’s phone. -Automatic Rest Mode When an ACD Group has Automatic Rest Mode, the system will automatically put an agent’s phone in Rest Mode if it is not answered. This ensures callers won’t have to wait while ACD rings an extension that won’t be answered. For keysets, the system enables Automatic Rest Mode for all phones with Rest Mode keys. For SLTs, you must set an option in programming to enable Automatic Rest Mode. •Supervisor, ACD Group You can designate an extension in an ACD Group to be the group’s supervisor. Once assigned as an ACD Group Supervisor, the user can: - Take the entire ACD Group out of service. - Check the log out status of each agent after the group taken down. - Restore the ACD Group to service. During programming, you can choose one of three modes of operation for each ACD Group supervisor: - Supervisor’s extension cannot receive calls to the ACD Group. - Supervisor’s extension can only receive ACD Group calls during overflow conditions. - Supervisor’s extension receives calls just like any other ACD Group agent (mode 2). An ACD Group can have only one supervisor. In addition, an extension can be a supervisor for only one ACD Group. •Supervisor, ACD System You can designate an extension as an ACD System Supervisor. Once assigned as an ACD System Super- visor, the user can: - Take the all the system’s ACD Groups out of service simultaneously. - Check the log out status of each agent after the groups are taken down. - Restore all the ACD Groups to service simultaneously. The system can have only one ACD System Supervisor. •Traffic Management Reports The system provides comprehensive Traffic Management (TMS) Reports that help when analyzing ACD traffic, system usage and calling patterns. Refer to the Traffic Management feature for more information. The TMS report is in five sections: - Trunk Calls Sorted by Extension - Trunk Calls Sorted by Trunk - ACD Calls Sorted by Agent - ACD Calls Sorted by ACD Group - All Trunks Busy Report Features A Automatic Call Distribution (ACD) 92000SWG08 Issue 1-0FEATURES 93
Description (Cont’d) •Wo r k T i m e Work Time temporarily busies-out an ACD agent’s phone so they can work at their desk uninterrupted. This gives the agent time to fill out important logs and records as soon as they are finished with their call. There are two types of Work Time: -Manual Work Time An ACD Agent can enable Manual Work Time any time they need to work at their desk undisturbed. You might prefer this Work Time mode if an agent only occasionally has to fill out follow-up paper work after they complete their call. When the agent is through catching up with their work, they manu- ally return themselves to the ACD Group. -Automatic Work Time The system implements Automatic Work Time for the agent as soon as they hang up their current call. This is helpful in applications (such as Tech Service groups) where follow-up paperwork is a requirement for every call. When the agent is done with their work, they manually return themselves to the ACD Group. •ACD — The Next Generation The second generation of ACD provides a host of new call management productivity tolls: -ACD Group Call Coverage Keys To help cover calls during peak periods, a keyset can have Call Coverage keys for ACD Groups. When a call rings into a covered ACD Group, it rings the appropriate ACD Group Call Coverage key. The key can ring immediately, after a delay or just flash. The Call Coverage key also facilitates one-button Transfer for an ACD Group. The covering extension does not have to be a member of the ACD Group. -Hotline Key Shows Agent Status An extension’s Hotline keys provide the normal Busy Lamp Field (BLF) for co-workers and a unique BLF for ACD Agents. Similary to the supervisor’s DSS Console BLF, the unique BLF shows when the covered agent is in service, out of service or busy on a call. This enhanced BLF gives a de- partment manager, for example, ACD Group monitoring capabilities without having to become a su- pervisor with a DSS Console. -Enhanced Supervisor Options An ACD supervisor can individually assign extensions to ACD Groups, and set an agent’s status once as- signed. This provides the supervisor with tremendous flexibility to reassign agetns as work loads vary. -Queue Status Display with Scrolling To aid in keeping track of call volumes, a display keyset user can view any ACD Group’s Queue Status Display by pressing a uniquely programmed Programmable Function Key. The user can the press VOL and VOL to scroll through all the system’s ACD Group queues. The display keyset does not have to be an ACD Agent or supervisor. -Overflow Announcements from Voice Mail The NVM-Series Voice Mail system can provide the ACD overflow announcements in systems that do not have a Voice Announce Unit installed. When a caller queues for an available agent, designated Voice Mail ACD Announcement Mailboxes provide the overflow messages. -Escape from Queue with NVM-Series Escape From Queue uses NVM-Series Call Routing Mailboxes for announcement messages to pro- vide callers with enhanced options while in queue. After listening to this type of announcement, they can either wait in queue or dial a digit for an alternate destination. The destination is typically the op- erator, a mailbox or an extension. Features A Automatic Call Distribution (ACD) 94 FEATURES92000SWG08 Issue 1-0
Description (Cont’d) •ACD — The Next Generation (Cont’d) -Programmable Wrap-up Timer When an agent finishes their call, the system automatically starts a wrap-up timer and blocks any ACD calls to the agent. This gives them time to complete important logs and records before a new call comes in. When the timer expires, the system returns the agent to the ACD Group to handle new callers. -InDepth and inDepth+ (384i only) InDepth and inDepth+ are Windows-based Management Information Systems that work with the sys- tem’s built-in ACD. These ACD/MIS systems enhance the 384i with real time statistics and reports on ACD Group traffic patterns and usage. Refer to the inDepth and inDepth+ feature on page 324 for more. For more information on Automatic Call Distribution, refer to the ACD Manual (P/N 92000ACD**). Conditions Refer to the ACD Manual (P/N 92000ACD**). Default Setting Refer to the ACD Manual (P/N 92000ACD**). Programming Refer to the ACD Manual (P/N 92000ACD**). Programming (Cont’d) Refer to the ACD Manual (P/N 92000ACD**). Related Features Refer to the ACD Manual (P/N 92000ACD**). Operation Refer to the ACD Manual (P/N 92000ACD**). Features A Automatic Call Distribution (ACD) 92000SWG08 Issue 1-0FEATURES 95
Automatic Route Selection Description 124i Available. 384i Available. - Changing the tone detection setup and trunk access code requires Base 2.13, EXCPRU 2.18 or higher.- Changing the tone detection setup and trunk access code requires system software 3.04 or higher. - Dial Treatments can contain # and * characters in Base 2.13, EXCPRU 2.18 or higher.- Dial Treatments can contain # and * characters in system software 3.06.02 and higher. Automatic Route Selection (ARS) provides call routing and call restriction based on the digits a user dials. ARS gives the system the most cost-effective use of the connected long distance carriers. ARS is an on-line call routing program that you can customize (like other system options) from a display tele- phone. ARS accommodates over 14,000 theoretical call routing choices - without a custom-ordered rate struc- ture database. With ARS, you can modify the system’s routing choices quickly and easily. This is often necessary in today’s telecommunications world where the cost structure and service choices frequently change. ARS Feature Summary ARS provides: •Call Routing ARS can apply 3-digit (area code) or 6-digit (area code and local exchange) analysis to every number di- aled. For programming, ARS provides separate 3-digit and 6-digit tables. Each table can have as many numbers as the installation requires. •Dialing Translation (Special Dialing Instructions) ARS can automatically execute stored dialing instructions (called Dial Treatments) when it chooses a route for a call. The system allows up to 15 Dial Treatments. The Dial Treatments can: - Automatically insert or delete a leading 1 - Insert or delete an area code (NPA) - Add digits (such as a dial-up OCC number), pauses and waits to the dialing sequence - Require the user to enter an authorization code when placing a call (see Forced Authorization Code below) •Time of Day Selection For routing purposes, ARS provides eight different time of day selections (called Rate Periods). You can assign these Rate Periods to any time of day (in 1/2 hour intervals) or day of week (Monday-Friday, Sat- urday, Sunday or Holiday). •Hierarchical Class of Service Control ARS allows or denies call route choices based on an extension’s ARS1 Class of Service. This allows lower Classes of Service (e.g., 1) to access routes unavailable to higher Classes of Service (e.g., 27). The system provides up to 28 (0-27) ARS Classes of Service. •Forced Authorization Code The Dial Treatment for designated routes may require the user to enter an ARS Authorization Code be- fore ARS allows routing. This code is verifiable and is enforced by an extension’s ARS Class of Service. Each extension can have its own unique ARS Authorization Code. Features A Automatic Route Selection 96 FEATURES92000SWG08 Issue 1-0 1 Use Program 2110 to set an extension’s ARS Class of Service. An extension’s Class of Service (set in Programs 0406 and 1005) has no affect on ARS routing choices.
Description (Cont’d) •Separate Routing for Selected Call Types To provide unique control, you can program separate routing instructions for: - Operator assisted (0 +) calls - International (011) calls - Directory assistance (411, 1411 and 555) calls - Emergency (911) calls •Separate Routing for Equal Access (10XXX) Calls Choose different routing for directly-dialed (10XXX + 1) and operator-assisted (10XXX + 0) Equal Ac- cess calls. 1 •Separate Routing for 976 Calls Restriction for 976 calls is hierarchical according to an extension’s ARS Class of Service. Basic ARS Operation When a user places an outside call, ARS analyzes the digits dialed and assigns one of 64 Selection Numbers to the call. The Selection Number chosen depends on which digits the user dialed. ARS then checks the time of day, the day of week and the extension’s ARS Class of Service. Based on these call routing options, ARS selects a trunk group for the call and imposes the Dial Treatment instructions (if any). Conditions (A.) Do not use ARS behind a Centrex/PBX. (B.) ARS is intended for areas that use the North American Number Plan (NANP). Default Setting •ARS is not programmed. Features A Automatic Route Selection 92000SWG08 Issue 1-0FEATURES 97 1 This equipment is capable of providing user’s access to interstate providers of operator services through the use of Equal Access codes. Modifications by aggregators to alter these capabilities may be a violation of the Telephone Operator Consumer Services improvement act of 1990 and Part 68 of the FCC Rules.
Programming Yes No In 2109, assign Authorization Codes to extensions. Do any Dial Treatments require ARS Authorization Codes? No YesYesNo NoYes YesNo YesNo Continued on next page. In 2104, enter 0.In 2104, enter 1. Is system in a conflict area (i.e., area code must be preceded by 1)? StartStopIn 0401 Item 21, enter 0 to disable ARS. In 0401 Item 21, enter 1 to enable ARS. Should the system use ARS? In 2106, define the new Rate Periods (eight max.). Youll assign Dial Treatments to trunk groups later on. In 2107, program a different Dial Treatment for each carrier with special requirements.Do your carriers require Dialing Translation? Are your Rate Periods the same as the default Rate Periods?The trunk groups are also your ARS Service Numbers. In 0905, assign trunks of the same carrier type to the same trunk group.Are your carriers organized into separate trunk groups? Features A Automatic Route Selection 98 FEATURES92000SWG08 Issue 1-0
Programming (Cont’d) Make additional copies of the worksheet as needed. In 2110, assign ARS Class of Service to extensions. No Yes Continued on the following page. Enter the Call Route Options Worksheet data into program 2101. For each COS on the worksheet, enter the Service Number (trunk group) that the Selection Number should use for the Rate Period you are programming. Enter the range of Rate Periods on the Call Route Options Worksheet.For each Selection Number, make copies of the Call Route Options worksheet for each Rate Period.Does routing change during different times of the day? For example: NNX+nnnn calls use number 1. 1+NNX+nnnn calls use number 2. 1+NPA+NNX+nnnn calls use number 3. On each Call Route Options Worksheet, assign a Selection Number to each unique type of call. Continued from previous page. Features A Automatic Route Selection 92000SWG08 Issue 1-0FEATURES 99
Programming (Cont’d) Stop Continued from previous page.Should system have 3-digit (NPA or NNX) routing?In 2103, define the 3-digit routing table. Enter 0 for codes 0-199. Selection Number 0 always routes to Trunk Group 1. Should system have 6-digit (NPA+NNX) routing?In 2102, define the 6- digit routing table. Should the system have separate routing for 0+, 011, directory assistance and 911 calls?Assign special routing in 2108. Should the system have separate routing for Equal Access calls?Assign Equal Access routing in 2111. (384i Only) In 0116, change the Tone Detection Setup options, if required. (384i Only) Do you want users to dial 9 to access ARS?In 0510, specify the Primary Trunk Access Code for each Tenant Group. If a user dials a call that is not programmed in ARS, should the system route the call to Trunk Group1 or play error tone? In 0402:7, enter 1.In 0402:7, enter 0.Error toneTrunk Group 1 After ARS seizes a trunk, does the system wait an adequate time before outdialing the call?Change 0405:50 as required. The default is 3 seconds.No Yes Yes No No Yes Yes No Yes No No Yes Normally, most calls use 3-digit (1+NPA or 1+NNX) routing. Without 3-digit routing, calls use the 6-digit table, separate routing or Trunk Group 1. Normally, use 6-digit (NPA+NNX) routing for special cases. Features A Automatic Route Selection 100 FEATURES92000SWG08 Issue 1-0