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Nortel Call Pilot 150 Instructions Manual

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    							Chapter 6  Setting up skillset mailboxes    51
    CallPilot 150 Basic Call Center Telephone Administration Guide
    Skillset mailbox password
    To decrease the chances of unauthorized access to a skillset mailbox, change its password 
    regularly, we suggest every 30 days.
    Keep a written copy of the skillset mailbox passwords in “Skillset mailboxes” on page 140.
    Give the skillset mailbox passwords only to the agents who retrieve messages at your call center. 
    For security reasons, choose an uncommon password, not a predictable password like 1234 or 
    1111. If someone knows a skillset mailbox password, they can access the skillset mailbox and play 
    or delete messages. They can also access CallPilot and use it fraudulently or disrupt service.
    Changing a skillset mailbox password
    You can change a skillset mailbox password at any time. A password must be from four to eight 
    digits long and cannot start with zero.
    To change a skillset mailbox password
    1Press ≤·°⁄.
    Follow the voice prompts or the display buttons to open the skillset 
    mailbox.
    2The skillset mailbox name appears briefly and the recorded name 
    plays.
    3If you use the CallPilot interface:
    Press °› to open the Mailbox Password menu
    Go to step 4
    If you use the Norstar Voice Mail interface:
    Press ADMIN
     or °
    Press  PSWD
     or ›
    Go to step 4
    4Enter your new mailbox password and press OK
     or £.
    5Re-enter your new mailbox password and press OK
     or £.
    6This display appears briefly.
    7Press ® to end the session.
    
    Pswd:
    RETRY      OK
    Again:
    RETRY      OK
    Password OK 
    						
    							52    Chapter 6  Setting up skillset mailboxes
    P0945709 03
    Resetting a skillset mailbox password
    You must disable the skillset before you reset the password.
    To reset a skillset mailbox password
    Note: Reset a password if the agent who accesses the skillset mailbox forgets the 
    password or is “locked-out”. The password for the reset mailbox is 0000. The agent who 
    accesses the skillset mailbox cannot retrieve messages until they create a new password. 
    Tell the agent to change the default password as soon as possible. While the skillset 
    mailbox has the default password, the mailbox is vulnerable to unauthorized access.
    1Press ≤·°‹.
    Enter the Call Center Administrator Mailbox number and 
    password,
    and then press OK
    .
    2Press OTHR
    .
    3Press CC
    .
    4Press  SKILL
    .
    5Enter the number of the skillset whose mailbox password you want 
    to reset and press OK
    .
    6The display shows whether the skillset is enabled or disabled.
    Press NEXT
     if the skillset is disabled
    or
    press CHNG
     and then press next if the skillset is enabled.
    7Press PARM
    .
    8The display shows the name of the skillset mailbox.
    Press NEXT
    .
    9The display shows the CDN of the skillset mailbox.
    Press NEXT
    .
    10Press NEXT
    .
    11Press RESET
     to reset the password for the skillset mailbox.
    The password is reset to 0000.
    12This display appears briefly.
    13Press ® to end the session.
    Log:
    QUIT        RETRY       OK
    Admin
    MBOX        AA         OTHR
    Admin
    GLIST          CCR         CC
    CC Admin
    AGENT     SKILL    OTHR
    Skillset:
    RETRY       QUIT         OK
    Status: xxxxxxx
    CHNG                     NEXT
    Skillset Admin
    PARM
        AGENT    ROUTE
    
    CHNG                      NEXT
    CDN: 
    CHNG                       NEXT
    MWI ext: 
    CHNG                      NEXT
    Password
    RESET
                        NEXT
    Password reset 
    						
    							Chapter 6  Setting up skillset mailboxes    53
    CallPilot 150 Basic Call Center Telephone Administration Guide
    Recording skillset mailbox greetings
    After you initialize a skillset mailbox, record the greetings for it.
    You can record Primary, Alternate and Personalized greetings for each skillset mailbox. You 
    record a Primary skillset mailbox greeting for everyday use. The Alternate skillset mailbox 
    greeting is an optional greeting you can record for special circumstances. If your call center 
    subscribes to Caller ID, you can record Personalized skillset mailbox greetings.
    If you record Primary and Alternate skillset mailbox greetings, you must choose which greeting 
    plays to callers who reach the skillset mailbox.
    You can also record greetings in an Alternate Language. Callers can press · while the greeting is 
    playing to listen to the voice prompts in the Alternate Language. Remember to inform callers in 
    the Primary skillset mailbox greeting that they can press · to hear the Alternate Language.
    If the Operator Status is set to Yes, and a caller presses ‚ during the skillset mailbox greeting, the 
    caller transfers to the receptionist or Operator. For information about Operator Status, refer to the 
    CallPilot Manager Set Up and Operation Guide. Inform callers in the skillset mailbox greetings 
    that they can press ‚ to speak to the receptionist or Operator.
    If the Operator Status is set to No, a caller who presses ‚ during the skillset mailbox greeting is 
    informed the Operator is not available, and is transferred to the skillset mailbox.
    Examples of Primary and Alternate greetings
    You must record a Primary greeting for each skillset mailbox. In the Primary greeting include the 
    skillset mailbox name that is listed in the Company Directory. For example:
    “Hello. You have reached the Sales Department at Bridgestone Computers. At the sound of the 
    tone, please leave your name, telephone number and a brief message. One of our agents will 
    return your call as soon as possible. Thank you.”
    You can record an Alternate greeting for each skillset mailbox. Use an Alternate greeting for 
    special circumstances. In the Alternate skillset mailbox greeting include the skillset mailbox name 
    that is listed in the Company Directory.
    For example:
    “Season’s Greetings! You have reached the Sales Department at Bridgestone Computers. At the 
    sound of the tone, please leave your name, telephone number and a brief message. One of our 
    agents will return your call when we re-open on December 27. Thank you.” 
    						
    							54    Chapter 6  Setting up skillset mailboxes
    P0945709 03
    To record a Primary or Alternate skillset mailbox greeting
    1Press ≤·°⁄.
    Follow the voice prompts or the display button options to open the 
    skillset mailbox.
    2The skillset mailbox name appears briefly.
    3If you use the CallPilot interface:
    Press °¤ to open the Greetings Options menu
    Go to step 4
    If you use the Norstar Voice Mail interface:
    Press ADMIN
     or °
    Press GREET
     or ¤
    Go to step 4
    4Press REC
     or ⁄.
    5Press PRIME
     or ⁄ to record the Primary greeting
    or
    press ALT
     or ¤ to record the Alternate greeting.
    If you are changing a greeting, the current greeting starts to play.
    6If this is the first time you are recording a greeting, this display 
    appears briefly.
    7Press YES
     or ⁄ and record your greeting at the tone.
    8Press OK
     or £ to end the recording.
    9Press OK
     or £ to accept the recording
    or
    press PLAY
     or ⁄ to listen to the greeting
    or
    press RETRY
     or ¤ to rerecord the greeting.
    10Press ® to end the session.
    
    Greeting options
    REC
          CHOOSE     CFWD
    Greeting:
    PRIME       ALT       PERS
    Not recorded
    Record new?
    YES
              NO         QUIT
    Record greeting:
    RETRY                        OK
    Accept greeting?
    RETRY       PLAY        OK 
    						
    							Chapter 6  Setting up skillset mailboxes    55
    CallPilot 150 Basic Call Center Telephone Administration Guide
    Choosing a Primary or Alternate skillset mailbox greeting
    If you record a Primary and an Alternate skillset mailbox greeting, you must choose which 
    greeting plays. You can change the selection at any time and as often as needed. If you do not 
    choose a greeting, the Primary skillset mailbox greeting plays.
    If you choose the Alternate mailbox greeting, you must set whether the mailbox accepts messages. 
    If you choose Yes the skillset mailbox receives messages in the normal way.
    If you choose No:
    messages cannot be left in the skillset mailbox
    the Alternate mailbox greeting takes precedence over all other greetings
    if a caller presses a button to fast forward the message, they hear a voice prompt that says this 
    is a special greeting
    if a caller presses a button to send a fax, the fax goes to the General Delivery Mailbox, not the 
    skillset mailbox.
    If you choose the Alternate mailbox greeting, remember to change back to the Primary mailbox 
    greeting at the appropriate time.
    To choose a Primary or Alternate skillset mailbox greeting
    1Press ≤·°⁄.
    Follow the voice prompts or the display button options on your 
    telephone to open the skillset mailbox.
    2The skillset mailbox name appears briefly.
    3If you use the CallPilot interface:
    Press °¤ to open the Greetings Options menu
    Go to step 4
    If you use the Norstar Voice Mail interface:
    Press ADMIN
     or °
    Press GREET
     or ¤
    Go to step 4
    4Press CHOOSE
     or ¤ to select a greeting.
    5Press PRIME
     or ⁄ to select the Primary mailbox greeting and
    go to step 7
    or
    press
     ALT or ¤ to select the Alternate mailbox greeting and
    go to step 6.
    
    Greeting options
    REC      CHOOSE     CFWD
    Use greeting:
    PRIME      ALT        QUIT 
    						
    							56    Chapter 6  Setting up skillset mailboxes
    P0945709 03
    6If you choose the Alternate mailbox greeting, you are asked 
    whether the mailbox can accept messages.
    Press CHNG
     or ⁄ to toggle from yes to no
    or
    press OK
     or £ to accept.
    7Press ® to end the session.
    Accept msgs:Y
    CHNG                          OK 
    						
    							Chapter 6  Setting up skillset mailboxes    57
    CallPilot 150 Basic Call Center Telephone Administration Guide
    Recording a Personalized skillset mailbox greeting
    If your call center subscribes to Caller ID, you can record a maximum of three Personalized 
    greetings for each skillset mailbox. For Personalized skillset mailbox greetings, you program Call 
    Center to recognize a specific telephone number. The Personalized skillset mailbox greeting plays 
    only for a call from the specific telephone number.
    If you record a Personalized greeting, program the skillset mailbox to receive messages and choose 
    an Alternate mailbox greeting, the Personalized greeting takes precedence over any other 
    greetings. If you program the skillset mailbox not to receive messages and choose an Alternate 
    mailbox greeting, the Alternate mailbox greeting takes precedence over any other greeting, 
    including Personalized mailbox greetings.
    In the Personalized skillset mailbox greeting include the skillset mailbox name that is listed in the 
    Company Directory. For example:
    “Hi John. You have reached the Sales Department at Bridgestone Computers. At the sound of the 
    tone, please leave your order. One of our agents will return your call if you need to speak to 
    someone directly. Thank you.”
    To record a Personalized skillset mailbox greeting
    1Press ≤·°⁄.
    Follow the voice prompts or the display button options on your 
    telephone, to open the skillset mailbox.
    2The skillset mailbox name appears briefly.
    3If you use the CallPilot interface:
    Press °¤ to open the Greetings Options menu
    Go to step 4
    If you use the Norstar Voice Mail interface:
    Press ADMIN
     or °
    Press GREET
     or ¤
    Go to step 4
    4Press REC
     or ⁄.
    5Press PERS
     or ‹ to record a Personalized greeting.
    6Enter a Personalized greeting number of 1, 2 or 3.
    7Press CHNG
     or ⁄.
    
    Greeting options
    REC      CHOOSE      C F WD
    Greeting: 
    PRIME      ALT        PERS
    Greeting:
    RETRY                        OK
    Ph:
    CHNG
                             OK 
    						
    							58    Chapter 6  Setting up skillset mailboxes
    P0945709 03
    Deleting a Personalized mailbox greeting
    If you no longer need a Personalized mailbox greeting, you can delete it.8Enter the telephone number (maximum 10 digits) that you are 
    assigning the Personalized mailbox greeting to.
    Press
     OK or £ to accept the telephone number.
    9Lift your handset.
    At the tone, record your greeting.
    Press OK
     or £ to end the recording.
    10Press OK
     or £ to accept the greeting,
    or
    press PLAY
     or⁄ to listen to the greeting
    or
    press RETRY
     or ¤ to re-record the greeting.
    11Press ® to end the session.
    1Press 
    ≤·°⁄.
    Follow the voice prompts or the display button options on your 
    telephone, to open the skillset mailbox.
    2The skillset mailbox name appears briefly.
    3If you use the CallPilot interface:
    Press °¤ to open the Greetings Options menu
    Go to step 4
    If you use the Norstar Voice Mail interface:
    Press ADMIN
     or °
    Press GREET
     or ¤
    Go to step 4
    4Press REC
     or ⁄.
    5Press PERS
     or ‹ to choose a Personalized mailbox greeting.
    6Enter the Personalized greeting number that you want to delete.
    7Press DEL
     or ¤ to delete the greeting.
    8Press ® to end the session.
    Ph: 
    RETRY                        OK
    Record greeting:
    RETRY                        OK
    Accept greeting?
    RETRY      PLAY        OK
    
    Greeting options
    REC      CHOOSE     CFWD
    Greeting:
    PRIME       ALT       PERS
    Greeting:
    RETRY                       OK
    Ph: XXXXXXX
    CHNG      DEL
                 OK 
    						
    							Chapter 6  Setting up skillset mailboxes    59
    CallPilot 150 Basic Call Center Telephone Administration Guide
    Checking skillset mailboxes for messages
    Frequently check the skillset mailboxes for messages. Only one agent can retrieve messages from 
    each skillset mailbox at a time.
    If different agents access the messages in the skillset mailbox throughout the day, each agent 
    should:
    listen to the message
    write down what the message says
    erase the message
    return the caller’s telephone call
    If the caller is not available, the agent can try again later or pass the message on to another agent.
    If the agent who listens to the message erases the message after writing down what it says:
    the next agent does not waste time listening to the same message
    the next agent knows if the callback was successful or not
    only one agent contacts the caller
    If only one agent is responsible for retrieving messages at your call center, this agent does not need 
    to transcribe and delete each message before callback. This agent handles messages and knows the 
    status of the old messages. 
    						
    							60    Chapter 6  Setting up skillset mailboxes
    P0945709 03
    Playing skillset mailbox messages
    Use the procedure for playing messages that corresponds to the interface you use:
    “To play skillset mailbox messages - Norstar Voice Mail” on page 60
    “To play skillset mailbox messages - CallPilot” on page 62
    To play skillset mailbox messages - Norstar Voice Mail
    Use this procedure if you use the Norstar Voice Mail interface.
    The table “Playing skillset mailbox messages - Norstar Voice Mail” shows the message options 
    available to you during and after playing messages.1Press 
    ≤·°⁄.
    Follow the voice prompts or the display button options on your 
    telephone to open the skillset mailbox.
    2Press PLAY
     or ¤ to listen to your messages.
    For other options, refer to the table “Playing skillset mailbox 
    messages - Norstar Voice Mail” on page 60.
    3Press ® to end the session.
    Playing skillset mailbox messages - Norstar Voice Mail
    Option Button Available 
    while 
    playingAva i la bl e 
    after 
    playingDescription
    Back up
    ⁄
    or
    <  >>
      > >>
    ✔
    Goes to the end of the message.
    Envelope
    ‡
    ✔✔Plays the information in the message envelope. Envelope 
    information includes the date and time the message was 
    sent and, if the message is internal, the directory name of 
    the sender.
    Erase
    °
    or
    ERASE
    ✔✔
    Deletes the message currently playing. If no messages 
    are playing, deletes the last message played. Deleted 
    messages remain in the skillset mailbox until the session 
    ends. (Refer to Notes 1 and 2 on page 61.)
    2 new 0 saved
    PLAY
         REC        ADMIN 
    						
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