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Nortel Networks Call Center Instructions Manual

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    							Part No. P0919436 03
    Nortel Networks Call Center
    Set Up and Operation Guide 
    						
    							2
    P0919436 03
    Nortel Networks Call Center Set Up 
    and Operation Guide
    Copyright © 2002 Nortel Networks
    All rights reserved. 2002.
    The information in this document is subject to change without notice. The statements, configurations, technical data, and 
    recommendations in this document are believed to be accurate and reliable, but are presented without express or implied warranty. 
    Users must take full responsibility for their applications of any products specified in this document. The information in this 
    document is proprietary to Nortel Networks NA Inc. 
    The software described in this document is furnished under a license agreement and may be used only in accordance with the terms 
    of that license. The software license agreement is included in this document.
    Trademarks
    NORTEL NETWORKS is a trademark of Nortel Networks.
    Microsoft, MS, MS-DOS, Windows, and Windows NT are registered trademarks of Microsoft Corporation.
    All other trademarks and registered trademarks are the property of their respective owners. 
    						
    							Contents    3
    Nortel Networks Call Center Set Up and Operation Guide
    Contents
    Chapter 1
    About Nortel Networks Call Center  . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9
    Professional and Basic Call Center  . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9
    Call Center features  . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10
    Using Call Center with CallPilot  . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12
    Automated Attendant   . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12
    Custom Call Routing (CCR)   . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12
    A comparison of Basic and Professional Call Center   . . . . . . . . . . . . . . . . . . . . . . . . . 13
    Call Center maximum capacities  . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 15
    Related documents  . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 15
    How to get help   . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 16
    Chapter 2
    About setting up Call Center. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 17
    Using CallPilot Manager to set up Call Center   . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 17
    About the CallPilot Manager interface  . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 19
    System timeout   . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 19
    Call Center password access   . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 20
    Setting up Call Center from a two line display telephone   . . . . . . . . . . . . . . . . . . . . . . 21
    System timeout   . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 21
    Using the dialpad  . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 22
    Symbols and conventions used in this guide  . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 23
    About telephone buttons   . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 23
    Checking which telephone mailbox interface you use  . . . . . . . . . . . . . . . . . . . . . . 24
    Chapter 3
    Using Feature Codes . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 25
    Feature Codes  . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 25
    Programming a memory button with a Feature Code   . . . . . . . . . . . . . . . . . . . . . . . . . 26
    Feature Codes used by the Call Center Administrator   . . . . . . . . . . . . . . . . . . . . . . . . 27
    Feature Codes used by Call Center agents and supervisors   . . . . . . . . . . . . . . . . . . . 28
    Agent Feature Codes   . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 28 
    						
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    P0919436 03
    Chapter 4
    Setting up Call Center agents . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 29
    About adding agents  . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 29
    Agent properties   . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 29
    Adding an agent or a supervisor  . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 31
    Adding more than one agent  . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 32
    Changing agent information   . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 33
    Resetting an agent’s password   . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 33
    Deleting an agent   . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 34
    Logging an agent off   . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 35
    Chapter 5
    Setting up skillsets  . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 37
    About skillsets  . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 37
    How incoming calls are sent to a skillset  . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 37
    Skillset properties   . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 38
    Setting up or changing a skillset   . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 40
    Setting up DID routing  . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 42
    Setting up CLID/DNIS Routing   . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 43
    Examples of using CLID/DNIS Routing . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 43
    CLID/DNIS Routing Table proper ties   . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 44
    Changing a CLID/DNIS Route   . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 46
    Assigning an agent to a skillset  . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 48
    Dynamic Agent Priority  . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 48
    Changing an agent’s priority in a skillset  . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 50
    Removing an agent from a skillset . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 51
    Viewing agents in a skillset   . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 51
    Enabling a skillset   . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 52
    Disabling a skillset  . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 53
    Unconfiguring a skillset  . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 54
    Chapter 6
    Setting up skillset mailboxes  . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 55
    About skillset mailboxes . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 55
    Determining a skillset mailbox number   . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 56
    Initializing a skillset mailbox  . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 57
    Opening a skillset mailbox  . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 58
    Opening a skillset mailbox remotely   . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 59
    Skillset mailbox password   . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 60
    Changing a skillset mailbox password   . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 60
    Resetting a skillset mailbox password . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 61
    Recording skillset mailbox greetings  . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 62 
    						
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    Nortel Networks Call Center Set Up and Operation Guide
    Examples of Primary and Alternate greetings . . . . . . . . . . . . . . . . . . . . . . . . . . . . 62
    Choosing a Primary or Alternate skillset mailbox greeting   . . . . . . . . . . . . . . . . . . . . . 64
    Recording a Personalized skillset mailbox greeting  . . . . . . . . . . . . . . . . . . . . . . . . . . . 66
    Deleting a Personalized skillset mailbox greeting   . . . . . . . . . . . . . . . . . . . . . . . . . . . . 67
    Checking skillset mailboxes for messages . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 68
    Playing skillset mailbox messages . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 69
    Retrieving erased messages  . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 72
    Replying to messages  . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 73
    Replying to an internal caller . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 73
    Replying to an external caller   . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 75
    Chapter 7
    Off-premise Message Notification  . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 77
    About Off-premise Message Notification  . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 77
    Assigning an outdial method to a skillset mailbox  . . . . . . . . . . . . . . . . . . . . . . . . . . . . 78
    Off-premise Message Notification parameters   . . . . . . . . . . . . . . . . . . . . . . . . . . . 79
    Setting up Off-premise Message Notification   . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 80
    About setting up Off-premise Message Notification to a pager number  . . . . . . . . 85
    Changing Off-premise Message Notification  . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 90
    Deleting a destination number  . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 98
    Adding a destination number  . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 99
    Turning Off-premise Message Notification on or off   . . . . . . . . . . . . . . . . . . . . . . . . . 100
    Chapter 8
    Recording Call Center Greetings . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 101
    About Call Center greetings   . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 101
    Types of Call Center greetings . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 101
    Recording a Call Center greeting   . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 103
    Impor ting a Call Center greeting  . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 105
    Exporting a Call Center greeting  . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 106
    Chapter 9
    Setting up Routing Tables . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 107
    About Routing Tables . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 107
    About Intelligent routing  . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 107
    Intelligent Overflow Routing  . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 108
    Examples of Intelligent Overflow Routing rules  . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 110
    Assigning Intelligent Overflow Routing to a skillset  . . . . . . . . . . . . . . . . . . . . . . . . . . 114
    Moving an Intelligent Overflow rule  . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 116
    Modifying an Intelligent Overflow Rule   . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 117
    Deleting an Intelligent Overflow Rule   . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 117
    Day and Night Routing Tables  . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 118 
    						
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    Fax Detection   . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 118
    About types of Routing Table steps  . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 119
    Greeting step parameters  . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 120
    Adding a Greeting step  . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 121
    Adding a Distribute for step  . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 124
    Adding a Goto step  . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 125
    Adding a Transfer step   . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 126
    Adding a Disconnect step  . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 127
    Assigning Routing Table hours of operation   . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 128
    Setting the Service Mode for skillsets  . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 130
    Example of a Day Routing Table  . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 132
    Example of a Night Routing Table  . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 134
    Changing a Routing Table  . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 135
    Reviewing Routing Table steps  . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 135
    Modifying Routing Table steps   . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 135
    Deleting Routing Table steps . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 136
    Creating Caller Input Rules  . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 137
    Using wildcard characters  . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 140
    An example of using Intelligent Caller Routing, Advanced  . . . . . . . . . . . . . . . . . 140
    Changing a Caller Input rule   . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 142
    Deleting a Caller Input rule   . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 143
    Clearing a Caller Input Rule Table  . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 143
    Chapter 10
    Line administration  . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 145
    Configuring lines   . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 145
    Configuring several lines  . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 147
    Setting the Answer Lines status   . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 148
    Chapter 11
    Setting up Call Center general properties . . . . . . . . . . . . . . . . . . . . . . . . . 149
    Assigning the Call Center language   . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 149
    General Call Center properties   . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 151
    Primary and Secondary alert times . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 151
    Reserved channels  . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 152
    Master Client Address  . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 152
    Setting up general Call Center properties  . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 153
    System Configuration Repor t   . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 154
    Enabling Software Authorization Codes   . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 156 
    						
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    Chapter 12
    Monitoring Call Center call activity  . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 159
    Monitoring call activity  . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 159
    Using Display Waiting Calls to monitor call activity  . . . . . . . . . . . . . . . . . . . . . . . . . . 160
    Chapter 13
    Tips for operating Call Center. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 161
    Agent administration  . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 161
    Skillset administration  . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 161
    Call Center greetings   . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 161
    Routing Table administration  . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 162
    Call Center general parameters . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 162
    How to calculate the longest time a caller can be on hold  . . . . . . . . . . . . . . . . . . . . . 163
    Tips to improve the efficiency of Call Center  . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 164
    Chapter 14
    Troubleshooting Call Center . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 165
    Resetting passwords  . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 165
    Resetting the Operator password  . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 165
    Resetting the Call Center Administrator password  . . . . . . . . . . . . . . . . . . . . . . . 166
    Agent problems  . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 167
    Agent log on problems   . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 167
    Features that logged on agents must not use  . . . . . . . . . . . . . . . . . . . . . . . . . . . 167
    Skillset problems  . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 169
    Problems enabling skillsets  . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 169
    Problems changing skillset properties   . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 169
    Problems viewing skillset settings  . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 169
    Call processing problems   . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 170
    Chapter 15
    Call Center Programming Record. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 171
    Feature Codes  . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 172
    General Call Center properties   . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 172
    Operator/Business Status . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 172
    Call Center skillsets  . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 173
    Intelligent Overflow Routing  . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 174
    Call Center agents  . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 175
    Skillset assignments . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 176
    Skillset mailboxes   . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 177
    Routing Tables  . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 178
    Caller Input Rules   . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 179
    Intelligent CLID/DNIS Routing  . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 180
    Line answering . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 181
    Glossary  . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 183
    Index  . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 189 
    						
    							9
    Nortel Networks Call Center Set Up and Operation Guide
    Chapter 1
    About Nortel Networks Call Center
    This guide leads a Call Center Administrator or a System Administrator through setting up and 
    operating Call Center, and is an ongoing reference.
    Call Center is an application that handles incoming calls as efficiently and economically as 
    possible. Call Center answers calls, then routes the calls to agents in a skillset that most closely 
    matches the needs of the caller. Calls can be routed based on the origin of the call, the destination 
    of the call, or the information entered by the caller. Callers can be given high or low priorities. 
    Callers can overflow to different groups or skillsets of agents, transfer out of the system, leave a 
    message, and hear announcements or informative messages.
    You set up and operate Call Center through CallPilot Manager, the web-based interface, and from 
    a telephone. If you use the CallPilot 150 system you can set up and administer some Call Center 
    functionality from a two line display telephone.
    Professional and Basic Call Center
    Basic Call Center and Professional Call Center are available. The table “A comparison of Basic 
    and Professional Call Center” on page 13 shows the differences between them. You can use Basic 
    Call Center on a CallPilot 150 system. You can use Basic or Professional Call Center on a 
    Business Communications Manager 2.5 system. 
    						
    							10    Chapter 1  About Nortel Networks Call Center
    P0919436 03
    Call Center features
    Call Center has many features that give your call center advanced and flexible call handling.
    Intelligent RoutingIntelligent Routing gives you advanced methods for routing calls through 
    your call center. How calls are directed is based on various input 
    conditions.
    Intelligent CLID/DNIS Routing:
     is the ability to route calls according to CLID/ANI, DNIS, ISDN Calling 
    Number
     is applied when calls first enters the Call Center
     is available if you use Professional Call Center
    Intelligent Caller Input Routing, Basic:
     is the ability to route calls to the Automated Attendant, a Custom Call 
    Routing (CCR) Tree, the operator or a skillset mailbox
     routing is applied when the caller presses a telephone button in 
    response to instructions played in a greeting
    Intelligent Caller Input Routing, Advanced:
     includes the Basic capabilities plus the ability to create rules that route 
    calls to other skillsets and locations depending on the caller input
     is available if you use Professional Call Center
    Intelligent Overflow Routing:
     routes calls to an extension, a mailbox, an external phone number, the 
    Automated Attendant, a skillset mailbox or a CCR Tree
     lets you change the priority of the call
     is available if you use the Business Communications Manager 2.5 
    system
     Flexible routing stepsYou can assign these routing steps to Day and Night Routing Tables, 
    Overflow and Advanced Call Input Routing:
     transfer to a mailbox
     transfer to an extension
     Transfer to an external telephone number
     Transfer to the Automated Attendant
     Transfer to an operator
     Transfer to a skillset mailbox
     Transfer to a CCR Tree
    Agent priority and
    dynamic agent priorityYou can assign agents a priority that represents their level of expertise. 
    You can assign an agent a priority between 1 and 20, where 1 is the 
    highest priority.
    If you use Call Center Professional you can assign agents different priority 
    levels depending on the skillset they are logged on to.
    Choice of call presentationsYou can a assign agents forced calls, or let agents answer calls manually.
    Dynamic call priorityYou can have the priority of a call changed in the Intelligent CLID/DNIS 
    Routing table, the Intelligent Caller Input Routing Table and the Intelligent 
    Overflow Routing table. 
    						
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