Nortel Networks Call Center Instructions Manual
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Chapter 5 Setting up skillsets 51 Nortel Networks Call Center Set Up and Operation Guide Removing an agent from a skillset When you remove an agent from a skillset, the agent is removed from the skillset but is not deleted from Call Center. The agent is still available, but no longer receives calls for the skillset. If you want to delete an agent from Call Center, refer to “Deleting an agent” on page 34. To remove an agent from a skillset 1Start CallPilot Manager. 2Click the Call Center heading. 3Click the Skillset List link. The Skillset List page appears. 4Click the Agents link for the skillset you want to remove an agent from. The Assigned Agents page appears. 5Click the Unassign link for the agent you want to remove. A message appears that asks you to confirm your request to unassign the agent. 6Click the OK button. The agent is removed from the Assigned Agents page. 7Click the Close button to return to the Skillset List page. Viewing agents in a skillset 1Start CallPilot Manager. 2Click the Call Center heading. 3Click the Skillset List link. The Skillset List page appears. 4Click the Agents link for the skillset you want to view. The agents who are assigned to the skillset appear on the Assigned Agents page. 5Click the Close button to return to the Skillset List page. Note: For information about using the Supervisor Monitor feature, refer to “Tips for operating Call Center” on page 161.
52 Chapter 5 Setting up skillsets P0919436 03 Enabling a skillset After you set up a skillset, the skillset is disabled until you enable it. Before you can enable a skillset you must: set up the skillset with a valid Control DN. For information, refer to “Setting up or changing a skillset” on page 40. initialize the skillset mailbox. For information, refer to “Initializing a skillset mailbox” on page 57. record skillset mailbox greetings. For information, refer to “Recording skillset mailbox greetings” on page 62. set up the Day and Night Routing Tables. For information, refer to “Example of a Day Routing Table” on page 132. To enable a skillset 1Start CallPilot Manager. 2Click the Call Center heading. 3Click the Skillset List link. The Skillset List page appears. 4Click the Enable link for the skillset to you want to enable. On the Skillset List page in the Status column the skillset changes from Disabled to Enabled.
Chapter 5 Setting up skillsets 53 Nortel Networks Call Center Set Up and Operation Guide Disabling a skillset You must disable a skillset if you want to change the skillset properties or administer the lines. If you disable a skillset, no new calls go to the skillset. Any calls that are in the skillset get distributed until the calls are ended. To disable a skillset 1Start CallPilot Manager. 2Click the Call Center heading. 3Click the Skillset List link. The Skillset List page appears. 4Click the Disable link for the skillset you want to disable. A message appears that asks you to confirm the request to disable the skillset. 5Click the OK button. On the Skillset List page in the Status column the skillset changes from Enabled to Disabled.
54 Chapter 5 Setting up skillsets P0919436 03 Unconfiguring a skillset You must disable a skillset if you want to change the skillset properties or administer the lines. Before you unconfigure a skillset, unassign any lines that are assigned to it by following the procedure “Configuring lines” on page 145. You must disable a skillset before you can unconfigure it. To unconfigure a skillset 1Start CallPilot Manager. 2Click the Call Center heading. 3Click the Skillset List link. The Skillset List page appears. 4Click the Unconfigure link for the skillset you want to unconfigure. A message appears that asks you to confirm the request to unconfigure the skillset. 5Click the OK button. The programming for the skillset is removed from the Skillset List page. Warning: If you unconfigure a skillset, you delete the skillset properties and the programming for the skillset. This includes the general properties, the assigned agents and the routing table information.
55 Nortel Networks Call Center Set Up and Operation Guide Chapter 6 Setting up skillset mailboxes About skillset mailboxes Each skillset has a mailbox that stores messages left by callers. A skillset mailbox is created automatically when you set up a skillset. There is one skillset mailbox for each skillset. The skillset mailbox number is the same as the Control Directory Number (CDN) of the skillset. Skillset mailboxes have these Class of Service settings: they use the primary prompt language their maximum message time is 15 minutes their maximum message length is three minutes their maximum message retention is 30 days they have a maximum greeting length of one minute The default Class of Service for skillset mailboxes is 1. To prepare a skillset mailbox to receive messages: know the skillset mailbox number (CDN) of each skillset mailbox. If you do not know the skillset mailbox number, refer to “Determining a skillset mailbox number” on page 56 initialize the skillset mailbox record the skillset mailbox greetings You can use the table “Skillset mailboxes” on page 177 to record the skillset mailboxes you set up.
56 Chapter 6 Setting up skillset mailboxes P0919436 03 Determining a skillset mailbox number You must know a skillset mailbox number before you can set up the skillset mailbox. The skillset mailbox number is the mailbox’s Control DN. If you know the skillset mailbox number, you can initialize the mailbox. Refer to “Initializing a skillset mailbox” on page 57. To determine a skillset’s mailbox number and Message Waiting Indication telephone 1Press ·°. 2Press NEXT . 3The skillset mailbox number for skillset 1 is displayed. If None appears the skillset is not configured. Press NEXT to continue. 4The Message Waiting Indication (MWI) extension is displayed. If there are messages in the skillset 1 mailbox, MWI appears at this extension. You assign the MWI extension when you set up the skillset. If Unavail appears you have not set up an MWI extension. 5Press next to view the skillset mailbox number and MWI extension for each skillset. 6Press to end the session. Set xxxx NEXT CDN 1:xxxx NEXT Ext 1: xxx NEXT
Chapter 6 Setting up skillset mailboxes 57 Nortel Networks Call Center Set Up and Operation Guide Initializing a skillset mailbox You must initialize a skillset mailbox before you can retrieve or listen to messages that are left in it. Choose a password for the skillset mailbox that is between four to eight digits long and does not start with zero. Give the skillset mailbox passwords to the agents who are responsible for retrieving messages. Initializing a skillset mailbox involves: choosing a password from four to eight digits long that does not start with zero changing the skillset mailbox default password to the new password recording the skillset mailbox name in the Company Directory To initialize a skillset mailbox 1Press . 2Log on by following the voice prompts. Use the skillset mailbox number and , the default password. 3This display appears briefly to indicate that you must change the password. 4Enter a new skillset mailbox password from four to eight digits long that does not start with zero. Press OK or . 5Reenter the skillset mailbox password and press OK or . 6At the tone, record the skillset mailbox name in the Company Directory. Do not use handsfree. Include the skillset mailbox number in the recording, For example, “Sales, mailbox 5813.” Press OK or to end the recording. 7Press OK or to accept the recording or press PLAY or to listen to the recording or press RETRY or to re-record your name. 8The recorded name plays and the skillset mailbox name is displayed. The skillset mailbox name is the name you entered when you set up the skillset properties. 9Press to end the session. Must change pswd Pswd: RETRY OK Again: RETRY OK Record name: RETRY OK Accept name? RETRY PLAY OK
58 Chapter 6 Setting up skillset mailboxes P0919436 03 Opening a skillset mailbox You can open an initialized skillset mailbox from: your extension another extension an outside tone dial telephone To open a skillset mailbox - Norstar Voice Mail To open a skillset mailbox - CallPilot 1Press . 2Enter the skillset mailbox password and press OK or or if you are at another extension, or if you are using a Guest mailbox, press OTHR or to display the Log: prompt. When this prompt appears, enter the skillset mailbox number and password. 3After you open the skillset mailbox, the telephone display shows how many new and saved messages are in the mailbox. 1Press . 2Press or if you are at another extension, enter the skillset mailbox number and then press OK or . 3Enter the skillset mailbox password and press OK or . Pswd: OTHR RETRY OK 1 new 1 saved PLAY REC ADMIN Mbox: RETRY OK Pswd: RETRY OK
Chapter 6 Setting up skillset mailboxes 59 Nortel Networks Call Center Set Up and Operation Guide Opening a skillset mailbox remotely To open a skillset mailbox from an outside telephone If a skillset mailbox is a Mailbox node in a CCR Tree, press the one digit number and you automatically transfer to the skillset mailbox or Call an Operator, receptionist or subscriber and ask them to transfer you to the skillset mailbox number using After you reach the skillset mailbox, press during the greeting to open the skillset mailbox. If you are in Europe or Australia press At the voice prompt, enter the skillset mailbox number and password and press Follow the voice prompts. To open a skillset mailbox directly from an outside telephone Follow either procedure to open a skillset mailbox remotely. 1Call a telephone line that is answered by the Automated Attendant. 2Press during the Automated Attendant Menu prompt. If you are in Europe or Australia press 3Enter the skillset mailbox number and password, and then press . 4Follow the voice prompts. or 1Call your own extension number. 2Press during your personal greeting. If you are in Europe or Australia press 3Enter the skillset mailbox number and password, and then press . 4Follow the voice prompts.
60 Chapter 6 Setting up skillset mailboxes P0919436 03 Skillset mailbox password To decrease the chances of unauthorized access to a skillset mailbox, change its password every 30 days. Keep a written copy of the skillset mailbox passwords in “Skillset mailboxes” on page 177. 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