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Starplus Triad Xts Digital Key Telephone System System Programming And Operation Manual
Starplus Triad Xts Digital Key Telephone System System Programming And Operation Manual
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Automatic Call Distribution4-3 Chapter 4 - Call Distribution - ACD/UCD Automatic Call Distribution Description The Automatic Call Distribution (ACD) feature is available with optional software. When purchased, Uniform Call Distribution (UCD) is not used and is replaced by the ACD functions identified in the following sections. Sixteen (16) Automatic Call Distribution (ACD) groups can be programmed, each containing up to 252 station numbers. Each group is assigned a pilot number. When this number is dialed, the first available agent in that group is rung. Calls are routed to the station that has been on-hook for the longest time period. ACD Help Description The ACD Agent HELP feature provides a means for an ACD Agent to signal their assigned supervisor for assistance. Operation While on a call in progress, the Agent presses their preprogrammed HELP flexible button and the following occurs: A confirmation tone sounds. The agent’s HELP button illuminates if a supervisor is logged into their ACD group. If no supervisor is logged in, the agent receives a burst of error tone and the HELP button does not illuminate. The ACD supervisor station receives a Help message when an ACD member that belongs to the same group initiates a Help request. The Help function also sends a Camp-On tone to the speaker of the supervisor’s keyset. The Help message takes precedence over any other message and can be cleared by the supervisor by pressing their HELP button. At the time the supervisor receives a Help request, they can press their HELP flexible button followed by the override feature button to bridge onto the ACD group member’s call. The HELP button places an intercom call to the station requesting Help. The Help message is cleared after the supervisors HELP button is pressed. The Help message is also cleared if the agent was on a call and went back on-hook before the supervisor could respond. In this case, the Help message is converted to a message wait indication. The agent can also clear the Help request by pressing their HELP button a second time. ELECTRONIC TELEPHONE Not applicable SINGLE LINE TELEPHONE Not applicable
4-4Automatic Call Distribution Chapter 4 - Call Distribution - ACD/UCD Conditions » Up to five (5) messages can be left at any supervisor station. » The supervisor can cancel a Help request signal by pressing their flashing HELP button. A call is placed to the agent requesting Help. If the agent is on a call, the supervisor can press the BARGE-IN button to monitor the call or give assistance. » A flexible button must be programmed for this feature. » Only Digital Telephones can activate this feature. ACD/UCD Calls In Queue Status Display Description This feature allows an ACD station (12/24 button executive only) to monitor the calls in queue information for a particular group. The button LED indicates that there are calls in queue. The agent automatically receives an enhanced Calls in Queue display on the LCD whenever there is a call in queue. Refer to “UCD Calls In Queue Display” on page 4-45 for UCD-specific information. Related Information Operation In-service ACD agents and the assigned overflow station automatically see the quantity of calls in queue on the LCD of their station for the ACD group of which they are a member. If every member of the ACD group is busy and calls are in queue, the Supervisor/Agent Queue Status display is seen at all ACD members of that group. There are two methods for stations not assigned to the ACD Group to monitor the ACD Calls In Queue Status Display. The first method requires pressing one preprogrammed flexible button, or dialing the feature code, followed by entering the ACD group number that you desire to monitor. The second method uses one or more preprogrammed flexible buttons to immediately access ACD Calls In Queue Status Display(s) with a single press of the flexible button. This second method allows a supervisor to more quickly monitor a specific ACD group or switch between monitoring of several groups under their supervision. First Method - From an idle key telephone: 1. Dial the ACD Calls In Queue Status Display feature code [567] on the dial pad, -or- Press the preprogrammed flexible button. 2. Dial the ACD Group number (550-565). ON/OFF button LED lights steady. Quick Reference Flash 60 Button #5 Calls in Queue Threshold (Refer to “Calls in Queue Threshold” on page 4-12.) This feature cannot be used with a call in progress. The station is considered busy for incoming calls during this operation. Each time this feature is used, wrap-up is started. If an ACD member is taken out of the group (e.g., DND, All Call Forward, Unavailable, etc.) they do not receive calls in queue information.
Automatic Call Distribution4-5 Chapter 4 - Call Distribution - ACD/UCD The ACD Calls In Queue Status Display shows the following information: XXXX = ACD Group number This idle display tells the agent and/or their supervisor how many calls are in queue. 3. Replace handset or press ON/OFF button to terminate the display. Second Method - From an idle key telephone: The preprogrammed flexible button for the ACD group being monitored will flash at 240 ipm indicating that there are calls in queue. 1. Press the preprogrammed flexible button. The ACD Calls In Queue Status display shows the following: AXXXX = ACD Group number The idle display tells the agent and/or their supervisor how many calls are in queue. The user assigns an ACD CALLS IN QUEUE DISPLAY flexible button using the ACD Calls In Queue Display feature code [579] + [XXXX], (XXXX = ACD group number). 2. Replace the handset or press the ON/OFF button to terminate the display. Conditions » Any ACD station can have a button assigned to view the calls in queue for any ACD group. ACD/UCD Available/Unavailable Description If you are an ACD agent, you may place your station in the Available mode to receive ACD calls, or you may place your station in the Unavailable mode to block ACD calls from ringing your station. The ACD Available/Unavailable DSS/BLF flash rate is the rate at which a DSS appearance for a station in ACD Unavailable mode flashes. This flash rate can be programmed to 29 different options identified in the flash rate table. This enables the programmer to customize the key system configuration to desired flash rates. Refer to “UCD Available/Unavailable” on page 4-44 for UCD-specific information. Programming Steps 1. Press the ACD UNAVL – DSS/BLF flexible button (FLASH 07, Button #8). The following message displays: ACDXXXX 00 CALLS IN QUEUE MMM DD YY HH:MM am ACDXXXX 00 CALLS IN QUEUE MMM DD YY HH:MM am ACD UNAVL DSS / BLF 00-28 RED 60 IPM DBL WINK OFF
4-6Automatic Call Distribution Chapter 4 - Call Distribution - ACD/UCD 2. Enter a valid number (00-28) on the dial pad to correspond to one of the 29 available options. (Refer to Table 2-14 on page 2-148.) 3. Press HOLD to save the entry. A confirmation tone sounds and the display updates. DEFAULT … ACD Available/Unavailable DSS/BLF flash rate is set for a Red 60 ipm Double Wink Off (04). Operation To make a station available: Dial the ACD Available/Unavailable feature code [566] on the dial pad, -or- Press the preprogrammed AVAILABLE/UNAVAILABLE button. You may now receive ACD calls. To make a station unavailable: Dial the ACD Available/Unavailable feature code [566] on the dial pad, -or- Press the preprogrammed AVAILABLE/UNAVAILABLE button. You are now blocked from receiving ACD calls. Conditions » If station is unavailable and key is programmed, it will flash at 60 ipm double wink. ACD Call Factor Description The Call Factor feature is used exclusively with the digital voice mail to provide the average call duration to the caller. This feature can be activated from administration or the ACD supervisor can use a flexible button. To use a flexible button, dial the ACD Call Factor feature code [580] + the ACD Group number (550-565) + [FFF], (where FFF = Call Factor - the average call duration). The following formula is used to calculate the average call duration: (Place in Queue) (Call Factor) ---------------------------------------------- Number of Agents Logged into Group Programming Steps 1. Press FLASH and dial [60]. 2. Enter the ACD group number (550-565) on the dial pad. 3. Press HOLD. A confirmation tone sounds and the display updates. 4. Press the CALL FACTOR flexible button (FLASH 60, Button #14). The following message displays: AXXXX CALL FACTOR 0-999 XXX
Automatic Call Distribution4-7 Chapter 4 - Call Distribution - ACD/UCD 5. Enter a valid number (0-999 minutes) for the desired call factor time. (0 disables this function.) 6. Press HOLD to save the entry. A confirmation tone sounds and the display updates. ACD Call Qualifier Description The CALL QUALIFIER feature provides a means for an Agent on ACD calls to enter call identification codes. This feature provides up to three digits for the ACD SMDR reporting function. Up to 12 digits can be entered, however only the first three digits are used in the SMDR record. Operation While agent is on a call: 1. Press the preprogrammed CALL QUALIFIER flexible button, followed by the three-digit qualify code. 2. Enter a [ ] to complete the sequence. A short burst of confirmation tone sounds through the keyset speaker, if programmed. Conditions » The outside party does not hear the (qualify code) account code being entered. » The qualify code is the first three digits of the account code. Therefore, the account code record in the SMDR contains the qualify code in the first three digits. » The qualify code must be entered during CO talk state. » The CALL QUALIFIER button is programmed using the Call Qualifier feature code [570] + [###] or the Call Qualifier feature code and the last three digits of a speed bin number, e.g., [570] + [ YYY ]. The speed bin number can also have the Call Qualifier code. ACD Member Status Description The ACD Member Status feature provides a means for an ACD supervisor to view the status of the 16 ACD groups in the system, individually. This display tells the supervisor which stations are logged into the group, and if the stations logged in are available, unavailable, out-of- service, in DND, or busy on a call. The supervisor can use this display to determine why there are a lot of queued calls in a specific group. Operation Any station (Supervisor or Agent) logged onto the ACD group views the group members display as follows: 1. Dial the ACD Group Member Status feature code [573] on the dial pad, -or- Press preprogrammed flexible button.
4-8Automatic Call Distribution Chapter 4 - Call Distribution - ACD/UCD The status of the ACD agents is displayed with a letter following the station number where the agent is logged in. XXXX = ACD Group number #### = 3- or 4- digit station number (N) = Not Equipped (D) = Do not Disturb (O) = Out of service (U) = Unavailable (B) = Busy on a call (A) = Available NOTE -- If an Agent makes a call while out of service, their status is out of service, not busy. 2. Press [] to scroll up to the next ACD Group. If more than eight members are in the ACD group, the next depression of the [ ] displays the additional members, -or- Press [#] to scroll down to the previous ACD Group. To return to an idle display, the Supervisor/Agent station goes to on-hook condition. Conditions » The ACD Group Members Status display is updated at the time the code is dialed. » If an agent made a call while out of service, the status would be out of service, not busy. ACD Overflow Station Assignment Description When an overflow station is assigned, callers that remain in queue for a specified amount of time are routed to the assigned overflow station. The overflow station may not be one of the ACD group stations. Only CO calls transferred to a ACD group overflow to the overflow station when RAN tables are assigned. Programming Steps To assign an ACD Overflow Station: 1. Press FLASH and dial [60]. 2. Enter the ACD Group number (550-565) on the dial pad. 3. Press HOLD. A confirmation tone sounds and the display updates. 4. Press the OVERFLOW ASSIGN flexible button (FLASH 60, Button #3). 5. Enter a valid flexible station number to designate the ACD Group’s overflow station. XXXX: ####A ####A ####A ####O ####U ####D ####B AXXXX OVERFLOW STATION ####
Automatic Call Distribution4-9 Chapter 4 - Call Distribution - ACD/UCD 6. Press HOLD to save the entry. A confirmation tone sounds and the display updates. To delete an ACD Overflow Station: 1. Press [#] three times. 2. Then press the HOLD button. ACD Overflow Available/Unavailable Description An overflow station may be assigned to route callers in queue to a designated station after a specified time. The Overflow station may remove themselves from their assigned group by dialing the Overflow Available/Unavailable code. When the Overflow station is in the available mode, that station receives ACD calls in the normal manner. When the Overflow station is in the Unavailable mode, that station no longer receives ACD calls, however they may receive non-ACD calls. The Overflow station that went Unavailable receives a visual reminder with a flashing LED. The overflow station may NOT be one of the ACD group stations. Operation To place a station in Available Mode: Dial the ACD Overflow Available/Unavailable feature code [578] on the dial pad, -or- Press the preprogrammed AVAILABLE/UNAVAILABLE button. You may now receive ACD calls. To place a station in Unavailable Mode: Dial the ACD Overflow Available/Unavailable feature code [578] on the dial pad, -or- Press the preprogrammed AVAILABLE/UNAVAILABLE button. You are now blocked from receiving ACD calls. Agent Login/Logout Description The Agent Login/Logout feature lets an Agent log into a Primary and Secondary ACD group to receive calls. An Agent must first login to be placed into an active ACD state. If a member is assigned to a specific ACD group and uses the login/logout codes to enter and exit an ACD group, other than their assigned group, the database is changed to reflect the different group. When the agent logs in or out of their ACD Group, an ACD login-logout event is sent to the ACD Events Trace port, if active.
4-10Automatic Call Distribution Chapter 4 - Call Distribution - ACD/UCD Operation To log into an ACD Primary Group: Dial the Agent Login feature code [572] on the dial pad, followed by the desired ACD Group number (550-565), -or- Press a preprogrammed Login flexible button. The Agent enters their unique Agent ID code (0000-9999). The Login flexible button LED is lit steady. A confirmation tone sounds and the agent is logged onto the ACD group. The ON/OFF LED extinguishes if the agent started the sequence in the handsfree mode. The ACD Agent Login LED only lights for the ACD group that is assigned to that button. To log out of an ACD Primary Group: Dial the Agent Logout feature code [571] on the dial pad, -or- Press a preprogrammed Logout flexible button. The Login flexible button LED extinguishes. To log into an ACD Secondary Group: Dial the Agent Login feature code [582] on the dial pad, followed by the desired ACD Group number (550-565), -or- Press a preprogrammed Login flexible button. The Agent enters their unique Agent ID code (0000-9999). The Login flexible button LED is lit steady. A confirmation tone sounds and the agent is logged onto the ACD Group. The ON/OFF LED extinguishes if the agent started the sequence in the handsfree mode. The ACD Agent Login LED only lights for the ACD group that is assigned to that button. To log out of an ACD Secondary Group: Dial the Agent Logout feature code [581] on the dial pad, -or- Press a preprogrammed Logout flexible button. The Login flexible button LED extinguishes. Conditions » If a member is assigned to a specific ACD group and uses the login-logout codes to enter and exit an ACD group, other than their assigned group, the database is changed to reflect the different group. » If an agent logs into an ACD group from a station that is logged into another ACD group, the station is automatically removed from the previous ACD group. » An agent may log out while in wrap-up, or unavailable. » An agent logging in is placed in wrap-up mode before receiving an ACD call.
Automatic Call Distribution4-11 Chapter 4 - Call Distribution - ACD/UCD » The XTS Digital System does not verify agent’s ID codes, other than requiring entry of four digits. » An Agent may not log in to the same group as a primary and secondary member. » If you have a Login flexible button on your phone, then you do not need a Logout flexible button. The Login button acts as a toggle. Agent Recall Description The ACD Agent Recall allows/disallows calls that have been transferred from an ACD Agent to recall the Agent. Programming Steps 1. Press ACD AGENT RECALL button (FLASH 06, Button #12). The following message displays: 2. Enter a 0 or 1 on the dial pad to enable/disable the use of this feature. [0] = Disabled [1] = Enabled 3. Press HOLD to save the entry. A confirmation tone sounds. DEFAULT … ACD Agent Recall is disabled. Alternate ACD Group Assignments Description An Alternate ACD Group can be programmed so that if no station in a group is available, the alternate group is checked for an available station. This provides a way to chain or link ACD groups together. Programming Steps To make an Alternate ACD Group: 1. Press FLASH and dial [60]. 2. Enter the ACD Group number (550-565) on the dial pad. 3. Press HOLD. A confirmation tone sounds and the display updates. 4. Press the ALTERNATE GROUP flexible button (FLASH 60, Button #2). The following message displays: 5. Enter another ACD Group number to designate the Alternate ACD Group. 6. Press HOLD to save the entry. A confirmation tone sounds and the display updates. ACD AGENT RECALL 0-1 DISABLED AXXXX ALTERNATE GROUP ####
4-12Automatic Call Distribution Chapter 4 - Call Distribution - ACD/UCD To delete an Alternate ACD Group: 1. Press [#]. 2. Then press the HOLD button. Call Qualifier Tone Description The Call Qualifier Tone feature is associated with the ACD Call Qualifier code and determines if a confirmation tone sounds after the ACD Call Qualifier code is dialed. If programmed, a confirmation tone sounds. Programming Steps 1. Press the CALL QUAL TONE flexible button (FLASH 05, Button #13). 2. Enter a 0 or 1 that corresponds with the following entries: [0] = Disabled [1] = Enabled 3. Press HOLD to save the entry. A confirmation tone sounds. DEFAULT … Call Qualification Confirmation tone is disabled. Calls in Queue Threshold Description The ACD calls in queue (CIQ) threshold feature determines how many calls appear in queue before the LED flashes at 240 ipm flutter. When the number of calls in queue falls below the CIQ threshold, the LED extinguishes. Programming Steps 1. Press FLASH and dial [60]. 2. Enter the ACD Group number (550-565) on the dial pad. 3. Press HOLD. A confirmation tone sounds and the display updates. 4. Press the CIQ THRESHOLD flexible button (FLASH 60, Button #5). The following message displays: 5. Enter a valid value on the dial pad that corresponds to 0–99 calls. 6. Press HOLD to save the entry. A confirmation tone sounds and the display updates. DEFAULT … CIQ Threshold is disabled. CALL QUALIFIER TONE 0-1 DISABLED AXXXX CIQ THRSHOLD 0-99 00