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Vodavi Triad 1/2/3 Product Description Manual

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    							5-12 Aut om atic Cal l D ist ribu tio n ( ACD )
    †The A CD supe r vi sor st at ion re cei ves a Hel p m es sage i f a me mber of
    one of the ACD groups they are assigned to initiates a Help request.
    The Help function also sends a Camp-On tone to the speaker of the
    supe r vi sor’s keyset. The Help message takes precedence over any
    oth er mes sage and can be cle ar ed b y th e su per vi sor by p re ssi ng t he ir
    HEL P button.
    †AtthetimethesupervisorreceivesaHelprequest,theycanpress
    their HELP flex button followed by their override feature bu tton to
    bridg e onto the ACD group members call. The HELP b utton places an
    intercom call to the station requesting Help. The Help message is
    cleared after the supervisors HELP bu tton is depressed. In addition,
    the He l p me ss age is cl ear ed if t he agen t was on a call a nd we nt back
    on hook before the supervisor could resp ond. In this ca se, the H elp
    mes sag e i s co nv er t ed to a me ssa ge wai t indi c at ion . T he a gent c a n
    also clear the Help request by hitting the HELP button a second time.
    Conditions
    †Up t o f ive me ssa ges can be le ft at a ny sup er vi sor s ta ti on.
    †The supe r vi sor can cance l t he Hel p r eq uest s igna l by dep re ssi ng t he ir
    flashing HELP button. In addition, a call is placed to the agent
    re que st ing Hel p.
    †If t he agen t is o n a c al l, th e s upe rv is o r c an p re ss the ir B A R GE- IN
    bu t to n to mo ni to r t he c all o r t o gi ve as sis ta nc e.
    Agent Login/Logout
    The Age nt Login/L ogout fea ture le ts a n Agent log into a Primary a nd
    Secondary ACD group to receive calls. An Agent must first login to be
    placed into an active ACD state.
    On ly d igit al te lep hone s can us e this feat ure, s in ce a fle xi ble butto n is
    re quire d to b e pro gramme d.
    Ifamemberisassigned toaspecificACD groupandusesthe login-logout
    c ode s to e nte r and e xi t an A CD g roup , othe r than the ir as s igne d gro up,
    th e da tabas e is c hang ed to r ef le ct the dif f e ren t group .
    W hen the a gen t logs in o r out of the ir A CD Grou p, an A CD logi n-lo gout
    event is sent to the ACD Events Trace port, if active. 
    						
    							Auto ma ti c C al l D is tr i but i on (AC D ) 5- 13
    Pri ma ry G ro up
    Tolog inan ACD Primary Group:
    Di al LOGI N C ODE[ 572]on the dia l pad, followed by the desired ACD
    grou p numb er (5 XX),
    -or -
    Pr es s a pr e- pr ogra mmed LOGI N f le x but t on.
    The Agent enters their unique AGENT ID code (0000-9999). The
    LOGIN f le x button LE D is lit ste ady. A confirma tion tone is he ard and
    the a gent i s logge d on to the ACD group.
    †The ON/OFF LED extinguishes if the agent started the sequence
    in the ha ndsf re e m ode.
    †The ACD Agent Login LE D only lights for the AC D g roup th at is
    ass ign ed to tha t b u tt o n.
    Tolog outof a n ACD Primary Group:
    Di al LOGO UT COD E[ 571]on the dial pad,
    -or -
    Pr es s a pr e- prog ram med LO GO UT fle x bu tt on. T he LO GI N fl ex but ton
    LED extinguishes.
    Second ary Group
    Tolog ina n ACD Secondary Group:
    Di al LOGI N C ODE[ 582]on the dia l pad, followed by the desired ACD
    grou p numb er (5 XX),
    -or -
    Pr es s a pr e- pr ogra mmed LOGI N f le x but t on.
    The Agent enters their unique AGENT ID code (0000-9999). The
    LOGIN f le x button LE D is lit ste ady. A confirma tion tone is he ard and
    the a gent i s logge d on to the ACD group.
    †The ON/OFF LED extinguishes if the agent started the sequence
    in the ha ndsf re e m ode.
    †The ACD Agent Login LE D only lights for the AC D g roup th at is
    ass ign ed to tha t b u tt o n. 
    						
    							5-14 Aut om atic Cal l D ist ribu tio n ( ACD )
    Tolog outof a n ACD Secondary Group:
    Di al LOGO UT COD E[ 581]on the dial pad,
    -or -
    Pr es s a pr e- prog ram med LO GO UT fle x bu tt on. T he LO GI N fl ex but ton
    LED extinguishes.
    Conditions
    †If an age nt logs i nto an A CD gr oup fr om a s tat i on t hat i s l ogge d i nto
    another ACD group, the station is automatically removed from the
    previous AC D group.
    †An age nt may log out whi le i n wr ap-u p, or unava il abl e.
    †An age nt log ging in is pl ace d i n wr ap- up mod e befo re re cei vi ng a n
    AC D c a ll .
    †If an agent attempts to log into an ACD group that already has
    252 members, that agent receives error tone.
    †TheTriad 1/2/3Digital System does not verify agent’s I D co des, ot her
    than requiring entry of four digits.
    †An Agent may not login to the same group as a primary and
    se con dar y m emb er.
    ACD Call Factor
    The C all F ac to r f eat ur e is use d e xc lus iv el y wi th t he d igi t al voi c e m ail t o
    pr ovid e the av er age cal l dur ati on to the cal le r . T his fe at ure can be
    activated from administration (Flash 60, Button #14) or the ACD
    supe r vis or ca n use a fl exi bl e b utt on, [ 58 0] +A CD group numbe r+ XXX (Ca ll
    Fact or in mi nute s 00 0 -9 99 ), to ent er t he fact or (ave r age cal l dura ti on).
    The following formula is used to calculate the average call duration:
    (Place in Queue) (Call Factor)
    --- -- --- --- -- --- --- -- --- --- -- --- --- -- --- --- -- -
    Number of A gents Logged into Group
    ACD Ca ll Qu a lif ica t i on
    The A CD C al l Q ual if ic at i on fea tur e pr ovid es a me ans f or a n A gent on A CD
    ty pe calls to enter code s tha t ide ntify the ca ll. T his fe ature provide s up to
    four di git s for t he AC D S MD R r epor t ing funct ion. Th is fe atu re pe rmi t s up
    to 12 d igi ts t o be e nte r ed, ho we ver o nl y t he fi rs t fo u r di git s ar e p ro v ide d
    for in t he S MDR Re cord. 
    						
    							Auto ma ti c C al l D is tr i but i on (AC D ) 5- 15
    The Q UALIF Y button i s p rogramme d usin g fl ex code [570]. If the a gent
    wis hes to e nte r the ir q ualify code into a sp ee d bin, the y ca n do so us ing
    the s ta ndar d s pee d b in pr o gra mmin g se qu e nc e. The y c a n t hen ent er
    [570] followed by the bin number. This provides an agent with a series of
    buttons with qualify codes under them. If a [
    ✳] is entered along with the
    Call Qualification code into a speed bin, the display does not show the
    Call Qualifier code but is sent to the SMDR record.
    Whi le A gen t is on a c al l:
    1 . Pr es s t he pr e- pro gram med CA LL QUA LIF Y fl ex but ton, fol lowe d by
    the f o u r- digi t qu a li fy c o d e.
    2. Enter a [
    ✳] to comp lete the sequence. A s hort burs t of conf irmation
    tone is he ard throug h the keys et s pea ker, if programme d.
    Conditions
    †The outside party d oes not hear the (q ualify code) account code
    be ing ent er ed.
    †The qualify code uses the first four digits of the account code.
    The re fore the account code record in the SMDR contains the qua lify
    code in the fi r st four di gi ts .
    †The qua lify cod e m ust be entered during CO talk s tate.
    †Speed dial entries can contain all digits including the [✳], which
    te rm ina te s t he ent r y.
    ACD Agent Queue Status Display
    Fr om a n i dle ke y t el ep hone:
    1. Dial[567 ]on th e d ial p ad,
    -or -
    Pr es s p re -pr ogr amme d fl e x button .
    2 . Di al a v ali d ACD gr oup n umbe r ( 5XX ). O N/O FF butt on LED li ght s
    s te ady. T he Ag ent Queue Status mes sge displays :
    5X X = ACD Gr o u p ( 550 - 565 )
    Idle display tells the agent/supervisor how many calls are in queue.
    ACD5XX 0 0 CALLS IN QUEUE
    MMM DD YY HH:MM a m 
    						
    							5-16 Aut om atic Cal l D ist ribu tio n ( ACD )
    3. Replace the hands et,
    -or -
    Press the ON/OFF button to terminate the display.
    The ag ent aut oma ti cal ly re cei ve s a n en hanced Ca ll s in Que ue dis pla y
    whenever there is a call in queue. The display shows the following
    inf orma ti on:
    5X X = ACD Gr o u p ( 550 - 565 )
    CIQ: XX = Calls in queue
    AGE NT (S) : XX = A gents logged in
    OC: hh:mm:s s = Oldes t call in hours, minutes and s econds
    This feature allows an ACD station (12/24 button executive only) to
    assign multiple buttons that display the calls in queue information for a
    particular group on the LCD. The button LED indicates the number of
    cal ls in que ue, dete rmi ned i n pr ogr ammi ng.
    From a n i dl e k ey tel ephone :
    The pre-programmed flex button for the ACD group being monitored is
    flashing a t 240 ip m indicating the re a re calls in que ue.
    Pr es s t he pr e- pro gram med fl ex b utt on, the A ge nt Que ue St atu s
    display s hows the following:
    5X X = ACD Gr o u p ( 550 - 565 )
    The idle disp lay te lls the a gent a nd/or the ir s uperv is or how many
    calls are in queue.
    This feat ure c ann ot be u se d with a call i n prog ress and th e stati on is
    con side red b usy for inc omin g call s d urin g this ope rati on.
    5 XX: CIQ: XX AGENT( S) : XX
    OC:HH: MM:SS
    ACD5XX 0 0 CALLS IN QUEUE
    MMM DD YY HH:MM a m 
    						
    							Auto ma ti c C al l D is tr i but i on (AC D ) 5- 17
    Ter m in at in g th e Di spl ay
    Replace the hands et, or p re ss the ON/OF F b utton.
    The us er as si gns a fl ex but ton by dia li ng 5 7 9 XXX (XXX = ACD Group
    Number 550-565), and sees the following LED indications:
    †0 c al ls in Que ue = LED off
    †X calls in queue = LED 240 ipm flutter
    Conditions
    An y ACD station ca n hav e a button as signed to view the calls in queu e of
    any AC D g roup.
    ACD Avai lable/Unavail able Mode
    If you are an ACD agent, you may place your station in the Available
    mode to receive ACD type of ca lls or y ou may place your statio n in the
    Unav ailab le mode to block ACD type calls from ringing your station.
    Pl aci n g a S tat ion i n A va il ab le Mode
    Di al [5 66 ] on th e d ial p ad,
    -or -
    Press the pre-programmed AVAILABLE/UNAVAILABLE button to receive
    AC D c a ll s.
    Pl aci n g a S tat ion i n U na va il abl e Mode
    Di al [5 66 ] on th e d ial p ad,
    -or -
    Press the pre-programmed AVAILABLE/UNAVAILABLE button to block
    AC D c a ll s. 
    						
    							5-18 Aut om atic Cal l D ist ribu tio n ( ACD )
    ACD Ove rflow Station - Avai lable/Unavail abl e Mode
    If you are a ACD Overflow station, you may pla ce y our station in the
    Av ailab le mode to receive AC D type ca lls or you ma y place y our s ta tion in
    the Unavailable mode to block ACD type calls from ringing your station.
    Placing Station in Available Mode
    Di al [5 78 ] on th e d ial p ad,
    -or -
    Press the pre-programmed AVAILABLE/UNAVAILABLE button to receive
    AC D c a ll s.
    Placing Station in Unavailable Mode
    Di al [5 78 ] on th e d ial p ad,
    -or -
    Press pre-programmed AVAILABLE/UNAVAILABLE button to block ACD
    calls.
    ACD Overflow Station - Forwarding
    The ACD Overflow Station Forwarding feature allows ACD calls reaching
    the ACD Overflow S ta tion to follow the call f orwa rd of the overflow
    st at ion.
    1. Lift the handset or press ON/OFF button.
    2 . Pr es s t he pr e- pro gram med FWD but t on.
    3 . Di al th e d esi r ed cod e:
    [6] = All Ca lls
    [7] = No Ans wer Ca lls
    [8] = Busy Calls
    [9 ] = Busy and No A nswe r Cal ls
    4. Dialthedestinationnumberwherecallsaretobeforwarded(Station,
    Voice Mail, ACD or Hunt group). A confirmation tone is heard.
    5 . Repl ace hand se t or p re ss ON /O FF but ton .
    If no stati ons are logg ed in to the AC D Gr oup, A C D cal ls o ve rflow to th e
    Atten dant sta tion. 
    						
    							Auto ma ti c C al l D is tr i but i on (AC D ) 5- 19
    Removing Call Forwarding
    1. Lift hands et or pres s ON/OFF button.
    2. Pres s the p re -programme d FW D butto n. A confirmation ton e is he ard
    a nd the FW D LE D is extinguis hed. Overflow S ta tion f orw ard s whe n:
    †The No Answer Timer is set to: No Answer or Busy No Answer.
    †Immediately, if the station is set to any other forward type.
    (Fl ash 06 , butt on 6 m ust be e nabl ed. )
    Supervisor Login/Logout
    The S upervisor Login/Logout f eature p rov ides a means for a superv is or
    to log into o ne of the AC D groups and monito r ca lls.
    1. Dial the LOGIN CODE [576] on the dial pad, followed by the ACD
    grou p numb er (5XX) tha t the s uperv is or is goin g to log into,
    -or -
    Pr es s a pr e- pr ogra mmed LOGI N f le x but t on. (F le x but t on mus t have
    576+5XX programmed onto it.)
    2. Enter unique SUPERVISOR ID code (0000-9999).
    The LOGIN flex button LED is lit solid. A confirmation tone is heard
    and the s uperv is or is logg ed onto the ACD grou p. Th e ON/OFF LED
    ext i ngui shes i f t he sup er vi sor st ar t ed th e s eque nc e in th e ha ndsf re e
    mode .
    Leav ing an ACD Group(as an a ctive su pervisor)
    Dial the LOGOUT CODE [575] on the dial pad, followed by the ACD group
    numbe r (5X X) tha t the sup ervisor wants to log out of,
    -or -
    Pre ss a p re -programme d L OGOUT fle x b utton. (Flex button must ha ve
    575+5XX programmed onto it). The LOGIN flex button LED extingu ishes.
    T he AC D S upe rv is or Lo g-in L ED onl y lig hts fo r the A C D gro up tha t is
    a ssig ned t o that b utton .
    W hen a n AC D L ogin fle x bu tton is prog ramme d in the sy st em, tha t sam e
    fle x bu tton c an be used to to ggle the Logi n/L ogou t fe atu re.
    When the supervisorlogsinoroutofan ACD group, an ACD logoutevent
    i s sen t to the AC D Eve nts Trace port, i f a ctiv e. 
    						
    							5-20 Aut om atic Cal l D ist ribu tio n ( ACD )
    Conditions
    †If a supervisor log s into an ACD group f rom a s ta tion that is logged
    int o a no the r AC D g ro u p, the s ta ti o n r ema ins i n t he pre vi o u s A CD
    grou p.
    †A supe rvisor may log out while in wrap- up, or unav ailab le .
    †A supervisor logging in is first placed in wrap-up mode before
    receiving an ACD call.
    †If a supe r vi sor at te mpt s to l og int o an AC D g roup as an a gent a nd
    tha t g roup alr ea dy ha s 2 52 me mbe rs, the sup er vi sor re c ei ve s an e r ror
    to ne .
    †TheTriad 1/2/3S ystem s does not verify s uperv is ors ID codes, other
    than requiring four digits to be entered.
    Su per vis or Mon ito r Wi th Bar ge- In
    The S upervisor Monitor with Barge- In feature provides a mea ns f or an
    AC D s upe rv isor t o m onit or an age nts cal l in pr ogre ss in ord er t o coach
    sales techniques or customer relations skills. When using the Barge-In
    fea ture , a supe rvis or may intrude onto an a gen ts call in a lis te n only
    mode or in a true conference m ode.
    This fea ture is av ailable with or without a warning to ne.
    The ACD sup ervis or can intrud e on an agent’scall in thelisten only mode
    as fol lows :
    1 . Di al th e s ta ti o n nu m ber o f t he a gent  s st at io n.
    2 . Upon hear i ng bu sy t one, pr es s t he pr e-p rogr amm ed Barg e-I n f le x
    button.
    †The c onver sa ti on i n p rogr es s i s hea rd by t he Sup er vi sor on the
    hands et rece ive r and the S upe rv is ors MUTE button LE D is lit
    indicating that the Supervisors transmit is muted.
    Th e use o f S upe rv isor Moni tor w/Ba rge -in is li mite d by fed era l law an d
    may al so b e li mite d or pro hib ited by s tate or loca l law, s o ch eck the
    relevant laws in your area before employing these features.
    A ch ang e in v olu me may resul t on the CO lin e or i nter com cal l afte r
    Barg e-In occu rs. 
    						
    							Auto ma ti c C al l D is tr i but i on (AC D ) 5- 21
    †If the Supervisor wishes to participate in the conversatio n in a
    true conference mode, they can depress their MUTE button
    which removes mute.
    Conditions
    †Supervisors a re granted the Barge-In option if they log in at a station
    withtheSupervisorBarge-In/ExecutiveOverrideenabledin
    pr ogra mmin g.
    †Supervisors ca n only Ba rge-In on ca lls of members of the ACD
    grou p(s) tha t the y a re l ogged in to.
    †Warning tone is enabled and disabled using the Executive override
    warning tone o ption ( FLASH 05, Button 4).
    †Supe rvisor statio ns mu st be digital telep hones .
    Supervis or Q ue ue Status Di spl ay
    The S upervisor Queue S tatus featu re provides a mea ns f or an ACD
    supervisor to view the status of their ACD grou p. This idle display
    pr ompt s a Supe rv is or t ha t a gr oup i s ha ving pr oble ms answe r ing all t hei r
    calls. The display tells the supervisor how many calls are in queue, how
    many age nts are log ged into the ACD group, a nd the length of time in
    min ute s that the oldes t call ha s b ee n in que ue.
    Th eExecut ive Overri deCod e, [625] is u sed to prog ram Sup vMon itor with
    Barge-Infeature ontoaflexbutton. 
    						
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