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Agent

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Supervisor

Content

Table of Contents
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Introduction

Inside uContact you will find There are two types of users inside uContact, those are:

  • Agent
    uContact Agent is a module for the call centre contact center agent as the total solution for integration with features relating to data capture, monitoring by states, and integrated communications with the uContact platform.

  • Supervisor
    uContact Supervisor is responsible for all system management, it manages and monitors campaigns and dialers, ; permits, users, and suppliers are can be created and workflows are can be set up along with forms and reports.

Since the uContact access interface is 100% web-based, the user must use some of the following features for entering the portal:

Operative systems
(blue star) Windows (blue star) MacOS (blue star) Ubuntu

Browsers
(blue star) Chrome (blue star) Firefox (blue star) Edge


uContact Login

When you To navigate to uContact, you will have to enter the Login screen of the Portal.

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Here you will find the followfollowing:

  • uContact logo.

  • User and Password fields.

  • User profile combo box.

  • Language combo box.

  • Login button.

  • Password recovery link.

  • Software version.

To enter, simply fill in the fields with your username and password, select your profile, language, and press Startclick Login.

  • By default, the language is the same as that of your browser.

  • You can also enter by pressing the "Enter" “Enter” key.


Notifications

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Info

On the top right you can see a series of icons which have the functionality to notify the user about different events .You can see two icons above the upper right margin of the main screen, these are the status of incoming campaigns and breaks. Then, if the user is notified about an event in different campaigns, the event icon will appear.

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Expand
titleSee notifications details

These are:

  • Inbound Campaign Status
    The user agent can see a summary from the Campaign Summary that has access toof the campaigns in the system and their evolution (similar to the one observed by the Supervisor).

  • Chat
    Shows the amount number of unread chats between users.

  • WebChat
    Shows the amount of unread chat of the user.

  • SMS
    Shows the amount number of unread sms SMS of the user.

  • Twitter
    Shows the amount number of twitter Twitter notifications of the user.

  • Facebook
    Shows the amount number of facebook Facebook notifications of the user.

  • Email
    Shows the amount number of unread eMails emails of the user.

  • Gamification
    Shows the amount number of notifications from gamification.

  • Notifications
    Shows the customised customized notifications. 

  • Break: Different break options that the user can choose.

Expand
titleSee campaign status

When If the user unfolds the Inbound Campaign Status it shows:

  • Campaign

  • Available

  • Service Level (SL)

  • Service Level 2 (SL2)

  • Abandoned Rate

  • Average Hold

  • ACD

  • Wrap-Up

When the user has an incoming call from a certain campaign, the ACD value will turn 1 on the corresponding campaign.

The user will be notified for this, like it is shown on in the next picture:


User Profile

Located on in the upper right corner, the user can see:

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  • His username

  • Current state

  • Online time

Expand
titleAbout the user state
  • A green circle indicates that the user is Online.

  • A gray circle indicates that the user is Paused.

  • If the user is on a break, for example

"Lunch"
  • , “Lunch”, that icon will be shown

Expand
titleUser menu

Clicking on the profile of the user

,

deploys a menu that lets him change some personal features as:

  • Main and Break Background

  • Agent Profile

  • Change Password

  • Lock Screen

  • Sound

Notifications
  • Settings

Sound
  • Devices Configuration

  • Check Connectivity

  • Check STUN Connectivity

  • Log out

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Backgrounds

By clicking on Background or Break Background, a new box

is displayed

displays to select

the

solid colors or textures, it

's

is the same for both options.

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Tip

It is recommended to have different colors for Main and Break backgrounds to avoid confusion.

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titleDetailed profile

Clicking on the profile button, a modal will open with detailed information

of de

about the user.

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Interactions

The agent can see his own progress, incoming and outgoing calls, as well as

sms

SMS, mail, and social media interactions such as

twitter

Twitter or

facebook

Facebook and the

webchat

Webchat of the day.

Times

The agent can also see his logged time, total break time, the time he was speaking, and the time he was free.

The free time is the time that the agent was logged without being on a break or making a call. It is to say, (Logged - (Spoken + Break)) = Free.

Tables and charts

Besides, he has the possibility to see a timeline detailing his activities, a table that indicates the times of each

breaks

break he made, and a chart of the day by the hour.

The chart is divided by time and shows the number of calls,

sms

SMS of the agent (whether incoming or outgoing), and the number of incoming webchats.

If the mouse is placed above the chart, a picture appears containing the

amount

number of calls or

sms

SMS and the time they were made.

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Note
  • Both tables (the timeline and the breaks)

stocks its
  • stock their data on the

pc that the Agent is using, this
  • Agents’ PC. This implies that if the Agent makes a change of

pc
  • PC or cleans the

caché
  • cache of the one he is using, the data of the tables will reset.

  • The times, as well as the interactions of the Agent and the chart

saves
  • , save its data on the server, therefore this data will remain on the Agent's account.

  • All data resets daily.

Expand
titleProfile picture

It is possible to change the admin profile photo by

doing click

clicking on the profile

photo

picture (it can be done by clicking it from the profile tab as well as the image located

on

at the top of the screen).

When pressing the profile photo, the next image will open where you can create

you

your avatar as well as

uploading

upload a personal image.

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To create a new avatar, press on 'Create avatar' and the editor window will be displayed.

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Expand
titlePassword change

The agent has the option to change his password.

A window will appear in which

he has

they have to put:

his
  • Their old password

his
  • Their new password

two times
  • , twice

  • Save

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Expand
titleLock screen

When locked, the agent will not have access to any functionality.

To unlock the screen, you need the agent's password

is needed

.

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The Agent can turn on/off the notifications sound.

Image RemovedIn order to apply this change, the user must Log In again
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tip
Note

It is important to remember to put the agent on pause or on a break before locking, otherwise, he can get calls

which

that he

can not

cannot answer.

Expand
titleSound Settings
Sound Notifications

In the user menu the agent can configure the tone of the incoming notifications.

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Selecting the option "Sound Settings" will display the following options menu:

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You can select the tone you prefer, including muting notifications by clicking on the corresponding icon.

Once selected some of the options will be automatically saved and the menu can be closed.

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titleBackground settings
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The background configuration feature allows users to customize the background of their video calls by adding a custom background. These configurations can be adjusted while the user is in a call or when they are idle. Once configured, the background settings will be saved for future calls.

Blur: The blur level setting enables users to adjust the amount of blur applied to the background of their video. By modifying the blur level, users can control the degree of blurriness in the background, creating a desired visual effect.

Image background: Additionally, users have the option to select an image to use as their background. This feature enables users to choose a specific image file from their device, which will be displayed as the background during video calls.

Note

The size of the image will impact on the performance of the call.

Expand
titleCheck Connectivity
It will take
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By selecting this option the user

to another tab, where connectivity can be checked, microphone, web cam, network, connectivity and throughput.When the user clicks on the Start button on top the test will begin, if one of the categories fails the test it will appear in red.

will be redirected to a second site, in a new tab, here you can check its connectivity, microphone operation, webcam, network to which it is connected, Network connection and performance to confirm you are fit to work.

When you click start on the new open tab, the test will run and the categories that do not pass the test will be shown in red.

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Expand
titleCheck STUN Connectivity
It addresses in
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This option redirects the user to a new tab

to a page where you can check

where it will be possible to verify the correct

operation

functioning of the STUN WebRTC, used by the softphone, through which incoming and outgoing calls are processed.

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This allows you to confirm whether the STUN server is properly configured for call operation.