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Per eseguira una configurazione vocale completa, è necessario entrare nel sistema con un utente che disponga delle autorizzazioni di amministrazione per provider vocali, campagne vocali e dialer vocali.

Content


Amministrazione

  1. Prima di tutto creeremo un Provider che useremo per connettere le chiamate

  2. Quindi creeremo la nostra campagna o dialer

  3. Aggiungiamo agenti e siamo pronti per il lavoro

Providers

I provider sono quelli che ci permettono di collegare le chiamate tra clienti e agenti in uContact. Possiamo creare diversi tipi di fornitori a seconda delle nostre esigenze / infrastrutture.

Il provider più utilizzato è VOIP.

 Parametri per creare un VOIP provider

Nome: Nome del provider (Carrier).

Password: Assegnata dal Carrier.

Context: Raggruppamento delle chiamate dirette effettuate dal carrier, questo dipende dal dialplan.

Host: Provider IP.

From User: Dipense se richiesto dal carrier.

From Domain: Dipense se richiesto dal carrier.

Port: Porta usata dalla connessione.

DTMF: DTMFs sending mode.

Qualify: Se monitora la connettività con il provider.

Insecure: Specifica come gestire le connessioni al provider, non autentica tutte le connessioni.

Transport: Consente all'utente di selezionare il protocollo da utilizzare (UDP, TCP, TLS).

Encryption: Indica se la connessione è crittografata o meno (utilizzata quando è presente il protocollo di trasporto TLS), quando si utilizza la voce.

Type : se il provider è SIP o IAX.

Codecs: codec utilizzati dal fornitore (relativi all'audio).

 Trunk configuration


Campaigns

Per vedere come creare campagne in entrata e in uscita in uContact, vai su Campagne vocali

Dialers

Per vedere come creare dialer automatici in uContact, vai su Dialers vocali


Campagne voce e membri Dialers

Tieni presente che la creazione di un dialer crea anche una campagna ad esso associata.

I membri dei dialer vengono aggiunti automaticamente alla campagna associata.

 Aggiungere e togliere membri

In questa schermata si potranno visualizzare 3 colonne

  • Campagne

  • Membri

  • Agenti

Per aggiungere un membro, segui i passaggi successivi:

  1. Nella colonna delle campagne seleziona una o più campagne per aggiungere un membro

  2. Selezionare uno o più agenti dalla colonna degli agenti e premere il pulsante Aggiungi

  3. Nella colonna membri si visualizzeranno gli agenti aggiunti alla campagna

Selezione multipla

  • Selezionando più campagne verranno mostrati tutti gli agenti che le appartengono.

  • Nel caso in cui l'agente che si desidera aggiungere non compaia nell'elenco agenti (a destra) è perché appartiene già a tutte le campagne selezionate.

  • Se vengono selezionate più campagne e uno degli agenti viene eliminato, verrà rimosso da tutte le campagne selezionate a cui appartiene.

  • Se vengono selezionate più campagne e viene aggiunto uno degli agenti, verrà aggiunto a tutte le campagne selezionate.

 Sezione campagne

Questa colonna elenca tutte le campagne relative al gruppo di sicurezza dell'utente.

In esso puoi selezionare una o più campagne con un clic, per aggiungere agenti, rimuoverli o semplicemente osservare i loro membri.

Per deselezionare la campagna è sufficiente fare nuovamente clic su di essa.

 Members section

Consente di visualizzare gli agenti assegnati alla campagna selezionata e anche di rimuovere gli agenti da uno o più gruppi della campagna.

Penalty
Cliccando sull'icona dell'ingranaggio a destra della foto dell'agente entriamo nella modalità Penalità.

Meno penalità ha un agente, più chiamate entreranno.

Valore compreso tra 0 e 100 per indicare l'abilità dell'agente, minore è la penalità, maggiore è l'abilità.

 Sezione agente

Elenco degli agenti all'interno del User Security Group.

In esso è possibile selezionare uno o più agenti con un clic, da aggiungere alle campagne selezionate.

Per deselezionare un agente, è sufficiente fare nuovamente clic su di esso.

 Ricerca agenti

Tra la colonna Membri e Agenti vedremo tre pulsanti:

  • Aggiungi
    Gli agenti selezionati nella colonna Agenti si uniscono alle campagne selezionate.

  • Ricerca
    Consente di inserire il modale di ricerca dell'agente

  • Rimuovi
    Gli agenti selezionati nella colonna Membri vengono rimossi dalle campagne selezionate

Modalità ricerca
Questa modalità ci permette di cercare un agente e ci mostra le campagne vocali a cui appartiene.

Digitiamo semplicemente il nome dell'agente e premiamo Cerca.

La tabella mostrerà tutti i risultati che corrispondono al nome inserito.


Agenti

Per vedere come l'agente interagisce con le telefonate, visita Agent - Calls


Supervisione

Riassunto delle campagne e dialers vocali

Statistiche di base come riepilogo dello stato delle campagne in tempo reale.

Questa informazione è mostrata in una tabella in cui vedremo rapidamente una riga per campagna.

 Parametri delle informazioni

L’utente sarà in grado di visualizzare:

  • Campagna
    Nome della campagna.

  •  Disponibilità
    Numero di agenti disponibili.

  •  Pausa
    Numero di agenti in pausa

  •  Occupato
    Numero di agenti occupati.

  •  Occupati in pausa
    Numero di agenti occupati in pausa (agenti che sono in chiamata e in pausa nello stesso momento)

  •  Wrap-Up
    Numero di agenti in stato di Wrap up (Tempo in cui l’agente non può ricevere nuove telefonate dopo averne finita una).

  • Logged
    Amount of logged agents.

  •  Total
    Campaigns total agents. 

  • Completed
    Amount of completed calls.

  • Abandoned
    Amount of abandoned calls.

  • ACD
    Agents on hold (on the ACD).

  • SL
    Service level.

  • SL 2
    Service Level 2, considering the abandoned calls.

  • Rate
    Abandoned rate.

  • Talked
    Average talked.

  • Hold
    Average hold.

This dashboard is mainly targeted for deployment at the level of call centers that require display information with real-time alerts on monitors or LCD displays.

  • On the top right of the screen we can set the dashboard on Full screen mode. 

  • Search Allows to filter the list.

  • By clicking on a campaign the user can access directly to the selected campaign status.

 Notification campaign summary

The Supervisor, on the notifications bar, has a summary of the Campaign Summary.

This one shows

  • Campaign

  • Service Level (SL)

  • Service Level 2 (SL2)

  • Abandoned Rate 

  • Average Hold

  • ACD 

  • Wrap-Up

Monitoring of Voice Campaigns and Dialers

Full Detail for queue status in real time.

 Graphic statistics

Agents
Shows the amount and percentage of agents on their states (above the graphic we can see how many agents are logged in/total of agents in this campaign).

Breaks
Here we will see the percentage of agents in each rest that are found, if there are no agents at rest this graph will be empty.

Calls
Shows the amount of completed and abandoned calls (in case of outgoing are the unattended calls or the missed ones).

Times
It shows exponential average time of Spoken and Waiting.

Service Level
You can see the percentage of service level of the queue (configured in the campaign parameters).

Abandon Rate
You can see the percentage of the rate of abandonment of a campaign (only for incoming calls)

ACD Graphic
Shows the amount of calls in the ACD (in wait), on the graphic you can find the strategy of distribution of calls for the incoming campaign.

Cancelation Rate
You can see the percentage of the rate of cancelation of a campaign (only for outgoing calls)

 Agents list

Grid with list of agents that are assigned to that queue.

State: Color identifier extension state.

Type of call: Shows if the call is outgoing  (arrow up) or incoming (arrow down).

Name: Agents name.

Telephone: Technology and phone number of the agent.

 Opened Forms: Total number of forms opened for each agent. Clarification: If the user left forms opened before logging off, this ones will still appear as opened. When the user logs in again, the forms will get closed. Have in mind the effects on dispositions, depending on the form assigned. 

Completed: Number of calls answered (inbound or outgoing).

Duration: Duration of the current or last call made.

Connected to: Telephone number of the last call or current call made or received.

Last call: Date / Time of last call answered.

Time: Shows the time that the agent is on the actual state.

Alert: Column where all configured alerts on the thresholds can be found. These are:

  • Red alert icon: Inactivity time (it is shown when the agent passes the defined threshold without receiving any call)

  • Yellow Telephone icon: Threshold 1 call time.

  • Red Telephone icon: Threshold 2 call time.

  • Red break icon: Break threshold.

All threshold are defined on the campaign creation.

 ACD

Grid with a list of calls waiting (incoming).

Caller ID: Displays the number of the call.

Position: Shows the position of the call in the queue.

Wait: Timeout waiting for the call queue.

 Real Time Listener Monitor

When selecting an agent from the list, a bar will appear with the monitoring options, which allows us to monitor the agent directly from the computer where the portal is open (without the need of having a specific associated internal)

Selecting any of the options (without the stop) a timer begins to run next to the name of the agent.

The options are:

  • Spy mode (only hearing).

  • Screen Monitor.

  • Coaching mode (talking to the agent).

  • Barge In mode (talking to the client).

  • End supervising mode.

  • See the agent profile. See more about Detailed Profile.

  • The Supervisor can pause the agent.

  • The Supervisor can log out a user from this section.

In the bottom right corner we can find:

  • Full Screen: Puts the screen on full screen.

  • Refresh statistics: If we want to refresh the statistics manually (it refreshes automatically) we use that button.

  • Resetting: Resets real time queue statistics leaving them on 0 (won’t change historical data).

In the lower left corner we see a filter icon which allows you to filter the agents that are available and all, since in several cases there are many agents that could be unavailable and disturb the visual.

On the other hand you can use a filter for displaying the agents that are in use and see their activity.

Agent Profile

When selecting an agent from the table, the info button will appear on the monitoring options.

 Detailed profile

Interactions

On this screen the user can see his progress, incoming and outgoing calls, sms, mails, as well as interactions with social networks like Twitter or Facebook and the webchat of the day.

Times

The user can also see the time he was logged in, time on breaks, spoken time and time he was free.

Free time is the time in which the agent was logged in without being on a break or making a call without having in count the time spoken during a break.

The resulting formula is: Free Time = Logged - Spoken - Break + Talked break.

Talked break: Is the time that, while being on a break the agent made calls.

Real break: Is the total break time, without the time being on a call during a break.

Tables and graphs

On the right, the user can see a timeline detailing his activities, a table that indicates the time spent on every break and a graph of the day by hour.

The graph is divided by hour, it shows the amount of calls and sms of the user (incoming and outgoing).

If the mouse pointer is placed over a specific time, the user can see the amount of calls and sms for that hour.

  • Both tables (the timeline and the time of break table) stores their data in the machine that the agent is using, that implies that if the agent does a change the machine or clean the cache the one it's using, data of that tables it will reset.

  • The time as well as the interactions of the agents and the graph it will stores in the server, so those data will remain in the agents account.

  • All data reset daily.

Recordings

Menu for supervising the calls records of the system.

Listen of recordings, searching by date/hour, classification, origin and destiny.

 Filters

Filters to get recordings

  • Initial Date: From when recordings search

  • End Date: To when recordings search.

  • Agent: Filter by certain agents to find recordings.

  • Campaign: Select a particular campaign to find recordings.

  • Data: It allows to filter by specific data this data or word must be contained on the label of the call to filter.

  • Source / Destination: Filter allows calls from different sources, which may be channels or extensions.

  • Rating: Allows to filter calls according to their ratings.

Filters on obtained recordings

  • Time range: Filter the obtained data by a time range (start time - end time: 24 hours format).

  • Calls: Allows to filter data by number of occurrences of the phone number (returns if the number of recordings is greater than the entered number, this must be greater than 1).

  • Minimum: Allows to filter recordings with an equal or greater time than the entered time (Format in seconds).

  • Exclude: Allows to exclude the recordings for the entered phone number, this can be the source or destination number.

  • Quality: Filter by its quality number.

 Rows
  • Date: Indicates the date of the recording.

  • Source/Destination: Source and destination telephone number.

  • Duration: Duration of the recording.

  • Source Account: Account name of the source agent who was recorded.

  • Source/Destination Channel: Source and destination name channel.

  • Destination Account: Account name of the destination agent who was recorded.

  • Campaigns: Name of the campaign by which the recording was made.

  • Data: Call data.

  • Download: Allows to download the recording in mp3 format. It downloads with the following file name: datetime-agent-source_numbre-destination_number (example: 201711060941-Ester Andres Mateu-34911898068-685134974.mp3)

  • Quality: Represents the number given to represents its quality

 Player

to hear the recording associated with the record, the recording is heard if the range is within stored recordings (if it was not passed to backup or eliminated entirely), the default is 30 days available online, are then passed to the folder BackupRecords which remain for 150 days until irreversible deletion (configurable from PBX).

The waveform allows to see the voice action moment.

Tag: Button to enter a check mark (with comments) in real-time recording. You can select the marks and the recording will start directly at the time of the mark. To see the marks access to the Information window.

 Actions over recordings

When clicking in a recording,  would appear the following options.


Information 

Allows to access to the selected recording information, being able to see its qualification so as the username, tags and comments.

  • Client Rating, it is obtained from the evaluation of the client after the call.

  • Supervisor Rating, it is calculated as the average of all questions on the quality part detailed below.


Quality 

Allows the user to give a score to the recording. The score is set to every question of the quality model ,the questions are set on the quality model configuration.

The total score is the average of all the question.

The supervisor can download the quality information as PDF of EXCEL and comment next to the each evaluation.

You can qualify a single quality model per recording.


Delete

Deletes the selected conversations.

Super-user privileges are Needed.

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