1. Engineering Passion – Innovative Results Coleman Technologies 2009 Engineering ForumUnified Contact Center Enterprise Coleman Technologies Unified Contact Center Enterprise CTI OS Supervisor Desktop Training Presented by

2. Engineering Passion – Innovative Results Coleman Technologies 2009 Engineering ForumUnified Contact Center Enterprise Coleman Technologies Objectives Cisco IP Phone CTI OS Overview CTI OS Desktop Logging In/Logging Out Agent States CTI Dialing Pad Hot Keys Supervisor Features

3. Engineering Passion – Innovative Results Coleman Technologies 2009 Engineering ForumUnified Contact Center Enterprise Coleman Technologies CTI OS Three -Tiered Architecture Topology

4. Engineering Passion – Innovative Results Coleman Technologies 2009 Engineering ForumUnified Contact Center Enterprise Coleman Technologies CTI OS Desktop To start CTI Toolkit Agent Desktop, double-click the short-cut on the desktop or go to: Start  Programs  Cisco Systems CTI Toolkit  Agent Desktop Upon startup the CTI Toolkit Agent Desktop main screen appears.

5. Engineering Passion – Innovative Results Coleman Technologies 2009 Engineering ForumUnified Contact Center Enterprise Coleman Technologies CTI OS Desktop - Login  Login  Contains buttons that let the agent log in or log out.

6. Engineering Passion – Innovative Results Coleman Technologies 2009 Engineering ForumUnified Contact Center Enterprise Coleman Technologies Logging In - CTI Login Window Enter the following information in this dialog box:  Connect to  Use the drop-down menu to select the connection profile that you want to use.  Agent ID  Your agent ID as assigned by your manager.  Password  Your password assigned by your manager  Instrument  The device ID assigned to the phone you receive calls on. To log into CTI Toolkit Agent Desktop, click the Login button. The Login button connects agents to the CTI Server and logs agents into a selected ACD switch.

7. Engineering Passion – Innovative Results Coleman Technologies 2009 Engineering ForumUnified Contact Center Enterprise Coleman Technologies CTI OS Desktop – Agent State  Agent State  Contains buttons that let the agent change the state of the currently logged in agent.

8. Engineering Passion – Innovative Results Coleman Technologies 2009 Engineering ForumUnified Contact Center Enterprise Coleman Technologies Agent States - Changing to Ready State  By default, upon successful login, the agent is automatically placed in a Not Ready State  If the Ready button is enabled, you are in a valid state to go to Ready.  To enter the Ready state, click the Ready button while in Not Ready state.  On entering Ready state, the agent is ready to accept ACD calls.

9. Engineering Passion – Innovative Results Coleman Technologies 2009 Engineering ForumUnified Contact Center Enterprise Coleman Technologies Agent States – Changing to Not Ready State  Entering Not Ready state opens Not Ready Reason Codes dialogue box  Choose appropriate reason for going into “Not Ready” state

10. Engineering Passion – Innovative Results Coleman Technologies 2009 Engineering ForumUnified Contact Center Enterprise Coleman Technologies Agent States – Wrap-Up State  Automatically enter Wrap-Up sate on the completion of a call  Click the Wrap-Up button to immediately enter a Wrap-Up State  Wrap-Up duration is 30 seconds, then automatically placed in a Ready state

11. Engineering Passion – Innovative Results Coleman Technologies 2009 Engineering ForumUnified Contact Center Enterprise Coleman Technologies CTI OS Desktop – Dial/Answer/Release  Dial/Answer/Release  To Place a call, click the Dial button, and enter the phone number using the provided Dial Pad.  To Answer call, click the Answer button.  To hang up a call, click the Release button.

12. Engineering Passion – Innovative Results Coleman Technologies 2009 Engineering ForumUnified Contact Center Enterprise Coleman Technologies CTI Dialing Pad - Making Calls  Enter a state from which you can make a call.  You are in the correct state to make a call if the Dial button is enabled.  States from which to make a call can include Ready, Not Ready, or Hold.  If the Dial button is not enabled, change your state as needed until the Dial button becomes enabled.

13. Engineering Passion – Innovative Results Coleman Technologies 2009 Engineering ForumUnified Contact Center Enterprise Coleman Technologies Sending DTMF Tones  Occasionally, the agent may need to send Dual Tone Multi-Frequency (DTMF) tones to a pager, IVR, voicemail system, or other similar device.  To transmit DTMF tones when connected to a call, perform the following steps.

14. Engineering Passion – Innovative Results Coleman Technologies 2009 Engineering ForumUnified Contact Center Enterprise Coleman Technologies CTI OS Desktop – Hold/Retrieve  Hold/Retrieve  Contains buttons that let the agent put a call on hold and retrieve a held call.  Select a call from the Call List, and click the Hold button to place the call on Hold.  Select the held call and click the Retrieve button to return to the call

15. Engineering Passion – Innovative Results Coleman Technologies 2009 Engineering ForumUnified Contact Center Enterprise Coleman Technologies CTI OS Desktop – Alternate/Reconnect  Alternate/Reconnect  Contains buttons that let the agent alternate between and reconnect active calls.  Alternate and Reconnect buttons are used to switch between multiple calls in the call list.  If there are multiple calls (i.e. one inbound and one outbound), click the Alternate button to automatically place one call on hold and pick up another, with a single click.  Use the Reconnect button to choose which call to pickup with multiple calls in the call list. The initial call will automatically be placed on hold.

16. Engineering Passion – Innovative Results Coleman Technologies 2009 Engineering ForumUnified Contact Center Enterprise Coleman Technologies CTI OS Desktop – Conference/Transfer  Conference/Transfer  Contains buttons that let the agent initiate and complete conference and transfer operations.

17. Engineering Passion – Innovative Results Coleman Technologies 2009 Engineering ForumUnified Contact Center Enterprise Coleman Technologies CTI Dialing Pad - Conferencing Calls  To initiate a conference call, click the conference button.  Enter the phone number to be dialed in the Dialed Number field or select a destination from the pull-down menu.  Click the Conf Initiate button, after talking to the 3rd party, click the Conference button to join all parties.  The pull-down menu contains the last six numbers dialed from this desktop.

18. Engineering Passion – Innovative Results Coleman Technologies 2009 Engineering ForumUnified Contact Center Enterprise Coleman Technologies CTI Dialing Pad - Conferencing Calls cont.  Click the Conference button to complete warm transfer call

19. Engineering Passion – Innovative Results Coleman Technologies 2009 Engineering ForumUnified Contact Center Enterprise Coleman Technologies CTI Dialing Pad - Transferring Calls  To transfer a call, click the Transfer button, dial the desired transfer number, and click the Trans Init or Single Step button.  Use the Trans Initiate button for warm transfers (allows agent to speak to the transferred party before passing the call)  Enter the number to be dialed in the Number to Dial field  Use the Single Step button for cold transfers (immediately transfers the caller)

20. Engineering Passion – Innovative Results Coleman Technologies 2009 Engineering ForumUnified Contact Center Enterprise Coleman Technologies CTI Dialing Pad - Transferring Calls cont.  Click the Transfer button to complete warm transfer call

21. Engineering Passion – Innovative Results Coleman Technologies 2009 Engineering ForumUnified Contact Center Enterprise Coleman Technologies CTI OS Desktop – Supervisor Assist  Supervisor Assist  Contains buttons that let the agent request assistance from a supervisor  Emergency Supervisor Assist – Immediately conferences available Supervisor into the conversation  Supervisor Assist – Places a call to the available Supervisor

22. Engineering Passion – Innovative Results Coleman Technologies 2009 Engineering ForumUnified Contact Center Enterprise Coleman Technologies CTI OS Desktop – Tools  Tools  Contains buttons that invoke statistical displays, initiate a chat session, record calls and report a bad line.

23. Engineering Passion – Innovative Results Coleman Technologies 2009 Engineering ForumUnified Contact Center Enterprise Coleman Technologies CTI OS Desktop – Statistics  Statistics  Real-Time daily statistics  Skill Group Information

24. Engineering Passion – Innovative Results Coleman Technologies 2009 Engineering ForumUnified Contact Center Enterprise Coleman Technologies CTI OS Desktop – Chat  Chat Session – Initiates a chat session with a specified user

25. Engineering Passion – Innovative Results Coleman Technologies 2009 Engineering ForumUnified Contact Center Enterprise Coleman Technologies CTI OS Desktop – Bad Line Reporter  Bad Line Reporter – Logs instances of poor call quality

26. Engineering Passion – Innovative Results Coleman Technologies 2009 Engineering ForumUnified Contact Center Enterprise Coleman Technologies CTI OS Desktop – Call Information  Call Information  Displays the current call-related detail(s) as well as variable information, where applicable

27. Engineering Passion – Innovative Results Coleman Technologies 2009 Engineering ForumUnified Contact Center Enterprise Coleman Technologies CallIDThe Call ID value assigned to this call by Unified CCE or the Unified ICME software StatusThe status of the call, such as Ringing, Talking, or Held DNISThe Dialed Number Identification Service number provided with the call ANIThe calling line ID of the caller, usually the caller's phone number CEDThe digits entered by the caller in response to IVR prompting DialedNumberThe number that the caller dialed WrapUpCall-related wrap-up data CallTypeThe general classification of the call type Var1 through Var10Call-related variable data CTI OS Desktop – Call Information

28. Engineering Passion – Innovative Results Coleman Technologies 2009 Engineering ForumUnified Contact Center Enterprise Coleman Technologies CTI OS Desktop – Status Bar  Status Bar  Displays information about the status of the softphone.

29. Engineering Passion – Innovative Results Coleman Technologies 2009 Engineering ForumUnified Contact Center Enterprise Coleman Technologies Logging Out – Reason Codes  To Logout, the agent state MUST be in a Not Ready state  Click Logout button to “Logout”  Select a Reason Code for logging out of the system  Click “OK”

30. Engineering Passion – Innovative Results Coleman Technologies 2009 Engineering ForumUnified Contact Center Enterprise Coleman Technologies Logging Out On a successful logout, the following occurs:  You are logged out of CTI OS Desktop and the ACD switch.  All entries in the status bar at the bottom of the CTI Toolkit Agent Desktop screen become blank except for Agent Status, which becomes “Unknown.”  All Agent State Control buttons except Login are disabled.  All Call Control buttons are disabled.

31. Engineering Passion – Innovative Results Coleman Technologies 2009 Engineering ForumUnified Contact Center Enterprise Coleman Technologies Main Window Keyboard Accessibility  The following Buttons have corresponding Hotkey shortcuts

32. Engineering Passion – Innovative Results Coleman Technologies 2009 Engineering ForumUnified Contact Center Enterprise Coleman Technologies CTI OS Desktop To start CTI Toolkit Agent Desktop, double-click the short-cut on the desktop or go to: Start  Program Files  Cisco Systems CTI Toolkit  IPCC Supervisor Desktop

33. Engineering Passion – Innovative Results Coleman Technologies 2009 Engineering ForumUnified Contact Center Enterprise Coleman Technologies CTI OS Desktop Upon startup the CTI Toolkit Agent Desktop main screen appears.

34. Engineering Passion – Innovative Results Coleman Technologies 2009 Engineering ForumUnified Contact Center Enterprise Coleman Technologies Supervisor Agent Advanced Features  Provides real-time agent status information of all agent members managed by the supervisor.  Provides call information (call data and events) of an actively monitored agent (that is, the agent currently selected in the Real-Time Statistics grid).  Supports call monitoring features (silent monitor, barge in, and intercept).  Supports emergency and supervisor assist calls.

35. Engineering Passion – Innovative Results Coleman Technologies 2009 Engineering ForumUnified Contact Center Enterprise Coleman Technologies Supervisor Agent Advanced Features  Allows exchange of text messages between the supervisor and one of the agent team members (chat).  Allows the supervisor to change the agent state of a supervised agent to Logout or Ready, depending on the agent’s current state.  Enables supervisors to control their own states for receiving

36. Engineering Passion – Innovative Results Coleman Technologies 2009 Engineering ForumUnified Contact Center Enterprise Coleman Technologies Managing Agents  Team State Information  The Team State Information window provides you with the current status of members of the agent team.  Authorized supervisors can change the state of a monitored agent to Ready and Logout.  This section also includes buttons that allow the supervisor to silent monitor, barge in, or intercept a call.

37. Engineering Passion – Innovative Results Coleman Technologies 2009 Engineering ForumUnified Contact Center Enterprise Coleman Technologies Managing Agents Other supervisor functions include:  Chat  A supervisor can send a message to, or receive a chat message from, a member of the agent team.  When the chat message arrives at the supervisor desktop, a CTI OS Chat window displays the message in the Message Display section of the window.  Agent Re-skilling  Cisco Unified CC Enterprise includes the Agent Re- skilling tool.  This tool, an optionally installed browser-based application separate from the Supervisor Desktop, lets supervisors change the skill group designations of agents on his/her team.

38. Engineering Passion – Innovative Results Coleman Technologies 2009 Engineering ForumUnified Contact Center Enterprise Coleman Technologies Team State Information  Name  The agent’s name.  AgentID  The agent’s ID, as assigned by the agent’s manager.  State  Current state of the logged in agent within voice domain.  Time in State  The amount of time the agent has been in the current state.  Login Name  The used by the agent to login when login by agent name is configured

39. Engineering Passion – Innovative Results Coleman Technologies 2009 Engineering ForumUnified Contact Center Enterprise Coleman Technologies Team State Information The Team State Information section of the Team Real-Time Status window displays the following information for agents that are logged in:  Skill-Name  The names of the skill-groups to which the agent belongs.  Skill-group  Identifies the skill groups to which the agent belongs.  Available for Call  Indicates if the agent is available to take a call

40. Engineering Passion – Innovative Results Coleman Technologies 2009 Engineering ForumUnified Contact Center Enterprise Coleman Technologies Agent State Control  The supervisor can use the Agent State Control to change the state of monitored agents. Logout and Make Ready.

41. Engineering Passion – Innovative Results Coleman Technologies 2009 Engineering ForumUnified Contact Center Enterprise Coleman Technologies Agent State Control To control the agent state, perform the following steps.  Select the agent in the Team State Information grid.  Click the Logout button to log the agent out, or the Make Ready button to put the agent in a ready state.

42. Engineering Passion – Innovative Results Coleman Technologies 2009 Engineering ForumUnified Contact Center Enterprise Coleman Technologies Silent Monitor - Start To Silent Monitor an agent, perform the following steps.  Select the agent in the Team State Information grid.  Click the Start Silent Monitor button

43. Engineering Passion – Innovative Results Coleman Technologies 2009 Engineering ForumUnified Contact Center Enterprise Coleman Technologies Silent Monitor - Stop To Silent Monitor an agent, perform the following steps.  Select the agent in the Team State Information grid.  Click the Stop Silent Monitor button

44. Engineering Passion – Innovative Results Coleman Technologies 2009 Engineering ForumUnified Contact Center Enterprise Coleman Technologies Team Real- Time - Agent State Control The Agent State Control window contains the following buttons used for call control: Barge-In. To barge in on an agent’s call, a supervisor needs to select an agent from the Team State Information grid and then select a call from the Monitored Calls section. When the supervisor clicks the Barge-In button, he or she now becomes a party to the call. Intercept. The Intercept button can only be used after barge-in. The supervisor can use the Intercept button to drop the agent from the call, leaving only the supervisor and the customer on the call. – Note: The supervisor must be in the Not Ready state in order to use the barge-in function.

45. Engineering Passion – Innovative Results Coleman Technologies 2009 Engineering ForumUnified Contact Center Enterprise Coleman Technologies Monitored Calls – Barge-In To Barge in on an agents active phone call, perform the following steps.  Stop Silent Monitor on an agent  Select the agent in the Team State Information grid.  Click the Barge-In button

46. Engineering Passion – Innovative Results Coleman Technologies 2009 Engineering ForumUnified Contact Center Enterprise Coleman Technologies Monitored Calls - Intercept To Intercept an agents active phone call, perform the following steps.  Select the agent in the Team State Information grid.  Click the Barge-In button  Click the Intercept button

47. Engineering Passion – Innovative Results Coleman Technologies 2009 Engineering ForumUnified Contact Center Enterprise Coleman Technologies Monitoring Calls  The monitoring calls section shows the following information for the currently selected agent.

48. Engineering Passion – Innovative Results Coleman Technologies 2009 Engineering ForumUnified Contact Center Enterprise Coleman Technologies Agent Re-skilling Tool To access to the Agent Re-skilling Tool launch Internet Explorer. https://10.52.220.85/uiroot

49. Engineering Passion – Innovative Results Coleman Technologies 2009 Engineering ForumUnified Contact Center Enterprise Coleman Technologies Re-skilling Tool – Supervisor View

50. Engineering Passion – Innovative Results Coleman Technologies 2009 Engineering ForumUnified Contact Center Enterprise Coleman Technologies Re-skilling Tool – Supervisor View

51. Engineering Passion – Innovative Results Coleman Technologies 2009 Engineering ForumUnified Contact Center Enterprise Coleman Technologies Re-skilling Tool – Edit Agent

52. Engineering Passion – Innovative Results Coleman Technologies 2009 Engineering ForumUnified Contact Center Enterprise Coleman Technologies Re-skilling Tool – Edit Agent

53. Engineering Passion – Innovative Results Coleman Technologies 2009 Engineering ForumUnified Contact Center Enterprise Coleman Technologies Questions and Answer Period ????????????????????????

54. Engineering Passion – Innovative Results Coleman Technologies 2009 Engineering ForumUnified Contact Center Enterprise Coleman Technologies Webview - Logging In To start viewing Webview Reports launch Internet Explorer. https://10.52.220.85/um/

55. Engineering Passion – Innovative Results Coleman Technologies 2009 Engineering ForumUnified Contact Center Enterprise Coleman Technologies Webview - Logging In  Webview Reporting  Contains all reports used for Contact Center deployments  Event Viewer  Displays conditions reported to the Webview Server

56. Engineering Passion – Innovative Results Coleman Technologies 2009 Engineering ForumUnified Contact Center Enterprise Coleman Technologies  Home  Clicking the Home option from any Webview Screen will return you to this page. Webview - Logging In

57. Engineering Passion – Innovative Results Coleman Technologies 2009 Engineering ForumUnified Contact Center Enterprise Coleman Technologies Webview - Main  Favorites  Contain all saved “Favorite” reports. This allows commonly used reports to be quickly generated.

58. Engineering Passion – Innovative Results Coleman Technologies 2009 Engineering ForumUnified Contact Center Enterprise Coleman Technologies  Job Scheduler  Contain all saved scheduled jobs. This allows reports to be saved, exported, or printed automatically. Webview - Main

59. Engineering Passion – Innovative Results Coleman Technologies 2009 Engineering ForumUnified Contact Center Enterprise Coleman Technologies Webview – Main  Help  Displays help for the current page being displayed by Webview.  Provides a description for all columns of a report

60. Engineering Passion – Innovative Results Coleman Technologies 2009 Engineering ForumUnified Contact Center Enterprise Coleman Technologies Webview - Report Templates Five commonly used report type templates:  Agent Reports  CallType Reports  Peripheral  Skill Group Reports  Trunk Group Reports

61. Engineering Passion – Innovative Results Coleman Technologies 2009 Engineering ForumUnified Contact Center Enterprise Coleman Technologies Webview – Agent Report Agent Reports show statistical information for individual agents. These can be used for evaluation and monitoring purposes. Agent Report Groups:  Agent By Agent  Agent By Peripheral  Agent By Skill Group  Agent By Team

62. Engineering Passion – Innovative Results Coleman Technologies 2009 Engineering ForumUnified Contact Center Enterprise Coleman Technologies Call Type reports show the most complete view of the Contact Center.  Service Level Agreement  Errors  Average Speed of Answer  Total Call Volume  Queued Call Volume Webview – Call Type Report

63. Engineering Passion – Innovative Results Coleman Technologies 2009 Engineering ForumUnified Contact Center Enterprise Coleman Technologies Peripheral Reports show the current status of any IVR, ACD, or PBX connected to the system. Webview – Peripheral Report

64. Engineering Passion – Innovative Results Coleman Technologies 2009 Engineering ForumUnified Contact Center Enterprise Coleman Technologies Skill Group Reports can be used to monitor over-all performance of skills. In most cases only Peripheral Skill Group Reports will be used. Webview – Skill Group Reports

65. Engineering Passion – Innovative Results Coleman Technologies 2009 Engineering ForumUnified Contact Center Enterprise Coleman Technologies Trunk Group Reports display data about trunk utilization to the IVR. These reports can be used to monitor growth of call volume. They can also be used by administrative staff to identify if IVR ports are sufficiently sized for Contact Center activities. Webview – Trunk Group Report

66. Engineering Passion – Innovative Results Coleman Technologies 2009 Engineering ForumUnified Contact Center Enterprise Coleman Technologies Webview - Report Template Types  Real-Time Templates – Display real-time data for the contact center.  Historical Templates – Display data from selected time frames.

67. Engineering Passion – Innovative Results Coleman Technologies 2009 Engineering ForumUnified Contact Center Enterprise Coleman Technologies Webview – Report Types  Reports Displaying a display data in a spreadsheet or table format.  Reports displaying a display data in a graphical format.

68. Engineering Passion – Innovative Results Coleman Technologies 2009 Engineering ForumUnified Contact Center Enterprise Coleman Technologies Webview – Report Tools  Change Items  Allows users to change selected object being reported (Agent, Call Type, etc.)  Date / Time (Historical Report only)  Allows users to change the time frame being reported  Drill Down (Select Reports only)  Allows for more detailed data for same time span such as Peripheral Skill Group under Enterprise Skill Group.

69. Engineering Passion – Innovative Results Coleman Technologies 2009 Engineering ForumUnified Contact Center Enterprise Coleman Technologies  Export Report  Allows users to export reports into formats such as Excel or HTML.  Save Report Definition  Allows users to save commonly utilized reports for easy access. Also allows report definitions to be saved as favorites.  Refresh (Real-Time Reports only)  Allows users to control the rate at which the screen refreshes. Webview – Report Tools

70. Engineering Passion – Innovative Results Coleman Technologies 2009 Engineering ForumUnified Contact Center Enterprise Coleman Technologies  Thresholds  Allow users to set visual indicators for Contact Center conditions.  Zoom  Displays the size of data in the viewing screen.  Help  Launches the help tool for the displayed report.  Refresh  Refreshes the current page. Webview – Report Tools

71. Engineering Passion – Innovative Results Coleman Technologies 2009 Engineering ForumUnified Contact Center Enterprise Coleman Technologies Questions and Answer Period ????????????????????????