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<SlideText><![CDATA[Welcome TDS managedIP  Call Center  Tutorial ]]></SlideText>
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<Title><![CDATA[Introduction]]></Title>
<Notes><![CDATA[**Welcome to the TDS Managed IP Call Center Tutorial. There are several sections to this course – and each section includes multiple topics.  If there is a topic that you would like to learn more about – simply click on the topic link to go directly to that section. In Summary, by the end of this course you will: - Understand the basics of your Call Center and an overview of how they system works and distributes calls. - Be able to Manage all settings associated with your Call Center Queues such as: -- Understand your Call Distribution Policy Options -- Learn how to Add  and removing Agents, Supervisors and Receptionists.- Configure email delivery for Basic Call Center reporting  -- Configure Greetings and Announcement Messages within your Call Center -- Set up Distinctive Ringing settings --  Understand how to configure DNIS routing for your Call CenterConfigure Call Features that are available for your Call Center--  Manage all Supervisor and Agent settings including: 	How to update agents ACD states from the web portal	Add and Remove Agents or Supervisors to the Call Center	 If you are new to ACD Admin and would like to learn about each section, simply continue viewing the course in the order shown in the navigation menu.Let’s get started!]]></Notes>
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<SlideText><![CDATA[Understand Call Center Settings and Call Distribution Manage all Call Center Settings Configure ACD Greeting and Announcement Settings Configure DNIS routing Introduction Welcome! Add and Remove Agents, Supervisors and Receptionists Manage all  Supervisor and Agent Settings Are you a NEW Admin?  Continue viewing! Calling Features ]]></SlideText>
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<Title><![CDATA[Getting Started]]></Title>
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<SlideText><![CDATA[GETTING STARTED Getting Started ]]></SlideText>
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<Notes><![CDATA[**Before we get started reviewing the settings and functionality that you have as an Call CenterAdministrator – let’s take a minute and review a few basics…All Call Centers are made up of Agents and, optionally  can have Supervisors Assigned to them.  If you are configuring a Receptionist – you will need to add that Receptionist, or perhaps a group of receptionists, to that Call Center as Agents to enable them to begin receiving calls.Depending on the service your company has purchased – the Call Center, or ACD, Functionality can be controlled by 1 of 3 Desktop Clients:Agent, Supervisor and Receptionist.  These are web based clients and can be accessed directly from a URL.  Please reference the Agent, Supervisor and Receptionist Training Courses for more details.Supervisors will have access to all Agent functionality, meaning they too can receive ACD Calls – however, if you have Supervisors that will not be handling ACD Calls ,you can just assign them as a Supervisor to an Call Center and not an Agent.  If your company has more then 1 office – you can have agents and supervisors assigned to queues across locations, the same  goes for ReceptionistsAgents, Supervisors and Receptionists can be members of multiple Call Centers.  For example – if you have 2 Call Centers – but an agent can handle calls for either group – you could assign that agent to both groups.]]></Notes>
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<SlideText><![CDATA[All Call Centers consist of Agents, optionally Supervisors can be assigned.    Receptionist are assigned as Agents to enable them to receive calls from the Receptionist Call Center Web based clients are available for Agents, Supervisors and Receptionist Call Center Basics Agent functionality is included but not a requirement for Supervisors.   Agents, Supervisors and Receptionists can be members of multiple Call Centers Agents and Receptionists can receive calls for multiple locations. Call Center Basics ]]></SlideText>
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<Notes><![CDATA[Now let’s get started by accessing the Administrator Portal.  Go to:  go to www.tdsmanagedip.com.  Next, enter your username and password and Click  Login.  Please note – there are 3 levels of Access to the web portal:Enterprise – which is the Administrator Access that we are signed in under.  Administrative settings within the level of access enable you to change settings that span across all Groups.Group – which is Administrator Access, but restricted only to features and users within a particular Group, or Office LocationsUser – which is the type of access the users – such as Supervisors, Agents and Receptionists will have.Most of the functionality available in the ACD system is found at the Group Level, however there are a few Enterprise Level Features which we will be covering in this course. Because you are signed in as an Enterprise Admin, you have access to all Groups, users and agents assigned to your group.  You can see the tabs for the various levels of administration, here.  Enterprise, Group and User.  Please note – we will only be covering administrative topics that apply to ACD settings in this course. ]]></Notes>
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<Notes><![CDATA[To change your password from the Enterprise Profile Page click, under the Profile menu option, select Change Password. Enter your you current password, followed by your new password.  Then enter your new password again.  Please note - You may be prompted to change you password when signing on for the first time.  ]]></Notes>
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<Notes><![CDATA[*The Call Center Profile Page includes configuration options for your Profile Settings, Call Distribution Policy Options,, Call Center  and Agent Setting and where you will go to assign agents, receptionist and supervisors to your Call Center.  We will cover each of those topics in this section – starting with your Profile Settings.  ]]></Notes>
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<SlideText><![CDATA[Call Center Profile CALL CENTER PROFILE Profile Settings Call Distribution Policies Call Center and Agent Settings Assign Agents, Receptionists and Supervisors ]]></SlideText>
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<Notes><![CDATA[Each Call Center that is configured has a unique profile.  To access the call center Profile go to the Group Level by selecting the Group, or location that your Call Center is configured in.  Then select Group Services, and click on Call Center. Multiple Call Centers  can be created under a single Group, or location.  Select the Call Center that you would like to modify from the drop down menu. You are now routed to the Profile page for that Call Center.  The first section of the Profile page is Profile Settings. To set your Call Center Voicemail Passcode, click Change Password.  From here, you can set-up the Voicemail passcode associated with your call center. Please note – you must have the Messaging Service Assigned for Call Center Voicemail to be active.  You can verify that you have this service by going to the Calling Features.  If Messaging appears, then you are subscribed to the Voicemail Service for this Call Center.To change the Name of your Call Center – enter that information here.  Let’s name this Call Center, Call Center.  On inbound calls to agents, this information precedes the callers Caller ID.  You can update the Calling Line ID information here.  Let’s change this to Call Center as well. Next select a department, if applicable.  Verify your Language setting and time zone. Click Save to Save your changes. ]]></Notes>
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<Notes><![CDATA[There are 5 Call Distribution Policy Options: - Circular, Regular, Simultaneous, Uniform and Weighted Call Distribution.  The next set of tutorials will provide you with an overview of each policy.  Once you have determined which policy will be the best fit for your call center.  Also note that if your business has multiple call centers – each call center can have a unique call distribution policy. ]]></Notes>
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<SlideText><![CDATA[Call Distribution Policy Options Call Distribution Policy Options Circular Regular Simultaneous Uniform Weighted ]]></SlideText>
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<Notes><![CDATA[Circular Distribution –This method selects an agent based on the order in which they are listed in the Call Center Profile Page, however, it will select the “next agent” from where the previous selection stopped.  This is designed for Call Centers with agents that generally have the same skill levels and will result in everyone taking their turn.]]></Notes>
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<SlideText><![CDATA[Circular Distribution Ring agents in pre-set order, starting where previous selection stopped.  Agent #1 Agent #2 Agent #3 Agent #4 Took the last call This Agent is next in the queue Circular Distribution ]]></SlideText>
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<Title><![CDATA[Configuring Circular Distribution]]></Title>
<Notes><![CDATA[To configure Circular Call Distribution for your Call Center, select Circular.  Then scroll down to configure the order of the agents.  The agents that are assigned to this Call Center are displayed here.  Because the circular distribution routes calls based on a particular order, you will need to ensure that the order of the agents listed here is the order in which you would like the calls distributed.  To move an agent up in the sequence or down in the sequence, use the Move Up, or Move Down buttons.  Please note – the circular distribution method will route the next caller to the agent following the last agent that received a call.  If that agent does not answer, it will continue in the sequence displayed here. Click Save to save your changes. ]]></Notes>
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<Notes><![CDATA[** Regular Distribution – Call Centers are defined by a list of agents, in a specific order.  When a call is received by the queue, it can always start at the top of the list.  With this method, the highest skilled agent can be placed at the top of the list, followed by lower skilled, agents in order of skill.]]></Notes>
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<SlideText><![CDATA[Regular Distribution Ring agents in pre-set order, always starting at the top of the list. Agent #1 Highest Skilled Agent Agent #2  2nd Highest Skilled Agent Agent #3 3rd Highest Skilled Agent Agent #4 Lowest Skilled Agent Regular Distribution ]]></SlideText>
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<Title><![CDATA[Configuring the Regular Distribution]]></Title>
<Notes><![CDATA[*CLIP AUDIO*To configure Regular Call Distribution for your Call Center, select Regular.  Then scroll down to configure the order of the agents.  The agents that are assigned to this Call Center are displayed here.  Because the regular distribution routes calls based on a particular order, starting with the Agent listed first, you will need to ensure that the order of the agents listed here is the order in which you would like the calls distributed.  For example, if Elizabeth is supposed to receive all new incoming calls first, but then route to Tom if she is not available, you would need to set Elizabeth to the top of the list, followed by Tom – and so on.  This distribution policy works well in receptionist environments where a live answer is important.  You could configure you main receptionist at the top of the list – with back-up receptionists listed in the order in which the would be able to back that person up. Click Save to save your changes.  ]]></Notes>
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<Title><![CDATA[Simultaneous Distribution]]></Title>
<Notes><![CDATA[Simultaneous Distribution – This method rings all agents simultaneously.  It is also generally designed to support Call Centers with agents that have similar skill sets.  When an agent answers the call, the other phones stop alerting.]]></Notes>
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<SlideText><![CDATA[Simultaneous Distribution Ring all agents Simultaneously Agent #1 Agent #2 Agent #3 Agent #4 Simultaneous Distribution ]]></SlideText>
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<Notes><![CDATA[*CLIP AUDIO*To configure Simultaneous Call Distribution for your Call Center, select the Simultaneous option form the Profile Settings of the Call Center.  Then Click Save.  Please note – the order of the Agents listed below will not impact the call distribution if this policy is selected.  ]]></Notes>
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<Notes><![CDATA[**Uniform Distribution – This method will select the agent that has been the most idle within the Call Center. This is also designed to distribute calls across all agents and supports an a Call Center with agents with similar skill sets. Also note that if you have agents in more then 1 Call Center, you can assign various call distribution policies to each group. ]]></Notes>
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<Notes><![CDATA[*CLIP AUDIO*To configure the Uniform call Distribution for your Call Center, select Uniform from the Profile Settings.  Then click save. Please note – the order of the Agents listed below will not impact the call distribution if this policy is selected.  ]]></Notes>
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<Notes><![CDATA[** The Weighted Call Distribution method enables the ability to assign a “skill level” to each agent in your Call Center.  The same user, assigned to different Call Centers can have different “weights” in each Call Center, so while they are assigned to get 30% of calls in Call Center “A”, they may be assigned to get only 10% of calls in Call Center “B”.  Weighted Distribution also supports the assignment of 0% weight, which will result in the agent only receiving calls when all the other agents are unavailable.  Let’s take a closer look: For training, lets take a look at a small pool of agents.  Say there are 9 agents and 3 skill groups.  Those that handle calls from Platinum customers, business plus customers and international customers.  Each agent is assigned a skill level, or weight within that skilled group.  You can see that a few of the agents are assigned to more then one skill group – however their skill level varies depending on the skill group they are taking the calls for.  Also – because Jose and Jacob are assigned 0% weight in their respective Queues, they will only receive calls if all other agents are busy. ]]></Notes>
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<SlideText><![CDATA[Weighted Call Distribution Platinum Kelly: 30% James: 20% Haley: 10% Jacob: 10% Casey: 10% Lauren: 10% Raquel: 10% Jose: 0% Business Plus Patty: 30% James: 20% Haley: 10% Jacob: 10% Casey: 10% Lauren: 10% Kelly: 10% International Raquel 50% Jose: 50% Jacob: 0% Enables you to assign Skills Levels to Agents Agents can have different weights assigned to them in multiple Call Centers Agents can be assigned a 0% weight Weighted Call Distribution ]]></SlideText>
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<Notes><![CDATA[To configure weighted call distribution, From the Profile Page of your Call Center, select the Weighted Call Distribution Policy.  Then click Edit. A new window will open, listing the phone numbers associated each agent that is assigned to this Call Center. You can manage and modify  their weights here.  The weights must total 100.  Let’s change this agent to 20, and this agent 0.  Please note – you can assign a 0 weight to an agent if you would like them to only receive calls if all other agents are busy. Click Save to Save your changes. ]]></Notes>
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<Notes><![CDATA[From the Profile Page of your Call Center – scroll to Call Center Settings. Here you can view your Queue Slots, or Queue Limit.  This represents the number of calls that will be held in queue before the system routes callers to your configured Overflow Policies.  For example, when this is set to 5 – the 6th call will be routed to your overflow treatment.  We will cover Overflow Routing Policies in the Routing Policies section of this course. The “Play ringing when offering a call” setting, when enabled,  plays ringing when the call is ringing an available agent’s device.  We are going to keep this setting enabled.  When disabled, the caller will continue to hear music on hold until the agent actually answers the call. Next, you have an option to enable or disable the Escape from queue option and the ability to set the preferred Escape digit .  This is the digit the caller presses to manually escape from the queue.  The Default is Zero, however it can be configured to any number.  We’ll leave it at zero. A couple of important points about the escape option:One,  if you enable this feature and use the system Default message for the  Entrance and Comfort Greeting then you will need to leave this digit as ZERO because the default greeting assumes you’ve used the zero digit.  Two, if this feature is enable and a caller options out of the queue, the call will be routed to the queues busy treatment destination, which may be the Call Forward Busy destination, or voice messaging, so you need to ensure one of those services is assigned if you enable this service.  Otherwise, when the caller options out of the queue they will hear a fast busy tone.If you enable this setting  - when callers are transferred to this call center from another call center, their wait time statistics will be reset.  When finished making your selections, click Save to Save your changes. ]]></Notes>
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<Notes><![CDATA[From the Profile Page of your Call Center – scroll to Agent Settings. (RE-RECORD) The setting “Allow agents to join CALL CENTER” is designed to either allow or restrict the agents from joining the call center from their web portal or web client application.  When disabled, only the administrator can change their “joined” setting.  When enabled, the agent can join or unjoin from their web portal screen or from the web client.  Please note – Agents must be Joined before they can set assign themselves an ACD state.  (RE-RECORD)Allowing call waiting on agents – if this option is selected, a new ACD call can be presented to an Agent while they are on another call.  Meaning they will hear a beep and be presented a new ACD call if this feature is enabled.  The Enable calls to agents in wrap-up state  will allow agents to be presented with a new ACD call even when they are in the wrap-up state.  Click here to enable, or uncheck to disable. The enable maximum ACD wrap-up timer setting enables you  to control the amount of time an agent can be in the  ACD wrap-up state.  We are going to enable this feature and set the maximum ACD wrap up timer 1 min, 30 SECONDS. The next setting allows you to set the agents post-ACD call state.  For example – when an agent ends a call, this setting will put them automatically in either the Available, Unavailable or Wrap-up State.  Let’s enable this feature and select Wrap up for the post call state. This setting will apply to all agents within this Call Center. To enable Auto Answer,  click here and enter the number of seconds before waiting.  If this feature is enabled and the agent is in the available state – the agent’s phone will go will go off hook and the call will automatically be answered. Click Save to Save your changes. ]]></Notes>
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<Title><![CDATA[Assigning Agents, Receptionists and Supervisors]]></Title>
<Notes><![CDATA[To assign agents, or receptionists to your Call Center, go to the profile page of the Call Center, then scroll here. You can use the search fields to find the specific agents you want to add, or click the Global Search button for all available agents within the Enterprise. (RE-RECORD)Select the Agent to Add, and click Add.Please note – the order of the agents listed will impact call distribution for the Circular and Regular call distribution settings.  To re-order the agents, select the agent to move and click move up to move them closer to the top of the list or down to move them down. To remove agents form and Call Center –select the agent to remove and click remove.  Please note – if you require your Supervisors to be configured so they are able to also receive ACD calls, you will need to add them as an Agent.Next, let’s Add the Supervisors.  Click Search to see a list of all available supervisors.  Please note – all available users will be listed, but only those with the Supervisor License will be able to sign-in to the client as a supervisor.  Click Save to save your changes. ]]></Notes>
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<Notes><![CDATA[**The Routing Policies page enables you to configure your:Forced Forwarding Holiday  and Night  Mode SettingsYou can also configure your Overflow Settings,  comfort bypass message and policies for handling stranded and bounced calls.]]></Notes>
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<Notes><![CDATA[The busy treatment is a routing policy that can be applied to you Night Service, Holiday Service, Overflow and Stranded Call Settings.  When this action is selected, callers will be routed to 1 of 2 places:1 – your call forward busy destination or 2 – voice messaging. …both can be confitured from the Calling Features Page.If you enable the busy treatment, you must have one of these settings assigned to your call center and enabled or the caller will he a fast busy tone.  If you have both call forward busy and voice messaging enabled – the cal forward busy destination will take precensce over voice messaging. Ok… not lets take a closer look at the various Routing Policies you can configure.]]></Notes>
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<Notes><![CDATA[The Forced Forwarding feature can be configured from the Routing Policies Page. This option may be used to force all  calls to another destination.  For example – if you need to temporarily send all calls to a voicemail or to another destination, you could enable Call Forwarding always by clicking the ON radio button.  They typing the destination number here.  This could be the extension of another Call Center, Hunt Group, Auto Attendant, User or any outside phone number.Click here to enable the use of Feature Access codes to enable and disable this service, meaning it could be activated or deactivate from a phone. Please note – this service can also be enabled and disable from the Supervisor Client.If you would like play an announcement before forwarding the call, click here.  Then select the type of greeting.  Default, Custom  or URL.When you finished making your changes, click Save.]]></Notes>
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<Notes><![CDATA[Holiday Service settings can be configured from the Routing Policies Page.  Night Service is the setting that will send callers to the configured destination during pre-set holiday schedule hours.  Select the type of Action here:  select none if you do not want to configure a destination for callers to be routed to during holiday hours, select Perform Busy Treatment if you want callers to be routed to your Call Forward Busy Destination.  Or enter a number her is you would like callers transferred to a specific destination other then Busy Treatment.  Then select your Holiday Schedule.  Now, when callers reach your call center during the pre-set holiday hours in this schedule they action selected above will be performed. Click here to enable an announcement before performing the Holiday Service – and select your announcement greeting options here. Please note – this service can also be enabled and disable from the Supervisor Client.Click Save to save your changes.  ]]></Notes>
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<Notes><![CDATA[Night Service settings can be configures from the Routing Policies Page.  Night Service is the setting that will send callers to the configured destination during pre-set after hours.Select the destination of where to send callers during Night Service mode, here:  select none if you do not want to configure a destination select Perform Busy Treatment if you want callers to be routed to your Call Forward Busy Destination.  Or enter a number here if you would like callers transferred to a specific destination other then Busy Treatment.  Then select your Business Hours Schedule.  Now, when callers reach your call center during the hours that are defined as After Hours in this schedule, the action selected above will be performed. If you would like to override the schedule, and force callers into night service mode, click the On Radio button. This feature is usefull if you need to expectantly close your offices. To enable the use of Feature Access codes for Night Service  - click here.  With this service enabled – you can activate and deactivate Night Service Mode from use a feature access code and your phone. Click here to enable an announcement before performing the Night Service – you can configure separate announcements for the normal night service setting versus the manual, or forced setting Configure your announcement settings, here.   For normal mode – you  can either use the Default announcement or, if you select the Custom option, you can upload a Custom greeting file from you computer.  Click Browse, then find the file on your computer.  Then click Open.   Please note – files must be saves in .wav file format with CCITT-ULAW or ALAW settings with 8 kilohurtz 8 bit mono attributes.For Manual Mode, which is played when you manually put the call center into the night service mode - you can either use the Default announcement or, if you select the Custom option, you can upload a Custom greeting file from you computer, like the Normal mode.   Please note – this service can also be enabled and disable from the Supervisor Client.Click Save to save your changes.  ]]></Notes>
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<Notes><![CDATA[Bounced calls are calls that are presented to an agent that is signed in and available, however are not answering. Configure you Bounced Call Settings from the Routing Policies Page.  (RE-RECORD)Enter the number of rings a caller will hear before the call Bounces back to the queue, here. To send bounced calls to another destination, other then the queue – enter that destination to transfer to here.  Please note – if you enable this feature, all bounced calls will be immediately routed to this destination and will not be routed to other available agents in the queue.   You can also select to bounce calls immediately back to the queue if an agent becomes unavailable while a call is being presented to them.  To eneble that setting click here.  It is also important to understand that bounced are placed back to the top, or the front of the queue because the have the longest wait time.  If you would like to alert and agent when they have placed a caller on holder for longer then a preset number of seconds – enter the seconds here and click to enable. Now, when an agent places a caller on hold longer then the configured time – their phone will alert them of the held call.Or, if you would like to have held calls bounce back to the queue after waiting the preset number of seconds – configure that setting here.When you finished making your changes, click Save.]]></Notes>
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<Notes><![CDATA[PT1Your Overflow Settings are used to perform a specified treatment or to route callers to other destination once the Call Center Queue has reached it’s specified capacity – or callers have been waiting for a pre-configured amount of time.From the Routing Policies Page, you can configure that treatment or destination and also set the pre-configured amount of wait time before calls are overflowed, if you chose. (RE-RECORD)The first overflow treatment is to perform busy treatment – this will follow the call forward busy settings that have been configured on the Calling Features page – found here. If you have the Call Forwarding Busy service assigned and activated, the call will be forwarded to the specified destination.  If you want callers to be routed to Voicemail as your busy treatment, you must have the messaging service assigned and activated to send busy calls to voicemail.  If both call forwarding busy and voicemail are assigned and activated, the Call Forward Busy service will take precedence over voice messaging.  If neither of the services is assigned, the caller will get a busy tone.PT2The next option is to immediately transfer the call to another destination, which can be another Call Center, Hunt Group, Auto Attendant, a specific directory number or extension, or any external number.  You can also include feature access codes in the destination numbers, which can be used to immediately route the call into a user’s voice mailboxThe final option is to play ringing to the caller until they hang up.  While not common, in some environments you may want to use this option.Next you can set the overflow timer, which is the number of seconds a call will remain in the queue before the overflow treatment is activated.   Here you can enable the feature to route callers to your overflow treatment or destination based on a specified wait time.  For example, if this is set to 30 seconds, after a caller has waiting in queue for 30 seconds – they would be routed to your overflow destination.  Enter that time in seconds if you enable this feature.  And finally, you  have the option to play an announcement before sending the call to the overflow treatment or destination.  This would apply to any of the settings that you configured above. If you choose to announce, then you can either use the Default setting or upload a custom message, similar to the announcement services.To save your changes, click Save. ]]></Notes>
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<Notes><![CDATA[The comfort Message bpass  settings enable you to play a unique message, OR ringing to callers when the call is expected to be answered quickly. You can configure your comfort bypass settings from the Routing Policeis Page.  To enable, this feature – click on, to disable click off.Here you can specifiy the rules in which the ringing and announcement options will be played.  The systems will play the configured bypass message based on your pre-set estimated wait time threshold.  For example, if you enter 20 seconds here – when callers reach the queue and the estimated wait time is less then 20 second – the caller will hear the message configured in the audio options here.  You can also enable ringing by selecting this option and entering a number of seconds here.  If enable, and the estimated wait time is less then the seconds configured above – then the caller will hear rining for the number of seconds configured here – 10, for example  -  before hearing the configured audio announcement.  This give the caller the feeling that their call is ringing to an agent and will be answered shortly.  To configure the announcement to be played if the policy if followed, select either Default or Custom.The Custom option enables you to upload a customized greeting.  To upload a greeting,  click Browse and search for the file on your computer.    Please note – files must be in .wav file format with CCIT law or alas settings and 8 kilhtz – 8- bit mono attributes.Click Open, then Upload.  Next Click Save to save your changes.  ]]></Notes>
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<Notes><![CDATA[A stranded call is a call in a queue that has no agents currently staffed. (An agent is said to be staffed in a queue if the agent has joined the queue and is not in the sign-out state.) when the last agent staffed in a queue sings-out of the queue, then all calls that are currently waiting in the queue become stranded.  Configure you Stranded Call Settings from the Routing Policies Page.  (RE-RECORD)  The handling options include leaving the call in the queue, applying the Busy treatment that is configured  for the Call Center, or transferring the call to a specified number, sending calls to the configured night service settings or play ringing until the caller hangs up. If you would like for stranded calls to hear a specified announcement, configure the announcement settings here. To save your changes, click Save. ]]></Notes>
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<Notes><![CDATA[**The calling features menu includes optional features available with your service, such as:- Call Forwarding Busy and Call Forwarding Selective.]]></Notes>
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<Notes><![CDATA[Call Forwarding busy setting is used if you configure your overflow settings to route callers to the “Busy Treatment.”  From the Calling Features Page, go to Incoming Calls.  Turn this feature on, click here – and enter the destination.Please note – if you are going to route callers to voicemail when the queue threshold is met – you will need to ensure that your Messaging service is ON and Send Busy Calls to Voicemail is enabled.When you finished making your changes, click Save.]]></Notes>
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<Notes><![CDATA[PT1Call Forwarding Selective is a forwarding  service that can be used if you would like to forward  calls to another destination based on specified rules.You can configure this feature from the Calling Features, under Incoming Calls and Click Edit.  (RE-RECORD)The criteria for each Call Forwarding Selective entry can be a list of up to 12 caller phone numbers and a specified time schedule during which the service is active.  All criteria for an entry must be satisfied for the call to be forwarded (phone number and day of week and time of day).You must designate one phone number as the default forwarding number.  All specified calls are forwarded to the default unless you add criteria for numbers to be forwarded to another destination of your choice.  This can be an extension or any outside 10 digit number.  For training purposes, let’s say extension 4500 is the extension of the Call Center that handles the Platinum Customers.To activate this rule upon set-up completion – click here.  Then click Save.Next create your specific rule, click Edit.  Then click Add Rule and type the name of your Rule here – let’s call this rule “Platinum Customers”.  We want all calls from VIP Customers to be routed to the forward to number.  PT2Next apply a time schedule.  You can either use the every day  all day schedule – meaning this rule will apply all day every day, or you can select one of your preconfigured time schedules, if applicable. For training purposes – let’s select the Everyday all day schedule.  If you would like to create rule using your pre-configured Holiday schedule, select your Holiday Schedule from the drop down menu here.  You can configure this service to route calls from  Any phone number, specific phone numbers, numbers that display the Private caller ID or calls with unavailable caller id.  For this example, we are going to select this option, and enter the phone numbers of your Platinum customers that frequently call in. ----CUTThen click Save to save your changes.  To view a list of current rules, click View.  A list of Call Forwarding Selective entries you have added or modified is displayed with a check box under Active at the left of each entry.   Clicking in the check box to remove the check deactivates the entry once you click save. To edit, click Edit.  The Call Forwarding Selective Modify page is displayed.  Select the entry you would like to edit, and click Edit..  From here you can modify you entry or delete your entry.  Click Save to save your changes.    To enable this service, click On then save. NOTE –  They system requires at least one entry to be entered if this feature is enabled.  Be sure to disable the feature if you are deleting your single entry.    ]]></Notes>
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<Notes><![CDATA[Announcement Messages is a very important component of your Call Center configuration as it reflects the experience of the caller when they reach your Call Center.  (RE-RECORD)The announcement options allows you to enable greetings and hold messages for callers while they are in the queue..  There are 4 types of messages or greetings to configure.  Entrance Message, Estimated Wait Message, Comfort Message, Music On Hold  You can also configure a whisper message that is played to the agent upon the arrival of new call center calls. Each announcement is optional and can be enabled independently.  To configure – select the Profile menu and click Announcements Messages.]]></Notes>
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<Notes><![CDATA[To configure your Entrance Message greeting, select Entrance from the drop down menu. The entrance  message is the message played once when the caller first reaches the Queue.  Click Play Entrance Message to enable the feature.  The second box,  “Entrance message is mandatory when played” , will force the message to always be played to completion when a caller reaches a Call Center  - regardless of agent availability to receive calls.     You have 2 options for specifying the audio announcement that will be played.  Default and Custom:Default is the system’s default announcement which will state “Your call is very important to us.  Please wait for the next available agent or press zero to leave a message.” If you have the escape from queue option selected.  If you do not have the escape from queue option selected callers will hear “Your call is very important to us.  Please wait for the next available agent.”    The Custom option enables you to upload a customized greeting.  To upload a greeting,  click Browse and search for the file on your computer.    Please note – files must be in .wav file format with CCIT law or alas settings and 8 kilhtz – 8- bit mono attributes.Click Open, then Upload.  Next Click Save to save your changes.  ]]></Notes>
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<Notes><![CDATA[The next message to configure is the Estimated Wait Message.   Select the Estimated Wait option from the drop down menu. If you choose to enable this Announcement option - There are two types of announcements to choose from – announce queue position, or announce wait time.Both messages can be configured such that the message is played up to a certain maximum – either number of callers in queue or number of minutes to wait.There is also an option for playing a high call volume message if the queue position or estimated wait time exceedsthe maximums of when to play the announcement.  For example, if the announce queue position option is selected and the Play message for callers queue position is set to 25 or lower, then26th caller in queue will hear a high call volume message if the Play high volume message is selected.  The same treatment is performed for the Announcement of wait time.By default, the estimated wait time is calculated using an average handle time that is derived in the system. In the event the average handling time cannot be calculated, the default handling time specified here will be used to derive the estimated wait time.   Let’s click enable estimated wait message for queue calls.  And keep the announce wait time options selected.  And lets set this to 20 min. or lower and enable play high volume message.  Lets  eave the default handling time to 5 min. per call.Click Save to save your changes.  ]]></Notes>
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<Notes><![CDATA[To enable a conform message, select Comfort from the drop down menu and Select Play Confort Message. This is a message that will play periodically while the caller is in the queue.  If it is the only announcement that is enabled, it will be played as soon as the caller reaches the queue, otherwise it is played after the Music on Hold, and after the Entrance Greeting.  If enabled, enter the time between messages.This allows you to configure how often the message is played  while the callers are in queue.  Let’s set this to 15 seconds.NEW:You have 2 options for specifying the audio announcement that will be played.  Default and Custom:Default is the system’s default announcement  - which is the same default greeting as the Entrance message. The Custom option enables you to upload a customized greeting.  To upload a greeting,  click Browse and search for the file on your computer.    Please note – files must be in .wav file format with CCIT law or alas settings and 8 kilhtz – 8- bit mono attributes.Click Open, then Upload.  Next Click Save to save your changes.  ]]></Notes>
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<Notes><![CDATA[Music on Hold in the Call Center environment can be played in two different scenarios:  1. when callers are in queue or 2. when an agent places them on hold.  (RE-RECORD)When an agent puts a call on hold, the user-based MoH file is played back to the caller. It is recommended that this feature is enabled so that callers know they are waiting in queue.  To configure, select Music On Hold from the drop down menu and click here to enable.You can select either the default or the custom audio opiton.If you choose customized – click Browse, then search for the file on your computer.  Please note – files must be in .wav file format with CCIT ulaw or alaw settings and 8 kilhtz – 8- bit mono attributes.Click Open.  Then Upload. Next click Save to save your changes.  ]]></Notes>
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<Notes><![CDATA[The Call Whisper message is a message that is played to the agent immediately before the inbound call is connected.  The calling party hears ringback, announcements or MoH (depending on  the call center is configured) during the whisper message.  This message can announce which Call Center the call is coming from, (which is applied more frequently when configuring DNIS numbers and we will cover that shortly, however it  can also be used to remind agents of current specials, promotions or simple reminders. You have 2 options for specifying the audio announcement that will be played.  Default and Custom:Default is the system’s default announcement which will state “”call from - QUEUE.”The Custom option enables you to upload a customized greeting.  To upload a greeting,  click Browse and search for the file on your computer.    Please note – files must be in .wav file format with CCIT law or alas settings and 8 kilhtz – 8- bit mono attributes.Click Open, then Upload.  Next Click Save to save your changes.  ]]></Notes>
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<Notes><![CDATA[Call Center Dialed Number Identification Service (DNIS) allows you to associate multiple DNIS numbers with a single Call Center.  This is designed to support call center environments that have a single pool of agents that are able to support calls from multiple  inbound numbers.  IT can also be used to define outbound Call Center numbers.]]></Notes>
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<SlideText><![CDATA[Call Center DNIS DNIS (Dialed Number Identification Service) Configure Multiple DNIS Numbers with a single Call Center Define Outbound Call Center numbers ]]></SlideText>
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<Notes><![CDATA[Here you can configure a number of DNIS display settings as they relate what the agent will see when they receive a call from a DNIS Number:   - Check here if you would like the DNIS number displayed instead of the callers number. - Check here is you would like the name of the DNIS number displayed instead of the caller’s name.You can also set DNIS Priority Rules here.  These rules specify when to promote a call from one priority level to the next based on wait time. ]]></Notes>
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<Notes><![CDATA[With each inbound DNIS number that is defined in the Call Center, you can configure a different entrance message, comfort message, music on hold media, and agent whisper message.You can also assign a priority to a DNIS number, selecting 1 of 4 different priority buckets, with 0 representing the highest priority and 3 the lowest.  Assign the priorities here.In addition to the primary number, which is shown here.  You can 63 different phone numbers assigned to a  single Call Center.  If you would like to add DNIS number to you call center, Please contact a TDS Representative. ]]></Notes>
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<Notes><![CDATA[Agents can initiate outbound call center calls while staffing a call center.  To configure Outbound DNIS settings, from the DNIS Page, select the DNIS number you would like to update.The numbers that are available for them to place calls from are configured here – enter the Calling Line ID number, which will be displayed to callers when an agent places a call center call with this dnis number.  For example – if this DNIS number was configured for agents that handled calls for Bob’s Service Center and they need to display the calling line ID name and number for bob’s service center when placing outbound calls – enter the number here, then select Use Customer Calling Line Name settings and enter the name:  Bob’s Service Center, here.  To enable this DNIS number for agents to place outbound call center calls with – check here. Agents can be configured with a Default DNIS number for outgoing call center calls – that setting is configured from the Agent Client on the Settings page. They can also select a Default DNIS number from the drop down menu in the client to place calls from a DNIS number other than the defaults.]]></Notes>
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<Notes><![CDATA[As an Administrator you have the ability to change all call center Agent or Receptionist’s ACD states from this web portal. First, select the User whose ACD state you would like to modify.  Then, from the Calling Features Tab click Call Control You can view the Call Center or Groups that the Agent is currently assigned to and what their Join or un Join Status is by clicking here. To change the Agent’s ACD state, select Sign-In, Sign-Out, Available, Unavailable or Wrap up from the drop down menu.  If Unavailable is selected – choose the reason code for making that Unavailable Selection.  These Unvailable Codes can be customized from the Enterprise Level.Please note – for agents or receptionist to receive ACD calls they must be in the Available State.  Also – supervisors have the ability to change an agent’s ACD States from the Supervisor Client.Click Save to Save your changes. ]]></Notes>
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<Notes><![CDATA[In order for Supervisors to monitor the status of agents within Call Centers that they are managing, those agents must be assigned to them to monitor in the system. To assign agents to supervisor to monitor – select your Supervisor from the User list.  From Calling Features, click Client Applications.Next click View.  You will see the Call Centers that that Supervisor User has been assigned to here. Click Edit to add agents to monitor.  The list of Available agents that have been assigned to that Call Center are listed here.  Use the Add or Remove buttons to add or remove agents from monitoring.  Click Save to save you changes.  ]]></Notes>
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<Notes><![CDATA[The following section includes how to configure customized  Unavailable Codes, set default unavailable codes, configure customized disposition codes, set agent default codes and  configure your Priority Routing Settings. Please note – you must be have Enterprise Administered access to configure these services.]]></Notes>
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<SlideText><![CDATA[Enterprise Admin Settings Enterprise Admin Settings Customize Unavailable Codes Agent Default Settings Priority Routing Settings Customize Disposition Codes Default Unavailable Codes ]]></SlideText>
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<Notes><![CDATA[Creating customized unavailable codes can only be done by an Enterprise Administrator.  To configure Unavailable Codes, from the Enterprise Level, select Call Center. For training purposes, we are going to create our customized Unavailable Codes here at the  Enterprise Level. (CUT)To add a new code, from the Unavailable Codes customization set-up, click Add.Then check here to enable this code so agents can beginning using it immediately.Then type the name of the code and a brief description.  Let’s call this code – 25 … with the Description of End of Day paw. Then click Add.You will see your code added to the list. TO deactivate a code, select the code, then click Edit.  Uncheck the active box and click Save.  You can see that this code is inactive, indicated by a N.TO delete a code – select the code then click delete.  Click Delete again to confirm the delete function.To search for a specific code, use the drop down menu to filter if you chose.  Otherwise, enter the full or partial description or code name here and hit enter or click the search icon here.  To clear the search results, click here.  ]]></Notes>
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<Title><![CDATA[Agent Unavailable Defaults Code Settings]]></Title>
<Notes><![CDATA[As an Enterprise Admin you can enable or disable your Agent Unavailable Code default settings.  These settings determine what unavailable code will be assigned by default when agents are in the Do Not Disturb Mode, on Personal Calls or have Bounced calls.  You can also assign a default code when are forced to the Unavailable State from a Supervisor using the Supervisor Client.  For example, if an agent has not changed their state to unavailable, but has left for lunch.  A supervisor can for that agent into the unavailable state.  This setting will determine which unavailable code will be assigned when the supervisor takes that action. To enable Agent Unavailable Codes, click here.  Please note – you must first create your Unavailable Codes to enable this feature.Next, select the default code to assign when agents are in DND mode.  Select from the drop down menu.Next, select the code for personal calls and finally for bounced calls. If you would like to specify a default code when agents are forced into the unavailable state from a supervisor, make that selection here. When your finished making your selections, click Save.  These settings will apply to all agent users within your enterprise.  ]]></Notes>
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<Title><![CDATA[Configuring Disposition Codes]]></Title>
<Notes><![CDATA[Disposition codes allow agents to assign codes to ACD calls either during an active call or while in the wrap-up state.  You can configure customized disposition codes from the Call Center pages at the Group and Enterprise Level.  Once configured-  these codes can be available for user in all Groups.  To add a new code, from the Disposition Codes customization set-up, click Add.Then check here to enable this code so agents can beginning using it immediately.Then type the name of the code and a brief description.  Let’s use ’30’ for this code … with the Description of Call Back  - 1 mo. .. Then click Add.You will see your code added to the list. TO deactivate a code, select the code, then click Edit.  Uncheck the active box and click Save.  You can see that this code is inactive, indicated by a N.TO delete a code – select the code then click delete.  Click Delete again to confirm the delete function.To search for a specific code, use the drop down menu to filter if you chose.  Otherwise, enter the full or partial description or code name here and hit enter or click the search icon here.  To clear the search results, click here.  Please note – you can also configure Dispo codes from the Call Center level, however once configured they will be available for all call center in your enterprise.]]></Notes>
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<Title><![CDATA[Agent Default Settings]]></Title>
<Notes><![CDATA[The Agent Default Settings, configured at the Enterprise level – are used to configure Guard Timer Settings and how when agents should be forced to an unavailable state.The purpose of the Guard Timer is to prevent calls from being presented to an agents between ACD calls and should be kept small (5-7 seconds).  The Guard Timer would be useful when agents are using analog devices where the hook status is unaligned with the call status, or where regulatory requirements specify minimum call inter-arrival times for agents.  It is not meant to be used for Wrap-up, or post call work.  To enable – click Enterprise and select the seconds here.  If you do not want to enable – select the Default settings, which is zero seconds. This forced unavailable state can be assigned when an agent has enabled Do Not Disturb, is on personal calls or when bounced calls have occurred. To enable, click Enterprise.  Then select your options to forced unavailable here.  When configuring the forced unavailable state for Bounced Calls, click here and enter the number of bounces that must occur before the agent is put into the unavailable state. Click Save to save your changes. ]]></Notes>
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<Title><![CDATA[Priority Routing Policies]]></Title>
<Notes><![CDATA[If your company has multiple Call Centers and agents assigned to multiple Call Centers – you can prioritize which ACD calls will be routed to that agent when they become available.  From the Enterprise level, go to the Call Center page, and scroll down.There are two prioritization options:  Longest Wait Time and Priority order.  For example – if an agent is assigned to multiple Call Centers and there are multiple calls in queue, the Routing Policy selected will determine which call will be delivered to that agent when they are available.  The longest wait time option will send that agent the call that has been waiting the longest, but the priority order option will route the call that is in the highest priority Call Center – regardless of wait time. To prioritize calls to agents based on the longest wait time, click here.To set priorities to Call Centers – click here, and then assign the ranking to each Call Center.  Because this is an enterprise setting, you will see a list of all Call Centers across all Groups.  Click Save to save your settings. ]]></Notes>
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<Title><![CDATA[Thank You!]]></Title>
<Notes><![CDATA[Thank you for viewing this course covering the ManagedIP Call Center Tutorial.  Need more help?  Contact TDS Managed IP Customer Service at hthe number on your screen.  xxx.xxx.xxxx or go to support.tdsmanagedip.com/hosted.]]></Notes>
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<SlideText><![CDATA[EXIT THANK YOU! TDS managedIP Customer Service: 1-888-850-5915 support.tdsmanagedip.com/hosted ]]></SlideText>
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