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Horizon Contact Agent
Release Notes
Horizon Contact Agent

Agent Portal and Setup

  • Getting started
    • Your Inbox
    • Agent Portal Overview
    • What I can see on my screen after I log in
    • Changing my password
    • What to do if I forget my login password
    • Agent Setup Guide
      • How to log in
      • Portal walk through
      • Status Settings
      • Making an internal call to another agent or group
      • Selecting how I receive calls
  • Communication
    • Configuring audio settings
    • Changing my contact method
    • Contacting a customer
    • Searching a queue
  • Status management
    • Using the status bar
    • Changing my current status
    • Indicating if I’m available or on a break
    • Making myself available on specific channels and/or queues only
    • Viewing the status of other agents and queues
  • Recent activity
    • Recent activity summary
    • Viewing detailed statistics
    • Viewing summary information for queues in my group(s)

Handling Calls

  • Inbound Calls
    • Answering a call
    • Having calls delivered to me automatically
    • Pick up a call that is ringing on another agent’s phone
    • Troubleshooting issues with receiving calls
  • Outbound Calls
    • Calling from the Outbound panel
    • Calling from the Quick Dial panel
    • Calling from your saved contacts
    • Calling from your recent calls list
  • Call Management
    • What I can see on my screen when I’m on a call
    • Using the call control buttons
    • Tasks to complete when your call ends
    • Recording a call
    • Transferring a call to a third party
    • Viewing recent calls
    • Receiving desktop notifications
    • Agent Scripts for calls

Handling Emails

  • Logging into your email server
  • Handling emails
  • Responding to an email
  • Sending an ad-hoc email
  • Activating an email
  • Forwarding an email
  • Parking an email
  • Classifying an email
  • Inserting text blocks
  • Selecting email attachments
  • Viewing and taking pending emails from queues
  • Deciding which queue’s items to take first
  • Returning or transferring an item to a queue
  • Viewing the history of an email
  • Viewing the activity timeline of an email

Handling SMS Messages

  • Sending an SMS message
  • Sending SMS messages during webchats

Handling webchats

  • Handling webchats
  • Responding to a webchat
  • Using the chat control buttons
  • Activate a webchat
  • Pausing a webchat
  • Inserting a template
  • Classifying a webchat
  • Extending or ending my wrapup time
  • Contacting a customer via the current chat session
  • Deciding which queue’s items to take first
  • Viewing pending webchats and taking webchats from queue(s)
  • Returning or transferring an item to a queue
  • Sending a chat history to the webclient
  • Flagging a webchat as abusive

Handling Payments

  • Managing Live Payments
  • Taking, sending or refunding a payment
  • Taking pending payment transactions from queues
  • Viewing payment transactions

Scheduled calls

  • Scheduled calls
  • Scheduling a callback for the current call
  • Scheduling a callback between calls
  • Viewing and changing times for scheduled callbacks
  • Making a scheduled callback

Contacts

  • Confirming a customer’s contact record
  • Managing contacts
  • Viewing a customer’s contact history
  • Contacting a customer by email or social media
  • Updating a customer’s details
  • Looking up a customer’s contact record
  • Creating a new contact record

Third-party CRM Platforms

  • Third-party CRM platforms overview
  • Using the Contact softphone within Salesforce
  • Using the Contact softphone within MS Dynamics
  • Using the Contact softphone within Zendesk
  • Troubleshooting
  • Care Connect
    • Care Connect introduction
    • Making outbound calls to patients
    • Receiving patient’s calls
    • Searching for patient’s details
  • ConConnect
    • Logging into ConConnect
    • Making an Outbound call using ConConnect
  • Home
  • Docs
  • Handling Calls
  • Call Management
  • Viewing recent calls
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Viewing recent calls

Your recent calls will be listed in your inbox so you can review calls you have recently made and received. Up to 50 calls can be displayed.

Recent calls

For each call, the following information is displayed:

  • Caller: Either the number of the caller or “Anonymous Caller”.
  • Queue: One of the following:
    • (Inbound calls) The queue in which the caller was held.
    • (Outbound calls) The queue that the outbound call appeared to originate from.
  • Service: The phone number of the service that was called.
  • Transferred To: The agent or queue to which the call was transferred.
  • Call Time: One of the following:
    • For inbound calls and callbacks: either the time that you answered the call or the time that your phone stopped ringing (i.e. the call timed out because it was not answered).
    • For outbound calls: either the time that the called party answered the call or the time that their phone stopped ringing (i.e. the call timed out because it was not answered).
    • For a call that is transferred to another agent (where an actual transfer takes place and not just a consultation): the time that the call was transferred to you.
  • Call Type: The type of call, such as Inbound Connected, Outbound Answered, or Missed Call.

An icon also denotes the call type:

IconDescription
Inbound call
Outbound call
Failed call

Filter recent calls #

There are filter options to make it easier to find specific recent calls:

IconDescription
View all recent calls
View inbound calls only
View outbound calls only
View answered calls only
View failed calls only
Note: Failed calls include dropped calls (the caller hung up before the agent answered or the agent hung up before the contact answered), missed calls (the agent did not answer or the outdial contact did not answer), and calls for which another failure occurred.

How did you find this training?
Transferring a call to a third partyReceiving desktop notifications
Table of Contents
  • Filter recent calls

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