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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
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  • Agent Portal and Setup
  • Recent activity
  • Recent activity summary
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Recent activity summary

Within the agent portal, you can view a summary of your activity with statistics to help understand performance. It’s possible to view:

  • A summary of your own activity today
  • A more detailed statistics for both yourself and all agents in the queue(s) to which you are assigned

On the right of your screen is a summary of your activity today. For example:

Activity summary and statistics
Note: These statistics may not be displayed if personal performance data has been hidden by your company administrator.

Available statistics #

Channel Information #

Call Information

The following statistics are displayed:

IconStatisticDescription
Dial AttemptsThe total number of call attempts made to you and made by you. This comprises the call counts for Connected, Missed Calls and Dropped Calls, and includes calls that were allocated to you, but were not accepted, because you were busy, the caller hung up, the maximum ringing time was reached, etc.
ConnectedThe number of calls that you have handled. This includes calls in which the caller hung up after being connected.

Note: Calls are counted as handled (connected), missed or dropped. Only one of these categories can apply.
Dropped Calls
The number of call attempts made to you that were not answered, because the caller hung up. This would have happened after the caller dialled but before the call was picked up.

Note: If the caller hung up after they were connected, the call was considered to have been handled successfully and the statistic was added to the Connected count.

Note: Calls are counted as handled (connected), missed or dropped. Only one of these categories can apply.
Missed CallsThe number of calls that you have not picked up, because the maximum ringing time was reached. These calls went back in the queue and another agent was dialled instead.

Note: Calls are counted as handled (connected), missed or dropped. Only one of these categories can apply.

Email Information

The following statistics are displayed:

IconStatisticDescription
Total HandledThe total number of emails that you have handled.

KPIs #

The KPIs area shows summary statistics for Key Performance Indicators.

The following statistics are displayed:

IconKPIDescription
Call TimeThe total amount of time (in minutes and seconds) that you have taken to handle calls. The call handling time includes the Talk Time and the Wrapup Time.
Average Call TimeThe average time (in minutes and seconds) that you have taken to handle calls. The average call handling time includes the Average Talk Time and the Average Wrapup Time.
Talk TimeThe total amount of time (in minutes and seconds) that you took to handle calls. This includes time that you may have spent in consultation with another agent or supervisor, but not any time that you may have spent listening to announcements played to you when you answered calls.
Average Talk TimeThe average time (in minutes and seconds) that you took to handle calls. This includes time that you may have spent in consultation with another agent or supervisor, but not any time that you may have spent listening to announcements played to you when you answered calls.
Wrapup TimeThe total amount of time (in minutes and seconds) that you have spent wrapping up calls.
Average Wrapup TimeThe average time (in minutes and seconds) that you have taken to wrap up calls.
AvailabilityThe percentage of your calls that you have handled. This percentage takes into account calls that were allocated to you, but were not accepted by you, because you were busy, the caller hung up, your maximum ringing time was reached, etc.

Note: Only inbound calls are included. Outbound calls are not included.

Status Information #

The Status Information area shows key statistics for your working status.

The following statistics are displayed:

IconStatusDescription
IdleThe total amount of time (in hours, minutes and seconds) that you have been available, but not handling channel items (calls/emails/webchats/work items).
Work TimeThe total amount of time (in hours, minutes and seconds) that you have spent on handling channel items (calls/emails/webchats/work items).
Productive BreakThe total amount of time (in hours, minutes and seconds) that you have been on productive breaks.
Unproductive BreakThe total amount of time (in hours, minutes and seconds) that you have been on unproductive breaks (all categories).
LoginThe total amount of time (in hours, minutes and seconds) that you have been logged in.

How did you find this training?
Viewing detailed statistics
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  • Available statistics

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