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Agent Knowledge Base

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
  • 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

  • Introduction to Webchat
  • Using Webchat
  • Using Webchat Templates
  • Activating and Parking a Webchat
  • Transferring Webchats
  • Classify and Wrap-up a Webchat
  • Sharing Chat History with a Customer
  • Webchat
    • Handling webchats
    • Responding to a webchat
    • Activate a webchat
    • Sending a chat history to the webclient
    • Flagging a webchat as abusive
    • Returning or transferring an item to a queue
    • Viewing pending webchats and taking webchats from queue(s)
    • Deciding which queue’s items to take first
    • Contacting a customer via the current chat session
    • Pausing a webchat
    • Using the chat control buttons
    • Extending or ending my wrapup time
    • Inserting a template
    • Classifying a webchat

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
  • CRM Troubleshooting
  • CareConnect
    • CareConnect 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

Troubleshooting

  • Capturing intermittent faults using Bug Tracking
  • Troubleshooting issues with receiving calls
  • Checks to resolve issues with WebRTC
  • Diagnosing Call Quality Issues with WebRTC Diagnostics
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  • Docs
  • Call Queues
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Call Queues

<Call Queue> #

For each call queue to which you are assigned, this lists the calls in that queue. You can select a particular call queue from the dropdown list.

If you are currently available, you can pick up a call from the queue by selecting the appropriate call in the list and clicking:

The call is then moved to your Inbox and call information is displayed in the current call window.

<Call Queue> – Summary #

An at-a-glance view of the number of calls and agents that are assigned to this call queue. The following information is displayed:

Queue Length
The number of calls currently in the queue.

Queue Availability
The number of connected calls (answered calls), as a percentage of the total calls in the queue.

Queue Service Level
A live measurement of the service level – the percentage of incoming calls that are currently being answered within the target time period.

Agents
The number of agents who are assigned to this queue.

Agents Available
The number of agents who are currently available.

Calls With Agents
The number of callers who are currently talking to agents.

Queue Priority Callers
The number of priority callers who are waiting in this queue.

Longest Wait
The longest time (in minutes and seconds) that a caller has spent waiting in this queue.

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