Skip to content
  • Feedback
  • Homepage
  • University Clearing
  • University Clearing
  • Getting Started
  • Handling Calls
  • Classic Home
  • End User License Agreement
  • Administrator Knowledge Base
  • Supervisor Knowledge Base
  • Agent Knowledge Base
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
  • Agent Portal and Setup
  • Getting started
  • Agent Setup Guide
  • Making an internal call to another agent or group
View Categories

Making an internal call to another agent or group

Internal calls to other agents or groups of agents can be placed from the WebRTC softphone built into your Agent Portal.

Make an internal call #

  1. In the Outbound dialog click the call icon and the Outbound call dialogue will be displayed
  2. For From, select the calling queue (group) that the internal call should appear to originate from
    • If your company administrator has set a default calling queue and you are happy to use this, you do not need to select a calling queue. However, if you want calls to appear to originate from a different calling queue (because, for example, you are assigned to several queues with different contact numbers), you need to select that specific queue from the dropdown list.
  3. Then either:
    • Use the dialpad to enter the number to call
    • Select the agent or number to call from the Destination dropdown list. Only agents who are currently logged in and available are listed. If required, you can search on an agent’s name or number
  4. Click Call
  5. When connected, you will see the call control buttons
Note: When you make an internal call, you are marked as “busy” and so are unable to handle incoming calls or other items. If the agent who you are calling answers your call, they are also are marked as “busy”, preventing them from receiving other Contact calls whilst on an internal call.
Outbound call dialog

How did you find this training?
Status SettingsSelecting how I receive calls
Table of Contents
  • Make an internal call

End User License Agreement