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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
  • Inbound Calls
  • Troubleshooting issues with receiving calls
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Troubleshooting issues with receiving calls

If you are logged into the Agent Portal but experiencing issues with calls there are a few things you can check to troubleshoot the issue.

Check you are active for the Call Channel & Queues #

In order to receive calls, you must have the Call Channel enabled in your agent settings. You must also be active in an active Queue. Make sure you have both the Call channel and a Queue configured for incoming calls ticked.

Ask your Admin to check the Call Channel Setup #

You must have the correct configuration set up by your company admin which allows Agents to receive calls. Ask your admin if you are assigned correctly to a group that is configured to receive calls.

Verify Your Status is Available #

Make sure your status is set to “Available” within Horizon Contact. If your status is not set to available, it may prevent you from receiving calls.

If you use both a handset and a web browser to manage calls, you might notice that after ending a call on your handset, your current status still displays as Line Being Called, Line Busy, Line DND Set, or Line Off Hook. To resolve this issue, try resetting your status to “Available.”

Check Your Connection #

Ensure you have a stable internet connection, as Horizon Contact relies on internet connectivity to route calls. You may want to check your Wi-Fi or Ethernet connection to make sure it’s working properly

Check Audio Settings #

Ensure your microphone and speakers or headset are properly configured and functioning. The browser will also need to have the correct permissions configured for your microphone, otherwise you might not be able to receive or hear calls.

Contact Support #

If none of the above step’s help, reach out to your support team members. They may be able to investigate further and provide assistance.

How did you find this training?
Pick up a call that is ringing on another agent’s phone
Table of Contents
  • Check you are active for the Call Channel & Queues
  • Ask your Admin to check the Call Channel Setup
  • Verify Your Status is Available
  • Check Your Connection
  • Check Audio Settings
  • Contact Support

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