For Supervisor or Manager role.
Configure DNIS (Facility)
In the sample inbound diagram, DNIS is 5629920. This is the first VDN that receives the inbound call that helps us to identify the Caller ID (ANI).
The steps to add new DNIS as below:
- Menu navigation: Configuration → Screen Pop→ DNIS
- Click Add button
- Enter the required information and click Update button
Ref: To add new a DNIS:
Step-by-step guide
If the system shows this message, you created successfully a DNIS.Related articles
Configure Skill Extension
In the sample inbound diagram, Skill extension is 1037495. This is the Hunt Group Extension (not Skill ID).
The steps to add new Skill extension as below:
- Menu navigation: Configuration → Screen Pop→ Skill Extension
- Click Add Skill Extension button
- Enter the required information. Make sure:
- Hunt Type is "Hunt Skill"
- Registered checkbox is checked
- Click Update button
1. Create an agent account to login to the agent dashboard.
Login web application with administrator privilege to create the agent account.
Access to https://your-server-name/LinkScopeWeb, and then log in to the web application using your credential information.
Step 1: Create a VDN.
An agent VDN is a queue for the caller to wait before talking to an agent.
Step 1.1: Navigate to the following: Configuration→ Screen Pop→VDN
Step 1.2: Click
Step 1.3: Enter the required information:
• VDN: A number to identify the Skill/Queue
• VDN Name: Skill/Queue name
• VDN Type: Agent VDN
• Associated DNIS: The DNIS received an inbound call before routing the call to the queue.
• Language: English
• Survey Number: 0
• Actual Queue: Select a queue from the dropdown
• Route to Next VDN: blank.
• Media Type: Phone Call, Chat
Step 1.4: Click
Step 2: Create an agent account.
Step 2.1: Navigate to the following: Configuration→ Screen Pop→ Agent
Step 2.2: Click
Step 2.3: The required information:
• Agent ID: 50015
• Agent Name: Primas Agent
• Agent Password: 50015
• Agent Skills: 20031, 20032, 20033
Agent Skills are the above created VDN.
Step 2.4: Click
Step 3: Create an agent extension
Note: Agent ID and Extension are the same.
Step 3.1: Navigate to the following: Configuration→ Screen Pop→ Agent Extension
Step 3.2: Click
Step 3.3: Enter the following example:
• Extension: 50015 (the same name as the agent ID)
• Extension Type: Live Agent Extension
• Phone number: 7412309890
• Registered: Click this checkbox
• Allow Remote Login: Click this checkbox
• Enable WebRTC: Click this checkbox
Step 3.4: Click
Step 4: Create a web notifier account for the agent.
Step 4.1: Navigate to the following: Configuration→ Screen Pop→ Notifier User
Step 4.2: Click
Step 4.3: Enter the following example:
• User Name: 50015
• Email: 50015agent@gmail.com
• Location: Genfinity 1 (choose the location the agent belongs to)
• Password: 50015
• Confirm Password: 50015
Step 4.4: Click
2. View contact report
View contact report to hear the conversation record between the agent and the customer.
1. Navigate to the following: Report → Contact Report
2. Chose contact report type: Contact report detail with recoding
3. This is the contact report
3.1 Search
• Date: Search for day
• Agent: Search for agent ID
• Skillset: Search for skillset(It is VDN)
• Facility: Search for facility
• Exclude Selected Skillsets
3.2 The detail record
Click Play to hear the record.
3.3 This is the record
For the agent role.
Login web application
Login web application with agent role to using agent dashboard.
Access to https://genfinity.primas.net/LinkScopeWeb, enter the agent of login information is just created.
Navigate to menu Dashboard → Agent
From the Agent page, click this button
Enter the login information
Click
The agent dashboard
The outbound calls.
This feature allows agents to initiate a phone call using call control:
Clicking this button, the system will display the below capture
The agents enter the phone number at the text box
Then click Dial
The system makes a call to the phone number of the customer
The states.
The states include Ready and Not Ready to receive a phone call.
The agents can click these buttons to change the working status.
Logout.
Clicking this button allows the agents to logout the agent dashboard.
The hidden components.
The switch agent state
This below capture is agent state which can be Ready or Not Ready
Clicking this switch to display the agent state or hide on the agent dashboard
The switch call control
This is call control when having incoming calls to agents
The agents can click this switch to display the call control or hide on the agent dashboard
The switch queue info
The below capture is queue info
Clicking this switch to display the queue info or hide on the agent dashboard.
The switch agent info
The capture below is agent info
Clicking this switch to display the agent info or hide on the agent dashboard.
The switch screen pop
The screen pop consists of the detailed information pops to go with the specific call.
Clicking this switch to display the screen pop or hide on the agent desktop.
The switch notification
The notification is a small notification in the right below of the screen.
Clicking this switch to display the notification or hide on the agent desktop.
Note: The agent need to click this button to make the agent is ready to receive a phone call from a queue that the agent belongs to.
The detailed queue info.
The capture of queue info has two parts: the left table and the right side.
The left table displays five columns: Skillsets, Calls In Queue, Agent Signed In, Oldest Call Waiting, Agent Closed.
Contents | Description |
Skillsets | Agent skill set |
Calls In Queue | All calls waiting in the queue |
Agent Signed | Show how many agents signed in the specific skill set |
Oldest Call Waiting | The longest time wait in the queue |
Agent Closed | Number of agents not ready |
The right side displays all information of the focused row on the left table.
The detailed agent info.
The agent information includes:
Contents | Description |
Extension | Extension of agents |
Agent ID | Agent ID |
Agent Name | Name of agents |
State | Work state |
Talk Time | Total time the agents spend talking to the customer |
Total Call | Total incoming call |
Total Answer | Total calls are answered |
Total Abandon | Total calls are abandoned |
Total Open | Total time the agents spend in ready |
Total Close | Total time the agents spend in not ready |
Last Login | The last login time of the agents |
Last Time In State | The last time in the state of agents |
Activity | All detailed activity of agents |
The agent activity report.
At the detailed agent info table, the agents click the blue arrow to go to the agent activity report.
This is the agent activity report.
Search
The agents can search at 4 fields: Extension, Agent ID, From Date, To Date. Then click Search to receive the result.
Summary
Contents | Description |
Total Not Ready (Close) | Total time the agents spend in not ready |
Total Ready (Open) | Total time the agents spend in ready |
Last Login | The last login time of the agents |
Last Logout | The last logout time of the agents |
Last Time In State | The last time in the state of agents |
Total Calls | Total incoming call |
Answered Calls | Total calls are answered |
Talk Time | Total time the agents spend talking to the customer |
Abandoned Calls | Total calls which ring to the agent but agent not answer today |
Abandon Rate | Abandon rate today |
AVG Answer delay | Average time to wait for the customer |
Activity
The system will report for agent activity for 4 categories
• Call activity
• ACD Login/Logout activity
• Change State activity
• Notifier Login/Logout activity
The activity default shows all activity includes: ACD Login, Agent Status, Notifier Login, Call Activity. The agents can select one of these.
Situation 1: The agents can choose only ACD Login, the activity includes: Login and Logout
Situation 2: The agents can choose only Agent status, the activity includes: Ready and Not Ready
Situation 3: The agents can choose only Notifier Login, the activity includes: NotifierLogin and NotifierLogout
Situation 4: The agents can choose only Call Activity, the activity includes: Ring, Answer, CallEnd, PlaceCall, Transfer, Conference, Hold, Retrieve