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Scenario

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The Smart Call company organizes a 24/7 call center for its sales and support departments.

  • When callers dial the call center number (12035556217), they hear the “Thank you for calling Smart Call!” greeting and then “For Sales, press 1; for Support, press 2.”
  • After callers press 1 (or 2) on their phones, they hear “Your call is being transferred to Sales” (or “Your call is being transferred to Support”), whereupon their calls are redirected to the corresponding call queue.
  • Each caller hears two announcements:
    • What is the caller number in the call queue.
    • The estimated wait time.
  • Custom music plays while a caller is on hold in a call queue.
  • To avoid a situation where, due to high call volume the wait time grows too long, Smart Call limits the maximum number of waiting callers to 50. When this number is reached, the next call is disconnected.

Preface

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Before you create a call queue, you must configure cloud PBX services according to the instructions provided in the Cloud PBX services handbook. We assume that you have already done this, and that you now have two working hunt groups called “Sales Department” and “Support Department”, and an account with ID 12035556217 that will receive incoming calls and send them to a call queue. Turn on Auto Attendant for this account as described in the Enable the Auto Attendant Service for an Account section of the Configuring Auto Attendant Functionality handbook.

Now you can create and configure the call queues named “Sales Department” and “Support Department” as described in this handbook.

Note that the call queue language prompts depend on the preferred IVR language for the Auto Attendant. Please refer to the Configure the language for Auto Attendant section of the Configure the Auto Attendant Functionality handbook for more details.

Checklist

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Operation

Done

Create a call queue

Configure the auto attendant ROOT menu

Create call queues

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Create call queues

  1. On the customer self-care interface, go to the Cloud PBX tab.
  2. From the menu on the left side of the page, choose Call Queues.
  3.  Click image006 Add.

    Call Queue configuration

  4. Define the following parameters:
    • Hunt group name – the arriving to this queue call is then transferred to the corresponding hunt group. Select Sales Department.
    • Hunt group number – the number that end users dial to access the hunt group. This is a read-only value that appears automatically after you have selected a hunt group.
    • Dispatch calls to busy extensions – when this checkbox is selected, the calls from the call queue are directed to agents even when they are already on the phone.
      This option is enabled by default for all call queues configured prior to MR103 (for backward compatibility).
    • DTMF to confirm queue exit – this is the DTMF code that callers should dial to exit the call queue and take a specific action, e.g., leave a voicemail (the action depends on the Take action field). The default code is “0”.
    • Timeout for caller input, seconds – this defines the time period when callers can dial the DTMF code. The default period is 9 seconds after the announcement that suggests taking a specific action (the action is defined in the Take action fields).
    • Announcements interval – this defines how often callers hear announcements about the number of callers ahead of them in the queue and the estimated wait time until someone attends to them. The default value is 5 minutes.
    • Placing into queue
      • Maximum incoming calls set on hold – the maximum number of calls that can be placed on hold within this queue. Type “50.”
      • Upon reaching this limit
        • play prompt file – you can upload a file with a custom announcement so that it will be played (instead of the default announcement) for users when their call can’t be placed in the call queue because the maximum number of incoming calls has already been reached. The default value for the maximum file size is 3 MB.
        • wait for user confirmation – when this checkbox is selected, callers have to dial the DTMF code, e.g., “0” to take action (the code is specified within the DTMF to confirm queue exit option). By default, this option is disabled and the action (defined in the Take action field) will be taken automatically.
        • take action – this defines the action taken automatically or upon confirmation when the maximum number of incoming calls is reached (for example, if the maximum number of calls set on hold is 100, and there is the 101st call). You can leave the default Disconnect option and when the maximum number of calls is reached, the next call is disconnected. The other possible options are Redirect to extension, Redirect to extension’s voicemail, Redirect to another call queue, Return to Auto Attendant menu.
    • Waiting in queue
      • Announce number of callers ahead of them in the queue – when this checkbox is selected, callers hear an announcement stating the number of callers ahead of them in the queue.
      • Announce estimated wait time – when this checkbox is selected, callers will hear an announcement stating the estimated wait time. Estimated wait time is calculated as (Average handle time)*(Number of callers ahead)/(Number of operators).
      • Average handle time, minutes – the expected average processing time for each call in minutes. This value is used for calculating the estimated wait time that is then announced to the callers. Type “5.”
      • Play music on hold – enable this option to record/upload a melody (or announcement) that is played for users who are waiting on hold in the call queue.
      • Music on hold file – record or upload an audio file to be played:
        • To record a melody, click record Record, play a melody, and when you are finished, click stoprecording Stop.
        • To choose a prerecorded audio file, click browse Browse, locate and select the file you want to use, and then click Open. The default value for the maximum file size is 3 MB.
      • Maximum waiting time, minutes – this is the time limit for the callers to wait in the call queue before they hear the announcement suggesting them to take a specific action, e.g., “Redirect to voicemail”.
      • When this time passes
        • play prompt file – you can upload a file with a custom announcement so that it will be played (instead of the default announcement) for callers waiting in the call queue. The default value for the maximum file size is 3 MB.
        • wait for user confirmation – when this checkbox is selected, callers have to dial the DTMF code, e.g., “0” to take action (the code is specified within the DTMF to confirm queue exit option). By default, this option is disabled and the action (defined in the Take action field) will be taken automatically.
        • take action – this defines the action taken automatically or upon confirmation when the waiting time limit is reached. You can leave the default None option which means that the call remains in the queue until it is either connected to an available agent or dropped by the caller. The other possible options are Redirect to extension, Redirect to extension’s voicemail, Redirect to another call queue, Return to Auto Attendant menu.
    • Ringing operators
      • Maximum ringing time, seconds – this defines the maximum period that the first caller in the queue (that is being connected with a specific agent) can wait until the agent picks the call up.
      • When this time passes
        • play prompt file – you can upload a file with a custom announcement so that it will be played (instead of the default announcement) for callers waiting to be connected with an agent. The default value for the maximum file size is 3 MB.
        • wait for user confirmation – when this checkbox is selected, callers have to dial the DTMF code, e.g., “0” to take action (the code is specified within the DTMF to confirm queue exit option). By default, this option is disabled and the action (defined in the Take action field) is taken automatically
        • take action – this defines the action taken automatically or upon confirmation when the ringing time limit is reached. You can leave the default None option, which means that PortaSIP periodically continues to try and connect that first call in the queue until it is either answered by an available agent or dropped by the caller. The other possible options are Redirect to extension, Redirect to extension’s voicemail, Redirect to another call queue, Return to Auto Attendant menu.
  5. Click image012 Save.
  6. To create a call queue for the support department, repeat steps 3–5, but from the Hunt group list, select Support in step 4.

Configure the auto attendant ROOT menu

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Now you need to configure the Auto Attendant so that it can send calls that arrive to the number 12035556217 to the call queues created in the Create Call Queues section.

Configure the phone line for auto attendant

  1. On the customer self-care interface, go to the Cloud PBX tab.
  2. From the menu on the left side of the page, select Phone Lines.
  3. Select the 12035556217 phone line from the list and click Screen9 Configure.

    Edit the ROOT menu

  4. On the Edit Phone Line page, go to the Cloud PBX tab.
  5. From the menu on the left side of the page, select Auto Attendant.
  6. Select the ROOT IVR menu from the list and click http://www.portaone.com/resources/help/mr34/account_sc/auto_attendant_edit_files/image006.gif  Edit.

    Specify the time interval

  7. On the General tab, in the Active section, specify the time interval during which this menu is active. Select Always.

    Add the prompts

  8. Go to the Prompts tab, and upload or record the two following prompts:
    • Intro – a prompt to be played when the menu is entered for the first time. Upload or record “Thank you for calling Smart Call!”
    • Menu – a prompt that informs a caller about available choices. Upload or record “For Sales, press 1; for Support, press 2.”

      Add the actions

  9. Go to the Actions tab, and create two actions – instructions for the Auto Attendant on how to process callers’ inputs.
    1. Click image006 Add.
    2. In the Add New Action dialog box, specify the following parameters:
      • User Input – what button callers press on their phones to choose a corresponding action. Select 1.
      • Action – what Auto Attendant should do upon user input specified in User Input. Select Queue Sales to define that Auto Attendant should transfer calls to the call queue called “Sales Department”.
      • Play Before Action – when this check box is selected, the prompt specified in Play/Record Prompt is to be played before an action is performed. Select this check box.
      • Play/Record Prompt – a prompt to play before an action is performed. Upload or record “Your call is being transferred to Sales”.
    3. Click Update.
    4. Repeat steps a–c, but select User Input2, ActionQueue Support and for the Play/Record Prompt option upload or record “Your call is being transferred to Support” in step b.

      Add the input errors prompts

  10. Go to the Input Errors tab and specify the following parameters:
    • On Timeout – a prompt to play when a caller does not make a choice before timeout. Upload or record “Please make your choice.”
    • On Unavailable Selection – a prompt to play when a digit or a sign that callers press on their phones has not been configured in Auto Attendant. Upload or record “This option is not available.”
    • Disconnect the call afterinput errors – specify the number of input errors allowed until the call is disconnected. The default value is 3.
  11. Click image012 Save.

You can always add more levels in the Auto Attendant menu and/or configure them differently to how the ROOT menu is described here. For more information on Auto Attendant configuration and available options please refer to the Configuring the Auto Attendant Functionality handbook.

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