Release

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.

    Configure the call queue

  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.
    • Maximum
      incoming calls set on hold
      – the maximum number of calls that can
      be placed on hold within this queue. Type “50.” When this number is reached,
      the next call is disconnected.
    • Announce
      number of callers ahead of them in the queue
      – when
      this check box is selected, callers hear an announcement stating the number
      of callers ahead of them in the queue.
    • Announce
      estimated wait time
      – when this check
      box 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.”
    • Interval
      between announcements, minutes
      – 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.
    • 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.
  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

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 after
      ...input 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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