CC Agent configuration¶
Recording¶
Recording can be paused or started by an agent.
Recording On | Recording Paused |
---|---|
This feature can be disabled by changing showRecordingControls
option in file application.conf
.
You can also set the environnment variable SHOW_RECORDING_CONTROLS
to false for your xucmgt container in /etc/docker/compose/custom.env
file. When disabled the recording status is not displayed any more
Activity (Queue) control¶
By using the showQueueControls
option in application.conf, you may allow an agent to enter or leave an activity.
You can also use SHOW_QUEUE_CONTROLS
environment variable in /etc/docker/compose/custom.env
file.
Pause Cause and Status¶
You can configure XiVO to have the following scenario:
- The agent person leaves temporarily his office (lunch, break, …)
- He sets his presence in the CCAgent to the according state
- The agent will be automatically set in pause and his phone will not ring from queues
- He comes back to his office and set his presence to ‘Available’
- The pause will be automatically cancelled
By default the pause action from the agent cannot be specified with a specific cause such as Lunch Time, or Tea Time. To be able to use a specific cause, you will have to define new Presences in the cti server configuration.
You define presences with action Activate pause to all queue to true, for not ready causes, and you must have one presence defined with an action Disable pause to all queue to be able to go back to not ready. When this presences are defined, you must restart the xuc server to be able to use them in ccagent, these presences will also be automatically available in CCmanager and new real time counters will be calculated.
Presence from ready to pause | Presence from pause to ready |
---|---|
Screen Popup¶
It is possible to display customer information in an external web application using Xivo sheet mecanism.
- Tab General Settings: Give a name
- Tab Sheet: You must define a sheet with two fields
folderNumber
- field type =
text
- It has to be defined. Can be calculated or use a default value not equal to “-“
- Note: You could leave “empty” using a whitespace (in hexadecimal: %20)
- field type =
popupUrl
- field type =
text
- The url to open when call arrives : i.e. http://mycrm.com/customerInfo?folder= the folder number will be automatically appended at the end of the URL
- field type =
:- : Choose the right events for opening the URL (if you choose two events, url will opened twice etc.)
Example : Using the caller number to open a customer info web page
- Define
folderNumber
with any default value i.e. 123456 - Define
popupUrl
with a display value of http://mycrm.com/customerInfo?nb={xivo-calleridnum}&fn= when call arrives web page http://mycrm.com/customerInfo?nb=1050&fn=123456 will be displayed
Login and Pause management using function keys¶
You can configure Login or Pause keys on an agent phone. Their state will be synchronized with the state in XiVO CC applications.
Behavior¶
Login Key:
- change status of agent: login if it was logged out, and logout if it was logged in
- LED of phone key will be updated accordingly as well as the status in XiVO CC applications (CCAgent…)
- if you login/logout via XiVO CC applications (CCAgent…), status will be updated and phone key LED will be updated.
Pause key:
change status of agent: pause if it was ready, ready if it was paused or in wrapup
LED of phone key will be updated accordingly as well as the status in XiVO CC applications (CCAgent…)
if you pause/unpause via XiVO CC applications (CCAgent…), status will be updated and phone key LED will be updated
Wrapup: if agent is on wrapup, the phone key will blink. If you press key while on wrapup, agent status will be changed to ready
Note
- The key blinks on Snom and Yealink phone sets. It doesn’t blink on Polycom phone sets.
- To be able to terminate Wrapup via the key on Snom phones you must use correct version of plugin (see Plugins release notes).
Configuration¶
There are two types of customizable function keys that can be used
Login: it will toggle login/logout of agent. There are two configuration patterns (see also below):
- either
***30<PHONE NUMBER>
: in this case it will ask for agent number and will then login the given agent on phone<PHONE NUMBER>
- or
***30<PHONE NUMBER>*<AGENT NUMBER>
: in this case it will log agent<AGENT NUMBER>
on phone<PHONE NUMBER>
- either
Pause: it will toggle pause/unpause of agent (and will blink if agent is on Wrapup). Configuration pattern (see also below):
***34<PHONE NUMBER>
: it will toggle pause/unpause of agent logged on phone<PHONE NUMBER>
To use it you must:
On on XiVO PBX edit
/etc/xivo-xuc.conf
and change variables:XUC_SERVER_IP
to IP address of XivoCCXUC_SERVER_PORT
to port of XUC Server (default is 8090)
Configure function key on user (example with user 1000, 1001 and agent 8000 associated to user 1000):
Open
Edit the user, open Func Keys tab and add keys like:
For Pause/Unpause agent logged on phone 1000 set:
- Type:
Customized
, - Destination:
***341000
, - Label:
Pause
, - Supervision:
Enabled
- Type:
For Login/Logout agent on phone 1000 set:
- Type:
Customized
, - Destination:
***301000
, - Label:
Login
, - Supervision:
Enabled
- Type:
For Login/Logout agent 8000 on phone 1001 set:
- Type:
Customized
, - Destination:
***301001*8000
, - Label:
LoginOn1001
, - Supervision:
Enabled
- Type: