CC Agent configuration

Recording

Recording can be paused or started by an agent.

Recording On

Recording Paused

../../../_images/agent_recording_on.png
../../../_images/agent_recording_pause.png

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.

../../../_images/ccagent_activities.png

Activity’s Failed Destination Configuration

An agent can see and change the sound file played to the caller when the Activity is temporarily closed [1].

For this to work the XiVO Administrator needs to:

  1. import sound files in the XiVO PBX with the queue name prefix,

  2. configure the default queue,

  3. give the rights to the XiVO User.

1. Import sound files in the XiVO PBX

To see the sound files, a XiVO Administrator must import them with the queue name prefix as described below:

  • Given the queue Sales with its Name being sales,

  • Given I want to have two messages available for this queue:

    • closed_during_afternoon (‘We are closed this afternoon …’)

    • in_a_meeting (‘Currently in a meeting …’)

  • Then, as a XiVO Administrator I MUST import these sound files with the prefix sales_. For each file, do:

    • Go to Services ‣ IPBX ‣ IPBX Services ‣ Audio files

    • Click to Add a file

      • File name: select the file on your disk

      • Directory: select playback directory (this is mandatory)

    • When file is added, edit it and prefix the file name with the queue name followed by an underscore, in our exampe sales_

Said differently the agent will be able to see and set all sound files prefixed with the queue name.

2. Configure the default queue for dissuasion in the XiVO PBX

You can configure a default queue for dissuasion by setting the queue name in defaultQueueDissuasion in application.conf. This option once set, will show the queue in the dissuasion dropdown. You can also use QUEUEDISSUASION_DEFAULT_QUEUE environment variable in /etc/docker/xivo/custom.env file on the XiVO PBX and restart the services with xivo-dcomp up -d.

3. Give the rights to the XiVO User

To see/change the dissuasion destination via the CC Agent or CC Manager, a XiVO User must have a supervisor right with Update dissuasion access. To do this a XiVO Administrator must connect to the configmgt (https://XIVO_IP/configmgt) and configure the user with:

  • Profile: Supervisor

  • Access: check the box Update dissuasions

  • Queues: select the queues the user can see

See Profile Management.

On hold notification

You can configure notifyOnHold (in seconds)) in application.conf, this option once set, will trigger a popup and a system notification to user if he has a call on hold for a long time. You can also use NOTIFY_ON_HOLD environment variable in /etc/docker/compose/custom.env file.

Pause Cause and Status

Custom pause status can be configured in XiVO.

With this feature the agent can specify his pause type (“Out to lunch”, “Backoffice - Mail” …) This pause type will be seen:

  • by the other agents,

  • and also the manager in the CC Manager application

../../../_images/agent_pause_status.png

To customize the pause status you need to:

  • go in Services -> CTI Server -> Status -> Presences.

  • then go in the xivo presence group

Note that when you open the pause menu you can also use the search bar to filter out pause statuses.

../../../_images/agentpausecauses.png

Inside the presence group you need to add a new presence with:

  • a name

  • a display name

  • color and other status available are currently not used

  • and in Action you need to add the action Activate pause to all queue with the value true

Note

Optional You can edit ready presence defined with an action Disable pause to all queue to fallback to be available whenever the agent reconnects back to CCAgent. For example, you closed the webpage, or did a F5 refresh. Once you reconnect you will be put in ready state. By default, if you don’t add option to ready state, you will reconnect with last presence state known.

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

../../../_images/readytopause.png
../../../_images/pausetoready.png

Note

Presence color are not taken into account in the CC Agent (or CC Manager) application. They all will be displayed in Red.

Screen Popup

This section has been moved to configuration

Run executable

This section has been moved to configuration

Login or 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 devices releasenotes).

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>

  • 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:

  1. On on XiVO PBX edit /etc/xivo-xuc.conf and change variables:

    • XUC_SERVER_IP to IP address of XivoCC

    • XUC_SERVER_PORT to port of XUC Server (default is 8090)

  2. On XiVO CC (XuC) check that the XiVO PBX IP is in the list of host allowed to use the Deprecated APIs (see DEPRECATED_API_HOST)

  3. Configure function key on user (example with user 1000, 1001 and agent 8000 associated to user 1000):

    • Open Services > IPBX > IPBX settings > Users

    • 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

    • For Login/Logout agent on phone 1000 set:

      • Type: Customized,

      • Destination: ***301000,

      • Label: Login,

      • Supervision: Enabled

    • For Login/Logout agent 8000 on phone 1001 set:

      • Type: Customized,

      • Destination: ***301001*8000,

      • Label: LoginOn1001,

      • Supervision: Enabled

../../../_images/agent_funckey.png

Listened advertisement using function keys

You can configure a Listened key on agent phone to warn him when his conversation is listened by a supervisor.

Behavior

  • Listen key:

    • LED of phone key will be lit if supervisor starts to listen to agent’s conversation (see Agents actions)

Configuration

To configure add a customizable function key:

  • Listened: the phone key will be lit when the agent’s conversation is listened to by the supervisor. Configuration pattern (see also below):

    • ***35<PHONE NUMBER> : it will toggle listened status for agent loged on phone <PHONE NUMBER>

  1. Configure function key on user (example with user 1000):

    • Open Services > IPBX > IPBX settings > Users

    • Edit the user, open Func Keys tab and add keys like:

    • For Pause/Unpause agent logged on phone 1000 set:

      • Type: Customized,

      • Destination: ***351000,

      • Label: Listened,

      • Supervision: Enabled

  2. Activate option for xucserver: see Warn agent when spied section.