CC Agent Environment¶
Note
This section describes the CC Agent application features. It is available as a web application from your Web Browser. It is also available as a desktop application with these additionnal features:
- show integrated popup when receiving call
- get keyboard shortcut to answer/hangup and make call using Select2Call feature
- handle callto: and tel: links
- be able to minimize the application to a side bar
To install the desktop application, see the desktop application installation page.
What is the CC Agent application ?
CC Agent is a Web application for contact center operators. Some parameters for Recording, Callbacks, Queue control, Pause statuses and Sheet popup may be configured. Instructions can be found in the configuration section.
- From the interface you will be able to :
- Manage your activities you are subscribed to receive calls.
- See the customer history inside your organization when a call is coming
- Interact with your phone from the call control panel
- Get some real time statistics of your session
The web application can either be displayed in a minimal bar or be extended as seen in screen shot below when launched as standalone application. See desktop application.
Warning
The application offers support for the WebRTC lines, currently there’s a limitation on complementary services like conference or second call which are partially supported.
Login¶
Enter your XiVO client username, password and phone set you want to logged to on the login page.
If you are using Kerberos authentication and enabled SSO (see Kerberos Authentication), then you only have to set your phone set number, the authentication and login will be done automatically:
Statistics¶
At the top of the application, computed statistics from XUC are displayed to monitor the agent activity. Simply hover the icon to know its definition.
They are updated once current action is over.
Activities¶
Once logged in you are automatically redirected to activities
view, this view contains the list of activities you are registered in.
Hovering an activity triggers a popover which displays some real-time statistics about call distribution in this queue. You may also call or transfer a call to an activity using the displayed phone icon
It is possible to filter on favorite activities just by clicking My activities
check box.
Activity management¶
You can manage subscription
if allowed globally for the application (see CC Agent configuration). If enabled you will be able to enter/quit an activity just by clicking on checkbox associated to it.
Each time you enter an activity, it is automatically added to your favorites. At any time you can remove it by clicking on minus sign next to the name in My activities
view.
Note
You can remove an activity if and only if you are not already registered in.
It’s also possible to enter all your favorites activities just by one click on All
checkbox.
User directory search¶
When using the Agent interface, you can at any time search for a user existing in your directory:
Known limitations¶
- The search support is limited so far to simple words without spaces and simple characters.
Agent list¶
When clicking on the Agents
menu, you will see displayed, all the agents of your group. By hovering one of them, you will quickly find his current state (ready, calling, in pause…)
A simple click on the phone icon when agent is hovered will trigger a call to its phone number associated.
Call tracking & control¶
When using the Agent interface, you will see your current calls at the top of the screen:
This panel will display the current caller name & number and also the associated activity if the call came from one. You also have two indicator on the right side letting you know if the call is currently recorded and if the call is currently listened by a supervisor.
By hovering your mouse on the call line, an action pane will slide to display action button on the related call. The available buttons depend on the call state.
The Agent interface use Desktop notification but this feature needs to be enabled from the browser window when logging in:
Known limitations¶
- The transfer support is limited, to transfer a call you need to write the number to the search field, then click the attended transfer button and then you can complete the transfer by the complete transfer button.
- Conference and second call except the attended transfer are not supported for agents with webRTC lines.
Also see the phone integration Known limitations.
Agent Call history¶
First menu History
tab is displaying the call history of connected agent.
Information shown in the call list are :
- destination number or name of callee if call is emitted
- source number or name of caller if a call is received or missed
- Call icon status and call start date
By clicking on phone icon you will be able to call back if needed.
Warning
Pay attention that agent history is not the phone device history, but his call activity independently the device he is connected to. Actually when agent is logged out, if a call is received on his last used phone, nothing will be shown in his history.
Note
A call answered by another agent from the queue, will appear as answered in the history of the first agent.
Customer Call History¶
Meanwhile phone is ringing or discussion is ongoing, it is possible to have a quick overview of the customer call history of the caller just by clicking information
menu.
The customer history is displayed from most recent to last one with an icon to know quickly waiting time of current or previous call :
- agent with grey play icon states for current call
- agent with red bubble icon states for an unanswered call
- agent with green bubble icon states for an answered call
Note
If a call is answered (green icon), hovering the line will give the name of the agent who took the call.
Customer Call Context¶
Second tab of information
menu displays all attached data enriched to the ongoing call or display Sheet fields if you are using Sheet Configuration.
The customer history is displayed from most recent to last one with an icon to know quickly waiting time of current or previous call :
It’s also possible to trigger either to open a web page, see Screen Popup or completely integrate a third party application while agent is having calls, see Configuration.
Callbacks¶
This view allows to manage callback request see Processing Callbacks with CCAgent for details.