White Paper UC for Business Agent Desktop NEC Australia nec.com.au UC for Business - Agent Desktop White Paper Table of Contents Introduction............................................................................................................................................................ 3 Overview................................................................................................................................................................. 3 How Does Agent Desktop Work?......................................................................................................................................................... 3 Business Drivers.................................................................................................................................................................................... 3 Typical Contact Center Needs.............................................................................................................................................................. 3 Agent Desktop Presence and Voice Messaging.................................................................................................................................. 3 Key Features and Benefits................................................................................................................................... 4 Supervisor Features............................................................................................................................................................................... 4 Supervisor Benefits............................................................................................................................................................................... 4 Agent Features....................................................................................................................................................................................... 5 Agent Benefits....................................................................................................................................................................................... 5 Examples................................................................................................................................................................ 7 Agent Desktop view showing queues........................................................................................................................................... 7 Online help...................................................................................................................................................................................... 8 Demand a call while on a break.................................................................................................................................................... 9 Typical call delivery screen.......................................................................................................................................................... 10 Agent status indicators................................................................................................................................................................ 11 Presence – a personal presence page........................................................................................................................................ 12 Presence status indicators.......................................................................................................................................................... 13 Agent notification toaster pops................................................................................................................................................... 13 Quick search from the contact field............................................................................................................................................ 14 Phonebook search....................................................................................................................................................................... 15 NEC Australia © 2010 2 UC for Business - Agent Desktop White Paper • Introduction NEC’s UC for Business (UCB) Agent Desktop module brings the power of the LAN directly to contact center agents. Agents can handle • multiple phone calls, emails, faxes, web chats and callback requests – all from their Agent Desktop application. With NEC’s UC for Business Agent Desktop, contact center managers can view real-time information on queue and agent performance across • Automatic delivery, queuing and reporting of multimedia call types improves response times and has positive effects on customer satisfaction levels. One solution from one vendor. Agents can answer all methods of customer contacts – phone, email, web callback, web chat and fax using one application. There’s no longer a need for different solutions from different vendors. Lower total cost of ownership via a single communications platform. many PCs on the LAN. The benefits of distributing this information across the LAN are significant. Agent productivity increases when they Typical Contact Center Needs are able to review each other’s performance. Agents become more Typical requirements of a contact center application include: accountable to each other, particularly in a team environment. Agent Desktop empowers agents through open communication and a sense of ownership. It is also a very powerful management tool. As contact centers become an increasingly integral component of many companies’ operations, the need to monitor the performance of individual agents and queues becomes equally important. Overview How Does Agent Desktop Work? UCB CT Control queues and prioritizes calls to the contact center. Once CT Control recognizes an agent is available to take delivery of a call, it routes the call to UCB Agent Desktop. Agents are delivered calls only when they are ready to deal with them. Agents who are logged out, on a break or already dealing with calls are 1 not delivered calls. Once a call is delivered, if the agent takes too long to answer, CT Control pulls it back and returns the call to the front of the queue ready for delivery to the next available agent. Queued calls are displayed in Agent Desktop for the appropriate queue along with the agents logged into that queue and their current status. Once an agent has finished with a call they can enter wrap-up information that can be reported on. Business Drivers • • • • • • • • • • • • • • • Provide supervisors with real-time statistics of agent and queue status so proactive decisions can be made. Access to personal and company phonebook directories. Presence buttons. Everyone in the contact center can view real-time queue and agent status. Ability for agents to answer, dial and transfer calls from their phone, keyboard and PC desktop. View which agents are currently logged in. How many calls are waiting. How long the oldest call has been waiting. Total calls and grade of service percentage for the day by queue. Current number of abandoned calls for the day. What type of call an agent is on. What mode the queue is in, e.g., day or night service. Provide single point of management for all media types. Agent Desktop Presence and Voice Messaging This white paper covers the contact center and some call handling capability of Agent Desktop. Agent Desktop also includes rich presence and can be combined with UCB Executive Desktop to provide fully-integrated voice messaging visibility and management for Real-time statistics of agent and queue status enables proactive decisions to be made. mailbox users, including recording conversations to mailbox. Executive Capturing all contact center contacts in one environment and applying skills-based routing allows for centralized handling of all contacts to improve efficiency and cost effectiveness. Messaging is used. For more details, see the UCB Executive Desktop Desktop is also required for personal fax management when Fax white paper. 1 A maximum number of calls can be set, per medium, for each class of agent. NEC Australia © 2010 3 UC for Business - Agent Desktop Key Features and Benefits White Paper Supervisor Benefits Organizations can gain a number of significant benefits from the Supervisor Features UCB Agent Desktop provides managers and agents with a clear picture of all contact center activity. It provides managers with easy to use and efficient queue and agent control. The many features of Agent Desktop include: • • • • • • • • • • • • • • Ability to log on/off across all media types, i.e., put an agent on a break or assign worktime after each call. Real-time graphical indication of the status of each agent and each queue. Real time graphical indication of how many calls each agent is currently attending to (per media). Full supervisor functions, including the ability to change parameters easily. View status of agent’s extensions, e.g., inbound queue call or outbound call. Real-time statistics on a per-agent basis via a tool tip. Occupancy percentage for each agent. Current service levels achieved (per media) Change the queue mode, e.g., for unattended or after hours answering. introduction of UCB Agent Desktop, such as the ability to view all media types in one environment: • • • • • • • • Create different break types by agent. Alert agents and supervisors when there are no agents logged in, calls waiting too long or too many calls in the queue. Supervisors can easily make themselves available to take delivery of specific media. Calls can be delivered to certain agents/supervisors on an “On Demand” basis only (calls are delivered when the Demand button is clicked). Supervisors can monitor (listen to) agent calls and intrude, if necessary. This feature is governed by security. NEC Australia © 2010 • • Agent Desktop is easily networked, giving all staff access and encouraging team members to be more proactive in handling calls. Screen pops can be customized by agent. Customer service improves by having all the caller’s details at the agent’s disposal as calls are answered. An advanced GUI interface allows agents to use analog phones, so the cost-per-seat is reduced. Supervisors can see what is happening as it occurs and can react immediately, managing agents more effectively across all media types. Supervisors are able to log agents in/out or put them on a break from their PC. Live agent occupancy percentages assist supervisors to manage their agent’s time more easily resulting in less burn out. The ability to change the mode of the queue means contact center managers can react to a situation immediately, e.g., put a queue into emergency mode. Performance standards for queues and agents can be set and assessed on an ongoing basis and across all media types. This saves hours in management analysis and is probably the most important tool in the system for a company to correctly view the contact center operation and to estimate future growth patterns. Demand delivery of both live and Callback type calls allows supervisors and managers to provide support to the contact center when they feel it is necessary, without having calls automatically delivered to them. The ability for an agent to request alert assistance means high-load contact centers are able to maximize the use of roaming supervisors and potentially increases agent availability. Agents do not need to leave their desks (and therefore take breaks) to request assistance. 4 UC for Business - Agent Desktop Agent Features With the power of Agent Desktop’s toolbar agents can effectively manage incoming calls and multimedia requests from their PC terminal. The key features of Agent Desktop for individual agents include: • • • • • • • • • • • • Phone functionality, such as make call, hang-up, transfer, conference, hold, park and forward via an easy to use toolbar. Agents can initiate or schedule a conference call for up to 64 parties – either before a call begins or during a conversation. For more information, see the UCB Executive Conference white paper. Informative screen pop information, such as CLID, queue name, wait time and caller’s name, is presented to the agent when the call is delivered (on a per media basis), including the ability to screenpop Microsoft Outlook® contacts. Multi-line capabilities that allow the viewing and handling of concurrent phone calls. The ability to handle concurrent multimedia contacts. Desk-to-Desk chat enables internal users to communicate via text messaging Desktop-to-Desktop. Users can save a Chat call transcript so they may access it later. Self-paced online tutorials from either startup of the application or from online help. Make, take and transfer calls using global or personal dialing directory. Agents can view their own performance statistics. Ability to ask for after call ‘Worktime’ or take a Break from the queue. Agent toaster pops when a break has expired or they have been auto logged out from the queue due to a call being unanswered. Code the call type, e.g., ‘Wrap up codes:’ + Agents can put themselves in Alert status if they need assistance. + Agents can record a conversation between themselves and another party. The recorded conversation shows as a message within a mailbox. White Paper Agent Benefits Chat is an excellent medium to exchange complicated • information quickly and in real time and for coaching, i.e., a supervisor can monitor an agent’s call and send coaching texts to that agent’s Desktop at the same time. Agents can see who they are dealing with and don’t • have to constantly write down names, phone numbers and email addresses. This results in reduced talk times, because agents no longer have to ask for customer details on every call. The ability for an agent to view their own statistics • makes them more likely to self manage and become goal oriented. Agents won’t log out or take a break if there are calls, • emails or web requests waiting. Agents can log into CT Control from any PC that has • Agent Desktop loaded. The Break option shows other agents in the contact • center why the agent is not logged in. The phone book directories provide easier access to • frequently called numbers and email addresses both internal and external. Wrapup codes automatically screen pop on the agent’s • desktop for completion after each call. This means agents do not have to remember to do this manually. Viewing the current queue status allows all in the • contact center to react immediately. Ability to view all contact media types in one • application. The ability to log in from any PC means agents do not • always have to sit at the same desk and reports are detailed by individual agents. This is also useful for contact centers with different shift times. Automatically offering online tutorials at startup raises • the awareness tutorials are available for users, so they • • + Establish and wrap up callback type calls. + Agents can work from any extension or work desk by logging in with their unique Agent ID. + Last-called agent information is displayed to agents when calls are delivered. Additionally CT Control can attempt to deliver the call to the last agent who dealt with the caller. NEC Australia © 2010 • become more comfortable with features and functions. The ability to be available by selected media offers flexibility and the ability to respond quickly to unexpected call loads. Last-called agent increases customer service levels by delivering the caller to the agent who last spoke to them, effectively reducing call handling times and increasing call center efficiency. Agents are able to make more informed decisions about how to handle the caller, resulting in greater customer satisfaction. Multi-line functionality allows agents to view and manage more than one phone line while ensuring agents are presented with the information required to answer calls in a customer focused, professional manner. 5 UC for Business - Agent Desktop White Paper Figure 1. UCB Architecture Diagram NEC Australia © 2010 6 UC for Business - Agent Desktop White Paper Examples Agent Desktop view showing queues Figure 2. Queues displayed in Agent Desktop NEC Australia © 2010 7 UC for Business - Agent Desktop White Paper Online help Figure 3. Agent Desktop Application Help Figure 4. Agent Desktop What’s New NEC Australia © 2010 8 UC for Business - Agent Desktop White Paper Demand a call while on a break An agent can request a call while they are on a break. This means the agent does not have to cancel a break to answer a waiting call. At the end of the call, the agent will remain in break status. Figure 5. Call Waiting in Queue Figure 6. Manual Request for Delivery is also available for “Demand” Agents NEC Australia © 2010 9 UC for Business - Agent Desktop White Paper Typical call delivery screen Agents are presented with the call delivery screen as soon as a call is presented to them. This example is typical of the screen pop presented when a queue call is delivered. Figure 7. Delivered Queue call with Last Called Agent information NEC Australia © 2010 10 UC for Business - Agent Desktop White Paper Agent status indicators Agent Desktop displays a wealth of real-time information. Icons are used to convey information about an agent, queue or call state in a simple, easy recognizable way. Figure 8. Agent status shown in Agent Desktop NEC Australia © 2010 11 UC for Business - Agent Desktop White Paper Presence – a personal presence page Presence buttons are used to monitor the status of internal extensions, providing a wealth of information to the Desktop user: Extension Phone status – Idle/Ringing Off-hook; • Inbound/Outbound call Presence Profile status – In the Office/Out of the Office/ • On Vacation/In a Meeting Mailbox status – No messages/New messages/Urgent • messages Armed with this comprehensive information, users can quickly inform callers on the availability of the person they wish to speak to. Figure 9. Presence buttons NEC Australia © 2010 12 UC for Business - Agent Desktop White Paper Presence status indicators The following details can be determined from the previous screen: Agent notification toaster pops Agents can receive notification using a pop up to inform them: • • • They have been auto-logged out of a queue because they have not answered a queue call. Their break time has expired and they are invited to log back into the queue/s. When a queue goes into alert status (due to a large number of contacts waiting or waiting for too long or an insufficient number of other agents available). More detailed extension status information is available by mousing over a contact’s Presence button. This tooltip information can include this user information: • • • • • • Extension ‘forward’ setting (e.g., Forwarded to Mailbox) Current Presence Profile (e.g., In Meeting) Name of the Calendar appointment (this can be suppressed) The number and type of new messages (e.g., Urgent, New, Fax) The user’s ETR (Estimated time of return) status – for unavailable Presence Profiles Skype and/or Microsoft® OCS Presence status NEC Australia © 2010 13 UC for Business - Agent Desktop White Paper Quick search from the contact field Users can make a quick search by entering a name into the Contact field. Agent Desktop will attempt to match the name to a Phonebook contact and, if a match is found, populate the Contact field with the contact’s default telephone number. Figure 10. Dial from Contacts NEC Australia © 2010 14 UC for Business - Agent Desktop White Paper Phonebook search Clicking the Phonebook button allows users to view, search and edit the Phonebook. Click the Phonebook button to search for a contact. 1. Simply type in the name of the person you wish to speak to 2. Click on the person’s name 3. Click the “Call” button to place call Figure 11. Phonebook Search For more information, visit www.nec.com.au, email contactus@nec.com.au or call 131 632 Oceania (Australia) NEC Australia Pty Ltd www.nec.com.au Corporate Headquarters (Japan) NEC Corporation www.nec.com North America (USA) NEC Unified Solutions Inc. www.necunifiedsolutions.com Asia NEC Corporation www.nec.com Europe (EMEA) NEC Unified Solutions www.nec-unified.com About NEC Australia Pty Ltd. NEC Australia is a leading supplier and integrator of ICT solutions to carriers, government and businesses. Through a national network of engineering and support staff backed by over 200 partner organisations, we design, develop and deploy advanced IT/Network communication solutions and services using best-of-breed technologies in multi-vendor environments. Our business encompasses Hosted Application and Network Services, Systems Integration, IP Communications Servers, PBX, Broadband Access Systems, Data Centre and Cloud Technology Services along with Digital Signage and Displays. UCB_Agent_Desktop_WP_LR | v1 27.10.10 NEC Australia Pty Ltd reserves the right to change product specifications, functions, or features, at any time, without notice. Please refer to your local NEC representatives for further details. Although all efforts have been made to ensure that the contents are correct, NEC shall not be liable for any direct, indirect, consequential or incidental damages resulting from the use of the equipment, manual or any related materials. The information contained herein is the property of NEC Australia Pty Ltd and shall not be reproduced without prior written approval from NEC Australia Pty Ltd. Copyright © 2010 NEC Australia Pty Ltd. All rights reserved. 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