Poltys Unified Communication Solutions Jan 2013 Agenda Meeting What’s New Poltys Products Portfolio by Verticals New Price List Poltys Products Overview Poltys CA Modules Overview Demos and Essex Power Case Study What’s New Price List • Simplified and Reorganized Price List • Call Center and CRM with Call Recording • IVR/Customer Interaction System • MS Lync • Health Care • Conference Bridge • Restructured prices • increase competitivity • Simplify the offering and quotation process Products and Features • New Products • CCQueue Wait Time Announcer • Poltys CA Modules • New Features • • Conference Bridge • SIP only version on micro chassis appliance • Windows GUI – (end of March) • Microsoft Outlook 2010 Calendar integration CCRecord Pro • • IP Recording: IP-PT and SIP Appointment Reminder • Candian French support for Text-to-Speech and Speech Recognition Reorganized Product Portfolio Call Center Solutions Call Center Supervision CCView Server and Desktop Supervisor Includes : Sever software 5 Supervisor Licenses, expandable Features • Log calls • Cost calls • Real-Time monitoring • Queue times and quantity of calls in queue • Groups • Individual agents in each group • Reports • Performance Graphs Recording Add on to CCView Inbound and outbound Call Automation SIP IVR add on to CCView Dial Out Notification Agent Productivity Add on to CCView Agent desktop Software Includes • 5 Agent Licenses, expandable Desktop CRM Integration Add on to Agent Productivity SW or CCView Middle ware that resides on the agent desktop Includes: • 5 Agent licenses, expandable Features • • • • Increased Call Center Agent productivity CRM integration and data base pop ups Call log and lost calls management Group collaboration • Queue monitoring • Real time monitoring • Chat • Request assistance Features • Salesforce • Microsoft Dynamics • ACT 2012 • Maximizer • Tigerpaw • Generic SQL Database • Custom integration services Features • Agent training and evaluation • Easy settlement of possible disputes Features • Automate customer interactions • Database lookup for caller identification and decision making • Route incoming calls to the right department or Agent based on multiple criteria Features • Notify predefined recipients via PBX extensions, Emails or cellular SMSs that a inbound and/or outbound call was placed to/ from an PBX extension. • Protect for calling fraud by rejecting transfer and conference operations on predefined trunks IVR Notification System APPOINTMENT REMINDER Includes Support for: (a) Multi-Language MS ) Text to Speech (TTS) on Win Server 2008 (not included) (b) Support for NeoSpeech TTS Features • SIP IVR-based with predefined scripts • Integrate with Panasonic KX-TDE/NCP/ NS • Easy to configure and use • No telephony hardware required • Connects to an IP-PBX or directly to Telephony Service provider • Use High End TTS for reading information • Multiple languages supported SIP Speech Auto Attendant AUTO ATTENDANT Includes Support for Microsoft Speech Recognition and Text to Speech engines. Requires Win Server 2008/2011 (not included) Features • Connect the caller to the intended extension by speaking his/ her name • Integrate with Panasonic KX-TDE/NCP/ NS • Route the incoming calls to the destination recipients according to the caller speech and a predefined list of name • No telephony hardware required • High end Text to Speech and Speech Recognition engines • Multiple languages supported Inbound / Outbound SIP IVR System SIP IVR Includes Support for: (a) Multi-Language MS Speech Recognition (ASR) and Text to Speech (TTS) on Win Server 2008 (not included) (b) Support for Nuance ASR and NeoSpeech TTS Requires custom script development Features • Standalone VoIP Telephony application based on SIP protocol that provides automated inbound/ outbound call interactions based on touch tone or voice commands supplied by customers • No telephony hardware required • Integrate with Panasonic KX-TDE/NCP/ NS Conference Bridge Conference Bridge Conference Bridge Pro SIP CONFERENCE BRIDGE Includes Support for max 10 party conference (upgradable to max 30 party conference) CONFERENCE BRIDGE (SIP only, optional PRI upgrade available as add-on) Includes Support for max 40 users organized in max 20 conference rooms per unit (upgradable to maximum 120 users per system) Features • Integrate with Panasonic KX-TDE/NCP/ NS • Dial-out and Meet-Me Conferences • Connectivity to PBX by SIP trunks/ SIP extensions • Easy to use Web-based Administration Console • Integration with Microsoft Outlook Calendar Features • Integrate with Panasonic KX-TDE/NCP/ NS • Dial-out and Meet-Me Conferences • Connectivity to PBX by SIP trunks/ SIP extensions/ PRI extensions • Easy to use Web-based Administration Console • Integration with Microsoft Outlook Calendar Microsoft Lync Microsoft Lync Gateway Poltys Lync Gateway for Microsoft Lync 2010 Includes Support for max 200 seats Features • Remote Call Control (RCC) services to allow users to control and interact with their telephone handsets from within the Microsoft Lync client • Integrate with Panasonic TDA/ TDE/ NCP/ NS compatible • When a call rings at a user's desk phone, it also appears in Microsoft Lync • Users can dial, answer, hang up, hold, retrieve, transfer, and deflect calls on their desk phone • Call forwarding state of the user's desk phone can be controlled • When a user's desk phone is busy, their presence status in Microsoft Lync is shown as "in a call" Healthcare Solutions Direct Care Connect DCC Direct Care Monitor DCM Server and Desktop Supervisor Includes : Sever software 5 Supervisor Licenses, expandable Server and Desktop Software Includes • 5 Supervisor Licenses, expandable Features • Log alarms • Translate the alarm message to PS and PT phones • Real-Time monitoring • Reports • Graphical monitorng Features Dial Out Notification Add on to DCC CCAccounting Add on to the DCC • • • Generate reports for DTMF – based NCS Call log and lost calls management Call Accounting Patient Reminder IVR Turnkey solution with hardware server Features • places outbound calls to deliver specific appointment information to each called recipient . • No telephony hardware required • 100% Voice over IP solution • multiple languages supported Features • Notify predefined recipients via PBX extensions, Emails or cellular SMSs that a inbound and/or outbound call was placed to/ from an PBX extension. • Protect for calling fraud by rejecting transfer and conference operations on predefined PBX trunks Features • Call level and cost reporting Poltys CA Modules Poltys CA Modules CA Auto Attendant Module CA Appointment Reminder Module CA Outbound Dialer Module CA Conference Bridge Module Connects the caller to the intended recipient by speaking the name or by entering the extension number Connects internal and outside participants in multi-party voice conferences Automatically places calls to a predefined list of phone numbers when the agent status is “available” Connects internal and outside participants in multi-party voice conferences Features • Integrate with Panasonic KX-TDE/NCP/ NS • Enabled, customer speaks the name of the party he wants to talk to • Get the CA client presence status, play the associated greeting and perform the specific action • Call is transferred automatically to the appropriate person if available • Outside caller can request a call back and leave a callback number • Auto Attendant will popup a window with the callback requests and if it is accepted, the callback number is automatically dialed Features • Integrate with Panasonic KX-TDE/NCP/ NS • Plays pre-recorded messages or can use Text to Speech technology • If the call is not answered it retries, if an answering machine answers, it leaves a message. • Can leave messages in different languages • Creates Call Completion Reports and Call Logs Features • Integrate with Panasonic KX-TDE/NCP/ NS • Calls the numbers one by one as soon as Agents becomes available • Busy or no answer numbers are retried • The outbound dialer eliminates the customer search and dial time that the agent normally does • Agents are presented with calls as their status changes to available • Outbound call list can be shared via CRM databases between multiple Agents • Import call list from external CSV file Features • Integrate with Panasonic KX-TDE/NCP/ NS • Multi-party, multi-speaker conferences • Maximum 48 conference rooms • Total of 96 simultaneous attendees per system • Easy to configure ad-doc conference • Easy to add/remove participants from the product GUI CA ACD Report Module Provides reporting features to CA Supervisor, enabling agent and group history analysis Features • Integrate with Panasonic KX-TDE/NCP/ NS • Collect ACD statistics regularly from CA Supervisor • Build Reports by month/day/hour/day of week and group for a selected time range • Group Report Statistics • Agent Status Report ACD Statistics New Price List Call Center OPTIONAL POSITION IN QUEUE ANNOUNCEMENT AND DIALOUT NOTIFFICATION CALL CENTER LICENSES OPTIONAL CALL RECORDING ADD-ON Call Accounting PYCCA (one per supervisor) NOT AVAILABLE PYDOUTNDCC and/or PYQA Call Center CRM Pop-Up PYCR (one per agent) NOT AVAILABLE PYDOUTNDCC and/or PYQA Call Center Monitoring PYCCV (one per supervisor) PCCRRISET-4,8,12,16,24A and/or PCCRRISE-8,16,24D and/or PYDOUTNDCC and/or PYQA PCCRRIST-1,2 and/or PYCCR-SIP-T(-A) Cal Center Agent PopUp with CRM Integration PYCCACCV + PYCRM (one set for NOT AVAILABLE each agent) Call Center Monitoring with CRM PopUp (w optional Recording) Call Center Monitoring with Agent PopUp (w optional Recording) Call Center Monitoring with Agent PopUp and CRM Integration (w optional Recording) PCCRRISET-4,8,12,16,24A and/or PYCCACCV (one per supervisor) + PCCRRISE-8,16,24D and/or PYDOUTNDCC and/or PYQA PYCRM (one per agent) PCCRRIST-1,2 and/or PYCCR-SIP-T(-A) PCCRRISET-4,8,12,16,24A and/or PYCCV (one per supervisor) + PCCRRISE-8,16,24D and/or PYDOUTNDCC and/or PYQA PYCCACCV (one per agent) PCCRRIST-1,2 and/or PYCCR-SIP-T(-A) PYDOUTNDCC and/or PYQA PYCCV (one per supervisor) plus PCCRRISET-4,8,12,16,24A and/or PYCCACCV + PYCRM (one set for PCCRRISE-8,16,24D and/or PYDOUTNDCC and/or PYQA each agent) PCCRRIST-1,2 and/or PYCCR-SIP-T(-A) IVR SYSTEM Multi-Lingual Appointment Reminder Multi-Lingual Aut0Attendant Multi-Lingual Appointment Reminder and AutoAttendant Multi-Lingual Custom IVR System MS with ASR and TTS and support for Nuance ASR and NeoSpeech TTS (Nuance and NeoSpeech licenses sold separately. Examples: LICENSES OPTIONAL OS AND CHASSIS PYPNS-1,2,4 (ports) + PYPNS-P for each additional port PYCCIVR-SIP (4 ports) + PYCCIVR-SIP-P (for each additional port if more than 4 ports are needed) PYPNS-1,2,4 (ports) + PYPNS-P for each additional port + PYCCIVR-AATND (4 ports) + PYCCIVR-AATND-AP (for each additional port) PYCCIVR-SIP (4 ports) + PYCCIVR-SIP-P (for each additional port if more than 4 ports are needed) + PYCCIVR-SCRIPT (per hour custom IVR script development) PYWSE (or PYWSS) + PYMICRO (or PYDELL or PY1UC or PY2UC or PY4UC-MP ) PYWSE (or PYWSS) + PYMICRO (or PYDELL or PY1UC or PY2UC or PY4UC-MP ) Optional Nuance ASR - PYCCIVR-SIPNRT2/T3+Optional PYCCIVR-SIP-NRT2L/T3L School board application, emergency Optiona NeoSpeech TTS - PYCCIVR-SIPnotification, serial umber verification, NSTTS + PYCCIVR-SIP-NSTTSAL store locator, car locator based on VIN, etc. PYWSE (or PYWSS) + PYMICRO (or PYDELL or PY1UC or PY2UC or PY4UC-MP) PYWSE (or PYWSS) + PYMICRO (or PYDELL or PY1UC or PY2UC or PY4UC-MP ) – for MS TTS and ASR or PYw7 + PYMICRO (or PYDELL or PY1UC or PY2UC or PY4UC-MP ) – for Nuance and NeoSpeech, no Microsoft TTS or ASR Conference Bridge/Lync Conference Bridge CONFERENCE BRIDGE LICENSES Max 30 party SIP only conference bridge (preinstalled on PYMICRO) Max 120 party Conference users/system, SIP or PRI (preinstalled on PY1UC) PYCB-CBSIP (first 10 participants) + CBSIPNOT AVAILABLE 10U for each additional 10 participants PYCB-PRO (first 40 SIP users) + PYCB-PRO20U for each additional 20 SIP users OPTIONAL T1/E1 PRI PYCBA‐T‐1 (one PRI) or PYCBA‐T‐2 (2PRI) MS Lync CONFERENCE BRIDGE LICENSES OPTIONAL OS AND CHASSIS Lync gateway for Microsoft (max 200 seats), multi-PBX support PYGWMSL50/100/200 for 50/100/200 seats PYw7 + PYMICRO (or PYDELL or PY1UC or + PYGWMSL-MultiPBXA for additional PBX PY2UC or PY4UC-MP) support Healthcare CONFERENCE BRIDGE LICENSES OPTIONAL CALL ACCOUNTING AND DIALOUT NOTIFFICATION OPTIONAL OS AND CHASSIS PYDCCL (for the first 20 alerted PYDCCADCC (for call accounting) PYw7 + PYMICRO (or PYDELL or Direct Care Connect Lite extensions) + PYDCCLE10 (for each + PYDOUTNDCC (for dialout PY1UC or PY2UC or PY4UC-MP) additional extensions) notification) Direct Care Connect Lite PYDCCL (for the first 20 alerted PYDCCADCC (for call accounting) PYw7 + PYMICRO (or PYDELL or with Callback to Extension extensions) + PYDCCLE10 (for each + PYDOUTNDCC (for dialout PY1UC or PY2UC or PY4UC-MP) Support additional extensions) + PYDCCLC notification) PYDCCADCC (for call accounting) PYDCCP (for the first 20 alerted PYw7 + PYMICRO (or PYDELL or + PYDOUTNDCC (for dialout Direct Care Connect Pro extensions) + PYDCCPE10 (for each PY1UC or PY2UC or PY4UC-MP) notification) additional extensions Direct Care Monitor PYDCCM Direct Care Monitor with PCCRCTDA TVM Recording PYDCCADCC (for call accounting) PYw7 + PYMICRO (or PYDELL or + PYDOUTNDCC (for dialout PY1UC or PY2UC or PY4UC-MP) notification) PYDCCADCC (for call accounting) PYw7 + PYMICRO (or PYDELL or + PYDOUTNDCC (for dialout PY1UC or PY2UC or PY4UC-MP) notification) CA Modules Add Ons CA Module CA ACD Reports Module CA Conference Bridge Module CA Outbound Dialer Module CA Auto Attendant Module CA Appointment Reminder Module SW LICENSES One CA Supervisor and Poltys ACD Report Module Client License for each person using the ACD Report Module One CA Client and Poltys CA Conference Bridge Module Client License for each person using the Conference Bridge Module and PYCACONF (first 10 participants) + CBSIP-10U for each additional 10 participants + PYCACONFE for each additional 10 users One CA Client and Poltys Outbound Dialer Module Client License for each person using the Outbound Dialer Module One CA Client and PYCAAA SOFTWARE ONLY for first person using the Auto Attendant Module and one PYCAAAE for each additional SIP port and one PYCAAACLIENT for each additional person using the Auto Attendant Module One CA Client and PYCAAPT for first person using the Appointment Reminder Module and PYCAAPTE for each additional SIP port and PYCAAPTCLIENT for each additional person using the Appointment Reminder Module APPLIANCE None PYCAMICROCONF for a limit of max 30 participants or PYCA1UCONF if more than 30 participants are required None PYCAMICRO for a limit of max 4 SIP ports or PYCA1U if mote that 4 SIP ports are required PYCAMICRO for a limit of max 4 SIP ports or PYCA1U if more that 4 SIP ports are required Available Chassis Product Name Part No Price List Description PCI/PCIe Slots (boards that can be installed) CHASSIS PY1UC 1U rackmount chassis 19” x 15” x 3.5”, 1TB GB HDD, no OS (only 1 board can be installed) 1 PY2UC 2U rackmount chassis 19" x 3.46" x 13.9"( W x H x D), 1TB GB HDD, no OS (can install up to 3 boards) 3 PY4UC-MP 4U rackmount chassis 26.5"(D)x19"(W)x7"(H), mirrored 1TB GB HDD redundant power supply, no OS 5 Compact Tower Server PYDELL Dell PowerEdge Tower 18.26 H x 7.45” W x 16.55” D, W, 1TB GB HDD, no OS (can install up to 3 boards) 3 Micro Chassis PYMICRO Micro chassis 2.1" x 8.7" x 12.1" 2GB RAM, 60GB SSD, no OS (no additional boards supported) NA Windows 7 Pro 64 bit OEM (includes installation) NA High End 19" rack mount chassis Supermicro motherboard Operating System Windows 7 license PYw7 OEM Windows Server PYWSE Essentials OEM Windows Server PYWSS Standard OEM Microsoft Server Essentials -OEM up to 25 users/ports (includes installation) Microsoft Server Essentials OEM - up to 75 users/ports (includes installation) NA NA Chassis Selection Matrix Chassis Selection Matrix PY1UC 1U Rackmount PY2UC 2U Rackmount PY4UC - MP/MPSRV 4U Rackmount PYDELL Dell Tower PYMICRO MicroChassis CCView YES YES YES YES NO CCAccounting YES YES YES YES NO SIP/MGCP Recording YES YES YES YES NO 1 PRI card only 3 cards 5 cards 3 cards NO MSLinc YES YES YES YES YES DCC YES YES YES YES YES Appointment Reminder 64 32 32 32 16 AutoAttendant 64 32 32 32 16 SIP IVR 64 32 32 32 16 Conference Bridge 100 Extension or Trunk Recording 30 Poltys Products Overview CCView2012 Key Features • Display real-time PBX call activity • Enhanced Counters and Timers management • Full PBX ACD statistics and reports • Predefined report templates for quick report generation • Call billing • Multiple Supervisors • Send SMS notifications when network connection to PBX is down • Connect to up to 8-networked Panasonic IP-PBXs simultaneously • Multi-PBX and CCRecord Pro ready • Multilanguage support CCView2012 Monitor System Statistics Group Statistics Agent Statistics CCView2012 Graphs CCView2012 Reports 41 predefined templates CCView2012 Logs Desktop CRM Salesforce Microsoft Dynamics ACT 2012 Maximizer Tigerpaw Generic SQL Database Custom integration services CCAccounting Call level and cost reporting Call cost reporting at extension level Call cost reporting at account code level Trunk calls report Billing Calls and other charges CCRecord Pro Call recording solution that works on digital and analog extension/ trunk side or SIP extension/ trunk side Recording Targets • • • • Analog/ Panasonic Digital Extensions Analog/ PRI23 and PRI30 Trunks SIP Extensions/ Trunks Any Call Type (incoming/ outgoing/ ACD/ * Non-ACD, intercom) Rapid search with extensive call filtering DID/ Caller ID/ Extension user defined lists Multiple security levels for accessing the recorded conversations Supervisor Options • • • • Record specific extension/ DID calls Manual/ Automatic Recording Export Voice Records Listen to recorded conversations CCAgent Incoming call screen pop with internal CRM information and call control/ chat functions Improve Performance • One clink call handling • Make call • Answer call • On hook • Consult • Conference Agent can see • Queue information • Other Agents Status • Their own Log Information Poltys Lync Gateway Poltys Lync Gateway connects the Panasonic Telephony System to the Microsoft Lync Server Remote Call Control (RCC) services allow users to control their telephone handsets from within the Microsoft Lync client Panasonic TDA/ TDE/ NCP/ NS compatible When a call rings at a user's desk phone, it also appears in Microsoft Lync Users can dial, answer, hang up, hold, retrieve, transfer, and deflect calls on their desk phone Call forwarding state of the user's desk phone can be controlled When a user's desk phone is busy, their presence status in Microsoft Lync is shown as "in a call" Poltys Gateway CCQueue Poltys’ CCQueue Wait Time Announcer Turnkey solution that informs the caller about the position in queue and estimated waiting time in queue. SIP-/ DISA-based solution Answer the inbound calls routed by the PBX Play queue messages to the caller Ask the caller for voicemail routing Route incoming calls to the appropriate IPPBX ICD queue Offers callers a bail-out option SIP IVR Standalone IP Telephony application based on SIP protocol that provides automated inbound/ outbound call interactions based on touch tone or voice commands supplied by customers APPOINTMENT REMINDER SCHOOL BOARD APPLICATION EMERGENCY NOTIFICATION APPLICATION SERIAL NUMBER VERIFICATION CHECK TEST RESULTS APPLICATION CAR LOCATOR BASED ON VIN STORE LOCATOR BY PHONE DIAL BY NAME AUDIO BULLETIN BOARD HOMEWORK AUTOMATED TRANSPORTATION INFORMATION BY PHONE PHONE SURVEYS CONDUCT AUTOMATED TESTING AUTOMATIC PHONE ANSWERING SERVICE FOR HUMAN RESOURCE DEVELOPMENT VIRTUAL SECRETARY LEGAL PHONE SERVICES REGISTER BY PHONE "I'M OK" PHONE SERVICE EMERGENCY VOICE BROADCASTING INFORMATION PHONE SERVICES SELF SERVICE TECHNOLOGY PHONE COACHING SERVICE REAL ESTATE PHONE SERVICE FINANCIAL PHONE SERVICE SECURITY GUARD MONITOR MEDICATION REMINDER SERVICE Conference Bridge Meet-me and Dial-out conferences Outlook integration Dial-out and Meet-Me Conferences Flexibility • Audio mix of multiple types of extensions/ trunks • SIP Extensions • SIP/ PRI Trunks • SIP/ MGCP/ analog/ digital proprietary extensions Easy to use Web-based Administration Console Email notification with Outlook calendar attachment Scalability • 23 Party conference attendees in basic unit 55 Port capacity • Expansion to over 100-party attendees • Maximum 50 conference rooms per unit Speech AutoAttendant Connects the caller to the intended recipient by speaking his/ her name or by dialing the appropriate extension Connect the caller to the intended extension by speaking his/ her name Integrate with Panasonic KX-TDE/NCP/ NS Route the incoming calls to the destination recipients according to the caller speech and a predefined list of name High end Text to Speech and Speech Recognition engines Multiple languages supported Appointment Reminder Minimizes no-shows for Doctors, Dentists and Chiropractic offices or other business with high volume of appointments per day Easy to configure and use SIP IVR-based with predefined scripts No telephony hardware required Connects to an IP-PBX or directly to Telephony Service provider Use High End TTS for reading information Dial out Notification/Fraud Protection Notifies predefined list of recipients via PBX extensions, Emails or cellular SMSs that a certain phone number has been dialed Allow/ reject calls based on predefined rules Easy to configure and use Effective extension monitoring and control via CSTA protocol Fraud protection by allowing/ rejecting calls based on predefined rules Predefined phone extensions, ACD groups, email addresses and cellular phone numbers to be notified Provide supplementary CTI connection for other Poltys CTI products Notification message sent contains the extension used and the phone number that has been dialed Direct Care Connect Helps Assisted living Facilities and Nursing Homes manage the communications, personnel and risk of late alarm response in an efficient and effective way Immediate text display of patient, room and call status Direct callback to patient room speaker Automatic forwarding to alternate caregiver Automatic patient assignment by shift Dynamic text messaging from Caregiver Receptionist workstation Real-time alarm, queue and caregiver status Integrate with the top-selling nurse call systems Direct Care Monitor Call monitoring tool that provides real-time monitoring and reporting of alarms and emergency calls Comprehensive real-time and historical tools for PBX call tracking Real-time monitoring of caregiver ACD groups defined according to the alarm levels Comprehensive alarms reporting Email notifications sent to personnel supervisor for each alarm encountered 911 emergency notifications management • Supervisor audible alert • Supervisor popup window with warning message • Notification delivered to predefined emergency ACD group Self Service IVR Inbound/ Outbound SIP IVR Sends predefined customer reminders using text-to-speech technology Allows customers access their information such as bill amount, due date and last payment made English and French Canadian language support 2 Port Outbound SIP IVR for Customer Reminder 8 Port Inbound SIP IVR to handle Self Service IVR Flow Gather customer account number and upon verification let them to access their information such as bill amount, due date and last payment made Ability to leave message by specific request, e.g. bill complaint Ability to track outgoing and incoming call volume Poltys CA Modules Overview CA Modules Overview New functionality for the Panasonic CA provided by Poltys Dec 2012 Panasonic CA and Poltys CA Modules create an unified application suite • CA Modules are derived from existing Poltys applications • CA Modules use the propriety Panasonic CTI I/F for a seamless integration with CA and PBX • Languages available for the GUI • English • German • Spanish Key Concept • • Panasonic Family Product Affordable to sell by Panasonic Dealer ACD Reports Tight integration as CA Family product • Conference Bridge Appointment Reminder Auto Attendant Outbound Dialer CA Modules Functionality Poltys CA modules can be launched from CA V4 screen with easy one-click operation, then provides effective five functions CA Click Poltys CA Module 1. ACD Reports Provides Call Center reporting features, adding ACD Call Center specific functionality 2. Conf Bridge Adds audio conference capabilities to the CA Pro and CA Supervisor Clients 3. Appt. Reminder Places outbound calls to customers and when the call is answered, plays specific message 4. Auto Attendant Connects the caller to the intended recipient by speaking the name or by entering the extension number, using speech recognition technology Select a function 5.Outbound Dialer Automatically places calls to a predefined list of phone numbers and connects the called person to the agent as soon as the call is answered Conference Bridge Module Connects internal and outside participants in multiparty voice conferences Features • • • • • Multi-party, multi-speaker conferences Maximum 48 conference rooms Total of 96 simultaneous attendees per system Easy to configure ad-doc conference Easy to add/remove participants from the product GUI Benefits • Reduces costs on multi-party calls • Secure calls • Reduces travel costs Ideal Customers • • • • Corporate Organizations Inter-company, worldwide training Auctions via telephone Organizations that take regular referendums/votes Appt Reminder Module Connects internal and outside participants in multiparty voice conferences Features • Plays pre-recorded messages or can use Text to Speech technology • If the call is not answered it retries, if an answering machine answers, it leaves a message. • Can leave messages in different languages • Creates Call Completion Reports and Call Logs. Benefits • • • • Reduce no-shows Make Better Use of Your Appointment Slots Save The Time of Staff Regular / Periodical checkup remainder Ideal Customers • • • • • Doctor/Dentist Offices Any Service Business Appointment Confirmation Emergency Notifications School to Parents Notifications Car Dealer Outbound Dialer Module Automatically places calls to a predefined list of phone numbers when the agent status is “available” Features • Calls the numbers one by one as soon as Agents becomes available • Busy or no answer numbers are retried • The outbound dialer eliminates the customer search and dial time that the agent normally does • Agents are presented with calls as their status changes to available • Outbound call list can be shared via CRM databases between multiple Agents • Import call list from external CSV file Benefits • Helps maximize revenue opportunities • Improve Contact Center Productivity, agents spend more time talking than dialing Ideal Customers • • • • • • Collection Agencies Patient Check-Up Appointment Confirmation Lead Generating Telemarketing Political Campaigns AutoAttendant Module Connects the caller to the intended recipient by speaking the name or by entering the extension number, or perform actions depending on CA presence state Features • Enabled, customer speaks the name of the party he wants to talk to • Get the CA client presence status, play the associated greeting and perform the specific action • Call is transferred automatically to the appropriate person if available • Outside caller can request a call back and leave a callback number • Auto Attendant will popup a window with the callback requests and if it is accepted, the callback number is automatically dialed Benefits • Helps companies reduce their overall operating costs • Performs Call Routing Efficiently Ideal Customers • Law firms • Accounting firms • Product & service businesses ACD Reports Module Provides reporting features to CA Supervisor, enabling agent and group history analysis Features • Collect ACD statistics regularly from CA Supervisor • Build Reports by month/day/hour/day of week and group for a selected time range • Group Report Statistics • Agent Status Report ACD Statistics Benefits • Provide ACD Reports for increased Productivity, Profitability and Customer Satisfaction) • No Poltys Appliance required Ideal Customers • Help Desk Supervisor, Customer Support Supervisor, Sales, etc. • Telemarketing Supervisor CA Modules Part Numbers Product Name Item Code Description Poltys CA ACD Report Module Poltys CA ACD Reports Client license PYCAACD Poltys CA ACD Reports Module 1 (one) license Poltys CA ACD Outbound Dialer Module Poltys CA Outbound dialer Client license PYCAOUT Outbound Dialer CA Module 1(one) license. Poltys CA Appointment Reminder Module Poltys CA Appointment Reminder Module SOFTWARE ONLY PYCAAPT 1 SIP Port Poltys CA Appointment Reminder SOFTWARE ONLY (Requires Win Server 2008 or higher Poltys CA Appointment Reminder Additional Module PYCAAPTE 1 (one) Port Extension 1 (one) SIP Port Appointment Reminder Extension 1 (one) Year Software Maintenance Contract Poltys CA Appointment Reminder Client license PYCAAPTCLIENT Appointment Reminder CA Module 1(one) license Poltys CA Auto Attendant Module SOFTWARE ONLY PYCAAA 1 SIP Port Poltys CA Auto Attendant SOFTWARE ONLY (Requires Win Server 2008 not included) Poltys CA Auto Attendant Additional Module 1 (one) Port Extention PYCAAAE 1 (one) SIP Port Auto Attendant Extension Poltys CA Auto Attendant Client license PYCAAACLIENT Speech Autoatendant CA Module 1(one) license Poltys CA Auto Attendant Module Poltys CA Conference Bridge Module Poltys CA Conference Bridge Module SOFTWARE PYCACONF ONLY Poltys CA Conference Bridge Module, max 10 party conference (upgradable to max 100* party conference) Poltys CA Conference Bridge Module Add-on users PYCACONFE SOFTWARE ONLY Conference Bridge, ten (10) user upgrade Poltys Appliances Low profile 1U, 19” Rackmount PYCA1UCONF Low profile 1U, 19” Rackmount Applience (only 1 PCIe board can be installed) For Conference Bridge with over 30 participants and max 100 participants Low profile 1U, 19” Rackmount PYCA1U Low profile 1U, 19” Rackmount Applience (only 1 PCIe board can be installed) For Appointment Reminder and Auto Attendant with more than 4 ports and maximum 48 ports Micro Appliance PYCAMICROCONF Micro Appliance For Conference Bridge with max 20 SIP participants Micro Appliance PYCAMICRO Micro Appliance For Appointment Reminder and Auto Attendant with up to 4 SIP ports CA Modules Order Process • CA modules are added to the Panasonic Price List • Order are placed to Panasonic Sales Company and for each Part number an Activation Code is supplied • Activation Code is used by Dealers to log into the Poltys licensing portal (https://licensing.poltys.com/PoltysLicense/) to activate the SW parts and initiate HW delivery • Activation Code is generated by Poltys and has the order details encrypted in 16 alphanumeric characters in the following format: xxxx-xxxx-xxxx-xxxx Poltys Appliance for CA • Poltys provides pre-installed appliance Server for easy to setup • Conference Bridge, Appointment Reminder and Auto Attendant CA Modules are preinstalled on Poltys Appliance Appliance Micro Chassis Specifications Intel D2700MUD 2.13 GHz Dual Core Atom D2700, 2GB RAM, 60GB SSD Drive • • • Low profile 1U, 19” rackmount Appliance dimensions: 9” x 8” x 2.5” Packed: 13” x 11” x 4.5 “ Packed Weight: 6lb Quad Core 3.2 GHz I7, 4GB RAM, 250GB enterprise level HDD, X8STi Supermicro motherboard, Low profile 1U, 19” rackmount chassis • • • Appliance dimensions: 19” x 15” x 3.5” Packed: 22” x 19” x 7 “ Packed Weight: 16lb Capacity Description Conf. Bridge up to 24 SIP participants or App. Reminder + Speech AA up to 8 SIP ports Desktop /Mini Tower Conf. Bridge sever 24 participants (max 100 participants) App. Reminder + Speech AA over 4 ports (max 48 SIP ports) Tower/19’ Rack Mountable Note: This are minimum requirements for each appliance. Other versions may be supplied upon availability Poltys Licenses License on Client Side (CA User PC) Poltys Appliance Yes No appliance Not needed Yes (Poltys licenses are required.) Appointment Reminder Yes Yes (Poltys Licenses are required.) Auto Attendant Yes Yes (Poltys Licenses are required.) Outbound dialer Yes No appliance CA Module ACD Reports Conference Bridge Panasonic Activation Keys CA Module CA Activation Key SIP Phone Activation Key Yes (CA Supervisor user) No Yes (CA Supervisor or CA Pro user) Yes Appointment Reminder Yes (CA Supervisor or CA Operator or CA Pro User) Yes Auto Attendant Yes (CA Supervisor or CA Operator or CA Pro User) Yes Outbound dialer Yes (CA Supervisor or CA Operator or CA Pro User) No ACD Reports Conference Bridge CA Modules Install Kit • One installation kit for all Poltys CA Modules (CAModules.exe) downloadable from ftp://CAModules.poltys.com:cre4aVaSuit@ftp.poltys.com Go to ftp://CAModules.poltys.com:cre4aVaSuit@ftp.poltys.com Username: CAModules.poltys.com Password: cre4aVaSuit CAModules.poltys.com cre4aVaSuit • In case the FTP download is not an option, the installation CDs will be shipped to sales companies for distribution • Each CA Module comes with a 60 days trial license Demos and Essex Power Case Study Demo and Case Study • Demo • Poltys Conference Bridge • Poltys CA Modules • Case Study • Essex Power Solution Overview • Appointment Reminder and SIP IVR details Thank You!