You can use myAgent to answer a call, to enter or look up information on the caller,
and to assign a call to a specific category (e.g., Orders, Claims, Service, etc.)
after completing the call.
During call processing you can:
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Add contact details for a caller:
You can save the following contact details for a caller for calls
with a transmitted call number: Title,
First Name, Last
Name and Company. These
details are saved in the external directory and subsequently
displayed in the myAgent Inbound Call screen pop for calls from the
same number as soon as the external directory has been updated in
the client. In this case, the caller's phone number is assigned and
set as the Business 1 phone.
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View notes on the current caller or save notes yourself for future
calls.
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View the caller history:
The caller history shows details on all previous calls of the same
caller with Inbound call number,
Caller phone number, Start
Date, Start Time,
Type of Call and Queue
number. The type of call is represented by a symbol
(inbound call, recorded call, etc.).
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During the wrapup (work time period), you can assign incoming calls
to a specific category (e.g., Orders, Claims, Service, etc.). The
assignment is made after completing the call (during the work time
period) by selecting a wrapup reason. An agent with the Supervisor
or Administrator authorization level can define the wrapup reasons
intended for a queue in the WBM and organize them into groups. When
doing so, they can also define whether the specification of a wrapup
reason is mandatory. You can also specify multiple wrapup reasons
for a call. By evaluating the wrapup reasons, agents with the
Supervisor or Administrator authorization level, for example, track
the success of a promotion.
The primary aids for processing calls are the myAgent Inbound Call screen pop and
the list of
Live Calls.
Screen Pop for Calls
When an inbound call reaches an agent, the screen pop opens automatically for
that agent, provided an agent with the Supervisor or Administrator authorization
level has configured this feature in the WBM. In addition, the agent can also
open the screen pop for previous calls in the caller list. The screen pop of a
myAgent inbound call contains the following items for processing calls in
addition to the buttons for call functions:
Information on the call:
-
Queue, Call number of the
caller (if transmitted), Call ID and possibly a
Callback Number.
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Fields for contact details.
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Assistance option
- Play button
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Wrapup code
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Notes from agents about previous calls from the
same caller
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Caller History