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6.3. Call Processing Previous topic Parent topic Child topic Next topic

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:
  • 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.
  • View notes on the current caller or save notes yourself for future calls.
  • 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.).
  • Perform a wrapup:
    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.
  • Fields for contact details.
  • Assistance option
  • Play button
  • Wrapup code
  • Notes from agents about previous calls from the same caller
  • Caller History