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| − | + | = How to Use the Directory= | |
You can make calls to the users and contacts registered in your contact center directory by selecting them from the ''Directory'' tab. The directory will typically provide contacts of users in your organization grouped by teams. It may also contain external contacts. For internal contacts, the directory also provides information about their current availability to communicate. | You can make calls to the users and contacts registered in your contact center directory by selecting them from the ''Directory'' tab. The directory will typically provide contacts of users in your organization grouped by teams. It may also contain external contacts. For internal contacts, the directory also provides information about their current availability to communicate. | ||
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To view directory contacts, click the ''Directory'' tab. The directory will initially list all teams configured in your contact center. External contacts will also be organized in folders. To see contacts of members of a particular team or folder, click the arrow icon next to its name. | To view directory contacts, click the ''Directory'' tab. The directory will initially list all teams configured in your contact center. External contacts will also be organized in folders. To see contacts of members of a particular team or folder, click the arrow icon next to its name. | ||
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You can also search for a contact by typing the contact name or number in the search field that you see above the list of contacts. As you type, only the matching contacts will remain visible in the directory. | You can also search for a contact by typing the contact name or number in the search field that you see above the list of contacts. As you type, only the matching contacts will remain visible in the directory. | ||
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[[File:Directory-List-50.png|thumb|300px|center|Directory]] | [[File:Directory-List-50.png|thumb|300px|center|Directory]] | ||
| − | == Display Icons == | + | == Display Icons == |
For each contact, the directory will display the name and phone number. For users, the directory will also display icons indicating their current availability to communicate. The icons have the following meanings. | For each contact, the directory will display the name and phone number. For users, the directory will also display icons indicating their current availability to communicate. The icons have the following meanings. | ||
| − | === Available === | + | === Available === |
[[File:agent-guide-image5.PNG|26px]] | [[File:agent-guide-image5.PNG|26px]] | ||
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The user is at the desk and is not on a phone call. | The user is at the desk and is not on a phone call. | ||
| − | === Away === | + | === Away === |
[[File:agent-guide-image38.PNG|26px]] | [[File:agent-guide-image38.PNG|26px]] | ||
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The user is logged in but is likely to be away from the desk at the moment. This status is assigned automatically if no computer activity has been detected for the last 15 minutes. As soon as some activity is detected, the user is automatically switched to status ''Available''. This status does not prevent you from attempting to contact the user. | The user is logged in but is likely to be away from the desk at the moment. This status is assigned automatically if no computer activity has been detected for the last 15 minutes. As soon as some activity is detected, the user is automatically switched to status ''Available''. This status does not prevent you from attempting to contact the user. | ||
| − | === Do Not Disturb === | + | === Do Not Disturb === |
[[File:agent-guide-image6.PNG|26px]] | [[File:agent-guide-image6.PNG|26px]] | ||
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The user has manually set the status indicating the desire not to be contacted at the moment. This status does not prevent you from attempting to contact the user. | The user has manually set the status indicating the desire not to be contacted at the moment. This status does not prevent you from attempting to contact the user. | ||
| − | === On the Phone === | + | === On the Phone === |
[[File:agent-guide-image39.PNG|26px]] | [[File:agent-guide-image39.PNG|26px]] | ||
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The user is currently on a phone call. This status is assigned automatically when the user makes or answers a phone call. This status applies to users busy with phone calls only; status ''Available'' will be displayed for users who handle interactions of any other media types. | The user is currently on a phone call. This status is assigned automatically when the user makes or answers a phone call. This status applies to users busy with phone calls only; status ''Available'' will be displayed for users who handle interactions of any other media types. | ||
| − | === Logged out === | + | === Logged out === |
[[File:agent-guide-image40.PNG|26px]] | [[File:agent-guide-image40.PNG|26px]] | ||
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The user is currently logged out. | The user is currently logged out. | ||
| − | == Placing a Call From the Directory == | + | == Placing a Call From the Directory == |
To call a number from the directory, follow these steps. | To call a number from the directory, follow these steps. | ||
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# Select the contact you wish to call. The contact’s number will appear in the ''Number Input Field''. | # Select the contact you wish to call. The contact’s number will appear in the ''Number Input Field''. | ||
# If necessary, select the service as described in section [[agent-guide/HowtoMakeanOutboundCall|How to Make an Outbound Call]]. | # If necessary, select the service as described in section [[agent-guide/HowtoMakeanOutboundCall|How to Make an Outbound Call]]. | ||
# Click the '''Initiate call''' button. | # Click the '''Initiate call''' button. | ||
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Latest revision as of 04:31, 29 May 2024
How to Use the Directory
You can make calls to the users and contacts registered in your contact center directory by selecting them from the Directory tab. The directory will typically provide contacts of users in your organization grouped by teams. It may also contain external contacts. For internal contacts, the directory also provides information about their current availability to communicate.
To view directory contacts, click the Directory tab. The directory will initially list all teams configured in your contact center. External contacts will also be organized in folders. To see contacts of members of a particular team or folder, click the arrow icon next to its name.
You can also search for a contact by typing the contact name or number in the search field that you see above the list of contacts. As you type, only the matching contacts will remain visible in the directory.
Display Icons
For each contact, the directory will display the name and phone number. For users, the directory will also display icons indicating their current availability to communicate. The icons have the following meanings.
Available
The user is at the desk and is not on a phone call.
Away
The user is logged in but is likely to be away from the desk at the moment. This status is assigned automatically if no computer activity has been detected for the last 15 minutes. As soon as some activity is detected, the user is automatically switched to status Available. This status does not prevent you from attempting to contact the user.
Do Not Disturb
The user has manually set the status indicating the desire not to be contacted at the moment. This status does not prevent you from attempting to contact the user.
On the Phone
The user is currently on a phone call. This status is assigned automatically when the user makes or answers a phone call. This status applies to users busy with phone calls only; status Available will be displayed for users who handle interactions of any other media types.
Logged out
The user is currently logged out.
Placing a Call From the Directory
To call a number from the directory, follow these steps.
- Select the contact you wish to call. The contact’s number will appear in the Number Input Field.
- If necessary, select the service as described in section How to Make an Outbound Call.
- Click the Initiate call button.
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