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<translate>= Initial General Configuration=
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<translate>= Initial General Configuration= <!--T:1-->
 
As the main source of information for all types of contact center configuration tasks, the ''Contact Center Administrator Guide'' generally follows the structure of the main menu of the Contact Center Administrator application. This enables you to find information about specific configuration resources easily using the table of contents. The order in which the information is presented in this guide is not necessarily the order in which you configure the resources of your contact center during your solution setup.
 
As the main source of information for all types of contact center configuration tasks, the ''Contact Center Administrator Guide'' generally follows the structure of the main menu of the Contact Center Administrator application. This enables you to find information about specific configuration resources easily using the table of contents. The order in which the information is presented in this guide is not necessarily the order in which you configure the resources of your contact center during your solution setup.
  
 +
<!--T:2-->
 
The recommended order of the most common contact center configuration tasks is described in this section. Each configuration step is referenced to a specific topic where more details can be found. Note that every configuration step recommended below is optional and depends on your specific environment. Because every contact center is unique, it is impossible to suggest a process that would apply universally to all possible types of installations. Use the information below as a general guideline only.
 
The recommended order of the most common contact center configuration tasks is described in this section. Each configuration step is referenced to a specific topic where more details can be found. Note that every configuration step recommended below is optional and depends on your specific environment. Because every contact center is unique, it is impossible to suggest a process that would apply universally to all possible types of installations. Use the information below as a general guideline only.
  
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<!--T:3-->
 
The following steps suggest the order of the initial general contact center configuration that is recommended regardless of whether the contact center will be used for inbound services, outbound campaigns, or both.  
 
The following steps suggest the order of the initial general contact center configuration that is recommended regardless of whether the contact center will be used for inbound services, outbound campaigns, or both.  
  
  
== Step 1: Log in with the default username and password ==
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== Step 1: Log in with the default username and password == <!--T:4-->
 
Refer to the [[contact-center-administrator-guide/LoginProcedure|Login Procedure]].
 
Refer to the [[contact-center-administrator-guide/LoginProcedure|Login Procedure]].
  
== Step 2: Adjust the application settings ==
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== Step 2: Adjust the application settings == <!--T:5-->
 
Update the [[contact-center-administrator-guide/ApplicationSettings|Application Settings]] to
 
Update the [[contact-center-administrator-guide/ApplicationSettings|Application Settings]] to
 
* Set your preferred time zone and language.
 
* Set your preferred time zone and language.
 
* Change the password.
 
* Change the password.
  
== Step 3: Configure the voicemail system ==
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== Step 3: Configure the voicemail system == <!--T:6-->
 
Enable [[contact-center-administrator-guide/Voicemail|voicemail]] for your contact center.
 
Enable [[contact-center-administrator-guide/Voicemail|voicemail]] for your contact center.
  
== Step 4: Create accounts ==
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== Step 4: Create accounts == <!--T:7-->
 
# Create accounts for the [[contact-center-administrator-guide/Users|users]] who will be performing the configuration tasks discussed in later steps. Initially, these users can be members of the default ''Administrators'' team.
 
# Create accounts for the [[contact-center-administrator-guide/Users|users]] who will be performing the configuration tasks discussed in later steps. Initially, these users can be members of the default ''Administrators'' team.
 
# Then assign those users the [[contact-center-administrator-guide/Roles|roles]] that will enable them to perform their tasks.
 
# Then assign those users the [[contact-center-administrator-guide/Roles|roles]] that will enable them to perform their tasks.
  
== Step 5: Specify the email settings ==
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== Step 5: Specify the email settings == <!--T:8-->
 
See section [[contact-center-administrator-guide/EmailSettings|Email Settings]].
 
See section [[contact-center-administrator-guide/EmailSettings|Email Settings]].
  
== Step 6: Setup audio for pre-recorded messages ==
+
== Step 6: Setup audio for pre-recorded messages == <!--T:9-->
 
# Prepare and upload custom [[contact-center-administrator-guide/AudioTreatments|audio treatments]].
 
# Prepare and upload custom [[contact-center-administrator-guide/AudioTreatments|audio treatments]].
 
# Create [[contact-center-administrator-guide/SharedVoiceSegments|shared voice segments]].
 
# Create [[contact-center-administrator-guide/SharedVoiceSegments|shared voice segments]].
 
# Record or upload a default [[contact-center-administrator-guide/Voicemail|voicemail]] greeting.
 
# Record or upload a default [[contact-center-administrator-guide/Voicemail|voicemail]] greeting.
  
== Step 7: Update general settings ==
+
== Step 7: Update general settings == <!--T:10-->
 
Review and change the default values of the [[contact-center-administrator-guide/GeneralSettings|general settings]] that apply to the entire contact center.
 
Review and change the default values of the [[contact-center-administrator-guide/GeneralSettings|general settings]] that apply to the entire contact center.
  
== Step 8: Specify call recording settings and grading categories ==
+
== Step 8: Specify call recording settings and grading categories == <!--T:11-->
 
Specify the desired percentage of recorded calls and, if necessary, change the default quality assessment categories.
 
Specify the desired percentage of recorded calls and, if necessary, change the default quality assessment categories.
 
Refer to section [[contact-center-administrator-guide/CallRecording|Call Recording]] and section [[contact-center-administrator-guide/GradingCategories|Grading Categories]].
 
Refer to section [[contact-center-administrator-guide/CallRecording|Call Recording]] and section [[contact-center-administrator-guide/GradingCategories|Grading Categories]].
  
== Step 9: Define operational schedules of your contact center. ==
+
== Step 9: Define operational schedules of your contact center. == <!--T:12-->
 
Specify your contact center's [[contact-center-administrator-guide/Calendars|calendars]] and [[contact-center-administrator-guide/HoursofOperation|hours of operation]].
 
Specify your contact center's [[contact-center-administrator-guide/Calendars|calendars]] and [[contact-center-administrator-guide/HoursofOperation|hours of operation]].
  
== Step 10: Create teams and add users ==
+
== Step 10: Create teams and add users == <!--T:13-->
 
# Add [[contact-center-administrator-guide/Teams|teams]] to your contact center. Agents work in teams that supervisors are assigned to supervise.
 
# Add [[contact-center-administrator-guide/Teams|teams]] to your contact center. Agents work in teams that supervisors are assigned to supervise.
 
# Create or import [[contact-center-administrator-guide/Users|users]] and assign them to teams. If you plan to use chat media to serve your customers and/or for internal communications, consider uploading photos for all users. Note that users may be given the privilege to configure many of their own settings and upload their own photos.
 
# Create or import [[contact-center-administrator-guide/Users|users]] and assign them to teams. If you plan to use chat media to serve your customers and/or for internal communications, consider uploading photos for all users. Note that users may be given the privilege to configure many of their own settings and upload their own photos.
 
# Create or import [[contact-center-administrator-guide/Users|users]] that will serve as supervisors, and assign them to supervise the agent teams.
 
# Create or import [[contact-center-administrator-guide/Users|users]] that will serve as supervisors, and assign them to supervise the agent teams.
  
== Other Configuration Steps ==
+
== Other Configuration Steps == <!--T:14-->
 
For configuration steps specific to different types of services, follow these links:
 
For configuration steps specific to different types of services, follow these links:
 
* [[contact-center-administrator-guide/InboundVoiceandChatServiceConfiguration|Inbound Voice and Chat Services]]
 
* [[contact-center-administrator-guide/InboundVoiceandChatServiceConfiguration|Inbound Voice and Chat Services]]

Revision as of 16:54, 15 October 2018

Other languages:
English • ‎日本語
• 5.2 • 5.3 • 5.8

Initial General Configuration

As the main source of information for all types of contact center configuration tasks, the Contact Center Administrator Guide generally follows the structure of the main menu of the Contact Center Administrator application. This enables you to find information about specific configuration resources easily using the table of contents. The order in which the information is presented in this guide is not necessarily the order in which you configure the resources of your contact center during your solution setup.

The recommended order of the most common contact center configuration tasks is described in this section. Each configuration step is referenced to a specific topic where more details can be found. Note that every configuration step recommended below is optional and depends on your specific environment. Because every contact center is unique, it is impossible to suggest a process that would apply universally to all possible types of installations. Use the information below as a general guideline only.

The following steps suggest the order of the initial general contact center configuration that is recommended regardless of whether the contact center will be used for inbound services, outbound campaigns, or both.


Step 1: Log in with the default username and password

Refer to the Login Procedure.

Step 2: Adjust the application settings

Update the Application Settings to

  • Set your preferred time zone and language.
  • Change the password.

Step 3: Configure the voicemail system

Enable voicemail for your contact center.

Step 4: Create accounts

  1. Create accounts for the users who will be performing the configuration tasks discussed in later steps. Initially, these users can be members of the default Administrators team.
  2. Then assign those users the roles that will enable them to perform their tasks.

Step 5: Specify the email settings

See section Email Settings.

Step 6: Setup audio for pre-recorded messages

  1. Prepare and upload custom audio treatments.
  2. Create shared voice segments.
  3. Record or upload a default voicemail greeting.

Step 7: Update general settings

Review and change the default values of the general settings that apply to the entire contact center.

Step 8: Specify call recording settings and grading categories

Specify the desired percentage of recorded calls and, if necessary, change the default quality assessment categories. Refer to section Call Recording and section Grading Categories.

Step 9: Define operational schedules of your contact center.

Specify your contact center's calendars and hours of operation.

Step 10: Create teams and add users

  1. Add teams to your contact center. Agents work in teams that supervisors are assigned to supervise.
  2. Create or import users and assign them to teams. If you plan to use chat media to serve your customers and/or for internal communications, consider uploading photos for all users. Note that users may be given the privilege to configure many of their own settings and upload their own photos.
  3. Create or import users that will serve as supervisors, and assign them to supervise the agent teams.

Other Configuration Steps

For configuration steps specific to different types of services, follow these links:


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