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Chapter 16. using call rules -1, Chapter 17. working as a call center agent -1 – Toshiba Strata CS User Manual

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ONTENTS

BETA DOCUMENT - PRELIMINARY & CONFIDENTIAL

Private and public contacts ............................................................. 15-3
Changing double-click behavior...................................................... 15-3

Managing contacts in the Client ..........................................................15-3

Using Strata CS Client contacts...................................................... 15-3
Using contacts in another contact manager ................................... 15-3
Entering a new contact.................................................................... 15-4
Sharing your contacts ..................................................................... 15-7

Teaching Strata CS to recognize your contacts..................................15-7

Identifying contacts by name........................................................... 15-8
Associating a call or caller ID number with a contact ................... 15-10
Understanding name and number on caller ID............................. 15-12
Using contact PINs for guaranteed recognition ............................ 15-12

Using workgroups .............................................................................15-13

Personal and public workgroups................................................... 15-14
The Workgroups view ................................................................... 15-15
Creating a workgroup.................................................................... 15-15
Calling a workgroup....................................................................... 15-16

Chapter 16. Using Call Rules..........................................................16-1

About call rules....................................................................................16-2

Call Rules overview......................................................................... 16-2
Examples of how you can use call rules......................................... 16-3

The Call Rules view ...........................................................................16-3
Creating a new call rule.......................................................................16-4

Combining caller and schedule conditions ..................................... 16-5
Setting caller conditions .................................................................. 16-5
Setting schedule conditions ............................................................ 16-5
Selecting how a call rule handles a call .......................................... 16-8

Enabling or disabling a call rule ..........................................................16-8
Choosing the priority of a call rule.......................................................16-9
Ignoring all call rules .........................................................................16-10

Chapter 17. Working as a Call Center Agent ................................17-1

Whether this chapter applies to you....................................................17-2
About call centers................................................................................17-2

Basic call center terminology .......................................................... 17-2

Signing in, signing out, and taking breaks...........................................17-3

Signing in......................................................................................... 17-3
Signing out....................................................................................... 17-3
Taking a break................................................................................. 17-4
Signing in at another extension....................................................... 17-4

Receiving and handling queue calls....................................................17-5