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outbound.preview.max-simultaneous-preview-record

Section: interaction-workspace
Default Value: -1
Valid Values: An integer.
Changes Take Effect: When the session is started or restarted.
Dependencies: privilege.outbound.can-use

Specifies the maximum number of simultaneous Outbound Preview records an agent can view in the interaction window. A 0 or a negative value indicates no limit.

outbound-callback.ringing-bell

Section: interaction-workspace
Default Value:
Valid Values: All special characters that are valid in a URL file path, the '|' separator, and numeric values.
Changes Take Effect: When the session is started or restarted.
Dependencies: privilege.outbound.can-use

Specifies the outbound callback ringing sound configuration string of a scheduled callback pushed to the agent as a preview. For example: 'BELL|7|0'. The value has three components that are separated by the pipe ('|') character. The first is the sound file name (the BELL, RING, CHORD or WARNING predefined aliases or an absolute URL to a MP3 file). The second is a priority — the higher the integer, the higher the priority. The last is the duration, which can have the following values:

  • -1 — play and repeat the sound until an explicit message, such as event established, causes it to stop.
  • 0 — play the whole sound once
  • an integer greater than 0 — the length of time, in milliseconds, to play and repeat the sound

outbound.call-result-automatically-selected

Section: interaction-workspace
Default Value:
Valid Values: Any available call result value.
Changes Take Effect: When the session is started or restarted.
Dependencies: privilege.outbound.can-use, outbound.call-result-values

Specifies the call result to be selected by default for outbound records. The specified call result must be defined by the values that are specified for the outbound.call-result-values option. If set to an empty value, the current call result of the outbound record is selected, or unknown is selected if there is no current value.

outbound.call-result-values

Section: interaction-workspace
Default Value: Answered,AnsweringMachine,Busy,NoAnswer,WrongNumber
Valid Values: One or more items from the following list: Abandoned (Abandoned), AgentCallbackError (Agent Callback Error), AllTrunksBusy (All Trunks Busy), Answered (Answered), AnsweringMachine (Answering Machine), Busy (Busy), CallDropError (Call Drop Error), DialError (Dial Error), DoNotCall (Do Not Call), Dropped (Dropped), DroppedNoAnswer (Dropped No Answer), FaxDetected (Fax Detected), GeneralError (General Error), GroupCallbackError (Group Callback Error), NoAnswer (No Answer), NoDialTone (No Dial Tone), NoEstablished (No Established), NoFreePortError (No Free Port Error), NoProgress (No Progress), NoRingback (No Ringback), NuTone (Nu Tone), Ok (Ok), PagerDetected (Pager Detected), Silence (Silence), SitDetected (Sit Detected), SitInvalidNum (Sit Invalid Num), SitNoCircuit (Sit No Circuit), SitOperintercept (Sit Operintercept), SitReorder (Sit Reorder), SitUnknown (Sit Unknown), SitVacant (Sit Vacant), Stale (Stale), SwitchError (Switch Error), SystemError (System Error), TransferError (Transfer Error), Unknown (Unknown), WrongNumber (Wrong Number), WrongParty (Wrong Party)
Changes Take Effect: At the next interaction.
Dependencies: privilege.outbound.can-use
Related Options: outbound.call-result-automatically-selected

Specifies the list of call results that are available for the agent to use for an outbound interaction. The call results are displayed in the order in which they appear in the list.

privilege.outbound.can-use

Section: interaction-workspace
Default Value: false
Valid Values: true, false.
Changes Take Effect: When the session is started or restarted.


Enables access to the Outbound Campaign functions.

privilege.outbound.push-preview.can-use

Section: interaction-workspace
Default Value: false
Valid Values: true, false.
Changes Take Effect: When the session is started or restarted.


Enables agents to participate in an Outbound push-preview campaign.

privilege.outbound.can-set-call-result

Section: interaction-workspace
Default Value: true
Valid Values: true, false.
Changes Take Effect: When the session is started or restarted.


Enables an agent to set a call result to the outbound record.

privilege.outbound.can-reschedule-on-new-number

Section: interaction-workspace
Default Value: true
Valid Values: true, false.
Changes Take Effect: When the session is started or restarted.
Dependencies: privilege.outbound.can-reschedule

Enables an agent to reschedule an outbound record on a new number (which adds a new record to the chain).

privilege.outbound.can-reschedule-before-call

Section: interaction-workspace
Default Value: true
Valid Values: true, false.
Changes Take Effect: When the session is started or restarted.
Dependencies: privilege.outbound.can-reschedule

Enables an agent to reschedule an outbound record before calling the contact.

privilege.outbound.can-reschedule

Section: interaction-workspace
Default Value: false
Valid Values: true, false.
Changes Take Effect: When the session is started or restarted.
Related Options: privilege.outbound.can-reschedule-before-call

Enables an agent to reschedule an outbound record for an active call. Use the privilege.outbound.can-reschedule-before-call privilege to allow rescheduling before the call is dialed.

privilege.outbound.can-reject-record

Section: interaction-workspace
Default Value: true
Valid Values: true, false.
Changes Take Effect: When the session is started or restarted.


Enables an agent to decline a preview record. If an agent declines a preview record, it can be processed by another agent in the campaign.

privilege.outbound.can-mark-do-not-call

Section: interaction-workspace
Default Value: true
Valid Values: true, false.
Changes Take Effect: When the session is started or restarted.


Enables an agent to mark a contact as Do Not Call.

privilege.outbound.can-get-next-preview-record

Section: interaction-workspace
Default Value: true
Valid Values: true, false.
Changes Take Effect: When the session is started or restarted.


Enables an agent to request a new preview record while processing of the previous preview record terminates.

privilege.outbound.can-dial-alternative-chained-record

Section: interaction-workspace
Default Value: true
Valid Values: true, false.
Changes Take Effect: When the session is started or restarted.


Enables an agent to dial a number from the preview record chain that is different than the number selected by the system.

privilege.outbound.can-cancel-record

Section: interaction-workspace
Default Value: true
Valid Values: true, false.
Changes Take Effect: When the session is started or restarted.


Enables an agent to cancel a preview record. If an agent cancels a preview record, it is not processed again during the current campaign.

privilege.outbound.can-use

Section: interaction-workspace
Default Value: false
Valid Values: true, false.
Changes Take Effect: When the session is started or restarted.


Enables access to the Outbound Campaign functions.

(Required configuration in Genesys Administrator)
 
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=Outbound campaign interactions=
 
=Outbound campaign interactions=
  
{{Editgrn_open}}Copied and pasted from WDE, needs to be triaged word-for-word to make it accurate for WWE.{{Editgrn_close}}
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Workspace Web Edition supports the following Outbound campaign types:
 
 
==Outbound campaign types==
 
Workspace Web Edition supports the following campaign types:
 
 
*'''Preview''': Contacts are retrieved manually by the agent and dialed manually by the agent. These are low volume/high value campaigns, in which campaign calls are made by using a preset calling list for a specific campaign.
 
*'''Preview''': Contacts are retrieved manually by the agent and dialed manually by the agent. These are low volume/high value campaigns, in which campaign calls are made by using a preset calling list for a specific campaign.
 +
*'''Push-Preview''': Contacts are retrieved automatically by the campaign, but the agent dials the call manually. These are low volume/high value campaigns, in which campaign calls are made by using a preset calling list. Agents are provided with a preview of the call, and then can either have the opportunity to accept it, or to reject it and return it to the top of the queue or discard the record.
 
*'''Progressive''': Contacts are retrieved and dialed automatically by the campaign. These are low volume/high value campaigns, in which outbound calls are directed to the agent desktop.
 
*'''Progressive''': Contacts are retrieved and dialed automatically by the campaign. These are low volume/high value campaigns, in which outbound calls are directed to the agent desktop.
 
*'''Predictive''': Contacts are retrieved and dialed automatically by the campaign. These are high volume/low value campaigns, in which outbound calls are directed to the agent desktop.
 
*'''Predictive''': Contacts are retrieved and dialed automatically by the campaign. These are high volume/low value campaigns, in which outbound calls are directed to the agent desktop.
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Workspace Web Edition employs the following Outbound privileges for all outbound campaign voice interactions:
 
Workspace Web Edition employs the following Outbound privileges for all outbound campaign voice interactions:
*[[Outbound#privilege.outbound.can-use|privilege.outbound.can-use]]: Enables access to the Outbound Campaign functions
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*{{Optionslink|link=Options:Web_Services_and_Applications:interaction-workspace:privilege-outbound-can-use}}: Enables access to the Outbound Campaign functions. All other outbound privileges and configuration options have a dependency on this privilege.
*[[Outbound#privilege.outbound.can-cancel-record|privilege.outbound.can-cancel-record]]: Enables agents to decline a preview record so that it is not processed during the current campaign.
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*{{Optionslink|link=Options:Web_Services_and_Applications:interaction-workspace:privilege-outbound-can-cancel-record}}: Enables agents to decline a preview record so that it is not processed during the current campaign.
*[[Outbound#privilege.outbound.can-dial-alternative-chained-record|privilege.outbound.can-dial-alternative-chained-record]]: Enables agents to dial a number from the preview record chain that is different from the number selected by the system.
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*{{Optionslink|link=Options:Web_Services_and_Applications:interaction-workspace:privilege-outbound-can-dial-alternative-chained-record}}: Enables agents to dial a number from the preview record chain that is different from the number selected by the system.
*[[Outbound#privilege.outbound.can-get-next-preview-record|privilege.outbound.can-get-next-preview-record]]: Enables agents to request a new preview record while terminating the processing of the previous record.
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*{{Optionslink|link=Options:Web_Services_and_Applications:interaction-workspace:privilege-outbound-can-get-next-preview-record}}: Enables agents to request a new preview record while terminating the processing of the previous record.
*[[Outbound#privilege.outbound.can-mark-do-not-call|privilege.outbound.can-mark-do-not-call]]: Enables agents to mark a contact as <tt>Do Not Call</tt>.
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*{{Optionslink|link=Options:Web_Services_and_Applications:interaction-workspace:privilege-outbound-can-mark-do-not-call}}: Enables agents to mark a contact as <tt>Do Not Call</tt>.
*[[Outbound#privilege.outbound.can-reject-record|privilege.outbound.can-reject-record]]: Enables agents to decline a preview record and redirect it back to the queue to be processed by another agent in the campaign.
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*{{Optionslink|link=Options:Web_Services_and_Applications:interaction-workspace:privilege-outbound-can-reject-record}}: Enables agents to decline a preview record and redirect it back to the queue to be processed by another agent in the campaign.
*[[Outbound#privilege.outbound.can-reschedule|privilege.outbound.can-reschedule]]: Enables agents to reschedule an outbound record of an active call for callback at a different date and/or time.
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*{{Optionslink|link=Options:Web_Services_and_Applications:interaction-workspace:privilege-outbound-can-reschedule}}: Enables agents to reschedule an outbound record of an active call for callback at a different date and/or time.
*[[Outbound#privilege.outbound.can-reschedule-before-call|privilege.outbound.can-reschedule-before-call]]: Enables agents to reschedule an outbound record of an Outbound Preview for callback at a different date and/or time. The Can Reschedule privilege must be enabled for this privilege to be active.
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*{{Optionslink|link=Options:Web_Services_and_Applications:interaction-workspace:privilege-outbound-can-reschedule-before-call}}: Enables agents to reschedule an outbound record of an Outbound Preview for callback at a different date and/or time. The Can Reschedule privilege must be enabled for this privilege to be active.
*[[Outbound#privilege.outbound.can-reschedule-on-new-number|privilege.outbound.can-reschedule-on-new-number]]: Enables agents to reschedule an outbound record using a new number. This action results in a new record being added to the chain.
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*{{Optionslink|link=Options:Web_Services_and_Applications:interaction-workspace:privilege-outbound-can-reschedule-on-new-number}}: Enables agents to reschedule an outbound record using a new number. This action results in a new record being added to the chain.
*[[Outbound#privilege.outbound.can-set-call-result|privilege.outbound.can-set-call-result]]: Enables agents to set a call result for the outbound record.
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*{{Optionslink|link=Options:Web_Services_and_Applications:interaction-workspace:privilege-outbound-can-set-call-result}}: Enables agents to set a call result for the outbound record.
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*{{Optionslink|link=Options:Web_Services_and_Applications:interaction-workspace:privilege-outbound-push-preview-can-use}}: Enables agents to participate in an Outbound push-preview campaign.
  
 
==Outbound options configuration==
 
==Outbound options configuration==
You use the following options in the <tt>interaction-workspace</tt> section to configure outbound interactions:
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After you grant {{Optionslink|link=Options:Web_Services_and_Applications:interaction-workspace:privilege-outbound-can-use}}, use the following options in the <tt>interaction-workspace</tt> section to configure outbound interactions:
*[[Outbound#outbound.call-result-values|outbound.call-result-values]]: Specifies the list of call results that are available for the agent to use for an outbound interaction. The call results are displayed in the order in which they appear in the list. For example: <tt>Answered,NoAnswer,AnsweringMachine,Busy,WrongNumber</tt>
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*{{Optionslink|link=Options:Web_Services_and_Applications:interaction-workspace:outbound-call-result-values}}: Specifies the list of call results that are available for the agent to use for an outbound interaction. The call results are displayed in the order in which they appear in the list. For example: <tt>Answered,NoAnswer,AnsweringMachine,Busy,WrongNumber</tt>
*[[Outbound#outbound.call-result-automatically-selected|outbound.call-result-automatically-selected]]: Specifies the call result to be selected by default for outbound records. The specified call result must be defined by the values that are specified for the outbound.call-result-values option. If set to an empty value, the current call result of the outbound record is selected, or unknown is selected if there is no current value.
+
*{{Optionslink|link=Options:Web_Services_and_Applications:interaction-workspace:outbound-call-result-automatically-selected}}: Specifies the call result to be selected by default for outbound records. The specified call result must be defined by the values that are specified for the outbound.call-result-values option. If set to an empty value, the current call result of the outbound record is selected, or unknown is selected if there is no current value.
*[[Outbound#outbound-callback.ringing-bell|outbound-callback.ringing-bell]]: Specifies the outbound callback ringing sound configuration string of a scheduled callback pushed to the agent as a preview.
+
*{{Optionslink|link=Options:Web_Services_and_Applications:interaction-workspace:outbound-callback-ringing-bell}}: Specifies the outbound callback ringing sound configuration string of a scheduled callback pushed to the agent as a preview.
*[[Outbound#outbound.preview.max-simultaneous-preview-record|outbound.preview.max-simultaneous-preview-record]]: Specifies the maximum number of simultaneous Outbound Preview records an agent can view in the interaction window. A 0 or a negative value indicates no limit.
+
*{{Optionslink|link=Options:Web_Services_and_Applications:interaction-workspace:outbound-preview-max-simultaneous-preview-record}}: Specifies the maximum number of simultaneous Outbound Preview records an agent can view in the interaction window. A 0 or a negative value indicates no limit.
 
 
== Configuring an alternate number for Outbound Preview Mode==
 
 
 
You can now configure an alternate dialing number for an Outbound call that has a <tt>NoAnswer</tt> or <tt>Busy</tt> result, or some other result than <tt>Answered</tt>.
 
 
 
To enable this functionality, you must create a new Treatment object in the Outbound Contact Server (OCS) application in the Genesys Configuration layer. The Treatment object specifies that the next number in the dialing chain for the contact is dialed. The Treatment ensures that each number in the dialing chain is tried until the agent applies a different disposition to the call.
 
 
 
<ol>
 
<li>In Genesys Administrator, open <tt>PROVISIONING > Outbound Contact > Treatments</tt>.</li>
 
<li>Click <tt>New</tt>.</li>
 
<li>In the New Treatment view, set the following field values:
 
<ul>
 
<li>'''Name:''' ReDial_NoAnswer</li>
 
<li>'''Call Result:''' No Answer</li>
 
<li>'''Apply to Record:''' Next in chain</li>
 
<li>'''Number in Sequence:''' 1</li>
 
<li>'''State:''' Enabled</li>
 
<li>'''Cycle Attempt:''' 10</li>
 
<li>'''Interval, minutes:''' 1</li>
 
</ul>
 
</li>
 
<li>Assign the new Treatment to the calling list. Open one or more of your Calling List objects in Genesys Administrator and select the Treatments tab.</li>
 
<li>Click <tt>Add</tt>.</li>
 
<li>In the Browse dialog box, select the treatment that you just created.</li>
 
<li>Click <tt>OK</tt>.</li>
 
<li>Click <tt>Save & Close</tt>.</li>
 
<li>In Genesys Administrator, open the Workspace Application object and configure it to use the Treatment.</li>
 
<li>In the <tt>interaction-workspace</tt> section assign the value <tt>personal</tt> to the <tt>[[OutboundOptions#outbound.treatment.2Dmode|outbound.treatment-mode]]</tt> option. Setting this option to <tt>personal</tt> adds the <tt>GSW_TREATMENT = RecordTreatPersonal</tt> attached data to the <tt>EventUserEvent</tt> that is generated when the record is marked as <tt>processed</tt>. This attached data informs OCS that a treatment should be applied to the outbound record if the call result matches the result that is set for the record. This ensures that the callback is assigned to the agent who set the <tt>No Answer</tt> disposition for the call and not to the next available agent who is working on the same campaign. Refer to the scenario that is described below.</li>
 
</ol>
 
 
 
===Scenario===
 
 
 
# Your Outbound campaign is started in Preview mode.
 
# An agent logs in to Workspace Web Edition.
 
# The agent clicks <tt>Get Record</tt> to retrieve an Outbound Record from the Outbound Campaign on which they are working.
 
# The agent receives an Outbound Record and selects the number to be dialed from the list of available phone numbers in the Outbound Chain.
 
# The agent calls the selected number.
 
# When the call is over, the agent sets the Call Result to <tt>No Answer</tt> and then clicks <tt>Done</tt>, closing the interaction.
 
# OCS applies the <tt>ReDial_NoAnswer</tt> call treatment that you created to handle the No Answer call result.
 
# An immediate callback for the Outbound Record is triggered (refer to the "Call Handling/Treatments" section in the ''[[Documentation:OU:Dep:Welcome:Latest|Outbound Contact 8.1 Deployment Guide]]'').
 
# The agent immediately receives a ''personal'' callback for this outbound record because the value of the <tt>outbound.treatment-mode</tt> option is set to <tt>personal</tt>.
 
# The agent accepts the personal callback.
 
# The preview record is displayed and the agent is able to dial one of the available numbers from the outbound chain.
 
  
 +
{{NoteFormat|You can [[CustomerCase#EditCaseInfo|edit case information]] to include custom fields in the case information for an Outbound interaction. }}
  
 
[[Category:V:HTCC:8.5.2DRAFT]]
 
[[Category:V:HTCC:8.5.2DRAFT]]

Latest revision as of 13:02, May 22, 2018

Outbound campaign interactions

Workspace Web Edition supports the following Outbound campaign types:

  • Preview: Contacts are retrieved manually by the agent and dialed manually by the agent. These are low volume/high value campaigns, in which campaign calls are made by using a preset calling list for a specific campaign.
  • Push-Preview: Contacts are retrieved automatically by the campaign, but the agent dials the call manually. These are low volume/high value campaigns, in which campaign calls are made by using a preset calling list. Agents are provided with a preview of the call, and then can either have the opportunity to accept it, or to reject it and return it to the top of the queue or discard the record.
  • Progressive: Contacts are retrieved and dialed automatically by the campaign. These are low volume/high value campaigns, in which outbound calls are directed to the agent desktop.
  • Predictive: Contacts are retrieved and dialed automatically by the campaign. These are high volume/low value campaigns, in which outbound calls are directed to the agent desktop.

Outbound privileges

Workspace Web Edition employs the following Outbound privileges for all outbound campaign voice interactions:

Outbound options configuration

After you grant privilege.outbound.can-use, use the following options in the interaction-workspace section to configure outbound interactions:

  • outbound.call-result-values: Specifies the list of call results that are available for the agent to use for an outbound interaction. The call results are displayed in the order in which they appear in the list. For example: Answered,NoAnswer,AnsweringMachine,Busy,WrongNumber
  • outbound.call-result-automatically-selected: Specifies the call result to be selected by default for outbound records. The specified call result must be defined by the values that are specified for the outbound.call-result-values option. If set to an empty value, the current call result of the outbound record is selected, or unknown is selected if there is no current value.
  • outbound-callback.ringing-bell: Specifies the outbound callback ringing sound configuration string of a scheduled callback pushed to the agent as a preview.
  • outbound.preview.max-simultaneous-preview-record: Specifies the maximum number of simultaneous Outbound Preview records an agent can view in the interaction window. A 0 or a negative value indicates no limit.
Important
You can edit case information to include custom fields in the case information for an Outbound interaction.
This page was last edited on May 22, 2018, at 13:02.
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