Jump to: navigation, search
(Team Communicator)
(Team Communicator)
Line 68: Line 68:
  
 
Select the '''Show Types''' icon ([[Image:IW_Team_Comm_Group_Ungroup_Button_850.png]]) to arrange the search results by category. You can collapse categories by selecting the arrow displayed beside the name of the category.
 
Select the '''Show Types''' icon ([[Image:IW_Team_Comm_Group_Ungroup_Button_850.png]]) to arrange the search results by category. You can collapse categories by selecting the arrow displayed beside the name of the category.
 
</div>
 
</div>
 
|-|
 
Favorites=
 
<div class="cloud-wrapper">
 
<h2>Corporate Favorites</h2>
 
<div class="cloud-left">
 
A favorite is an internal target or a contact you call frequently, or who you want to find quickly. <!--You can designate internal targets and contacts as "favorites" by using the '''Action Menu''' in the Team Communicator. When you designate an internal target or a contact as a favorite, you might be configured to assign him, her, or it to a favorite category.-->Favorites categories might be pre-defined by your administrator<!--, or you might be configured to create your own categories-->. Corporate Favorites are read-only.
 
 
<!--To designate an internal target or a contact as a favorite, perform the following steps:
 
 
# Find the internal target or contact in the Team Communicator.
 
# Click to open the '''Action Menu''' that is displayed beside the name of the internal target or contact that you want to add to your favorites, and select '''Add to Favorites'''.
 
# The '''New Favorite''' dialog box is displayed.
 
* The '''Category''' drop-down list enables you to define a new category or select from a list of existing categories.
 
* Click '''OK''' to add the internal target or contact to a category as a favorite. If you do not choose a category, the favorite will be listed in the Other Favorites category when the Team Communicator is displayed in the Category view.-->
 
In the Team Communicator,<!-- designated favorites are marked by a gold star ([[Image:IW_Team_Comm_Favorite_Icon.gif]]), and--> corporate favorites are marked by a locked gold star ([[Image:IW_Team_Comm_Corporate_Favorite_Icon_850.png]]). Your administrator might designate corporate favorites for you that might be context-sensitive, determined by your role, or with which contact you are currently interacting.
 
<!--
 
[[Image:Workspace 851 Favorites.jpg|frame|center]]-->
 
 
If you filter your Team Communicator search results by favorites, type, and/or category, the Team Communicator sorts favorites into the designated categories. <!--In the figure below, favorite contacts are displayed in two categories, Gold and Silver. The first contact is a personal favorite and the second is a corporate favorite.
 
 
[[Image:IW_Team_Comm_Favorites_By_Category.gif|frame|center|Finding a favorite]]
 
 
You can edit a favorite to add, remove, or change a category. Select '''Edit Favorite''' ([[Image:IW_Team_Comm_Edit_Favorite_Button.gif]]) from the '''Action Menu''' to display and use the '''Edit Favorite''' dialog box.
 
 
You can remove an internal target or a contact from your list of favorites by selecting '''Remove from Favorites''' ([[Image:IW_Team_Comm_Remove_Favorite_Button.gif]]) from the '''Action Menu'''.-->
 
 
'''Note:'''
 
* You cannot edit or remove Corporate Favorites. These favorites are controlled by your administrator.
 
<!--* If you added a target as a Personal Favorite and then your administrator adds this same target as a corporate favorite, that target will be designated as a Corporate Favorite in the flat view, and as both a Personal Favorite and Corporate Favorite in the categorized view.-->
 
  
 
</div>
 
</div>

Revision as of 14:24, March 17, 2015

Team Communicator

The Team Communicator is a feature that enables you to find someone in your organization directory (internal target) or someone outside your organization, like a contact in the contact directory, then start a voice call. You can also enter a phone number into the Team Communicator field and immediately start a call to that person. Your administrator might configure your system to restrict your search results.

Main Window Team Communicator. Use this to type in names and phone numbers.

For example, the Team Communicator enables you to initiate voice communication with internal or external people to help resolve a particular customer case or for other purposes, such as a follow-up call or a meeting.

The Team Communicator is available with the following view:

Type a name or number in the field to begin your search. Team Communicator filters by Agent, Agent Group, Routing point, or skill.

Main View Team Communicator

The Main View contains the Team Communicator Quick Search field. The Quick Search field is a universal-lookup tool. The tool can search both the contact database and the internal-target directory. Your system administrator might have configured it to provide universal contact lookup or simply to provide internal-target lookup.

Starting an Interaction

When you select Team Communicator, a toolbar is displayed. Enter a name, telephone number, or other keywords in the field to begin your search. As you type, the Team Communicator suggests known agents, contacts, and other resources. Click on the name of the person that you want to contact from the results list. You can still start an interaction with someone who is not in your company database by typing in the full telephone number and then clicking the Call button beside the phone number:

GPlusCallButtonTeamCommunicator7.png

Initiating a New Interaction

To launch a new interaction (external or internal interaction), use the Team Communicator to find and select a target or contact. Enter the name of an internal target or a contact name, or telephone number in the universal-lookup field.

As you type, GPlus Adapter searches the internal target and contact databases and lists potential contacts and internal targets.

You can use the Controls in Team Communicator to do the following:

  • Filter and sort the list of search results.
  • Perform actions on a selected contact for calling.

Filtering and Sorting the List of Search Results

Search results are displayed in a list. The search is a “keyword” search that searches each field of the contact database for the word or words (name, telephone number, or other criteria) you provide in the search field. Each field of the database is searched by using a “starts-with” search for the keywords you provide.

Results are returned in a list that is sorted according to the scoring rules. In most cases, you can refine the search results by using the filtering features of the list view. For example, you can filter your search results so that only agents are displayed.

Result types might include the following:

  • Agent
  • Agent Group
  • Routing Point
  • Skill
  • Contact
  • Directly Dialed

Select the Show Types icon (IW Team Comm Group Ungroup Button 850.png) to arrange the search results by category. You can collapse categories by selecting the arrow displayed beside the name of the category.




Comments or questions about this documentation? Contact us for support!