Jump to: navigation, search

system.cometd.timeout

Section: interaction-workspace
Default Value: 60000
Valid Values: An integer value greater than or equal to 0.
Changes Take Effect: After the next platform configuration refresh interval.
Introduced: 9.0.000.31

Specifies the duration, in milliseconds, before the session is considered closed when the connection with the server is lost.

system.feedback.submit-after-disconnect

Section: interaction-workspace
Default Value: false
Valid Values: true, false.
Changes Take Effect: After the next platform configuration refresh interval.
Introduced: 9.0.000.31
Related Options: system.cometd.timeout

Specifies whether a Feedback dialog box is displayed the next time the agent logs in after a session closed due to the Cometd defense. Managed by the system.cometd.timeout option.

system.feedback.message.max-length

Section: interaction-workspace
Default Value: 10000
Valid Values: An integer value from 500 through 50000.
Changes Take Effect: After the next platform configuration refresh interval.
Introduced: 9.0.000.31

Specifies the maximum number of characters in the feedback message.

system.feedback.log-size

Section: interaction-workspace
Default Value: 1000
Valid Values: An integer value greater than or equal to 0.
Changes Take Effect: After the next platform configuration refresh interval.
Introduced: 9.0.000.31

Specifies the number of characters from the last Log to send with the feedback.

system.feedback.log-level

Section: interaction-workspace
Default Value: trace
Valid Values: Select a value from the following list: Trace, Debug, Info, Warning, Error, Off.
Changes Take Effect: After the next platform configuration refresh interval.
Introduced: 9.0.000.31

Specifies the feedback log level.

system.feedback

Section: interaction-workspace
Default Value: false
Valid Values: true, false.
Changes Take Effect: After the next platform configuration refresh interval.
Introduced: 9.0.000.31

Specifies whether a Feedback button is displayed in the About window.

teamcommunicator.max-favorites-size

Section: interaction-workspace
Default Value: 50
Valid Values: An integer value from 0 through 100.
Changes Take Effect: After the next platform configuration refresh interval.
Introduced: 9.0.000.31

Specifies the maximum size of the favorites list that is displayed while an agent is displaying favorites.

teamcommunicator.corporate-favorites

Section: interaction-workspace
Default Value: No default value
Valid Values: A comma-separated list of favorite names (section names) that are defined in the Workspace application.
Changes Take Effect: Immediately
Introduced: 9.0.000.31
Modified: 9.0.000.88

Specifies the list of corporate favorites (quick dial favorites) that are configured in the Configuration Server for an Agent, Agent Group, Skill, Routing Point, Queue, Interaction Queue, or Custom Contact. See the procedure 'Creating Corporate Favorites' in the Configuration Guide for information about creating Corporate Favorite objects in the configuration layer. This option can be overridden by a routing strategy as described in the Configuration Guide.

privilege.teamcommunicator.can-view-favorites

Section: interaction-workspace
Default Value: true
Valid Values: true, false.
Changes Take Effect: After the next platform configuration refresh interval.
Introduced: 9.0.000.31

Enables an agent to view favorites in Team Communicator.

intercommunication.<media-type>.routing-based-targets

Section: interaction-workspace
Default Value: No default value
Valid Values: A comma-separated list of valid object types from the following list: Agent, InteractionQueue
Changes Take Effect: After the next platform configuration refresh interval.
Introduced: 9.0.000.31
Modified: 9.0.000.65
Related Options: intercommunication.<media-type>.routing-based-actions

Specifies the list of targets that are contacted through the 'routing based' mechanism for the requests that are defined in the intercommunication.<media-type>.routing-based-actions option. Note: The targets 'AgentGroup' and 'Skill' are always addressed through routing; therefore, they are not affected by this option.

intercommunication.email.routing-based-targets

Section: interaction-workspace
Default Value: No default value
Valid Values: A comma-separated list of valid object types from the following list: Agent, InteractionQueue
Changes Take Effect: After the next platform configuration refresh interval.
Introduced: 9.0.000.31
Modified: 9.0.000.65
Related Options: intercommunication.email.routing-based-actions

Specifies the list of targets that are contacted through the 'routing based' mechanism for the requests that are specified in the intercommunication.email.routing-based-actions option. Note: The targets 'AgentGroup' and 'Skill' are always addressed through routing; therefore, they are not affected by this option.

intercommunication.chat.routing-based-targets

Section: interaction-workspace
Default Value: No default value
Valid Values: A comma-separated list of valid object types from the following list: Agent, InteractionQueue
Changes Take Effect: After the next platform configuration refresh interval.
Introduced: 9.0.000.31
Modified: 9.0.000.65
Related Options: intercommunication.chat.routing-based-actions

Defines the list of targets that are contacted through the 'routing based' mechanism for the requests that are defined in the intercommunication.chat.routing-based-actions option. Note: The targets 'AgentGroup' and 'Skill' are always addressed through routing; therefore, they are not affected by this option.

intercommunication.<media-type>.routing-based-actions

Section: interaction-workspace
Default Value: OneStepTransfer
Valid Values: A comma-separated list of valid operation names from the following list: OneStepTransfer.
Changes Take Effect: After the next platform configuration refresh interval.
Introduced: 9.0.000.31
Modified: 9.0.000.65

Specifies the list of 'routing based' actions that an agent is allowed to perform.

intercommunication.email.routing-based-actions

Section: interaction-workspace
Default Value: OneStepTransfer
Valid Values: A comma-separated list of valid operation names from the following list: OneStepTransfer.
Changes Take Effect: After the next platform configuration refresh interval.
Introduced: 9.0.000.31
Modified: 9.0.000.65

Specifies the list of 'routing based' actions that an agent is allowed to perform.

intercommunication.chat.routing-based-actions

Section: interaction-workspace
Default Value: InitTransfer,OneStepTransfer
Valid Values: A comma-separated list of valid operation names from the following list: InitTransfer, OneStepTransfer, OneStepConference.
Changes Take Effect: After the next platform configuration refresh interval.
Introduced: 9.0.000.31
Modified: 9.0.000.65

Specifies the list of 'routing based' actions that an agent is allowed to perform.

intercommunication.<media-type>.queue

Section: interaction-workspace
Default Value: No default value
Valid Values: Name of a valid Script object of type Interaction Queue
Changes Take Effect: After the next platform configuration refresh interval.
Introduced: 9.0.000.31
Modified: 9.0.000.65

Specifies the name of the Interaction Queue that is used by the 'routing based' feature for a Workitem. The following attached data are added by Worskpace: IW_RoutingBasedOriginalEmployeeId,IW_RoutingBasedTargetId,IW_RoutingBasedTargetType,IW_RoutingBasedRequestType.

intercommunication.chat.queue

Section: interaction-workspace
Default Value: No default value
Valid Values: Name of a valid Script object of type Interaction Queue
Changes Take Effect: After the next platform configuration refresh interval.
Introduced: 9.0.000.31
Modified: 9.0.000.65

Specifies the name of the Interaction Queue that is used by the 'routing based' feature for Chat. The following attached data are added by Worskpace:IW_RoutingBasedOriginalEmployeeId,IW_RoutingBasedTargetId,IW_RoutingBasedTargetType,IW_RoutingBasedRequestType.

intercommunication.email.queue

Section: interaction-workspace
Default Value: No default value
Valid Values: Name of a valid Script object of type Interaction Queue
Changes Take Effect: After the next platform configuration refresh interval.
Introduced: 9.0.000.31
Modified: 9.0.000.65

Specifies the name of the Interaction Queue that is used by the 'routing based' feature for email. The following attached data are added by Worskpace:IW_RoutingBasedOriginalEmployeeId,IW_RoutingBasedTargetId,IW_RoutingBasedTargetType,IW_RoutingBasedRequestType.

intercommunication.voice.single-step-transfer-enabled

Section: interaction-workspace
Default Value: Agent, AgentGroup, RoutingPoint, Contact, TypeDestination, Skill
Valid Values: A comma-separated list of valid object types from the following list: Agent, AgentGroup, RoutingPoint, ACDQueue, Contact, TypeDestination, Skill, Teams.
Changes Take Effect: Immediately
Introduced: 9.0.000.31
Modified: 9.0.000.88

Specifies the list of targets enabled in Team Communication for a single step transfer.

intercommunication.voice.single-step-conference-enabled

Section: interaction-workspace
Default Value: Agent, AgentGroup, RoutingPoint, Contact, TypeDestination, Skill
Valid Values: A comma-separated list of valid object types from the following list: Agent, AgentGroup, RoutingPoint, ACDQueue, Contact, TypeDestination, Skill, Teams.
Changes Take Effect: Immediately
Introduced: 9.0.000.31
Modified: 9.0.000.88

Specifies the list of targets enabled in Team Communication for a single step conference.

intercommunication.voice.make-call-enabled

Section: interaction-workspace
Default Value: Agent, AgentGroup, RoutingPoint, Contact, TypeDestination, Skill
Valid Values: A comma-separated list of valid object types from the following list: Agent, AgentGroup, RoutingPoint, ACDQueue, Contact, TypeDestination, Skill, Teams.
Changes Take Effect: Immediately
Introduced: 9.0.000.31
Modified: 9.0.000.88

Specifies the list of targets enabled in Team Communication for making call.

intercommunication.voice.consultation-enabled

Section: interaction-workspace
Default Value: Agent, AgentGroup, RoutingPoint, Contact, TypeDestination, Skill
Valid Values: A comma-separated list of valid object types from the following list: Agent, AgentGroup, RoutingPoint, ACDQueue, Contact, TypeDestination, Skill, Teams.
Changes Take Effect: Immediately
Introduced: 9.0.000.31
Modified: 9.0.000.88

Specifies the list of targets enabled in Team Communication for a consultation.

intercommunication.voice.routing-points

Section: interaction-workspace
Default Value: No default value
Valid Values: A comma-separated list of call number names in the following format: $dn_name@switch$
Changes Take Effect: After the next platform configuration refresh interval.
Introduced: 9.0.000.31
Modified: 9.0.000.65

Specifies the call number that is used by the Routing Base feature. The following attached data are added by Worskpace: IW_RoutingBasedOriginalEmployeeId,IW_RoutingBasedTargetId,IW_RoutingBasedTargetType,IW_RoutingBasedRequestType.

intercommunication.voice.routing-based-actions

Section: interaction-workspace
Default Value: MakeCall,OneStepConference,InitConference,OneStepTransfer,InitTransfer
Valid Values: A comma-separated list of valid operation names from the following list: MakeCall, OneStepTransfer, InitTransfer, InitConference, OneStepConference.
Changes Take Effect: After the next platform configuration refresh interval.
Introduced: 9.0.000.31
Modified: 9.0.000.65

Specifies the list of Routing Based Actions that an agent may perform.

intercommunication.voice.routing-based-targets

Section: interaction-workspace
Default Value: No default value
Valid Values: A comma-separated list of valid object types from the following list: Agent, RoutingPoint, ACDQueue, TypeDestination, OutboundRecord, Contact
Changes Take Effect: Immediately
Introduced: 9.0.000.88

Specifies the list of targets that are contacted through the routing based mechanism for the requests that are defined by the intercommunication.voice.routing-based-actions option. Note: The targets AgentGroup and Skill are always addressed through routing; therefore, they are not affected by this option.

intercommunication.voice.routing-points

Section: interaction-workspace
Default Value: No default value
Valid Values: A comma-separated list of call number names in the following format: $dn_name@switch$
Changes Take Effect: After the next platform configuration refresh interval.
Introduced: 9.0.000.31
Modified: 9.0.000.65

Specifies the call number that is used by the Routing Base feature. The following attached data are added by Worskpace: IW_RoutingBasedOriginalEmployeeId,IW_RoutingBasedTargetId,IW_RoutingBasedTargetType,IW_RoutingBasedRequestType.

teamcommunicator.max-size

Section: interaction-workspace
Default Value: 50
Valid Values: An integer value from 0 through 100.
Changes Take Effect: After the next platform configuration refresh interval.
Introduced: 9.0.000.31
Related Options: teamcommunicator.show-all-internal-targets

Specifies the maximum size of the default list when the value of teamcommunicator.show-all-internal-targets is set to true.

teamcommunicator.show-all-internal-targets

Section: interaction-workspace
Default Value: false
Valid Values: true, false.
Changes Take Effect: After the next platform configuration refresh interval.
Introduced: 9.0.000.31

Specifies whether all internal targets are displayed by default in the Team Communicator when an agent is searching for a transfer or conference target, including all Agents, Agent Groups, Skills, and Routing Points.

privilege.teamcommunicator.display-agent-groups-availability

Section: interaction-workspace
Default Value: true
Valid Values: true, false.
Changes Take Effect: After the next platform configuration refresh interval.
Introduced: 9.0.000.31

Enables an agent to view the number of agents in the Ready state in agent groups in Team Communicator. Depends on 'Team Communicator - Can Use' and 'Team Communicator - Can View Favorites'.

presence.evaluate-presence

Section: interaction-workspace
Default Value: true
Valid Values: true, false.
Changes Take Effect: Immediately
Introduced: 9.0.000.31
Modified: 9.0.000.88,9.0.000.68

Specifies whether the presence (availability) of agents, agent groups, Routing Points and Queues (when configured) is shown in Team Communicator in the search results.

privilege.voice.can-use

Section: interaction-workspace
Default Value: true
Valid Values: true, false.
Changes Take Effect: After the next platform configuration refresh interval.
Introduced: 9.0.000.31

Enables the agent to use the Voice channel.

teamcommunicator.permissions.agent.exclude-from-agent-groups

Section: interaction-workspace
Default Value: No default value
Valid Values: Comma-separated list of Agent Groups; empty means no exclusion.
Changes Take Effect: Immediately
Introduced: 9.0.000.31
Modified: 9.0.000.84
Related Options: teamcommunicator.permissions.agent.restrict-to-agent-groups

Specifies the list of agent groups or virtual agent groups used to exclude agents returned in a Team Communicator search. Agents who belong to at least one of these agent groups are excluded from the list. Note: This overrides the teamcommunicator.permissions.agent.restrict-to-agent-groups filter where there is overlap. For example, if an agent belongs to groups A and B, and the exclude filter specifies B while the include filter specifies A, the agent is excluded from the returned list.

teamcommunicator.permissions.agent.restrict-to-agent-groups

Section: interaction-workspace
Default Value: No default value
Valid Values: Comma-separated list of Agent Groups; empty means no restriction applied.
Changes Take Effect: Immediately
Introduced: 9.0.000.31
Modified: 9.0.000.84

Specifies the list of agent groups or virtual agent groups used to restrict agents returned in a Team Communicator search. Agents who belong to at least one of these agent groups are included in the list.

expression.phone-number.supported-characters

Section: interaction-workspace
Default Value: 0123456789+
Valid Values: Letters A to Z and a to z. Numbers 0 through 9. All special characters that are valid Windows file names.
Changes Take Effect: After the next platform configuration refresh interval.
Introduced: 9.0.000.31

Specifies the characters that are permitted when building a request to the T-Server that relies on a phone number. Any other characters from the original string coming from the User Interface are removed. This option can be overridden by a routing strategy as described in the Configuration Guide.

expression.validate.phone-number

Section: interaction-workspace
Default Value: ^[\(\)\-\.\+\d\s\*#]*[\d]+[\(\)\-\.\+\d\s\*#/]*$
Valid Values: A valid regular expression.
Changes Take Effect: After the next platform configuration refresh interval.
Introduced: 9.0.000.31

Specifies the regular expression used to validate a phone number. It is used to recognize the phone number of a target entered in the Team Communicator when performing a call, a transfer, or a conference. If the number entered by the agent in the Team Communicator edit box matches this expression, the 'Call', 'Start Voice Consultation', 'Instant Transfer', or 'Instant Conference' action is enabled for this number. When the agent executes the action, the entered phone number is modified by the logic specified by the expression.phone-number.supported-characters option before the telephony operation is executed. This expression is also used to display a warning message if the phone number on the Contact Profile is incorrect.

expression.validate.email-address

Section: interaction-workspace
Default Value: ^([A-Za-z0-9._-]+)@([A-Za-z0-9.-]+)\.([A-Za-z]{2,6})$
Valid Values: A valid regular expression.
Changes Take Effect: After the next platform configuration refresh interval.
Introduced: 9.0.000.31

Specifies the regular expression used to validate an email address. It is used to recognize an email address of a target entered in the Team Communicator, and also to display warning message if the email address on the Contact Profile is incorrect.

expression.phone-number.supported-characters

Section: interaction-workspace
Default Value: 0123456789+
Valid Values: Letters A to Z and a to z. Numbers 0 through 9. All special characters that are valid Windows file names.
Changes Take Effect: After the next platform configuration refresh interval.
Introduced: 9.0.000.31

Specifies the characters that are permitted when building a request to the T-Server that relies on a phone number. Any other characters from the original string coming from the User Interface are removed. This option can be overridden by a routing strategy as described in the Configuration Guide.

teamcommunicator.voice.single-step-transfer.exclude-numbers

Section: interaction-workspace
Default Value: No default value
Valid Values: A regular expression.
Changes Take Effect: After the next platform configuration refresh interval.
Introduced: 9.0.000.31
Related Options: expression.phone-number.supported-characters

Specifies the format for a phone number to exclude on single-step transfer. The check is done after Workspace applies a clean-up on the phone number the agent entered in Team Communicator based on the expression.phone-number.supported-characters option. For example, to exclude extensions that are 7 digits and start with the numbers 7 or 8, set this option to ^(7|8)\d{6}$.

teamcommunicator.voice.single-step-conference.exclude-numbers

Section: interaction-workspace
Default Value: No default value
Valid Values: A regular expression.
Changes Take Effect: After the next platform configuration refresh interval.
Introduced: 9.0.000.31
Related Options: expression.phone-number.supported-characters

Specifies the format for a phone number to exclude on single-step conference. The check is done after Workspace applies a clean-up on the phone number the agent entered in Team Communicator based on the expression.phone-number.supported-characters option. For example, to exclude extensions that are 7 digits and start with the numbers 7 or 8, set this option to ^(7|8)\d{6}$.

teamcommunicator.voice.make-call.exclude-numbers

Section: interaction-workspace
Default Value: No default value
Valid Values: A regular expression.
Changes Take Effect: After the next platform configuration refresh interval.
Introduced: 9.0.000.31
Related Options: expression.phone-number.supported-characters

Specifies the format for a phone number to exclude on making a call. The check is done after Workspace applies a clean-up on the phone number the agent entered in Team Communicator based on the expression.phone-number.supported-characters option. For example, to exclude extensions that are 7 digits and start with the numbers 7 or 8, set this option to ^(7|8)\d{6}$.

teamcommunicator.voice.list-status-reachable

Section: interaction-workspace
Default Value: NotReady
Valid Values: A case-sensitive comma-separated list of agent status from the following list: NotReady, Busy
Changes Take Effect: After the next platform configuration refresh interval.
Introduced: 9.0.000.31
Modified: 9.0.000.61

Specifies the list of unavailable statuses for which a target agent can be contacted for consultation, transfer, and conference requests. If the unavailable status of the target agent is not in the list of allowed statuses, the target agent will not be listed as available for consultation, transfer, and conference requests.

teamcommunicator.voice.consultation.exclude-numbers

Section: interaction-workspace
Default Value: No default value
Valid Values: A regular expression.
Changes Take Effect: After the next platform configuration refresh interval.
Introduced: 9.0.000.31
Related Options: expression.phone-number.supported-characters

Specifies the format for a phone number to exclude on consultation. The check is done after Workspace applies a clean-up on the phone number the agent entered in Team Communicator based on the expression.phone-number.supported-characters option. For example, to exclude extensions that are 7 digits and start with the numbers 7 or 8, set this option to ^(7|8)\d{6}$.

teamcommunicator.show-all-internal-targets

Section: interaction-workspace
Default Value: false
Valid Values: true, false.
Changes Take Effect: After the next platform configuration refresh interval.
Introduced: 9.0.000.31

Specifies whether all internal targets are displayed by default in the Team Communicator when an agent is searching for a transfer or conference target, including all Agents, Agent Groups, Skills, and Routing Points.

teamcommunicator.request-start-timer

Section: interaction-workspace
Default Value: 500
Valid Values: An integer value from 1 through 5000.
Changes Take Effect: After the next platform configuration refresh interval.
Introduced: 9.0.000.31

Specifies the request start timer wait interval, in milliseconds, between the last key pressed and the beginning of the search through the contact database.

teamcommunicator.recent-max-records

Section: interaction-workspace
Default Value: 10
Valid Values: An integer value from 1 through 50.
Changes Take Effect: After the next platform configuration refresh interval.
Introduced: 9.0.000.31

Specifies the number of recent internal targets to display in the list of recent targets.

teamcommunicator.max-suggestion-size

Section: interaction-workspace
Default Value: 10
Valid Values: An integer value from 1 through 50.
Changes Take Effect: After the next platform configuration refresh interval.
Introduced: 9.0.000.31

Specifies the maximum size of the suggestion list that is displayed while an agent is entering a contact or target name.

teamcommunicator.show-all-internal-targets

Section: interaction-workspace
Default Value: false
Valid Values: true, false.
Changes Take Effect: After the next platform configuration refresh interval.
Introduced: 9.0.000.31

Specifies whether all internal targets are displayed by default in the Team Communicator when an agent is searching for a transfer or conference target, including all Agents, Agent Groups, Skills, and Routing Points.

teamcommunicator.max-size

Section: interaction-workspace
Default Value: 50
Valid Values: An integer value from 0 through 100.
Changes Take Effect: After the next platform configuration refresh interval.
Introduced: 9.0.000.31
Related Options: teamcommunicator.show-all-internal-targets

Specifies the maximum size of the default list when the value of teamcommunicator.show-all-internal-targets is set to true.

teamcommunicator.load-at-startup

Section: interaction-workspace
Default Value: true
Valid Values: true, false.
Changes Take Effect: After the next platform configuration refresh interval.
Introduced: 9.0.000.31

Specifies whether all the configuration elements (Agents, Agent Groups, Queues, Routing Points, Skills) needed by Team Communicator are loaded at login. This option is used to help with performance at login if many agents login at the same time. When this option is set to false, the elements are not loaded at login, they are loaded the first time the focus is placed in the Team Communicator.

teamcommunicator.list-filter-showing

Section: interaction-workspace
Default Value: Agent,AgentGroup,RoutingPoint,Skill,InteractionQueue,Contact,CustomContact
Valid Values: A comma-separated list of valid object types from the following list: Agent, AgentGroup, RoutingPoint, Skill, Contact, InteractionQueue, ACDQueue, CustomContact, Teams.
Changes Take Effect: Immediately
Introduced: 9.0.000.31
Modified: 9.0.000.88

Specifies the list of filters that an agent can use to search for contacts and internal targets by using the team communicator. The object types are presented in the specified order.

teamcommunicator.always-clear-textbox-on-new-interaction

Section: interaction-workspace
Default Value: true
Valid Values: true, false.
Changes Take Effect: After the next platform configuration refresh interval.
Introduced: 9.0.000.31

Specifies whether the Team Communicator text search box is cleared after the interaction is initiated when the agent presses 'Enter' or clicks one of the medias in the Team Communicator results. When set to false, the Team Communicator text search box is cleared only if an interaction is initiated by the agent pressing 'Enter'.

teamcommunicator.add-recent-filters.voice

Section: interaction-workspace
Default Value: No default value
Valid Values: A comma-separated list of interaction types taken from the following values: internal, external, consultation.
Changes Take Effect: After the next platform configuration refresh interval.
Introduced: 9.0.000.31

Specifies whether to store incoming interactions into the Recent buffer. By default, the Recent buffer stores only the actions of the agent, such as recent outbound voice calls. If one or more of the valid values is specified, then recent inbound interactions of that type are also stored in the Recent buffer. This enables agents to see a record of missed calls of the specified type(s).

privilege.teamcommunicator.can-manage-favorites

Section: interaction-workspace
Default Value: false
Valid Values: true, false.
Changes Take Effect: After the next platform configuration refresh interval.
Introduced: 9.0.000.31

Enables an agent to add, edit, and remove personal favorites in Team Communicator.

presence.evaluate-presence

Section: interaction-workspace
Default Value: true
Valid Values: true, false.
Changes Take Effect: Immediately
Introduced: 9.0.000.31
Modified: 9.0.000.88,9.0.000.68

Specifies whether the presence (availability) of agents, agent groups, Routing Points and Queues (when configured) is shown in Team Communicator in the search results.

privilege.teamcommunicator.display-agent-groups-availability

Section: interaction-workspace
Default Value: true
Valid Values: true, false.
Changes Take Effect: After the next platform configuration refresh interval.
Introduced: 9.0.000.31

Enables an agent to view the number of agents in the Ready state in agent groups in Team Communicator. Depends on 'Team Communicator - Can Use' and 'Team Communicator - Can View Favorites'.

privilege.teamcommunicator.can-view-recent-calls

Section: interaction-workspace
Default Value: true
Valid Values: true, false.
Changes Take Effect: After the next platform configuration refresh interval.
Introduced: 9.0.000.31

Enables an agent to view recently contacted resources in Team Communicator.

privilege.teamcommunicator.can-view-all

Section: interaction-workspace
Default Value: true
Valid Values: true, false.
Changes Take Effect: After the next platform configuration refresh interval.
Introduced: 9.0.000.31

Enables an agent to search within all internal targets and contacts in Team Communicator.

privilege.teamcommunicator.can-use

Section: interaction-workspace
Default Value: true
Valid Values: true, false.
Changes Take Effect: After the next platform configuration refresh interval.
Introduced: 9.0.000.31

Enables access to the Team Communicator.

(Created target blank page For Version: HTCC:9.0.0)
 
(Update with the copy of version: 9.0.0DRAFT)
Line 1: Line 1:
<!-- Creation of the target page -->
+
=Enabling Internal Communications=
 +
 
 +
The following procedures enable internal communication features in Workspace Agent Desktop.
 +
 
 +
==Enabling Team Communicator==
 +
 
 +
Team Communicator is a universal lookup tool. Agents use the Team Communicator to start phone calls and emails. The following procedures enable features in Team Communicator.
 +
 
 +
You can enable agents to use Team Communicator to call a contact that is stored in the Universal Contact Server (UCS).
 +
 
 +
Before you begin, ensure that the following prerequisites are met:
 +
 
 +
* A working knowledge of Genesys Administrator Extension (GAX).
 +
* A <tt>Cloud_Cluster</tt> application object exists in the Configuration Database.
 +
* The <tt>Cloud_Cluster</tt> application has a connection to Universal Contact Server.
 +
* [[EnablingAgentsToManageContacts|Enabling Agents To Manage Contacts]].
 +
* [[SettingUpAgents#Provisioning_Workspace_Agent_Desktop_for_the_Voice_channel|Provisioning Workspace Agent Desktop for the Voice channel]].
 +
 
 +
To enable agents to use Team Communicator to call a contact:
 +
<ol>
 +
<li>Grant the {{Optionslink|link=Options:Genesys_Web_Services:interaction-workspace:privilege-teamcommunicator-can-use}} privilege.</li>
 +
<li>Optional. Grant one or more of the following privileges:
 +
<ul>
 +
<li>{{Optionslink|link=Options:Genesys_Web_Services:interaction-workspace:privilege-teamcommunicator-can-view-all}}: Allow an agent to search within all internal targets and contacts in Team Communicator.</li>
 +
<li>{{Optionslink|link=Options:Genesys_Web_Services:interaction-workspace:privilege-teamcommunicator-can-view-recent-calls}}: Allow an agent to view recently contacted resources in Team Communicator.</li>
 +
<li>{{Optionslink|link=Options:Genesys_Web_Services:interaction-workspace:privilege-teamcommunicator-display-agent-groups-availability}}: Allow an agent to view the number of agents who are ready for voice in agent groups in Team Communicator.</li>
 +
<li>{{Optionslink|link=Options:Genesys_Web_Services:interaction-workspace:presence-evaluate-presence}}: Allow an agent to view the status of agents in Team Communicator.</li>
 +
<li>{{Optionslink|link=Options:Genesys_Web_Services:interaction-workspace:privilege-teamcommunicator-can-manage-favorites}}: Allow an agent to add, edit, and remove personal favorites in Team Communicator.</li>
 +
</ul>
 +
</li>
 +
<li>Configure the Team Communicator and related options in the <tt>interaction-workspace</tt> section of the <tt>Cloud_Cluster</tt> application object:
 +
<ul>
 +
<li>{{Optionslink|link=Options:Genesys_Web_Services:interaction-workspace:teamcommunicator-add-recent-filters-voice}}: Specifies what interaction types to store in the Recent buffer.</li>
 +
<li>{{Optionslink|link=Options:Genesys_Web_Services:interaction-workspace:teamcommunicator-always-clear-textbox-on-new-interaction}}: Specifies whether Workspace clears the team communicator search text box when the interaction is initiated by pressing 'Enter' or by clicking on one of the medias of team communicator results. When it is set to <tt>false</tt>, this option clears the team communicator search text box only when the interaction is initiated by pressing 'Enter'.</li>
 +
<li>{{Optionslink|link=Options:Genesys_Web_Services:interaction-workspace:teamcommunicator-list-filter-showing}}: Specifies the list of filters that an agent can use to search for contacts and internal targets.</li>
 +
<li>{{Optionslink|link=Options:Genesys_Web_Services:interaction-workspace:teamcommunicator-load-at-startup}}: Specifies if all the configuration objects related to favorites (Agents, Agent Groups, Queues, Routing Points, Skills) needed by Teamcommunicator are loaded at login.</li>
 +
<li>{{Optionslink|link=Options:Genesys_Web_Services:interaction-workspace:teamcommunicator-max-size}}: Specifies the maximum size of the default list when the value of {{Optionslink|link=Options:Genesys_Web_Services:interaction-workspace:teamcommunicator-show-all-internal-targets}}} is set to <tt>true</tt>.</li>
 +
<li>{{Optionslink|link=Options:Genesys_Web_Services:interaction-workspace:teamcommunicator-max-suggestion-size}}: Specifies the maximum size of the suggestion list that is displayed while an agent is entering a contact or target name.</li>
 +
<li>{{Optionslink|link=Options:Genesys_Web_Services:interaction-workspace:teamcommunicator-recent-max-records}}: Specifies the number of recent internal targets to display in the list of recent targets.</li>
 +
<li>{{Optionslink|link=Options:Genesys_Web_Services:interaction-workspace:teamcommunicator-request-start-timer}}: Specifies the request start timer wait interval, in milliseconds, between the last key pressed and the beginning of the search through the contact database.</li>
 +
<li>{{Optionslink|link=Options:Genesys_Web_Services:interaction-workspace:teamcommunicator-show-all-internal-targets}}: Specify whether all internal targets are displayed by default in the Team Communicator when an agent is searching for a transfer or conference target, including all Agents, Agent Groups, Skills, and Routing Points. Enabling this option could affect the performance of Team Communicator.</li>
 +
<li>{{Optionslink|link=Options:Genesys_Web_Services:interaction-workspace:teamcommunicator-voice-consultation-exclude-numbers}}: Specifies the format for  phone numbers to be excluded on consultation.</li>
 +
<li>{{Optionslink|link=Options:Genesys_Web_Services:interaction-workspace:teamcommunicator-voice-list-status-reachable}}: Specifies the list of unavailable statuses for which a target agent can be contacted for consultation, transfer, and conference requests.</li>
 +
<li>{{Optionslink|link=Options:Genesys_Web_Services:interaction-workspace:teamcommunicator-voice-make-call-exclude-numbers}}: Specifies the format for phone numbers to be excluded on making a call.</li>
 +
<li>{{Optionslink|link=Options:Genesys_Web_Services:interaction-workspace:teamcommunicator-voice-single-step-conference-exclude-numbers}}: Specifies the format for phone numbers to be excluded on single-step conference.</li>
 +
<li>{{Optionslink|link=Options:Genesys_Web_Services:interaction-workspace:teamcommunicator-voice-single-step-transfer-exclude-numbers}}: Specifies the format for phone numbers to be excluded on single-step transfer.</li>
 +
<li>{{Optionslink|link=Options:Genesys_Web_Services:interaction-workspace:expression-phone-number-supported-characters}}: Specifies the characters that are permitted when building a request to the ''T-Server'' that relies on a phone number. Any other characters from the original string coming from the User Interface are removed.</li>
 +
<li>{{Optionslink|link=Options:Genesys_Web_Services:interaction-workspace:expression-validate-email-address}}: Specifies the regular expression used to recognize an email address of a target entered in the Team Communicator.</li>
 +
<li>{{Optionslink|link=Options:Genesys_Web_Services:interaction-workspace:expression-validate-phone-number}}: Specifies the regular expression used to recognize a phone number of a target entered in the Team Communicator when it is used to start a call, transfer, or conference. If the number entered by the agent in the Team Communicator edit box matches this expression, the 'Call' or 'Start Voice Consultation' or 'Instant Transfer' or 'Instant Conference' action is enabled for this number. When the agent executes the action, the entered phone number is modified by the logic specified by the {{Optionslink|link=Options:Genesys_Web_Services:interaction-workspace:expression-phone-number-supported-characters}} option before the telephony operation is executed.</li>
 +
</ul>
 +
</li>
 +
<li>To restrict which agents can be seen in Team Communicator search results, you can specify which groups an agent can or cannot see by specifying them in these configuration options:
 +
<ul>
 +
<li>{{Optionslink|link=Options:Genesys_Web_Services:interaction-workspace:teamcommunicator-permissions-agent-restrict-to-agent-groups}} &mdash; Agents who belong to at least one of these agent groups or virtual agent groups will be included in the list.</li>
 +
<li>{{Optionslink|link=Options:Genesys_Web_Services:interaction-workspace:teamcommunicator-permissions-agent-exclude-from-agent-groups}} &mdash; Agents who belong to at least one of these agent groups or virtual agent groups will be excluded from the list (This overrides the <tt>teamcommunicator.permissions.agent.restrict-to-agent-groups</tt> filter where there is overlap).</li>
 +
</ul>
 +
</li>
 +
<li>Ensure that the UCS application to which <tt>Cloud_Cluster</tt> is connected is configured to support index searches in the Contact database:
 +
<ul>
 +
<li>Set the <tt>index\enabled</tt> option to <tt>true</tt>.</li>
 +
<li>Set the <tt>index.contact\enabled</tt> option to <tt>true</tt>.</li>
 +
</ul>
 +
For more details about these settings, refer to the ''[[Documentation/ES|eServices 8.1 Reference Manual]]''.
 +
</li>
 +
</ol>
 +
 
 +
== Enabling call routing and voice call, conference, or transfer ==
 +
 
 +
You can enable agents to use Team Communicator to call, conference, or transfer to an agent, agent group, skill, or a routing point using a strategy. This procedure is mandatory for agent groups and skill targets.
 +
 
 +
{{NoteFormat|No extra configuration is required to transfer an interaction to an agent.|2}}
 +
 
 +
Before you begin, ensure that the following prerequisites are met:
 +
 
 +
* A working knowledge of Genesys Administrator Extension (GAX).
 +
* A working knowledge of Genesys Designer.
 +
* A <tt>Cloud_Cluster</tt> application object exists in the Configuration Database.
 +
* To transfer to skills, you must have skills defined in the Configuration Database.
 +
* To transfer to agent groups, you must have agent groups defined in the Configuration Database.
 +
 
 +
To enable agents to use Team Communicator to call, conference, or transfer to an agent, agent group, skill, or a routing point:
 +
 
 +
<ol type="1">
 +
<li>Set up your system infrastructure:
 +
<ol type="a">
 +
<li>In the <tt>Configuration</tt> tab of the <tt>Cloud_Cluster</tt> application, add connections to Stat Server.</li>
 +
<li>In the connections, add a reference to the T-Server associated with the switch to which the agent logs in.
 +
</li>
 +
<li>Configure the [[Documentation:Options:HTCC:HTCC-interaction-workspace|Team Communicator]] options in the <tt>interaction-workspace</tt> section of the <tt>Cloud_Cluster</tt> application object.
 +
</li>
 +
</ol>
 +
</li>
 +
<li>Set up your agents to be able to use the Team Communicator to call or transfer to other agents or other internal targets:
 +
<ol type="a">
 +
<li>To let your agents make voice calls, set the value of the {{Optionslink|link=Options:Genesys_Web_Services:interaction-workspace:privilege-voice-can-use}} option, to <tt>true</tt>.</li>
 +
<li>To ensure that the status of your agents is displayed in the Team Communicator of other agents who might be trying to call them, set the value of the {{Optionslink|link=Options:Genesys_Web_Services:interaction-workspace:presence-evaluate-presence}} option to <tt>true</tt>.</li>
 +
<li>To enable your agents to view the number of targets who are in Ready status in an agent group, allow the {{Optionslink|link=Options:Genesys_Web_Services:interaction-workspace:privilege-teamcommunicator-display-agent-groups-availability}} privilege.</li>
 +
<li>For small contact centers, where the number of potential transfer targets is low, you can configure Workspace to display ''all'' of the possible targets in the Team Communicator search results when an agent initiates a transfer or conference by searching in the Team Communicator.
 +
<br>
 +
To enable this functionality, set the value of the {{Optionslink|link=Options:Genesys_Web_Services:interaction-workspace:teamcommunicator-show-all-internal-targets}} option to <tt>true</tt>.
 +
<br>
 +
This option is limited by the value that is specified for the {{Optionslink|link=Options:Genesys_Web_Services:interaction-workspace:teamcommunicator-max-size}} option.
 +
{{NoteFormat|Genesys strongly recommends that only small contact centers use this option. Agents in large contact centers will experience system performance issues if the <tt>teamcommunicator.show-all-internal-targets</tt> option is enabled.|1}}
 +
</li>
 +
</ol>
 +
</li>
 +
<li>You can choose to set up call routing to direct calls to specific agents based on strategies. To transfer to Skills and Groups, you must also specify a routing point by using the {{Optionslink|link=Options:Genesys_Web_Services:interaction-workspace:intercommunication-voice-routing-points}} option.
 +
<ol type="a">
 +
<li>First determine which call flow scenarios you want handled by a routing-based mechanism based on targets, such as language or product skills, level of training, or availability, and types of calls, such as high priority customers, inquiries, sales, and so on.</li>
 +
<li>Use [[Documentation/DES|Genesys Designer]], to create a routing strategy that uses routing targets (agents, agent groups, skills, and so on) to process routing-based actions by using the following attached data:
 +
<ul>
 +
<li><tt>IW_RoutingBasedOriginalEmployeeId</tt> &mdash; The employee ID of the agent who is transferring the interaction.</li>
 +
<li><tt>IW_RoutingBasedTargetId</tt> &mdash; The ID (employee ID of another agent, AgentGroup name, Skill name, Routing Point name) of the target.</li>
 +
<li><tt>IW_RoutingBasedTargetType</tt> &mdash; The type of the target (Agent, AgentGroup, Skill, or RoutingPointl)</li>
 +
<li><tt>IW_RoutingBasedRequestType</tt> &mdash; Informs the strategy of the type of action is to be done (<tt>MakeCall,OneStepConference,InitConference,OneStepTransfer,InitTransfer</tt>)</li>
 +
</ul>
 +
</li>
 +
<li>Depending on the type of target for which you want to use routing-based transfer, use Configuration Manager or Genesys Administrator to set the value of the {{Optionslink|link=Options:Genesys_Web_Services:interaction-workspace:intercommunication-voice-routing-based-targets}} options as follows:
 +
<ul>
 +
<li>To use T-Server to handle transfers to Agent, Routing Point, and Directly Dialed (Type Destination), and have all other transfers handled by a strategy, set the value of this option to "" (empty)</li>
 +
<li>To use routing-based transfer for Agents, add the value <tt>Agent</tt> to this option.</li>
 +
<li>To use routing-based transfer for Routing Point, add the value <tt>RoutingPoint</tt> to this option.</li>
 +
<li>To use routing-based transfer for Directly Dialed (Type Destination), add the value <tt>TypeDestination</tt> to this option.</li>
 +
<li>For agent groups and skills, it is not mandatory to set the routing-based target option because these target always use routing-based transfer.</li>
 +
</ul>
 +
</li>
 +
<li>To specify whether a specific call type is to be handled by the routing-based mechanism, set the value of the {{Optionslink|link=Options:Genesys_Web_Services:interaction-workspace:intercommunication-voice-routing-based-actions}} option.
 +
<ul>
 +
<li><tt>MakeCall</tt>: Use the routing-based mechanism for external calls.</li>
 +
<li><tt>OneStepTransfer</tt>: Use the routing-based mechanism for single-step transfers.</li>
 +
<li><tt>InitTransfer</tt>: Use the routing-based mechanism for two-step transfers.</li>
 +
<li><tt>InitConference</tt>: Use the routing-based mechanism for two-step conferences.</li>
 +
<li><tt>OneStepConference</tt>: Use the routing-based mechanism for single-step conferences.</li>
 +
</ul>
 +
</li>
 +
<li>Load the routing strategy on the Routing Point that is defined by the {{Optionslink|link=Options:Genesys_Web_Services:interaction-workspace:intercommunication-voice-routing-points}} option.</li>
 +
</ol>
 +
</li>
 +
<li>Fine-tune the settings for contacting specific targets (<tt>Agent</tt>, <tt>AgentGroup</tt>, <tt>RoutingPoint</tt>, <tt>Contact</tt>, and/or <tt>TypeDestination</tt>) that are using a routing-based mechanism by configuring action-specific options:
 +
<ul>
 +
<li>{{Optionslink|link=Options:Genesys_Web_Services:interaction-workspace:intercommunication-voice-consultation-enabled}}</li>
 +
<li>{{Optionslink|link=Options:Genesys_Web_Services:interaction-workspace:intercommunication-voice-make-call-enabled}}</li>
 +
<li>{{Optionslink|link=Options:Genesys_Web_Services:interaction-workspace:intercommunication-voice-single-step-conference-enabled}}</li>
 +
<li>{{Optionslink|link=Options:Genesys_Web_Services:interaction-workspace:intercommunication-voice-single-step-transfer-enabled}}</li>
 +
</ul>
 +
</li>
 +
</ol>
 +
 
 +
==Enabling multimedia interaction transfer==
 +
 
 +
You can enable agents to use Team Communicator to transfer a multimedia interaction (Email and Chat) to an agent, agent group, or skill by using a strategy. This procedure is mandatory to transfer to agent groups and skills.
 +
 
 +
Before you begin, ensure that the following prerequisites are met:
 +
 
 +
* A working knowledge of Genesys Administrator Extension (GAX).
 +
* A working knowledge of Genesys Designer.
 +
* A <tt>Cloud_Cluster</tt> application object exists in the Configuration Database.
 +
* To transfer to skills, you must have skills defined in the Configuration Database.
 +
* To transfer to agent groups, you must have agent groups defined in the Configuration Database.
 +
 
 +
To enable agents to use Team Communicator to transfer a multimedia interactions:
 +
 
 +
<ol type="1">
 +
<li>By using [[Documentation/DES|Genesys Designer]], configure a routed-based transfer workflow by using these steps:
 +
<ol type="a">
 +
<li>Create an Interaction Queue/Interaction View pair. The Interaction Queue is used as a part of the workflow; however, Interaction Queues are not available as transfer targets in the agent interface.</li>
 +
<li>Create a routing strategy to process routing-based actions. To help you write the appropriate strategy, Workspace Web Edition adds the following attached data to the interaction:
 +
* <tt>IW_RoutingBasedOriginalEmployeeId</tt> &mdash; The employee ID of the agent who is transferring the interaction.
 +
* <tt>IW_RoutingBasedTargetId</tt> &mdash; The ID (employee ID of another agent, AgentGroup name, Skill name) of the target.
 +
* <tt>IW_RoutingBasedTargetType</tt> &mdash; The type of the target (Agent, AgentGroup, or Skill)
 +
* <tt>IW_RoutingBasedRequestType</tt> &mdash; Informs the strategy of the type of action is to be done. This attached data has only one value available for this release: <tt>OneStepTransfer</tt>
 +
</li>
 +
<li>Link the above Queue to the strategy.</li>
 +
<li>Activate the strategy.</li>
 +
</ol>
 +
</li>
 +
<li>Using GAX, set the values of the following configuration options to the Queue that you created in Step 1:
 +
<ul>
 +
<li>interaction-workspace/ {{Optionslink|link=Options:Genesys_Web_Services:interaction-workspace:intercommunication-email-queue}}</li>
 +
<li>interaction-workspace/{{Optionslink|link=Options:Genesys_Web_Services:interaction-workspace:intercommunication-chat-queue}}</li>
 +
<li>interaction-workspace/{{Optionslink|link=Options:Genesys_Web_Services:interaction-workspace:intercommunication-zmedia-type-zqueue}}</li>
 +
</ul>
 +
</li>
 +
<li>Use the following options to specify the routing-based actions that are permitted:
 +
<ul>
 +
<li>{{Optionslink|link=Options:Genesys_Web_Services:interaction-workspace:intercommunication-chat-routing-based-actions}}</li>
 +
<li>{{Optionslink|link=Options:Genesys_Web_Services:interaction-workspace:intercommunication-email-routing-based-actions}}</li>
 +
<li>{{Optionslink|link=Options:Genesys_Web_Services:interaction-workspace:intercommunication-zmedia-type-zrouting-based-actions}}</li>
 +
</ul>
 +
</li>
 +
<li>Depending on the type of target for which you want to use routing-based transfer, use GAX to set the values of the {{Optionslink|link=Options:Genesys_Web_Services:interaction-workspace:intercommunication-chat-routing-based-targets}}, {{Optionslink|link=Options:Genesys_Web_Services:interaction-workspace:intercommunication-email-routing-based-targets}}, and/or {{Optionslink|link=Options:Genesys_Web_Services:interaction-workspace:intercommunication-zmedia-type-zrouting-based-targets}} configuration options as follows:
 +
<ul>
 +
<li>To use Interaction Server to handle agent-to-agent transfer and have all other transfers handled by a strategy, set the values of these options to "" (empty)</li>
 +
<li>To use routing-based transfer for Agents, set the values of these options to <tt>Agent</tt>.</li>
 +
<li>For agent groups and skills, it is not mandatory to set the routing-based target options because these target always use routing-based transfer.</li>
 +
</ul>
 +
</li>
 +
<li>Log out agents and log them back in again.</li>
 +
</ol>
 +
 
 +
==Creating Corporate Favorites==
 +
 
 +
You can enable the use of corporate favorites in the Team Communicator. Administrators must create, edit, and remove favorites by using Genesys Administrator Extension. You can configure the system so that each agent is assigned one or more '''quick dial''' favorites lists. You do not have to assign the same list of favorites to every agent.
 +
 
 +
Before you begin, ensure that the following prerequisites are met:
 +
* A working knowledge of Genesys Administrator Extension (GAX).
 +
* An understanding of [[IntroToConfigOptions|Configuration options]]
 +
* A <tt>Cloud_Cluster</tt> application object exists in the Configuration Database.
 +
 
 +
To enable the use of corporate favorites:
 +
 
 +
<ol type="1">
 +
<li>Using GAX, create a new section in the appropriate object (the <tt>Cloud_Cluster</tt> application, <tt>Tenant</tt>, <tt>Agent Group</tt>, or <tt>Agent</tt>), and name it with the name of the Corporate Favorite that you want to create.</li>
 +
<li>Configure the new Corporate Favorite section to be one of the following types:
 +
<ul>
 +
<li><tt>Agent</tt></li>
 +
<li><tt>Agent Group</tt></li>
 +
<li><tt>Skill</tt></li>
 +
<li><tt>Routing Point</tt></li>
 +
<li><tt>Custom Contact</tt></li>
 +
<li><tt>Interaction Queue</tt></li>
 +
</ul>
 +
</ol>
 +
====Attached Data====
 +
You can have multiple instances of the same object type, such as a routing point, in corporate favorites with different attached data for each. For example:
 +
{|
 +
! '''[Fav-English]'''
 +
! '''[Fav-Spanish]'''
 +
|-
 +
| type: RoutingPoint
 +
| type: RoutingPoint
 +
|-
 +
| id: 6666@MySwitch<br>
 +
'''Note:''' the following characters are not supported for the id:<br>?|{}[]()"\,
 +
| id: 6666@MySwitch<br>
 +
'''Note:''' the following characters are not supported for the id:<br>?|{}[]()"\,
 +
|-
 +
| display-name: English
 +
| display-name: Spanish
 +
|-
 +
| attached-data.lang: en
 +
| attached-data.lang: es
 +
|}
 +
====Corporate Favorite Options by Type====
 +
The Table '''Corporate Favorite Options by Type''' defines the Corporate Favorite types and the mandatory options.
 +
 
 +
{{NoteFormat|A corporate favorite that has '''Custom Contact''' specified as the type only appears in a Favorites search and the Recent list if the contact was previously called. '''Search All''' only searches within targets that specify the following types:  '''Agent''', '''Contact''', '''Routing Point''', '''Skill''', '''Queue''', '''Interaction Queue''', and '''Agent Group'''.}}
 +
 
 +
{| class="genesystable" class="pdf-table-landscape"
 +
|+ '''Corporate Favorite Options by Type'''
 +
|- valign="top"
 +
! '''Type'''
 +
! '''Options'''
 +
! '''Mandatory'''
 +
! '''Valid values'''
 +
! '''Example'''
 +
|-
 +
|  style="text-align: center" colspan="1" rowspan="4" | Agent
 +
| type
 +
| Yes
 +
| Agent
 +
| Agent
 +
|- valign="top"
 +
| id
 +
| Yes
 +
| &lt;user name of the agent&gt;
 +
| User123<br>
 +
'''Note:''' the following characters are not supported for the id: ?|{}[]()"\,
 +
|- valign="top"
 +
| category
 +
| Yes
 +
| &lt;a semicolon-separated list of category names&gt;
 +
| CorporateCategory1;FavoriteAgents
 +
|- valign="top"
 +
| display-name
 +
| No
 +
| &lt;display name of the agent&gt;
 +
| Jim Brown
 +
|-
 +
|  style="text-align: center" colspan="1" rowspan="4" | Agent Group
 +
| type
 +
| Yes
 +
| AgentGroup
 +
| AgentGroup
 +
|- valign="top"
 +
| id
 +
| Yes
 +
| &lt;name of the agent group&gt;
 +
| Agent Group Meridian<br>
 +
'''Note:''' the following characters are not supported for the id: ?|{}[]()"\,
 +
|- valign="top"
 +
| category
 +
| Yes
 +
| &lt;a semicolon-separated list of category names&gt;
 +
| CorporateCategory1;FavoriteAgents
 +
|- valign="top"
 +
| display-name
 +
| No
 +
| &lt;display name of the agent group&gt;
 +
| Meridian
 +
|-
 +
|  style="text-align: center" colspan="1" rowspan="4" | Skill
 +
| type
 +
| Yes
 +
| Skill
 +
| Skill
 +
|- valign="top"
 +
| id
 +
| Yes
 +
| &lt;name of the skill&gt;
 +
| French<br>
 +
'''Note:''' the following characters are not supported for the id: ?|{}[]()"\,
 +
|- valign="top"
 +
| category
 +
| Yes
 +
| &lt;a semicolon-separated list of category names&gt;
 +
| French Speaking Agents;Mandarin Speaking Agents
 +
|- valign="top"
 +
| display-name
 +
| No
 +
| &lt;display name of the skill&gt;
 +
| French
 +
|-
 +
|  style="text-align: center" colspan="1" rowspan="5" | Routing Point
 +
| type
 +
| Yes
 +
| RoutingPoint
 +
| RoutingPoint
 +
|- valign="top"
 +
| id
 +
| Yes
 +
|  The DN number in the following format: &lt;DN number&gt;@&lt;switch&gt;
 +
| 123@MySwitch<br>
 +
'''Note:''' the following characters are not supported for the id: ?|{}[]()"\,
 +
|- valign="top"
 +
| category
 +
| Yes
 +
| &lt;a semicolon-separated list of category names&gt;
 +
| CorpRoutingPoint
 +
|- valign="top"
 +
| display-name
 +
| No
 +
| &lt;display name of the routing point&gt;
 +
| Support
 +
|- valign="top"
 +
| attached-data.&lt;AttachedDataKey&gt;
 +
| No
 +
| &lt;an attached data key&gt;
 +
| attached-data.lang: en
 +
|-
 +
|  style="text-align: center" colspan="1" rowspan="7" | Directly Dialed
 +
| type
 +
| Yes
 +
| CustomContact
 +
| CustomContact
 +
|- valign="top"
 +
| category
 +
| Yes
 +
| &lt;a semicolon-separated list of category names&gt;
 +
| External Resources
 +
|- valign="top"
 +
| firstname
 +
| No
 +
| &lt;any string&gt;
 +
| First
 +
|- valign="top"
 +
| lastname
 +
| No
 +
| &lt;any string&gt;
 +
| External
 +
|- valign="top"
 +
| phonenumber
 +
| colspan="1" rowspan="2" |  Yes (one or both)
 +
| &lt;a semicolon-separated list of phone numbers&gt;
 +
| +1555234567890;+555123454321
 +
|- valign="top"
 +
| emailaddress
 +
| &lt;a semicolon-separated list of email addresses&gt;
 +
| external1@mail.dom;external2@mail.dom
 +
|- valign="top"
 +
| display-name
 +
| No
 +
| &lt;display name of the custom contact&gt;
 +
| Angie Davis
 +
|}
 +
 
 +
<ol type="1" start="3">
 +
<li>Grant the following privilege: to the agents that you want to enable for favorites:
 +
<ul>
 +
<li>{{Optionslink|link=Options:Genesys_Web_Services:interaction-workspace:privilege-teamcommunicator-can-view-favorites}}: Allow an agent to view favorites in Team Communicator.</li>
 +
</ul>
 +
</li>
 +
<li>In the configuration layer, in options of the related section (or Tenant/Agent Group/Agent annexes), configure the following options in the <tt>interaction-workspace</tt> section of agent, agent group, tenant, and/or application annexes:
 +
* {{Optionslink|link=Options:Genesys_Web_Services:interaction-workspace:teamcommunicator-corporate-favorites}} -- The list of corporate favorites (quick dial favorites) that are configured in Configuration Server for an Agent, Agent Group, Skill, Routing Point, or Custom Contact in the same tenant as the agent. Favorites that are configured at the agent level take precedence over those that are configured at the agent group level, which take precedence over the tenant level, which takes precedence over the application level.
 +
* {{Optionslink|link=Options:Genesys_Web_Services:interaction-workspace:teamcommunicator-max-favorites-size}} -- The maximum number of favorites to display to the agent in the Team Communicator drop-down view.
 +
</li>
 +
<!--
 +
<li>To enable each interaction to have an independent list of corporate favorites that are dynamically loaded into the corporate favorites in the team communicator view of the current interaction, configure the following options:</li>
 +
<ol type=a>
 +
<li>Configure a Transaction object of type <tt>list</tt>. For example, you could configure a Transaction object that is named: <tt>IW_CorporateFavoritesOverrideOptions</tt>.</li>
 +
<li>In the <tt>interaction-workspace</tt> section configure the <tt>teamcommunicator.corporate-favorites</tt> option to a value such as <tt>fav1</tt> as described in the previous steps.</li>
 +
<li>To the {{Optionslink|link=Options:Genesys_Web_Services:interaction-workspace:interaction-override-option-key}} option in the <tt>interaction-workspace</tt> section, set a valid key name, for example <tt>IW_OverrideOptions</tt>.</li>
 +
<li>Add the Transaction object name to the <tt>AttachedData</tt> in your strategy. In this example, set the value of <tt>IW_OverrideOptions</tt> to <tt>IW_CorporateFavoritesOverrideOptions</tt>.</li>
 +
</ol>
 +
-->
 +
</ol>
 +
 
 +
===Assignment of Favorites===
 +
When you create corporate favorites, you assign to them a type that is based on the scope to which it is applied: agent, agent group, tenant, or application. You can create multiple favorites and assign them in a hierarchy. For example, you create four favorites: <tt>fav1</tt>, <tt>fav2</tt>, <tt>fav3</tt>, and <tt>fav4</tt>. You then make the following assignments:
 +
 
 +
#application&mdash;<tt>teamcommunicator.corporate-favorites="fav1,fav2"</tt>
 +
#tenant&mdash;<tt>teamcommunicator.corporate-favorites="fav4"</tt>
 +
#agent&mdash;<tt>teamcommunicator.corporate-favorites="fav1,fav3"</tt>
 +
 
 +
The final list of favorites that are assigned to the agent are: <tt>"fav1,fav3"</tt>
 +
{{AnchorDiv|Feedback}}
 +
==Enabling Agent Feedback==
 +
It is useful for administrators to receive feedback from agents about call quality, software behavior, and disconnection events. Use the following options to set up the feedback mechanism. You can enable the Feedback menu item in the '''Main''' menu which allows agents to view and use the '''Feedback''' dialog box. When an agent clicks '''Send''', their feedback is attached to their log.
 +
* {{Optionslink|link=Options:Genesys_Web_Services:interaction-workspace:system-feedback}}: Specifies whether the Feedback dialog is available for agents to provide feedback about interaction quality, software behavior, and disconnection events.
 +
* {{Optionslink|link=Options:Genesys_Web_Services:interaction-workspace:system-feedback-log-level}}: Specifies the feedback log level.
 +
* {{Optionslink|link=Options:Genesys_Web_Services:interaction-workspace:system-feedback-log-size}}: Specifies the number of characters from the last Log to send with the feedback.
 +
* {{Optionslink|link=Options:Genesys_Web_Services:interaction-workspace:system-feedback-message-max-length}}: Specifies the maximum number characters allowed for the feedback message from an agent.
 +
* {{Optionslink|link=Options:Genesys_Web_Services:interaction-workspace:system-feedback-submit-after-disconnect}}: Specifies whether a Feedback dialog box is displayed the next time the agent logs in after a session closed due to the Cometd defense. Managed by the {{Optionslink|link=Options:Genesys_Web_Services:interaction-workspace:system-cometd-timeout}} option.
 +
 
 +
Feedback is stored in Elastic Search. You can access the feedback by using the Feedback microservice or by querying the [[Documentation:HTCC:Dep:InstallingAndDeploying|Elastic Search]].
 +
 
 +
<!--
 +
== Enabling the Instant Messaging (IM) channel==
 +
 
 +
You can enable agents to use the Instant Messaging channel for internal communication and interaction consultation.
 +
 
 +
Before you begin, ensure that the following prerequisites are met:
 +
 
 +
* A working knowledge of Genesys Administrator.
 +
* The <tt>Cloud_Cluster</tt> application object exists in the Configuration Database.
 +
* The <tt>Cloud_Cluster</tt> application has a connection to SIP Server.
 +
 
 +
To enable the Instant Messaging channel:
 +
 
 +
<ol>
 +
<li>Configure the [[IM|IM]] options in the <tt>interaction-workspace</tt> section of the <tt>Cloud_Cluster</tt> application object.</li>
 +
<li>Ensure that the SIP DN of the Place used for Instant Messaging has the following options defined in the '''[TServer]''' section:
 +
* <tt>multimedia</tt> = <tt>true</tt>
 +
* <tt>voice</tt> = <tt>true</tt>
 +
* <tt>sip-signaling-chat</tt> = <tt>none</tt>
 +
{{NoteFormat|Workspace does not support a Place that uses one DN for voice and one DN for IM.}}
 +
</li>
 +
</ol>
 +
 
 +
====im.agent.prompt-color====
 +
*Default Value: <tt>#385078</tt>
 +
*Valid Values: Valid Hexadecimal (HTML) color code
 +
*Changes take effect: When the session is started or restarted.
 +
*Description: Specifies the color of the prompt for messages the agent enters in the IM view.
 +
 
 +
====im.agent.text-color====
 +
*Default Value: <tt>#385078</tt>
 +
*Valid Values: Valid Hexadecimal (HTML) color code
 +
*Changes take effect: When the session is started or restarted.
 +
*Description: Specifies the text color of messages the agent enters in the IM view.
 +
 
 +
====im.auto-answer====
 +
*Default Value: <tt>false</tt>
 +
*Valid Values: <tt>true</tt>, <tt>false</tt>
 +
*Changes take effect: When the session is started or restarted.
 +
*Description: Specifies whether an IM interaction is automatically accepted and joined when an Interaction Server Invite event is received. This option can be overridden by a routing strategy as described in this [[OverridingInteractionWorkspaceOptions|Configuration Guide]].
 +
 
 +
====im.other-agent.prompt-color====
 +
*Default Value: <tt>#D88000</tt>
 +
*Valid Values: Valid Hexadecimal (HTML) color code
 +
*Changes take effect: When the session is started or restarted.
 +
*Description: Specifies the color of the prompt for messages the other agent enters in the IM view
 +
 
 +
====im.other-agent.text-color====
 +
*Default Value: <tt>#D88000</tt>
 +
*Valid Values: Valid Hexadecimal (HTML) color code
 +
*Changes take effect: When the session is started or restarted.
 +
*Description: Specifies the text color of messages the other agent enters in the IM view. For example: <tt>#FF0000</tt> for a red color.
 +
 
 +
====im.system.text-color====
 +
*Default Value: <tt>#8C8C8C</tt>
 +
*Valid Values: Valid Hexadecimal (HTML) color code
 +
*Changes take effect: When the session is started or restarted.
 +
*Description: Specifies the text color of system messages in the IM view.
 +
 
 +
====im.time-stamp====
 +
*Default Value: <tt>true</tt>
 +
*Valid Values: <tt>true</tt>, <tt>false</tt>
 +
*Changes take effect: When the session is started or restarted.
 +
*Description: Specifies whether the time stamp is displayed in the IM transcript area.
 +
 
 +
====im.prompt-for-end====
 +
*Default Value: <tt>false</tt>
 +
*Valid Values: <tt>true</tt>, <tt>false</tt>
 +
*Changes take effect: When the session is started or restarted.
 +
*Description: Specifies if the application prompts a confirmation message when a user clicks '''end'''. This option can be overridden by a routing strategy as described in this [[OverridingInteractionWorkspaceOptions|Configuration Guide]].
 +
 
 +
====im.toast-timeout====
 +
*Default Value: <tt>10</tt>
 +
*Valid Values: From <tt>0</tt> to <tt>MAXINT</tt>
 +
*Changes take effect: When the session is started or restarted.
 +
*Description: Defines the duration, in seconds, that the IM interaction notification is displayed in the Information area of the Main Window before the IM is rejected. The value <tt>0</tt> means the interaction notification is displayed until the agent accepts the interaction.
 +
 
 +
====im.new-message-bell====
 +
*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.
 +
*Description: Specifies the configuration string for the new IM message sound. 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 &mdash; the higher the integer, the higher the priority. The last is the duration, which can have the following values:
 +
**<tt>0</tt> &mdash; play the whole sound once
 +
**an integer greater than <tt>0</tt> &mdash; the length of time, in milliseconds, to play and repeat the sound
 +
 
 +
====im.ringing-bell====
 +
*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.
 +
*Description: Specifies the path of the sound file that is played when Instant Messaging interaction is ringing. 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 &mdash; the higher the integer, the higher the priority. The last is the duration, which can have the following values:
 +
**<tt>-1</tt> &mdash; play and repeat the sound until an explicit message, such as event established, causes it to stop.
 +
**<tt>0</tt> &mdash; play the whole sound once
 +
**an integer greater than <tt>0</tt> &mdash; the length of time, in milliseconds, to play and repeat the sound
 +
 
 +
====privilege.im.can-use====
 +
*Default Value: <tt>false</tt>
 +
*Valid Values: <tt>true</tt>, <tt>false</tt>
 +
*Changes take effect: When the session is started or restarted.
 +
*Description: Enable an agent to use IM.
 +
 
 +
====privilege.im.can-release====
 +
*Default Value: <tt>true</tt>
 +
*Valid Values: <tt>true</tt>, <tt>false</tt>
 +
*Changes take effect: When the session is started or restarted.
 +
*Description: Enables an agent to manually end an IM session. Depends on {{Optionslink|link=Options:Genesys_Web_Services:interaction-workspace:privilege-im-can-use}}.
 +
 
 +
====privilege.im.can-make====
 +
*Default Value: <tt>true</tt>
 +
*Valid Values: <tt>true</tt>, <tt>false</tt>
 +
*Changes take effect: When the session is started or restarted.
 +
*Description: Allows an agent to create a new instant messaging session from any area that has this functionality. Depends on {{Optionslink|link=Options:Genesys_Web_Services:interaction-workspace:privilege-im-can-use}}.
 +
 
 +
====intercommunication.im.routing-based-actions====
 +
*Default Value: <tt>MakeIM</tt>
 +
*Valid Values: A comma-separated list of valid operation names from the following list: <tt>MakeIM</tt>.
 +
*Changes take effect: When the session is started or restarted.
 +
*Description: Specifies the list of 'routing-based' actions that an agent is allowed to perform.
 +
 
 +
====intercommunication.im.routing-based-targets====
 +
*Default Value:
 +
*Valid Values: A comma-separated list of valid object types from the following list: <tt>Agent</tt>, <tt>RoutingPoint</tt>
 +
*Changes take effect: When the session is started or restarted.
 +
*Description: Specifies the list of targets that are contacted through the 'routing-based' mechanism for the requests that are defined in the option <tt>intercommunication.im.routing-based-actions</tt>.<br/>'''Note:''' The targets 'AgentGroup' and 'Skill' are always addressed through routing; therefore, they are not affected by this option.
 +
 
 +
====intercommunication.im.routing-points====
 +
*Default Value:
 +
*Valid Values: A call number name in the following format: <tt>$dn_name$</tt>.
 +
*Changes take effect: When the session is started or restarted.
 +
*Description: Determines the call number that is used by the routing-based feature. The following attached data are added by Worskpace: IW_RoutingBasedOriginalEmployeeId,IW_RoutingBasedTargetId,IW_RoutingBasedTargetType,IW_RoutingBasedRequestType.
 +
 
 +
-->
 +
[[Category:V:HTCC:9.0.0]]

Revision as of 15:03, April 15, 2019

Enabling Internal Communications

The following procedures enable internal communication features in Workspace Agent Desktop.

Enabling Team Communicator

Team Communicator is a universal lookup tool. Agents use the Team Communicator to start phone calls and emails. The following procedures enable features in Team Communicator.

You can enable agents to use Team Communicator to call a contact that is stored in the Universal Contact Server (UCS).

Before you begin, ensure that the following prerequisites are met:

To enable agents to use Team Communicator to call a contact:

  1. Grant the privilege.teamcommunicator.can-use privilege.
  2. Optional. Grant one or more of the following privileges:
  3. Configure the Team Communicator and related options in the interaction-workspace section of the Cloud_Cluster application object:
  4. To restrict which agents can be seen in Team Communicator search results, you can specify which groups an agent can or cannot see by specifying them in these configuration options:
  5. Ensure that the UCS application to which Cloud_Cluster is connected is configured to support index searches in the Contact database:
    • Set the index\enabled option to true.
    • Set the index.contact\enabled option to true.

    For more details about these settings, refer to the eServices 8.1 Reference Manual.

Enabling call routing and voice call, conference, or transfer

You can enable agents to use Team Communicator to call, conference, or transfer to an agent, agent group, skill, or a routing point using a strategy. This procedure is mandatory for agent groups and skill targets.

Tip
No extra configuration is required to transfer an interaction to an agent.

Before you begin, ensure that the following prerequisites are met:

  • A working knowledge of Genesys Administrator Extension (GAX).
  • A working knowledge of Genesys Designer.
  • A Cloud_Cluster application object exists in the Configuration Database.
  • To transfer to skills, you must have skills defined in the Configuration Database.
  • To transfer to agent groups, you must have agent groups defined in the Configuration Database.

To enable agents to use Team Communicator to call, conference, or transfer to an agent, agent group, skill, or a routing point:

  1. Set up your system infrastructure:
    1. In the Configuration tab of the Cloud_Cluster application, add connections to Stat Server.
    2. In the connections, add a reference to the T-Server associated with the switch to which the agent logs in.
    3. Configure the Team Communicator options in the interaction-workspace section of the Cloud_Cluster application object.
  2. Set up your agents to be able to use the Team Communicator to call or transfer to other agents or other internal targets:
    1. To let your agents make voice calls, set the value of the privilege.voice.can-use option, to true.
    2. To ensure that the status of your agents is displayed in the Team Communicator of other agents who might be trying to call them, set the value of the presence.evaluate-presence option to true.
    3. To enable your agents to view the number of targets who are in Ready status in an agent group, allow the privilege.teamcommunicator.display-agent-groups-availability privilege.
    4. For small contact centers, where the number of potential transfer targets is low, you can configure Workspace to display all of the possible targets in the Team Communicator search results when an agent initiates a transfer or conference by searching in the Team Communicator.
      To enable this functionality, set the value of the teamcommunicator.show-all-internal-targets option to true.
      This option is limited by the value that is specified for the teamcommunicator.max-size option.
      Important
      Genesys strongly recommends that only small contact centers use this option. Agents in large contact centers will experience system performance issues if the teamcommunicator.show-all-internal-targets option is enabled.
  3. You can choose to set up call routing to direct calls to specific agents based on strategies. To transfer to Skills and Groups, you must also specify a routing point by using the intercommunication.voice.routing-points option.
    1. First determine which call flow scenarios you want handled by a routing-based mechanism based on targets, such as language or product skills, level of training, or availability, and types of calls, such as high priority customers, inquiries, sales, and so on.
    2. Use Genesys Designer, to create a routing strategy that uses routing targets (agents, agent groups, skills, and so on) to process routing-based actions by using the following attached data:
      • IW_RoutingBasedOriginalEmployeeId — The employee ID of the agent who is transferring the interaction.
      • IW_RoutingBasedTargetId — The ID (employee ID of another agent, AgentGroup name, Skill name, Routing Point name) of the target.
      • IW_RoutingBasedTargetType — The type of the target (Agent, AgentGroup, Skill, or RoutingPointl)
      • IW_RoutingBasedRequestType — Informs the strategy of the type of action is to be done (MakeCall,OneStepConference,InitConference,OneStepTransfer,InitTransfer)
    3. Depending on the type of target for which you want to use routing-based transfer, use Configuration Manager or Genesys Administrator to set the value of the intercommunication.voice.routing-based-targets options as follows:
      • To use T-Server to handle transfers to Agent, Routing Point, and Directly Dialed (Type Destination), and have all other transfers handled by a strategy, set the value of this option to "" (empty)
      • To use routing-based transfer for Agents, add the value Agent to this option.
      • To use routing-based transfer for Routing Point, add the value RoutingPoint to this option.
      • To use routing-based transfer for Directly Dialed (Type Destination), add the value TypeDestination to this option.
      • For agent groups and skills, it is not mandatory to set the routing-based target option because these target always use routing-based transfer.
    4. To specify whether a specific call type is to be handled by the routing-based mechanism, set the value of the intercommunication.voice.routing-based-actions option.
      • MakeCall: Use the routing-based mechanism for external calls.
      • OneStepTransfer: Use the routing-based mechanism for single-step transfers.
      • InitTransfer: Use the routing-based mechanism for two-step transfers.
      • InitConference: Use the routing-based mechanism for two-step conferences.
      • OneStepConference: Use the routing-based mechanism for single-step conferences.
    5. Load the routing strategy on the Routing Point that is defined by the intercommunication.voice.routing-points option.
  4. Fine-tune the settings for contacting specific targets (Agent, AgentGroup, RoutingPoint, Contact, and/or TypeDestination) that are using a routing-based mechanism by configuring action-specific options:

Enabling multimedia interaction transfer

You can enable agents to use Team Communicator to transfer a multimedia interaction (Email and Chat) to an agent, agent group, or skill by using a strategy. This procedure is mandatory to transfer to agent groups and skills.

Before you begin, ensure that the following prerequisites are met:

  • A working knowledge of Genesys Administrator Extension (GAX).
  • A working knowledge of Genesys Designer.
  • A Cloud_Cluster application object exists in the Configuration Database.
  • To transfer to skills, you must have skills defined in the Configuration Database.
  • To transfer to agent groups, you must have agent groups defined in the Configuration Database.

To enable agents to use Team Communicator to transfer a multimedia interactions:

  1. By using Genesys Designer, configure a routed-based transfer workflow by using these steps:
    1. Create an Interaction Queue/Interaction View pair. The Interaction Queue is used as a part of the workflow; however, Interaction Queues are not available as transfer targets in the agent interface.
    2. Create a routing strategy to process routing-based actions. To help you write the appropriate strategy, Workspace Web Edition adds the following attached data to the interaction:
      • IW_RoutingBasedOriginalEmployeeId — The employee ID of the agent who is transferring the interaction.
      • IW_RoutingBasedTargetId — The ID (employee ID of another agent, AgentGroup name, Skill name) of the target.
      • IW_RoutingBasedTargetType — The type of the target (Agent, AgentGroup, or Skill)
      • IW_RoutingBasedRequestType — Informs the strategy of the type of action is to be done. This attached data has only one value available for this release: OneStepTransfer
    3. Link the above Queue to the strategy.
    4. Activate the strategy.
  2. Using GAX, set the values of the following configuration options to the Queue that you created in Step 1:
  3. Use the following options to specify the routing-based actions that are permitted:
  4. Depending on the type of target for which you want to use routing-based transfer, use GAX to set the values of the intercommunication.chat.routing-based-targets, intercommunication.email.routing-based-targets, and/or intercommunication.<media-type>.routing-based-targets configuration options as follows:
    • To use Interaction Server to handle agent-to-agent transfer and have all other transfers handled by a strategy, set the values of these options to "" (empty)
    • To use routing-based transfer for Agents, set the values of these options to Agent.
    • For agent groups and skills, it is not mandatory to set the routing-based target options because these target always use routing-based transfer.
  5. Log out agents and log them back in again.

Creating Corporate Favorites

You can enable the use of corporate favorites in the Team Communicator. Administrators must create, edit, and remove favorites by using Genesys Administrator Extension. You can configure the system so that each agent is assigned one or more quick dial favorites lists. You do not have to assign the same list of favorites to every agent.

Before you begin, ensure that the following prerequisites are met:

  • A working knowledge of Genesys Administrator Extension (GAX).
  • An understanding of Configuration options
  • A Cloud_Cluster application object exists in the Configuration Database.

To enable the use of corporate favorites:

  1. Using GAX, create a new section in the appropriate object (the Cloud_Cluster application, Tenant, Agent Group, or Agent), and name it with the name of the Corporate Favorite that you want to create.
  2. Configure the new Corporate Favorite section to be one of the following types:
    • Agent
    • Agent Group
    • Skill
    • Routing Point
    • Custom Contact
    • Interaction Queue

Attached Data

You can have multiple instances of the same object type, such as a routing point, in corporate favorites with different attached data for each. For example:

[Fav-English] [Fav-Spanish]
type: RoutingPoint type: RoutingPoint
id: 6666@MySwitch

Note: the following characters are not supported for the id:
?|{}[]()"\,

id: 6666@MySwitch

Note: the following characters are not supported for the id:
?|{}[]()"\,

display-name: English display-name: Spanish
attached-data.lang: en attached-data.lang: es

Corporate Favorite Options by Type

The Table Corporate Favorite Options by Type defines the Corporate Favorite types and the mandatory options.

Important
A corporate favorite that has Custom Contact specified as the type only appears in a Favorites search and the Recent list if the contact was previously called. Search All only searches within targets that specify the following types: Agent, Contact, Routing Point, Skill, Queue, Interaction Queue, and Agent Group.
Corporate Favorite Options by Type
Type Options Mandatory Valid values Example
Agent type Yes Agent Agent
id Yes <user name of the agent> User123

Note: the following characters are not supported for the id: ?|{}[]()"\,

category Yes <a semicolon-separated list of category names> CorporateCategory1;FavoriteAgents
display-name No <display name of the agent> Jim Brown
Agent Group type Yes AgentGroup AgentGroup
id Yes <name of the agent group> Agent Group Meridian

Note: the following characters are not supported for the id: ?|{}[]()"\,

category Yes <a semicolon-separated list of category names> CorporateCategory1;FavoriteAgents
display-name No <display name of the agent group> Meridian
Skill type Yes Skill Skill
id Yes <name of the skill> French

Note: the following characters are not supported for the id: ?|{}[]()"\,

category Yes <a semicolon-separated list of category names> French Speaking Agents;Mandarin Speaking Agents
display-name No <display name of the skill> French
Routing Point type Yes RoutingPoint RoutingPoint
id Yes The DN number in the following format: <DN number>@<switch> 123@MySwitch

Note: the following characters are not supported for the id: ?|{}[]()"\,

category Yes <a semicolon-separated list of category names> CorpRoutingPoint
display-name No <display name of the routing point> Support
attached-data.<AttachedDataKey> No <an attached data key> attached-data.lang: en
Directly Dialed type Yes CustomContact CustomContact
category Yes <a semicolon-separated list of category names> External Resources
firstname No <any string> First
lastname No <any string> External
phonenumber Yes (one or both) <a semicolon-separated list of phone numbers> +1555234567890;+555123454321
emailaddress <a semicolon-separated list of email addresses> external1@mail.dom;external2@mail.dom
display-name No <display name of the custom contact> Angie Davis
  1. Grant the following privilege: to the agents that you want to enable for favorites:
  2. In the configuration layer, in options of the related section (or Tenant/Agent Group/Agent annexes), configure the following options in the interaction-workspace section of agent, agent group, tenant, and/or application annexes:
    • teamcommunicator.corporate-favorites -- The list of corporate favorites (quick dial favorites) that are configured in Configuration Server for an Agent, Agent Group, Skill, Routing Point, or Custom Contact in the same tenant as the agent. Favorites that are configured at the agent level take precedence over those that are configured at the agent group level, which take precedence over the tenant level, which takes precedence over the application level.
    • teamcommunicator.max-favorites-size -- The maximum number of favorites to display to the agent in the Team Communicator drop-down view.

Assignment of Favorites

When you create corporate favorites, you assign to them a type that is based on the scope to which it is applied: agent, agent group, tenant, or application. You can create multiple favorites and assign them in a hierarchy. For example, you create four favorites: fav1, fav2, fav3, and fav4. You then make the following assignments:

  1. application—teamcommunicator.corporate-favorites="fav1,fav2"
  2. tenant—teamcommunicator.corporate-favorites="fav4"
  3. agent—teamcommunicator.corporate-favorites="fav1,fav3"

The final list of favorites that are assigned to the agent are: "fav1,fav3"

Enabling Agent Feedback

It is useful for administrators to receive feedback from agents about call quality, software behavior, and disconnection events. Use the following options to set up the feedback mechanism. You can enable the Feedback menu item in the Main menu which allows agents to view and use the Feedback dialog box. When an agent clicks Send, their feedback is attached to their log.

Feedback is stored in Elastic Search. You can access the feedback by using the Feedback microservice or by querying the Elastic Search.

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