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TeleVantage TeleVantage 7.5
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USING TELEVANTAGE
1
COPYRIGHT
3
TRADEMARKS
3
LIMITED WARRANTY ON SOFTWARE
3
NETWORK CAPTURE TECHNOLOGY
3
Vertical Communications, Inc
4
One Memorial Drive
4
Cambridge, MA 02142
4
Using the Telephone
5
Using ViewPoint
8
CONTENTS
11
Advanced TeleVantage Features
12
Appendices
15
Getting Started
19
INTRODUCING TELEVANTAGE
21
Using the telephone
22
Online Help
26
HTML books
26
Adobe Acrobat PDF books
27
GREETING
29
2-2 USING TELEVANTAGE
30
Using the
33
Telephone
33
PLACING CALLS ON THE PHONE
35
Using an IP phone
36
3-4 USING TELEVANTAGE
38
Redialing the last call
39
Returning the last call
39
3-6 USING TELEVANTAGE
40
ANSWERING AND HANDLING CALLS
43
THE PHONE
43
Call announcing
44
Call waiting
45
Using hands-free answering
46
4-6 USING TELEVANTAGE
48
Creating a conference call
52
Getting an internal dial tone
53
Using line appearances
54
MANAGING VOICEMAIL AND YOUR
57
WITH THE PHONE
57
Logging on to your account
58
5-4 USING TELEVANTAGE
60
Voice Message Commands
60
Calling back a voice message
62
Use after recording a message
63
Managing your greetings
64
4. TeleVantage
64
Available space for greetings
64
Turning call forwarding on
65
Turning call forwarding off
65
Ignoring your call rules
65
5-10 USING TELEVANTAGE
66
USING TELEVANTAGE WITH A
67
6-2 USING TELEVANTAGE
68
Phone Features
69
ViewPoint Features
70
6-6 USING TELEVANTAGE
72
6-8 USING TELEVANTAGE
74
6-10 USING TELEVANTAGE
76
6-12 USING TELEVANTAGE
78
Configuring a SIP phone
80
Using a SIP phone
81
SHARING STATIONS
83
7-2 USING TELEVANTAGE
84
Distinct ring patterns
85
ViewPoint
87
USING TELEVANTAGE VIEWPOINT
89
Canadian
90
8-4 USING TELEVANTAGE
92
8-6 USING TELEVANTAGE
94
Changing your password
95
About the Welcome Wizard
96
About the tip of the day
96
Exiting and logging off
96
The menu bar
97
The toolbar
97
The navigation pane
98
The view bar
99
The status bar
100
Navigation
101
Folder Description
101
Working in multiple folders
102
Using commands in folders
104
Managing items in folders
104
Creating items
105
Cutting and pasting items
106
Copying and pasting items
106
Renaming items
106
Dragging and dropping items
107
SING TELEVANTAGE
108
Printing items in folders
109
Private and public folders
110
Managing folders
110
Viewing public folders
111
Managing the Deleted folder
111
8-24 USING TELEVANTAGE
112
Viewing shared folders
113
Deleting shared items
113
Using voice message bookmarks
114
8-28 USING TELEVANTAGE
116
8-30 USING TELEVANTAGE
118
Exporting the Extensions list
119
Exporting the Call Log
120
Code Result
121
USING PERSONAL STATUSES
123
9-2 USING TELEVANTAGE
124
Icon Status Description
125
9-4 USING TELEVANTAGE
126
9-6 USING TELEVANTAGE
128
9-8 USING TELEVANTAGE
130
Changing your active settings
132
Active settings hierarchy
134
Using the Where I Am default
135
9-14 USING TELEVANTAGE
136
USING THE EXTENSIONS LIST
137
10-2 USING TELEVANTAGE
138
Extensions folder tabs
139
Extensions folder columns
139
10-4 USING TELEVANTAGE
140
Column Description
140
Instant messaging limitations
141
Using instant messaging
142
Disabling instant messaging
142
IEWPOINT
143
11-2 USING TELEVANTAGE
144
Call Monitor folder tabs
145
11-4 USING TELEVANTAGE
146
Call Monitor folder panes
147
Call Monitor folder columns
147
Call ownership
148
Double-clicking calls
149
Taking the call
149
Sending the call to voicemail
149
Grabbing and holding the call
150
Putting a call on hold
151
Transferring a call
152
Recording a call
154
Using the telephone commands
155
11-14 USING TELEVANTAGE
156
Parking a call
157
Unparking a call
157
Sending a call to voicemail
157
Muting a call
158
Playing a caller's name
158
Viewing a call’s history
159
Adding notes to a call
159
Customized ring patterns
160
Viewing shared calls
161
PLACING CALLS IN VIEWPOINT
163
12-2 USING TELEVANTAGE
164
Entering My Numbers
166
12-6 USING TELEVANTAGE
168
Entering a phone number
170
Checking a number
171
12-10 USING TELEVANTAGE
172
12-12 USING TELEVANTAGE
174
Actions >
175
Ending a conference call
176
MANAGING VOICE MESSAGES IN
179
The Voicemail folder
180
Viewing custom data
181
Forwarding a voice message
182
Replying to a voice message
183
E-mailing a voice message
184
Deleting voice messages
185
Hiding and showing notes
186
13-10 USING TELEVANTAGE
188
System tray button
189
Number in navigation pane
189
Stutter dial tone
190
Message waiting light
190
New message sound
190
Setting up pager notification
191
Setting up call notifications
192
Scheduling notifications
193
13-16 USING TELEVANTAGE
194
Space for greetings
196
The Greetings folder
197
Greeting hierarchy
198
Recording a new greeting
198
E-mailing a greeting
198
Play into call
199
USING THE CALL LOG FOLDER
201
Call Log folder filters
202
Call Log folder columns
202
14-4 USING TELEVANTAGE
204
Viewing call details
205
Call Details columns
206
Find Now
207
14-8 USING TELEVANTAGE
208
14-10 USING TELEVANTAGE
210
Advanced
211
TeleVantage
211
Features
211
CALL FORWARDING AND ROUTING
213
15-2 USING TELEVANTAGE
214
Forwarding calls in ViewPoint
215
15-4 USING TELEVANTAGE
216
Call forwarding and voicemail
218
Q Detects a busy signal
219
The Routing Lists folder
220
The active routing list
221
Creating a new routing list
222
15-12 USING TELEVANTAGE
224
Final action Description
224
Routing calls to workgroups
226
15-16 USING TELEVANTAGE
228
MANAGING CONTACTS AND
229
Using contacts folders
230
Private and public contacts
231
Searching for contacts
231
Entering a new contact
232
16-6 USING TELEVANTAGE
234
Sharing your contacts
235
Identifying contacts by name
236
Use phone
237
Delete and then click OK
237
16-10 USING TELEVANTAGE
238
16-12 USING TELEVANTAGE
240
16-14 USING TELEVANTAGE
242
The Workgroups folder
243
Creating a workgroup
243
16-16 USING TELEVANTAGE
244
USING CALL RULES
247
Call Rules overview
248
The Call Rules folder
249
Name field
250
Setting caller conditions
251
Setting schedule conditions
252
Specifying custom hours
253
17-8 USING TELEVANTAGE
254
17-10 USING TELEVANTAGE
256
CUSTOMIZING VIEWPOINT
257
18-2 USING TELEVANTAGE
258
Tab Field See
258
(Internal analog
259
(digital phone
259
(external station)
259
18-4 USING TELEVANTAGE
260
Specifying your phone type
261
Recording a voice title
261
18-6 USING TELEVANTAGE
262
18-8 USING TELEVANTAGE
264
18-10 USING TELEVANTAGE
266
Changing ring patterns
267
Customizing your hold music
268
18-14 USING TELEVANTAGE
270
OK. For instructions on
271
Direct dial field
271
18-16 USING TELEVANTAGE
272
Feature Description
272
18-18 USING TELEVANTAGE
274
18-20 USING TELEVANTAGE
276
Customizing columns
278
Moving columns
279
Resizing columns
279
Sorting by column
279
18-24 USING TELEVANTAGE
280
Managing Add-ins
281
Enabled
282
Options
282
18-28 USING TELEVANTAGE
284
Feature Description See
285
TELEPHONE COMMANDS QUICK
289
A-2 USING TELEVANTAGE
290
Call Handling Commands
290
Quick call commands
291
A-4 USING TELEVANTAGE
292
Logging on
294
Summary of Commands
295
Personal Status commands
296
6 1 from the
296
ORKING AS AN AGENT IN A CALL
297
ENTER QUEUE
297
Starting your shift
298
Ending your shift
299
Taking a break
299
B-4 USING TELEVANTAGE
300
To sign in or out of a queue
301
B-6 USING TELEVANTAGE
302
Using the Call Monitor tabs
303
Wrap-up time
304
Viewing queue activity
304
SUPERVISING A CALL CENTER
307
C-2 USING TELEVANTAGE
308
The Agents pane
309
C-4 USING TELEVANTAGE
310
Agents Pane Information
310
C-6 USING TELEVANTAGE
312
The Queue Statistics pane
314
Queue Statistics Pane
315
C-10 USING TELEVANTAGE
316
When statistics are reset
318
When statistics are refreshed
318
C-14 USING TELEVANTAGE
320
Algorithm Agent positions
320
C-16 USING TELEVANTAGE
322
*55 Queue Statistics
322
C-18 USING TELEVANTAGE
324
C-20 USING TELEVANTAGE
326
ORKING AS AN AGENT IN AN ACD
327
ORKGROUP
327
D-2 USING TELEVANTAGE
328
D-4 USING TELEVANTAGE
330
BROWSER
331
Starting a new search
332
Search criteria
334
Tab Field Description
335
E-6 USING TELEVANTAGE
336
Equals or Does not
337
Contains
337
Saving your current search
338
Loading a saved search
338
E-10 USING TELEVANTAGE
340
E-12 USING TELEVANTAGE
342
USING THE TELEVANTAGE H.323
343
Recommended USB phones
344
SoftPhone requirements
345
F-4 USING TELEVANTAGE
346
Exiting the SoftPhone
347
Setting preferences
348
Setting call restrictions
348
F-8 USING TELEVANTAGE
350
USING THE COUNTERPATH SIP
351
G-2 USING TELEVANTAGE
352
G-4 USING TELEVANTAGE
354
G-6 USING TELEVANTAGE
356
** and use
360
LOGGING ON WITH COMMAND-LINE
361
Using the /station command
362
REPORTING PROBLEMS
363
Reporting other problems
364
Numerics
365
USING TELEVANTAGE I-2
366
I-3 INDEX
367
USING TELEVANTAGE I-4
368
I-5 INDEX
369
USING TELEVANTAGE I-6
370
I-7 INDEX
371
USING TELEVANTAGE I-8
372
I-9 INDEX
373
USING TELEVANTAGE I-10
374
USING TELEVANTAGE I-11
375
USING TELEVANTAGE I-12
376
USING TELEVANTAGE I-13
377
USING TELEVANTAGE I-14
378
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