Inbound Calls
Customize your inbound calls settings, such as phone numbers used, SLA (service-level agreement) and automatic answer. You can also customize your inbound processes in detail, including IVR (interactive voice response), call forwarding, voice file playback, virtual queuing, and more.
Table of Contents
- To Access Inbound Settings
- To Set Up Inbound Processes
- To View All Inbound Processes
- To Specify Phone Numbers Used
- To Set SLA Time
- To Enable or Disable Automatic Answer
- To Make a Test Call
- To Find the Queue ID
- Redistribution of Incoming Calls Globally
- Inbound Templates
- To Save Your Inbound Processes In Templates
- To Load a Template
- The Autosave Process
- Process ID
- To Find the Process ID of All Existing Processes
- To Find the Process ID of Project-Specific Processes
- Including Only the Most Recent Queue in Inbound Statistics
- To Include Only the Most Recent Queue in Inbound Statistics
To Access Inbound Settings
- Select a project from the project list, then select channels.menu.label > voice.menu.label > direction_1.label.
To Set Up Inbound Processes
- Select a project from the project list, then select channels.menu.label > voice.menu.label > direction_1.label.
- On the action.toolbarbutton.label tab, press action.toolbarbutton.label, and select the items you want to add to your inbound process.
- Select an item that is already added to your process.
- The item’s properties are located on the right. Set the desired settings.
- Press inbound-save.button.label.
Note: If there is a timesheet conflict (for example, one or more timesheets are set to the same date and time), the system will prioritize the timesheet that is at the top of the list.
Note: Read about processes you can add in the Inbound Processes section.
Tip: You can cut and paste processes using the right-click menu’s cut.label and paste.label functions.
To View All Inbound Processes
- From the productname.label menu, select call_center.menu.label > processlist.win.title.
To Specify Phone Numbers Used
- Select a project from the project list, then select channels.menu.label > voice.menu.label > direction_1.label.
- Select the all_phone_fields.label tab.
- Select, then drag and drop the phone numbers you want to use in your inbound project to the callnumbers_selected.dialogheader.title column.
Note: You cannot use the same phone number in multiple projects. If you remove a phone number from an inbound project, callers won’t be able to reach your contact center.
To Set SLA Time
- Select a project from the project list, then select channels.menu.label > voice.menu.label > direction_1.label.
- Select the settings_win.title tab.
- Enter a value in the sla.label.value number field.
Note: SLA is used for call statistics and logs.
To Enable or Disable Automatic Answer
- Select a project from the project list, then select channels.menu.label > voice.menu.label > direction_1.label.
- Select the settings_win.title tab.
- Mark or unmark the autoanswer.checkbox.label checkbox.
To Make a Test Call
- Select a project from the project list, then select channels.menu.label > voice.menu.label > direction_1.label.
- Select the testcall.tab.label tab.
- Enter any phone number in the caller_number.helper.label.
- Select an inbound phone number in the callednumber.label drop-down list.
- Enter or select the date and time in the testcall.testDate.label date picker control for which you want to test the inbound process.
- Press testcall.tab.label. You can simulate pressing DTMF keys using the dtmf.label text field. Inbound process stages are shown on the right.
Note: When making test calls, the caller and called numbers selected will be used as source and destination channel variables.
To Find the Queue ID
- Select a project from the project list, then select channels.menu.label > voice.menu.label > direction_1.label.
- Select a queue.label process.
- Refer to the queueid.label field.
Redistribution of Incoming Calls Globally
In order to redistribute incoming phone calls more flexible, VCC Live registers a ‘last call’ timestamp for every agent when they finish an incoming call. The timestamp is then used for redistributing calls, which can be done two different ways.
When there is a call incoming, the system checks the timestamps of the agents, and then routes the call to either to:
- The agent with the longest time of not-handling calls (default), or
- The agent with the least amount of handled calls
If an agent logs out then logs in, then the last call’s timestamp is lost, therefore the last login time is used as the last call’s timestamp (taking a break does not reset the timestamp’s value). The timestamp’s value is handled globally across all projects and queues.
Tthese settings can be found in the VCC Live menu > Contact Center > Global settings > General pane > ‘Call distribution – Global queue behaviour’ dropdown.
Note: as previously set up skill-based conditions are stronger, they can override the settings set here.
Inbound Templates
You can save your inbound processes in templates, allowing you to reuse your project’s inbound settings at a later date. Everything is saved in the template, from time sheets to IVR keys.
To Save Your Inbound Processes In Templates
- Set up your inbound processes. See To Set Up Inbound Processes.
- Select the templates.label tab, then enter a name for your template in the text box located above the templates list. You can also rename your template later.
- Press templateFromInboundProcesses.label.
To Load a Template
- On the templates.label tab, press loadTemplate.label.
The Autosave Process
Besides creating a template yourself, VCC Live has a built-in autosave feature that creates templates if an incoming change is detected by the system. It is saved as “autosave (YYYY-MM-DD HH:MM:SS)”, and it is listed in the Templates tab along with your custom templates.
By default, these autosave templates are displayed, but it is possible to hide them by unchecking the “Show autosave templates” checkbox.
Note: VCC Live saves no more than 100 autosave templates. If this number is reached, the system overwrites the earliest autosave with the newest autosave.
Process ID
Each inbound process is assigned a unique decimal number that is used to identify it and refer to the specific inbound process.
To Find the Process ID of All Existing Processes
- From the productname.label menu, select call_center.menu.label > processlist.win.title.
- Refer to the process_id.treecol.label column.
To Find the Process ID of Project-Specific Processes
- Select a project from the project list, then select channels.menu.label > voice.menu.label > direction_1.label.
Including Only the Most Recent Queue in Inbound Statistics
You can choose whether every queue or only the most recent queue should be taken into account when calculating queue-related numbers in any inbound statistics. When enabled, even if a client had reached a queue and then was transferred to another queue, queue-related statistics will only include information about the latest queue the client has spent time in.
To Include Only the Most Recent Queue in Inbound Statistics
- From the productname.label menu, select call_center.menu.label > settings.menu.label.
- On the general.tab.label tab, find the statisticsSettings.caption pane.
- Mark or unmark the checkbox beside lastQueue.label.
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