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How can I ensure that NewVoiceMedia routes an interaction to a specific agent?

If you want to ensure that a specific agent handles an interaction, configure your interaction plan to route the interaction to the agent's personal queue. For more information about personal queues, see Personal queues.

You set up personal queues in a Skill Tagger applet. For information about Skill Tagger applets, see Skill Tagger applet.

If you configure a personal queue, while that personal queue is active for an interaction—that is, not timed-out—the personal queue settings override any skills or service groups configured for the same interaction.

Before you can set up the personal queues, you must create three data sources. These data sources are placeholders for actual values that are determined at run time. Each data source contains one of the following values:

  • The ID of the target agent. This ID is the agent's NewVoiceMedia platform ID. Or the ID is the Salesforce ID that corresponds to the agent's NewVoiceMedia platform account if using NewVoiceMedia in Salesforce.
  • The logged in timeout. The time in seconds for which NewVoiceMedia will try to route the interaction to the specified agent when the agent is logged in to the NewVoiceMedia platform. After this time, NewVoiceMedia will route the interaction as configured in the interaction plan.
  • The logged out timeout. The time in seconds for which NewVoiceMedia will try to route the interaction to the specified agent when the agent is logged out of the NewVoiceMedia platform. After this time, NewVoiceMedia will route the interaction as configured in the interaction plan. This timeout is less relevant for calls than other types of interactions. If an agent is not logged in, a caller does not want to wait for long for an agent to answer their call.

You can use any applet that stores data in a data source to create the data sources. The following applets create data sources:

  • Data Connector applet. For information about the Data Connector applet, see Data Connector applet.
  • IVR Collect Digit applet. For information about the IVR Collect Digit applet, see IVR Collect Digit applet.
  • IVR Collect Digit String applet. For information about the IVR Collect Digit String applet, see IVR Collect Digit String applet.
  • IVR Set Menu Digit applet. For information about the IVR Set Menu Digit applet, see IVR Set Menu Digit applet.
  • IVR Set Menu String applet. For information about the Set Menu String applet, see IVR Set Menu String applet.
  • Set Data Source applet. For information about the Set Data Source applet, see Set Data Source applet.

You can also use an existing data source; by default, all calls have the following data sources available:

  • Call Guid
  • CLID
  • Dialled Number

    The Dialled Number ($(DialledNumber)) data source contains the ID of the interaction plan rather than its phone number. The ID and the phone number will often be the same, but this is not guaranteed. Therefore you should not use $(DialledNumber) to indicate the number dialed by the caller.

  • Language
  • First Agent ID

    First Agent ID is only populated after Vonage Contact Center has routed the call through an ACD applet to an agent.

  • DisplayName. By default, DisplayName contains the CLID of the inbound caller. For information about using a custom value in the DisplayName data source, see Setting a display name for an inbound interaction.
  • InteractionOutcome. By default, InteractionOutcome contains the outcome of the interaction. For information about interaction outcomes, see Interaction outcomes.
  • Interaction Start Time. The time, in UTC, that the interaction starts. For callbacks, InteractionStartTime will be the start of the original interaction.

If you use a post-call named route for post-interaction processing, all data sources configured at the time the interaction finishes (including InteractionOutcome) are available to the target named route.

The Skill Tagger applet will use data in these data sources to determine which agent to route an interaction to, at run time.

After you have created the three data sources, to configure a personal queue, perform the following steps:

  1. Create a Skill Tagger applet. For information about creating an applet, see Creating an applet. A new Skill Tagger applet appears.
  2. In the Agent Id list in the Personal Queue Data Sources section, select the data source that will contain the ID of the target agent at run time.
    In the Logged In Timeout list in the Personal Queue Data Sources section, select the data source that will contain the logged in timeout at run time.
    In the Logged Out Timeout list in the Personal Queue Data Sources section, select the data source that will contain the logged out timeout at run time.
    Personal queues
  3. Optionally configure skill retirements in the Skill Requirements section. For information about setting up skill requirements, see Tagging interactions with a skill or skills.
  4. In the Next Applet list click the applet that NewVoiceMedia routes the interaction to next.
  5. To save your changes, click Update.

You can now continue to configure your interaction plan.

Your Skill Tagger must be part of a complete interaction plan that ends with an Automatic Call Distributor (ACD) applet. This ACD applet must behave as a skills based router, that is, a Universal Contact Distributor (UCD) applet. For information on UCD applets, see Automatic Call Distributor (ACD) or Universal Contact Distributor (UCD) applet.

NewVoiceMedia must route interactions through the applets which populate the data sources, before the Skill Tagger applet needs them.

Example interaction plan

 Expand | Collapse

The following visualization shows an interaction plan that routes calls to the specified agent's personal queue:

Personal Queue interaction plan visualization

The plan includes the following applets:

  1. Collect agent ID (IVR Collect Digit String)

    This applet prompts the caller to type the ID of the agent they want to speak to on their telephone keypad. The applet stores the value the caller provides in an IVR slot (Agent ID). NewVoiceMedia routes the call to the specified applet (Set logged in timeout).

    Personal Queue interaction plan - step 1

  2. Set logged in timeout (IVR Set Menu String)

    This applet sets the logged in timeout value in an IVR slot (Logged In Timeout) to the default value of 30. NewVoiceMedia routes the call to the specified applet (Set logged out timeout).

    Personal Queue interaction plan - step 2

  3. Set logged out timeout (IVR Set Menu String)

    This applet sets the logged out timeout value in an IVR slot (Logged Out Timeout) to the default value of 10. NewVoiceMedia routes the call to the specified applet (Personal Queue).

    Personal Queue interaction plan - step 3

  4. Personal queue (Skill Tagger)

    This applet sets the values of Agent Id, Logged In Timeout, and Logged Out Timeout to the values in the corresponding IVR slots (Agent ID, Logged in timeout, Logged out timeout). NewVoiceMedia routes the call to the next specified applet (Basic UCD).

    Personal Queue interaction plan - step 4

  5. Basic UCD (ACD)

    This applet is an ACD applet that behaves as a skills based router, or a Universal Contact Distributor (UCD) applet. The applet has and needs no other configuration settings. NewVoiceMedia routes the call to the agent's personal queue, timing out according to the timeout settings.
    Personal Queue interaction plan - step 5

How do I enable agents to decline calls in their personal queues?

To enable an agent to decline a call that is waiting in the agent's personal queue, you must configure an Agent Decline Breakout.

You can only configure an agent decline breakout in an ACD applet in skills based mode.

To configure an Agent Decline Breakout, perform the following steps:

  1. Create an Automatic Call Distributor (ACD) or Universal Contact Distributor (UCD) applet, or edit an existing ACD or UCD applet. For information about creating or editing an applet, see Creating an applet or Editing an applet. A new or existing ACD or UCD applet appears.

  2. Ensure that Behaviour Type in the Routing section is Skills Based. UCD only sections are available.
  3. In the Agent Decline Breakout section, specify the applet that Vonage Contact Center must route the call to if an agent clicks to decline the call. In the Agent Decline Breakout Applet list, click the name of the target applet.

  4. Continue to configure the applet as required. For information about the fields in the applet, see Automatic Call Distributor (ACD) or Universal Contact Distributor (UCD) applet.
  5. To save your changes, click Update.

Now, if an agent declines a call in their personal queue, Vonage Contact Center routes call to the applet in the Agent Decline Breakout Applet list. For information about personal queues, see Personal queues.

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