On Premises

WebAgent User Guide for Supervisor

Note

Introduced in DC2023.02

This user guide explains on how to use the WebAgent as a Supervisor.

Note

When using the WebAgent make sure your browser is compatible with your user platform, see: WebAgent Browser Compatibility Overview

Signing in to WebAgent

To use the WebAgent to handle communications, an Supervisor must sign in with valid credentials.

To sign in to WebAgent

  1. Open a web browser page to the following URL:

    Note

    Based on your region, a different URL needs to be used. This information will be shared by your Anywhere365 representative.

    Global:

    https://webagent.anywhere365.io

    NORA

    https://nora-cus-webagent.anywhere365.io

    https://nora-cus-2-webagent.anywhere365.io

    https://nora-cus-3-webagent.anywhere365.io

    EMEA

    https://emea-weu-webagent.anywhere365.io

    https://emea-weu-2-webagent.anywhere365.io

    https://emea-weu-3-webagent.anywhere365.io

    APAC

    https://apac-eas-webagent.anywhere365.io

    https://apac-eas-2-webagent.anywhere365.io

    https://apac-eas-3-webagent.anywhere365.io

  2. The WebAgent sign in page will appear:

  3. Anywhere365 WebAgent Sign-in Screen

  4. Sign in using your Anywhere365-enabled account (Sign-in address + Password).

    Note

    Make sure your browser is not set to block pop-ups.

Supervising Dialogues

Initiation a Supervisor Listen

In the Dialogues tab of the overview you can see which dialogues (inbound to the UCC A Unified Contact Center, or UCC, is a queue of interactions (voice, email, IM, etc.) that are handled by Agents. Each UCC has its own settings, IVR menus and Agents. Agents can belong to one or several UCCs and can have multiple skills (competencies). A UCC can be visualized as a contact center “micro service”. Customers can utilize one UCC (e.g. a global helpdesk), a few UCC’s (e.g. for each department or regional office) or hundreds of UCC’s (e.g. for each bed at a hospital). They are interconnected and can all be managed from one central location.) are connected to the own agent (Personal), waiting in queue (Waiting), or connected to other agents (Connected). You will see the name, number or email address and time in the queue or connected to an agent.

Tip

If you hover over the dialogue icon, you will see the connected agent.

In the Connected Dialogues you can select which conversation you want to listen in on.

Icon Action Description

Listen

(Audio dialogue only) Take the session from the waiting queue. The conversation will now be offered to the Supervisor.

Note

It's important to note that only inbound audio dialogues between customers and agents can be listened to, and dialogues in Delight Consult, Consult, or already being supervised by another supervisor cannot be joined.

Once you click the "Listen" button, the Supervisor will be added to the Dialogue. They will then receive an invitation to join the conversation.

After the Supervisor accepts the invitation, they will be able to listen in on the conversation.

The listen functionality is designed to allow the Supervisor to monitor the agent's performance. However, please note that the Supervisor will be automatically removed from the conversation if the dialogue is transferred, if it goes to Delight Consult or Consult, or if the agent leaves the conversation.

During the conversation, you can perform the following actions by clicking on the icons:

Icon Action Description

Listen

The conversation starts on this state.

The Supervisor can hear both the Customer and the Agent, but the Agent and Customer cannot hear the Supervisor.

Whisper

The Supervisor can hear both the Customer and the Agent, but only the Agent can hear the Supervisor.

Note

Introduced in DC2023.03

Talk

All participants can hear each other.

Note

Introduced in DC2023.03

TakeOver

The Agent can hear both the Customer and the Supervisor, but the Supervisor and Customer cannot hear the Agent.

The Agent will see their call controls being disabled, except the disconnect button.

Note

Introduced in DC2023.03

Important

Please note that this conversation revolves around the agent and if the agent leaves the chat, the conversation will automatically be terminated.

Disconnect

This will remove the Supervisor from the conversation.

In addition to these features, you will also have access to other tools and functionalities that can help you manage the conversation effectively.

Contact Information

The Contact Information section displays additional information about the selected contact. If the information is available in the back-office system, it will be displayed here. However, if the contact cannot be found or there are multiple results, you can use the Contact Search function to locate the contact.

To use the Contact Search function, click on the relevant button and enter the contact details, such as their name or phone number. Once you have entered the required information, click on "Search" to initiate the search process. If the contact is found, click the Select button and their information will be displayed in the contact information section.

If the wrong contact has been selected, you can also use the Deselect button to clear the Contact information. From here you can initiate a new Contact Search again.

Previous Contacts

Note

Please note that the timeline information may vary depending on your organization's Universal Timeline Service and configuration, see: Universal Timeline Service

In addition to displaying the current contact's information, the contact information panel also displays the previous contacts made by the customer. This information is obtained from the Timeline sessions and shows all contacts, sorted in alphabetical order.

The previous contacts list provides a quick and easy way to view the history of the customer's interactions with your organization.

Please note that the previous contacts list may not include all interactions, as it is dependent on the data collected and stored in the CDR Call Detail Records (CDR) are the meta data of a converstation: who talked to whom, at which time, for how long and with which identity among other things (skill, optional classification, etc) which gets stored in your SQL (analytical) database. database.

Tip

Combining with the CRM Service will also use the Phone and Email endpoints of a selected contact.

Timeline

Note

Please note that the timeline information may vary depending on your organization's Universal Timeline Service and configuration, see: Universal Timeline Service

The timeline feature allows you to view information about previous interactions with the customer. To access the timeline, click on the icon. This will load all the contact moments associated with the customer's information.

In the top bar of the timeline, you can scroll through the various dialogues and interactions. By clicking on a specific dialogue or interaction, you can view more details about that contact moment. These details include information about the skills used, the agent who handled the contact, and whether the dialogue was transferred or not.

The timeline feature provides a comprehensive overview of the customer's interactions with your organization. This information can be used to identify patterns, track customer behavior, and improve overall customer service.

Please note that the timeline feature only displays information about previous interactions with the customer, not the current one. If you require assistance with the current contact, please refer to the relevant sections of the platform or consult with your supervisor or team leader for guidance.

Tip

Combining with the CRM Service will also use the Phone and Email endpoints of a selected contact.

Cases

Note

Please note that the availability of cases and case-related information may vary depending on your organization's CRM Service and configuration, see: CRM Service for Anywhere365

If there are any cases associated with the customer, you can view them by clicking on the Cases tab. This will load all the relevant CRM service cases for the selected contact.

If a URL is available for a particular case, you can click on it to open a new tab that will load your back-office application. This will allow you to view additional details and information about the case, such as notes, comments, and updates.