User Guide

Introduction

The Extension Window will give the agent additional information about the customer from your CRMCRM stands for Customer Relationship Management and is a method/technology for managing your external interactions and relationships with customers. Integrate Anywhere365 with your CRM client to show customer information alongside your inbound and outbound interactions. system. Additionally it lets you take control, to better manage a dialogue.

The window is split up into 3 parts.

  1. Dialogue bar (top bar)

  2. CRM pane (left pane)

  3. Tabs (lower right screen)

 

Dialogue bar

Preview

 

Description

The Dialogue bar contains (from left to right):

Item

Name

Description

Contact picture

Skype for BusinessSkype for Business is an enterprise software from Microsoft and provides users with instant messaging, online meetings, availabillity information, and audio and video calling. It requires a Skype for Business Server. The Anywhere365 application server is added to the Skype for Business Typology as Trusted Application Server. photo of the contact.

(Loaded from the Skype for Business SDK)

Caller information

This item displays 3 objects:

  1. Display name, (when connected with CRM). This item is click-able and will open the contact page or new contact page.

  2. Uri (phone number or SIP-address)

  3. UCCUCC stands for Unified Contact Center and consists of a queue that can be handled by Agents. Each UCC has its own settings, interactive voice response questions and Agents with specific skills. Agents can be member of, or sign up to, one or more UCCs. and Skill

Survey Button

Open Survey

(Survey needs to be configured, Learn More)

(Can be hidden in the config)

Create Lead / Open CRM

Click-able (when connected with CRM):

  • If contact wasn't found in CRM, it will open a new contact window.

  • If contact was found in CRM, it will open the contact page.

(Can be hidden in the config)

Show # calls today

The number of times the customer called today. This information is loaded from the Anywhere365 CDR database.

Current Skill

Shows the current Skill the customer selected.

By clicking you can select to forward the customer to a different Skill.

Create Case

Click-able (when connected with CRM), it will open a new case window in you CRM system.

(Can be hidden in the config)

Save record button

If configured, you can tag a call for recording.

(Recording needs to be configured, Learn More)

(Can be hidden in the config)

Pause / Resume record button

If configured, you can pause and resume a recording of a call.

(Recording needs to be configured, Learn More)

(Can be hidden in the config)

 

Action: Open CRM

If you have a CRM plugin configured you can open the contact by clicking on the person name or by clicking on the Icon.

 

Action: Change Skill

You can change the skill by clicking on the Skill icon and select the a Skill. This will put the Customer in that Skill / Queue or forward when a Forward Skill is chosen.

 

Action: Mark for Recording

Description

The Agent can check or un-check if the Recording should be saved by clicking the icon.

 

Configure

Configure the following UCC settings, Learn More

  • UseAudioRecording = true
  • AgentCanEditAudioRecording = true
  • SaveRecordingByDefault = false

 

Action: Pause Recording

If a recording is active and the Agent can control this (AgentCanEditAudioRecording = true ), he or she can pause and resume the recording by clicking the record button.

Active

Paused

 

CRM Pane

 

CRM Info

The CRM pane displays the information that was loaded from CRM. Information may be different based on which CRM system.

 

Previous Contacts

The Previous Contact(s) is based on Anywhere365 data, and will always be shown. Regardless of which CRM plugin. By right-clicking you can see the contact card.

 

Cases / Contacts

In the lowest part you will see the contact's Active Cases. You can click on the search button to search for Cases or other contacts.

 

Action: Assign to Contact

When a customer is using a new number or the number is not available in your CRM system, you can directly assign it.

This can be done by searching the contact, select the contact and selecting the "Assign" button.

 

Tabs

The Extension Window has multiple tabs available.