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Using ASAI in a call center

ASAI can significantly improve the operations in a call center. This feature provides the following benefits:

Specific agent tasks might change when you add an ASAI application such as data screen delivery to the call center. You should determine what agent training is needed before the new service begins. Agents should be trained on what new information will appear on their data terminal screens and how to use that information to interact with calling customers. Before implementing a data screen delivery application with the entire agent population, conduct a trial to compare old call center operations with the new call center operations using a data screen delivery application. Be sure to explain the benefits of the application so that agents can take advantage of them.

If data screen delivery is performed for agent-to-agent transfers, carefully read the information on Agent-to-Agent Transfers. Agents must be trained to perform transfers properly so that the desired call events are passed to the host application. More specifically, for blind transfers, agents must transfer calls as follows:

  1. Place the original call on hold by pressing the Transfer button once. This also causes a new call appearance to become active (dial tone is heard on this call appearance).
  2. Dial the desired extension while hearing dial tone on the new, active call appearance.
  3. Immediately press the Transfer button again after dialing the desired extension to complete the transfer.

In consult transfer scenarios, the agent may wait to talk to the second agent before completing the transfer. However, the agent must make sure that the original call is on transfer hold before completing the transfer. A call is said to be on transfer hold when the call is placed on hold by pressing the Transfer button. This is as opposed to regular hold where the call is placed on hold by pressing the Hold button.

For example, the agent may decide to return to the original caller before completing the transfer (for example, to say, "Please wait while I transfer you to Bill who can handle your question"). The agent must be sure to place the original call on transfer hold (not regular hold) before completing the transfer. If the agent used regular hold, the agent would be unable to return to the original caller.

Use the following procedure for consult transfer situations where the screening agent wants to go back and talk to the original caller before completing the transfer. In this procedure, Agent 1 is the screening agent who receives the original call from the calling customer. Agent 2 is the specialized agent who receives the transferred call. Although this procedure may seem cumbersome initially, it is the most natural set of steps to take in consult transfer scenarios where the screening agent wants to announce the transfer to the original caller after having talked to the specialized agent. This procedure also ensures that the Avaya IR system can properly identify the original call when the two calls are merged. If agents do not follow this procedure, inaccurate call events are reported to the host application.

  1. Agent 1 places the original caller on hold by pressing the Transfer button once. This also causes a new call appearance to become active (dial tone is heard on this call appearance).
  2. Agent 1 dials Agent 2 while hearing dial tone on the new, active call appearance.
  3. Agent 1 places the call to Agent 2 on regular hold by pressing the Hold button while the call to Agent 2 is still the active call.
  4. Agent 1 returns to the original caller by pressing the call appearance for the original call. This makes the original call active once again. Agent 1 can now talk to the original caller.
  5. After talking to the original caller for the second time, Agent 1 places the original caller on transfer hold again by pressing the Transfer button again. This is the second time Agent 1 has pressed the Transfer button. This causes a third, as yet unused, call appearance to become active. (Dial tone is heard on this call appearance, but this call appearance is not used for anything. Agent 1 goes to the next step and ignores the dial tone).
  6. Agent 1 makes the call to Agent 2, which is currently on regular hold, the active call by pressing the call appearance for this call. At this point Agent 1 and Agent 2 are connected again and Agent 1 can inform Agent 2 that the transfer is about to be completed.
  7. Agent 1 completes the transfer by pressing the Transfer button again. This is the third time Agent 1 has pressed the Transfer button.

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