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Quick Configuration for Phone Incoming Calls

Last updated: 2024-11-11 14:29:46

    Prerequisite

    This article will guide you through a few simple steps to receive a call.
    1. Create Cloud Contact Center application
    Google Chrome is recommended for a better experience.

    Step 1: Agent Workstation Sign In

    Step 2: Skill Group Set Up

    Management Panel > Telephone Agent > Skill Group Management
    
    
    
    Click Edit to manage agent account
    
    
    

    Step 3: Create your Inbound IVR

    Interactive Voice Response(IVR) is to create your voice flow for you end users. Management Panel > Telephone Agent > IVR Management.
    
    
    
    Click Create Button > Branch Navigation This template allows you to swiftly establish a workflow, while you can customize it to suit your business needs.
    
    
    
    End your flow with Transfer Agent Node, assign a Skill Group in Node Setting.
    Note: If returns error message, please check 1. Transfer Agent Node is filled with Skill Group info, 2. Link all nodes with lines, 3. IVR name is unique
    
    
    

    Step 4: Assign a Phone Number to IVR

    Telephone Agent > Number Management, click Edit to manage number detail.
    
    
    
    Inbound Settings > choose an IVR, click save. Effective in 1 minute.
    
    
    

    Step 5: Mic Authorization Check

    Check your browser if microphone is turned on
    
    
    

    Step 6: Ready to receive calls

    Note:
    Please ensure IVR - Transfer Agent setting is made, at least one agent in the skill group is online. Call will be directed to available agents.
    Dial the configured number. After hearing the voice broadcast, you can input corresponding keys and choose to route the call to the current agent. Click the Answer button to start the call.
    
    
    
    Note:
    If agents have not received call notification, go Management Panel > Service Records > View Details to check.

    Advanced Features During a Call

    Advanced features like
    For more features, please refer to Call feature overview.
    
    
    

    Multi-device Support

    SIP Phone Answering: connect your sip phone on Cloud

    Routing and ACD Strategy

    If there are excessive incoming calls at the same time, our routing and allocation strategies can help you make your human resources limitless.
    
    
    

    Introduction to Features After Call Ends

    Viewing Service Records: CDR records are stored for free for 3 months by default. You can either pull the records to local storage using API or use the push feature to download them.
    Recording Storage and Access: dual-track call recordings stored for free for 3 months. Enterprises can transfer these recordings to Tencent Cloud COS for storage, or they can pull the recordings to local storage using the interface or download them using the push feature.
    Customer Service Evaluation: allows users to provide feedback after a call ends or even during the call. System automatically plays prompt, users can interact by pressing keys.
    
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