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Horizon Contact Admin Help
Release Notes
Horizon Contact Admin Help

Administrator Portal and Setup

  • Quick Setup Guide
  • Setup Guides and Templates
  • Privileges summary
  • Administrator Portal Overview
  • Full Setup Guide
    • Setup 1: Setting up agents
    • Setup 2: Preparing assets
    • Setup 3: Assigning user groups
    • Setup 4: Creating queues
    • Setup 5: Multiple groups
    • Setup 6: Queue Numbers
    • Setup 7: Adding audio files
    • Setup 8: Customising queue recordings
    • Setup 9: Customising agent recordings
    • Setup 10: Queue KPIs
    • Setup 11: Advanced setup
    • Setup 12: Queue Announcements
    • Setup 13: Callback setup
    • Setup 14: Customising time ranges
  • Administrator Information
    • What I can see on my screen after I log in
    • Change password
    • Change Language
    • Searching a list
    • Searching a dropdown list of items

Staff Management

  • Status data report
  • Users
    • Call Recording
    • Resetting user passwords
    • Modifying an existing user account
    • Configuring recording for a user account
    • Chat recording
    • Viewing agent contact details
    • Setting the IVR PIN
    • Viewing agent capability
  • Groups
    • User groups
    • Creating and adding a user group
    • Editing or deleting a user group
    • Copying a user group
  • Roles
    • Roles, privileges and profiles
    • Best practice when creating different versions of a role
    • Managing roles
    • Assigning and Customising Roles and Privileges
  • Break Reasons
    • Managing break reasons
    • Break reasons overview
  • Holiday Lists
    • Create a holiday list
    • Manage Holiday Lists
  • Time Ranges
    • Managing time ranges
    • Creating and adding a time range
    • Defining rules for a relative time range
    • Defining rules for an absolute time range
    • Editing or deleting a time range
    • Copying a time range
  • External Destinations
    • Managing external destinations
    • External destinations

Calls Management

  • Simultaneous ringing overview
  • Scheduling a call
  • Direct calls overview
  • Call data reports
  • Call Flows
    • Call routing flows
    • Modify user-configurable parameters for call flows
    • Call Flow Tutorial
    • Setting up an auto attendant for BC/DR Treatments
    • Call Flow Templates
      • Call Flow Tips and Tricks
      • Call Flow Templates
      • Call Flow Template 1
      • Call Flow Template 2
      • Call Flow Template 3
      • Call Flow Template 4
  • Service Numbers
    • Managing service numbers
    • Update a service numbers call flow or user-configurable parameters
    • Update an existing service number
  • Campaigns
    • Viewing campaign progress
    • Importing lists of campaign numbers
    • Create an outbound campaign
    • Managing outbound campaigns
    • Managing campaign numbers
    • How do campaigns work?
  • Queues
    • Call queue introduction
    • Create a call queue
    • Managing call queues
    • Assigning agent groups to a call queue
    • Configuring agent outbound dialling
    • Configuring wrapup settings
    • Adding queue audio
    • Managing in-queue audio
    • Defining when in-queue announcements are played
    • Configuring opt in/out options for caller recording
    • Customising agent call recording buttons
    • Configuring call recording for queues
    • Defining call-queue KPIs
    • Configuring advanced settings for a call queue
    • Configuring callbacks for a queue
    • Configuring callback slots for a queue
  • Playbooks
    • Managing play books
  • Audio Files
    • Managing audio files
    • System audio files
    • Adding audio announcements
    • Text-to-speech overview
    • Uploading Audio Files
    • Generate text-to-speech audio
  • Area Codes
    • Create an area-code group
    • Managing an area-code group
    • Importing and exporting area-code numbers
  • Number Lists
    • Managing number lists
    • Importing number lists
  • Global Variables
    • Managing global variables
  • Surveys
    • Managing after-call surveys
    • How after-call surveys are handled
    • Configuring survey parameters
  • Call Slots
    • Managing call slots
    • Callback slot announcements
    • What are call slots?
    • What are callbacks?

Flow Management

  • Introduction to Routing Flows and the Flow Editor
  • Benefits of Routing flows
  • Managing Routing Flows
    • Introduction to Node types
    • Node Parameter Values
    • Create and publish a new routing flow
    • Making nodes available from the Node Type library
    • Configuring nodes in a routing flow
    • Configuring variables in a routing flow
    • Adding user-configurable values
    • User-configurable parameter options
    • Additional flow editor functionality
    • Managing existing routing flows
    • Importing or Exporting a routing flow
    • Routing Flow Templates
  • Standard Node Types
    • Call delivery and routing node types
    • Caller interaction node types
    • Branching node types
    • Outdial node types
    • Queue node types
    • Email node types
    • Work-item node types
    • Company configuration node types
    • External destination node types
    • HTTP node types
    • Integrated PBX node types
    • Webchat node types
    • Miscellaneous node types

Webchat Management

  • Webchat overview
  • How the web-client interface works
  • Managing Webchat services
  • Webchat data reports
  • Classifying a webchat
  • Webchat Queues
    • Configuring advanced settings for a chat queue
    • Creating and managing a webchat queue
    • Defining chat-queue KPIs
    • Defining when in-queue announcements are displayed
    • Webchat queues overview
    • Assigning agent assets to a webchat queue
  • Webchat Flows
    • Managing Webchat flows
    • Modify user-configurable parameters for Webchat flows
    • Webchat flow templates
      • Chat flow templates
      • Chat Flow Template 1
      • Chat Flow Template 2
      • Chat Flow Template 3
      • Chat Flow Template 4

Email Management

  • Email overview
  • Email data reports
  • Supporting a shared email address
  • Settings required for adhoc outbound email
  • Classifying an email
  • Email Servers
    • Email Server recommended settings
    • Email Server Setup Guide
    • Viewing the default system email server
    • Viewing the email servers’ status
    • How email servers and authentication work
    • Managing email servers
    • Email Server Setup Guide
      • Email 1: Setting up users for email
      • Email 2: Setting up groups for email
      • Email 3: Creating text blocks for email
      • Email 4: Preparing assets for email
      • Email 5: Creating email classifications
      • Email 6: Creating email queues
      • Email 8: Email server settings
      • Email 7: Email Flow Templates
  • Email Flows
    • Managing email flows
    • Modify user-configurable parameters for email flows
    • Email Flow Templates
      • Email Flow Template 1
      • Email Flow Template 2
      • Email Flow Template 3
  • Email Queues
    • Email queues overview
    • Creating and managing an email queue
    • Defining email-queue KPIs
    • Configuring advanced settings for an email queue
    • Assigning agent assets to an email queue

SMS Management

  • SMS overview
  • Configuring SMS Templates
  • Configuring SMS From Addresses
  • Create an SMS queue
  • Configuring automated SMS
  • Managing SMS queues
  • Outbound SMS data reports

Safe-Pay Management

  • Safe-Pay data reports
  • The cardholder’s view
  • How Safe-Pay works
  • Merchant Configuration
  • Configure Payment Queues
  • PSP Configuration
  • PSP – Link Delivery
  • Editing or deleting a payment queue
  • Configuring Safe-Pay
  • PSP – Additional Parameters
  • PSP – Advanced Limits
  • PSP – Digital Wallets for Stripe PSP Configuration

Agent Assets Management

  • Agent scripts overview
  • Configuring agent scripts
  • Configuring agent script sections
  • Configuring text blocks
  • Managing text blocks
  • Managing attachments

Data Management

  • Reports Management
    • Reports overview
    • Loading or creating a report
    • Scheduling report generation
    • Generating and exporting a contact report
    • Managing contact reports
    • Scheduling contact report generation
    • Agent scripts data
    • Offline Reporting
      • Managing offline reporting destinations
      • The offline reporting datastore
      • Offline reporting events
      • Agent call event fields
      • Agent status event fields
      • Call queue event fields
      • Contact call event fields
      • Missed call event fields
  • Report Types
    • Call data reports
      • Callers report
      • Call flow report
      • Calls report
      • Call transfers report
      • External destination report
      • IVR report
      • Queue transfers report
      • Scheduled calls report
      • Service-number report
      • Call Classifications report
      • Voicemail report
      • Unreturned missed calls report
      • Queues – Abandoned Calls Report
      • Queues – Service Level Report
      • Call trace reports
      • Dropped calls report
      • Queue report
      • Agent report
    • Status data reports
      • Break reasons report
      • Working hours report
    • Diagnostic reports
      • Activity audit report statistics
      • Status change report
    • Email data reports
      • Email agent report
      • Email flow report
      • Email queue report
      • Email classifications report
      • Inbound emails report
      • Outbound email agent report
      • Outbound email recipient report
      • Outbound email template report
    • Webchat data reports
      • Webchat agent report
      • Webchat flow report
      • Webchat queue report
    • Outbound SMS data reports
      • Outbound SMS agent report
      • Outbound-SMS recipient report
      • Outbound SMS template report
    • Safe-Pay data reports
      • Safe-Pay agent report
      • Safe-Pay payments report
  • Wallboards
    • Managing wallboards
    • Customising a wallboard
    • Wallboards overview
    • Filtering the Agents Overview widget
    • Filtering wallboard widgets
    • Filtering the call queues for Company Summary widgets
  • Classifications
    • Managing classifications
    • Classifications Overview

Customer-related tasks

  • CRM overview
  • Creating a new contact record
  • View a customer’s contact record
  • Modifying a customer’s details
  • Deleting webchat conversations from customer contact records
  • Importing customer details
  • Exporting customer details
  • Configuring custom fields and tags
  • Assigning tags to a customer record
  • Managing columns

CRM Integration

  • Contact CRM Integration Developer Guide
  • Salesforce Integration
    • Salesforce Integration overview
    • Salesforce Integration procedure
  • Zendesk Integration
    • Zendesk Integration Overview
    • Installing Contact in Zendesk
    • Contact Zendesk Integration
    • Using Contact with Zendesk
  • Care Connect Integration
    • Using Care Connect
    • Contact Care Connect
  • ConConnect Integration
    • Introduction to ConConnect
    • Configuring ConConnect
    • Install ConConnect
  • Microsoft Dynamics Integration
    • Microsoft Dynamics Integration overview
    • Microsoft Dynamics Integration procedure

System Management

  • Configuring system assets
  • Managing system themes
  • Managing media files
  • Displaying the online help
  • Microsoft Edge Integration
  • Configuring ODS codes for automated NHSE reporting
  • Configuring agents’ unavailability
  • Configuring what agents can view on their web portal
  • Configuring email editor options
  • Channel blending
  • Configuring system channels
  • Changing the blending formula of channels
  • Changing the importance weighting of a channel queue
  • Changing Agent Capacities
  • Configuring an SFTP destination
  • Managing reporting destinations
  • Diagnostics data reports
  • Home
  • Docs
  • Staff Management
  • External Destinations
  • Managing external destinations
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Managing external destinations


Company administrators can set up specific external call routing for situations such as queue overflow or after regular business hours. If an external destination is assigned to an agent group, it takes precedence over the next highest-priority group.

Additionally, administrators can modify, delete, or duplicate existing external destinations. Duplicating is helpful when creating a similar destination with slight adjustments. To perform these actions, administrators need the External Destinations:Modify privilege.

Add a new external destination #

  1. Click Staff > External Destinations on the menu bar.
    A list of the external destinations that have already been defined is displayed.
  2. Click Add.
    The New External Destination page is displayed.
  3. (Mandatory.) Enter the name of the external destination (up to 100 characters). Any unicode characters are allowed, including whitespace and accented letters. The name must be unique within your company.
  4. Enter a brief description of the external destination (up to 250 characters). Any unicode characters are allowed, including whitespace and accented letters.
  5. To use the external destination for call routing, tick the Enabled check box.
  6. (Mandatory.) Specify how the phone number of the external destination must be entered by selecting one of the following options:
    • The full PSTN service number
    • The prefix number followed by the last N digits of the service number
    • The prefix number followed by an unmatched part of the service number.
      Note: International numbers must be prefixed with a + symbol and a country code, for example, +493360777.
  7. To limit simultaneous calls to the external destination, click the Limit Simultaneous Calls check box and then specify the maximum number of simultaneous calls permitted in total to the external destination (calls answered + calls in process of being connected to agent). If the total maximum exceeds this number, overflow calls may be routed immediately to an additional group of agents (the next-highest priority group), if specified.
  8. For Outdial Timeout, specify the maximum number of seconds that the external destination’s phone will ring for. If the external destination does not pick up the call within this time period, the No Pickup Backoff Time begins. The call to the external destination will be cancelled and the caller will be put back on the head of the queue.
  9. For Busy Backoff Time, specify the number of seconds for which the external destination will not receive any calls, because the number is busy (for example, the agent is on a call that is out of the control of Contact). During this time period, the external destination is taken out of the pool of available external destinations. When it elapses, the external destination receives calls again.
  10. For Call Failed Backoff Time, specify the number of seconds for which the external destination will not receive any calls, because the call to the external destination failed for another reason, such as a network failure. During this time period, the external destination is taken out of the pool of available external destinations. When it elapses, the external destination receives calls again.
  11. For No Pickup Backoff Time, specify the number of seconds for which the external destination will not receive any calls, because a queued call was not picked up within the Outdial Timeout.
  12. Click Add.

Delete, copy or edit an external destination #

  1. To delete an external destination, select the name of the external destination in the list and click Delete, then confirm that you want to delete the external destination.
  2. To create an exact copy of an external destination:
    • Select the appropriate external destination in the list.
    • Click Copy.
    • Enter the name of the copy (up to 100 characters) then click OK.
  3. To edit parameters for an external destination, select the appropriate external destination name in the list, reconfigure the parameters as appropriate, then click Save Changes.

Definitions #

  • Name: The name of the external destination.
  • Description: A brief description of the external destination.
  • Enabled: Whether or not the external destination is used for call routing.
  • Provide full number: The full PSTN service number must be entered.
    • PSTN Number – The full PSTN number of the external destination. International numbers are prefixed with a + symbol and a country code.
  • Prefix followed by last N digits of service number: The prefix plus at least a specified number of digits from the end of the service number must be entered.
    • Prefix – The prefix number of the external destination. International numbers are prefixed with a + symbol and a country code.
    • Number of digits from service number – The minimum number of digits from the end of the service number that must be entered.
  • Prefix followed by unmatched part of service number: If the service number prefix that is entered is matched, it is replaced with the specified Prefix value, with the rest of the digits staying the same.
    • Prefix – The replacement prefix. International numbers are prefixed with a + symbol and a country code.
    • Service number prefix to match – The service number prefix to match. International numbers are prefixed with a + symbol and a country code.
  • Limit Simultaneous Calls: Whether or not simultaneous calls to the external destination are limited.
  • Maximum Simultaneous Calls: The maximum number of simultaneous calls permitted in total to the external destination (calls answered + calls in process of being connected to agent). If the total maximum exceeds this number, overflow calls may be routed immediately to an additional group of agents (the next-highest priority group), if specified.
  • Outdial Timeout: The maximum number of seconds that the external destination’s phone will ring for. If the external destination does not pick up the call within this time period, the No Pickup Backoff Time begins. The call to the external destination will be cancelled and the caller will be put back on the head of the queue.
  • Busy Backoff Time: The number of seconds for which the external destination will not receive any calls, because the number is busy. During this time period, the selected external destination is taken out of the pool of available external destinations. When it elapses, the external destination receives calls again.
  • Call Failed Backoff Time: The number of seconds for which the selected external destination will not receive any calls, because the call to the external destination failed for another reason, such as a network failure. During this time period, the selected external destination is taken out of the pool of available external destinations. When it elapses, the external destination receives calls again.
  • No Pickup Backoff Time: The number of seconds for which the selected external destination will not receive any calls, because a queued call was not picked up within the Outdial Timeout.
    • Note: This setting only applies when presenting calls to an external destination from a queue and not when using the Route To External Destination node.

Related concepts
External destinations

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Table of Contents
  • Add a new external destination
  • Delete, copy or edit an external destination
  • Definitions

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