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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
  • Webchat Management
  • Webchat Queues
  • Configuring advanced settings for a chat queue
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Configuring advanced settings for a chat queue

Company administrators can configure several other parameters that determine how chat requests are queued.

Company administrators must have the Chat Configuration: Modify privilege to configure advanced queue parameters.

Configure advanced settings #

  1. Click Chat > Chat Queues on the menu bar and a list of the chat queues that are currently defined is displayed
  2. Select (or add) the appropriate chat queue
  3. Click the Advanced tab
  4. For Maximum Queue Length, specify the maximum number of chats permitted in the queue
  5. To automatically apply a wrapup time to chats, tick the Enable Wrap-Up Time checkbox. If you do not want to apply a wrapup time, leave the checkbox unticked.
  6. For Wrap-up Time, specify the maximum number of seconds that an agent has in which to classify the chat and complete the record of the chat in the Contact’s built-in or external CRM database. The default value is 60 seconds.
    • Note: Agents can either extend their chat wrap-up time by a fixed increment as defined by the administrator (Wrap-up Extension Time) or end the wrap-up phase early via their web interface.
  7. For Wrap-up Extension Time, specify the (maximum) extra number of seconds that an agent has in which to wrap up a chat
    • The default value is 60 seconds.
  8. For Wrap-up Extensions, specify the (maximum) number of times that an agent can extend their chat wrapup.
    • The default value is three times. If this limit is reached, the Extend button on the Agent Portal is disabled
  9. To allow agents who serve this chat queue to view the status of the queue on their Agent Portal, tick the Allow agents to view queue status checkbox.
  10. To continue to hold chat requests in a queue when no agents are available to handle chats for that queue and to allow chat requests to continue joining the queue, tick the Allow chats to wait in queue when no agents are handling it checkbox.
    • If the checkbox is not ticked, chat requests are prevented from waiting in that queue if no agents are available.
  11. For Maximum Total Chats, specify the maximum number of simultaneous chats permitted in total (chats connected to agents + chats in the queue). The default value is 1.
  12. For Maximum Number Of Chats Per Agent, specify the maximum number of chats that can be assigned to each agent simultaneously. The default value is 1.
  13. For Maximum Wait Time, specify the maximum number of seconds that a chat request should be held in the queue.
  14. For Busy Backoff Time, specify the number of seconds for which an agent will not receive any chat requests, because they are busy (for example, they are on a chat that is out of the control of the Contact).
  15. For Chat Failed Backoff Time, specify the number of seconds for which the selected agent will not receive any chat requests, because the chat request to the agent failed for another reason, such as a network failure.
  16. (Mandatory) For Importance Weighting, specify the priority of the webchat queue.
  17. Click Add or Save Changes, as appropriate.

Definitions #

  • Maximum Queue Length: The maximum number of chats permitted in the queue.
  • Enable Wrap-up Time: Whether or not the specified Wrap-up Time is applied automatically.
  • Wrap-up Time: The maximum period (in seconds) that an agent has in which to classify the chat and complete the record in the Contact’s built-in or external CRM database. Agents can extend their chat wrap-up time by a fixed increment defined by the administrator (Wrap-up Extension Time) or end the wrap-up phase early via their web interface.
  • Wrap-up Extension Time: The (maximum) extra number of seconds that an agent has in which to wrap up a chat.
  • Wrap-up Extensions: The (maximum) number of times that an agent can extend their chat wrapup. If this limit is reached, the Extend button on the Agent Portal is disabled.
  • Allow agents to view queue status: Whether or not agents who serve this chat queue can view the status of the chat queue.
  • Allow chats to wait in queue when no agents are handling it: Whether or not existing chat requests will continue to be held in a queue (or new chat requests will be allowed to join the queue) when no agents are available to handle chats for that queue. If the checkbox is not ticked, chat requests are prevented from waiting in that queue if no agents are available.
  • Maximum Total Chats: The maximum number of simultaneous chats permitted in total (chats connected to agents + chats in the queue). The default value is 1.
  • Maximum Number Of Chats Per Agent: The maximum number of chats that can be assigned to each agent simultaneously. The default value is 1.
  • Maximum Wait Time: The maximum number of seconds that a chat request should be held in the queue.
  • Busy Backoff Time: The number of seconds for which the selected agent will not receive any chat requests, because they are busy (for example, they are on a chat that is out of the control of the Contact). During this time period, the selected agent is taken out of the pool of available agents. When it elapses, the agent receives chat requests again.
  • Chat Failed Backoff Time: The number of seconds for which the selected agent will not receive any chat requests, because the chat request to the agent failed for another reason, such as a network failure. During this time period, the selected agent is taken out of the pool of available agents. When it elapses, the agent receives chat requests again.
  • Importance Weighting: The priority of the chat queue. The importance weighting assigned to a queue determines the queues that are served first when multi-skilled agents (those who belong to multiple agent groups and therefore may serve multiple queues) become available. Queues of equal importance have the same value.
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Creating and managing a webchat queue
Table of Contents
  • Configure advanced settings
  • Definitions

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