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Horizon Contact Admin Help
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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
  • Calls Management
  • Queues
  • Configuring callbacks for a queue
View Categories

Configuring callbacks for a queue

Callbacks enabled callers to request to be called back rather than being required to wait in a queue. Callers will only have the option to select a callback if the service has been enabled.

Note: To create a call queue you need to configure Callback re-tries, Callback retry interval (minutes), Callback Audio to Caller and the DTMF Key.

How does a callback work? #

The caller will request a callback and then hang up. Their call will stay in the queue and the request will be added to a pending call list. When the call reaches the front of the queue the caller is called back. Once the agent has been connected to the call they may hear an optional announcement whilst the original caller is called. The agent and original caller are then connected.

Company administrators can also define calls slots, with a fixed number of time slots that are allowed in each period. If call slots are enabled, callers who request to be called back are then presented with a list of possible time slots when they could be contacted, from which they can then select a convenient time.

If required, company administrators can also specify a blacklist of numbers that, if callback requests are submitted, are excluded from being called back.

Note: To learn more about callbacks and how they are handled please view What are callbacks?

Configure callbacks #

Announcements can be specified to be played to the connected agent while the original caller is redialled. The audio file or playbook must have already been added to the system before configuring the callback.

  1. In the menu bar click Call Handling > Queues to see a list of Queues
  2. Select (or add) the appropriate call queue
  3. Click the Callbacks tab
  4. To apply a blacklist to callbacks, select the specific blacklist from the Callback Number Blacklist dropdown list
  5. To specify an announcement to be played to the connected agent while the original caller is redialled, select the audio file or playbook from the Audio For The Agent On Callback Redial dropdown list
  6. To specify an announcement to be played to the original caller when they are called back, select the audio file from the Audio For The Caller On Callback Redial dropdown list
  7. To specify the total number of times that a callback will be retried after the initial callback fails, select a number from the Callback Retries dropdown list
    • If this parameter is set, you must also set the Callback Retry Interval parameter.
  8. To specify the number of minutes to wait before a callback is retried, select a number from the Callback Retry Interval dropdown list
    • If this parameter is set, you must also set the Callback Retries parameter.
  9. Next, you will need to enable callbacks (see instructions below)
Note: A callback will be offered (or not depending on the specified criteria) only at the point that a call joins a queue. Whether a callback is available to a caller or not will not change as the call progresses through the queue.

Announcements and audio: #

Announcements and audio can be specified to be played to different parties during the callback joruney. The audio file or playbook must have already been added to the system before configuring the callback.

  • To hear the audio file or playbook that you have selected before saving your settings, click the play button
  • To add an audio file or playbook, click the add button

Enable callbacks #

When callbacks are enabled callbacks will happen when none of the agents for the queue are available to handle calls. You can also set parameters that specify more precisely when callbacks start happening. This is controlled by the ‘Only when queue position is greater than’ and ‘Only when queue tome is greater than’ parameters.

  1. In the menu bar click Call Handling > Queues to see a list of Queues
  2. Select (or add) the appropriate call queue
  3. Click the Callbacks tab
  4. Tick the Allow Callbacks checkbox
  5. To specify that a callback is offered to a caller only when the caller’s position in the queue is greater than a specific number:
    • Tick the ‘Only when queue position is greater than’ checkbox
    • Select the position from the dropdown list
  6. To specify that a callback is offered to a caller only when the queue’s estimated wait time exceeds a specified number of seconds:
    • Tick the ‘Only when queue time is greater than’ checkbox
    • Select the number of seconds from the dropdown list
  7. To specify that the system audio is played before the Callback Audio To Caller, tick the Play System Audio checkbox
    • By default, the system audio is played first
  8. Select the mandatory callback option message to play to the caller from the Callback Audio To Caller dropdown list
    • This announcement should specify the DTMF key that the caller must enter to remain in the queue while waiting to be called back. For example: “Press 3 to be called back.”
  9. Select the message to play to the caller when they have successfully scheduled a callback from the Audio After Callback Configured dropdown list
    • This announcement might, for example, confirm the callback time and thank the caller
  10. Specify the mandatory DTMF key that the caller must enter to request a callback:
    • Select a key from the DTMF Key dropdown list
    • Enter a key in the range 1 to 9, or # or *
Note: A queue’s estimated wait time is the time that the last successfully answered call spent in the queue. This has nothing to do with the availability of agents.

Only when queue time is greater than… parameter #

If this parameter is set to 60 seconds then the following might happen:

Scenario 1:

  • Caller 1 dialled the number and joined the queue.
  • Caller 1 waited in the queue for 50 seconds before being connected to an agent.
  • The next caller dials the number and joins the same queue. They are not asked if they want a callback as the last caller’s waiting time in the queue was less than 60 seconds.

Scenario 2:

  • Caller 1 dialled the number and joined the queue.
  • Caller 1 waited in the queue for 70 seconds before being connected to an agent.
  • The next caller dials the number and joins the same queue. They are offered a callback as the last caller’s waiting time in the queue was more than 60 seconds.
Note: This setting is useful in that it prevents more calls from sitting in the queue and allows a company’s agents to handle their current demand, and reduce the queue and waiting time before they move onto handling callbacks.

Definitions #

  • Callback Number Blacklist: A blacklist of numbers to exclude from callbacks.
  • Audio For The Agent On Callback Redial: The announcement that is played to the connected agent while the original caller is redialled. This can be either an audio file or a playbook.
  • Audio For The Caller On Callback Redial: The announcement that is played to the original caller when they are called back. This can be either an audio file or a playbook.
  • Callback Retries: The total number of times that a callback will be retried after the initial callback fails.
  • Callback Retry Interval: The number of minutes to wait before a callback is retried.
  • Allow Callbacks: Whether or not callbacks are permitted.
  • Only when queue position is greater than: Whether or not a callback is offered to a caller only when the caller’s initial position in the queue is greater than a specific number.
  • Only when queue time is greater than: Whether or not a callback is offered to a caller only when the queue’s estimated wait time exceeds a specified number of seconds. A queue’s estimated wait time is the time that the last successfully answered call spent in the queue. This has nothing to do with the availability of agents.
  • Play System Audio: Whether or not the system audio is played before the Callback Audio To Caller (below). By default, the system audio is played first.
  • Callback Audio To Caller: The callback option message that is played to the caller. This can be either an audio file or a playbook.
  • Audio After Callback Configured: The announcement that is played to a caller when they have scheduled a callback successfully. This announcement might, for example, confirm the callback time and thank the caller. This can be either an audio file or a playbook.
  • DTMF Key: The DTMF key that the caller must enter to request a callback.
How did you find this training?
Configuring advanced settings for a call queueConfiguring callback slots for a queue
Table of Contents
  • How does a callback work?
  • Configure callbacks
    • Announcements and audio:
  • Enable callbacks
    • Only when queue time is greater than... parameter
  • Definitions

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