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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
  • Flow Management
  • Standard Node Types
  • External destination node types
View Categories

External destination node types

Create External Number
This node type prepends a prefix number to a substring of the service number that has been called to create an external number.

This node type prepends a prefix number to a substring of the service number that has been called to create an external number.

The resulting external number can then be used by the Route To External Number node. This might be used, for example, to play a message or forward calls to a different number if the call centre is offline for some reason, after a company administrator has phoned the system to toggle the variable.

The service number substring is defined either by a prefix match variable (Service Number Prefix Match) or a service number offset length (Service Number Digits). If both parameters are configured, the Service Number Digits parameter is used and the Service Number Prefix Match parameter is disregarded. If neither parameter is configured, the Route To External Number node exits along the Failed branch and the actual service number that was called is returned.

Note: If required, the parameters for this node type can be set to User-configurable so that they can accept values specified by a company administrator. For more information, see Adding user-configurable values.

The following parameters can be set:

ParameterHow many?TypeDescription
Prefix Number1StringThe prefix number to prepend.

This parameter can be set to User-configurable.

Note: You do not need to prepend the prefix number with a “+”, as the Route To External Number node normalises the number.
Service Number Prefix Match0 or 1StringThe service number substring to which the prefix is appended.

Note: The external destination number that is created consists of the provided prefix (from the Prefix Number parameter) followed by the unmatched part of the service number (that is, the provided prefix replaces the matched prefix). If the Service Number Prefix Match does not match any of the service number digits, the whole service number is appended to the provided prefix.

This parameter can be set to User-configurable.
Service Number Digits0 or 1IntegerThe service number offset length (how many digits from the right to the left of the called service number will be appended to the initial prefix number).

This parameter can be set to User-configurable.
Result Number1StringThe string variable to receive the result.

This parameter can be set to User-configurable.

The following branches can be taken:

BranchHow many?Description
Success1The branch to take if the external number is created successfully.
Failed1The branch to take if a failure occurs.

Note: If neither the Service Number Prefix Match parameter nor the Service Number Digits parameter has been configured, the Route To External Number node exits along the Failed branch and the actual service number that was called is returned.

Route To External Destination
This node type routes calls to a virtual agent (external Contact), for example, if queues overflow or if out-of-hours routing is required to provide 24/7 customer service.

This node type routes calls to a virtual agent (external Contact), for example, if queues overflow or if out-of-hours routing is required to provide 24/7 customer service.

Note: If required, the parameters for this node type can be set to User-configurable so that they can accept values specified by a company administrator. For more information, see Adding user-configurable values.

The following parameters can be set:

ParameterHow many?TypeDescription
External Destination1ExternalDestinationThe name of the external destination.

This parameter can be set to User-configurable.
Ringing Audio1AudioFileThe audio file to play when a call is made to an external destination. If this is not specified, a default ringtone is played.

This parameter can be set to User-configurable.
Ring on Outdial Started0 or 1BooleanWhether or not the default ringtone or audio (if provided) is played as soon as the outdial starts rather than when the call alert event occurs.

This parameter can be set to User-configurable.

The following branches can be taken:

BranchHow many?Description
Limit Reached1The branch to take if the maximum number of simultaneous calls permitted in total to the external destination (calls answered + calls in process of being connected to agent) is reached.
Busy0 or 1The branch to take if the external destination is busy (and therefore has been taken out of the pool of available external destinations).
Timeout0 or 1The branch to take if the maximum waiting time to answer (the maximum number of seconds that the external destination’s phone will ring for) is reached.
Failure0 or 1The branch to take if the call to the external destination failed for another reason, such as a network failure.

Route To External Number
This node type routes calls to an external number, such as an external voicemail platform, an IVR, a network announcement or a customer satisfaction survey, outside of the queueing behaviour. This might be used, for example, to route a call to an external platform for a satisfaction survey after the call with the agent has completed.

This node type routes calls to an external number, such as an external voicemail platform, an IVR, a network announcement or a customer satisfaction survey, outside of the queueing behaviour. This might be used, for example, to route a call to an external platform for a satisfaction survey after the call with the agent has completed.

Note: If required, the parameters for this node type can be set to User-configurable so that they can accept values specified by a company administrator. For more information, see Adding user-configurable values.

The following parameters can be set:

ParameterHow many?TypeDescription
Number1StringThe number of the external destination.

This parameter can be set to User-configurable.
OptionsOptional parameters for the external number.
Timeout0 or 1IntegerThe maximum number of seconds that the external number’s phone will ring for (the maximum waiting time to answer).

This parameter can be set to User-configurable.
Ringing Audio0 or 1AudioFileThe audio file to play when a call is made to an external number. If this is not specified, a default ringtone is played.

This parameter can be set to User-configurable.
Ring on Outdial Started0 or 1BooleanWhether or not the default ringtone or audio (if provided) is played as soon as the outdial starts rather than when the call alert event occurs.

This parameter can be set to User-configurable.

The following branches can be taken:

BranchHow many?Description
Busy0 or 1The branch to take if the external number is busy (and therefore has been taken out of the pool of available external numbers).
Timeout0 or 1The branch to take if the maximum waiting time to answer (the maximum number of seconds that the external number’s phone will ring for) is reached.
Failure0 or 1The branch to take if the call to the external number failed for another reason, such as a network failure.
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