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Administrator Knowledge Base
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Administrator Knowledge Base

Administrator Portal and Setup

  • Quick Setup Guide
  • Setup Guides and Templates
  • Privileges summary
  • Horizon Contact AWS migration guide
  • 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
  • Contact Recording Guides
    • How call recording works
    • Introduction to Agent and Queue Call Recording
    • Introduction to Webchat Recording
    • Call recording scenarios

Staff Management

  • Status data report
  • Users
    • Resetting user passwords
    • Modifying an existing user account
    • Viewing agent contact details
    • Setting the IVR PIN
    • Configuring recording for a user
    • 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
    • Recording External Destination Calls

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
    • Caller interaction node types
    • Branching node types
    • Queue node types
    • Email node types
    • Company configuration node types
    • HTTP node types
    • External destination node types
    • Call delivery and routing node types
    • Outdial 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

  • 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
  • Safe-Pay data reports

Agent Assets Management

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

Data Management

  • Reports
    • Introduction to Reports
    • Data Reports
      • Create and Export a Data Report
      • Edit Data Reports
      • Auto-generate Data Reports
      • Data Reports – Data Source and Aggregation options
      • Data Report Types
        • Call Data Reports
          • Service Number Report
          • Queue Report
          • Agent Report
          • IVR Report
          • Call Classifications Report
          • Call Transfers Report
          • Queue Transfers Report
          • Voicemail Report
          • Callers Report
          • Call Flow Report
          • Calls Report
          • External Destination Report
          • Scheduled Calls Report
          • Unreturned Missed Calls Report
          • Dropped Calls Report
          • Generate a Queue Abandoned Calls Report
          • Generate a Queue Service Level Report
          • Call Trace Reports
        • Status Data Reports
          • Working Hours Report
          • Break Reasons Report
        • Diagnostic Reports
          • Activity Audit Report
          • Status Change Report
        • Email Data Reports
          • Email Agent Report
          • Email Queue Report
          • Email Flow Report
          • Email Classifications Report
          • Inbound Emails Report
          • Outbound Email Agent Report
          • Outbound Email Template Report
          • Outbound Email Recipient Report
        • Webchat Data Reports
          • Webchat Queue Report
          • Webchat Flow Report
          • Webchat Agent Report
        • Outbound SMS Data Reports
          • Recipient Report
          • Outbound SMS Agent Report
          • Outbound SMS Template Report
        • Safe-Pay Data Reports
          • Contact Safe-Pay Payments Report
          • Contact Safe-Pay Agent Report
    • Contact Reports
      • Create and Export Contact Reports
      • Edit Contact Reports
      • Auto-generate Contact Reports
      • Contact Report Types
        • Survey data
        • Agent scripts data
  • 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
  • Bulk Deletion of CRM Records
  • 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
    • Introduction to Salesforce integration
    • Salesforce Integration procedure
  • CareConnect 2.0 Integration
    • Introducing CareConnect 2.0
    • Download CareConnect 2.0
  • Zendesk Integration
    • Zendesk Integration procedure
    • Using Contact with Zendesk
  • CareConnect Integration
    • Contact CareConnect Integration procedure
    • Using CareConnect
  • ConConnect Integration
    • Introduction to ConConnect
    • ConConnect Integration procedure
    • Configuring ConConnect
  • Microsoft Dynamics Integration
    • Introduction to Microsoft Dynamics Integration
    • Microsoft Dynamics integration procedure

System Management

  • Displaying the online help
  • Run Contact via Microsoft Edge
  • SFTP Destinations
    • Configuring an SFTP destination
  • Reporting destinations
    • Add Reporting Destinations
    • Managing Reporting Destinations
  • Themes
    • Managing system themes
  • Media Files
    • Managing media files
  • Agent Configuration
    • Configuring agents’ unavailability
    • Configuring what agents can view on their web portal
  • Email Editor Options
    • Configuring email editor options
  • Assets Configuration
    • Configuring system assets
  • Channel Configuration
    • Channel blending
    • Configuring system channels
    • Changing the blending formula of channels
    • Changing the importance weighting of a channel queue
    • Changing Agent Capacities
  • Organisation Configuration
    • Configuring ODS codes for automated NHSE reporting

Troubleshooting

  • How to prevent Contact users from going unavailable when the browser tab sleeps
  • Capturing intermittent faults using Bug Tracking
  • WebRTC Diagnostics Overview
  • Understanding WebRTC diagnostic tests
  • Home
  • Docs
  • Flow Management
  • Standard Node Types
  • External destination node types
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External destination node types

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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