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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
  • Calls Management
  • Number Lists
  • Managing number lists
View Categories

Managing number lists

Administrators at all system login levels can set up lists of numbers to be used by Contact. Each number list is global (can be shared across all call flows that a company uses). They can edit existing lists, copy a number list and delete number lists from the system.

Administrators can also set up blacklists. A blacklist is a list of numbers and/or prefixes to exclude which might be used, for example, for callbacks.

Add a number list #

  1. In the menu bar click Call Handling > Number Lists to see a list of available number lists
  2. Click Add
  3. Enter a mandatory name (up to 100 characters) of the global variable
    • The name must be unique within your organisation.
  4. Enter a brief description (up to 250 characters) if required
  5. Select an option from the Number List Type dropdown
    • Normal Number List – the default value
    • Callback Number Blacklist – a list of numbers that are excluded from callbacks
  6. Click Add
  7. The number list will be created

Add numbers to a number list #

The number can be either an origination number or a destination number. International numbers must be prefixed with a + symbol and a country code, for example, +4933607.

  1. Under Number List Entries click Add
  2. Enter a phone number
  3. Click Add
  4. Repeat until all required numbers are added
Note: It’s also possible to import numbers which is useful if there are a lot of numbers to add to the list. View Importing Number Lists for further information.

Edit a number list #

  1. In the menu bar click Call Handling > Number Lists to see a list of available number lists
  2. Select the relevant number list
  3. Reconfigure the name and/or description as appropriate
  4. Update the numbers as required
    • To delete a number from the list, select the number then click Delete
  5. Click Save Changes
  6. The number list will be updated

Copy a number list #

Copying a number list allows administrators to add a number list that is very similar to an existing one and make slight changes to it.

  1. In the menu bar click Call Handling > Number Lists to see a list of available number lists
  2. Select the relevant number list
  3. Click Copy
  4. Enter the name of the copy (up to 100 characters)
  5. Click OK
  6. The number list will be copied

Delete a number list #

You can only delete number lists you own and are not in use.

  1. In the menu bar click Call Handling > Number Lists to see a list of available number lists
  2. Select the relevant number list
  3. Click Delete
  4. Click Yes to confirm
  5. The number list will be deleted

Definitions #

  • Name: The name of the number list.
  • Description: A brief description of the number list.
  • Number List Type: The type of number list. One of:
    • Normal Number List – the default value
    • Callback Number Blacklist – a list of numbers that are excluded from callbacks.
  • Number List Entries: The origination numbers and/or destination numbers included in the number list. International numbers are prefixed with a + symbol and a country code.
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Table of Contents
  • Add a number list
    • Add numbers to a number list
  • Edit a number list
  • Copy a number list
  • Delete a number list
  • Definitions

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