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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
  • Data Management
  • Wallboards
  • Wallboards overview
View Categories

Wallboards overview

Contact logs every agent’s activity from login to logoff, and every call, email, webchat user interaction, DTMF keypress and database interaction, from which it derives a comprehensive set of statistics and reports.

The statistics are available (in near real time) through the web interface and are useful for queue visualisation, KPI monitoring, agent performance monitoring, and data analysis (such as understanding call-resolution reasons and IVR tree optimisation).

Wallboards #

Note: Wallboards are a licensable feature of the system.

The statistics can be displayed as graphs, charts and figures on a customisable company wallboard, which provides a constantly updated snapshot of the events occurring on the system, providing a simple, at-a-glance performance check. A company can have multiple wallboards to allow different statistics to be displayed in different places, for example, statistics for queue 1 are displayed on the screen that is nearest to queue 1’s agents and statistics for queue 2 are displayed on the screen that is nearest to queue 2’s agents.

The different formats in which key performance statistics can be shown are known as widgets. One or more of the following widgets can be used:

  • Bar graph
  • Line graph
  • Number
  • Pie chart
  • Table

The widget type(s) available for each statistic depend on the type of statistic.

Note: For percentage-metric widgets, “banker’s rounding” is used. This algorithm (which is also known as “round half to nearest even”) rounds numbers to the nearest even integer when the fraction part is exactly 0.5. For example, 127.5 rounds up to 128, -55.5 rounds up to -56, 0.5 rounds down to 0. The algorithm minimizes the expected error when summing up the rounded value. For others numbers (such as 54.3, 56.7, etc), the normal rounding algorithm is applied.

Administrators with the Themes: Modify privilege can specify the colours used for wallboard widgets (System > Themes > Colours).

The colours used for widgets for which the statistics are tied to company KPIs can also be defined, so that when configured limits for statistics are reached, the corresponding widget changes colour.

Note: Not all wallboard statistics are tied to KPIs.

Statistics updates are either live or historic. Live statistics are updated in near real time. Historic statistics are updated over a specific period (hours/day/week/month).

Note: In general, statistics updates for a particular item (for example, a call queue or an agent) are sent to the user interface almost immediately after the statistics data in question has changed. However, there is an exception to this. To avoid sending out a large number of updates for frequently-changing statistics items (for example, a very busy call queue), the rate at which updates are sent on a per-item basis is limited. For live data such as the current number of calls in a queue, updates are sent out no more frequently than once every five seconds. For historic data such as the number of calls completed today, updates are sent out no more frequently than once every 30 seconds.

The following statistics can be displayed as widgets:

Statistics for…TypeDetailsKPIUpdates
Company SummaryCompany calls todayTotal calls today for the companyNoneHistoric
Average talktime todayAverage talktime for calls handled by agents today for all call queues across the company (or call queues selected within the company). This includes all call types (inbound, outbound, callbacks, etc).

You can filter on specific call queues within the company (see Filtering the call queues for Company Summary widgets).
NoneHistoric

Inbound calls today
Total inbound calls today for all call queues across the company (or call queues selected within the company). This includes both answered and unanswered calls.

You can filter on specific call queues within the company (see Filtering the call queues for Company Summary widgets).
NoneHistoric
Average call wait time todayAverage wait time for calls received today for all call queues across the company (or call queues selected within the company). The wait time is measured from when each call joined the queue to when each call was connected to the first agent.

You can filter on specific call queues within the company (see Filtering the call queues for Company Summary widgets).
NoneHistoric
Unconnected calls todayTotal unconnected calls today for all call queues across the company (or call queues selected within the company). Unconnected calls are calls that either were not connected to an agent or did not reach another connected endpoint, such as an external contact centre or voicemail.

You can filter on specific call queues within the company (see Filtering the call queues for Company Summary widgets).
NoneHistoric
Answered inbound calls todayTotal inbound calls that were answered today for all call queues across the company (or call queues selected within the company). Answered inbound calls are inbound calls that were connected to an agent.

You can filter on specific call queues within the company (see Filtering the call queues for Company Summary widgets).
NoneHistoric
Current queued callsTotal inbound calls currently queued for all call queues across the company (or call queues selected within the company). Only calls that have not yet been answered are included. Calls that are active with agents are not included.

You can filter on specific call queues within the company (see Filtering the call queues for Company Summary widgets).
NoneLive
Current calls with agentsTotal calls (both inbound and outbound) currently with agents for all call queues across the company (or call queues selected within the company). Only calls that have been answered (active with agents) are included. Queued calls are not included.

You can filter on specific call queues within the company (see Filtering the call queues for Company Summary widgets).
NoneLive
Current longest wait timeThe wait time for the longest waiting inbound call currently queued for all call queues across the company (or call queues selected within the company). The name of the call queue with the current longest wait time for a call is also shown.

You can filter on specific call queues within the company (see Filtering the call queues for Company Summary widgets).
Service Level TargetLive
Service numberAnswered and unanswered calls last two hours/yesterday/last week/this month/last monthTotal inbound callsNoneHistoric
Calls rate last two hours/yesterday/last week/this month/last monthTotal inbound callsNoneHistoric
Average wait today/this weekDisplayed in secondsNoneHistoric
Unreturned calls todayDropped calls (callers who hung up while waiting to be connected) that have not yet been called back. This does not include dropped calls where a call from the same number has been connected since the dropped call or where there has been a successful call to the number since the dropped call. All calls must be on the same day.NoneHistoric
Calls today/this weekGross calls, net calls, net threshold, net average length, queued, connected, availabilityNoneHistoric
Calls times today/this weekNet calls, average call length, average wait time, average talk time, total call lengths, total wait times, total talk timesNoneHistoric
Calls today/this week (by queue)Total calls, connected calls, dropped calls, availabilityNoneHistoric
Call times today/this week (by queue)Connected calls, average talk time, total talk time, maximum talk timeNoneHistoric
Call wait times today/this week (by queue)Total calls, average wait time, total wait time, maximum wait timeNoneHistoric
Dropped calls todayTotal calls dropped before being connected to either an agent or a destinationNoneHistoric
Answered calls today/this weekTotal answered calls, percentage answeredNoneHistoric
Unanswered calls today/this weekTotal unanswered calls, percentage unanswered.NoneHistoric
Call QueueAvailability today/this weekCalls to queue, percentage connectedNoneHistoric
Service level today/this weekCalls connected, percentage met targetService Level Warning ThresholdHistoric
Average wait today/this weekDisplayed in secondsService Level TargetHistoric
Average talk time today/this weekDi splayed in secondsCall Time TargetHistoric
Call times today/this week (by agent)Connected, average call length, maximum length, average talk time, maximum talk time, average ringing timeNoneHistoric
Calls today/this week (by agent)Calls, connected, dropped, missed, availability, average talk time, average ring timeNoneHistoric
Inbound calls todayTotal inbound callsNoneHistoric
Outbound calls todayTotal outbound callsNoneHistoric
Unconnected calls todayTotal number of calls not connected to agent or did not reach another connected endpoint (such as an external contact centre or voicemail)NoneHistoric
CurrentQueued calls

Queue service level

Queue availability

Queue longest wait time

Calls with agents
– Caller Queue Warning Threshold

– Service Level Warning Threshold

– Availability Warning Threshold

– Service Level Target

– None
Live
Email queueEmails handled today/this weekTotal emailsNoneHistoric
Average time spent in queue today/this weekDisplayed in hours, minutes and secondsNoneHistoric
Average time spent with agent today/this weekDisplayed in hours, minutes and secondsNoneHistoric
Service level today/this weekEmails handled, percentage met targetService Level Warning ThresholdHistoric
CurrentQueued emails, emails with agents, queue service level, queue availabilityService Level Warning Threshold

Availability Warning Threshold
Live
Chat queueChats handled today/this weekTotal chatsNoneHistoric
Average time spent in queue today/this weekDisplayed in hours, minutes and secondsService Level TargetHistoric
Average time spent with agent today/this weekDisplayed in hours, minutes and secondsChat Response Time TargetHistoric
Service level today/this weekChats connected, percentage met targetService Level Warning ThresholdHistoric
CurrentQueued chats, chats with agents, queue service level, queue availabilityService Level Warning Threshold

Availability Warning Threshold
Live
Live statusAgentsAgents overview: dial attempts, availability today, average talk time today, current status, current status length

Filters can be applied to this widget (see Filtering the Agents Overview widget).
None
Live
QueuesAgents available
External destinations available
Calls in queue
Calls with agent
Average wait time
Longest wait time
Average talk time
Service level
Availability
– None
– None
– Caller Queue Warning Threshold
– None
– Service Level Target
– None
– Call Time Target
– Service Level Warning Threshold
– Availability Warning Threshold
Live
Email queuesEmails in queue
Emails with agent
Total time spent in queue
Average time spent in queue
Total time spent with agents
Average time spent with agents
Intermediate response
Service level
Availability
– Email Queue Warning Threshold
– None
– None
– None
– None
– None
– None
– Service Level Warning Threshold
– None
Live
Chat queuesChats in queue
Chats with agents
Average chats per agent
Average time spent in queue
Average time spent with agents
Total time spent in queue
Total time spent with agents
Service level
Availability
– Chat Queue Warning Threshold
– None
– None
– Service Level Target
– Chat Time Target
– None
– None
– Service Level Warning Threshold
– Availability Warning Threshold
Live

Note: The statistic for Agents available is displayed in the format: x/y/z, where:

  • x is the total number of available agents.This number does not include either agents who are currently handling calls or who are in the process of being rung, as these agents are no longer available.Note that, if additional agent groups have been assigned to the call queue so that calls held in this queue may be presented to them when certain (configurable) queue criteria are met, the additional agents will be added to this count.
  • y is the total number of active agents.This is the total number of agents who are logged in to the system. Their current status has no effect on this count, even if they are on a break.
  • z is the total number of agents who are assigned to the call queue.This count includes all agents + any additional agents in “fallback” agent groups that have been assigned to the call queue.

Call queue KPIs are configured under Call Handling > Queues > KPIs
Email queue KPIs are configured under Email > Email Queues > KPIs
Chat queue KPIs are configured under Chat > Chat Queues > KPIs.

Profiles are supported within companies. Each company administrator can assign a Wallboards profile to a user login to define which wallboards (and therefore which sets of statistics for the company) the user can see. The Wallboards profile may permit the user to see all of the company’s wallboards or only some of them.

Roles can also be assigned to user logins. Each role can have a Wallboards privilege associated with it that permits or prohibits access to the wallboards used by the Contact.

Related topic: Managing wallboards

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  • Wallboards

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