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1. Description

The page is intended for creating and configuring queues.

It consists of the following elements:

  1. Creation tool (Fig.1(1));
  2. Filter block (Fig.1(2));
  3. Search field (Fig.1(3));
  4. Refresh button (Fig.1(4));
  5. Registry (Fig.1(5));
  6. Pagination (Fig.1(6)).

Fig. 1. Queues page

1.1. Creation tool

Use the Add button to create a new queue (Fig.1(1)). The New queue modal window (Fig.2) opens after clicking the button. The following types of queues are available:

  • Offline queue - the list of Members who need to be called back manually, for example, the Member who selects the option to call back;
  • Inbound queue - callers are waiting in the Queue to speak to an Agent. For example, a hotline;
  • Outbound IVR queue - call Members without the involvement of an Agent. Allows organizing automatical engagement with customers by making automated voice calls using pre-recorded files or speech synthesis and recognition technologies;

IVR (Interactive Voice Response), interactive voice menu - a system of pre-recorded voice messages that routes call within the call center using the information entered by the members on the telephone keypad using touch-tone dialing.

  • Preview dialer - the main task is to select a Member and show information about him to the Agent. The initiator of the call is the Agent;
  • Progressive dialer - outbound campaign with Agent reservation. Simultaneous dialing to the Members and Agent;

The dialer can make a call to one member per agent and make a call to several members per agent. The call is dropped when the dialer has reached the member, but there is no free agent.

  • Predictive dialer -  an outgoing campaign without prior reservation of the Agent to minimize the call waiting time. The Dialer determines how many Members need to be dialed to receive an answer, connect with an Agent, and reduce the agent's waiting time. It maximizes agents' load by minimizing the waiting time for the Agent to communicate with the Member. In the case when the Dialer has reached the Member, but there is no free Agent, then Members who could not be connected to the Agent remain to wait in the Queue;
  • Chat inbound queue - the same as Inbound queue but with chats;
  • Inbound task queue - incoming queue with tasks. Task - any entity that can be distributed to the agent according to the specified rules;
  • Outbound task queue - outbound queue with tasks. The schemes are used to perform Task.

After selecting a queue type and clicking the Create button, the General tab of the selected queue opens.

Fig. 2. New queue modal window 

1.2. Filter block

It is designed to filter the data displayed in the registry entries. Contains:

  1. Filtering fields (Fig.3(1));
  2. Reset filters button (Fig.3(2));
  3. Expand filters button (Fig.3(3)).

Fig. 3. Filter block

1.2.1. Filtering fields

Available fields for filtering:

  • Tegs;

  • Team;
  • Queue Type.

1.2.2. Reset filters button

Represented as a button , all previously selected filters are reset when clicked.

1.2.3. Expand filters button

Represented as a  button, all fields for filtering are revealed when clicked.

Note

The number of fields displayed may vary depending on the browser window size. Use the  button to expand all fields.

1.3. Search field

The search is performed on the Name column.

It consists of an input field and a close button () displayed when the cursor is placed in the input field. To search by part of a word or a number, use the * symbol. You can also use the * character to replace any number of characters.

1.4. Refresh button

Updating the register table is performed by clicking on the refresh button -

(Fig.1 (3)).

1.5. Registry

The registry is a list of entries of existing objects in this section, each of which consists of a set of fields:

  1. Checkbox;
  2. Name;
  3. Type;
  4. Active calls;
  5. Waiting;
  6. Priority;
  7. Team;
  8. Tags;
  9. State;
  10. Members tool;
  11. Editing tool;
  12. Removal tool.

If there is no entry on the page, then an additional Add button is displayed in the register, the functionality of which duplicates the Add button in paragraph 1.1.

1.5.1. Checkbox

Use to select one or more entries. An additional removal tool appears after selecting one or more entries. Information about the number of records selected for deletion appears when you hover over this tool.

1.5.2. Name

The queue names are displayed here.

1.5.3. Type

The queue type is displayed. Queues can be of the following types:

  • Offline queue;
  • Inbound queue;
  • Outbound IVR queue;
  • Preview dialer;
  • Progressive dialer;
  • Predictive dialer;
  • Chat inbound queue; 
  • Inbound task queue;
  • Outbound task queue.

The description of the queues is in clause 1.1.

1.5.4. Active

Displays the number of calls being serviced. Click the refresh button (Fig.1 (3)) to refresh the data.

1.5.5. Waiting

The number of subscribers that still need to be called is displayed.

1.5.6. Priority

Displays the queue priority. The higher the number, the higher the priority.

1.5.7. Team

The team that works with this queue is displayed here. Any qualified (by skill) available agent will be chosen if no team is selected,

Clicking on a team's name opens that team's General page.

1.5.8. Tags

Queue tags are displayed here.

1.5.9. State

A switch that is responsible for enabling and disabling the queue by the position:

 - the queue is enabled;

 - the queue is disabled.

1.5.10. Members tool

It is designed to configure members in the queue. When you click on the button, the Members page that belongs to this queue opens.

1.5.11. Editing tool

The General tab opens after clicking on this button. You can change the object's data and go to other tabs for editing.

1.5.12. Removal tool

It is used to remove an object with confirmation through a modal window. A modal confirmation window appears after clicking the button. Clicking the Yes button - deletes the object and the entry. Clicking the No button closes the modal window, and the object is not deleted.

Fig. 3.  Modal confirmation window

1.6. Pagination

It consists of the Rows per page field, which indicates the number of entries (it is possible to set from 1 to 1000) per page, and forward and backward buttons for switching pages.

2. Opportunities

2.1. Create a new queue

Goal

Create a new queue

Preconditions
  1. Access to the Admin application;
  2. Access to the Queues section in the Admin application;
  3. Permission to create in the Queues section.

Steps


  1. Click the Add button. The New queue modal window opens.
  2. Select a queue type.
  3. Click the Create button. The General tab opens.
  4. Enter data. The Save button becomes active.
  5. Click the Save button. Access to the Permissions tab is opened.
  6. Fill in the required data in other tabs.

  7. Click the Save button

Result

Data saved. Queue created

2.2. Delete a queue

Goal

Delete a queue

Preconditions
  1. Access to the Admin application;
  2. Access to the Queues section in the Admin application;
  3. Permission to select and delete in the Queues section;
  4. The presence of at least one queue.

Steps


  1. Find the queue you want to delete in the registry entries;
  2. Click on the delete button - . A modal window opens to confirm the deletion;
  3. Click the Yes button.

Result

The modal window closes. The queue has been removed.

2.3. Delete several queues

Goal

Delete several queues

Preconditions
  1. Access to the Admin application;
  2. Access to the Queues section in the Admin application;
  3. Permission to select and delete in the Queues section;
  4. The presence of at least one queue.

Steps


  1. Find the queues you want to delete in the registry entries. Select them using the checkbox;
  2. Click on the delete button at the top of the registry. A modal window opens to confirm the deletion.
  3. Click the Yes button.

Result

The modal window closes. The queues have been removed.

2.4. Edit a queue

Goal

Edit a queue

Preconditions
  1. Access to the Admin application;
  2. Access to the Queues section in the Admin application;
  3. Permission to edit in the Queues section;
  4. The presence of at least one queue.

Steps


  1. Find the queue you want to edit in the registry entries.
  2. Click on the edit button in the entry of this queue. The General tab opens.
  3. Open the tab you need.
  4. Make changes.
  5. Click the Save button.

Result

Data saved.

2.5. Enable/disable queue

Goal

Enable a queue

Preconditions
  1. Access to the Admin application;
  2. Access to the Queues section in the Admin application;
  3. Permission to select in the Queues section;
  4. The presence of at least one queue.

Steps


  1. Find the Queue you want to enable in the registry entries.
  2. Move the switch in the Status column to the active position.

Result

The Queue is enabled

2.6. View information about members of a queue

Goal

View information about members of a queue

Preconditions
  1. Access to the Admin application;
  2. Access to the Queues section in the Admin application;
  3. Permission to select in the Queues section;
  4. The presence of at least one queue.

Steps


  1. Find the queue in the registry of entries whose members you want to view or configure.
  2. Click on the button .

Result

The Members page of the selected queue opens.

3. Additional materials

3.1. Instructions

3.1.1. Create a predictive dialer


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