Emerge Administrative Guide - Cincinnati Bell

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Administrative Guide Connected Office Voice Premium

Business Solutions Contents Getting Started – Dashboard Login . 3 Main Profile Screen . 4 Main Screen Example. 4 Group Services . 4 Auto Attendant Overview . 6 Modifying Auto Attendant Settings. 6 Auto Attendant Modify Screen . 7 Auto Attendant: Business and After Hours Menu . 9 Creating a Time Schedule . 11 Setting up a Time Schedule for an Auto Attendant . 11 Creating a Holiday Schedule. 17 Setting up your Holiday Schedule. 17 Record/Change an Auto Attendant Greeting . 20 Group Call Park . 23 Group Call Pickup . 25 Hunt Group . 27 Music on Hold/Video . 33 Voice Portal . 35 Modifying a Call Center. 36 Call Center Statistics . 43 Call Center Announcements . 49 Customer Service and Support . 51 2

Business Solutions Getting Started – Dashboard Login Follow the steps below to access the dashboard login Step Action 1 Access: https://web1.voip.fuse.net 2 The Log In screen will appear as shown below. Note: Your administrator username and password will be provided on the day of installation by the Training Specialist. The portal allows for complete control of all user and group level features. Group feature examples would be Auto Attendants, Hunt Groups, Call Centers, or Music on Hold. User feature examples would be Voicemail, Call Forward Settings, Simultaneous Ring, BroadWorks Anywhere, or Remote Office. Note: Cincinnati Bell Technology Solutions is responsible for the management, monitoring and repair of the network core infrastructure, network connectivity and equipment deployed at the customer premise. Adds, changes, or moves requested after install through the Customer Care group may be charged as a fee. 3

Business Solutions Main Profile Screen Once you have successfully logged in to the web portal, you will be at the administration Main Profile Screen. From this screen you have the ability to modify user settings and access all your primary Group services such as Auto Attendants, Call Centers, Hunt Groups and other group services. Throughout the administration portal each screen has a HELP option for more information about the current screen and the service being reviewed, added, or modified. Click on HELP to find out more about the current screen and modification options being viewed. Main Screen Example Group Services The following section will cover basic administration options for all Group Services. The available group services vary according to user selection. Refer to the “User Administration” section to review which Group services are applicable for Basic, Standard and Premium User assignment. Some features may be available as an “Add-on” Features to the seat. Your service includes a total of five hunt groups, five auto attendants, and five additional mailboxes. The following sections will show you how to add new and modify existing group services: 4

Business Solutions Auto Attendant Group Call Park Group Call Pickup Hunt Groups Voice Messaging Call Centers To access the Group Services Screen, from the Main Profile Screen, select Services listed under the Options menu as shown below: The available group services will appear. *Note: This screen will vary depending on services ordered. 5

Business Solutions Auto Attendant Overview The Auto Attendant is an automated receptionist who greets and routes calls on the main reception line, as well as, the phone extension of various departments in a company. It may be used in place of a receptionist greeting, or use for overflow calls. Special greeting prompts can be customized and recorded for the company and individual departments (See Recording Auto Attendant Greetings). Your company may have one or many Auto Attendants. They may be set up with Dial by Name or Dial by Number directories. The Auto Attendant is assigned a telephone number and an extension. Each Auto Attendant includes business hours and after hours greetings for recording. You may record the greetings through The Company’s Voice Portal or by uploading a .wav file via the web interface. The Menu items are customized and may be viewed and changed via our web interface. Various options may be programmed for: Time of day Day of week Holiday Schedules Modifying Auto Attendant Settings Step 1 2 6 Action Click on Auto Attendant from the Group Services Screen From your list of Auto Attendants select the one you wish to modify, Click Edit.

Business Solutions 3 Click on Profile Auto Attendant Modify Screen From the Auto Attendant Modify screen you may perform the following: Change the Name of your Auto Attendant Assign a different Calling Line ID Select a Department assigned to the Auto Attendant Alter the Business and After Hours Menu Options The Auto Attendant Modify Screen is shown below. Note: All fields that are marked with an asterisk (*) are required. 7

Business Solutions Option Description Name The name identifies the Auto Attendant and is found in the list of Auto Attendant(s). You may rename the Auto Attendant by typing a new name in the Auto Attendant Name text box. Calling Line ID First Name and Last Name The Calling Line ID Names reflect the To: and From: displayed when calling the Auto Attendant number or extension. To change the Calling line ID of the Auto Attendant, simply type in the new name or number in the Calling Line ID First and last name Test box , can be alphanumeric. In order to select a Department, one must have been created when your service was configured. Department Note: To create a department, please call customer service to set up new departments and assign users to your department. 8 Extension Dialing This determines whether the Auto Attendant can redirect callers by extension to any user in its Enterprise, Group or department. Name Dialing The option determines if the Auto Attendant can redirect callers by name to any user in its Enterprise, Group, or department Name Dialing Entries Change how callers find users from your Dial by Name Directory, by searching first and last name entries.*Groups may also be assigned by your service provider and are generally applicable as a way to identify multi-locations

Business Solutions Auto Attendant: Business and After Hours Menu To modify or add to your current Business and After Hours items. Click on the Business Hours or After Hours Menu. Once new items are added to the menu, the greeting must be changed to reflect the new additions for listening and selection. To set up/review access Auto Attendant Business Hours Menu Business Hours Screen Business Hours Greeting To personalize your Business Hours greeting, follow the instructions to record your greeting by calling into the voice portal or, follow the instructions to upload .wav audio files. *The Auto Attendant example above reflects a .wav file uploaded into the system.See Recording Auto Attendant Greetings 9

Business Solutions Menu Options Enabling First level Extension Dialing box allows callers to enter the extension of the party they want to reach without selecting a menu option first. Enabling this feature makes the Auto Attendant more convenient for callers who already know the extension of the person they are trying to reach. *Reminder: When recording your Auto Attendant message, make sure you state Extension Dialing is an option in your recording. Example: “If you know your party’s extension, you may dial it at any time.” Menu Listings To modify your menu listings type in the desired menu listing under the Description column. Then select the desired “action” from the drop-down lists, the Action control offers the following choices. Choice 10 Description Transfer with prompt Plays the message, “ Your call is being transferred, please hold”, and transfers the call to the specified number Transfer without Prompt Transfers to the specified number without playing a prompt

Business Solutions Transfer to Operator Name Dialing Extension Dialing Repeat Menu Exit Plays the message, “Please stay on the line while your call is transferred to the operator”. The call is then transferred to the specified operator number Brings the caller into the automated name directory Prompts the caller for an extension, and transfers the user Replays the Auto Attendant greeting Terminates the call Note: When any “Transfer Action” is selected, a phone number text box will appear under the Phone Number column. Click the Ok button to retain changes. Creating a Time Schedule Setting up a Time Schedule for an Auto Attendant After the menu items for the Business and After Hours are modified or created, time schedules can be set up for when the Business Hours and After hours menus selections are available and greetings are played. Every Day All Day is the default setting and will play the same greeting 24/7, unless, a Time Schedule has been created. Once the Time Schedule(s) have been created, they will be listed as a selection in the Business hours drop down box. To Create a Time Schedule for your Auto Attendant, follow the steps below. Step 11 Action 1 Access Main Menu Profile 2 Select Schedule 3 Click the Add button in the Schedule Screen

Business Solutions 12 4 Enter Time Schedule Name and select if it is a Holiday or Time Schedule. Select OK 5 Click on the Schedule to edit. 6 Click Add

Business Solutions 7 Enter Event Name 8a Daily Schedule: Start Date & End Date should be same day Start time & End time should reflect your business hours Under the Recurrence Pattern select Daily 13

Business Solutions 8b Weekly Schedule: Start Date & End Date should be same day Start time & End time should reflect your business hours Under the Recurrence Pattern select Weekly Check all days that apply to Start Time & End Time 14

Business Solutions 8c Monthly Schedule: Start Date & End Date sould be same day Start time & End time should reflect your business hours Under the Recurrence Pattern select Monthly Enter Month date or weekday 8d Yearly Schedule: Start Date & End Date Should be same day Start time & End time should reflect your business hours Under the Recurrence Pattern select Yearly Enter Month and Date or Month and weekday 15

Business Solutions 9 10 Once your Time Schedule is set up select OK Go back to the Auto Attendant to modify screen Select the new business hours schedule from the business hours drop down box. Click OK After Hours Menu You can make available different menu items for callers after normal business hours by creating an After Hours Menu Note: If you use a Business Hours Schedule, be sure to record your After Hours greeting through the Voice Portal, or upload a file. It is not necessary to create a Time Schedule for the After Hours as the greeting and menu items will automatically be played and available to the caller, after the Business Hour Time Schedule has been created. 16

Business Solutions Creating a Holiday Schedule During Holiday’s your office may operate with different business hours requiring a different schedule and greeting. For Holiday’s, you may set up a separate Auto Attendant only for Holidays use, or, use your existing Auto Attendant and change your greeting to reflect the times your company will be unavailable during a Holiday. Setting up your Holiday Schedule Step 17 Action 1 Access Main Profile Page Schedule 2 Click the Add button located at the bottom or top of the screen

Business Solutions 3 18 Enter the name of the Holiday in the Schedule Name and select Holiday for the Schedule Type. Select OK 4 Select Holiday Schedule to Edit 5 Select Add

Business Solutions 6 Enter the dates and name of your Holiday’s. You may decide to create a separate Holiday schedule for each holiday; in that case, only one holiday would be entered per schedule. The Holiday Schedule is created and ready to be selected in the Auto Attendant. 7 Thanksgiving Example: Enter the Thanksgiving Start & End Date Mark as an All Day Event if closed for both days Recurrence Pattern should be Yearly Set criteria for the 4th Thursday in November 19

Business Solutions 8 Christmas Example: Enter the Christmas Start & End Date Mark as All Day Event if closed for multiple days Recurrence Pattern Should be Yearly Enter the Day & Month of recurrence 9 In order to set up Holiday Schedule to work in the Auto Attendant: Go back to the Auto Attendant Modify Screen. In the Holiday Screen Text Box, use the Drop down arrow and select the Holiday Schedule you created. By changing the Business Hours to “Every Day All Day” it will play your Holiday Greeting 24/7. Next, record or load the After Hours Greeting to play for the Holiday Schedule The holiday schedule will play the After Hours menu options and greeting. To remove the holiday greeting, select “none” on the holiday drop down list and revert back to the previous settings. The After Hours greeting will need to be re-recorded or loaded with the previous after hours greeting. Record/Change an Auto Attendant Greeting There are two greetings you can record for your Auto Attendant using the Voice Portal; the Business Hours and After Hours greetings. To Record or Change an Auto Attendant Greeting The Auto Attendant may be accessed from any IP phone in your network or, from any outside phone. You will need your Voice Portal Number or extension to access the Auto Attendant. 20

Business Solutions From any IP phone in Company Network Step Action 1 Dial the extension of the Voice Portal Number 2 Press the * Key 3 When Prompted for the Mailbox ID, enter the extension of your Voice Portal Number 4 Enter your passcode followed by the # Key 5 Press 1 to Change an Auto Attendant Greeting 6 If you have more than one Auto Attendant, enter the extension of the Auto Attendant you are changing 7 Press 1 to change the Business Hours Greeting 8 Press 2 to change the After Hours Greeting Business Hour Menu Press 1 to Change Business Hours Greeting Press 1 to Record Business Hours Greeting Press 2 to Listen to current Business Hours Greeting Attendant Greeting If you have more than 1 Auto Attendant, enter the extension of the Attendant you are changing. Press 1 to change the Business Hours Greeting Press 2 to change the After Hours Greeting Note: If there are multiple Auto Attendants to manage and record, you will be assigned an extension or ID for each auto attendant After Hour Menu Press 2 to Change After Hours Greeting Press 1 to Record After Hours Greeting Press 2 to Listen After Hours Greeting Note: If you are looking for the extensions of the Auto Attendants, please print or refer to your Enterprise Directory. (Select a user within your group once in their profile select Utilities Within Utilities select Enterprise Directory Select Enterprise Directory Summary) 21

Business Solutions From Outside Your Network When accessing your auto Attendant from an outside phone you will need your Voice Portal Number. Step Action 1 Dial the Voice Portal Number 2 When prompted for the Mailbox ID, enter the extension of your Voice Portal followed by the # Key 3 Enter your passcode followed by the # Key Press 1 to change an Auto Attendant Greeting 4 If you have more than 1 Auto Attendant, enter the extension of the Auto Attendant you are changing. Press 1 to change the Business Greeting Press 2 to change the After Hours Greeting Note: If there are multiple Auto Attendants to manage and record, you will be assigned an extension for each Auto Attendant. Record and Upload files for Greeting and Announcements Instead of recording your greetings from the voice portal, you may decide it is more convenient to have recorded files loaded for your Auto Attendant(s), Call Centers Announcements, and for Music On hold/Parked Calls. The same instructions will apply to loading files throughout the administration portal. Follow the below steps when using the Windows Sound Recorder. Step 1 Action Go to Start/All Programs/Accessories/ Entertainment/Sound Recorder. The windows Sound Recorder will open. If you will be using a microphone, make sure your microphone is plugged in. You can test by hitting the (record button) and talking. 2 Press to record your message. When finished with your recording press After you have recorded the message, hit 22 (play) to hear the recording 3 Click on File in the top left corner of the recorder. Click on Properties prior to saving your wav file, to change the Format to: CCITT u-law, (8.000 kHz, 8 bit, Mono). 4 Click on the Convert Now button.

Business Solutions Step 5 6 Action Select CCITT u-law format to convert the file to be loaded. To save the Format and Attribute settings for future use, click on Save As Click OK. 7 Go back to the Sound Selection screen, click Ok. The file is now in the correct format. After naming the file, Click Save After naming your file, click on Save. Now you may upload your file to any group service that has a text box available for Greetings and Announcements. As indicated in each group service section. Your filePark is now in the correct format to upload your greeting. This will Group Call automatically select the correct Attributes. (CCITT u-law and 8.000 kHz, 8 bit, Mono) With Group Call Park you may change the Recall Timer, Display Timer, and enable Parked Destination Announcements. By creating a Call Park Group, it allows the administrator to make adjustments and modification to Parking features unavailable with “standard” Call Park. This configuration also allows the administrator to define Call Park Settings for each group. Select Call Park listed under the Services Column 23

Business Solutions Group Call Park Settings Recall Timer The Recall Timer option applies to all Parked calls, both for standard Call Park and a created Group Call Park. The Call Park service has a single Recall Timer option. Group Call Park groups do not have their own individual Recall Timer Options. The Recall Timer option has a range from 30-600 seconds, the default is 45 seconds. Display Timer The Display Timer option controls how long the Application Server waits before automatically, releasing the parked call when using the Group Call Park. The Display Timer option has a range from 2-15 seconds. The Default setting is 5 seconds. The Display Timer is applicable only with the Group Call Park and not in standard Call Park. Parked Destination Announcement The Parked Destination Announcement option controls whether the Application Server provides an announcement. Adding and Modifying Call Park Groups Option Details Modify a Call Park Group Select Edit beside the name of the call Park group. The call Park Modify Page with appears. Make adjustment click Apply or OK. Add a Call Park Group Click Add. The Call Park Add page appears Save your changes Click Apply or Ok. Apply saves your pages. Ok saves your changes and displays the previous page. Notes: All Features listed above are available through Group Call Park; these features are not available with the standard Call Park. After Call Park has been configured simply use the feature access code assigned for this service (#58) for the group 24

Business Solutions Group Call Pickup The Call Pickup service allows users to answer a call that is ringing at another extension within their group. If more than one phone within the group is ringing, the phone that has been ringing the longest is the one that is picked up first. Once set up, use the Feature Access Code (FAC) *98 to pick up a ringing phone in your group. Note: Each person can only be in 1 Call Pickup group 25

Business Solutions Choice Action 1 To create a Call Pickup Group, click Add 2 Enter the Group Name 3 Click Search then select and add the Available Users that need to become Assigned Users Select OK 26

Business Solutions Hunt Group A Hunt Group automatically processes incoming calls received by a single phone number by distributing them among a group of users or agents. Multiple settings are available for configuration. Disclaimer: Activating BroadWorks Anywhere, Mobility, IM Presence endpoint termination or Remote Office on any user contained in a hunt group will override Call Forwarding Not Reachable. To modify an existing Hunt Group: Within Services, select Hunt Group. To modify a Hunt Group, select the Hunt Group to Modify, and click Edit. 27

Business Solutions In order to make changes to the Hunt Group select the Profile menu. Next, choose a name to identify the Hunt Group. The Name will be displayed as identification purposes in the directories and the list of Hunt Groups. 28 The Calling Line ID Last/First Name, the name selected will reflect to users in the Hunt Group on incoming calls and to the internal group when dialing the Hunt Group number. Note: Text boxes marked with an * must be filled out. When Allow Call Waiting box is checked additional calls may be taken by agents in the Hunt Group.

Business Solutions Determining Group Policies Group Policies apply to Hunt Groups and Call Centers and may be changed at any time by the Group Administrator. 29 Option Description Circular Incoming calls hunt through agents in the order they appear on the list, starting with the agent following the agent to receive a call. When the search reaches the end of the list, it loops back to the top and continues until it has tried all users.

Business Solutions Regular Incoming calls hunt through agents in the order they appear on the list, starting from the top each time. Simultaneous Incoming calls alert all agents at the same time. The first agent to answer handles the call. Uniform Weighted Call Distribution Incoming calls hunt through all agents in the order, starting with the agent who has been idol the longest and ending with the agent who most recently answered a call. Incoming calls are assigned to idle agents based on percentages you assign on the Call Center Profile Weighted Call Distribution page. No Answer Settings Option Skip to the Next Agent Defined After X rings check box to pass incoming unanswered calls to the next user after the specified number of rings, as determined by the current group policy *1 ring 5 seconds 30

Business Solutions Forward Call After Waiting Call Forward To After specified Seconds checking this box will send unanswered calls to the phone number specified in the Calls Forward test box. The box accepts value from 0 to 7200 seconds or 2 hours. Enter a number in the Calls Forward To box to Transfer calls to the number entered when a call is not answered in the time specified in the Forward call after waiting box. The following Feature Access Codes may be used: Direct Voice Mail Transfer Calling Line ID Delivery Blocking per Call Calling Line ID Delivery Blocking Allowing per Call Adding and Removing Agents from your list of Assigned Users Depending on the policy assigned to the new Hunt Group, the system will route calls to users in the order they are listed in the Assigned Users column. Step 31 Action

Business Solutions 1 2 Select the Search button In order to Add a user to the Assigned User list: Select a user from the Available Users column and click on the Add button To add all users listed in the Available Users column, Click Add All. To add one or more users in the Available Users column, select the desired names and Click Add. To select a single user, click the desired name on the list. To select multiple users, hold the CTRL key and click the desired names. To select a range of names, click the first name, press the SHIFT key, click the last name, and then release the SHIFT key. 3 In order to Remove a user from the Assigned User list: Select the user from the Assigned Users column and click on the Remove button To remove all users listed in the Assigned Users column, Click Remove All. To remove one or more users in the Assigned Users column, select the desired names and Click Remove. To select a single user, click the desired name on the list. To select multiple users, hold the CTRL key and click the desired names. To select a range of names, click the first name, press the SHIFT key, click the last name, and then release the SHIFT key. 4 32 Click Apply once all changes are made

Business Solutions Choice Description Move up a user in the list Click the name in the “Assigned Users “column and click Move Up. Move a user down in the order Click the name in the “Assigned Users” column and click Move Down. Add a Hunt Group Click Add Music on Hold/Video This Service will allow you to use system music or upload your own preferred music. The music will play when a caller is placed on Hold or Park. The Music/Video Screen will appear. Select the Group you wish to modify and click Edit. The Music/Video On Hold Modify Screen will be displayed. Checking the Enable boxes for Call Hold and Call Park allows the system to play the selected options for System Defined Music, External Sources, and Custom files. 33 To upload your Custom Music/Video File, select the custom Radio Button, then select the file you wish to load.

Business Solutions Note: To upload a file, your music on hold must be converted in either of the following formats: For .WAV files: Linear PC 16.000 kHz 16 bit mono WAV file type For .WMA files: Linear PCM 16.000 kHz 16 bit mono WMA file type For both .WAV and .WMA files: The maximum audio length is 2 minutes for a Voice Messaging Greeting and Custom Ringback User/Group. The maximum audio length is 10 seconds for user's Voice Portal Personalized Name. The maximum audio length is 10 minutes for the Music On Hold greeting. For all other services, the maximum audio length is 5 minutes. To save your changes Click Apply, Ok will saves changes and displays the previous page. 34

Business Solutions Voice Portal The Voice Portal was activated when your service was configured. Modifications may be made to change user’s access and privileges to record, compose /send, and forward messages to other members in the group. It is important to note that the voice portal is used to access and record greetings for the Auto Attendant. If disabled, users will not have access to voicemail options, or recording features. Phone Number: This is the number you will call when checking or recording messages from outside of the network 35

Business Solutions To Reset the Voice Portal Password: type in a new 4-8 digit password, re-type again and click OK. Modifying a Call Center In the Services Screen, click on Call Center in the Advance column Step 1 36 Action Click Edit, on the Call Center you wish to modify

Business Solutions 2 Click on the Call Center’s profile From the Call Center Profile Screen, several adjustments and configuration options are available. If new numbers are needed for your Call Center, Customer Service will need to be contacted. The number will need to be unassigned from any Address prior to being assigned to the Call Center. 3 37 Call Center Profile Screen will allow you to Modify features:

Business Solutions Name Text Box: You may change the name of the Call Center which will be displayed in various directory listings and the Call Center List. The Calling Line ID Last Name and First Name will be displayed to any agents (users) assigned to the Call Center. The example below reflects “Sales CC” as the Calling Line ID; this information will be shown in the screen on the IP phone, in front of the incoming caller ID. This identificat

See Recording Auto Attendant Greetings). Your company may have one or many Auto Attendants. They may be set up with Dial by Name or Dial by Number directories. The Auto Attendant is assigned a telephone number and an extension. Each Auto Attendant includes business hours and after hours greetings for recording. You may record the greetings .

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