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Contact Based Architecture Including Scheduling, Dispatching, Directories, Web Services Visit the 1Call Website

AMTELCO Infinity IS Contact Based Architecture

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Infinity Intelligent Series (IS) offers next-generation call scripting with contact-based architecture and IS messaging, designed to reduce errors with more sophisticated call-flow scripting, message processing, and contact-based dispatching. The Infinity IS guides agents through the entire call process. The integral script editor can be used to customize scripts with different colors, fonts, buttons, hyperlinks, drop-down lists, menus, and check boxes. This is presented in a visual layout, allowing scriptwriters to see how their script will look as they create it. Scripting can greatly reduce mistakes while gathering information by automatically checking spelling, verifying that phone numbers and other fields are entered correctly, making automated case conversions, performing date and time calculations, filling in city and state based on postal code, and connecting to external databases and Web sites. Once a message is taken, dispatching steps can be tailored to each client's needs. Scripts automatically select the appropriate contact for dispatching from an on-call schedule or directory, and then follow their specific preferences for the current month, day, and time, with special allowances for holidays. The process of dispatching messages is greatly enhanced using intelligent directory contacts, which allows contact information to be entered as part of a directory listing. Intelligent messaging and dispatching can utilize the contact information to script and control the dispatch process.

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Page 1: AMTELCO Infinity IS Contact Based Architecture

Contact Based Architecture Including Scheduling, Dispatching,

Directories, Web ServicesVisit the 1Call Website

Page 2: AMTELCO Infinity IS Contact Based Architecture

If you have questions, you may ask on the call or type them in to the GotoMeeting Chat area at any time. We will try to address your questions as we go.

Page 3: AMTELCO Infinity IS Contact Based Architecture

INTELLIGENT SERIESIntroduction to IS & Contact Based Architecture

Contact Based Architecture leverages a series of Intelligent Series applications intended to provide contact based messaging, dispatching, directory, and scheduling. Some of the key components include: IS Message Scripting & Scripted Dispatch

IS DirectoryIS Directory Contacts (phone, paging, email, sms)

IS Directory On-Call SchedulingIS Appointment Scheduling (optional add-on)

IS Web Services (optional add-on)

Page 4: AMTELCO Infinity IS Contact Based Architecture

INTELLIGENT SERIESIntroduction to IS & Contact Based Architecture

• Changes from Infinity to Intelligent Series ApplicationsSQL Based Applications• Sandbox• Message Scripting• Info Pages• Directory/On Call Scheduling• Scripted Dispatching

• Windows based apps• Colors, fonts, links

Page 5: AMTELCO Infinity IS Contact Based Architecture

INTELLIGENT SERIESSANDBOX

One point of entry to searchSearch by any fieldSearch 1 or multiple directories and on callSee all contact methods for an entry at once

Page 6: AMTELCO Infinity IS Contact Based Architecture

INTELLIGENT SERIESSANDBOX

Page 7: AMTELCO Infinity IS Contact Based Architecture

INTELLIGENT SERIESSANDBOX

Page 8: AMTELCO Infinity IS Contact Based Architecture

INTELLIGENT SERIESInfo Pages

Page 9: AMTELCO Infinity IS Contact Based Architecture

INTELLIGENT SERIESInfo Pages

Page 10: AMTELCO Infinity IS Contact Based Architecture

INTELLIGENT SERIESInfo Pages

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INTELLIGENT SERIESInfo Pages

Page 12: AMTELCO Infinity IS Contact Based Architecture

INTELLIGENT SERIESInfo Pages

Page 13: AMTELCO Infinity IS Contact Based Architecture

INTELLIGENT SERIESInfo Pages

Page 14: AMTELCO Infinity IS Contact Based Architecture

INTELLIGENT SERIESInfo Pages

Page 15: AMTELCO Infinity IS Contact Based Architecture

INTELLIGENT SERIESMessage Scripting

Page 16: AMTELCO Infinity IS Contact Based Architecture

Update your Scripts for Contact Dispatching. This is actually quite simple.

INTELLIGENT SERIES

Script Elements related to Contact Methods:Select Contact (retrieve from on-call or directory)Contact Dispatch (initiate dispatch from script)Contact Details (view details page about contact)Create Contact (create a new directory listing)Update Contact (update a directory listing)View Schedule (popup a on-call or appt schedule)

Page 17: AMTELCO Infinity IS Contact Based Architecture

Message ScriptingINTELLIGENT SERIES

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Message ScriptingINTELLIGENT SERIES

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Message ScriptingINTELLIGENT SERIES

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Message ScriptingINTELLIGENT SERIES

Page 21: AMTELCO Infinity IS Contact Based Architecture

Message ScriptingINTELLIGENT SERIES

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Contact Based ArchitectureINTELLIGENT SERIES

Page 23: AMTELCO Infinity IS Contact Based Architecture

Link scripts with IS Directories to automatically retrieve contacts for dispatching.

INTELLIGENT SERIES

Page 24: AMTELCO Infinity IS Contact Based Architecture

IS Directory is the foundation of Contact Based Architecture.

INTELLIGENT SERIES

The first step is to build an IS Directory for each of your clients.

Place all client employees in the IS Directory and enter all information about

the employee into the IS Directory.

Eliminate the need for entering account based information such as Service Lists,

etc…

Page 25: AMTELCO Infinity IS Contact Based Architecture

Enter all information about client employees in their listing, include contact info and status.

INTELLIGENT SERIES

Page 26: AMTELCO Infinity IS Contact Based Architecture

IS Directory On-Call SchedulingOffer Operator and Web Based

On-Call Scheduling services.

INTELLIGENT SERIES

Page 27: AMTELCO Infinity IS Contact Based Architecture

IS Directory On-Call eliminates duplicate data entry and adds more structure to your

schedules.

INTELLIGENT SERIES

Define shifts and specify required coverage using

Roles. Any listings enabled for the Role are eligible to

cover the shift.

Page 28: AMTELCO Infinity IS Contact Based Architecture

New v5.6 On-Call Coverage Checker that alerts schedule administrators about unassigned shifts

and reminds people about their assigned coverage.

INTELLIGENT SERIES

Included at no

additional cost!

Page 29: AMTELCO Infinity IS Contact Based Architecture

Build up the IS Directory information using the IS Supervisor.

INTELLIGENT SERIES

Page 30: AMTELCO Infinity IS Contact Based Architecture

Automate IS Directory updates using the IS Directory Transformer.

INTELLIGENT SERIES

Page 31: AMTELCO Infinity IS Contact Based Architecture

On-call administrators receive automated emails with information about the unassigned shifts and a link to go to the schedule to update it.

INTELLIGENT SERIES

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Link Scripting with On-Call Schedules to automate retrieval of on-call personnel.

INTELLIGENT SERIES

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Initiate dispatches to on-call personnel from your scripts.

INTELLIGENT SERIES

Page 34: AMTELCO Infinity IS Contact Based Architecture

INTELLIGENT SERIESView messages using the Combo Checkin Screen

showing IS and Infinity Msg Index with Voice Messages and a Special count.

Page 35: AMTELCO Infinity IS Contact Based Architecture

INTELLIGENT SERIESTake advantage of the new v56 IS Web

Scripting.

Contact architecture sets the stage to use IS Web Scripting to offer new services to your clients.

• Web Enable Scripts With One Click• Specify Special Scripts For Customer Webs• Specify Special Scripts for IS Web• Web Testdrive• Start a Script Online, Then Pop To An Agent• Clients Update Their Information Via Web• Embed Scripts in Customer Webs• Create Customer Webs That You Manage• Web Enable Operator Scripts

Page 36: AMTELCO Infinity IS Contact Based Architecture

INTELLIGENT SERIESEnable your scripts for web scripting with one

click.

Page 37: AMTELCO Infinity IS Contact Based Architecture

INTELLIGENT SERIESDesign your scripts for public access with an

option to ask for operator assistance.

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Design scripts for IS Web on-call paging or client information updates.

INTELLIGENT SERIES

Page 39: AMTELCO Infinity IS Contact Based Architecture

Web enable On-Call Schedules. Allow your clients to view and update their schedules.

INTELLIGENT SERIES

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Allow contact based clients to see their own web home screen.

INTELLIGENT SERIES

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Allow contact based clients to retrieve messages via the web.

INTELLIGENT SERIES

Page 42: AMTELCO Infinity IS Contact Based Architecture

Allow contact based clients to run IS reports via the web.

INTELLIGENT SERIES

Page 43: AMTELCO Infinity IS Contact Based Architecture

NEW APPLICATIONSiPhone Application miOncall

Provide your clients with a mobile option for viewing and managing on-call schedules.

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IS Directory Appointment SchedulingOffer Operator and Web Based Appointment

Scheduling for your contact based clients.

INTELLIGENT SERIES

Page 45: AMTELCO Infinity IS Contact Based Architecture

Link your scripts with appointment schedules, pass script info into the schedule.

INTELLIGENT SERIES

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Launch the selected schedule and book your appointment.

INTELLIGENT SERIES

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Search for booked appointments by contact to allow rescheduling or cancelling.

INTELLIGENT SERIES

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Copy booked, rescheduled, and cancelled appointment data back into the message.

INTELLIGENT SERIES

Page 49: AMTELCO Infinity IS Contact Based Architecture

Sync on-call and appointment calendars with Outlook calendars.

INTELLIGENT SERIES

Page 50: AMTELCO Infinity IS Contact Based Architecture

INTELLIGENT SERIESContact Based Architecture.

Contact Based Architecture is the foundation everything we have seen today.

Gary Kerner has some closing comments for us.

Page 51: AMTELCO Infinity IS Contact Based Architecture

THANK YOU!

http://www.1call.com