The Wizards menu of the Unified CCX Administration web
interface provides access to the wizards available for your Unified CCX system.
In each Wizard web page, you are provided with a list of
procedures and a description for each procedure in the main pane.
Click
the Exit icon in the toolbar in the upper left
corner of the window or the
Exit button that displays at the bottom of the
window to exit the wizard at any time and to go to the main Unified CCX
Administration menu bar. Click
Next to go to the next wizard menu option.
The Unified CCX system contains the following options in the Wizards menu:
Application Configuration is one of the very basic
requirements in Unified CCX Administration. You must complete several steps
in the suggested order to successfully complete Application Configuration.
To access the Application Wizard, select
Wizards > Application
Wizard > Description of Steps
from the Unified CCX Administration menu bar. The Application Configuration
Wizard: Description of Steps web page opens up, displaying the different steps
to perform the configuration, along with a brief description of
each step as shown in the following bulleted list.
Click
Next to proceed to the subsequent steps from the
main Application Configuration Wizard web page or jump directly to any step
using
Wizards > Application
Wizard and clicking the desired submenu (see
Configure Unified CCX applications).
Scripts—In this step, you can view a list of existing
custom scripts. When you click the Next button from the main Application Configuration Wizard
web page, you are transferred to Script Management web page, which lists the
available scripts, provides links to create a folder, and uploads custom
scripts. Scripts can be uploaded as either a single script file or a zip file
of scripts. You can upload multiple scripts in this step (see
Script management).
Prompts—In this step, you can view a list of existing
custom prompts. The Prompt Management web page lists the available prompts,
provides links to create new folders, and uploads custom prompts. Prompts can be
uploaded as either a single prompt file or a zip file of prompts. You can
upload multiple prompts in this step (see
Manage prompt files).
Grammars—In this step, you can view a list of existing
custom grammar files that are used to recognize and respond to caller prompts.
The Grammar Management web page lists the available grammars, provides the
links to create new folders, and uploads custom grammars. Grammars can be
uploaded as either a single grammar file or a zip file of grammars. You can
upload multiple grammars in this step (see
Manage grammar files).
Documents—In this step, you can view a list of existing
custom documents such as .txt, .doc, .jsp, or .html, custom classes, and Java
Archive (JAR) files that allow you to customize the performance of your Unified
CCX system. The Document Management web page lists the available documents,
provides the links to create new folders, and uploads custom documents.
Documents can be uploaded as either a single document file or a zip file of
documents. You can upload multiple documents in this step (see
Manage document files).
Application Configuration—In this step, you can select the
type of application to be configured using Add a New Application page. Click
Next to provide configuration details for the selected application type. Each
application can be any combination of the scripts, prompts, grammars, and
documents on file. By default, the uploaded script, prompt, document and
grammar are selected, if applicable. You can create multiple applications in
this step (see
About Unified CCX applications).
Triggers—In this step, you can create different types of
triggers for the applications that were created in the previous step using the
Trigger Configuration page. More than one trigger can be created for one
application. By default, the application configured in the previous step is
automatically selected. On providing the Directory Number, device name and
language, the trigger configuration is complete. You can create multiple
triggers in this step (see
Application triggers).
Selecting the type of the trigger concludes the Application
Configuration wizard process.
RmCm Configuration is a commonly performed procedure in the
contact center environment. You must complete several steps in the suggested
order to successfully complete RmCm Configuration. The RmCm Configuration
wizard leads you through the suggested steps.
Note
The RmCm Wizard option is available with all Unified CCX license
packages.
To access the Application Wizard, select
Wizards > RmCm
Wizard > Description of Steps
from the Unified CCX Administration menu bar. The Application Configuration
Wizard: Description of Steps web page opens up displaying the different steps
in which you can perform the configuration along with a brief description of
each step as shown in the bulleted list below.
Click
Next to proceed to the subsequent steps from the
main RmCm Wizard web page or jump directly to any step using
Wizards > RmCm
Wizard and clicking the desired submenu.
Add a Skill—Choose this submenu to configure the skills to
be associated with the user. In this step, you are transferred to the
RmCm > Skills
web page. Repeat this step to create multiple skills.
Add a Resource Group—Choose this submenu to upload multiple
custom scripts. In this step, you are transferred to the Resource Group
Configuration web page, where you can enter the Resource Group Name.
Add Resources—Choose this submenu to create resource groups
that will later be assigned to resources. In this step, you are transferred to
RmCm Wizard - User Configuration web page, which has a hyperlink to
Add resources in
Unified CM.
This link invokes
Unified CM
automatically (see the following related topics):
Add Supervisors—Choose this submenu to assign supervisor
privileges to a user. In this step, you are transferred to the User Management
web page, which allows you to search for a specific user.
Configure Resources—Choose this submenu to add or remove
skills that are associated with resources. In this step, you are transferred to
the RmCm Configuration Resources web page, which lists the configured
resources. Resources can be modified together to obtain the same skills, or
they can be modified separately to be assigned different skills.
Modify Existing Contact Service Queues—Choose this submenu
to modify skills that are associated with a contact service queue. In this
step, you are transferred to the RmCm Configuration Contact Service Queue web
page, which lists the configured CSQs.
Add a Contact Service Queue—Choose this submenu to add
contact service queues. Skills or resource groups are associated to these
contact service queues to filter out the resources. In this step, you are
transferred to the RmCm Configuration Contact Service Queue Configuration web
page, which allows you to add CSQs.
Modify Existing Teams—Choose this submenu to modify agents
in existing teams. In this step, you are transferred to the RmCm Configuration
Contact Teams web page, which lists the configured teams.
Add a Team—Choose this submenu to create new teams and
associate those teams with new agents. In this step, you are transferred to the
RmCm Configuration Team Configuration web page, which allows you to create new
teams.
Create an Application—On completing the RmCm configuration,
you can optionally proceed to the Application Wizard configuration.