This chapter provides an introduction to Computer Telephony Integration (CTI) and describes how CTI can enhance the value of contact center applications. This chapter also introduces the Computer Telephony Integration Object Server (CTI OS) product and discusses the advantages of using CTI OS to develop custom CTI enabled applications.
The workflow of a modern contact center is based on two main
areas: the media for communicating with the customer and the platform for
servicing customer requests.
CTI is the integration of the communications media (phone,
email, or web) with the customer service platform (customer databases,
transaction processing systems, or CRM (customer relationship management)
Integrating communications media with the customer service
platform helps agents service customers better and faster in the following two
It enables the agent to leverage the information and events
provided by the media to direct workflow.
It increases the depth and breadth of customer information
presented to the agent when the customer's contact arrives at the
A CTI-enabled application is one in which the software an agent uses to service a customer request is driven by information generated by the presentation of the customer contact.
The most common CTI application is a screen pop. In a screen
pop, the customer service platform is provided with customer information at the
arrival of a phone call and begins processing the customer's transaction
at the same time as the communication begins between the customer and the
agent. This transfer of customer information is called the call context
information: a rich set of customer-specific data that travels with the call
throughout the enterprise.
For example, a phone call can trigger a screen pop
application for a cellular telephone company. It uses the customer ANI
(automated number identification, or calling line ID) to do a database look up
to retrieve the customer's account information and displays this customer
record for the agent. By the time the agent can say
"Thank you for calling ABC Telephony Company," the account record
is on the screen and the agent is ready to service the customer's request.
Agent state control
Similar to a screen pop, CTI application control of agent
state is a way to improve the agent's workflow by integrating the service
delivery platform with the communications media. A CTI application enabled for
agent state can set the agent's current work state according to the type
of work being performed.
For example, a sales application can automatically send an
agent to a wrap-up or after-call work state when the customer contact
terminates. The agent can then enter wrap up data about that transaction or
customer inquiry and (subject to a timer) change the state automatically back
to available when the wrap up work is complete.
Third-party call control
The most advanced CTI integration projects seek a total
integration of the customer service platform with the communications media. In
third-party call control applications, the actual control over the teleset or
other media is initiated via the software application and coordinated with
application screens or views.
For example, a financial services application can transfer a
phone call to a speed-dial number designated by the application itself. In this
scenario, the agent can click a button to determine the appropriate destination
for the transfer, save the application's customer context, and transfer
the call to the other agent.
Events and requests within CTI environment
The first step to developing a CTI-enabled application is to understand the events and requests that are at play within the CTI environment. Asynchronous events are messages sent to applications that indicate an event to which the application can respond (for example, CallBeginEvent). Requests are the mechanism that the application uses to request that a desired behavior happen (for example, TransferCall).
The CTI environment is one of diverse servers and
applications communicating over a network. This naturally leads to
asynchronous, or unsolicited events – events that arrive based on some stimulus
external to the user's application. The main source of events in the CTI
environment is the communications media.
The following figure depicts the stages of a typical inbound
telephone call and its associated events.
Figure 1. Typical inbound call events flow
The following events are generated, based on the state of the
OnCallBegin: Indicates that the call has entered the setup phase.
OnCallDelivered: Generated when the call starts ringing.
OnCallEstablished: Generated when the call is answered.
OnCallCleared: Generated when the voice connection is terminated
(e.g. call hung up).
OnCallEnd: Generated when the logical call appearance (including
call data) is complete.
In addition to the events and states shown in the figure
above, the following are typical call events that CTI applications use:
OnCallHeld: Generated when the call transitions from the active to
OnCallRetrieved: Generated when the call is removed from hold.
OnCallTransferred: Indicates that the call has been transferred to
OnCallConferenced: Indicates that a new party has been added to
The foregoing is only a brief sample of the events available
via CTI OS. The complete set of events available for CTI developers is detailed
in later chapters in this guide.
In addition to responding to asynchronous events, a CTI
enabled application can make programmatic requests for services via the CTI
interface. Specifically, the CTI application uses the request-response
mechanism to perform agent state and third-party call control, and to set call
The typical request-response flow for CTI uses the model
shown in the following figure:
Figure 2. Sample Request-Response Message Flow.
A request generated by the CTI-enabled application (CLIENT)
is sent to the CTI service (SERVER), and a response message (CONF) is generated
to indicate that the request was received. In most cases if the request is
successful, a follow-on event is received indicating that the desired behavior
has occurred. Detailed descriptions of this kind of request-response-event
message flow are detailed in later chapters in this guide.
Overview of CTI OS
The Computer Telephony Integration Object Server (CTI OS) is
Cisco's next generation customer contact integration platform. CTI OS
combines a powerful, feature-rich server and an object-oriented software
development toolkit to enable rapid development and deployment of complex CTI
applications. Together with the Cisco CTI Server Interface, CTI OS and Client
Interface Library (CIL) creates a high performance, scalable, fault-tolerant
three-tiered CTI architecture, as illustrated in the figure below.
Figure 3. CTI OS three-tiered architecture topology
The CTI OS application architecture employs three tiers:
The CIL is the first tier and provides an application-level
interface to developers.
The CTI OS Server is the second tier and provides the bulk of the
event and request processing and enabling the object services of the CTI OS
The Cisco CTI Server is the third tier and provides the event
source and the back-end handling of telephony requests.
Advantages of CTI OS as a CTI development interface
CTI OS brings several major advances to developing custom CTI
integration solutions. The CIL provides an object-oriented and event driven
application programming interface (API), while the CTI OS server does all the
heavy-lifting of the CTI integration: updating call context information,
determining which buttons to enable on softphones, providing easy access to
supervisor features, and automatically recovering from failover scenarios.
Rapid integration. Developing CTI applications with CTI OS
is significantly easier and faster than any previously available Cisco CTI
integration platform. The same object oriented interface is used across
programming languages, enabling rapid integrations in .NET, and C++, Visual
Basic, or any Microsoft COM compliant container environment. Developers can use
CTI OS to create a screen pop application in as little as five minutes. The
only custom-development effort required is within the homegrown application to
which CTI is being added.
Complex solutions made simple. CTI OS enables complex
server-to-server integrations and multiple agent monitoring-type applications.
The CIL provides a single object-oriented interface that you can use in two
modes: Agent Mode and Monitor Mode. See
CTI OS Client Interface Library architecture
for an explanation of these two modes.
Fault tolerant. CTI OS
is built upon the Unified ICM NodeManager fault-tolerance
automatically detects process failure and restarts the
process, enabling work to continue. Upon recovery from a failure, CTI OS
initiates a complete, system-wide snapshot of all agents, calls, and
supervisors and propagates updates to all client-side objects.
Key benefits of CTI OS for CTI application developers
The CTI OS Client Interface Library (CIL) provides
programmers with the tools to rapidly develop high-quality CTI enabled
applications, taking advantage of the rich features of the CTI OS server. Every
feature of CTI OS was designed with ease of integration in mind, to remove the
traditional barriers to entry for CTI integrations.
Object-oriented interactions. CTI OS provides an
object-oriented CTI interface by defining objects for all call center
interactions. Programmers interface directly with Session, Agent, SkillGroup,
and Call objects to perform all functions. CIL objects are thin proxies for the
server-side objects, where all the heavy-lifting is done. The Session object
manages all objects within the CIL. A UniqueObjectID identifies each object.
Programmers can access an object by its UniqueObjectID or by iterating through
the object collections.
Connection and session management. The CTI OS CIL provides
out-of-the-box connection and session management with the CTI OS Server, hiding
all of the details of the TCP/IP sockets connection. The CIL also provides an
out-of-the-box failover recovery: upon recovery from a failure, the CIL
automatically reconnects to another CTI OS (or reconnects to the same CTI OS
after restart), re-establishes the session, and recovers all objects for that
All parameters are key-value pairs. The CTI OS CIL provides
helper classes treat all event and request parameters as simply a set of
key-value pairs. All properties on the CTI OS objects are accessible by name
via a simple Value = GetValue ("key") mechanism. Client programmers can
add values of any type to the CTI OS Arguments structure, using the enumerated
CTI OS keywords, or their own string keywords (for example,
"1234"]). This provides for future enhancement of the
interface without requiring any changes to the method signatures.
Simple event subscription model. The CTI OS CIL implements
a publisher-subscriber design pattern to enable easy subscription to event
interfaces. Programmers can subscribe to the appropriate event interface that
suits their needs, or use the AllInOne interface to subscribe for all events.
C++ and COM contain subclassable event adapter classes. These classes enable
programmers to subscribe to event interfaces; they add only minimal custom code
for the events they use and no code at all for events they do not use.
Illustrative code fragments
Throughout this manual, illustrative code fragments are provided both to clarify usage and as examples. These fragments are written in several languages, including . Though .NET (and therefore VB .NET) is supported, note that the VB code fragments are written using VB 6 syntax.