Contents

Use Assistant Console to Handle Calls

Use Assistant Console to Handle Calls

You can use your mouse and keyboard to place, answer, transfer, end, and generally handle calls from the Assistant Console.

Make sure that the call you want to handle is selected (highlighted) on the console. Call-control buttons and menu items appear dimmed (inactive) if they are not relevant to the selected call.

Place a Call

To place a call from the Assistant Console:

Procedure
Select one of the options to place a call:
  • Click the Dial call-control button.
  • Right-click a phone line in the My Calls panel and select Dial from the popup menu.
  • From the menu bar, choose Call > Dial.
  • Double-click speed dial or directory number.
  • Drag directory number into the My Calls panel.
  • Use the associated keyboard shortcut.
  • With the console open and active on your desktop, enter the phone number that you want to call using your keyboard and then press Enter. You will see the number that you are calling in the status bar along the bottom of the console.
  • If the Enter Number popup window appears, enter the phone number that you want to call and click OK . Enter the number exactly as you would if you were placing the call from your Cisco Unified IP Phone.

Calls originated from Assistant Console use the first physical line of the assistant phone.

Answer a Call

To answer a selected call:

Procedure
Select one of the options to answer a call:
  • Click the Answer call-control button.
  • In the My Calls panel, double-click a ringing call.
  • Right-click the call and choose Answer from the popup menu.
  • From the menu bar, choose Call > Answer.
  • Use the associated keyboard shortcut.
  • If the incoming call that you want to answer is not selected, click the incoming call to select it to answer the call.

End a Call

To end a selected call:

Procedure
Select one of the options to end a call:
  • Click the Hang Up call-control button.
  • Click the Hang Up call-control button.
  • From the menu bar, choose Call > Hang Up.
  • Use the associated keyboard shortcut.

Put Calls On Hold

To put a selected call on hold:

Procedure
Select one of the options to put calls on hold:
  • Click the Hold call-control button.
  • Double-click the connected call.
  • Right-click the call and choose Hold from the popup menu
  • From the menu bar, choose Call > Hold.
  • Use the associated keyboard shortcut.

Transfer Calls

To transfer a call, you must answer it first. After you transfer a call, you cannot retrieve it unless the call is transferred back to you.

Transfer calls using:

  • Transfer—Redirects the call immediately without allowing you to speak to the transfer recipient (the person to whom you are transferring the call).

  • Consult transfer—Redirects the call after first allowing you to speak to the transfer recipient.

  • Direct transfer—Connects two calls (active calls and calls on hold) directly.

Set Up Conference Call

You can set up a conference call using:

  • Conference—Initiate a call to add participants in a conference.

  • Join—Connect active calls and calls on hold in a single conference call.

To add conference participants to an active and selected call:

Procedure
    Step 1   Select one of these options:
    • Click the Conference call-control button.
    • Right-click the call and choose Conference from the popup menu.
    • From the menu bar, choose Call > Conference.
    • Right-click a listing in the Speed Dials or Directory panels and choose Conference from the popup menu.
    • Use the associated keyboard shortcut.

    The Enter Number popup window appears (unless you drag the call to a listing in the Speed Dials or Directory panel).

    Step 2   Enter the conference participant’s phone number and click OK.
    Step 3   Click the Conference button again to add the person to the call, after speaking to the new conference participant.

    Divert a Call to Another Number

    Use Redirect to transfer a selected call to a predetermined target number. You can redirect a call that is ringing, connected, or on hold. The default targets differ based on the mode:

    • In the proxy-line mode, the default target is the manager for whom the call was originally intended.

    • In the shared-line mode, no default target exists. However you can configure the target using any valid phone number or extension.

    Use Redirect

    Unlike Transfer, which requires you to specify the target with each use, Redirect sends calls to a single, predetermined target number. You can divert a call that is ringing, connected, or on hold.


    Note

    You cannot divert a call that you have placed or received on one of your own phone lines (rather than on a manager’s proxy line).

    To redirect a selected call to the divert target:

    Procedure
    Select one of these options:
    • Click the Redirect call-control button.
    • Right-click on the call and choose Redirect from the popup menu.
    • From the menu bar, choose Call > Redirect.
    • Use the associated keyboard shortcut.

    Configure the Divert Target

    You can set your divert target to be the manager for whom the call was originally intended or another directory number.

    To view or change the target:

    Procedure
      Step 1   Select Edit > Redirect from the menu bar.

      The Divert Target popup window appears.

      Step 2   In the shared-line mode, enter a phone number or office extension in the text box. Enter the number exactly as you would dial it from your office phone.
      Step 3   In the proxy-line mode, you can choose to toggle between a manager or directory number target. If you choose the directory number option, enter a phone number or office extension. Enter the number exactly as you would dial it from your office phone.
      Step 4   Click Save.

      You can also configure a divert target for your manager, which is unique from your target. For instructions, see Configure the Divert Target for a Manager.

      You can divert a call using your Cisco Unified IP Phone. Answer the call, then press the Redirect softkey on your Cisco Unified IP Phone to transfer the call to your divert target.

      Send a Call to a Voice-Messaging Service

      You can transfer a ringing or connected call that you are handling for a manager to that manager’s voice-messaging service.


      Note

      This feature does not apply to calls that you have placed or received on one of your own phone lines. It applies only to calls on your manager’s proxy line.

      To send the selected call:

      Procedure
        Step 1   Select one of these options:
        • Click the Transfer to Voice Mail call-control button.
        • Right-click on the call and choose Transfer to Voicemail from the popup menu.
        • From the menu bar, choose Call > Transfer to Voicemail.
        • Use the associated keyboard shortcut.
        Step 2   You can also perform this task from your Cisco Unified IP Phone. Answer the call and then press the TrnsfVM softkey on your Cisco Unified IP Phone to transfer the manager’s call to the voice-messaging service.
        Use Assistant Console to Handle Calls

        Use Assistant Console to Handle Calls

        Use Assistant Console to Handle Calls

        You can use your mouse and keyboard to place, answer, transfer, end, and generally handle calls from the Assistant Console.

        Make sure that the call you want to handle is selected (highlighted) on the console. Call-control buttons and menu items appear dimmed (inactive) if they are not relevant to the selected call.

        Place a Call

        To place a call from the Assistant Console:

        Procedure
        Select one of the options to place a call:
        • Click the Dial call-control button.
        • Right-click a phone line in the My Calls panel and select Dial from the popup menu.
        • From the menu bar, choose Call > Dial.
        • Double-click speed dial or directory number.
        • Drag directory number into the My Calls panel.
        • Use the associated keyboard shortcut.
        • With the console open and active on your desktop, enter the phone number that you want to call using your keyboard and then press Enter. You will see the number that you are calling in the status bar along the bottom of the console.
        • If the Enter Number popup window appears, enter the phone number that you want to call and click OK . Enter the number exactly as you would if you were placing the call from your Cisco Unified IP Phone.

        Calls originated from Assistant Console use the first physical line of the assistant phone.

        Answer a Call

        To answer a selected call:

        Procedure
        Select one of the options to answer a call:
        • Click the Answer call-control button.
        • In the My Calls panel, double-click a ringing call.
        • Right-click the call and choose Answer from the popup menu.
        • From the menu bar, choose Call > Answer.
        • Use the associated keyboard shortcut.
        • If the incoming call that you want to answer is not selected, click the incoming call to select it to answer the call.

        End a Call

        To end a selected call:

        Procedure
        Select one of the options to end a call:
        • Click the Hang Up call-control button.
        • Click the Hang Up call-control button.
        • From the menu bar, choose Call > Hang Up.
        • Use the associated keyboard shortcut.

        Put Calls On Hold

        To put a selected call on hold:

        Procedure
        Select one of the options to put calls on hold:
        • Click the Hold call-control button.
        • Double-click the connected call.
        • Right-click the call and choose Hold from the popup menu
        • From the menu bar, choose Call > Hold.
        • Use the associated keyboard shortcut.

        Transfer Calls

        To transfer a call, you must answer it first. After you transfer a call, you cannot retrieve it unless the call is transferred back to you.

        Transfer calls using:

        • Transfer—Redirects the call immediately without allowing you to speak to the transfer recipient (the person to whom you are transferring the call).

        • Consult transfer—Redirects the call after first allowing you to speak to the transfer recipient.

        • Direct transfer—Connects two calls (active calls and calls on hold) directly.

        Set Up Conference Call

        You can set up a conference call using:

        • Conference—Initiate a call to add participants in a conference.

        • Join—Connect active calls and calls on hold in a single conference call.

        To add conference participants to an active and selected call:

        Procedure
          Step 1   Select one of these options:
          • Click the Conference call-control button.
          • Right-click the call and choose Conference from the popup menu.
          • From the menu bar, choose Call > Conference.
          • Right-click a listing in the Speed Dials or Directory panels and choose Conference from the popup menu.
          • Use the associated keyboard shortcut.

          The Enter Number popup window appears (unless you drag the call to a listing in the Speed Dials or Directory panel).

          Step 2   Enter the conference participant’s phone number and click OK.
          Step 3   Click the Conference button again to add the person to the call, after speaking to the new conference participant.

          Divert a Call to Another Number

          Use Redirect to transfer a selected call to a predetermined target number. You can redirect a call that is ringing, connected, or on hold. The default targets differ based on the mode:

          • In the proxy-line mode, the default target is the manager for whom the call was originally intended.

          • In the shared-line mode, no default target exists. However you can configure the target using any valid phone number or extension.

          Use Redirect

          Unlike Transfer, which requires you to specify the target with each use, Redirect sends calls to a single, predetermined target number. You can divert a call that is ringing, connected, or on hold.


          Note

          You cannot divert a call that you have placed or received on one of your own phone lines (rather than on a manager’s proxy line).

          To redirect a selected call to the divert target:

          Procedure
          Select one of these options:
          • Click the Redirect call-control button.
          • Right-click on the call and choose Redirect from the popup menu.
          • From the menu bar, choose Call > Redirect.
          • Use the associated keyboard shortcut.

          Configure the Divert Target

          You can set your divert target to be the manager for whom the call was originally intended or another directory number.

          To view or change the target:

          Procedure
            Step 1   Select Edit > Redirect from the menu bar.

            The Divert Target popup window appears.

            Step 2   In the shared-line mode, enter a phone number or office extension in the text box. Enter the number exactly as you would dial it from your office phone.
            Step 3   In the proxy-line mode, you can choose to toggle between a manager or directory number target. If you choose the directory number option, enter a phone number or office extension. Enter the number exactly as you would dial it from your office phone.
            Step 4   Click Save.

            You can also configure a divert target for your manager, which is unique from your target. For instructions, see Configure the Divert Target for a Manager.

            You can divert a call using your Cisco Unified IP Phone. Answer the call, then press the Redirect softkey on your Cisco Unified IP Phone to transfer the call to your divert target.

            Send a Call to a Voice-Messaging Service

            You can transfer a ringing or connected call that you are handling for a manager to that manager’s voice-messaging service.


            Note

            This feature does not apply to calls that you have placed or received on one of your own phone lines. It applies only to calls on your manager’s proxy line.

            To send the selected call:

            Procedure
              Step 1   Select one of these options:
              • Click the Transfer to Voice Mail call-control button.
              • Right-click on the call and choose Transfer to Voicemail from the popup menu.
              • From the menu bar, choose Call > Transfer to Voicemail.
              • Use the associated keyboard shortcut.
              Step 2   You can also perform this task from your Cisco Unified IP Phone. Answer the call and then press the TrnsfVM softkey on your Cisco Unified IP Phone to transfer the manager’s call to the voice-messaging service.