Call Control
In SCV, if the agent is in a call, the presence does not change in Omni, but the capacity is on 100%. This means that no other Omni tasks are routed to the agent.
Incoming Call
To be able to receive a routed incoming call, the agent state must be Available
.
Direct calls to an agent are possible when agents are in both Available
or Busy
states.
Outgoing Call
b+s Connects for Service Cloud Voice provides several ways to initiate an outgoing call.
The b+s Connects for Service Cloud Voice solution automatically removes all characters except numbers, hashtags (#), asterisks (*), commas (,) and leading plus signs (+). It also removes the first occurrence of (0).
The CRM Administrator can configure additional dialing rules that can alter the dialed number further. For more information, please contact your CRM Administrator.
Enter a phone number to make a new outgoing call
- Enter the phone number of the person / company to be called (including any dial prefix necessary)
- Press the Call button
Initiate an outgoing call from Salesforce (Click-to-dial)
Clicking on a phone number field within Salesforce will initiate a new outgoing call or a consultation call if there is already an active call.
Consultation Call
The following table shows how to initiate a consultation call. Consultation calls are used to consult with a coworker or supervisor while keeping the customer call on hold.
When consulting a queue, the call might not be displayed right away. If no agent is available, the call stays in the queue. It's only displayed when the consultation call is routed to an agent.
Controls | Description |
---|---|
Press the Add Caller button | |
![]() | Either select one of your contacts and click the Call button ... |
![]() | ... or open the Keypad and enter a phone number to call |
Blind Transfer
Blind Transfers are used to directly transfer a customer to a coworker or supervisor. When calls are transferred directly, customers will hear the call ring prior to the coworker / supervisor accepting the call.
Controls | Description |
---|---|
Press the Blind Transfer button | |
![]() | Either select one of your contacts and click the Call button ... |
![]() | ... or open the Keypad and enter a phone number to call |
It is not possible to directly transfer calls to agents that are in status Busy
. The transfer will be forwared to the agent's device and not displayed in the Omni-Widget.
Warm Transfer
In order to transfer a customer to the consulted coworker / supervisor, it is necessary to first place a consultation call. When transferring to a consulted coworker / supervisor, customers will not have to wait for the call to be accepted by the consulted party.
Controls | Description |
---|---|
Press the Leave Call button |
Conference
In order to start a conference with the customer and the consulted coworker / supervisor, it is necessary to first place a consultation call.
Controls | Description |
---|---|
Press the Merge button |
Leave / End Conference Call
The End Call
button can be used to leave the conference call.
The X
button can be used to end the conference call for all participants. If the call is ended for all participants, only the agent who created the conference will be in Wrap-Up
state.
Wrap-Up
The state Wrap-Up
provides extra time to finish work after a call has ended. If Wrap-Up
is not configured for your agent in Cisco, the Voice Call record is closed directly after the call has ended.
To end Wrap-Up
, the Voice Call record may be closed or the Omni-Channel state may be changed.
Key Pad
By clicking on the Key pad
button, a number pad is shown on the agent's Omni-Widget. It is only available during active incoming or outgoing calls and is meant to send DTMF tones.
Note that the key pad cannot be used to initiate new calls and it is not possible to delete numbers that have already been sent.
Call Recording
Call recording allows calls to be recorded and stored for future quality assurance. When call recording is set up and activated for you and a call is active, an additional call control button is displayed at the bottom of the Omni-Widget.
The red dot next to the phone number or customer name indicates that the recording is running. The red Recording
button can be clicked to pause it.
The call recording is paused when the red dot next to the phone number or customer name is hidden and the Record
button at the bottom is displayed. To resume the recording, click the Record
button.
Phone Contact Search for Add Caller or Blind Transfer
When adding a caller to an established call with Add Caller
or when Blind transferring the call
with Blind transfer
, a list of all agents in your team
and the state those agents are in will be visible in addition to a queue and entry point list.
The list can be searched by Name
, State
or Phone Number
.
For more information about Phone Contact Search and Consultation Calls please consult the official Salesforce Documentation
Phone Contact Search for Outgoing Calls
The agent can select entries from the WxCC address book to initiate outgoing calls. Calling an agent, queue or Entry Point is not possible.
Controls | Description |
---|---|
Press the Phone Book icon | |
Then select one of your contacts and click the Call button ... |