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Amtelco Customer Webinar



Contact Based Architecture –
Including Scheduling, Dispatching,
     Directories, Web Services
     What’s In It For Me?
Amtelco Customer Webinar



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.
INTELLIGENT SERIES
     What 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 Directory
    IS Directory Contacts (phone, paging, email, sms)
    IS Directory On-Call Scheduling
    IS Appointment Scheduling (optional add-on)
    IS Web Services (optional add-on)
INTELLIGENT SERIES
 Introducing Contact Based Architecture.

More and more sites are migrating to the
      Contact Based Architecture.

  Contact Based Architecture shifts from
account and instruction based messaging,
dispatching, and scheduling to contact and
 script based messaging, dispatching, and
               scheduling.
INTELLIGENT SERIES
    Teleplex has adopted Contact Based
    Architecture for their Messaging and
Dispatching model. Doug Robbins had this to
     say about what Teleplex is doing.
  “We have 400 accounts on contact dispatch. We
    have another 300 getting ready to swing ….

   We are a big fan of contact dispatch. We have
  improved operator call processing time, we have
reduced error rates, the web on call has been a great
enhancement. We find Infinity IS to be an extremely
  powerful tool beyond our wildest expectations. “
INTELLIGENT SERIES
 ACT Teleservices has adopted Contact Based
     Architecture for their Messaging and
  Dispatching model. Sean Hough had this to
         say about what ACT is doing.
  “We have approximately 1850 accounts currently
  using IS dispatch functions, with about 250 more
  scheduled by the end of March, and thousands of
          accounts to go in the longer term.

   A good portion of these incorporate automated
 dispatch functions, which involve no input from the
operator. We are constantly researching new ways to
       further automate dispatch procedures.”
INTELLIGENT SERIES
    Getting Started With Contact Based
               Architecture.

The biggest challenge with Contact Based
Architecture is making the commitment to
       change and getting started.

Lets review how Contact Based Architecture
                 works…
INTELLIGENT SERIES
 IS Directory is the foundation of Contact
            Based Architecture.

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…
INTELLIGENT SERIES
Build up the IS Directory information using
             the IS Supervisor.
INTELLIGENT SERIES
Enter all information about client employees in
 their listing, include contact info and status.
INTELLIGENT SERIES
Automate IS Directory updates using the IS
        Directory Transformer.
INTELLIGENT SERIES
Link scripts with IS Directories to automatically
       retrieve contacts for dispatching.
INTELLIGENT SERIES
 Update your Scripts for Contact Dispatching.
        This is actually quite simple.


Script Elements related to Contact
Dispatching:
  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)
INTELLIGENT SERIES
Scheduling is another key element of the IS
       Contact Based Architecture.


On-Call Scheduling
Web Scheduling
Appointment Scheduling
INTELLIGENT SERIES
 IS Directory On-Call Scheduling
  Offer Operator and Web Based
   On-Call Scheduling services.
INTELLIGENT SERIES
IS Directory On-Call eliminates duplicate data
    entry and adds more structure to your
                 schedules.




                        Define shifts and specify
                        required coverage using
                       Roles. Any listings enabled
                       for the Role are eligible to
                             cover the shift.
INTELLIGENT SERIES
 New v5.6 On-Call Coverage Checker that alerts
schedule administrators about unassigned shifts
   and reminds people about their assigned
                   coverage.




                                 Inc
                               add luded
                                   itio     at n
                                       nal       o
                                           cos
                                               t!
INTELLIGENT SERIES
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
Link Scripting with On-Call Schedules to
automate retrieval of on-call personnel.
INTELLIGENT SERIES
Initiate dispatches to on-call personnel from
                 your scripts.
INTELLIGENT SERIES
View messages using the Combo Checkin Screen
  showing IS and Infinity Msg Index with Voice
        Messages and a Special count.
INTELLIGENT SERIES
   Take 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
INTELLIGENT SERIES
Enable your scripts for web scripting with one
                     click.
INTELLIGENT SERIES
Design your scripts for public access with an
   option to ask for operator assistance.
INTELLIGENT SERIES
Design scripts for IS Web on-call paging or
       client information updates.
INTELLIGENT SERIES
Web enable On-Call Schedules. Allow your
clients to view and update their schedules.
INTELLIGENT SERIES
Allow contact based clients to see their own
            web home screen.
INTELLIGENT SERIES
Allow contact based clients to retrieve
        messages via the web.
INTELLIGENT SERIES
Allow contact based clients to run IS reports via
                  the web.
NEW APPLICATIONS
      iPhone Application miOncall
Provide your clients with a mobile option for
  viewing and managing on-call schedules.
INTELLIGENT SERIES
 IS Directory Appointment Scheduling
Offer Operator and Web Based Appointment
 Scheduling for your contact based clients.
INTELLIGENT SERIES
Link your scripts with appointment schedules,
      pass script info into the schedule.
INTELLIGENT SERIES
Launch the selected schedule and book your
               appointment.
INTELLIGENT SERIES
Search for booked appointments by contact to
      allow rescheduling or cancelling.
INTELLIGENT SERIES
Copy booked, rescheduled, and cancelled
appointment data back into the message.
INTELLIGENT SERIES
Sync on-call and appointment calendars with
              Outlook calendars.
INTELLIGENT SERIES
        Contact Based Architecture.


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

Gary Kerner has some closing comments for
                   us.
Thank You!
Thank You!



For additional information visit
       www.1call.com

  You can contact us directly at
info@1call.com or 800-225-6035

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Amtelco June 2010 webinar on Infinity Contact-Based Architecture New

  • 1. Amtelco Customer Webinar Contact Based Architecture – Including Scheduling, Dispatching, Directories, Web Services What’s In It For Me?
  • 2. Amtelco Customer Webinar 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.
  • 3. INTELLIGENT SERIES What 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 Directory IS Directory Contacts (phone, paging, email, sms) IS Directory On-Call Scheduling IS Appointment Scheduling (optional add-on) IS Web Services (optional add-on)
  • 4. INTELLIGENT SERIES Introducing Contact Based Architecture. More and more sites are migrating to the Contact Based Architecture. Contact Based Architecture shifts from account and instruction based messaging, dispatching, and scheduling to contact and script based messaging, dispatching, and scheduling.
  • 5. INTELLIGENT SERIES Teleplex has adopted Contact Based Architecture for their Messaging and Dispatching model. Doug Robbins had this to say about what Teleplex is doing. “We have 400 accounts on contact dispatch. We have another 300 getting ready to swing …. We are a big fan of contact dispatch. We have improved operator call processing time, we have reduced error rates, the web on call has been a great enhancement. We find Infinity IS to be an extremely powerful tool beyond our wildest expectations. “
  • 6. INTELLIGENT SERIES ACT Teleservices has adopted Contact Based Architecture for their Messaging and Dispatching model. Sean Hough had this to say about what ACT is doing. “We have approximately 1850 accounts currently using IS dispatch functions, with about 250 more scheduled by the end of March, and thousands of accounts to go in the longer term. A good portion of these incorporate automated dispatch functions, which involve no input from the operator. We are constantly researching new ways to further automate dispatch procedures.”
  • 7. INTELLIGENT SERIES Getting Started With Contact Based Architecture. The biggest challenge with Contact Based Architecture is making the commitment to change and getting started. Lets review how Contact Based Architecture works…
  • 8. INTELLIGENT SERIES IS Directory is the foundation of Contact Based Architecture. 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…
  • 9. INTELLIGENT SERIES Build up the IS Directory information using the IS Supervisor.
  • 10. INTELLIGENT SERIES Enter all information about client employees in their listing, include contact info and status.
  • 11. INTELLIGENT SERIES Automate IS Directory updates using the IS Directory Transformer.
  • 12. INTELLIGENT SERIES Link scripts with IS Directories to automatically retrieve contacts for dispatching.
  • 13. INTELLIGENT SERIES Update your Scripts for Contact Dispatching. This is actually quite simple. Script Elements related to Contact Dispatching: 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)
  • 14. INTELLIGENT SERIES Scheduling is another key element of the IS Contact Based Architecture. On-Call Scheduling Web Scheduling Appointment Scheduling
  • 15. INTELLIGENT SERIES IS Directory On-Call Scheduling Offer Operator and Web Based On-Call Scheduling services.
  • 16. INTELLIGENT SERIES IS Directory On-Call eliminates duplicate data entry and adds more structure to your schedules. Define shifts and specify required coverage using Roles. Any listings enabled for the Role are eligible to cover the shift.
  • 17. INTELLIGENT SERIES New v5.6 On-Call Coverage Checker that alerts schedule administrators about unassigned shifts and reminds people about their assigned coverage. Inc add luded itio at n nal o cos t!
  • 18. INTELLIGENT SERIES On-call administrators receive automated emails with information about the unassigned shifts and a link to go to the schedule to update it.
  • 19. INTELLIGENT SERIES Link Scripting with On-Call Schedules to automate retrieval of on-call personnel.
  • 20. INTELLIGENT SERIES Initiate dispatches to on-call personnel from your scripts.
  • 21. INTELLIGENT SERIES View messages using the Combo Checkin Screen showing IS and Infinity Msg Index with Voice Messages and a Special count.
  • 22. INTELLIGENT SERIES Take 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
  • 23. INTELLIGENT SERIES Enable your scripts for web scripting with one click.
  • 24. INTELLIGENT SERIES Design your scripts for public access with an option to ask for operator assistance.
  • 25. INTELLIGENT SERIES Design scripts for IS Web on-call paging or client information updates.
  • 26. INTELLIGENT SERIES Web enable On-Call Schedules. Allow your clients to view and update their schedules.
  • 27. INTELLIGENT SERIES Allow contact based clients to see their own web home screen.
  • 28. INTELLIGENT SERIES Allow contact based clients to retrieve messages via the web.
  • 29. INTELLIGENT SERIES Allow contact based clients to run IS reports via the web.
  • 30. NEW APPLICATIONS iPhone Application miOncall Provide your clients with a mobile option for viewing and managing on-call schedules.
  • 31. INTELLIGENT SERIES IS Directory Appointment Scheduling Offer Operator and Web Based Appointment Scheduling for your contact based clients.
  • 32. INTELLIGENT SERIES Link your scripts with appointment schedules, pass script info into the schedule.
  • 33. INTELLIGENT SERIES Launch the selected schedule and book your appointment.
  • 34. INTELLIGENT SERIES Search for booked appointments by contact to allow rescheduling or cancelling.
  • 35. INTELLIGENT SERIES Copy booked, rescheduled, and cancelled appointment data back into the message.
  • 36. INTELLIGENT SERIES Sync on-call and appointment calendars with Outlook calendars.
  • 37. INTELLIGENT SERIES Contact Based Architecture. Contact Based Architecture is the foundation everything we have seen today. Gary Kerner has some closing comments for us.
  • 39. Thank You! For additional information visit www.1call.com You can contact us directly at info@1call.com or 800-225-6035