If you wish to use a Bria softphone or upload audio recordings, you must know the 8x8 Contact Center cluster URLs that your tenant is operating on. You can extract the cluster information once you log in to Agent Console or Admin Console by looking at the URL in your browser.
For example, vcc-na12x.8x8.com
Platform Login URLs FTP SIP Proxy
NA1 –P5/P6 (US-West) 
  • https://login.8x8.com (For Unified Login)
  • https://vcc-na1.8x8.com/AGUI/login.php
  • https://vcc-na1.8x8.com/CM/login.php 
vcc-ftps-us1.8x8.com  vcc-sip-us1.8x8.com 
NA2 –P7/P8 (US-West) 
  • https://login.8x8.com (For Unified Login)
  • https://vcc-na2.8x8.com/AGUI/login.php
  • https://vcc-na2.8x8.com/CM/login.php 
vcc-ftps-us1.8x8.com  vcc-sip-us1.8x8.com 
NA3 –P9/P10 (US-West) 
  • https://login.8x8.com (For Unified Login)
  • https://vcc-na3.8x8.com/AGUI/login.php
  • https://vcc-na3.8x8.com/CM/login.php 
vcc-ftps-us1.8x8.com  vcc-sip-us1.8x8.com 
NA4 –P11/P12 (US-West) 
  • https://login.8x8.com (For Unified Login)
  • https://vcc-na4.8x8.com/AGUI/login.php
  • https://vcc-na4.8x8.com/CM/login.php 
vcc-ftps-us1.8x8.com  vcc-sip-us1.8x8.com 
NA5 –P13/P14 (US-West) 
  • https://login.8x8.com (For Unified Login)
  • https://vcc-na5.8x8.com/AGUI/login.php
  • https://vcc-na5.8x8.com/CM/login.php 
vcc-ftps-us1.8x8.com  vcc-sip-us1.8x8.com 
NA6 –P15/P16 (US-West) 
  • https://login.8x8.com (For Unified Login)
  • https://vcc-na6.8x8.com/AGUI/login.php
  • https://vcc-na6.8x8.com/CM/login.php 
vcc-ftps-us1.8x8.com  vcc-sip-us1.8x8.com 
NA7 –P17/P18 (US-East) 
  • https://login.8x8.com (For Unified Login)
  • https://vcc-na7.8x8.com/AGUI/login.php
  • https://vcc-na7.8x8.com/CM/login.php 
vcc-ftps-us2.8x8.com  vcc-sip-us2.8x8.com 
NA8 –P19/P20 (US-East) 
  • https://login.8x8.com (For Unified Login)
  • https://vcc-na8.8x8.com/AGUI/login.php
  • https://vcc-na8.8x8.com/CM/login.php 
vcc-ftps-us2.8x8.com  vcc-sip-us2.8x8.com 
NA9 –P21/P22 (US-East) 
  • https://login.8x8.com (For Unified Login)
  • https://vcc-na9.8x8.com/AGUI/login.php
  • https://vcc-na9.8x8.com/CM/login.php 
vcc-ftps-us2.8x8.com  vcc-sip-us2.8x8.com 
NA10 –P23/P24 (US-East) 
  • https://login.8x8.com (For Unified Login)
  • https://vcc-na10.8x8.com/AGUI/login.php
  • https://vcc-na10.8x8.com/CM/login.php 
vcc-ftps-us2.8x8.com  vcc-sip-us2.8x8.com 
NA11 –P25/P26 (US-West) 
  • https://login.8x8.com (For Unified Login)
  • https://vcc-na11.8x8.com/AGUI/login.php
  • https://vcc-na11.8x8.com/CM/login.php 
vcc-ftps-us1.8x8.com  vcc-sip-us1.8x8.com 
NA12 –P27/28 (US-West)
  • https://login.8x8.com (For Unified Login)
  • https://vcc-na12.8x8.com/AGUI/login.php
  • https://vcc-na12.8x8.com/CM/login.php
vcc-ftps-us1.8x8.com vcc-sip-us1.8x8.com
NA13 - P29/30 (US-West)
  • https://login.8x8.com (For Unified Login)
  • https://vcc-na13.8x8.com/AGUI/login.php
  • https://vcc-na13.8x8.com/CM/login.php
vcc-ftps-us1.8x8.com vcc-sip-us1.8x8.com
NA14 - P31/32 (US-West)
  • https://login.8x8.com (For Unified Login)
  • https://vcc-na14.8x8.com/AGUI/login.php
  • https://vcc-na14.8x8.com/CM/login.php
vcc-ftps-us1.8x8.com vcc-sip-us1.8x8.com
NA15 - P34/35 (US-West)
  • https://login.8x8.com (For Unified Login)
  • https://vcc-na15.8x8.com/AGUI/login.php
  • https://vcc-na15.8x8.com/CM/login.php
vcc-ftps-us1.8x8.com vcc-sip-us1.8x8.com
NA17 –P37/38 (US-East)
  • https://login.8x8.com (For Unified Login)
  • https://vcc-na17.8x8.com/AGUI/login.php
  • https://vcc-na17.8x8.com/CM/login.php
vcc-ftps-us2.8x8.com vcc-sip-us2.8x8.com
NA18 –P39/P40 (US-East)
  • https://login.8x8.com (For Unified Login)
  • https://vcc-na18.8x8.com/AGUI/login.php
  • https://vcc-na18.8x8.com/CM/login.php
vcc-ftps-us2.8x8.com vcc-sip-us2.8x8.com
NA19 –P41/P42 (US-East)
  • https://login.8x8.com (For Unified Login)
  • https://vcc-na19.8x8.com/AGUI/login.php
  • https://vcc-na19.8x8.com/CM/login.php
vcc-ftps-us2.8x8.com vcc-sip-us2.8x8.com
NA20 –P43/P44 (US-East)
  • https://login.8x8.com (For Unified Login)
  • https://vcc-na20.8x8.com/AGUI/login.php
  • https://vcc-na20.8x8.com/CM/login.php
vcc-ftps-us2.8x8.com vcc-sip-us2.8x8.com
NA27 - P37/38 (US-East)
  • https://login.8x8.com (For Unified Login)
  • https://vcc-na27.8x8.com/AGUI/login.php
  • https://vcc-na27.8x8.com/CM/login.php
vcc-ftps-us2.8x8.com vcc-sip-us2.8x8.com
NA28 - P39/40 (US-East)
  • https://login.8x8.com (For Unified Login)
  • https://vcc-na28.8x8.com/AGUI/login.php
  • https://vcc-na28.8x8.com/CM/login.php
vcc-ftps-us2.8x8.com vcc-sip-us2.8x8.com
NA29 - P41/42 (US-East)
  • https://login.8x8.com (For Unified Login)
  • https://vcc-na29.8x8.com/AGUI/login.php
  • https://vcc-na29.8x8.com/CM/login.php
vcc-ftps-us2.8x8.com vcc-sip-us2.8x8.com
NA30- P43/44 (US-East)
  • https://login.8x8.com (For Unified Login)
  • https://vcc-na30.8x8.com/AGUI/login.php
  • https://vcc-na30.8x8.com/CM/login.php
vcc-ftps-us2.8x8.com vcc-sip-us2.8x8.com
SB1 –P1/P2 (US-West, Sandbox)
  • https://login.8x8.com (For Unified Login)
  • https://vcc-sb1.8x8.com/AGUI/login.php
  • https://vcc-sb1.8x8.com/CM/login.php
vcc-ftps-us1.8x8.com vcc-sip-us1.8x8.com
CA1 –P1/P2 (Canada)
  • https://login.8x8.com (For Unified Login)
  • https://vcc-ca1.8x8.com/AGUI/login.php
  • https://vcc-ca1.8x8.com/CM/login.php
vcc-ftps-ca1.8x8.com  vcc-sip-sk1.8x8.com
CA2 –P3/P4 (Canada)
  • https://login.8x8.com (For Unified Login)
  • https://vcc-ca2.8x8.com/AGUI/login.php
  • https://vcc-ca2.8x8.com/CM/login.php
vcc-ftps-ca1.8x8.com vcc-sip-sk1.8x8.com
EU2 –P3/P4 (Europe2)
  • https://login.8x8.com (For Unified Login)
  • https://vcc-eu2.8x8.com/AGUI/login.php
  • https://vcc-eu2.8x8.com/CM/login.php
vcc-ftps-uk2.8x8.com vcc-sip-uk2.8x8.com
EU3 –P5/P6 (Europe2)
  • https://login.8x8.com (For Unified Login)
  • https://vcc-eu3.8x8.com/AGUI/login.php
  • https://vcc-eu3.8x8.com/CM/login.php
vcc-ftps-uk2.8x8.com vcc-sip-uk2.8x8.com
EU4 –P7/P8 (Europe3)
  • https://login.8x8.com (For Unified Login)
  • https://vcc-eu4.8x8.com/AGUI/login.php
  • https://vcc-eu4.8x8.com/CM/login.php
vcc-ftps-uk3.8x8.com vcc-sip-uk3.8x8.com
EU5 –P9/P10 (Europe3)
  • https://login.8x8.com (For Unified Login)
  • https://vcc-eu5.8x8.com/AGUI/login.php
  • https://vcc-eu5.8x8.com/CM/login.php
vcc-ftps-uk3.8x8.com vcc-sip-uk3.8x8.com
EU6 –P11/P12 (Europe3)
  • https://login.8x8.com (For Unified Login)
  • https://vcc-eu6.8x8.com/AGUI/login.php
  • https://vcc-eu6.8x8.com/CM/login.php
vcc-ftps-uk3.8x8.com vcc-sip-uk3.8x8.com
EU7 –P13/P14(Europe3)
  • https://login.8x8.com (For Unified Login)
  • https://vcc-eu7.8x8.com/AGUI/login.php
  • https://vcc-eu7.8x8.com/CM/login.php
vcc-ftps-uk3.8x8.com vcc-sip-uk3.8x8.com
EU8 - P15/P16 (Europe3)
  • https://login.8x8.com (For Unified Login)
  • https://vcc-eu8.8x8.com/AGUI/login.php
  • https://vcc-eu8.8x8.com/CM/login.php
vcc-ftps-uk3.8x8.com vcc-sip-uk3.8x8.com
EU9 - P17/P18 (Europe3)
  • https://login.8x8.com (For Unified Login)
  • https://vcc-eu9.8x8.com/AGUI/login.php
  • https://vcc-eu9.8x8.com/CM/login.php
vcc-ftps-uk3.8x8.com vcc-sip-uk3.8x8.com
EU10 - P19/P20 (Europe3)
  • https://login.8x8.com (For Unified Login)
  • https://vcc-eu10.8x8.com/AGUI/login.php
  • https://vcc-eu10.8x8.com/CM/login.php
vcc-ftps-uk3.8x8.com vcc-sip-uk3.8x8.com
EU11 - P21/P22 (Europe3)
  • https://login.8x8.com (For Unified Login)
  • https://vcc-eu11.8x8.com/AGUI/login.php
  • https://vcc-eu11.8x8.com/CM/login.php
vcc-ftps-uk3.8x8.com vcc-sip-uk3.8x8.com
EU12- P23/P24 (Europe3)
  • https://login.8x8.com (For Unified Login)
  • https://vcc-eu12.8x8.com/AGUI/login.php
  • https://vcc-eu12.8x8.com/CM/login.php
vcc-ftps-uk3.8x8.com vcc-sip-uk3.8x8.com
AP1 –P1/P2 (Asia Pacific)
  • https://login.8x8.com (For Unified Login)
  • https://vcc-ap1.8x8.com/AGUI/login.php
  • https://vcc-ap1.8x8.com/CM/login.php
vcc-ftps-hk1.8x8.com vcc-sip-hk1.8x8.com
AU1 –P1/P2 (Australia)
  • https://login.8x8.com (For Unified Login)
  • https://vcc-au1.8x8.com/AGUI/login.php
  • https://vcc-au1.8x8.com/CM/login.php
vcc-ftps-sy1.8x8.com vcc-sip-sy1.8x8.com
AU2 –P1/P2 (Australia)
  • https://login.8x8.com (For Unified Login)
  • https://vcc-au2.8x8.com/AGUI/login.php
  • https://vcc-au2.8x8.com/CM/login.php
vcc-ftps-sy1.8x8.com vcc-sip-sy1.8x8.com
BC1 –P1/P2 (Bell Canada Ontario)
  • https://login.8x8.com (For Unified Login)
  • https://odcc1.bell.ca/AGUI/login.php
  • https://odcc1.bell.ca/CM/login.php
ftps.on.odcc.bell.ca odcc-sip-on1.bell.ca
BC2 –P3/P4 (Bell Canada Ontario)
  • https://login.8x8.com (For Unified Login)
  • https://odcc2.bell.ca/AGUI/login.php
  • https://odcc2.bell.ca/CM/login.php
ftps.on.odcc.bell.ca odcc-sip-on1.bell.ca

Objective

Accessing agent call recordings in $${vcc}.

Applies To

  • $${vcc}
  • Call Recordings

Procedure

Configuration Manager for Contact Center administrators can use any secure FTP client to download agents' recorded calls from the tenant. You can determine the percentage of the automatic call recording via Agents > Phone.

Configure a Secure FTP Client

You can use any secure FTP client to download agents recorded calls. The following third-party FTP clients are available for download at no charge:
The following summarizes the secure FTP configuration requirements for an FTP client to access the audio files directory on your tenant:
  • Host Name:
    • US-West <vcc-ftps-us1.8x8.com>
    • US-East <vcc-ftps-us2.8x8.com>
    • Canada <vcc-ftps-ca1.8x8.com>
    • United Kingdom UK2 <vcc-ftps-uk2.8x8.com>
    • United Kingdom UK3 <vcc-ftps-uk3.8x8.com>
  • Username: The Tenant Name listed in Home > Profile > Tenant Name.
  • Password: The password you entered in Home > Profile > SFTP Password.

Using FileZilla to Download Audio Files

The following figure illustrates the FileZilla 3 settings used to connect to the Contact Center Configuration Manager agent recording directory.
Refer to the above instructions for information about the User and Password text entry areas in your FileZilla Site Manager.

Using Core FTP LE to Download Audio Files

The following figure illustrates the Core FTP LE 2 settings used to connect to the Contact Center Configuration Manager agent recordings directory.
Refer to the above instructions for information about the User and Password text entry areas in your Core FTP LE 2 Site Manager.

Browse and Locate Recording Files

You can browse and locate your contact center's recorded calls stored under your tenant directory. Your 8x8 Contact Center tenant saves and stores each day's recording files in a time-stamped directory named Syyyymmdd, where yyyy specifies the year, mm specifies the month, and dd specifies the day. In addition, a date-stamped index file is generated at the local tenant time between 12 AM and 1 AM at the end of each day. Each index file contains metadata about the call recordings.
At the root level, the tenant directory contains:
  • An Index directory which contains one or more date-stamped, comma-separated values (CSV) index files named Iyyyymmdd.csv, where I indicates index.
  • Time-stamped sub-directories grouped by day. Each sub-directory contains one or more time-stamped WAV audio files and index files with metadata about the audio files. Audio files are named Ryyyymmddttttttssss.wav, where R indicates recording, and the timestamp includes the date (yyyymmdd) and 24-hour Coordinated Universal Time (UTC) tttttt when the file was recorded by hour, minute and second, and ssss indicates a sequence to differentiate multiple files recorded at the same second. The directory structure of call recordings may be represented as follows:
Note: The filenames and sub-directory names are time stamped by UTC and not by the local tenant time.

Locating Local Call Recordings

Locating your recorded calls requires understanding the time difference between your local tenant time and UTC. For example, if your tenant is located in the Pacific Daylight Time zone (PDT), you are behind the UTC by 7 hours. At 12 AM UTC, you local tenant time is 5 PM PDT.
To obtain recordings of your tenant for 06/06/2016, download recordings in subdirectories S20160606 and S20160607. The calls recorded after 5 PM PDT on 06/06 are stored under the sub-directory S20160607.
Note: The daily recording batch index file created between 00:00 and 01:00 local tenant time references calls in two different UTC daily sub-directories unless your local tenant time happens to be UTC.

Access the Index Files

  1. Double-click the Index directory. The directory consists of index files time-stamped by day. You may view or download the index files in the directory. Each CSV index file lists the following information about that day's agent recording files:

    Note: Index files for a specific day are stored under the relevant sub-directory as well as the index directory. Two types of index files exist. One file contains more details than the other.
 
  • CALL TYPE: Inbound Outbound, or Direct Agent Access call
  • START TIME, STOP TIME: Local Tenant Time at which the call was answered and terminated by the agent
  • AGENT NAME: Name of the agent who took the call
  • CUSTOMER NUMBER: Phone number associated with the customer
  • PHONE CHANNEL: Phone Channel number processing the call
  • CALLED NUMBER: A phone number to which a call was placed (applicable to outbound calls)
  • CASEID: Case number associated with the caller
  • DURATION: Duration of the phone call
  • FILENAME: Filename of the audio recording of the call
  • DIRECTORY: The sub-directory in which the audio recording of the call is stored
  • ACCOUNT: Account number associated with the caller
  • START TIME UTC: Time represented in UTC at which the call was answered by the agent
  • STOP TIME UTC: Time represented in UTC at which the call was terminated by the agent
  • QUEUE: Queue type indicates outbound or inbound queue
  • QUEUE NAME: Name of the queue the call was channelled to
  • TRANSACTION ID: Unique number that identifies the phone call
  • EXTERNAL VARIABLE 1&2: Data collected during the Interactive Voice Response
  • OUTDIAL CODE: Codes associated with outbound calls
  • WRAP UP CODE: Codes representing the call outcome
  1. Go to the specified directory and download the call recording files.
You can view the CSV index file in most spreadsheet programs, including Microsoft Excel or OpenOffice Calc.

Download Agent Call Recordings

You can download the index files and the call recordings by folders or by individual files.
  1. Select a directory, and right-click to open the menu.
  2. Select Download from the right-click menu. The SFTP client indicates a successful transfer.
  3. To play downloaded call recordings, select a WAV file, and double-click to play the recording.

Contact Center Call Recording Storage Limits

File size is unlimited, however the length of time recordings are stored is limited by the storage package you have purchased.
The default storage limit for Contact Center call recordings is 10 days. Storage packages can be purchased that allow for 40 days of retention, up to 400 days of retention, per agent, per line.

Question

How does call recording work in $${vcc}?

Applies To

  • $${vcc}
  • Call Recording

Answer

There are three places to configure call recording for $${vcc}.

Queue Level (Inbound and Outbound)

Agent Level

IVR Level

Behaviour

  • Today if Queue config or Agent config is set to record 100% it will record: (aka. recording setting take precedence)
  • Today a call will be recorded up to the moment that we have an agent in the call
  • When a new queue is created all recordings are defaulted to 0%
  • When a new agent is created all recordings are defaulted to 0%
  • IVR configuration overwrites Agent/Queue configuration
    • IVR configuration will be valid just during the interactions that passed through a recording node
  • If a number, that is on the DTMF black-list, is been dialed from/to all recording settings will be ignored and no recording will happen

Scenarios

Let’s assume the following configuration - no queued call.
  • Agent1 configured to (0% recorded)
  • Agent2 configured to (100% recorded)
  • Rule of thumb: any setting to record will take precedence over not record.
Scenario 1 - no queued call
Agent2 is on a call with the customer - 100% been recorded
Agent2 warm transfer to Agent1 - as soon as Agent2 left the call we should stop the recording
Scenario 2 - no queued call
Agent1 is on a call with the customer - 0% been recorded
Agent1 warm transfer to Agent2, as soon as Agent2 answers the call, it should be recorded
Scenario 3 - no queued call
Conference scenarios, if we any an agent (with 100% recording) and join/starts a conference it should have started the recording
Now let’s mix that with queue config - queue 0%.
  • Inbound interactions coming into queueA that is configured to (0% recorded)
  • Agent1 configured to (0% recorded)
  • Agent2 configured to (100% recorded)
  • Rule of thumb: any setting to record will take precedence over not record.
Scenario 1 - queued call
Agent2 is on a call with the customer - 100% been recorded (because of agent config)
Agent2 warm transfer to Agent1 - as soon as Agent2 leave the call we should stop the recording
Scenario 2 - queued call
Agent1 is on a call with the customer - 0% been recorded (no queue or agent set to record)
Agent1 warm transfer to Agent2 - as soon as Agent2 join the call we should start the recording
Scenario 3 - queued call
Conference scenarios originated by queueA will not be recorded until we have an agent participating in the conference with positive recording configs.
Now let’s mix that with queue config - queue 100%.
  • Inbound interactions coming into queueA that is configured to (100% recorded)
  • Agent1 configured to (0% recorded)
  • Agent2 configured to (100% recorded)
  • Rule of thumb: any setting to record will take precedence over not record.
Scenario 1 - queued call
Agent2 is on a call with the customer - 100% been recorded (because of queue config and agent)
Agent2 warm transfer to Agent1 - 100% been recorded (queue originated was 100%)
Scenario 2 - queued call
Agent1 is on a call with the customer - 100% been recorded (because of queue config)
Agent1 warm transfer to Agent2 - 100% been recorded (queue originated was 100% and agent)
Scenario 3 - queued call
Conference scenarios that were originated by queueA will be 100% recorded.
Now let’s mix that with IVR configs
  • Inbound interactions coming into queueA that is configured to (0% recorded)
  • Agent1 configured to (0% recorded)
  • Agent2 configured to (100% recorded)
  • IVR node saying 100% is recorded
  • Rule of thumb: IVR node overwrites all agent/queue config
Scenario 1
Inbound call via queueA
Agent2 is on a call with the customer - 100% recorded because IVR config
Agent2 warm transfer to Agent1 - 100% recorded because IVR config
Scenario 2
Agent1 is on a call with the customer - 100% because IVR config
Agent1 warm transfer to Agent2 - 100% recorded because IVR config
Scenario 3
Conference scenarios that was originated by an inbound queue from queueA - 100% recorded because IVR config

Question

What type of reports are there for Campaigns in 8x8 Contact Center?

Applies To

  • $${vcc}

Answer

All campaigns utilize an outbound queue and agents so you can also use the usual queue/agents real-time/historical reports.

8x8 has three campaign-specific reports.
Campaign Details is a high-level view of all campaigns.
Campaign Record Details is a detailed view (per campaign) that looks at all customers dialed.
Campaign Transaction Details the last report will show all calls made to all customers.

Objective

Blocking unwanted calls in 8x8 Contact Center.

Applies To

  • 8x8 Contact Center
  • Configuration Manager for Contact Center

Procedure

There are three steps that need to be completed to block calls in 8x8 Contact Center
  1. Create or edit a custom Customer Field to flag phone numbers to block.
  2. Create a Phone Script to recognize and end calls from customers with the blocked number flag set.
  3. Create or edit a Customer Record with the phone number to block, and the blocked number flag set.

Create a Custom Customer Field for Blocked Numbers

  1. In Configuration Manager for Contact Center, go to CRM > Fields > Customer Fields.
  2. Click + to add a Customer Field.
  3. For the Data Type, select Pick List.
  4. Enter the following values:
    • Field Name: numberblocking
    • Display Label: Blocked Numbers
  5. From the Pick List Values drop-down, select Edit Pick List Values.
  6. Click + Pick List Value. Do this twice for a total of two values.
  7. In the value column, name the default value Not Blocked and the second value Blocked.
  8. Click Save.

Create a Script to Block Callers with the Blocked Flag Set

Note: It is recommended that you create a copy of the existing script you want to change and edit that, rather than editing the original script.
  1. Go to Scripts. The Phone tab comes up by default.
  2. Click Add new phone script.
  3. Give the script a name and select the script you want to copy in the Copy script from drop-down.
  4. Click Save.
  5. Click Main IVR.
  6. Add the Check ANI script object and label it Check for Blocked Numbers.
  7. Click Contact Found, then Add, then add Check Picklist.
  8. Name the pick list Block Calls.
  9. Under Data to test, select the Blocked Numbers pick list you created.
  10. Under Select Operator, select Is equal to.
  11. Check the box next to Blocked.
  12. Click OK.
  13. In the IVR, click Matched, then Add, then add Hang Up.
  14. Click Save.

Create a Customer Record with the Number to Be Blocked

  1. Log into 8x8 Agent Workspace as an agent with the privileges to create and edit customers.
  2. Go to the Customers tab in the CRM panel.
  3. Click Search, then click Advanced.
  4. On the Advanced search page, search by Voice, then type in the phone number you wish to block, without spaces or dashes.
  5. If you find a customer record with the number to block, select that record and edit it, then proceed to Step 9.
  6. If you did not find the number you want to block, click + New Customer at the top right of the search results.
  7. Enter the required fields for the customer whose number you want to block. Note: A UK telephone number should save as E164 format, i.e., +44xxxxxxxxx.
  1. Set the custom pick list field for blocked numbers to Blocked.
  2. Click Save.

Objective

Route calls to a specific agent.

Applies To

  • 8x8 Contact Center
  • Configuration Manager for Contact Center
  • Extensions

Resolution

Use 8x8 Contact Center script Direct Agent Routing objects.

Adjust the Agents' Settings

  1. Log into Configuration Manager for Contact Center.
  2. Select Users/Agents.
  3. Edit the desired agent.
  4. On the Phone tab:
    • Select Enable in IVR
    • Select Enable agent voicemail
  5. Click Save.

Configure a DID Script

  1. Log into Configuration Manager for Contact Center.
  2. Select Scripts.
  3. Click Add new phone script.
  4. Name the script.
  5. Select Copy script from, select Agent DID script.
  6. Click Save.
  7. Under MainIVR, add Transfer to Agent.
  8. Note the options for Transfer to agent even if the status is.
    • Busy
    • On break
    • Working offline
    • Logged off
      clipboard_e4c316b9ad3fb43dcfc4645a64308b55c.png
  • If these options are selected, the call will be offered to the agent's even though the agent is Busy, On break, Working offline, or Logged off
  • If these options are not selected, then add call routing for them

Example

  1. Click Busy > Add.
  2. Insert Object > select Transfer to Agent Voice Mail.
  3. Fill in the Object tag as desired.
  4. Select either a Personal Invite or Impersonal Invite.
  5. Click OK.
  6. Repeat for the other options as desired.
    clipboard_ee38186feeca809aaac99bb561f45dfb2.png
  7. Set the script as the Default DID.
  8. In the Script list, select the radio button for Default DID for the script.
  9. Click Save.
    clipboard_ed8432e515bc9c095843fbc096c7aad86.png

Additional Information

See online documentation: Direct Agent Routing.

Objective

Set up a schedule for special events or holidays.

Applies To

  • 8x8 Contact Center
  • Configuration Manager for Contact Center
  • Schedules
  • Holidays
  • IVR
  • Auto Attendant

Procedure

There will likely be many planned, and unplanned, cultural holidays or events that you will need to adjust your Contact Center for.
You can easily set up a rule for a specific day, to open or close your phone lines between certain hours. If there are consecutive days you won't be around to make or take phone calls, you will need to add each individual day.
We need to set the exceptions for the holidays under Special Events and Holidays.
  1. Click Home within Configuration Manager for Contact Center.
  2. Select the Schedules tab.
  3. Create a schedule by clicking on Add Schedule or amend a current schedule by double-clicking on the schedule name or alternatively clicking on the Pencil icon.
  4. Within the setup for the Schedule, set your normal working hours under Weekly Schedule and then under Special Events and Holidays you can add your exceptions for the year, month, day etc.
    schedules_overview.png
    As special events are exceptions, the schedule will always follow the Weekly Schedule until the exception time starts and after the weekly time ends. This means if you want to open later than your Weekly Schedule you will be required to add a closed time slot into the exceptions to stop it opening as usual. See the examples of different scenarios below.
  5. Examples of setups needed in the special Events for different scenarios: 
    • Open 8-6, want to close for a special lunch on Friday 23rd December 16 (such as a Christmas Lunch):
      clipboard_e578220b5ad900038a6b8c5db86f1d724.png
    • You want to open earlier on a specific day - in this example wanted to open 1hr earlier on Monday 19th Dec 16: 
      clipboard_e4db78bb1663aa97505c4bd37c854f472.png
    • Want to open 2hrs later ie on a bank holiday Monday:
      clipboard_e4b075ec1626bcb7a06a01ab8da290416.png
    • Want to open later and close earlier on a bank holiday Monday: - 2 ways to do it: 
      First way (that is the clearest for all to read)
      clipboard_ea7196523bd68297c188ebd4855d050a2.png
    • Second way
      clipboard_efc022db7eaca9d953c09208101b4457c.png
    • Setting up Choices in place of closed or open will mean the schedule will follow the "choice" options on the scripts instead of closed or open.
  6. Once you have set your working hours and exceptions and given the schedule a name, click Save to exit the page. 
Note: If you have only amended the hours to close up early or set it to be closed then you do not need to go any further. However, if you have set a Choice #, read the next steps below.
If you set a Choice # for your Holiday, we now need to implement this into your script to follow the procedure you would like it to follow - to leave a voicemail or go to an external number, for example.
  1. Click on Scripts in Configuration Manager for Contact Center.
  2. Create a script by clicking on Add New Phone Script or amend a current script by double-clicking on the script. 
    • Note: to make it easier and avoid any confusion, we advise you add descriptions for the respective choices you have set in the Comment field box on the new window that appears when you double-click on the script name.
      script_properties.png

       
  3. The Script tab is where you can now go to implement the Choice # options associated with your schedule. You need to select the respective # (number) to link with the choice you set up within Special Events and Holidays.

    In this example, I will have it set to play a message that will inform the customer the business is now closed for the Christmas period and for them to leave a voicemail. This can be achieved by selecting either the Play (will play an audio file that was uploaded) or Say (will read out the text you entered) object and then adding the Forward to Voicemail Queue object.
    script_1.png
Note: you must have set up the Voicemail queue with agents assigned to it in order for your agents to listen to the voicemail recordings!
As you can see on the example script above, it is implementing Choice #1 from the Special Events and Holidays section. We have associated it to the Christmas period and set it that if a customer calls in on that day they will hear a message and then will be given the opportunity to leave a voicemail.

What happens to calls that come into the Contact Center if it's closed?

Calls that come into your center, while you have it set to "closed", e.g. Christmas Day, will hit the Default IVR option that you've set up in Scripts (Scripts > Phone > Script tab). An example of an IVR setup is below.
2019-03-05.png
In the above example, you can see that the DefaultTermination action is Hang Up. If you click on this IVR option a small popup window will appear asking what you would like to do with any calls hitting the IVR that result in this action (all of the calls coming in during your closed hours).
  • Hang Up - immediately hangup any calls entering the IVR queue.
  • Forward to Queue - pass calls to another queue to handle.
  • Forward to Voice Mail Queue - allow calls to go to voicemail.
  • Forward to External Number - forward your calls to an external number outside of your center.

Question

How are 8x8 Contact Center voice ports calculated?

Applies To

  • 8x8 Contact Center

Answer

Voice Ports are associated with interactions. For example - An inbound Call accepted by an agent counts as 1 Voice Port. So if for any interaction, a new Transaction ID is generated, it's another interaction.
Formula to Calculate Voice Ports for tenant
Concurrent Number of Seats x 4 + Additional Ports
Limiting check only considers:
  • Current queued-in and agent connected inbound calls
  • Agent/customer connected webcallbacks (ie: there can be 100s of scheduled webcallbacks and are not counted),
  • Agent to agent calls
  • Manual dials
It does NOT consider any queued outbound calls (in that queue of 50) as part of a campaign or any connected calls as part of a campaign.

Examples
  1. Suppose 10 inbound calls are in the queue, they are consuming 10 Voice Ports.
  2. These 10 calls are accepted by agents, they are still consuming 10 Voice Ports. Once they have completed the calls you are back to 0 Voice Ports consumed.
  3. Forward to External is never accepted by an agent - it will consume 1 Voice port for the full lifespan of the phone call.
  4. The call recording leg is not counted towards Voice Port.
  5. Outbound calls are never denied nor will they consume any port until answered.
  6. Campaign Calls are not counted towards Voice Ports.
  7. Scheduled webcallback isn't counted as Voice Port until connected.
  8. Dialer will not consume any Voice Port.
  9. eIVR call will not consume any Voice Port.
Example
Tenant X has 5 seats with no additional Ports
Hence Max Voice Ports. - 5x4+0 = 20
Example scenarios (assuming 20 Max Voice Ports):
  1. 20 Calls can enter and wait in the queue.
  2. 17 calls can enter and wait in the queue and 3 can be in the accepted state.
  3. 15 calls can wait in the queue and 5 can be in the accepted state.
  4. In any of the above scenarios, if one more inbound call comes in, the caller will get a fast busy tone.

Symptom

Agents are unable to receive calls or keep getting put on Break status.

Applies To

  • 8x8 Contact Center
  • Agents
  • Status

Resolution

Check Phone Number Configuration in My Profile

The agent's status must be in Work Offline to make changes to their settings. Agents using DID, PSTN, cell, or other landline phones must always have a '1' in front of their number in their profile. For example, 12223334444. If using an Eyebeam phone, change My Profile to use a cell phone number or other working landline phone and try a verification call and/or an outbound call.

Make a Direct Outbound Phone Call to the Agent

Using a cell phone or other working landline phone, try calling the agent's phone number they are using with the application.
  • If the call does not complete, then you will need to contact your local phone provider.
  • If you get the agent's voicemail, verify that the agent does not have the phone set to forward calls to voicemail or that the agent's vm and prompting timeout setting in the CM is set for a lower setting than the PBX voice mail setting. If this happens and you do not know how to clear the forward, you will need to contact your PBX/local provider.

Overview

Blended interactions allows the configuration of agents so they can be offered combinations of different media types, so based on the settings that an agent has applied, the system will offer them a combination of these types of media. 
In this guide, we will take you through the configuration for blended interactions, some different use cases, how you can report on them, and any current limitations.

Applies To

  • 8x8 Contact Center
  • Blended Interactions

Configuration

The section where you can configure this can be found Configuration Managerusers interactions.

Agent to agent chat 

This is the option that enables chat between agents.

Concurrent interactions 

Max concurrent digital interactions (between 1-6) - This is the maximum number of interactions an agent can have in their agent workspace panel at one time. Digital interactions include - (WebChat, ICA handover, WhatsApp, Chat Gateway, Facebook DM, SMS, Twitter).
NOTE: At the time of writing this document, in the platform you will see both digital interaction and chat interaction used at times, both of these mean the same thing and this will be changed in the platform for GA. When either chat or digital is used, it means the agent is accepting an interaction of any of the following (WebChat, ICA handover, WhatsApp, Chat Gateway, Facebook DM, SMS, Twitter).
Max concurrent emails (between 1-6) -  This is the maximum number of interactions an agent can have in their agent workspace panel at one time.
If you have both of these set, this still doesn’t mean that you will be able to accept these interactions together, that needs to be configured in the blended interaction section.

Blended Interactions

While working on a phone interaction, offer: 
This setting means that if an agent is working on a phone interaction, they can be offered a chat or email, when it’s set to yes. Enabling either of these will not mean that you are offered phone interactions while working on other media types, you need to use the offered settings for that media type.
Below here, the agent has chat and email enabled, so they will be offered each of these interaction types while dealing with a phone call.
clipboard_ec3c6ac0f6380db19555fc275c211692a.png
While working on a chat interaction, offer:
This setting means that if an agent is working on a chat interaction, they can be offered a phone call or email, when it’s set to yes. Enabling either of these will not mean that you offered chat interactions while working on other media types, you need to use the offered settings for that media type.
Below here, the agent has phone and email enabled, so they will be offered each of these interaction types while working on chats.
clipboard_ea4a5e856e918cefc3aa40e0e52e94777.png
While working on an email interaction, offer:
This setting means that if an agent is working on an email interaction, they can be offered a phone call or chat, when it’s set to yes. Enabling either of these will not mean that you offered chat interactions while working on other media types, you need to use the offered settings for that media type.
Below here, the agent has phone and chat enabled, so they will be offered each of these interaction types while working on an email.
clipboard_ebfcca2214d5203b653fd0f59aecb4d93.png

Use Case 1 - Accept a phone call while working on an email

A company gets a lot of their inbound inquiries over email, however they do still get some phone calls, so they want agents to be able to work on an email but also to be able to deal with the phone calls. On some days they do have agents which they will put on chat queues, but when they do this, they don’t want them dealing with phone or email. 

Settings in configuration manager 

  • Max number of digital interactions is set to 3
  • Max number of emails set to 1. 
This means that this is the maximum number of interaction types you can access at one time, however, this does not mean you can accept email and chat together, you need to set the appropriate fields in the blending interactions section for that. 
While working on an email interaction, offer:
  • Offer chat - NO
  • Offer phone - YES
No other options are selected. This means that if an agent is handling an email interaction, and they are on a phone queue as well, they will be offered an inbound phone call. However, if they are on a phone call, they will not be offered an email. 
clipboard_ef3d5b37fbb8c6524890029b86c5646b4.png

Agent experience

As there are no settings for blending chat here, even though that have digital interactions set to 3, if they are working on a digital interaction, they will not receive any interactions for another media type.
clipboard_e0230fbece0a81a9a5317f1673c7dbe96.png

Use Case 2 - Blending chat and email together

A company wants agents to be able accept up to 2 chats and 2 email interactions at any given time. This is because chat will take the priority over email for an agent to work on, but also sometimes an agent needs to wait for information before replying to an email, so they want the option to keep two open in agent workspace.

Setting in configuration manager 

  • Max number of digital interactions is set to 2.
  • Max number of emails set to 2. 
However, even though these two are set, this does not mean that can be accepted together, as this needs to be configured in blending interactions. 
While working on a chat interaction, offer:
  • Offer email - YES
  • Offer phone - NO
This means that whenever the agent has a chat interaction, they can still be offered up to 2 emails. However, we also need to enable it so they can be offered chat while on email.
While working on an email interaction, offer:
  • Offer chat - YES
  • Offer phone - NO
This then means that chat and email will be blended together. However, phone calls will be not offered while working on either interaction type.
clipboard_e92d0fed25298fecc37c64d8615e7b5a5.png

Agent experience

For the agent, they will be offered just chat and email interactions together. If they want to stop receiving any more interactions, they can use the Stop new option, if they offered interactions straight after each other. If they reject an interaction, this will automatically stop them from receiving any further interactions and put then into the work offline status when they finish.
clipboard_ecada7c628bedc1e2029cd366b274b3a8.png

Use Case 3 - Blending chats and phone together

Working in a sales environment, a customer wants their agents to be able to deal with phone and chat at the same time. So for this, we will go through the settings on how it can be configured. 

Settings in configuration manager

  • Max number of digital interactions is set to 4.
  • Max number of emails set to 1. 
This means that they can accept up to 4 digital interactions at one time, but only 1 email. However, these can't be blended together, but this agent does not deal with email so this isn’t relevant here anyway.
While working on a phone interaction, offer:
  • Offer chat - YES
  • Offer email - NO
So this means that while on the phone interaction, the agent will be offered chat. This will be up to the maximum of 4 chats. If they don’t want to receive any more chats, they can use the stop new option.
While working on a chat interaction, offer:
  • Offer phone - YES
  • Offer email - NO
While working on an email interaction, offer:
  • Offer phone - NO
  • Offer chat - NO
This agent is not on email queues anyway. However, if they did get put onto an email queue, this setting means that once they accept an email, until they have finished with it, they will not receive a phone call or chat. 
clipboard_eb19d98b712e3a1d17fcb9dadb2e7385e.png

Agent experience

As the agent can receive up to 5 interactions (4 chats and 1 phone) they may need to use the stop new option more, if they are unable to provide all the customers they are speaking to the best experience.
clipboard_eb657905cc1f7f904add5d526c2b5b371.png

Use Case 4 - Blending phone/chat/email together

A contact center gets quite low complexity on their inbound interactions and they want their agents to just handle the media types that are currently waiting, so they have the priority levels set on their queues to ensure voice is highest, then chat, then email. They then want agents to be offered up to one media type of each. 

Settings in configuration manager

  • Max number of digital interactions is set to 1.
  • Max number of emails set to 1. 
This means that any agent will only ever be able to have up to 1 email in their agent workspace panel and 1 chat. It does not yet confirm on if they will be able to blend these interactions.
While working on a phone interaction, offer:
  • Offer chat - YES
  • Offer email - YES
They will be offered both chat and email while working on a phone call.
While working on an chat interaction, offer:
  • Offer phone - YES
  • Offer email - YES
They will be offered both phone and email while working on a chat.
While working on an email interaction, offer:
  • Offer phone - YES
  • Offer chat - YES
They will be offered both phone and chat while working on an email.
clipboard_ef6fd433a94921580bbc248f3daf5e92d.png
Settings in Configuration Manager Video

Agent experience

The agent will then be able to have up to 3 interactions in their agent workspace panel at one time, 1 of each media type of phone/chat/email. If they get offered these, it will also depend on the queues they are allocated to.

Switch off blended interactions

If you want to switch off blended interactions for your agent, just go into the agents settings, and then set everything for that agent to no.
NOTE: whatever you had here in the concurrent interactions, does not matter. It’s the setting below that stop you blending the channels together.
clipboard_eeeef88c43af3a8936eb322688efbd6d4.png

Agent doesn’t want anymore interactions

Stop new

When using the stop new option, it means that the agent will receive no further interactions of any type. Once they have finished, they will automatically be put into work offline.

Reject offered interaction

When an agent rejects an interaction, it will behave the same way as if they have put themselves into stop new. They won’t be able to receive any further interactions until they put themselves back into resume. 

Reporting

Analytics

To report on the interactions, you would go into the analytics section and see the interaction reports. This will show the full handling time each interaction was with an agent, not the amount of time they focused on it.
In the below, the handling time shown for the email is the amount of time they had that email in their Agent Workspace panel, even though for 4:39 minutes, they were dealing with phone call and not focused on the email. 
clipboard_ed57af2b5dc3477a216cab83dbd7015cb.png
Reporting on the usage of stop new:
In the analytics area, go to the agent status report.
clipboard_e06ae4d588980da8efa6ef3c9eadd6b8d.png

Supervisor Workspace

Inside Supervisor Workspace, you will be able to see the concurrent interactions that are currently in progress, along with the time the agent has been handling them for.
clipboard_ef7c38d69e6732899d91847a2c5318d01.png

Limitations

Bulk configuration of agents - this configuration will be added into agent groups but at the moment it’s only on a per agent basis.
Focus time - The ability to view the amount of time an agent spent focusing on an interaction will come in a future version, all interactions will show in analytics though.
Monitoring area - To get the best experience for monitoring agents, supervisors should go to Supervisor Workspace, as we can not guarantee that reporting in the monitoring area will be correct for this service.

Objective

Block a caller from entering your 8x8 Contact Center queues when using an external CRM.

Applies To

  • 8x8 Contact Center Scripting
  • Number Blocking

Procedure

When using an external CRM, blocking numbers using a pick-list will not work. Instead, insert Test Variable objects in the script that will check the caller's ANI.
  1. In the part of the script where you want the caller blocked, add a Test Variable object.
  2. Edit the object using the $callerPhoneNumber condition = ANI of caller you want to block. This number needs to match the inbound ANI Contact Center is seeing in the script and in a lot of cases might not include a +1.
  3. If true, add a hang up object.
  4. If false, go to the area that will resume the script for normal processing.
  5. If needing to block multiple numbers, you can simply continue to add test variables.
  6. Once complete, go to Customer Experience to ensure blocking is working. Filter should be set to Hang Up by System.

Objective

Set up an FTP client to download agents' recorded calls.

Applies To

  • Contact Center
  • Call Recordings

Procedure

Configuration Manager for Contact Center administrators can use any secure FTP client to download agent's recorded calls from the tenant.
  1. Download and install an FTP client (eg, Core FTP minimum supported version 2.2 (LE and Pro Versions)) or Filezilla (minimum supported version 3.47.1)). The FTP client must be compliant with TLS 1.2 or better.
  2. In the Host field of your FTP client, enter your FTP URL, if you do not know your FTP URL for your tenant you can refer to the 8x8 Contact Center Platform URL Guide.
  3. Username:
    • If you do not use SSO to login into Contact Center (Mode 1): Enter the username used by your tenant Primary Administrator to log in to the Contact Center. You may access this information from the initial communication email that shares the tenant login credentials.
    • If you do use SSO to login into Contact Center (Mode 2 & 3): Enter your tenant name. You may access this information from the initial communication email that shares the tenant login credentials.
  4. Password: This is the password that the primary administrator entered in Configuration Manager for Contact Center. Home > Profile > FTPES Password.
Once you have carried out the above steps, you will be able to connect successfully.

Symptom

8x8 Contact Center calls are going to voicemail instead of going to the next available agent Or Do Not Ring on Endpoint

Applies To

  • 8x8 Contact Center
  • Admin Console

Resolution

Change the 8x8 Work phone extension Call Forwarding Forward to Voicemail Delay to more than the 8x8 Contact Center Agents' Interaction offer timeout. We recommend at least 20 seconds greater than the Interaction offer timeout in Contact Center.
Example:
  • Interaction offer timeout = 30
  • Admin Console Call Forwarding Delay = 60

Check the Interaction Offer Timeout in Configuration Manager for Contact Center

  1. Log in to Contact Center Configuration Manager.
  2. Select Users/Agents. The agent list is displayed.
  3. Double click an agent’s name to see the Edit Agent dialog.
  4. Select the Properties tab.
  5. Adjust the Interaction offer timeout to 30. Note: The value is in seconds.
clipboard_e63c89e4cf057c7f590d5ccde8f504801.png

Check the 8x8 Work Phone Call Forwarding Delay

Admin Console Users

  1. Log in to Admin Console.
  2. Select Users
  3. Click Edit (pencil icon)
  4. Select Call Forwarding
  5. Edit When user does not answer the call within 15 seconds
  6. Set it to 60
clipboard_e52b2812bf8ded51d1341e1f96718a5d8.png

Cause

Agent's 8x8 Work Call Forwarding Forward to Voicemail Delay is less than the Agent Interaction offer timeout. This causes the phone's voicemail to pick up the call before it can forward the call to the next available Agent.

Objective

Add an Agent to 8x8 Contact Center.

Applies To

  • 8x8 Contact Center 
  • Configuration Manager 
  • Admin Console

Procedure

Admin Console

  1. Log in to Admin Console.
  2. Click Users.
  3. Click Create User.
  4. Complete Basic Information.
  5. Under Services and permissions select a service.
    • For X Series users, select the appropriate X series bundle that supports Contact Center services.  
  6. Enter an extension number. A specific extension number can be chosen, or use the default extension that the system auto-populates.
  7. Click Save.

Configuration Manager

  1. Log in to Configuration Manager.
  2. Click Agent.
  3. Click Edit.
  4. Under the General tab, enter the following details: 
    • Agent Group
    • Agent Primary Langauge
    • Current Country
  5. Click Save.
  6. Under the Phone tab, enter or change details in the following headers:
    • Workplace
    • Outbound Calling
    • Automatic Call Recording
    • Agent Recording Controls
  7. Under the Queues tab, assign queues by checking Assigned and Enabled.
  8. Click Save.
  9. If the user is a supervisor, under the Supervisor tab, toggle This user is supervisor to on.
  10. Under the Assigned column, Assign the proper queues.
  11. Click Save.

Objective

Using an 8x8 Work extension with softphone (8x8 Work for Desktop) only as a dedicated Contact Center extension.

Applies To

  • 8x8 Contact Center
  • Dedicated VCC Extension
  • Account Manager Migrations Only
  • Admin Console 1.25.5 or Higher

Procedure

Enable a user with a dedicated VCC extension

  1. Log in to 8x8 Admin Console.
  2. From the menu, select Users.
  3. From the list of the users, select a user assigned with an 8x8 Work extension only (remove any 8x8 Contact Center licenses assigned). Note: You must select a user assigned to a 8x8 Contact Center-enabled site.
  4. Select More Options (three dots), then select Enable as dedicated VCC extension. In the Users list, users assigned with dedicated VCC extensions are marked with a headset icon.
  5. At the prompt, select Continue. The selected user will be enabled with a dedicated VCC extension. The user can then use the extension to handle 8x8 Contact Center calls with a desk phone or the 8x8 Work for Desktop app.

  6. From the application panel, navigate to Configuration Manager for Contact Center.
  7. From the menu, select Users. Notice that enabling a user with a VCC dedicated extension has created a new user in 8x8 Contact Center. You are now ready to configure the agent.
  8. Go to Channels. You will see that a new channel appears on the list. This is the phone number assigned to the user in 8x8 Admin Console.

Additional Information

Selected X Series users using 8x8 Contact Center services can now enable their 8x8 Work extension to be dedicated to 8x8 Contact Center. This feature is in limited availability. Previously, you had to limit a user to a dedicated 8x8 Contact Center extension using a locked down desk phone or by assigning two separate extensions—one for 8x8 Work and another extension dedicated to 8x8 Contact Center. Agents who are dedicated to handling call traffic pertaining to the contact center will not be interrupted by any other call traffic. This dedicated 8x8 Contact Center extension only offers inbound queued calls or direct agent calls from the contact center. Agents can use the 8x8 Work for Desktop app or a desk phone to handle these calls.

Limitations and Known Issues

After enabling a dedicated 8x8 Contact Center extension for a user, the following settings are locked and cannot be changed:
  • Phone number
  • Extension Number
  • Licenses
  • Call Forwarding Rules (within the Admin Console)
To change any of the above settings, the admin must first disable the dedicated 8x8 Contact Center extension, make the changes, then re-enable. This results in the agent being deleted and re-created in 8x8 Configuration Manager. They would then need to have their settings re-configured, be re-added to agent groups or queues and their agent script re-linked.
The action to enable a dedicated 8x8 Contact Center extension is enabled even if a user is in a site that is not 8x8 Contact Center-enabled. The attempt fails but shows an error message prompting you to retry. The user must be assigned to a site that is 8x8 Contact Center enabled to complete the action successfully.

Objective

Understand when to use a popup chat window rather than embedded chat, and how to implement the popup chat window.

Applies To

  • 8x8 Contact Center
  • Chat

Use Criteria

Some 8x8 Contact Center users will be able to use the default embedded chat functionality if 8x8 Contact Center. Others can use a popup chat window because it will work better with their website or offers their customers a better experience.
For users with web pages where each link causes the browser to reload the content into a new page, the embedded chat configuration may not be ideal. For instance, let's imagine that a customer accesses the user's page, opens the chat and s/he is now waiting in the queue. If the customer decides to navigate to another page while waiting the user will end up having "dead" chats being offered to agents. This is because whenever browser navigation occurs, the 8x8 8x8 Contact Center server can't know if it is a connection problem, if the customer just closed the browser or if they navigated to another page. 8x8 8x8 Contact Center assumes that the customer has connection problems and will be back. 8x8 8x8 Contact Center can't do much about a potential connection problem on the customer's side, or the customer closing the browser. However when a customer navigates to another page while waiting in queue one can use a popup chat window to prevent that from disrupting the communication between a customer and a user's agents.

Procedure

The 8x8 8x8 Contact Center Guest Chat can be configured as a pop-up instead of being embedded into the page. The 8x8 8x8 Contact Center admin may enable this behavior by following the steps below:
  1. Log in to Configuration Manager for Contact Center.
  2. Navigate to Scripts and go to the Chat tab.
  3. Click to edit the desired chat script.
  4. In the chat script tree, select the root node and click the add link.

  5. In the Insert object form, select Chat as a popup.

  6. Fill the required fields and click OK.

  7. Save the script.
Note: Any change to the script you edit will take effect immediately, there is no need to embed the code again. If you wish to test this functionality before putting it into your production system we highly recommend setting up a test page and creating a test script before making changes to your production chat script or scripts.

Additional Information

Users will need to notify their customers to enable pop-ups for their website if they choose to use a popup chat window. Some more info on the Chat as a Pop-up option is available here.

Question

How do calls get routed in 8x8 Contact Center?

Applies To

  • 8x8 Contact Center
  • Transaction Assignment

Answer

When a transaction is ready to be assigned to an agent, 8x8 Contact Center routes the next call to the longest offered time based on the last transaction. For the purpose of this assignment, all transactions are considered equivalent—phone, voicemail, email, and chat are the same.
Special Exception
When a inbound caller is queued and 8x8 Contact Center routes the call to an agent and hangs up the call before the agent answers this is treated as an abandoned call. In these calls the agent will be routed the next call when returning to the available state as no agent pick up event is recorded.

Examples

Example A

Two agents are logged in. John has a High skill level, and Fred has a Low skill level. A call is ready to be assigned. If John is not on a call, he will be assigned the new call, because his skill level is higher. If John is on a call, then Fred will be assigned the new call.

Example B

Two agents are logged in. John and Fred both have a High skill level. John logged in at 8:00 a.m. and Fred logged in at 9:00 a.m. John's last call ended yesterday at 4:30 p.m. and Fred's last call ended yesterday at 3:30 p.m. A call is ready to be assigned. If both John and Fred are available, the call will be assigned to Fred, because he has been waiting for the longest since his last call ended.

Objective

Add a new SMS channel to the 8x8 Contact Center.

Applies To

  • 8x8 Contact Center
  • Configuration Manager for Contact Center

Procedure

  1. Log in to your 8x8 Application Panel.
  2. Select Admin Console.
  3. Select SMS.
  4. Select Campaign.
  5. Ensure that Your Campaign's Status is verified.
  6. Contact your 8x8 Account Manager or sales representative to add the required license for SMS channels for 8x8 Contact Center.
    • Example: SMS Enabled Local Number-VOSVC0219-US.
  7. Ensure that the phone numbers for use with the SMS channels are available in the Admin Console.
    • Note: The phone numbers will be assigned to the 8x8 Contact Center during the process to provision the SMS channels. 
  8. Your 8x8 Account Manager or sales representative will create an order to provision the SMS channels.

Additional Information

For deatils on finding which phone numbers are available in Admin Console, see How can I see what numbers I have available in 8x8 Admin Console?
For details on how to claim a phone numbers in Admin Console, see Claim Phone Numbers in 8x8 Admin Console.

Symptom

When a supervisor tries to live monitor an agent they never receive the call allowing them to monitor.

Applies To

  • 8x8 Contact Center
  • 8x8 Agent Workspace
  • Call Monitoring

Resolution

There are two possible solutions to the issue:
  1. First, make sure that the supervisor is able to receive calls from 8x8 Contact Center:
    1. Have the supervisor log into the 8x8 Agent Workspace.
    2. Have the supervisor choose to work offline.
    3. Have the supervisor bring up their Profile and click on the Make Verification Call button.
      • If the supervisor gets the verification call proceed to step 2.
      • If the supervisor did not get the verification call work with them to get their workplace phone settings corrected.
    4. Once verification is working have the supervisor attempt to monitor an agent again, if that doesn't work proceed to step 2.
  2. Next, Reset the supervisor's supervisor status.
    1. As administrator log into the Contact Center Configuration manager.
    2. Bring up the supervisor's user record for editing.
    3. Click on the Supervisor tab.
    4. Uncheck the This user is supervisor checkbox.
    5. Save the record.
    6. Click on the Supervisor tab.
    7. Check the This user is supervisor checkbox.
    8. Save the record.
    9. Have the supervisor log out of the Agent Workspace if they are logged in and then log back in and check if they're able to monitor now.

Symptom

The Agent's status changes to Available immediately after ending a call.

Applies To

  • Configuration Manager for Contact Center 
  • Agent Status 

Resolution

  1. Log in to Contact Center Configuration Manager.
  2. Click Queues/Skills
  3. Under the Inbound Phone queue, click Edit (pencil icon). 
  4. Navigate to the Properties tab.
  5. Increase Post Processing Timeout to the appropriate amount.
  6. Click Save

Cause

The Agent's queue likely has a Post Processing time period that is 10 seconds or less.

Symptom

Emails are being blocked in 8x8 Contact Center.

Applies To

  • 8x8 Contact Center
  • SMTP Server
  • Sender Policy Framework (SPF)

Resolution

One of the following needs to be added the Sender Policy Framework (SPF) record of the domain of the email address you are sending emails from.
either
include:_vccnets.8x8.com
or
ip4:<datacentersubnet>
Data Center Site Cluster IPs
US West Coast (US1) NA1-6, NA11-16, NA-21 8.21.164.0/24
US East Coast (US2) NA7-10, NA17-20, NA27-30, NA37-40 8.28.3.0/24
Canada (SK1) CA1-2 142.165.219.0/24
Canada Ontario (ON1) BC1-3 50.100.15.0/24
United Kingdom (UK2) EU2-3 217.163.57.0/24
United Kingdom (UK3) EU4-14 109.70.58.0/24
Hong Kong (HK1) AP1 103.252.162.0/24
Australia (SY1) AU1 103.239.164.0/24

Cause

Failure to add the SPF record can result in emails being blocked and not being received by the recipients.

Additional Information


Objective

Identify your 8x8 Contact Center Tenant Name and Cluster.

Applies To

  • 8x8 Contact Center

Procedure

  1. Log in to your 8x8 Application Panel.
  2. Select 8x8 Contact Center.

Configuration Manager for Contact Center

The Tenant Name can be located on the Profile tab on the Home page. The Tenant Label is not the same as the Tenant Name. It is often configured to be the same but this is not always the case. The Cluster can be located in the URL, in the below example the cluster is eu9.

Agent Workspace

The Cluster can be located in the URL.

Question

What are invalid characters and maximum character length in CRM?

Applies To

  • 8x8 Contact Center
  • CRM 

Answer

The Field Name can contain the following values: A-Z, 0-9, _. The maximum character length is 32. The Display Label can contain any character except ~ and the maximum character length of the Display Label is 32.
You can enter an unlimited number of Pick List Values with a maximum character length of 32 for each. To organize the order of the Pick List and define the default value, click More then Sort Alphabetically.
Configuration Manager will not process successfully if invalid characters or symbols are entered. Invalid characters are special characters such as & ~ ! @ # $ % ^ * ( ) _ - + =

Objective

Add new timezones for 8x8 Contact Center reporting.

Applies To

  • Historical Reporting
  • 8x8 Contact Center Dashboard

Procedure

  1. In 8x8 Contact Center, go to Home > Profile > Miscellaneous Tenant Settings.
  2. Under Other Time Zone, select Edit.
  3. Add the needed time zone.
  4. Select Save.
    Clipboard Image

Objective

Creating and using a Post Call Survey script in 8x8 Contact Center.

Applies To

  • 8x8 Contact Center
  • Post Call Survey

Procedure

  1. In Configuration Manager navigate to Scripts and select Add new phone script.
  2. Enter the script name as desired and on the Script Type select Post call survey.
    PCS_create_.JPG

     
  3. You can create the PCS script by adding the IVR object Question and choosing between different types like Scale, Yes/No and Voice Comment for example:
    If using Yes/No the default options are set to Yes = 1, No = 0, this cannot be changed to other vaules.

    Script_PCS.JPG
  4. Further details of how the Scale question is being configured:
    PCS_scale.JPG
     
    PCS_scale_prompt.jpg
    Do not add punctuation such as commas inside your question as punctuation inside the question is not supported and can cause issues with the post call survey or the results.
  5. The PCS script is not directly assigned a channel but is rather called from another script.
Note: For testing the PCS script you can temporarily assign a channel number to it.

Additional Information

There are different ways to offer a survey to the customer depending on your needs.
The below example is for offering a survey for every interaction with the clients and the client will need to remain on the call after the agent ends the call.
The Post Call Survey object is added into the script before the Forward to Queue object and a survey will be offered only if the call is responded by an agent and the customer remains on the call after the agent hangs up the call.
main_script.JPG
 
PCS_call.JPG
The Say object Remain on call for Survey in the above example is to let the customer know that if they want to leave feedback they should stay on the call after the agent ends the call.