Document 6466102

5. To return a prompt to a generic recording, click
the Reset button.
6. Click Apply to save your changes.
Set your status
1. Click the arrow at the end of the My Status
5. To
return a prompt to a generic recording, click
box.
the Reset button.
Or in the notification area of your taskbar
6. Click
Apply
to save
yourright
changes.
(located
at the
bottom
side of your main
right-click your Interaction Client
Set window),
your status
status icon.
1. Click the arrow at the end of the My Status
Or in the Company Directory, right-click your
box.
name and choose Change User’s Status.
Or in the notification area of your taskbar
2. Choose a status from the menu and, if
(located at the bottom right side of your main
applicable, click the OK button.
window), right-click your Interaction Client
icon.
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another
person’s status
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in
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Right-click aCompany
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name
and
choose
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2.
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a status
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the menu
and, if in the
.NET
Edition
lists the
person’s
availability
applicable,
click the OK button.
menu
that appears.
Note:
If the person’s
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another
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Right-click
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then select
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.NET
EditionStatus
lists the
availability
in the
the
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menu that appears.
Set
another
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Note:
If the
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right-click
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Note:
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to use this feature.
then select Status to add the Status column to
1.
user’s name in the Company
theRight-click
Company the
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another
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thatYour
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3. Select a status from the drop-down list and
1. Right-click the user’s name in the Company
enter other applicable status information.
Directory or other directory page.
4. Click OK.
2. Select Change User’s Status from the menu
that appears. The Set Status dialog box
Advanced
appears. User Tips and Shortcuts
3. Select a status from the drop-down list and
Interaction
Client
.NET Edition
shortcuts
enter other
applicable
statuscontains
information.
to increase proficiency with frequently performed
4. Click OK.
tasks.
Advanced User Tips and Shortcuts
Note: TheseUser
shortcuts
work
only
if a call, page,
Advanced
Tips
and
Shortcuts
or queue is selected before you perform the
by clicking
with the
mouse
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Iaction
nteraction
Client .NET
Edition
contains
shortcuts
with
the Tab
and arrowwith
keys
on the keyboard.
to
increase
proficiency
frequently
performed
The window must have focus before you use the
tasks.
shortcut keys. The focus indicator arrow ( ) will
Note:
These
work only
a call,
page,
help
show
youshortcuts
which window
has if
the
focus.
or queue is selected before you perform the
action by clicking with the mouse or navigating
For shortcuts to work properly you must hold
down the Ctrl or Alt key while pressing and
releasing the second and then, if applicable,
the third key.
Interaction functions
For shortcuts to work properly you must hold
| while
Shortcut
Function
Shortcut
Function
down the Ctrl
or Alt key
pressing
and
releasing the
second and
Ctrl+P
Pickup
| then,
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Listen
the third key.
Ctrl+H
Hold
| Ctrl+R
Record
Ctrl+T
Transfer
Interaction
functions
Ctrl+M
Shortcut
Voicemail
Function
Ctrl+D
Disconnect
Ctrl+P
Pickup
Ctrl+J
Join
Ctrl+H
Hold
Ctrl+Shift +P
Ctrl+T
Transfer
Ctrl+Shift +R
Ctrl+M
Voicemail
Ctrl+D
Disconnect
Menu
Shortcuts
Ctrl+J
Shortcut
Join
Function
| Ctrl+E
Pause
|| Ctrl+U
Function
|
|
|
|
Shortcut
Mute
Ctrl+I
Private
Ctrl+L
Listen
Ctrl+N
Assistance
Ctrl+R
Record
Properties
| Ctrl+E
Pause
Remove from Queue
| Ctrl+U
Mute
| Ctrl+I
Private
| Ctrl+N
Assistance
Ctrl+Shift +P
Properties
Alt+F+O
Logout
Ctrl+Shift +R
Remove from Queue
Alt+F+S
Change Station
Close (hide)
Alt+F+C
Menu
Shortcuts
Alt+F+X
Shortcut
Exit
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Alt+V+A
Alt+F+S
Dial
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Logout
Active Camps
Change
Station
Alt+O+R
Alt+F+C
Rules (hide)
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Alt+O+C
Alt+F+X
Configuration
Exit
Alt+V+D
Dial Pad
Alt+V+D
Alt+F+O
Additional Keyboard Tips
Active Camps
Alt+V+A
With the Interaction Client .NET Edition, you
Rules
Alt+O+R
can
use the Tab
keys, arrow keys, and others
toAlt+O+C
navigate theConfiguration
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regardlessKeyboard
of the application
Additional
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With the Interaction Client .NET
Edition,
you is
your
queue,
the focus
on Myand others
caninuse
the
Tab keys,
arrowis keys,
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If a call is not selected, the
to navigate
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focus goes to the Number: field, allowing
• Press
pop the client window,
you toWinKey+C
make a callto
quickly.
regardless of the application currently
Note: The Winkey is the Windows logo key
running in the foreground. If an interaction is
typically located between the Ctrl and Alt
in your queue, the focus is on My
keys.
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Press goes
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give
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Directory.
Note: The Winkey is the Windows logo key
typically located between the Ctrl and Alt
keys.
• Press F2 to give focus to My Interactions
• When a tab in a docked area has focus (as
indicated by the focus indicator arrow ),
you can move between tabs within that zone
with your left and right arrow keys. If you
want to move to a different docked area, use
Alt+[left, right, up, or down] arrow key.
• When a tab in a docked area has focus (as
• A list of recent calls is available from the
indicated by the focus indicator arrow ),
Number: drop-down list. Eliminate
you can move between tabs within that zone
unwanted numbers from this list by selecting
with your left and right arrow keys. If you
an entry and pressing Delete.
want to move to a different docked area, use
Alt+[left, right, up, or down] arrow key.
Where can I find out more about
can Icalls
find
out more?
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A list of recent
is available
from the
Interaction
Client .NET Edition?
Number: drop-down list. Eliminate
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Help
entry
and
pressing about
Delete.
Ifan
you
have
a question
how to do
something, open the Help menu and click
Where
can I find
out more
about
Help Contents
(or press
the F1 key),
then
click or search
for a topic
on Edition?
which you want
Interaction
Client
.NET
more information.
Division of
Information Technology
Help
If you have
a question
about
how to do
Computer
Based
Training
(CBT)
something,
openadministrator
the Help menu
andthe
click
Check
with your
about
Help Contents
(or press
thethat
F1 shows
key), then
availability
of a CBT
module
you
click to
or use
search
for a topic
on which
you want
how
Interaction
Client
.NET Edition.
more information.
My
Information
MyContact
Contact
Information
Computer
Based
Training
(CBT)
Check with your administrator about the
availability
of a CBT
module
that shows you
Corporate
phone
number:
_________________
how to use Interaction Client .NET Edition.
My direct number: _______________________
CSU•VoIP
My
Myextension:
Contact ___________________________
Information
My password: ___________________________
Corporate phone number: _________________
My email address:
My direct number:
_______________________
_______________________
Other: _________________________________
My extension: ___________________________
Copyright • 1994 – 2008
My password:
___________________________
Interactive
Intelligence
7601 Interactive Way
My email address: _______________________
Indianapolis, IN 46278
317-872-3000 voice and fax
Other: _________________________________
www.ININ.com
Copyright • 1994
– 2008 12, 2008
DC-012-3.0-QRN1
Rev. November
Interactive Intelligence
7601 Interactive Way
Indianapolis, IN 46278
317-872-3000 voice and fax
www.ININ.com
DC-012-3.0-QRN1 Rev. November 12, 2008
Your
Quick
Reference
Card
© Edition Version 3
Interaction Client
® .NET
Interaction
Client
. NET Edition
Managing
Phone
Calls
Managing
Phone
Calls
Using the toolbar
Use buttons on the Interaction Client .NET Edition
toolbar to help manage your calls. Many of these
functions are also available by right-clicking a call.
Forward your calls
1. Click the My Status drop-down list.
2. Select Available, Forward from the list.
3. Click the Set status details link to the
right of the My Status list. The Set Status
box opens.
Make a new call
1. In the Number: field, type the phone number
you want to call.
2. Click the Make Call button next to the
Number: field or press Enter.
Dial a recently dialed number
1. Click the arrow at the end of the Number: field
drop-down list.
2. Click a number from the list of numbers you
have recently dialed.
3. Click the Make Call button next to the
Number: field or press Enter.
Note: You can also dial a recently dialed
number by opening the Call History page and
clicking the number you wish to call, or rightclicking the number and choosing Dial from the
menu that appears.
4. In the Forward Number: field, enter the
remote phone number for forwarded calls.
5. Click OK.
Disconnect a call
1. To disconnect a call with your handset, just
hang up the telephone.
2. To disconnect a call with the client:
• Highlight the call to disconnect.
• Click the Disconnect button or rightclick the call and choose Disconnect.
Transfer
and
park
callscalls
Transfer
and
park
Dial a number inside the organization
3. Click the Transfer button or choose from
the following transfer options:
• Park: Place a call on hold in an
Interaction Client Outlook Edition
recipient’s My Interactions queue.
• Voicemail: Direct the call to a
recipient’s voicemail.
• Consult: Opens the Consult Call
dialog box and allows you to select
the Consult button to speak to the
transfer recipient while your caller
stays on hold or the Caller button to
speak to the caller without exiting the
transfer operation, or the Transfer
Now button if the recipient answers
his or her phone and agrees to the
transfer.
Working
with
voicemail
Working
with
voicemail
Listen to your voicemail
1. Open your email inbox.
2. Double-click the voicemail. You can use
either the Interaction Voicemail Player
or your selected media player to playback
your message, depending on your choice in
the Voicemail Player Options dialog box.
in My Interactions and release. You will see a
new entry in the list entitled “Conference”.
Add someone to a conference session
To add parties to a conference call, drag a
connected call and drop it on the Conference item in
the My Interactions list.
Participate in a conference call using Join
1. Open the user or station queue you are
monitoring.
2. Select the call or conference call you want to
join.
3. Click the Join button. You are now connected to
the call (or conference call already in progress).
Disconnect someone from a conference call
1. From the list of joined calls in the My
Interactions list, choose the participant you
want to disconnect.
2. Click the Disconnect button or right-click and
choose Disconnect.
Using
Interaction
Client
Options
Using
Interaction
Client
Options
Pick up a call in voicemail
1. Click a directory tab.
2. Do one of the following:
• Double-click a name from the directory list.
• Single-click any displayed phone number.
• Right-click a person’s name and choose one
of the displayed “Dial…” entries from the
menu that appears.
1. If the call is not highlighted, click the call
you want to pick up.
2. Click the Pickup button, or right-click the
call and choose Pickup.
Conferencing
Calls
Conferencing
Calls
Answer a call
•
•
If you are not connected to another call, pick
up your telephone handset.
If you are connected to another call, click the
Pickup button. The first call is placed on hold.
Place a call on hold
1. Click the call you want to put on hold, then click
the Hold button, or right-click it and choose
Hold.
2. To reconnect to the call, click Hold again.
3. To suppress hold music for the caller, click Mute
before or after clicking Hold.
Record your personal prompts
Transfer a call to another person
1. Inform the caller of the transfer and on the
Call Control toolbar click the Transfer
button. The Transfer dialog box opens.
2. In the Transfer To: field, type all or part of
the recipient’s name or number. In the
dropdown list that appears select “Dial
[your entry] as Digits" to convert a text
entry into numbers or select the appropriate
contact name and associated extension or
phone number.
Create a conference session
1. Dial the number of a participant in the
conference call, then click the Hold button
to put the call on hold.
2. Repeat step 1 for each participant.
3. Select one of the calls you want to
conference and while holding down the
mouse button, drag that call to another call
1. Open the Options menu, click Configuration…,
expand Calls node and click Personal
Prompts.
2. In the Personal Prompts page, click the
button of the prompt you want to record.
Interaction Client initiates a call to your station.
3. Pick up the call and record the prompt, then
press 1 to end the recording.
4. To review a recorded prompt, click the Preview
button.