Features

Feature Codes

Introduction

This manual is oriented to know the operation of the telephone switchboard and PBX Integra processes and configuration management.

Is orient to resolve all operational functions of a traditional PBX adding administration and management modules with new technologies.

Added to the basic functionality, extending a series of quick options and services, integrated into one product, which will enable the management of multiple communication channels with a single centralized device.

Basic Functions

Pickup

Allows calls from other extensions be picked up in the following ways: 


*8

Pick up a group call (section)

* + XXX

Pick up an extension call determined by XXX 



External Calls

Make calls out (depending on the permissions of the user), permissions are associated to each extension:


9 + number

External call (according to internal permissions)

*25 or

External call with recall possibility



Deviations

Deviations are possible based on the state of internal or directly based on a specific user requests.


*62

Enable deviation when the extension is busy

*63

Disable deviation when the extension is busy

*64

Enable deviation when the extension is not available

*65

Disable deviation when the extension is not available

*72

Enable total deviation of the extension.

*73

Disable total deviation of the extension.

*66

Check voicemail box

*67

Erasing all messages in voicemail

*88

Activation on demand Call Recording of an extension



Deviation can be made:

Telephone status

Set the phone in certain states if the user does not want to have certain services, or not be bothered.


*78

Activate the "do not disturb" mode

*79

Deactivate the "do not disturb" mode

*91

Activate voicemail

*92

Disable voicemail



Others

Check states or information.


*50

Extension Status (Indicates the services are activated)

*75

Says my extension number



Operative

Making a call

For external calls you have to type:

9 +4013864

9 +16

Dial all together.

Internal calls: Internal calls are made directly, for example: 205 or 207.

Note: For IP phones, after dialing can be marked "send" or "#" to send the call.

Pick up another extension call

* 8. Dialing * 8 pickup calls in the same group.

* 100 to lift the extension 100 if is ringing.

Simple transfer or Blind Transfer (##)

Case: A is talking to B and A wants to transfer the call to extension C, without asking if

C wants to take the call.

Steps:

Transfer with consultation or Attended Transfer (#0)  

Case: A is talking to B and A wants to transfer the call to C, consulting if C wants to talk to B. 

Steps:

  Call Parking

The PBX has the ability to put up calls. For example: you are talking to A and wants to talk to B but you do not know where B is, you can put up the call from A while B is found, is like letting someone  wait in line for the caller.

Procedure to park:

Taking a parked call:

The position where the call is parked is dialed. In the above example, dial 701 to get the parked call.

Conference Room

If you want to set up a conference you should use one of the conference rooms of the PBX. The conference rooms are more like an extension with the difference that all internal callers can talk to that entity itself. The rooms are dynamic, are created by marking 555XXX, where XXX is the number of conference.

To access a conference room:

To transfer to a room is typed, # # (The PBX says transfer) + 555 + room number.

Voicemail

Voicemail Notification:

Analog phones. The dialing tone when dialing is choppy.

IP Phones. It depends on the equipment, but generally is indicated on the screen.

You can configure a notification by mail to the mail box, waring that there is a voicemail. You can also attach voice mail.

Check the voice mail box:

You can access an account from another telephone dialing: * 66 + number (extension).

You can delete all messages in the box typing the * 67, for this is for the voicemail password will be asked and then played an audio query if you want to delete all messages, if so pressing 7 can erase all otherwise the transaction is aborted.

Do Not Disturb mode

When you are busy and do not want your phone rings you must enter the code * 78. From the moment we do this all calls to your extension will indicate that it is busy. To disable this mode must dial * 79.


Call Forwarding

Total (unconditional)

 For calls to your extension being redirected to another, you must enter * 72 and then type the extension where you want to transfer calls. To disable this function must dial * 73.

When busy

If desired to redirected calls to one another extension, but only if the first is busy, it must enter * 62 followed by the extension number to which the calls they wish to transfer. To disable this mode you must dial * 63.

When not available

If you want the calls to be redirected to an extension, but only if the first is not available (when no answer after a while), you must enter * 64 followed by the extension number to which wish to transfer calls. To disable this mode you must dial * 65.

Enable and disable voicemail

 

To enable voicemail on an extension you must enter * 91 to disable it while you must enter * 92.

Feature List

Feature Description VOICE OMNI
Core voice features

Voice campaign management YES YES
Inbound campaigns  Deliver high-quality voice experiences through all inbound interactions.  YES YES
Outbound campaigns  Deliver high-quality voice experiences through all outbound interactions. YES YES
Blended campaigns  Deliver high-quality voice experiences through all blended interactions. YES YES
Softphone Start and/or pick up calls directly from uContact's native mobile & desktop softphone.  YES YES
Multiple campaigns (at once) Be active in more than one campaign at the same time. YES YES
Automatic Call Distribution (ACD) Put your business in autopilot using uContact's native ACD software YES YES
Intelligent & Priority Routing  Intelligently route incoming calls to the most appropriate agent or department within your company. YES YES
Call Queuing  Route callers to the next available agent.  YES YES
Virtual Hold (Queue Callbacks)  Allows callers to hung up and receive a call without losing their places in line.  YES YES
Call recordings Record & listen to interactions from all available channels. YES YES
Screen pop-up Form appears automatically as soon as a call is finished YES YES
Wrap-up time Time interval granted to the agent to manage calls after they ended. YES YES
Conference calling  Have a three-way conversation –and more!  YES YES
Custom breaks Assign different 'break' activities based on the agents' needs.  YES YES
After-business hours & Holiday rules Automatic & customizable notification when a call is executed outside campaign/business hours.  YES YES
Estimated wait time Callers are notified about the estimated time they have to wait before being attended by an agent YES YES
Disposition Management | Category codes Categorize call outcomes (occupied, not connected, blocked/wrong number, abandoned & others).  YES YES
Call monitoring  Listen to calls to manage call quality and agent performance.  YES YES
Auto-dialers YES YES
Predictive Calls multiple numbers at once and connects the calls with the available agent when the client answers.  YES YES
Powerdialer Calls the client first but with a more real-time calculation of the overdial.  YES YES
Preview Calls the agent first and, based on his availability, amd then transfers the call to the client.  YES YES
Progressive Assigns a client to a specific agent and he only interacts with him.  YES YES
Reverse Progressive Exclusive configuration of the Progressive dialer, but calls the client first.  YES YES
Voice Broadcast (Press-1 campaigns) Mass broadcast of prerecorded voice messages (surveys, notifications, and more). YES YES
Answering Machine Detection (AMD) Automatic detection of voice mails & distinction between human and robotic voice. YES YES
List mixing  Assign dialers a specific dialing percentage or priority to different lists and maintain high contactability levels. YES YES
Automatic list recycling  Select contacts you wish to keep trying to reach and generate a new list that includes them.  YES YES
Do-Not-Call Registry (DNCR) list management Create a 'blacklist' and avoid dialing certain contacts YES YES
Voice automation YES YES
Interactive Voice Response (IVR) Built with text-to-speech technology, allows computers to interact with human callers through voice commands YES YES
Text-to-Speech (TTS)* Assistive technology that reads digital text aloud.  YES YES
Automatic Speech Recognition  Converts an incoming human-spoken audio into text thanks to acoustic & language models.  YES YES
Omnichannel features

Unified Inbox  Meet customers in the digital channel of their choice, integrating all touchpoints in the same place.  NO YES
Unified Notification Center Receive new interaction notifications from all channels in the same notification bar.  NO YES
Transfer interaction (to agents and/or groups). Transfer any interaction from one agent, group or campaign to the other.  NO YES
Disposition Management | Category codes Categorize digital interaction outcomes (occupied, not connected, blocked/wrong number, abandoned & others).  NO YES
Post-interaction Satisfaction Surveys  Receive customer feedback at the completion of all interactions.  NO YES
Omnichannel Interaction Recordings Audio & screen recordings of all digital interactions.  NO YES
Bot Automation Automate all digital interactions using uContact's native & customizable Bots.  NO YES
WhatsApp Business NO YES
Official WhatsApp Business Provider Integration* Officially integrated to several Facebook-certified WhatsApp Business providers (Gupshup, Infobip, Wavy & more). NO YES
Inbound WhatsApp Business Campaigns Receive & answer interactions directly from uContact, just as you would from the app.  NO YES
Pre-Approved Templates for Outbound Campaigns Use WhatsApp Business-approved templates in your outbound campaigns NO YES
Facebook & Facebook Messenger NO YES
Facebook wall & posts Receive & handle notifications each time the company has been mentioned in a comment/post.  NO YES
Facebook Messenger Receive & answer direct messages from your Facebook page directly from uContact NO YES
WebChat NO YES
Audio calls with WebRTC Start and/or answer audio calls directly from your website using Web RTC technology.  NO YES
Video calls with WebRTC Start and/or answer HD video calls directly from your website using Web RTC technology.  NO YES
Share screen Share your screen directly from the WebChat.  NO YES
Request screen Request your client's screen.  NO YES
Email NO YES
Bulk & One-to-One email campaigns Send emails to one or multiple recipients at one time.  NO YES
Send & receive attachments Send & receive files securely with File Transfer Protocol (FTP). NO YES
Customizable email templates Use one of uContact's email templates or easily create/design your own. NO YES
SMS & MMS NO YES
Bulk & One-to-One SMS campaigns Send SMS campaigns to one or multiple recipients.  NO YES
Multimedia Messaging Service (MMS) Send multimedia messages to one or multiple recipients.  NO YES
Low-code Development Tools

Workflow Designer Build your own workflows with uContact’s low-code programming workflow designer. YES YES
Report Creator & Designer Use a standard data capturing form, integrate your own CRM, or build your own forms from scratch. YES YES
Data-capturing Form Designer Use one of uContact’s +200 available reports or use our low-code report designer to create your own. YES YES
Workforce Management

Omnichannel Recordings Record interactions from all digital channels.  NO YES
Call Recordings Record inbound and/or outbound calls.  NO YES
Screen Recordings ** HD screen recordings NO YES
Agent Coaching (Spy, Whisper & Real-Time feedback) Listen to your agent's conversations in real-time and whisper feedback in real-time. NO YES
Satisfaction Surveys Receive customer feedback at the completion of all interactions. NO YES
Reporting & Analytics

Real-Time Dashboards Omnichannel & real-time monitoring of daily performance. YES YES
Historical Reporting Generate & access reports with information from the first day using uContact YES YES
Graphical Alerts Receive graphic & automatic alerts whenever something happens in your Contact Center.  YES YES
Omnichannel Reports Report generation of statistics from all integrated channels.  YES YES
Standard & Customizable Reports Use one of uContact's +300 preset reports or tailor-make your own.  YES YES
Schedule Reports Schedule report generation for a date and time of your convenience.  YES YES
Real-Time Supervision Be aware of what's happening in your Contact Center at all times and in real-time.  YES YES
Survey Reports Report the answers of the satisfaction surveys sent.  YES YES
Report Export (PDF, XLS, CSV).  Export reports in the format of your choice.  YES YES
Gamification

Daily Customizable Games & Challenges Set daily goals and challenges to keep motivation levels up.   NO YES
Objectives by agent, group and/or area Set objectives to your agents, groups and departments in your Contact Center.  NO YES
Rewards & Recognitions Give badges, rewards and/or monthly recognitions to your top-performing agents or groups.  NO YES
Avatars Each agent or supervisor has its own customizable avatar.  NO YES
Rankings Real-time ranking of your agents according to their performance in games and challenges.  NO YES
Security & Quality Monitoring

Quality Monitoring  Formally score, evaluate & report in agent calls to measure success. YES YES
Standard COPC Instrument to measure performance and quality of all interactions.  YES YES
Encryption All interactions are end-to-end encrypted to avoid unauthorized access to our clients' data.  YES YES
Permissions per user-type Each license has access to specific features and permissions.  YES YES
General | Technical Features

CRM Lite Powerful CRM system (native or integrated) for successful campaign management.  YES YES
100% Browser-based Access uContact directly from a browser, no app download or plug-in install needed.  YES YES
Home Agents Thanks to its Web RTC technology, agents can access uContact anywhere.  YES YES
Customizable Breaks | Status Agents can change their status activity in real-time.  YES YES
Multiple Languages English, Spanish, Portuguese & Italian.  YES YES