Administrator Manual

Choose a chapter

  1. Introduction
  2. Dashboard
  3. Users
  4. Contacts
  5. Telephone Numbers
  6. Settings
  7. History
  8. Hardware Configuration
  9. Integrations
  10. Billing
  11. Advanced
  12. Getting Help

Advanced

Includes Advanced features like FTP Access and Organizational Units(OU).

Data Retention

Data Retenton

Figure 11.1 Data Retenton.
  1. Click to Delete ALL records immediately for selected category.
  2. Click to Edit Retention Rules.

Delete Confirmation

Data Retention Confirmation

Figure 11.2 Data Retention Confirmation.
  1. If Delete All Is Selected "YES" is required to complete.
  2. Click Yes after filling in "YES" in the text box to Delete ALL Records of Selected Category.
  3. Click No to Cancel and NOT delete any records.

Edit Data Retention Settings

Edit Data Retention

Figure 11.3 Edit Data Retention.
  1. Select to Keep Records for Specific Category Forever.
  2. If Keep Forever is not selected specific Time Frames (between 1 and 999 days) can be selected. If Records are older than selected time they will be removed automatically.
  3. Click Submit to Save Changes.

FTP Access

It is possible to bulk download CDR (Call Details Reports) and Monitored (recorded) Calls MP3 files using secure FTP program. First you need to obtain your FTP login details.

File Transfer Protocol

Figure 11.4 File Transfer Protocol.
  1. Server address for FTP
  2. FTP Username.
  3. FTP Password.

Monitored calls - bulk download

Figure 11.5 Monitored calls - bulk download.

Next please follow steps below to configure popular FileZilla http://filezilla-project.org/ FTP client:

  1. Select Site Manager... from the File menu.
  2. Enter sftp.ssl7.net into Host field.
  3. Enter 21 into Port field.
  4. Select FTP - File Transfer Protocol.
  5. Select Require explicit FTP over TLS.
  6. Select Normal logon type.
  7. Enter your username - see Figure %IMG_FTP_ACCESS% (5) - into User field.
  8. Enter your password - see Figure %IMG_FTP_ACCESS% (6) - into Password field.
  9. Click Connect button.

CDR (Call Details Reports)

Call details reports can be found in CDRs directory. Format of YYYY-MM-DD.csv CDR files is as below:

  • id - unique call ID
  • calldate - date and time of the call (in GMT+0)
  • src_id - source ID (relevant only for outbound calls to PSTN - will show SIP Username of the caller)
  • src - source number
  • clid - Caller ID
  • dst - destination number
  • dst_name - destination name (for example: "John Smith", "IVR Sales", "Queue Sales")
  • duration - total duration of call in seconds
  • billsec - number of seconds call was billed for
  • disposition - call outcome (for example: "CONNECTED", "BUSY")
  • destination - name of the destination (relevant only for calls to PSTN - for example "USA", "Germany Mobile" etc.)
  • rate - per minute rate
  • charge - total cost of the call
  • t_cause - Termination Cause (for example 'Normal Clearing', 'Busy', 'Congestion' etc.)

Note: CDR files are uploaded to FTP site every 24 hours (at 01:00:00 GMT+0), so you may have to wait until the most recent ones becomes available for bulk download.

Note: CDR files are uploaded to FTP site every 24 hours (at 01:00:00 GMT+0), so you may have to wait until the most recent ones becomes available for bulk download.

Monitored (recorded) Calls

Format of recording files as below:

YYYY_mm_dd_HH_mm_ss-SIP_USERNAME-CALLER_ID-CALLED_NO-UNIQUEID.mp3

Note: recordings are uploaded to FTP site in real time and are available for download few seconds after the call is completed.

Organizational Units

Organizational Units

Figure 11.6 Organizational Units.
  1. Using OU you can have Groups or Departments managed by on or more Admins these Admins will have access to the call records and recordings of the Users in their department only.
  2. Click to add new OU.

Add Organizational Units

Figure 11.7 Add Organizational Units.

NOTE: User has to have Security roles set to Administrator before adding them to a OU as an Administrator.

  1. Provide Identifier for Unit.
  2. Select users to be part of Unit.
  3. Select Administrator(s) that will manage or monitor selected Users.
  4. Submit to complete and save.

NOTE: Initial User or Extension cannot be used as an Admin in OU to prevent a complete lockout of the account.

Call Barging

Call Barging allows for Call Centre supervisor to barge on (or join) ongoing call between customer and an agent. It is a great way of providing training or monitor quality of customer service. There are three Call Barging modes available:

  • Silent - supervisor is muted and quietly listens to conversation.
  • Whisper - supervisor can talk to an agent, but customer cannot hear this.
  • Barge - supervisor joins the call and can talk to both an agent and the customer.

In all three mode there is no audible indication to an agent or the customer supervisor has joined.

Enabling Call Barging involves two steps:

  1. Creating Call Barging Permissions as described below.
  2. Allowing Call Barging feature on selected user accounts - see point (13) in Figure 3.3 "Users" - "Features and Groups" chapter.

How to Barge

To Barge onto ongoing call dial:

  • #44 + User extension number - for example to Barge onto User's extension 2005 dial #442005. Initial mode is to Silently listen to a call answered by an Agent. When connected to ongoing call you can press:
  • 5 - to switch to Whisper mode.
  • 6 - to join a call in a three way conference.
  • 4 - to return to Silent listen mode again.

Error Announcement

  • That feature is not available on this line - "Call Barging Allowed" checkbox is not selected on extension of the user who is trying to barge into somebody's else call.
  • Denial of service - User who is trying to barge is not member of "Allowed Users" in the Permission Group of which the other user has to be a "Member".
  • Call is not yet connected - There are no connected calls to barge into.

Configuration

Call Barging Permissions

Figure 11.8 Call Barging Permissions.
  1. Using Call Barging Permissions panel you can define groups of extensions and delegate selected users permission to barge into ongoing calls received by group user.
  2. Click to add new Call Barging Permission group.
  3. Click to edit existing Call Barging Permission group.

Call Barging Permissions window

Figure 11.9 Call Barging Permissions window.
  1. Provide Identifier for the Group.
  2. Select users to be part of Group.
  3. Select users that will be allowed to barge into calls of selected Users.
  4. Submit to complete and save.

Call Barging user settings

Figure 11.10 Call Barging user settings.
  1. Make sure Call Barging Allowed checkbox is selected for all users who should be able to barge into other's calls.
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