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Altigen MaxAgent User Manual

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MaxAgent
for Lync
User Manual
June 2011

Table of Contents

Other manuals for Altigen MaxAgent

Questions and Answers:

Altigen MaxAgent Specifications

General IconGeneral
CategoryContact Center Software
IntegrationIntegrates with CRM systems, ERP software, and other business applications
DeploymentCloud-based or on-premise deployment options available.
Supported PlatformsWindows
DeveloperAltiGen Communications

Summary

About MaxAgent for Lync

Operation Notes

Describes operational guidelines and limitations for MaxAgent for Lync usage.

Licensing

Explains the licensing requirements for using MaxAgent for Lync software.

Installation

Pre-Installation Checklist

Lists prerequisites and system checks before installing MaxAgent for Lync.

Installing MaxAgent for Lync

Provides step-by-step instructions for installing the MaxAgent for Lync application.

Uninstalling MaxAgent for Lync

Details the process for removing the MaxAgent for Lync software from the system.

Automatic Upgrade

Explains how MaxAgent for Lync automatically updates its version.

Getting Started

Logging In

Guides users through the initial login process for MaxAgent for Lync.

Logging In Remotely

Describes how to access MaxAgent for Lync from a remote location.

Overview of the Main Window

Introduces the primary user interface elements of MaxAgent for Lync.

Status Bar

Explains the functions and information displayed on the MaxAgent status bar.

Toolbar Buttons

Details the available buttons on the MaxAgent toolbar and their functions.

Call Information Panel

Describes the panel displaying detailed information about active calls.

Tabbed Pages

Explains the different tabs available in MaxAgent for organizing information.

Setting Availability

Covers how to set user availability status and its synchronization with Lync.

Logging Out or Changing Workgroups

Instructs on how to log out of or switch between workgroups in MaxAgent.

Minimizing and Closing MaxAgent

Explains how to minimize or exit the MaxAgent application.

Searching in Tabbed Windows

Details how to perform searches within the various tabbed windows.

Customizing the Display

Introduces options for personalizing the MaxAgent user interface layout.

Showing or Hiding Columns

Guides on selecting which columns to display in MaxAgent data views.

Resizing, Rearranging, and Sorting Columns

Explains how to adjust column sizes, order, and sort data in MaxAgent.

Showing, Hiding, or Rearranging Toolbar Buttons

Describes how to customize the MaxAgent toolbar buttons.

Hiding or Showing the Dialing Field

Explains how to show or hide the dialing input field in MaxAgent.

Showing Pop-ups for Incoming Calls

Details how to enable pop-up notifications for incoming calls.

Docking the Tabbed Pages

Explains how to dock and arrange tabbed pages within the MaxAgent window.

Making a Tab a Separate Window

Guides on detaching a tabbed page into its own independent window.

Agents Working Without a Desktop

Describes an alternative method for agents without a desktop to use MaxAgent.

Using MaxAgent

Answering Calls

Provides instructions on how to answer incoming calls using MaxAgent.

Making Calls

Details the process of initiating outgoing calls via MaxAgent.

Shortcut-Key Dialing and Smart Tag Dialing

Explains using shortcut keys and smart tags for efficient call dialing.

Redialing

Describes how to redial the last dialed number using MaxAgent.

Placing Calls on Hold

Guides on how to place an active call on hold and resume it.

Transferring Calls

Explains the procedure for transferring calls to other extensions or parties.

Forwarding Calls

Advises on call forwarding settings within the MaxAgent and Lync environment.

Making Conference Calls

Details the steps to initiate and manage conference calls using MaxAgent.

Recording Calls

Explains the call recording feature and its usage, including warnings.

Recording on Demand

Describes how to initiate call recording manually during an active call.

Using Account Codes

Explains how to associate calls with account codes for billing or tracking.

Using MaxCall

Details the functionality of MaxCall for transmitting caller IDs and recorded messages.

Transmitting Phrases

Guides on using pre-recorded phrases for specific campaigns or calls.

Recording Phrases

Explains how to record new phrases to be used with MaxCall.

Reviewing or Deleting a Phrase

Describes how to manage existing recorded phrases in MaxCall.

Working with Voicemail Messages

Explains how to access and manage personal and workgroup voicemails.

Viewing the Voicemail Tab

Details how to view voicemail messages within the MaxAgent interface.

Listening to Voicemail Messages

Guides on playing back voicemail messages and their configuration.

Saving or Exporting Messages

Explains how to save or export voicemail messages as audio files.

Attaching Notes to Messages

Describes how to add notes to voicemail messages.

Forwarding Voicemail Messages

Guides on forwarding voicemail messages to other extensions or groups.

Recording an Introductory Message

Explains how to record an introductory message for voicemail forwarding.

Monitoring Extensions/Workgroups

Details how to monitor the activity of other agents and workgroups.

Choosing Workgroups to Monitor

Guides on selecting specific workgroups or extensions for monitoring.

Viewing the Monitor List

Explains the information displayed in the monitor list for active extensions.

Calling or Picking Up Calls

Describes how to answer or pick up calls from monitored extensions.

Viewing the Call History

Explains how to view a history of handled workgroup calls.

Viewing Workgroup Status

Guides on how to view the real-time status of workgroups.

Viewing Workgroup Performance

Details how to view performance statistics for workgroups.

Viewing Queues

Explains how to view calls waiting in workgroup queues.

Configuring MaxAgent

Adjusting General Settings

Covers basic configuration options like password, trunk access, and general behavior.

Configuring Max Smart Tags

Explains how to set up and use Smart Tags for quick dialing from Office apps.

Configuring Office 2003 programs for Smart Tags

Provides specific steps to enable Smart Tags in Office 2003 applications.

Configuring Office 2007 programs for Smart Tags

Provides specific steps to enable Smart Tags in Office 2007 applications.

Configuring Internet Explorer to display Smart Tags

Guides on enabling Smart Tags for Internet Explorer add-ons.

Customizing Message Notifications

Details how to configure alerts for new voice messages.

Working with Voicemail Groups

Explains how to set up and manage voicemail groups (distribution lists).

Creating New Voicemail Groups

Provides steps for creating new personal or system voicemail groups.

Updating Voicemail Groups

Guides on modifying existing personal voicemail groups.

Setting Alert Preferences

Explains how to configure call notification preferences like screen pops and beeps.

Showing or Hiding Tabs

Describes how to customize the visibility of tabs in the MaxAgent interface.

Logging Errors

Explains how to enable and manage application error logging for troubleshooting.

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