Unity Agent Quick User Guide

Standard vs Enterprise Features

Unity Agent is available in Standard and Enterprise variants. The features available are as follows:

Unity Agent

Full call control, directory integration and service configuration [as outlined in the Unity Desktop user guide], plus:

• Agent state [available, unavailable, wrap-up]
• Joining & leaving call centers
• Statistics for all queues that the agent is a member of [the agent’s own stats and summary queue stats such as calls in queue]

Unity Agent Enterprise

All Unity Agent features but also including:

• Callback abandoned calls. Call center abandoned call remote numbers can be assigned by Unity Supervisor Enterprise for Unity Agent Enterprise to click-to-dial and marked as Processed. Note: This capability requires the customer to also be running Unity Wallboard and Unity Supervisor Enterprise
• Unity Connect API  integration with third party database applications

The first time Unity is started you will be prompted to enter the configuration details, as shown below. Unity can then retain the connection and authentication details for later use. The Login ID and Password will be assigned from your Service Provider.

Next you will be prompted for the server address for your Service Provider. If this field is already populated do not change it. In most cases you can leave the Server Port as 2208.

Leave the Unity Server Connection Details as those pre-filled.

Restart Unity Agent to begin.

Call Center Login Details

Once Unity has been restarted it will connect to the host BroadWorks system and populate all the Call Center Instance IDs for the call centers that the agent is a member of as shown below.

Unity is split into six functional areas; ACD Buttons, Call Control buttons, Personal Wallboard, Active Call Window, Contacts [Busy Lamp Field and Instant Messages]. Contacts is a tab that can be toggled to display Call Logs, Abandoned Calls and the Voicemail tab.

ACD State Buttons

ACD State buttons for setting the agent’s availability to the call center. When clicking “Unavailable” the user will be presented a list of unavailable codes as configured in BroadWorks.

Call Control

Call Control buttons provide quick access to common telephone handling commands. Only services that are assigned to the user are displayed.

Active Call Window

This provides a list of all current calls and their state. For example, Ringing, Active or On Hold. The duration of the call is also displayed.

Contacts [Busy Lamp Field]

This panel will display up to 30 monitored users, displaying their Do Not Disturb [grey], Available [green], Engaged [red] or Ringing [orange] state as icons.

Call Logs

Toggling the bottom Contacts panel to Call Logs will display Missed Calls, Received Calls and Dialled Calls.

Abandoned Calls

In the Agent Enterprise version, a supervisor can assign abandoned calls to the agent for a callback. These will be listed in the “Abandoned Calls” tab. Double click these calls to make the outbound call. If the agent is a member of BroadSoft premium call center using DNIS, then Unity will automatically change the outbound CLI to be that of the DNIS queue. Right click the call to mark as processed and remove from the agent list.

Please note that this functionality requires an instance being setup for the group in Unity Wallboard.

Voicemail

Clicking into the Voicemail tab will display a list of voice messages with the most recent at the top.

All calls are managed through the call control buttons at the top of the application.  These buttons will change depending on the state of the selected call, or the only call if there is only one call in the Active Call Window. For example, the Answer/Release and Hold/Retrieve buttons toggle as only one of these options will be valid at any time.

Making a Call

Using the Dial Window

Click the Dial button to bring up the Dial dialogue box, as shown below. Using the computer keypad enter the desired number and press Enter or click OK to make the call.

Using the Contacts Panel

Double click a user icon or right click and select “Call extension”

Answer a Call

When Unity displays an inbound call, click the Answer icon  or double click the call in the Active Call Window to answer the call.

End a Call

Click the Release button  to end the currently selected call.  If there are multiple calls in the Active Call Window, make sure you select the right call before clicking Release.

Redial

You can also right-click the Dial button to see a list of the last 10 dialed numbers.  Simply click on an entry to dial the party, as shown below.

Send Call to Voicemail

To send an inbound caller directly to your voicemail click the Voicemail button.  

Announced Transfer

Receive and answer an inbound call. Make a new call to the desired destination extension or number as described Make a Call above. This will automatically place the first caller on Hold and will open a new call in the Active Call Window. Once the called party answers, click Transfer  and select the context menu option to transfer both calling parties together.

Warm Transfer

Unity Agent allows you to warm transfer a call by right clicking the user you want to transfer the call to and selecting “warm transfer” from the context menu. This will then put the original caller on hold and dial the selected number.  When ready, click the transfer button in the call center control options panel and the two calls will be transferred.

Blind Transfer

Using Contacts Panel Drag and Drop

Unity Agent can be configured to automatically blind transfer a call by dragging the call from the Active Call Window and dropping it on a user icon or number icon in the Contacts panel, or dropping it onto a call center queue [if agent is configured as an agent with call center queues].

Using Transfer Button

Once on a call click the Transfer call control button. In the Transfer window enter the destination and click OK.

Using Right Click  

While on an active call right click the recipient icon or number in the Contacts panel or Search. Select “Transfer call to extension” to blind transfer the call.

Call Hold/Retrieve

The Hold/Retrieve function toggles depending on the status of the currently selected call. Hold is only available for an active call while Retrieve is only a valid option for a call currently on Hold.

Placing a Call on Hold

To place a current active call on Hold, press the red Hold button. The call status will now show as on hold in the Active Call Window and there will be an On Hold icon alongside the call.

Retrieving a Held Call

Click the held call in the Active Call Window to select it. Click the Retrieve button to take the call off hold, you can also double click the call to retrieve it.

Conference Calling

A conference call can be established with any combination of internal and external numbers. The total number of parties that can be supported is determined by service assignment.  The Three-Way Calling user service supports conference calls with two other parties only while the N-Way Calling user service supports conference calls with more participants.

Starting a Conference Call

You can select two calls in the Active Call Window and click this button to quickly conference everyone together.  Once in a conference you can easily select other calls and add them to it, but you must start with a conference with two other calls first.  You can use the hold and retrieve buttons to hold the whole conference, and use the release button to drop a caller out of the conference.  Please note this feature depends on service assignment so may not always be available.

Call Recording

You can use this button to manage call recording in two ways.  You can right-click on the button to select how to record calls.

Or left click to start, stop, pause or resume recording the selected call.  The button will change to show if the selected call is currently being recorded, or if recording is paused or stopped.

Depending on the call recording option selected you may see a menu when clicking this button, as below.

The Active Call Window gives visual representation of the status of all calls the user receives or is currently managing.

Window Layout

From- This field will display the incoming CallerID or the name

To- This field displays the name of the user, hunt group or call center

Duration- This displays the total time elapsed since the call was first answered.

Status- This shows the Ringing/Active, on On Hold and recording status of each call.

Calls In Queue

Agents can optionally see all calls in queue for the Call Centers they are joined to, as shown below. This is configured in Settings>Agent>Display queued call center calls in the list.

Drag & Drop is an important feature of Unity, it means that in order to perform an action on a call you can simply drag it on top of something.  For example if you want to blind transfer a call to a user then this can be done by simply searching for that user, then dragging the call and dropping it on that user in the contacts list.  You may see some options here depending on what was configured in settings, or Unity can automatically blind transfer the call.  Similarly if you want to perform an announced transfer then simple drag one call on top of the other in the Active Call Window, the calls will be transferred together and be removed from the list.

You can also drag other objects into this list to make a call, for example drag a user from the contacts list into the Active Call Window to call that internal user’s extension or external contact’s number.

The Contacts tab gives a visual indication of the status of users [within the group/enterprise] that are currently being monitoring. A maximum of 30 users can be displayed. Double clicking a monitored user will call them and right clicking will bring up a dynamic options menu.

Contact Panel Display Options

There are three different views available, as outlined below. Right-click anywhere in the Contacts panel and select Appearance list to change the view.

Details View

This view provides by far the greatest amount of detail, but requires more space [although the list can be shortened in which case scroll bars will automatically appear]. This is the recommended view for Agents as it shows the ACD state of up to 30 monitored Agents.

List View

This option will display all users in a list.

Small Icon View

This view combines a simplified look and space reduction.

Tile View

This view is similar to Icon view but uses more white space to provide a cleaner look.

User Icons

There are four main user icons states shown in the Contacts panel, regardless of the view chosen.

Instant Messaging Availability

Regardless of a user’s Available/Ringing/Engaged/DND state, if they currently have any version of Unity open they will be available for instant messaging. This is shown by the blue dot at bottom right of the user icon.

Managing Monitored Users in the Contacts Panel

The Contacts panel will display 30 users. In the Contacts panel right click anywhere and click “Manage user list”. This will allow you to choose which users to display.

Park Call on Extension

Will park the call on the monitored user’s extension park slot.

Retrieving Parked Calls

Once a call has been parked onto a user’s extension, their Unity will display a “P” and a toast pop up window will appear. In order for the user to retrieve the parked call they simply need to click either the “P” or the toast pop up. If the call is not retrieved it will be redirected back to the original user who parked the call.  

Camp Call on Extension

Will camp the call onto the engaged monitored user. When the user goes back on-hook the camped call will be delivered and their phone will start ringing.

Instant messages can be sent and received between any Unity app [Reception, Desktop, Agent, or Supervisor]. Messages sent to offline user [those that do not have an instance of Unity open] can be stored and delivered when the recipient next opens Unity.

Docking the IM Window

Instant Messages can be displayed in the Docked IM Window or as separate dialogue boxes for each individual IM thread. If the docked window is used IMs can be initiated via drag and drop and new IM windows will not pop over other applications.

Undocking and Redocking IM sessions

You can undock an IM message by clicking the “Expand conversation to separate window” button. The IM session will now be a standalone window.

Sending an Instant Message

Send an instant message either by right clicking a user icon in Contacts panel or Search and selecting “Instant Message” from the drop list, or by dragging a user icon into the docked IM panel.

Adding Participants to an Existing IM Session

When an IM conversation is in the Docked IM panel you can drag a user icon from the Contacts Panel or Search and drop them on the IM window to add them to the conversation.

Logging IM Sessions

You will find the Instant Messaging and presence logging options in the Settings tab. Here you will be able to configure how IMs are saved, what file type they are (CSV or HTML) and where they are saved.

Personal Directory -  Right click in Contacts

Personal Directory - Right click on monitored user

Add New Entry

Enter the Name and Number and click OK.

If the number specified is already in the Directory the user will be alerted as below.

Edit Entry

Use the Search field in Contacts to locate the entry. You can search by either Name or Number. Right click the Entry and select “Edit”.

Remove Entry

Use the Search field in Contacts to locate the entry. You can search by either Name or Number. Right click the Entry and select “Remove”.

Dialing Directory Entry

Locate the entry either on the Contacts panel or Search. Drag the entry into the Active Call Window or double click to make a call, or right click the entry and click “Call number”.

Import Personal Directory

Agent will allow the user to import a .csv file of directory entries, provided they are in “name, number” format. Right click in the Contacts panel, select “Personal directory > “Import” and then browse to the location of the csv.

Export Personal Directory

To export Personal Directory entries right click in Contacts and select Personal directory > “export”. You will be prompted to save the file locally.

The Contact Search field combines all BroadWorks and Outlook Contacts directories to create a central search repository. The BroadWorks directories include the Common Phone List [system speed dials], the receptions user’s own Personal Directory entries, and the Group Directory which includes all the other users in the group as well as hunt groups, auto attendants and call centers. Unity can also integrate with third party LDAP [including Microsoft Active Directory] and SQL directories.

Right click in the search box to select a directory, then click the search button to clear it and see the default list of monitored users.

Search results will display each number for a contact as a separate line. Drag or double click the entry to make a call or right click to select a call action from the context menu.

Handset icons represent external numbers or system resources such as hunt groups for which presence information cannot be displayed.

The Call Logs tab displays Missed, Received and Dialed Calls with a date and time stamp showing the most recent call at the top. Up to 20 numbers are listed unless the Enhanced Call logs service is assigned to the Agent user in BroadWorks. Calls to the Agent user DID as well as hunt group and call center calls that have reached the Agent user are shown.

Drag or double click an entry to make a call to that number. Call logs can be exported as a csv file, either individually or together, but clicked the Export button.

The “My Status” link provides an indication of the current status of the user as well as quick access to key services that are regularly modified.

CommPilot profiles are also used to convey presence information to other users within the group or enterprise.

Call Forward Always

Remote Office

Connect to a Device

The user can easily select the device to connect to through the My Status link, as shown below.