Altigen MaxAgent Manuals

Manuals and User Guides for Altigen MaxAgent. We have 2 Altigen MaxAgent manuals available for free PDF download: Manual, User Manual

Altigen MaxAgent Manual

Altigen MaxAgent Manual (103 pages)

for MAX Communication Server Release 6.5 Update1

Brand: Altigen | Category: Software | Size: 1.32 MB

Table of Contents

Table of Contents

3
- CHAPTER 1 About Maxagent
  
  7
  - Hapter
    7
  - New in Release 6.5 Update1
    7
  - Act!/Goldmine® Support
    8
  - Microsoft Outlook and Outlook Express Support
    8
  - Licensing
    9
  - Hapter
    11
    
    Installation
    11
    
    Pre-Installation Checklist
    11
    
    Automatic Upgrade
    12
    
    Downgrade Procedure
    12
    
    Installing Maxagent on a Client System
    12
    
    Uninstalling Maxagent
    12
    
    Getting Started
    15
    
    Hapter
    15
    
    Logging in
    15
    
    Logging in Remotely
    17
    
    Version Mismatch Dialog Box
    17
    
    IP Extensions Using IP Talk
    18
    
    Overview of the Main Window
    18
    
    When Connection Is Broken
    18
    
    Status Bar
    19
    
    Toolbar Buttons
    20
    
    Call Information Panel
    21
    
    Tabbed Pages
    22
    
    Changing Activity Status and Recording Activity Greetings
    24
    
    Setting Status to Ready or Not Ready
    25
    
    Turning Do Not Disturb on and off
    25
    
    Log out or Change Workgroups
    26
    
    Minimizing and Exiting Maxagent
    26
    
    Shrinking Maxagent
    26
    
    Searching in the Tabbed Windows
    27
    
    Using the Windows Tray Phone Icon
    27
    
    Customizing the Display
    28
Using Maxagent as a Workgroup Agent

33
- Hapter
  33
  - Answering Calls
    33
  - Using Maxagent as a Workgroup Agent
    33
  - Dialing out
    34
  - Shortcut-Key Dialing and Smart Tag Dialing
    35
  - Dialing Speed Dial Numbers
    36
  - Placing Calls on Hold
    37
  - Redialing
    37
  - Transferring Calls
    38
  - Using Call Waiting
    38
  - Displaying a Note on the IP Phone LCD
    39
  - Transferring to Voice Mail
    40
  - Conferencing
    41
  - Making Conference Calls
    41
  - Station Conferencing
    41
  - Meetme Conference
    43
  - Working in the Meetme Conference Window
    44
  - Creating a Meeting
    45
  - E-Mailing a Meeting Invitation
    49
  - Starting and Stopping a Meeting
    50
  - What the Meetme Conference Host Can Do
    50
  - Continuing a Meeting Beyond Its Duration Time
    51
  - Joining a Meetme Conference
    51
  - Recording Calls
    52
  - Recording on Demand
    52
  - Using Account Codes
    52
  - Check Voice Mail
    54
  - Checking Voice Mail
    54
  - Dealing with Voice Mail
    54
  - Deleting Messages
    55
  - Save at Remote Server or Export Locally
    55
  - Attaching a Note
    56
  - Forwarding Voice Mail
    56
  - Returning a Call
    56
  - Monitor Other Extensions
    57
  - Monitoring the Activity of Other Extensions/Workgroups
    57
  - Choosing Workgroups to Monitor
    58
  - Calling or Picking up Calls
    59
  - Reading the Monitor List
    59
  - View the History of Calls
    59
  - Viewing the Call History
    59
  - Adding Your Contacts to Maxagent
    61
  - Check Workgroup Status
    61
  - Checking Workgroup Status
    61
  - E-Mail and IM from the Contacts Tab
    61
  - View Your Own Workgroup Performance
    62
  - Viewing Your Workgroup Performance
    62
  - View Queues
    63
  - Viewing Queues
    63
  - Pick up Calls from Queue
    64
  - Using Activex Control with Third Party Applications
    64
- CHAPTER 5 Configuring Your Maxagent
  
  65
  - General Information
    66
  - Call Handling
    69
  - One Number Access (ONA)
    71
    
    Before You Set up ONA
    72
    
    Setting up One Number Access
    72
  - Message Notification
    74
    
    Working with Voice Mail Groups (Distribution Lists)
    75
    
    Working on Voice Mail Group Lists
    76
  - Call Alert Options
    78
  - Voice Mail Play Options
    79
  - CRM Integration
    80
  - Tab Layout
    81
  - Theme Selection
    82
  - Iptalk
    83
  - Log
    85
- CHAPTER 6 Using Maxcall
  
  87
  - Logging in to Maxcall
    87
  - The Maxcall Tab
    87
  - Using a Phrase
    88
  - Recording a Phrase
    89
  - Reviewing a Phrase
    89
  - C Hapter
    91
- CHAPTER 7 Maxagent in Microsoft Office Communicator
  
  91
- Appendix A
  
  99
  - Troubleshooting IP Connectivity from a Remote Location
    100
  - Index
    101

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Altigen MaxAgent User Manual

Altigen MaxAgent User Manual (54 pages)

for Lync

Brand: Altigen | Category: Software | Size: 1.4 MB

Table of Contents

Table of Contents
3
C Hapter
5
CHAPTER 1 About Maxagent for Lync

5
- Operation Notes
  5
- Licensing
  5
CHAPTER 2 Installation

7
Hapter

9
- Getting Started
  
  9
  - Logging in
    9
    
    Logging in Remotely
    11
  - Overview of the Main Window
    12
    
    Status Bar
    13
    
    Toolbar Buttons
    14
    
    Call Information Panel
    14
    
    Tabbed Pages
    15
    
    Setting Availability
    16
  - Logging out or Changing Workgroups
    17
  - Minimizing and Closing Maxagent
    17
  - Searching in Tabbed Windows
    17
  - Customizing the Display
    18
    
    Adjusting the Maxagent or Lync Panes
    18
    
    Showing or Hiding Tabs
    18
    
    Showing or Hiding Columns
    19
    
    Resizing, Rearranging, and Sorting Columns
    19
    
    Showing, Hiding, or Rearranging Toolbar Buttons
    20
    
    Hiding or Showing the Dialing Field
    21
    
    Showing Pop-Ups for Incoming Calls
    21
    
    Docking the Tabbed Pages
    21
    
    Making a Tab a Separate Window
    21
  - Agents Working Without a Desktop
    22
Hapter

23
- Using Maxagent
  
  23
  - Answering Calls
    23
  - Making Calls
    24
    
    Shortcut-Key Dialing and Smart Tag Dialing
    24
    
    Redialing
    25
  - Placing Calls on Hold
    25
  - Transferring Calls
    26
    
    Forwarding Calls
    26
  - Making Conference Calls
    27
  - Recording Calls
    27
    
    Recording on Demand
    27
  - Using Account Codes
    28
  - Using Maxcall
    29
    
    Transmitting Phrases
    30
    
    Recording Phrases
    30
    
    Reviewing or Deleting a Phrase
    31
  - Working with Voicemail Messages
    31
    
    Viewing the Voicemail Tab
    32
    
    Listening to Voicemail Messages
    32
    
    Saving or Exporting Messages
    33
    
    Attaching Notes to Messages
    34
    
    Forwarding Voicemail Messages
    34
  - Monitoring Extensions/Workgroups
    35
    
    Choosing Workgroups to Monitor
    35
    
    Viewing the Monitor List
    36
    
    Calling or Picking up Calls
    37
  - Viewing the Call History
    37
  - Viewing Workgroup Status
    38
  - Viewing Workgroup Performance
    39
  - Viewing Queues
    40
Hapter

43
- Configuring Maxagent
  
  43
  - Adjusting General Settings
    43
    
    Configuring Max Smart Tags
    45
  - Customizing Message Notifications
    47
  - Working with Voicemail Groups
    48
    
    Creating New Voicemail Groups
    48
    
    Updating Voicemail Groups
    50
  - Setting Call Alert Preferences
    50
  - Customizing How Messages Play
    51
  - Showing or Hiding Tabs
    51
  - Logging Errors
    52
Index

53

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