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Table of Contents

FortiVoice Phone System Administration Guide

Configuring other agent information

Configure call agent skill sets, skill levels, reason codes, data service, and global Setting to be used for configuring agent profiles.

Adding agent skill sets

Depending on the agents skills and the nature of your business, you can classify agents into different groups, such as Billing, Sales, or Support.

To add an agent skill set

  1. Go to Call Center > Configuration > Skill Set.
  2. Click New.
  3. Enter a name, such as HR, and description for the skill set.
  4. Click Create.

Creating agent skill levels

The FortiVoice unit comes with 9 default skill levels, ranging from 10 to 90, with 10 to 30 being junior, 40 to 60 being intermediate, and 70 to 90 being senior. You can modify the default skill level descriptions, or create new skill levels.

To create an agent skill level

  1. Go to Call Center > Configuration > Skill Level.
  2. Click New.
  3. Enter the skill level and description.
  4. Click Create.

Modifying agent reason code descriptions

Agent reason codes explain why agents are not able to take calls, such as due to lunch break, meeting, or vacation. You can add new codes and change code descriptions of the default reason codes.

To add an agent reason code

  1. Go to Call Center > Configuration > Reason Code.
  2. Click New.
  3. Enter the code name, code number, and code description.
  4. Click Create.

Configuring data service

If you use a third party software to generate call center reports or statistics, you can configure the FortiVoice unit to back up the data.

To configure data service

  1. Go to Call Center > Configuration > Data Service.
  2. Select Enabled to activate the service.
  3. Configure the schedule time.
  4. Enable Local if you want to back up locally.
  5. Enable Remote and configure the FTP/SFTP server credentials if you want to back up remotely.
  6. Enter the email address for sending the call center reports or statistics.
  7. Configure the maximum backup number. When the maximum number is reached, the oldest version will be overwritten.
  8. Click Field description to view the FortiVoice data value description.
  9. Click Apply.

Setting caller priorities

You can set call answering priorities for callers entering the call queue. A new call always starts with the lowest priority. However, a queue manager with privileges can change the priority of a call on the agent console of the user web portal.

To set caller priorities

  1. Go to Call Center > Configuration > Global Setting.
  2. Enter the caller’s highest and lowest priorities.
  3. Click Apply.

Configuring other agent information

Configure call agent skill sets, skill levels, reason codes, data service, and global Setting to be used for configuring agent profiles.

Adding agent skill sets

Depending on the agents skills and the nature of your business, you can classify agents into different groups, such as Billing, Sales, or Support.

To add an agent skill set

  1. Go to Call Center > Configuration > Skill Set.
  2. Click New.
  3. Enter a name, such as HR, and description for the skill set.
  4. Click Create.

Creating agent skill levels

The FortiVoice unit comes with 9 default skill levels, ranging from 10 to 90, with 10 to 30 being junior, 40 to 60 being intermediate, and 70 to 90 being senior. You can modify the default skill level descriptions, or create new skill levels.

To create an agent skill level

  1. Go to Call Center > Configuration > Skill Level.
  2. Click New.
  3. Enter the skill level and description.
  4. Click Create.

Modifying agent reason code descriptions

Agent reason codes explain why agents are not able to take calls, such as due to lunch break, meeting, or vacation. You can add new codes and change code descriptions of the default reason codes.

To add an agent reason code

  1. Go to Call Center > Configuration > Reason Code.
  2. Click New.
  3. Enter the code name, code number, and code description.
  4. Click Create.

Configuring data service

If you use a third party software to generate call center reports or statistics, you can configure the FortiVoice unit to back up the data.

To configure data service

  1. Go to Call Center > Configuration > Data Service.
  2. Select Enabled to activate the service.
  3. Configure the schedule time.
  4. Enable Local if you want to back up locally.
  5. Enable Remote and configure the FTP/SFTP server credentials if you want to back up remotely.
  6. Enter the email address for sending the call center reports or statistics.
  7. Configure the maximum backup number. When the maximum number is reached, the oldest version will be overwritten.
  8. Click Field description to view the FortiVoice data value description.
  9. Click Apply.

Setting caller priorities

You can set call answering priorities for callers entering the call queue. A new call always starts with the lowest priority. However, a queue manager with privileges can change the priority of a call on the agent console of the user web portal.

To set caller priorities

  1. Go to Call Center > Configuration > Global Setting.
  2. Enter the caller’s highest and lowest priorities.
  3. Click Apply.