Contents
- Introduction
- General Information
- Contact Center Configuration Process
- Initial General Configuration
- Inbound Voice and Chat Service Configuration
- Outbound Campaign Configuration
- Email Service Configuration
- Users and Teams
- Overview
- Users
- Forwarding and Voicemail Operation
- Teams
- Agent Dashboard Metrics
- Roles
- Privileges
- Skill Levels
- Help Screens
- Directory
- Scenario Entries
- Scenario Entries Overview
- Dial-in
- Messaging
- Web Callback
- 1 Email
- 2 Screen Properties
- 3 Email Routing
- Scenarios
- Services and Campaigns
- Services and Campaigns Overview
- Properties Tab
- Assignments Tab
- Lists Tab
- Dispositions Tab
- Activity Tab
- Numbers Tab
- Service Level Tab
- Outbound Tab
- Results Tab
- Archive Tab
- Canned Tab
- Email Tab
- Pre-defined Dispositions
- Outbound - General
- Outbound - Calling Hours
- Outbound - Dial Rules
- Outbound - DNC
- Outbound - Diagnostics
- Forms
- Lists
- Tasks
- Call Center Configuration
- General Settings
- Integration Accounts
- Knowledge Base
- Calendars
- Hours of Operation
- State Calling Hours
- Auxiliary Skills
- Audio Treatments
- Shared Voice Segments
- Voicemail
- Omni-Channel Routing
- Chat Settings
- Email Settings
- Quality Management
- Reporting
- Security
- Appendices
The logic of processing of an inbound email interaction is initially determined by the email address that was used by the email sender. In the simplest case, such email addresses can correspond to your email services (e.g., your sales@company-name.com and support@company-name.com may be associated with your Sales and Support services, respectively). In a more complex configuration, you may want to apply some keyword-based analysis of email texts to associated emails with appropriate services (e.g., an email coming to support@company-name.com can be further categorized into Smartphone Support and Tablet Support services based on the presence of the words phone and tablet in the text of email messages).
The logical entity that describes association between email addresses and keywords on the one hand and email services on the other hand is called email scenario entry. Unlike the other types of scenario entries, the email entries do not currently refer to any actual scenarios. All information required for association of incoming emails with services in the current release is contained in the configuration settings of the email entries themselves.
Note that before you configure an email scenario entry, you should set up a corresponding email service. If you plan any keyword-based categorization, it may also be easier to define upfront all of the known services to which the emails arriving via this entry may be attributed. Once the email entry is set up according to your initial needs, you can add more services and update the categorization rules at any time.
Note: Bright Pattern Contact Center stores all processed emails for activity history, reporting, and quality management purposes. These storage practices may not coincide with the general email retention policies of your organization. For compliance with such general retention policies, we recommend that you always store copies of all emails received to and sent from the email addresses used for email scenario entries.
Email scenario entries are managed in the Contact Center Administrator application. To set up and manage email scenario entries, navigate to Configuration > Scenario Entries > Email.
Note: This option is visible and available to you only if the email management capability is enabled for your contact center at the service provider level.
If you have no email scenario entries set up, create them by clicking the "+" button. Once you have added an email scenario entry, screen properties will be visible on the right-hand pane of the screen.
Screen Properties
The screen properties for email scenario entries are organized into two tabs: Account and Services. The settings for each tab are described as follows.
Account tab
Email address
Email address is the address that customers will use to send emails to a specific service or a range of services. This address will also appear in the From: field of corresponding email replies as well as any outbound emails related to services associated with this scenario entry. This parameter is mandatory.
Display name
Display name is the name that will be shown for the email address that customers will use to send emails to a specific service or a range of services (e.g., "Bright Pattern Support" is a display name for "support@brightpattern.com"). This parameter is mandatory.
Server type
Server type defines what protocols are used to send and retrieve email messages. The POP3/SMTP protocol is supported, as is the Microsoft Exchange Web Services protocol.
The pull-down menu provides two options: POP3/SMTP and Microsoft exchange. The email settings that follow are dependent on the server type that you select.
Microsoft Exchange email retrieval and email sending is supported as of Bright Pattern Contact Center version 3.15. The protocol works for users who have on-premise Microsoft Exchange 2013 accounts with only the Exchange Web Services protocol available (i.e., for users who without POP3), as well as for users who plan to move to an Outlook365 managed service. The protocol works with Exchange 2013, Outlook.com, and Hotmail.com managed services.
POP3 Properties
Selecting server type POP3/SMTP will bring up the following properties for Incoming Mail and Outgoing Mail.
Incoming Mail
Server type
Server type is the type of server used for the transmission of email messages to the email address. It is read-only. The POP3 protocol is supported.
Host
Host is the name of the host where the server is run. This parameter is mandatory.
Connection security
Connection security provides indication of whether a cryptographic protocol (TLS or SSL) will be used to secure this connection.
- For a nonsecure connection, select none.
- To negotiate encryption in a plain connection, select negotiate encryption in a plain connection (STARTTLS).
- For an immediate secure connection, select use an encrypted connection (TLS/SSL v3).
Port
Port is the port assigned to the server on the host. This parameter is mandatory.
Username
Username is the username for email client authentication. This parameter is mandatory.
Password
Password is the password for email client authentication. This parameter is mandatory.
Retrieval interval
Retrieval interval is the mail retrieval period. By default, the account is checked for the presence of new mail every 15 seconds. Some POP3 mail servers may be configured to lock out accounts that access mailboxes at this rate due to excessive activity. If this is the case, use this Incoming Mail, Retrieval interval parameter to increase the retrieval period to any value between 15 and 86400 seconds.
Enabled
Enabled indicates whether the account is currently enabled. Accounts can be disabled manually or automatically, as described. Accounts can only be enabled manually.
After incoming emails have been retrieved for processing, Bright Pattern Contact Center normally deletes those emails from the mailbox. However, if the POP3 server is configured for read-only access, the emails will stay in the mailbox and will be retrieved repeatedly until the system runs out of disk space. To prevent this from happening, the system will automatically disable the email account if an attempt to delete incoming mail returns an error from the POP3 server.
If an account is disabled, you should check the Last error message. If the message indicates that the account has been disabled for the aforementioned reason, reconfigure your POP3 server for full access, and enable the account manually.
Last error
In case the account has been disabled automatically (see above), the Last error parameter displays the error message that caused the system to disable the account. This parameter is read-only.
Test
The Test button is used to verify the correctness of your connection settings.
Outgoing Mail
Server type
Server type defines what protocols are used to send and retrieve email messages. It is read-only. The SMTP protocol is supported.
Host
Host is the name of the host where the server is run. This parameter is mandatory.
Connection security
Connection security provides indication of whether a cryptographic protocol (TLS or SSL) will be used to secure this connection.
- For a nonsecure connection, select none.
- To negotiate encryption in a plain connection, select negotiate encryption in a plain connection (STARTTLS).
- For an immediate secure connection, select use an encrypted connection (TLS/SSL v3).
Port
Port is the port assigned to the server on the host. This parameter is mandatory.
Server requires authentication
Selecting the Server requires authentication checkbox forces the user to enter a username and password for email client authentication. If you do not select the checkbox, a username and password will not be necessary.
Username
Username is the username for email client authentication. This parameter is mandatory.
Password
Password is the password for email client authentication. This parameter is mandatory.
Test
The Test button is used to verify the correctness of your connection settings.
Microsoft Web Exchange Service Properties
Selecting server type Microsoft exchange will bring up the following properties for Incoming Mail and Outgoing Mail.
EWS URL
EWS URL is the Exchange Web Service URL from which the email will be retrieved.
Username
Username is the username for email client authentication. This parameter is mandatory.
Password
Password is the password for email client authentication. This parameter is mandatory.
Retrieval interval
Retrieval interval is the mail retrieval period. By default, the account is checked for the presence of new mail every 15 seconds. Some mail servers may be configured to lock out accounts that access mailboxes at this rate due to excessive activity. If this is the case, use this Incoming Mail, Retrieval interval parameter to increase the retrieval period to any value between 15 and 86400 seconds.
Enabled
Enabled indicates whether the account is currently enabled. Accounts can be disabled manually or automatically, as described. Accounts can only be enabled manually.
After incoming emails have been retrieved for processing, Bright Pattern Contact Center normally deletes those emails from the mailbox. However, if the Microsoft Web Exchange Service server is configured for read-only access, the emails will stay in the mailbox and will be retrieved repeatedly until the system runs out of disk space. To prevent this from happening, the system will automatically disable the email account if an attempt to delete incoming mail returns an error from the Microsoft Web Exchange Service server.
If an account is disabled, you should check the Last error message. If the message indicates that the account has been disabled for the aforementioned reason, reconfigure your Microsoft Web Exchange Service server for full access, and enable the account manually.
Last error
In case the account has been disabled automatically (see above), the Last error parameter displays the error message that caused the system to disable the account. This parameter is read-only.
Services tab
The Services tab presents settings related to email services.
Default service
Default service is the email service that will be associated with emails arriving via this entry if categorization rules are not set or do not provide any keyword matches. This parameter is mandatory.
Default priority
Default priority is the queueing priority that will be given to emails attributed to the default service. Priority determines the position of the email interaction requesting the default service in the queue, relative to email interactions associated with other services that are competing for the same agents.
The value range is from 1 (the lowest and the default value) to 100. Unlike other media types, the priority of email is absolute (i.e., an email with a higher priority always will be distributed to a qualified resource before emails with lower priority regardless of the time any of those emails spent in the queue).
Customer reply priority
Customer reply priority is the queuing priority of customer emails related to existing email threads.
The system automatically checks whether an incoming email may be part of an existing email thread (e.g., after receiving a reply to an original email request, the customer may have additional questions). Such emails bypass the keyword-based analysis. Instead, they are automatically attributed to the same service as the original request. This parameter allows you to distribute such emails with a higher priority than any new email requests.
For more information about email priority, see the description of the Default priority setting.
Optional Filters
Optional Filters is where you add the list of filters that will be used to assign emails arriving at the given email scenario entry to different services using keyword-based analysis of the email subjects and body text.
To add a filter, click add.
Filters are checked for possible keyword matches in the order in which they appear on the list. As soon as a match is found, the corresponding service and priority are assigned to the email interaction. Note that this order may be affected by the language setting of the filter. See the description of the Language setting for more details.
Newly created filters will appear at the end of the list. To change the position of a filter in the list, drag it to the desired location.
To edit or remove an existing filter, hover over it and select the desired function.
Language
The Language setting is where you select the language in which the keywords of the given filter will be written. This setting only matters if the filter’s keywords may have different meaning in different languages. Otherwise, leave this parameter set to the default value <Any>.
Initially, the system will try to detect the language of the email text automatically.
If the language is not identified, only the filters set to Any will be checked for keyword matches.
If the language is identified, the system will first check the filters set to Any and then check the filters set to the detected language.
Keywords
Keywords are the keyword expressions that you specify. Each keyword/phrase in the expression must be set in quotation marks. Logical expressions can include logical operators AND, OR, XOR, NOT, and parentheses (e.g., “connection loss” AND (“router” OR “modem”)).
Service and Priority
The Service is the email service that will be associated with email interactions matching this filter.
The Priority is the priority that will be assigned to email interactions matching the filter. For more information about email priority, see the description of the Default priority setting.
Salesforce.com synchronization
Integration account
The default integration account is < < None > >. To add an integration account, click add/edit. If prompted to do so, save your changes before proceeding.
Adding a new integration account will cause you to be redirected to Call Center Configuration > Integration Accounts within the Contact Center Administrator application. From there, you will be able to update the screen properties for your new Salesforce.com integration account. Learn more at section Integration Accounts of the Contact Center Administrator Guide.
Email Routing
The Agent Desktop application can be integrated with Salesforce.com (SFDC) for email routing and reporting.
Agent Desktop is used for handling emails, and Salesforce.com (SFDC) is used for handling screen pop. Note that SFDC licenses are required. Bright Pattern and SFDC are integrated on both a server and a client side.
A typical process for SFDC email routing is as follows:
- Bright Pattern Contact Center receives incoming emails and routes them to agents.
- Email replies are drafted in Agent Desktop and sent directly.
- The cases and emails are synchronized to SFDC as cases and emails in Activity history, and they are linked to an agent (user) and a contact.
- The first email routed in such a way results in a screen pop of the customer/contact record in SFDC.
- Agent Desktop will also display the contact and activity history (if contact feature is used).
- Each subsequent email results in a screen pop of the SFDC case.
Bright Pattern Contact Center would retain all of the routing control and reporting data. Switching between two screens (Agent Desktop and SFDC) is required.
For more information on SFDC integration, see the Salesforce.com Integration Guide.