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User Guide

Conventions

This manual uses the following conventions.

Convention

Description

boldface font

Used to describe the menu items or field names

Italic font

Used to describe some important notes 

Transfer to Queue

To blind-transfer an active call to a queue, 

  • From the queues dropdown, agent selects a queue

  • Click “Queue Transfer” to transfer the call to the selected queue.

  • The call is transferred to a DN attached to the selected queue. 

Transfer to a Queue Member

To blind-transfer an active call to an agent in the queue. 

  1. From the queues dropdown, agent selects a queue

  2. A list of all agents available in this queue are listed.

  3. Click “Transfer” to transfer the call to selected the agent.

  4. The gadget will complete the transfer as soon as other agents accept the call. In case other agent does not accept the call, the gadget will wait for the configured time period and display the “Failed to transfer” alert. The agent then will have to manually either end or complete the transfer from the finesse interface. This situation can be avoided by enabling auto-answer functionality.

Recommended Hardware

Item

Recommended

Notes

CPU

2 vCPU


Memory

4 GB


Disk Space

30 GB 

Minimum disk space requirement is 10 GB. The recommendation is to account for transactional storage and logs.

NICs

1

Only one interface card is required per virtual machine

Recommended Software

Item

Recommended

Notes

Operating System

  • Windows Server 2012 Standard Edition (x64)

  • Windows Server 2014 Standard Edition (x64)

supported on these operating systems

Database Server

Microsoft SQL Server 2008 or Higher, Standard or Express edition

Express edition can work fine upto 10 GB storage. 

Java Runtime

JRE 8


.Net Framework

4.5





Text Edit Tool

Notepad++

Or similar for editing configuration changes and reviewing logs

Zip Extraction Tool

FileZilla or similar

To extract ZIP files 

Signed Certificates

Signed certificates by a certifying authority either Domain signed certificates or from any valid certifying authority


Features of Call Transfer Gadget

Agent

This column represents the agent's first name and last Name. 

Login ID

This column represents the Login ID of the Agent. 

Status

The status column represents the status of the agent: Ready, Not Ready, Working, Talking.

Extension

The extension column shows the extension of an agent.

Action

Action is used to transfer the call to a particular member of the queue.

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