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What is the WebRTC Bar
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\uD83D\uDCCB What’s about?

Info

You can find how to install the Agent's WebRTC Here.

The XCALLY Motion Web Real Time Communication Bar (WebRTC) is a native application, used by the Customer Care Agents to manage incoming and outgoing calls, embedded in the Omni Desktop Interface

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Note

It’s possible to use

webRTC

WebRTC only as Agents and not as Users

The WebRTC Bar is an alternative to the Windows-based Phonebar application when:

  • the The client platform is different from a Windows-based PC

  • no No manual installation, configuration and upgrade is desired on workstations

  • bandwith Bandwidth is limited (the WebRTC bar supports auto-adaptive Opus Codec: for more information, see here)

The Agents can access the functions set in their Profile, according to their skill levels or tasks in a teamwork: they will only receive and manage the calls landed on the queues the agents belong to and perform  actions defined by perform actions defined by the Administrator or Supervisor.

The Supervisor can (if allowed by the Administrator) use the Chanspy utility feature to barge in or whisper during a conversation between Customer and Agent.

(blue star) Log In 

  1. Open the Omni Desktop Interface 

  2.  The WebRTC Bar automatically appears on top of the screen.

Only the Agents, whose Typology has been set by the administrator as WebRTC, will be able to see the application on the Omnichannel Desktop.
Click here to better understand the Agent Typology.

🔌 Commands and Functions List

🎬 Video tutorial

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Icon

Function

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Enable/Disable Ringtone

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Set Speakers OFF/ON

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Set Mute ON/OFF

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Agent

Status, where green indicates that the webRTC is correctly registered and red

is

as unregistered (if this happens, ask your administrator to verify your installation prerequisites)

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Field used to type the number or the name of the contact to call

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image-20240328-091152.pngImage Added Start working after being on pause,

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image-20240328-091220.pngImage Addedstart a pause,

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image-20240328-091316.pngImage Added choose

the

a pause type among created pause
Moreover, by clicking on pause icon while you are busy in call, you book a pause to result in pause status at the end of the current call (without receiving new interactions)

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shows

Shows two timers: the first indicates how long you have been connected to the system, the second indicated since how long you have been paused (if on pause + pause typology)

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Click to show the dial pad

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Start a call

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Hold a call

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End a call

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Transfer a call

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Start a three-way conference

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Record the call: when recording, the button becomes red

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Show Settings

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Stop/Resume recording a call

Settings 

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Show Settings

⚙️ Agent Settings

Clicking on the

Settings  button Image Removed

Settings button, you can access to the Agent Settings:

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This section displays : 

  • WebRTC Agent Settings: Profile, Services, Audio, Requirements (see below).

  • Change Password

 button.

Profile

Image RemovedClick on Settings and
  • : If the Security Suite is enabled by the Admin, at the first login or after the expiration date the Agent is asked to change the password and must follow the security rules about the password syntax:

    • Minimum length of 8 characters

    • At least one lowercase letter

    • At least one uppercase letter

    • At least one digit

    • At least one symbol in the range ~!@#$%^&-_=+[{]}

  • Change Profile: You can change the profile with another associated to that agent

  • Logout button.

  • Manage MFA: This function is important to enable multifactor authentication, download a multifactor authenticator app like Microsoft Authenticator for Android and iOS or Google Authenticator for Android and iOS. You can either scan a QR code or insert a provided key into your authenticator app.

  • Logout: Exit and leave the Omni Desktop Interface.

Settings:

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On Profile tab, you'll detect your local configuration

in the Profile tab:

Services 

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with indication of your full name, internal number, used browser and operating system

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The Services section allows the Agent to set some call features like:

  • Auto Answer: if enabled, the calls will be automatically answered after the

default
  • default delay (i.e. 20 seconds) and the Auto Answer red icon is shown on the WebRTC

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    The Agent can disable/enable the Auto Answer function for the current work session.

Audio

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  • Messenger sound notification: if enabled, agent will receive a sound notification when a new internal message arrives

  • Notification position: to define the default position for displaying toast notifications throughout the application (default: top-right)

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In the Audio section you can set the audio devices, like speakers and microphones, or the ringtone volume.

Moreover, there is a specific button to associate a Jabra device. Once the device is connected, it is possible to accept an incoming call, mute the microphone, pause and end the call using the headphones buttons

Requirements

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In

the

Requirements

 section

tab, you can check if all the requirements are fulfilled.

If one or more of them are not checked, the local WebRTC application cannot work. 

Code Block

💡 The WebRTC Guide

Place

a callTo make

a call

:

Enter the name or number into the call entry field 

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Here you can find a list of available accepted characters:

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Code Block
digits 0-9
* #
+ - 
.
-
( )
[ ]
{ }
digits 0-9
 or

This is the list of available accepted characters

Or use the Dialpad shown clicking the

icon 

icon

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Then click the Call button  Image Removed or image-20240328-095514.pngImage Added or press Enter to start the call and the in-call panel will appear: Image Removed 

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Anytime you click in the call entry field, if one or more calls have been already done during the same Agent work session, the list of them is proposed:

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and if you insert digits that match a number already dialed, the list is filtered by these:

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Place New Calls

To place a new call without hanging up the current call, simply do it the usual way: a second call panel will appear next to the other call and the previous call is automatically put on hold

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End a Call

Click the End button Image Removed on button  image-20240328-095649.pngImage Added on the call panel (the call must be active or on hold).

Handle Incoming Calls

As soon as an incoming call is receivedaccepted, a call panel appears, showing information about the call:

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You can use the icons and buttons of the panel to control the call:

  • To answer the call: click click the button Image Removedimage-20240328-095944.pngImage Added  from the call panel

  • To reject the call: click click the button Image Removedimage-20240328-100004.pngImage Added  from the call panel

  • To forward the call: click click the button Image Removed from image-20240328-100021.pngImage Added from the call panel and a transfer window will appear: 

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  enter

 Enter the name/number to transfer to and then confirm

.

Incoming Calls pop-up notification (Google Chrome)

If the browser used on the Agent desktop is Google Chrome and notifications have been enabled, when the XCALLY Motion window is in background, the following pop-up is displayed:

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The Agent can simply Accept or Reject the incoming call.

Transfer a Call

You have more than one way to transfer a voice call: you can click here to explore documentation about it.

3

Three Way Conference Call 

The Agent can manage a 3 way conference call as follows:

  • start/receive a call 

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  • click on the pause button and place the new call

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  • start the second call and speak with the second recipient only

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and when you 're are ready, click on the conference button Image Removedimage-20240405-095408.pngImage Added  to add the first call on hold to the conversation

  • now the 3 three-way conference can take place

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  • click on the transfer button 

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    if you want to abandon the conversation and let it go ahead between the two other participants

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Record a Call

The Agent can start recording a call during the conversation, clicking on the Record button Image Removedimage-20240328-101943.pngImage Added

This can be possible only if the Administrator has enabled this function in the Agent's Advanced Setting.

The Recording window appears:

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Click on the Image Removed buttonthe  image-20240328-102751.pngImage Added button, eventually enter the file title and select Start:

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The recording is started:

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The call will be recorded until the Agent clicks on the Stop button:

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To start it again, the Agent should press the start button: 

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and

And this stop/start can be done as many times the Agent needs.

The Agent can start a new separate recording, by clicking on Image Removedimage-20240328-102829.pngImage Added :

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The two recordings can be started and stopped individually:

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All the Voice Recordings will be available for the Supervisor's review.

info

What happens if you transfer a call during the recording

:

?

This feature can be configured by the Administrator in a way that:

if
  • If you transfer the call via blind transfer, the recording will be stopped

if
  • If you transfer the call via attended transfer, the recording will be stopped only if the second call is external

➡️ Click here to find out more

Automatic Call Recording 

The Administrator can set an automatic recording feature to:

  • specific Agents (receiving a call)

  • Queues (all the calls received from that queue)

  • Outbound Routes (all the calls done on that specific route)

 that will be activated whenever the call is taking place in one of these contexts.

Unlike a normal call display, the Agent in this case will be notified the call is being recorded by the record button becoming red on the bar.

Clicking on this button, the Agent can pause the recording and start it again as many times as needed, or start a new recording.

All the Voice Recordings will be available for the Supervisor's review

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