Welcome to the Training & Knowledge Base

Select a chapter to begin, or click "Get Started".

Signing In

Chapter 1 Step 1
2 Enter your email and click “Sign In”
2

Enter your email and click “Sign In”

Download Webex Contact Center

Chapter 1 Step 2a
Chapter 1 Step 2b
1 Click “Install Application” when prompted in the upper right
2 Select to Allow notifications
1

When prompted – click “Allow” to download the Webex Contact Center App

2

When prompted – click “Allow” to allow Webex Contact Center to send notifications

Provide your Credentials

Chapter 1 Step 3
Enter your call back number, select your team from the drop down menu, select “Remember my Credentials” and click “Submit”.

Enter your credenentials.

Signing Out

Chapter 1 Step 4
1 User Avatar
2 “Sign Out” button
1

To sign out of the Contact Center Application, click your initials/photo icon in the upper right-hand corner of the app and select “Sign Out”

2

...select “Sign Out”

Webex Contact Center Overview

Chapter 2 Step 1
1 Left Navigation
2 Top menu bar
3 Expand the left column
4 Call History
1

Left hand side navigation

  1. Top left - Home button
  2. Middle left - Agent performance Statistics
2

Top menu bar navigation

  1. Dial out icon
  2. Alerts
  3. Set status
  4. Sign out
3

Maximize the left-hand side panel

  1. Click the arrow in the middle of the page
4

Bottom left-hand box – call history

Handling a call with Contact Center

Chapter 2 Step 2
Status bar and idle codes

Mark yourself as available to receive calls

Make sure to change status if going to be away from your desk. Select idle code

  1. If no idle code is selected it will skew reporting

Answer a call with Contact Center

1

Click the green “Answer” button to connect call through the Webex Contact Center App

Note: not all carriers will pass through all caller information to end users

2

Change your status if going to be away from your desk. Select idle code:

  1. If no idle code is selected it will skew reporting
  2. If an agent fails to answer a call their status will be set to idle

Call Center Overview

Chapter 3 Step 1
Incoming call number
Call History
Caller contact history
Call Controls

Incoming call number

Call Controls

Call history

Caller contact history

Hold & Resume

Chapter 3 Step 2
1 Hold Button
2 Hold time
3 Resume Button
1

Click the “hold” button to put a caller on hold. The caller’s status will change to “call on hold” hold time will be displayed

2

Hold time.

3

When ready to reengage with the caller click the “resume” button

Start a Consult

1

To consult with another agent, click the “consult” button

2

Select “Agent”, “Queue” or “Dial Number” using the pop-up radio buttons

  1. To select an agent, select or type the agent's name into the box or select from a list of available agents
  2. To consult with an agent in another queue, select it from the drop-down list
  3. To select queue, select from the drop-down list
  4. To dial a number, enter the full number into the prompt
    Note: Webex Contact Center cannot use 4-digit extensions

End a Consult

Chapter 3 Step 4
1 End Consult
2 Transfer Call
3 Conference
1

To end the consultation, click “End Consult”

To resume with the caller, click “Resume”

2

To transfer the call to the agent you’re consulting with, click “Transfer”

3

To conference the agent into the call with the caller, click “Conference”

Transfer a Call

1

To transfer to another agent, click the “transfer” button

2

Select “Agent”, “Queue” or “Dial Number” using the pop-up radio buttons

  1. To transfer to an agent, select type the agent's name into the box or select from a list of available agents
  2. To transfer to an agent in another queue, select it from the drop-down list
  3. To dial a number, enter the full number into the prompt
    Note: Webex Contact Center cannot use 4-digit extensions
  4. Click “Transfer”

Outbound Calling

Chapter 4 Step 1
1 Phone Icon
2 Outdial ANI
3 Dial Pad
1

To dial an outside line, click the “phone” icon at the top of the application

2

Select the Outdial ANI (number you’d like displayed on recipients' phone from the drop down)

Note: not all carriers will pass through all caller information to end users

3

Enter the number

4

Click “dial” icon

5

The call will dial through the Webex Application NOT the Webex Contact Center application. You’ll need to answer the call on the Webex App. Once you’ve answered the call on the Webex application, you’ll hear the call connect and begin ringing and be connected through the Webex Contact Center app

Overview

Chapter 5 Step 1
1 Yellow report icon
2 Search bar

Quickly see the Real Time state of agents in your workgroup

1

Click on the “yellow report” icon in the left-hand menu bar

2

Filter by status by using the “Search” bar in the top right-hand corner of the app

View Statistics

Chapter 5 Step 2
1 Statistics icon
2 Teams summary
3 Individual summary
4 Menu bar
1

Click on the “statistics” icon in the left-hand menu bar

2

View the summary by team

3

View the summary by agent

4

Search specific statistics using the menu bar at the top