General Tasks for All Users

 

External
party

 

Handling Calls 

Accept or Reject an Incoming Call

Make an Outgoing Call

Perform In-Call Functions

Take a Secure Payment with PADLOCK

Transfer a Call

Consult With Another Party During a Call

Create a Three- or Four-Way Conference

Listen to Your Personal Voicemail Messages

 

Handling Text Interactions

Create a Message Template

Handle your Unprocessed Messages

 

  SMS Text 

  Handle an Incoming SMS Text Message

  Compose an SMS Text Message

 

  Emails 

  Handle an Incoming Email

  Deal with Follow-Up Email Messages

  Claim (Cherry-Pick) a Queued Email

  Compose an Email

  Search for Emails

 

  Web Chat and Social Media

  Handle an Incoming Web Chat or Social Media Message

storm user

Log in to DTA

Activate Your Telephone Device

Change your Availability Status

 

Internal Messaging

Send or Respond to an Emergency Alert

Chat to One or More Users

View Broadcast Notifications

Send an Alert Message to a Supervisor

 

Viewing Data and Personal Performance

View your Personal Interaction History

Play a Recorded Call

View Queued Text-Based Interactions

View your Activity Log

See Queue Statistics

See Agent Group Statistics

 

Personal Configuration

Rearrange Panels in the Workspace

Rearrange Buttons on the Toolbar

Change Your Web iPath Settings

Opt In and Out of Agent and Hunt Groups

Change Your DTA Login Password

Change Your Deskphone's Star Code and PIN

Configure Call Forwarding

Block Calls From Selected Numbers

Configure Speed Dialling

Create a Personal Hunt Group

Create Personal and External Contacts

 

Troubleshooting

Submit a Quality Report

 

Log out

Log out of DTA

See Also

Additional Tasks for Dialler Agents