Today, many small and medium-sized businesses are choosing on-premises IT solutions, which will fit their special business needs. As for the telephony systems, VoIP (Voice over IP) has emerged in the last years as major technology providing all necessary features that enterprise-grade PBXs can offer.

One of the major functionalities that a VoIP system must provide is the call center features, allowing SMBs to implement their own local call center and better serve their customers by phone calls.

There are hundreds of different hardware/software providers across the globe that integrate call center functionalities into their solutions, and every call center system has its pros and cons. When selecting the right call center system for your business, contact center, or call center, it’s important to decide which features you want your phone system to have.

Grandstream Networks, being the leading manufacturer of VoIP equipment, has built into its well-known UCM6XXX IP-PBX series many call center features that businesses are requesting and will continue to add more options to attend to its customers’ needs. In the following guide, we will cover in detail all the major modules and features provided by the UCM6XXX IP-PBX series that will help you run your own call center in the most possible efficient way.

UCM Call Center Features List

The UCM has most of the well-known features that are requested for call center implementations, the following sections will cover these modules and functionalities one by one in more detail.

Call Queues

UCM supports one of the fundamental building blocks of every call center system, which is call queues.

Typically, a call queue consists of:

• Callers: Sending incoming calls placed in the queue.

• Agents: Members defined to answer the queue calls. Agents can be either static or dynamic.

• Call queue strategy: A strategy that dictates how the PBX will distribute incoming calls to the agents.

• Music on hold: Music or advertisements played for callers while waiting in the queue.

Users can also set other useful features and options that we summarize in the following table:

• Call Queue Configuration
  

Below are the steps for the basic creation and configuration of call queues from the UCM’s web GUI:

1. Access the UCM web GUI under Basic Call Features🡪Call Queue.
2. Click on “Add” to create a new call queue.
3. Specify the call queue extension number under Extension field.
4. Define a name for this call queue.
5. Configure the call queue strategy under Strategy.
6. Go to “Agents” tab to select available agents to receive calls.
7. Press Save button and apply the new changes.

For Agents’ configuration and management, please check [Agents Management] for more details.

Virtual Queue

A new function named Virtual Call Queue has been added to the UCM’s call queue module, this allows customers to receive a callback instead of waiting in an ACD queue.

After a customer’s waiting time exceeds a configurable threshold, he/she will be prompted to choose between stay waiting on the queue or leave a call-back number without losing his position in the queue. When it’s his turn, the UCM will place automatically a call to the call-back number.

This feature can be enabled and configured under the advanced settings of each call queue.

Position Announcement

UCM supports also call queue position announcement, where the caller’s position in the queue will be announced upon entering the queue.

This can help the callers to decide whether to wait for more for an agent to answer the call or leave a callback request or simply hangup.

Virtual Queue & Position Announcement configuration

In order to set virtual call queue and position announcement features under a specific call queue, users may follow the steps below:

Music On Hold

UCM supports also Music on hold, which is largely used on call center systems. Once a call reaches the queue, the customer will be usually prompted with an IVR menu and listen to music on hold while waiting for an agent to take the call.

The music on hold files are managed under PBX Settings🡪Music On Hold and once this is done, users can assign to each call queue a specific music on hold as desired.

Agents Management

Call center agents which handle incoming queue calls and outgoing calls with customers on a daily basis can be defined in two different ways, static agents and dynamic agent, the following sections explain each type of agents.

The following table shows the number of agents supported on each UCM6XXX Series models.

Static Agents

The administrator can assign static agents to a call queue using the following steps.

1. Access the web GUI menu Basic Call Features🡪Call Queue🡪Edit Queue.
2. Click on Agents tab.
3. Select the static members (agents) of the queue.

Dynamic Agents

The maximum number of agents for a queue depends on the UCM model as shown below:

Agents Pause

When an agent needs to take a break (for lunch as an example) they can simply follow the steps below:

1. Dial the configured “agent pause” feature code. (*83 by default).
2. Enter a key that corresponds to the Pause reason. (See table below for default settings)
3. Unpause at any time by dialing the “agent Unpause” feature code. (*84 by default)

The default Agent Pause Reason Settings are as follow:

Agent Easy Login

This feature enables the static agents to easily login/log out from their call queues using a simple button press to either login or log out. From their phone they can see the list of call queue that they are members in, and once they are in office, they can choose to which call queues to login and after the end of the day they can press a button again to logout, thus removing the pain to remember the dynamic login/logout code and the queue extension number.

Incoming Calls Distribution

UCM supports automatic call distribution with many different strategies that can be set under the basic options of each call queue separately.

Below are the descriptions of each strategy implementation:

• Ring All
  

Ring all available agents simultaneously until one of them answers the call.

• Linear
  

The calls will ring at agents’ phones following an order previously configured. Only for static agents.

• Least Recent

The system selects the agents who have not answered the phone for the longest period.

• Fewest Calls
  

The system assigns the call to the agent with the lowest number of calls answered so far.

• Random
  

Ring a random agent.

• Round Robin
  

Ring the agents in Round Robin scheduling with memory. Agents will receive calls in a rotating order while keeping track of the last agent who received a call.

Service Level Agreement

Service Level Agreement allows monitoring of the quality of the service provided to the customers. The quality of the service is defined by answering the received calls within a time period to make sure that there are enough agents in the queue.

To be able to configure Service Level Agreement, please navigate to Basic Call Features🡪Call Queue, edit/creat a queue, then under Advanced Settings you will find “Enable SLA”, tick that option to have the related configuration displayed.

• SLA Time (s): The SLA Time is the amount of time in which a call should be picked up by an agent in the call queue, to assure a quick response time to the number of calls received. Thus, offering a better service to the clients.
• SLA Alert Email Notification: Enable this option to receive an email triggered by exceeding the SLA time.
• Alert Threshold: The minimum percentage of the calls answered within the SLA time. Once this threshold is exceeded the email notification will be triggered.
• SLA Alert Interval (m): The minimum time period between two SLA email alerts.
• SLA Email Recipients: The list of emails to which the alert will be sent.

Once the threshold of calls is not answered within the configured time, an email alert will be automatically sent.

The alert email will look like the figure below.

Call Control

Agents have full control over the calls with the support of almost all known features that are needed within a call center system for day to day operations, these features set include the following:

• Putting calls on Hold.
• Call transfer
• 3-way conference
• Call park

To use these features, the users have two options.

Using Standard Feature Keys or Codes on the Phones

For example, the agent can use the “Transfer” button on his phone in order to transfer calls or use the UCM’s corresponding feature code for call hold in order to put a call on hold.

Using Queue Switchboard

The Agent can access his/her user portal under call queue CTI where they can see active calls and have option buttons to operate and control the call, more details will be provided later on this document.

Monitoring

UCM supports some of the interesting monitoring features that are usually used within call center systems by supervisors and coaching personnel to assist agents during critical situations. These features can be used either via specific features codes or using CTI interface.

Call Barging

With call barging, supervisors can use feature codes after enabling the Spy option under Basic Call Features🡪Feature Codes page to do the following operations:

• Listen
  

In “Listen” mode, the extension monitoring the call can hear both parties in the active call but the audio of the user on this extension will not be heard by either party in the monitored active call.

• Whisper
  

In “Whisper” mode, the extension monitoring the call can hear both parties in the active call. The user on this extension can only talk to the selected monitored extension and he/she will not be heard by the other party in the active call. This can be usually used to supervise calls.

• Barge
  

In “Barge” mode, the extension monitoring the call can talk to both parties in the active call. The call will be established similar to the three-way conference.

Same operations can be performed using the web GUI of the UCM from the call status page and switchboard.

Whisper Coaching

As mentioned above, one of the three modes for call barging in UCM is the Whisper mode. This mode allows supervisors and coaching personnel to assist agents during critical situations which require intervention. Whenever the agent answers a call, the call conversation audio will be forwarded to the supervisor, and the supervisor’s audio will be forwarded to the agent for instructions but not to the customer.

Call Queue Statistics

UCM has also built-in call queue statistics for performance measurement and agent evaluation, thus helping managers and supervisors making the right decision to improve the call center day to day operations.

The call queue statistics provided by the UCM have some amazing filtering options which can be used to get every detailed information about the performance of each queue separately or the full system.

The following figure shows a sample of statistics that lists the average unanswered and abandoned calls, as well as the average call and waiting time.

This section will describe in details the information that can be found on the Basic Call Features🡪Call Queue🡪Call Queue Statistics page.

Overiew

This tab shows the agent statistics report, which includes an overall report of all queues along with the following more specific information:

• Total calls, answered calls/rate and the average talk time for each agent.
• Total Calls, answered calls/rate, abandoned calls/rate, transfer out calls/rate, average wait time, average talk time, callback calls and SLA callback for each queue that includes agents.
• Agent satisfaction statistics by agent which includes the number of calls not surveyed and not evaluated as well as the score sorted by levels.
• Queue satisfaction statistics that show the same information as agent satisfaction statistics but for the overall queue.

Agent Details

Users can find details specific to agents such as:

• Agent extension, name and queue.
• Time of the call and whether or not it was abandoned.
• The Caller ID number, wait time and talk time.
• The service satisfaction feedback.

Login Record

Using this tab, supervisors can have visibility on the login time/duration and the logout time for each agent as well as their respective queue.

Pause Log

This report is used to keep track of pause time, duration, reason and resume time for each agent. This can be helpful for supervisor to verify if the agents are adhering to their schedules.

Call Queue Statistics Download

Users can click on the download button to download all the call queue statistics in one csv file.

Users can also configure the call queues statistics to be sent automatically to the configured email address at a specified frequency and time by clicking on the automatic download button to access to the following configuration settings:

Call Queue Automatic Download

Supervisor configuration

To setup and give special permissions for monitoring and control to the supervisor account, the following steps can be followed:

1. Access the UCM web GUI under Extension/Trunk🡪Extensions and edit the agent’s extension.
2. Go to features Tab and under “Monitor Privilege Control” select the extension of the supervisor.
3. Press Save and go under Call features🡪Feature Codes then “Enable Spy”.
4. Go under Basic Call Features🡪Call Queue🡪Advanced settings and select the supervisor’s extension under Queue Chairman option, this will give the supervisor control through the switchboard.
5. Save and apply the changes.

CTI (Computer Telephony Integration)

CTI, or Computer Telephony Integration refers to any technology or solution that allows the interaction between the telephone and the computer networks. This functionality is an important building block of any call center solution since it gives agents much more flexibility on handling a high volume of calls in the most efficient way, allowing them to perform most call control operations in just a few clicks.

Grandstream proposes two CTI solutions that are designed to ease the workload of your agents, the first one (GS Affinity App) requires integration with our enterprise grand IP-Phones and the second option is a web-based switchboard.

GS Affinity

Grandstream Affinity is an easy-to-use CTI application allowing interaction with Grandstream GXP17xx/GXP21xx/GRP260x/GRP261x IP Phones series. GS Affinity provides a smooth call management and control interaction between phones and computers running the application. Using GS Affinity CTI application, users will be able to get benefits from the following major features:

• Complete call control (call answer, call hold, DND, call forward, conference, call transfer etc.…).
• Incoming calls notifications on desk computer allowing caller numbers to be screened against a database to collect or provide more information related to caller.
• Initiate outbound calls from computer directly.
• Discovering phones with CTI feature enabled and communicate with the UCM6xxx directly to execute specific actions.
• Contacts management from computer and synchronization with connected hosts.
• Manage call history of connected hosts from computer.

Click here for more information about GS affinity.

The second way Grandstream provides CTI solution is the web-based switchboard under call queue, following section will give more details about this option.

Switchboard

UCM has a simple and easy to use switchboard for real-time monitoring of call queues and performing different operations which include:

• Listing the waiting calls and proceeding calls.
• Manipulating proceeding calls.
• Showing agent’s status.
• Manually logging in or out agents.

Users can access to call queue switchboard via two different methods:

User Portal

Users could log into their web GUI portal using the extension number and user password.

When an extension is created in the UCM6XXX, the corresponding user account for the extension is automatically created. The user portal allows access to a variety of features which include user information, extension configuration, and CDR as well as settings and managing value-added features like Fax Sending, Call Queue, Wake-up Service, and CRM.

Each agent can log into his/her user portal account and access the switchboard of the call queue(s) where he belongs, below figure is an example:

From the command button on the proceeding call, the agent has the ability to transfer the call or Hangup using a simple click.

Queue Chairman

Another way to access to switchboard is to design under the advanced settings of the call queue a “queue chairman” which will provide a CTI interface for supervisors while logging in using their user portal.

From the switchboard, the queue chairman has more advanced features and control over the call queue, which include the following:

• List the waiting calls with the ability to hang-up.
• List the proceeding calls.
• Transfer proceeding calls.
• Hang-up calls.
• Call barging (see Whisper Coaching).
• Call insert (for 3-way conference).
• List the agent’s status which are members of the call queue.
• Get some basic statistics over the call queue.

You can see from the below figure a sample switchboard of a call queue chairman or “supervisor” and which obviously has more advanced control over the call queue than the normal agent user portal access as discussed in the previous section.

CRM

Customer relationship management (CRM) is a term that refers to practices, strategies, and technologies that companies use to manage and analyze customer interactions and data throughout the customer lifecycle, with the goal of improving business relationships with customers.

The UCM supports CRM API for well-known CRM solutions such as SugarCRM and Salesforce, this allows users to look for contact information in the Contacts, Leads, and/or Accounts tables, shows the contact record on the CRM page, and saves the call information in the contact’s history.

CRM Interaction gets more interesting as well if we consider the integration with CTI app developed by Grandstream [GS Affinity]. Where the agents will get contact, information displayed on their screen and get a link to go directly to the contact’s CRM page, allowing them to handle the call in a more customized way and give the client a better experience.

Click on this link for more information about CRM integration with UCM.

• CRM Configuration
  

To set up a connection between UCM and CRM, please follow below steps:

1. Access the UCM web GUI under Integrations🡪CRM.
2. Choose the CRM desired from the CRM System drop-down list.
3. Set CRM server address (ex: 192.168.1.3).
4. Set “Add Unknown Number” to Contacts.
5. Select from which tables to do the lookup. (contacts, accounts and leads).
6. Save and Apply.

After this, each agent should log into his/her user portal to enable CRM connection and login via their credentials. Steps should be as following:

1. Access the UCM user portal and navigate to Other Features🡪CRM.
2. Enter connection credentials Username and Access Key.
3. Save and Apply and confirm login status.

IVR and Call Recordings

IVR

The UCM has support for a full built-in IVR (auto-attendant) module which is required by every call center telephony system. Users could create up to a 5-level IVR system to customize callers’ experience with key-pressing events to be directed to the right customer service (sales, marketing, tech support …)

All IVR settings are centralized and can be managed under the menu Basic Call Features🡪IVR.

Users could achieve the following:

• Record custom prompts for the auto-attendant.
• Enable key-pressing events to guide callers through the IVR system.
• Set multi-layer IVR (up to 5-layer).
• Choose the language and customize system prompts.
• Setup blacklist/whitelist filtering.

Key Pressing Configuration

Users could follow the below steps in order to set up key pressing events for IVR cascading:

1. Access the UCM web GUI under Basic Call Features🡪IVR then edit the main IVR.
2. Navigate to the Key Pressing Events tab.
3. Select a key, then select one of the available destinations (You can select another IVR to set multi-layer IVR).

Call Recording

Another feature that is considered major for any call center system, is call recording. The UCM has support for call recording either to be enabled automatically on the call queue settings or via feature codes during the active calls.

The admin can enable auto-recording under each call queue to keep track of call records under the system for later agent monitoring, assessment, and verification usage.

Once the auto-record feature has been enabled on a call queue, the system will start recording all calls that are received on the specific queue in wav files which can be accessed from the following path:

Basic Call Features🡪Call Queue🡪Queue Recordings.

Then the user can:

• Download batch or single files to listen to the recording.
• Delete batch or single files to free recording space.
• See the caller number, the queue that has received the call.
• See the timestamp which indicates the date and time of the call.

After we have presented the call center features that are supported on the UCM, we will move on to the next part of this document to cover a sample scenario and step-by-step configuration of these features from the web GUI.

Typical Configurations of UCM Call Center and CRM Solution

Centralized Mode

Scenario Overview

The company ABC has different departments (Sales, Marketing, Support…) and needs to manage incoming calls per department. In this scenario, we will assume the following:

• Inbound route is configured to redirect all the incoming calls to a main IVR and caller needs to specify which department to reach by pressing corresponding key (We assume IVR already created).
• Sales department has 5 members with extensions: 1000, 1001, 1002, 1003, 1004.
• Incoming calls to Sales department should ring all Sales agents.
• Marketing department has 3 members with extensions: 1005, 1006, 1007.
• Incoming calls to Marketing department should ring in order.
• Support department has 10 members with extensions: 1008, 1009, 1010, 1011, 1012, 1013, 1014, 1015, 1016, 1017.
• Agents 1015, 1016 and 1017 are dynamic agents which log in and logout depending on their availability.
• UCM has integration with company CRM sever (SugarCRM).
• A supervisor is responsible to monitor and assist the tech support agents: extension 2000.
• Only the supervisor has permission for call barging on all agents calls.
• Callers to tech support should be allowed to know their position in the waiting queue and prompted on an interval of 30 seconds if they wish to stay waiting or leave a callback number to get connected once an agent is free.
• All extensions are already created, configured and registered to the corresponding end points.

Configuration Steps

In order to implement the described scenario, users can follow the below procedures:

1. Create three call queues named sales, marketing and support and make sure to set the correct ring strategy. 🡺 [Call Queue Configuration]

The following table summarizes required settings for each queue respecting the requirements.

Call Queue Basic Settings

2. Create the main IVR and set the key pressing events as below 🡺 [Key Pressing Configuration]

3. Enable dynamic agent login for tech support personal 1015, 1016 and 1017 🡺 [Dynamic Agents]
4. Configure extension 2000 as the queue chairman 🡺 [Supervisor configuration]
5. Configure the virtual queue and enable position announcement on each queue 🡺 [Virtual Queue & Position Announcement configuration]
6. Setup outbound rule for client’s callback feature, as followed:

• Access the UCM web GUI under Extension/Trunk🡪Outbound Routes.
• Add new outbound rule and name it (you can name if for ex: call center callback).
• Set pattern as _0X. assuming 0 was the prefix configured on call queue advanced settings.
• Set Strip to 1 digit. This to remove the prefix from the number that the customer left.
• Select through which trunk you want to callback the customers.
• Save and Apply.

6. Setup UCM to SugarCRM connection 🡺 [CRM Configuration]

The following figure shows company ABC call queue flow:

Distributed Call center mode

Scenario overview

Company ABC has been successful and expanded its existence with two additional branch offices for customer technical support, in this case, the headquarter office UCM still maintain centralized CRM integration services and call distribution to branch offices where each UCM runs its own branch sub-call center for technical support.

Once an incoming call reaches the main UCM, users will be asked to select from which region they are calling to be directed to the correct technical support office. The following figure shows the new distributed call center architecture of the enterprise.

Configuration steps

Following steps can be followed in order to meet the new company requirements:

1. Make sure that UCM for Branch 1 and 2 have separate extension range than headquarters UCM.

• Headquarter UCM extension range: 1XXX
• Branch1 UCM extension range: 2XXX
• Branch2 UCM extension range: 3XXX

2. Configure peer trunk between headquarter and branch offices for site to site connectivity, please follow this https://documentation.grandstream.com/knowledge-base/sip-trunks-guide/ in order to setup the trunk.
3. Edit the main IVR to add new options for regional office redirection under key pressing events. 🡺 [Key Pressing Configuration]

4. Create call queues for each branch office where you put the corresponding agents extensions. And choose the adequate ring strategy (i.e. Ring All). 🡺 [Call Queue Configuration]
5. Setup virtual queue and position announcement on each queue 🡺 [Virtual Queue & Position Announcement configuration]
6. Configure the outbound routes on each branch office in order to route callback calls through the SIP peer trunk to the main UCM which will reroute over