Accept Phone Interactions

As an agent, you are ready to process new phone interactions when you change your status to Available. If you are assigned to a phone queue, you are offered the interactions waiting to be served in that queue. For an overview of an inbound call flow, refer to Inbound Phone Call Flow.

To accept an inbound phone interaction:

  1. In the Control Panel, change your status to Available.
    Agent ConsoleClosedVirtual Contact Center's browser-based graphical user interface (GUI) used by Agents to manage customer interactions. offers new phone interactions only to available agents assigned to an enabled phone queue.

    Note: The Reject interaction button is disabled if your contact center administrator has not granted the permission. This prevents agents from rejecting the interactions they are offered.

  2. When your agent telephone rings, answer the call.
    Your status changes to Busy.
    If the Local CRM uses the caller's phone number to identify an existing customer, the Display Panel pops the customer's CRM record.

    Note: Your contact center administrator determines the event that triggers a screen pop. Based on the configuration, screen pop may occur before or after accepting or completing an interaction.

    Note: If the screen pop fails to open, clean up your browser cache and cookies and log back in.

  3. Process the call. If the customer wishes to make a payment using a credit card, click to open the 8x8 Secure Pay. While your connection is still maintained with the caller, you can only hear a single-tone DTF and see the starred out digits for the card number. For details, see our content on handling payments via 8x8SecurePay.
  4. If required, select the Transaction CodeClosedThe Transaction Codes feature enables agents to supply supplemental information about the reason for or outcome of an interaction. Transaction codes provide enhanced metrics or enable the calling line ID on an outbound call to be modified. For example, transaction codes could be created for different categories of sales activities such as Initial Contact, Prospect, Customer Satisfied, and so on. before ending the call.
  5. Click End Call in the Control Panel to initiate the post processing countdown timer. Your status changes to Post Processing.
    If the post processing countdown interval reaches zero, AgentClosedAgents use the Agent Console to view and manage customer interactions. Virtual Contact Center supports Regular agents and Supervisor agents. Console automatically sets your status to Available.
  6. Click End Post Processing to make your status Available, or click Work Offline if you need more time to complete any post processing tasks. The system routes the call to the agent who has been idle the longest. By default, agents are considered idle from the time they end post processing of a system-delivered interaction. Depending on the back-end configuration, the idle time can also be reset when the agents change their status. For example, in addition to the default reset, the idle timer can be reset when agents change their status from On Break to Available.

    Note: In Virtual Contact CenterClosedA contact center that enables agents to be located in different geographical locations yet managed as if they were located in the same physical location., idle time refers to the length of time agents have been idle and is measured for each agent by the agent's idle timer. By default, an agent is considered idle from the time he ends post processing of a system-delivered interaction and becomes available. When multiple agents with the same queue and skill level assignments are idle, the system routes the call to the agent who has been idle the longest. The agent’s idle timer is reset every time they end post processing of a system-delivered interaction. This reset persists until the same scenario is repeated. Agent-initiated interactions do not reset the idle timer. A tenant-wide setting also allows resetting the idle timer when agents transition from one status to another.

    Note: If your contact center administrator has set up codes to state the purpose of an interaction or record the outcome of an interaction, you have to select appropriate codes to indicate the call outcome. For more information, see Select Transaction Codes.

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