Transaction codes offer a means to set calling line identifier (caller ID), and to apply call disposition to inbound as well as outbound interactions. Each inbound or outbound interaction in a call center has some purpose and disposition. Transaction codes can be defined to collect call disposition information from the agents at the time of the call, and supervisors can report on this information for analysis and to determine further processing.
Your contact center administrator can create customized transaction codes in Configuration Manager if the tenant includes the optional transaction codes feature.
During the processing of an interaction, a transaction code list is presented to an agent on under the following circumstances:
From the presented code list, an agent selects transaction codes:
An agent assigned to an outbound calling line identifier code list is presented with the list before initiating an outbound call. The agent must choose a code before dialing. The phone number associated with the selected code sets the caller ID to the call.
An agent assigned to a call disposition list is presented with the code list during an interaction. The agent may select and save one code or multiple codes from a list anytime during the interaction or post-processing. When an agent is a member of the group or queue assigned with multiple lists, all lists are presented to the agent in separate tabs when they accept a call. The agent may select and save codes from multiple lists, and the selected codes appear in historical reports.
The following table lists the uses of transactions codes with corresponding examples:
|Reasons for using transaction codes||Examples of transaction codes|
|State the purpose of an interaction||
|Indicate the outcome of an interaction||
|Define Calling Line Identifier for an outbound call.||Kids Zone - Kids Entertainment Company EMAC - Credit Recovery Inc.|
Supervisors generate historical reports to get call disposition information for analysis, and to determine the need for follow-up actions based on transaction codes. The following reports list transaction codes used during agent interactions.
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