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Web Contact Center
moderator: martin steinmann
participants: jan-vincent liwanag, kristine mina, danna aduna


March 11, 2013 / Bentley University / Boston MA
Presenter Team                                         2




   Danna Aduna   Jan Vincent Liwanag   Kristine Mina
WHY a New Contact Center Solution ?
 It is time for a new solution that fits into an IT environment                               3

1. Contact centers, like UC, move to IT and the Web
 > Many of our customers asked for a basic but integrated call queuing capability
 > Contact centers need to be connected to the browser for both callers and agents (WebRTC)
 > A software application, fast and scalable yet simple to setup and use
2. Current solutions are too expensive
 > Hardware centric proprietary solutions are too expensive
 > Web standards replace proprietary CTI interfaces
 > Multi-media w/ click-to-call and click-to-chat
3. Private cloud based product
 > A product and not just a service
 > Globally networked and scalable
Where are we with openACD?
 Significant progress was made                                        4

> Introduced at CoLab 2012 as a concept
> Our initial goal is unchanged
 > Call and voicemail queuing with email and chat to follow
 > Up to 500 calls in queue per server, up to 200 agents per server
 > Complete set of core ACD features
 > Modern Web gadget based agent / supervisor portal
 > Initial set of real-time and sliding window statistics
> Project status
 > Beta release coming up in Q2
 > First GA release scheduled for Q3
 > Talk to us about participating in the beta phase
Key Features of the Core openACD System
 Complete set of core features                                                              5

> Highly flexible queuing
 > Skills based call distribution
 > Configurable recipes for queue management
 > Multiple clients can be served (multi-tenant)
 > Designed for multiple media and multiple channels
 > Individual agent skills, away or break codes, wrap-up time, call disposition
 > Agent DTMF controls for operation without agent dashboard
 > Implemented using Erlang, optimized for concurrency and distributed operation, MongoDB


> Standards based
 > Standard SIP for calls
 > Software only solution that can be clustered
Agent and Supervisor Workstation
 A Fully Integrated Gadget Based UI                            6

> sipXecs / openUC integration
 > Configuration via the sipXecs / openUC Web UI
 > Unified account credentials
> Custom Agent and Supervisor UI
 > Movable gadgets for agent and supervisor customization
 > Tab separation for agent and supervisor gadgets
 > Normal and widescreen layouts
 > Supervisor management of active agents and calls in queue
> Other Features
 > Real-time and sliding window statistics
 > Configurable Client popups
 > Mashup with other gadgets
Example
Sample Set-up
                                                                        8

                     LINES           QUEUES
                                   AcmeTech
                 TechSupport380     Support      AGENTS
                                   AcmeSales
                 SalesEnglish381                 TechSupport:
                                    English
                                                 Tech, English
                 SalesGerman382    AcmeSales
                                    German
                    Acme Inc
                                                 Sales_English:
                                                 Sales, English
                                                                  Supervisor
                                   WidgetTech
Callers          TechSupport370     Support

                 SalesEnglish371                 Sales_German:
                                   WidgetSales   Sales, German
                 SalesEnglish372

                  Widget Corp
Sample Set-up
                                                                        9

                     LINES           QUEUES
                                   AcmeTech
                 TechSupport380     Support      AGENTS
                                   AcmeSales
                 SalesEnglish381                 TechSupport:
                                    English
                                                 Tech, English
                 SalesGerman382    AcmeSales
                                    German
                    Acme Inc
                                                 Sales_English:
                                                 Sales, English
                                                                  Supervisor
                                   WidgetTech
Callers          TechSupport370     Support

                 SalesEnglish371                 Sales_German:
                                   WidgetSales   Sales, German
                 SalesEnglish372

                  Widget Corp
Sample Set-up
                                                                      10

                     LINES           QUEUES
                                   AcmeTech
                 TechSupport380     Support      AGENTS
                                   AcmeSales
                 SalesEnglish381                 TechSupport:
                                    English
                                                 Tech, English
                 SalesGerman382    AcmeSales
                                    German
                    Acme Inc
                                                 Sales_English:
                                                 Sales, English
                                                                  Supervisor
                                   WidgetTech
Callers          TechSupport370     Support

                 SalesEnglish371                 Sales_German:
                                   WidgetSales   Sales, German
                 SalesEnglish372

                  Widget Corp
Sample Set-up
                                                                      11

                     LINES           QUEUES
                                   AcmeTech
                 TechSupport380     Support      AGENTS
                                   AcmeSales
                 SalesEnglish381                 TechSupport:
                                    English
                                                 Tech, English
                 SalesGerman382    AcmeSales
                                    German
                    Acme Inc
                                                 Sales_English:
                                                 Sales, English
                                                                  Supervisor
                                   WidgetTech
Callers          TechSupport370     Support

                 SalesEnglish371                 Sales_German:
                                   WidgetSales   Sales, German
                 SalesEnglish372

                  Widget Corp
Sample Set-up
                                                                      12

                     LINES           QUEUES
                                   AcmeTech
                 TechSupport380     Support      AGENTS
                                   AcmeSales
                 SalesEnglish381                 TechSupport:
                                    English
                                                 Tech, English
                 SalesGerman382    AcmeSales
                                    German
                    Acme Inc
                                                 Sales_English:
                                                 Sales, English
                                                                  Supervisor
                                   WidgetTech
Callers          TechSupport370     Support

                 SalesEnglish371                 Sales_German:
                                   WidgetSales   Sales, German
                 SalesEnglish372

                  Widget Corp
Demo
Architecture
Powerful Distributed Architecture
Integrated with openUC                                                       15


             External                                      OpenACD
             Systems
                                                  Statistics and Reporting

          sipXecs Stack                                Agent Dashboard

           Proxy Server


          Media Server
              (FreeSwitch)



       Configuration Server       MongoDB
                                (agents, queues, skills,
                                     clients, etc.)
Web UI and APIs for Agent / Supervisor Dashboards
                                                                  16

> Web UI is built on HTML/CSS/JS
> API built on JSON-RPC 2.0 and Events via WebSockets
> Gadget and Tab based UI for customizability and extensibility




                 Browser         JSON-RPC 2.0        API
                                  Websocket
Next Steps
Next Steps - Roadmap
 2013 and beyond                                                          18

> Start Beta phase for the first release
> We will add incremental capabilities through the rest of the year
> Extending openACD to become able to fully replace existing formal contact
 center solutions
 > Historic reporting package
 > IM integration for agent / supervisor communication
 > Redundancy and scale: Clustered operation
 > IVR frontend
 > Cloud hosted or private cloud deployment options
 > Distributed agent population (global queues)
19




Demo Slides
Installation
System > Servers > Call Center
                                 20
Configuration
Features > Contact Center
                            21
Demo Configuration
Features > Contact Center > Agents
                                     22
Demo Configuration
Features > Contact Center > Lines
                                    23
Supervisor Session
Dashboard
                     24
Supervisor Session
Managing agents and queues
                             25
Agent Experience
Log-in
                   26
Agent Experience
Dashboard
                   27
Agent Experience
Receiving a call
                   28
Agent Experience
Call processing
                   29

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Contact Centers Reinvented: Introducing OpenACD

  • 1. 1 Web Contact Center moderator: martin steinmann participants: jan-vincent liwanag, kristine mina, danna aduna March 11, 2013 / Bentley University / Boston MA
  • 2. Presenter Team 2 Danna Aduna Jan Vincent Liwanag Kristine Mina
  • 3. WHY a New Contact Center Solution ? It is time for a new solution that fits into an IT environment 3 1. Contact centers, like UC, move to IT and the Web > Many of our customers asked for a basic but integrated call queuing capability > Contact centers need to be connected to the browser for both callers and agents (WebRTC) > A software application, fast and scalable yet simple to setup and use 2. Current solutions are too expensive > Hardware centric proprietary solutions are too expensive > Web standards replace proprietary CTI interfaces > Multi-media w/ click-to-call and click-to-chat 3. Private cloud based product > A product and not just a service > Globally networked and scalable
  • 4. Where are we with openACD? Significant progress was made 4 > Introduced at CoLab 2012 as a concept > Our initial goal is unchanged > Call and voicemail queuing with email and chat to follow > Up to 500 calls in queue per server, up to 200 agents per server > Complete set of core ACD features > Modern Web gadget based agent / supervisor portal > Initial set of real-time and sliding window statistics > Project status > Beta release coming up in Q2 > First GA release scheduled for Q3 > Talk to us about participating in the beta phase
  • 5. Key Features of the Core openACD System Complete set of core features 5 > Highly flexible queuing > Skills based call distribution > Configurable recipes for queue management > Multiple clients can be served (multi-tenant) > Designed for multiple media and multiple channels > Individual agent skills, away or break codes, wrap-up time, call disposition > Agent DTMF controls for operation without agent dashboard > Implemented using Erlang, optimized for concurrency and distributed operation, MongoDB > Standards based > Standard SIP for calls > Software only solution that can be clustered
  • 6. Agent and Supervisor Workstation A Fully Integrated Gadget Based UI 6 > sipXecs / openUC integration > Configuration via the sipXecs / openUC Web UI > Unified account credentials > Custom Agent and Supervisor UI > Movable gadgets for agent and supervisor customization > Tab separation for agent and supervisor gadgets > Normal and widescreen layouts > Supervisor management of active agents and calls in queue > Other Features > Real-time and sliding window statistics > Configurable Client popups > Mashup with other gadgets
  • 8. Sample Set-up 8 LINES QUEUES AcmeTech TechSupport380 Support AGENTS AcmeSales SalesEnglish381 TechSupport: English Tech, English SalesGerman382 AcmeSales German Acme Inc Sales_English: Sales, English Supervisor WidgetTech Callers TechSupport370 Support SalesEnglish371 Sales_German: WidgetSales Sales, German SalesEnglish372 Widget Corp
  • 9. Sample Set-up 9 LINES QUEUES AcmeTech TechSupport380 Support AGENTS AcmeSales SalesEnglish381 TechSupport: English Tech, English SalesGerman382 AcmeSales German Acme Inc Sales_English: Sales, English Supervisor WidgetTech Callers TechSupport370 Support SalesEnglish371 Sales_German: WidgetSales Sales, German SalesEnglish372 Widget Corp
  • 10. Sample Set-up 10 LINES QUEUES AcmeTech TechSupport380 Support AGENTS AcmeSales SalesEnglish381 TechSupport: English Tech, English SalesGerman382 AcmeSales German Acme Inc Sales_English: Sales, English Supervisor WidgetTech Callers TechSupport370 Support SalesEnglish371 Sales_German: WidgetSales Sales, German SalesEnglish372 Widget Corp
  • 11. Sample Set-up 11 LINES QUEUES AcmeTech TechSupport380 Support AGENTS AcmeSales SalesEnglish381 TechSupport: English Tech, English SalesGerman382 AcmeSales German Acme Inc Sales_English: Sales, English Supervisor WidgetTech Callers TechSupport370 Support SalesEnglish371 Sales_German: WidgetSales Sales, German SalesEnglish372 Widget Corp
  • 12. Sample Set-up 12 LINES QUEUES AcmeTech TechSupport380 Support AGENTS AcmeSales SalesEnglish381 TechSupport: English Tech, English SalesGerman382 AcmeSales German Acme Inc Sales_English: Sales, English Supervisor WidgetTech Callers TechSupport370 Support SalesEnglish371 Sales_German: WidgetSales Sales, German SalesEnglish372 Widget Corp
  • 13. Demo
  • 15. Powerful Distributed Architecture Integrated with openUC 15 External OpenACD Systems Statistics and Reporting sipXecs Stack Agent Dashboard Proxy Server Media Server (FreeSwitch) Configuration Server MongoDB (agents, queues, skills, clients, etc.)
  • 16. Web UI and APIs for Agent / Supervisor Dashboards 16 > Web UI is built on HTML/CSS/JS > API built on JSON-RPC 2.0 and Events via WebSockets > Gadget and Tab based UI for customizability and extensibility Browser JSON-RPC 2.0 API Websocket
  • 18. Next Steps - Roadmap 2013 and beyond 18 > Start Beta phase for the first release > We will add incremental capabilities through the rest of the year > Extending openACD to become able to fully replace existing formal contact center solutions > Historic reporting package > IM integration for agent / supervisor communication > Redundancy and scale: Clustered operation > IVR frontend > Cloud hosted or private cloud deployment options > Distributed agent population (global queues)
  • 20. Installation System > Servers > Call Center 20
  • 22. Demo Configuration Features > Contact Center > Agents 22
  • 23. Demo Configuration Features > Contact Center > Lines 23