Desktop telephony application program for a call center agent

Information

  • Patent Grant
  • 6658106
  • Patent Number
    6,658,106
  • Date Filed
    Wednesday, October 13, 1999
    25 years ago
  • Date Issued
    Tuesday, December 2, 2003
    21 years ago
Abstract
A desktop telephony application program enables a call center agent to handle calls. The application program may be interfaced with an answering service. The answering service acts as an application program interface (API) to a computer/telephony interface server and a call distributor. The application program produces a user interface that enables the agent to indicate when the agent is going on break and the type of break that the agent is taking. Additional functional elements are provided in the user interface to enable the agent to update status information regarding the current state of the agent. The application program may also provide phone books that hold phone numbers grouped by different logical grouping criteria.
Description




TECHNICAL FIELD




The present invention relates generally to telecommunication systems, and more particularly, to a desktop telephony application for a call center agent.




BACKGROUND OF THE INVENTION




Conventional systems include desktop application programs that control a telephone pad. These desktop application programs are able to dial an outbound call on behalf of a user. Such desktop application programs, however, are limited in several respects. These desktop application programs are not configurable to be integrated with an answering service so as to customize what calls are received. Second, these desktop application programs do not maintain status information about a user or agent who is using the desktop application program. Third, such desktop application programs either do not include a phone book or include a very limited phone book.




SUMMARY OF THE INVENTION




In accordance with a first aspect of the present invention, a method is practiced in a call center that has a call distributor for distributing calls and a telephony server for generating events regarding calling activities in the call system. The call center also includes an agent station that has a telephone set and an agent computer system. In accordance with this method, an interface is provided that enables the computer system to interface with the telephony server and the call distributor to collect call information and events. A client application program is provided on the agent computer system to receive events from the interface and that produce a user interface on the display device for enabling the agent to handle calls. The client application is registered with the interface so the agent receives calls having only selected characteristics (such as selected DNIS values). A call is then received at the agent station that exhibits the selected characteristics.




In accordance with another aspect of the present invention, multiple phone books are provided for use by a user of a computer system. Each phone book contains entries that list phone numbers. The phone books include at least two phone books that include different logical groupings of entries. Contents of a selected one of the phone books is displayed on the display device. The user accesses the displayed contents of the selected phone book to cause an outbound call to be placed to a phone number that is listed in an entry that is part of the displayed contents of the selected phone book.




In accordance with a further aspect of the present invention, state information is maintained regarding whether an agent in a call center is working or on break. Information is also maintained regarding what type of break the agent is taking. A user interface is generated on the display device with an application program. The user interface includes an element for the agent to indicate that the agent is taking a break and for indicating the type of break that the agent is taking. The state information is updated in response to the agent using the user interface to indicate that the agent is on break and to indicate the type of break the agent is taking.











BRIEF DESCRIPTION OF THE DRAWINGS




A preferred embodiment of the present invention will be described below relative to the following figures:





FIG. 1

is a block diagram for a portion of a telecommunications system that is suitable for practicing the preferred embodiment in the present invention.





FIG. 2

is a block diagram illustrating an agent station in more detail.





FIG. 3

is a block diagram of an agent workstation.





FIG. 4

is a logical diagram illustrating the data flow between the answering service and autofone.





FIG. 5

is a flow chart illustrating the steps that are performed for autofone to receive events. from the answering service.





FIG. 6

is a flow chart illustrating the steps that are performed by autofone during initialization.





FIG. 7

is a flow chart illustrating the steps that are performed to cause the initial autofone window to be displayed.





FIG. 8A

depicts the format of a new style autofone window after an agent initially logs on.





FIG. 8B

depicts the format of a old style autofone window after an agent initially logs on.





FIG. 9

depicts the format of a new style autofone window in the truncated state.





FIG. 10A

indicates the appearance of a new style autofone window when the agent is available to receive calls.





FIG. 10B

indicates the appearance of an old style autofone window when the agent is available to receive calls.





FIG. 11A

depicts the format of a new style autofone window after an agent has received a call.





FIG. 11B

depicts the format of an old style autofone window after an agent has received a call.





FIG. 12

is a flow chart illustrating the steps that are performed to release a phone call in a preferred embodiment of the present invention.





FIG. 13A

depicts a new style autofone window after an agent has released a call.





FIG. 13B

depicts an old style autofone window after an agent has released a call.





FIG. 14

illustrates the steps that are performed when an agent decides to take a break.





FIG. 15

illustrates the steps that are performed when an agent decides to log out.





FIG. 16A

illustrates a new style autofone window after an agent has logged out.





FIG. 16B

illustrates an old style autofone window after an agent has logged out.





FIG. 17

is a flow chart illustrating how an outbound call may be initiated by clicking on a phone book entry.





FIG. 18

depicts a phone book window.





FIGS. 19A and 19B

illustrate how a call back entry may be created in the Call Backs phone book via the user interface.





FIG. 20

depicts an example call back reminder window.





FIG. 21

depicts the steps that are performed for call backs in the preferred embodiment of the present invention.





FIG. 22

is a flow chart that shows the steps that are performed to place an outbound call via a drag-and-drop operation.





FIG. 23

is a flow chart that illustrates the steps that are performed to place an outbound call via a call back reminder window.





FIG. 24

is a flow chart illustrating the steps that are performed to place an outbound call using the digit buttons in an autofone window.





FIG. 25

illustrates the format of a yellow pages phone book.











DETAILED DESCRIPTION OF THE INVENTION




The preferred embodiment of the present invention provides a desktop application program for use by an agent in a call center. The desktop application program controls a telephone pad and enables the agent to receive calls and place outbound calls. The desktop application program produces a user interface that resembles the face of a telephone with certain functional buttons. Through this user interface, the user may login, logout, accept calls, place calls, log breaks, update status information and access phone books. The user interface is configured so as to not occupy a great deal of screen real-estate and is intuitive to use.




The desktop application program of the preferred embodiment of the present invention enables an agent to log breaks. In addition, it enables an agent to log the type of break that the agent is taking. For example, the agent may specify that the agent is at lunch, is in a meeting, is in training, or is on a coffee break. The break information is tied to a database that maintains the status of agents and their breaks for use by a monitoring system.




As was mentioned above, an agent may access a phone book via the user interface of the desktop application program. The preferred embodiment of the present invention provides the agent with three types of phone books. The personal phone book stores frequently called numbers. The yellow pages phone book stores numbers for various businesses and customers and the Call Backs phone book stores numbers which the agent wishes to call back at a later time. This segregation of phone numbers into separate phone books enables the agent to quickly locate the phone number that the agent needs.





FIG. 1

is a block diagram that illustrates a portion of a telecommunications network that is suitable for practicing the preferred embodiment of the present invention. The telecommunications network includes a call center


10


that is connected to a public switched telephone network (PSTN)


12


via a voice trunk


14


. The call center


10


includes an automatic call distributor (ACD)


16


or other switching mechanism for routing incoming calls within the call center. The ACD


16


is connected via a voice trunk


18


to agent stations


20


. Agents are stationed at the stations


20


to handle calls on behalf of the call center. The ACD


16


is also connected via a voice trunk


22


to a voice response unit (VRU)


24


that automates call processing. The VRU


24


may be used to collect information from a caller. For example, the VRU


24


may be used to collect an account number, a credit card number and/or a service request from a caller. The VRU


24


is connected to a computer/telephony integration (CTI) server


30


via a data link


26


. The CTI server


30


extracts call data from the ACD


16


. In particular, the CTI server


30


abstracts raw call data from the ACD


16


into useful statistical data. The CTI server


30


also distributes data in the form of events. The CTI server


30


may run as a separate process on a dedicated computer system. A suitable CTI server is the T Server produced by Genesys Labs of San Bruno, Calif. The CTI server


30


is connected to the ACD via a data link


28


and is also connected to the agent stations


20


via a data link.




A CTI monitoring server (CTIMS)


36


is connected to the CTI server


30


via a data link


34


. CTIMS


36


may be implemented on a shared computer with the CTI server


30


or on a separate dedicated computer system. CTIMS serves to compile statistical data that is collected from the CTI server


30


into useful data for presentation and management at the supervisor/control workstations


38


. This data is utilized by a client application program that is run on the supervisor/control workstations


38


. This client application program is described in more detail in co-pending application entitled, “Monitoring System Client For A Call Center,” which is assigned to a common assignee with the present application and which is explicitly incorporated by reference herein.




CTIMS registers with the CTI server


30


to receive all events that are output by the CTI server


30


. An example of events that are output by the CTI server


30


include events indicating calls received, calls routed, calls answered and calls disconnected. CTIMS


36


categorizes the events into groups, such as by agent, by agent group, by call center, by business type, and the like. CTIMS also calculates certain statistics such as average call handling times. A suitable implementation of CTIMS is described in co-pending application entitled, “Computer/Telephony Integration Monitoring Server,” which is assigned to a common assignee with the present application and which is explicitly incorporated by reference herein.




CTIMS


36


is connected to an automated resource management system (ARMS)


44


via a data link


46


. ARMS


44


provides management of resource data for the call center


10


. ARMS is largely a database on a server that contains interfaces for access by CTIMS


36


, by agent stations


20


and by supervisor/control workstations


38


. A suitable implementation of ARMS


44


is described in co-pending application entitled, “AUTOMATED RESOURCE MANAGEMENT SYSTEM (ARMS) FOR A CALL CENTER,” which is assigned to a common assignee with the present application and which is explicitly incorporated by reference herein.




It should be appreciated that the data links


26


,


32


,


34


,


40


,


42


and


48


may all be implemented as local area network (LAN) connections. These data links may also be implemented as non-networked links. Those skilled in the art will appreciate that a call center


10


used to practice the present invention may have a different configuration than that depicted in FIG.


1


.





FIG. 2

depicts a logical view of an agent station


20


that is suitable for practicing the preferred embodiment of the present invention. The agent station


20


is connected to ACD


16


via voice trunk


18


. The agent station


20


is also connected to the CTI server


30


, via a data link


32


and is connected to ARMS


44


. The agent station


20


includes a phone pad


50


that may be used to place outbound calls. The phone pad


50


is connected via a voice trunk


54


to a headset


52


that the agent may use to listen and speak on the telephone call. The agent station


20


also includes an agent workstation


56


, which may be implemented as a personal computer system, a workstation or other suitable computer system (see FIG.


3


). The agent workstation includes support for the Microsoft® OLE protocol


58


from Microsoft Corporation of Redmond, Wash. The agent station


20


also includes an answering service that serves as a single common application program interface (API) for desktop applications to interface with the CTI server


30


and the ACD


16


. A suitable implementation of the answering service is described in more detail in co-pending application entitled, “TELEPHONY SERVER APPLICATION PROGRAM INTERFACE (API),” which was filed on even date herewith, which is assigned to a common assignee with the present application and which is explicitly incorporated by reference herein.




The agent workstation


56


includes the desktop application program of the preferred embodiment of the present invention, which will be referred to hereinafter as “autofone.” Autofone


62


will be described in more detail below. The agent workstation


56


also includes a generic sales and service application (GSSA)


64


. GSSA


64


is a configurable application platform that performs customer sales and service processing for different business clients. GSSA


64


is used by agents to service customer calls. A suitable implementation of GSSA is described in more detail in co-pending application entitled, “CONFIGURABLE APPLICATION PROGRAM FOR CALL CENTER SALES AND SERVICES,” which was filed on even date herewith, which is assigned to a common assignee with the present application and which is explicitly incorporated by reference herein.




Those skilled in the art will appreciate that the agent station configuration depicted in

FIG. 2

is intended to merely illustrative. The present invention may be practiced with a different configuration. Moreover, the agent workstation


56


need not include support for Microsoft® OLE, the answering service


60


and GSSA


64


. These components are shown merely as illustrative components of the preferred embodiment of the present invention.





FIG. 3

shows a block diagram of the architecture for the agent workstation


56


. The agent workstation


56


includes a central processing unit (CPU) for managing an overseeing operation. The agent workstation


56


may also include a number of peripheral devices, including a keyboard


68


, a mouse


70


and a display device


72


, such as a video display device. The agent workstation


56


may also include a modem


74


for interfacing with telephone lines and a network adapter


76


for interfacing with a network. The agent workstation


56


includes primary storage


78


and secondary storage


80


. The primary storage


78


includes an operating system


82


, such as the Microsoft® Windows® 95 operating system or the Microsoft® Windows® NT operating system. The primary storage also holds the answering service


60


, GSSA


64


, and autofone


62


. The secondary storage


80


may hold a number of types of data and programs.

FIG. 3

shows an instance wherein the phone books


88


are stored in secondary storage


80


. Nevertheless, the phone books may be stored on a remote server, such as ARMS


44


.




As is shown in

FIG. 4

, autofone


62


is run as a client of the answering service


60


, which acts as a server. Autofone


62


may be implemented as an application program in a suitable language, such as Visual Basic. The answering service


60


may be implemented as an OLE automation server. Autofone


62


registers for specific dialed number identification service. (DNIS) values with the answering service


60


by submitting registration requests


90


(see step


94


in FIG.


5


). Events


92


for the specified DNIS are subsequently sent to autofone


62


from the answering service


60


when the events occur (step


96


in FIG.


5


).




This registration methodology provides an added degree of configurability for autofone


62


. Autofone


62


may be registered to receive and process all calls to a given agent workstation


56


. On the other hand, autofone


62


may be registered only to receive calls for one or more DNIS values. In the preferred embodiment of the present invention, each DNIS value is associated with a given business client of the call center. Thus, an agent may be designated to receive only calls for a subset of the business clients as specified by the DNIS values. The registration methodology enables autofone


62


for the agent to register solely for calls for the designated business clients when a given agent is logged on to autofone. Moreover, a different agent can log on to the same agent workstation but be registered to receive different DNIS events and, thus, facilitate time sharing of the agent workstation.




Autofone


62


utilizes two initialization files (i.e., .ini files). These two .ini files are autofone.ini and autobook.ini. When autofone


62


is first initialized, it reads the autofone.ini file to configure itself and initialize itself (step


98


in FIG.


6


). The autofone.ini file contains a data source name for the ARMS


44


database, contains a user ID for the ARMS database and contains a password for the ARMS user ID. The autofone.ini file also contains a default style for the autofone window produced by autofone


62


(which will be described in more detail below). The autobook.ini file contains the name of the file which stores the agent phone book names. The autobook.ini file is read to locate the phone books to be used by autofone


62


.





FIG. 7

is a flow chart illustrating the steps that are performed to provide the user interface for autofone


62


. Initially, a window for autofone


62


is not open and a program icon for autofone is displayed on the desktop of the user (step


102


in FIG.


7


). The icon may constitute a shortcut icon, such as found in the Microsoft® Windows® 95 operating system. The agent then manipulates the icon to activate autofone (step


104


in FIG.


7


). This may entail the agent positioning a mouse cursor to point at the icon and clicking or double clicking on the icon. The initial autofone window is displayed (see

FIGS. 8A and 8B

) in response (step


106


in

FIG. 7

) and the default state for the agent is set as logged in and unavailable (step


108


in FIG.


7


).




It should be appreciated that information about the state of an agent is maintained in tables stored in ARMS


44


. In general, an agent may be in one of the following states: unavailable, available, call work, error, or unknown. When the agent is unavailable, the agent is not available for processing calls. When the agent is available, the agent is not currently processing a call and is available to process calls. When the agent is in an error state, an error has occurred such that the state information may not be reliable. An agent may be in an unknown state wherein the current state of the agent is not known. An agent may be in a call work state such that the agent is processing a call but is not currently talking. The database in ARMS


44


also maintain information about whether the agent is logged in, logged out, and whether the agent is on a break or not. A table that holds break codes representing different types of breaks is maintained in ARMS


44


, and information regarding the type of break an agent takes is also maintained within ARMS.





FIGS. 8A and 8B

depict how the autofone window will appear after the autofone window is initially opened. The autofone window may appear in one of two styles: new or old.

FIG. 8A

depicts the new style window


110


and

FIG. 8B

depicts the old style window


132


. Each of these autofone windows


110


and


132


includes a style button


112


, which may be activated to toggle between the two styles. Thus, an agent may toggle from the new style to the old style or from the old style to the new style by activating the style button


112


. The style button


112


, like other buttons in the autofone windows


110


and


132


, may be activated by positioning a mouse cursor to point at the button and clicking a mouse button.




The new style window


110


includes a close button


114


for closing the window and a resizing button


116


for resizing the window. The new window


110


also includes a book button


117


for requesting the display of the phone books that are provided as part of autofone


62


. These phone books will be discussed in more detail below.




The new style autofone window


110


includes a clasp button


118


that may be activated to include or exclude the bottom portion of the window


110


.

FIG. 9

shows the appearance of a truncated version of the new style autofone window


140


after the clasp button


118


has been activated. As can be seen, the bottom portion of the new style autofone window


110


, that includes the keypad


120


and elements below it, is not depicted in FIG.


9


. The agent may return to the fully displayed new style autofone window


110


(as shown in

FIG. 8

) by activating the clasp button


118


when the truncated new style autofone window


140


(

FIG. 9

) is currently displayed.




The new style autofone window


110


includes a numerical keypad


120


for entering digits like a conventional telephone keypad. The new style autofone window


110


additionally includes a number of functional keys


122


that may be activated to update state information, manipulate phone calls, and the like. For example, the “Init Conf” key may be pressed to initiate a conference call, the “Transfer” button may be pressed to transfer a call, and the “Hold” button may be pressed to place a party on hold. A status window


124


holds status information regarding the agent. Initially, the status window


124


indicates the agent is not ready to receive calls (“AgentNotReady”). A phone number display


126


is also included as part of the window


110


. Display


128


displays the number of incoming calls. Display


130


holds information regarding the duration of calls.




The old style autofone window


132


includes many of the same components as the new style autofone window


110


. The old style autofone window includes a resizing button


116


, a style button


112


, a book button


118


, a display


128


for holding the number of incoming calls, a display


126


for displaying phone calls, and an agent status display


124


. The old style autofone window


132


, however, holds a system menu button


134


that may be activated to display a system menu, such as commonly found with windows in the Microsoft® Windows®, version 3.1, operating system. The old style autofone window


132


is also different from the new style window


110


with respect to the functional buttons


136


that it contains. There is an overlap between the buttons contained in the two styles of windows, but the buttons are also differently arranged and the old style autofone window


132


includes additional buttons. The old style autofone window


132


also differs in that it has multiple break buttons


138


. These break buttons


138


may be activated to identify not only that the agent is on break but what kind of break the agent is currently on.




After an agent is logged on, the agent may use the autofone windows


110


and


132


to indicate that the agent is now ready to receive calls. The agent indicates that the agent is available to receive calls by pressing the available button


141


(FIGS.


8


A and


8


B). This causes the state information stored in ARMS


44


to be updated to indicate that the agent is in the available state.

FIGS. 10A and 10B

depict the appearance of the new style autofone window


110


and the old style autofone window


132


in such an instance. The message (“AgentReady”) displayed within the status display


124


indicates that the agent is ready to receive calls. In addition, the functional buttons that are available to the agent have changed. The available button


144


has changed to an unavailable button


144


that may be used by the agent to toggle to the unavailable state. Furthermore, the logout button


142


has become grayed out so as to no longer be immediately available to the agent. In the new style autofone window


110


, the break button


146


has become activated. In the old style autofone window


132


, the meeting break button


148


, the generic break button


150


, and the lunch break button


152


have become active.




The appearance of the new style autofone window


110


and the old style autofone window


132


also changes when the agent receives a call (i.e., a call with the agent is established). As is shown in

FIGS. 11A and 11B

, the status display


124


indicates that a call has been established. In addition, the transfer button


152


becomes active to enable the user to transfer the call. Furthermore, the release button


154


becomes active to enable the agent to release the call.





FIG. 12

is a flow chart illustrating the steps that are performed when a call is released by an agent using autofone


62


. An agent may release the call by pressing the release button


154


or, alternatively, by the calling party hanging up (step


160


in FIG.


12


). In response, the agent is put into the call work state (step


162


in FIG.


12


).

FIGS. 13A and 13B

depict the appearance of the new style window


110


and the old style window


132


in such an instance. The status display


124


indicates that the agent is busy (“AgentBusy”) and the end work button


170


becomes active. The agent may exit the call work state by activating the end work button


170


(step


164


in FIG.


12


). Activation of this button


170


places the agent in the available state (step


166


in FIG.


12


).




As was mentioned above, the agent may depress a break button to indicate that the agent is going on break. In the new style autofone window


110


, the agent depresses the break button


146


to indicate that the agent is going on break and in the old style autofone window


133


, the agent depresses one of the break buttons


138


(see

FIG. 8B

) to indicate that the agent is on break (step


172


in FIG.


14


). With the old style autofone window


132


, the agent may press the meeting break button


148


, the generic break button


150


, the lunch break button


152


, or the training break button


153


. As a result of the agent activating one of the break buttons, the agent is placed on break and is put in an unavailable state (step


174


in FIG.


14


). In particular, the tables held within ARMS


44


are updated to indicate that the agent is on break and that the agent is in the unavailable state. When the old style autofone window


132


is used, the type of break being taken by the agent is also noted, and the break type information is updated within ARMS


44


. This information may be used by the monitoring client application program that is run on the supervisor/control workstations


38


. The integration of autofone


62


with ARMS


44


in CTIMS


36


provides an added level of functionality that would not otherwise be available.




At the end of a agent's work shift or when the agent is ready to go to lunch or take a coffee break, the agent may wish to log out. The agent logs out by pressing the logout button


142


(step


176


in FIG.


15


). This causes the agent to enter the logged out state (step


178


in FIG.


15


). State information regarding how long the agent was logged in and when the agent logged out is updated in ARMS


44


(step


180


in FIG.


15


).

FIGS. 16A and 16B

depict the state of the new style autofone window


110


and the old style autofone window


132


, respectively, when the agent logs out. Specifically, the status display


124


indicates that the agent is logged out (“AgentLogout”), and the login button


182


becomes active.




As has been discussed above, autofone


62


provides a user with multiple phone books. The agent may cause a phone book to be displayed by activating the book button


117


. In response, the phone book is displayed (step


184


in FIG.


17


).

FIG. 18

depicts an example of a phone book window


190


that may be displayed in response to activating the book button. The phone books window


190


includes a tab


192


for the Personal phone book, a tab


194


for the Call Backs phone book, and a tab


196


for the Yellow Pages phone book. In the example depicted in

FIG. 18

, the Personal phone book


192


is selected but is empty. The phone books window


190


also includes a Call Back section


198


that holds the date and time for any call back. This section


198


includes a date field


200


, an hour field


202


, a minute field


204


, and an AM/PM checkbox


206


. The phone books window


190


also includes a Number field


201


and a Name & Notes field


203


. The Call Back section


198


, the Number field


201


, and the Name & Notes field


203


will be described in more detail below. A user selects the phone book of interest by selecting the appropriate tab


192


,


194


, or


196


.

FIG. 25

depicts an example of the Yellow Pages phone book, which will be described in more detail below.




A user may place an outbound call using a phone book by clicking on an entry within the phone book (step


186


in FIG.


17


). The phone number associated with the entries is then automatically dialed (step


188


in FIG.


17


). As will be described in more detail below, autofone


62


also facilitates other ways of placing outbound calls.




The phone books are editable such that new entries may be added and deleted from the phone books. As was mentioned above, the Call Backs phone book holds entries for phone numbers that the agent wishes to call back at a later time.

FIGS. 19A and 19B

illustrate how an entry may be added to the Call Backs phone book.

FIG. 19A

shows the new style autofone window


110


and the phone books window


190


. In the example shown in

FIG. 19A

, a call is currently established with an agent. The status display


124


indicates that a phone call is established, and the call duration display


130


indicates that the call has been established for 24 seconds. The phone number of the call is shown within display


128


. An entry may be added to the Call Backs phone book by selecting the Call Backs tab


194


and double clicking on the phone number displayed within display


128


. This causes the phone number to be displayed within the Number field


201


in the phone books window


190


. The name to be included in the entry is then added in the Name & Notes field


203


. The Call Backs day and time may be then added in fields


200


,


202


,


204


, and


206


. After this is done, and the Add button


207


is activated, the entry


210


appears within the Call Backs phone book. The entry includes a name


212


, a phone number


214


, and a Call Back time and date information


216


.




It should be appreciated that entries may be added to the Personal phone book or the Yellow Pages phone book in a similar fashion.




The change button


209


shown in

FIG. 19B

may be used to edit an entry in the phone book. A user needs to select the entry, press the change button


209


, and then edit the information for the entry. In addition, an entry may be deleted using the delete button


211


. The entry needs to be selected (such as by positioning a mouse cursor over the entry and clicking the mouse button). The delete button


211


is then activated to delete the entry.





FIGS. 20 and 21

illustrate the use of call backs. Initially, a call back is scheduled


240


by creating an entry within the Call Backs phone book. The scheduled time arrives (step


242


in FIG.


21


). A reminder window is displayed when the scheduled time arrives (step


244


in FIG.


21


).

FIG. 20

depicts an example of a reminder window


220


. The reminder window indicates the name of the party that is to be called. The reminder window includes options that the agent may select to determine whether to execute the call back and when to execute the call back. Option


222


may be selected to immediately call and execute the call back. Option


224


may be selected to perform the call back 10 minutes from the current time. Option


226


may be selected to remove the call back and option


228


may be chosen to change the call back time to an agent-determined time. When option


228


is chosen, the agent fills in a date field


230


, an hour field


232


, a minute field


234


, and an AM/PM checkbox


236


. The user chooses one of these options and the associated option is performed (step


246


in FIG.


21


).





FIG. 25

shows an example of an instance of the Yellow Pages phone book


266


. This phone book is displayed when the agent selects tab


194


.

FIG. 25

shows an example wherein an entry


268


within the phone book has been selected. The associated address information is displayed within the Name & Notes field


203


and the associated phone number is displayed within the Name field


201


. The phone number is also displayed within field


126


. To dial the number, the user needs only to activate the dial button


43


.




The above discussion has already illustrated one approach to placing an outbound call. This approach is to choose an entry within a phone book and double click on the entry.

FIG. 22

illustrates a second option for placing an outbound call. In the second option, one of the phone books is displayed (step


248


in FIG.


22


). The agent then positions a mouse cursor over an entry, drags the entry to be positioned over the dial button


143


and drops the entry (step


250


in FIG.


22


). This drag-and-drop operation, causes the phone number that is associated with the entry to be dialed (step


252


in FIG.


22


).




A third means for placing an outbound call concerns a call back. A call back reminder window is displayed (step


254


in FIG.


23


). The agent then chooses the callnow option


222


(step


256


in FIG.


23


). The phone number associated with the call back is then dialed (step


258


in FIG.


23


).




A fourth option for placing an outbound call is depicted in FIG.


24


. The user clicks on the digit buttons within the keypad


120


and a new style window


110


(step


260


in FIG.


24


). The user clicks on the digit buttons to specify the phone number to be dialed. The user then activates the dial button


143


(step


262


in FIG.


24


). The associated phone number is then dialed (step


264


in FIG.


24


).




While the present invention has been described with reference to a preferred embodiment thereof, those skilled in the art will appreciate that various changes in form and detail may be made without departing from the intended scope of the present invention as defined in the appended claims.



Claims
  • 1. In a call center having a call distributor for distributing calls, a telephony server for generating events regarding calling activities in the call center and an agent station having a telephone set and an agent computer system, a method comprising:providing an interface that enables the computer system to interface with the telephony server and the call distributor to collect call information and events; providing a client application program on the agent computer system that receives events from the interface and that produces a user interface on a display device for enabling at least a first agent and a second agent of the agent computer system to handle calls; registering at least a first dialed number identification service (DNIS) value associated with the first agent with the interface so that the first agent receives calls having the at least first DNIS value; registering at least a second DNIS value associated with the second agent with the interface so that the second agent receives calls having the at least second DNIS value, wherein the first and second DNIS values are different; receiving a call at the telephony server; transferring call data associated with the call to the interface; determining whether the call data has the first or second DNIS value; transferring the call to the first agent at the agent station when the call data has the first DNIS value and the first agent is logged on to the agent station; and transferring the call to the second agent at the agent station when the call data has the second DNIS value and the second agent is logged on to the agent station.
  • 2. The method of claim 1 wherein the interface is an application program interface (API).
  • 3. The method of claim 1, wherein each of the respective at least first and second DNIS values represent an individual business client of the call center.
  • 4. The method of claim 1, wherein said registering at least a first DNIS value includes:registering a first plurality of DNIS values with the interface so that the first agent receives calls having each of the first plurality of DNIS values; and the registering at least a second DNIS value includes: registering a second plurality of DNIS values with the interface so that the second agent receives calls having each of the second plurality of DNIS values.
  • 5. In a call center having a call distributor for distributing calls, a telephony server for generating events regarding calling activities in the call center and an agent station having a telephone set and an agent computer system, a computer-readable medium holding computer executable instructions for performing a method comprising:providing an interface that enables the computer system to interface with the telephony server and the call distributor to collect call information and events; providing a client application program on the agent computer system that receives events from the interface and that produces a user interface on a display device for enabling at least a first agent and a second agent of the agent computer system to handle calls; registering at least a first dialed number identification service (DNIS) value associated with the first agent with the interface so that the first agent receives calls having the at least first DNIS value; registering at least a second DNIS value associated with the second agent with the interface so that the second agent receives calls having the at least second DNIS value, where the first and second DNIS values are different; determining whether the first or second agent is logged on to the agent computer system; determining whether call data associated with a call has the first or second DNIS value; transferring the call to the agent station when the call data has the first DNIS value and the first agent is logged on to the agent computer system; and transferring the call to the agent station when the call data has the second DNIS value and the second agent is logged on to the agent computer system.
  • 6. The computer-readable medium of claim 5, wherein each of the respective at least first and second DNIS values represent an individual business client of the call center.
  • 7. The computer-readable medium of claim 5, wherein said registering at least a first DNIS value includes:registering a first plurality of DNIS values with the interface so that the first agent receives calls having each of the first plurality of DNIS values; and the registering at least a second DNIS value includes: registering a second plurality of DNIS values with the interface so that the second agent receives calls having each of the second plurality of DNIS values.
Parent Case Info

This application is a divisional of pending U.S. Ser. No. 08/934,167 filed Sep. 19, 1997.

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