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Genesys CTI User Forum => Genesys CTI Technical Discussion => Topic started by: elwan on April 16, 2007, 04:25:05 AM

Title: Setting up a strategy for Inbound and Outbound
Post by: elwan on April 16, 2007, 04:25:05 AM
Hi All,

I have a request for setting up a strategy for a blended Inbound and Outbound calls for three of our centres that we are supporting. I'm not really sure how I would go about this one, so I need some guidance from you guys out there.  We already have a Main Strategy for all our Inbound centres (including the three above). The business want to set up a strategy for both inbound and outbound calls. Any help would be much appreciated.

Thanks.
Title: Re: Setting up a strategy for Inbound and Outbound
Post by: mark on April 16, 2007, 10:10:35 AM
A few questions:

Are you already doing outbound?
Do you have separate outbound strategies?
Do the strategies really need to be blended? (Personally I prefer to have them separate)

You could have both in one strategy, at the start, use the function GetRoutingPoint[] then do an IF statement on either the inbound or outbound routepoints. Then you can have 2 different sections to the strategy.
Title: Re: Setting up a strategy for Inbound and Outbound
Post by: cavagnaro on April 16, 2007, 02:16:16 PM
Don't forget to configure in the Annex Tab of the Agent Group the progressive_blending_reserved_agents
Title: Re: Setting up a strategy for Inbound and Outbound
Post by: elwan on April 17, 2007, 12:22:15 AM
We do have an outbound centre already. Currently, outbound calls are taken by a separate agent group. They now want the calls to be received by the same agent group. And Inbound calls take priority as well before an outbound call.
Title: Re: Setting up a strategy for Inbound and Outbound
Post by: elwan on April 17, 2007, 12:23:04 AM
[quote author=cavagnaro link=topic=2173.msg7717#msg7717 date=1176732976]
Don't forget to configure in the Annex Tab of the Agent Group the progressive_blending_reserved_agents
[/quote]

What should be the value of this option? and what is it for?

thanks
Title: Re: Setting up a strategy for Inbound and Outbound
Post by: mark on April 17, 2007, 10:53:46 AM
Its how many agents should be reserved to take inbound calls (or other non outbound media). It can be set at either OCS level or agent group / place group level (annex tab).

If you want more outbound calls then set it low, if you want to prioritise inbound calls you should set this higher.
I think that this will only work in progressive mode.

Mark
Title: Re: Setting up a strategy for Inbound and Outbound
Post by: elwan on April 18, 2007, 01:54:55 AM
[quote author=mark link=topic=2173.msg7740#msg7740 date=1176807226]
Its how many agents should be reserved to take inbound calls (or other non outbound media). It can be set at either OCS level or agent group / place group level (annex tab).
[/quote]

the problem with this option is if we have a small pool of agents, say 5 people logged in at 8 am. Then at 8 am as well an outbound campaign is loaded. So if we set the option to 5, no one would be taking outbound calls, even though they are available (but correct me if i'm wrong). But if we set it to zero, inbound calls would be waiting to be answered as soon as an outbound call finishes.

is there a way that we could prioritize inbound calls against outbound calls, like setting the a high priority of inbound calls? how about calculating the MaxReady statistic of the agents before targetting the agent for inbound or outbound?

thanks for all your help guys...
Title: Re: Setting up a strategy for Inbound and Outbound
Post by: victor on April 18, 2007, 02:30:00 AM
I have not done it for a while, so if there is a better way out there, please tell me!

Here is what I would do regarding queuing the inbound and outbound calls:

1. create a strategy that would automatically increase priority of any calls entering by 1 per minute
2. look at calltype and if the call is outbound then make the calls priority 10. If inbound, make the calls priority 1
3. queue them targeting the same agents

so, this way, if you have inbound call in queue, it would be targetting the next available agent. first minute, it priority would be one, second minute it would be 2, and so on... If the outbound call happens to enter this strategy during the first 10 minutes, it will be placed in front of the currently holding queue. The cool thing is that if queued inbound call is waiting for more than 10 minutes, then the next outbound call would be placed after the inbound call. In other words, you would be able to ensure that the inbound calls get moved too.

Needless to say, 10 minutes is just an example. I guess, 3 minutes is probably what most of you would use.


This would prioritize the outbound calls, of course. You can reverse the logic to prioritize the inbound calls, of course.

Title: Re: Setting up a strategy for Inbound and Outbound
Post by: elwan on April 18, 2007, 05:26:09 AM
Our outbound is managed by an OCS and CPD using an ASM mode(not supported by our team). I'm not sure if i can queue an outbound call to a virtual queue? 

I created a design, please see the attached file, and please comment if this would work in regards to prioritization of Inbound calls versus outbound calls.

Thanks again.
Title: Re: Setting up a strategy for Inbound and Outbound
Post by: mark on April 18, 2007, 11:11:34 AM
[quote author=elwan link=topic=2173.msg7746#msg7746 date=1176873969]
Our outbound is managed by an OCS and CPD using an ASM mode(not supported by our team). I'm not sure if i can queue an outbound call to a virtual queue? 

I created a design, please see the attached file, and please comment if this would work in regards to prioritization of Inbound calls versus outbound calls.

Thanks again.
[/quote]

elwan, where are your call centres?
If they are in the UK, it would be worth remembering that you should only drop a certain percentage of calls, any more than this and OFCOM will start slapping wrists.

Would it not be better to not dial if there are no agents available, rather than dial then find out that none are available?

If you do not create availability for the outbound calls, then you should never take an outbound call, given that contact centres like to work at an agreed SLA rather than above it (having a higher service level than targetted would mean unproductive time for the agents, which means money being paid that should'nt be on staffing levels).

using the progressive_blending_agents option allows you to create an acceptable level of availability to take outbound calls.

Which mode of dialling do you use?
Do you normally dial outbound at 8am? (I am guessing that response rate must be low at this time if you do).

Mark
Title: Re: Setting up a strategy for Inbound and Outbound
Post by: victor on April 19, 2007, 03:03:28 AM
Ooops, I assumed that you had a URS, because you are talking about a call-blending.
With URS, you can handle the calls both outbound and inbound.
Since you are using CPD, you have to specify where the outbound call is routed to after it is established, right?
So, just specify Target DN as the routing point where this strategy is running on.


Title: Re: Setting up a strategy for Inbound and Outbound
Post by: cavagnaro on April 19, 2007, 04:08:40 AM
But he must have URS, otherwise how calls are delivered to the agents? The OCS reads info about this Destination Transfer in order to start a campaign, so Genesys must handle it.
Title: Re: Setting up a strategy for Inbound and Outbound
Post by: elwan on April 22, 2007, 11:29:09 PM
Is it possible to know if there are available agents before dialing in?
Using URS, I can use SData to know if there are available agents. But the business wants, Inbound calls should take priority before doing an outbound call. And if there are available agents and no Inbound calls, then they can do outbound. I am only familiar with URS for my team is responsible with it.

Thanks.
Title: Re: Setting up a strategy for Inbound and Outbound
Post by: cavagnaro on April 22, 2007, 11:56:13 PM
When you start the campaign OCs will see if logged agents are in and if the progressive_blending_reserved_agents is true. Example, 1 agent loggen in progressive_blending_reserved_agents = 1, this agent is reserved for Non Outbound actions, only on progressive dialing. Once a second agent login as logged agents > progressive_blending_reserved_agents then Outbound campaign will start dialing.
Title: Re: Setting up a strategy for Inbound and Outbound
Post by: elwan on April 25, 2007, 11:17:17 PM
Do the agents need to login to their outbound queue or they just need to login as per normal inbound queue? The outbound routepoints are configured and URS are able to distinguish the calls from here.

Thanks.
Title: Re: Setting up a strategy for Inbound and Outbound
Post by: mark on April 26, 2007, 09:51:41 AM
You would be targetting the agents by skill for both inbound and outbound, as long as the agent is in the relevent configured outbound agent group they will receive outbound calls. Having the inbound skill will route inbound calls.

Mark
Title: Re: Setting up a strategy for Inbound and Outbound
Post by: elwan on April 27, 2007, 05:58:23 AM
Hi all,
Loaded the strategy for blended calls, agents are being targetted for inbound calls when it comes in, but when they are target for an outbound call, it only shows in CCPulse that ASM is being engaged but there is no actual call for. It seems that the cpd is not dialling the customer and the agents are still waiting for customer.
Is there something that we have missed? We have created a test campaign and a brand new calling list as well.
thanks.
Title: Re: Setting up a strategy for Inbound and Outbound
Post by: mark on April 27, 2007, 08:42:46 AM
If you remove the inbound skill, do the agents take outbound calls like they normally would?
Have you tried to run the outbound campaign on its own?

Mark
Title: Re: Setting up a strategy for Inbound and Outbound
Post by: elwan on May 08, 2007, 06:28:25 AM
hi guys,

thanks for all you help in regards to this topic. we have managed to run this using the existing agent group that is already set up for outbound dialling and give these agents with inbound skills. apparently, using the virtual agent group in OCM doesn't make an outbound call. their status in CCPulse are being ASM engaged, and the records in the dialling list are being answered by other agents not included in the virtual agent group.

thanks again all.
Title: Re: Setting up a strategy for Inbound and Outbound
Post by: tony on May 13, 2007, 07:08:27 AM
...Late in the day but; Multi Channel Routing contains capabilities in both Inbound and Outbound.  I've not yet tried it myself, but it's suppose to do the trick out of the box, using ICW in IRD.... Apparently...
Title: Re: Setting up a strategy for Inbound and Outbound
Post by: victor on May 14, 2007, 04:17:43 AM
Really? I better read up on it and fast!!! Right now, we are using blending in some of our call centers and I was wondering if there is something a bit more robust. A call inflow and outflow prediction algorithm based on the calling list and stats for inbound calls handled so far would probably be a better fit for us.

I am surprised that calling list data is not taken into account when working in blending mode - URS should be more aware of what is going on with the outbound part of the service.

Can someone show a sample of how to use ICW?
Title: Re: Setting up a strategy for Inbound and Outbound
Post by: elwan on May 15, 2007, 01:35:28 AM
i'm interested with it as well. let me know of any outcome. cheers  ;)
Title: Re: Setting up a strategy for Inbound and Outbound
Post by: natlonehat on June 20, 2007, 06:10:51 AM
Hmmm...interesting stuff, can someone suggest a link or a doc where i can read up more on this... /??
Thanks