CyDesk User Guide
Please note that our online manuals reflect features included in the latest version only - please check your version to ensure compatibility - and we recommend always engaging with CyTrack support to use the latest version
Table of Contents
- 1 Introduction
- 2 Features new to CyDesk
- 3 How to Login or Logout to/from CyDesk
- 4 First Time Users: Accessing the CyDesk client
- 5 Chrome Users: Creating a Desktop icon link
- 6 Chrome Users: How to allow Notifications
- 7 Chrome Users: Installing the Click to dial plug-in
- 8 Changing your Status or Logging out
- 9 How to Use the Search Functions
- 10 Searching and Dialling your CRM Contacts
- 11 Search Page Actions
- 12 Hover over other Agents to Identify their Call
- 13 Alert Me When Available
- 14 How to Customise your Favourites
- 15 Rearranging Favourite items with Drag and Drop
- 16 Moving Favourite Groups Up or Down
- 17 Bulk Activity – Move Items to Different Group or Remove from Favourites
- 18 Sharing Favourites
- 19 How to use Call History
- 20 Call History (made by you) grouped by Category
- 21 Call History made by other Agents
- 22 Call Handling
- 23 Active Call Screen - Call Controls and Information
- 24 Pickup another Agent's Calls
- 25 Edit Call Information
- 26 Unhold Call
- 27 Work with Parked Calls
- 28 Call Conferencing
- 29 Multiple Matches Found
- 30 Alerts in the CyDesk client
- 31 Using the inbuilt Dial Pad
- 32 Waiting Calls (in Queue)
- 33 Queued Calls - Send to another agent
- 34 My Calls – Hold / Un-Hold / Hang Up
- 35 Recent Calls (as distinct from Call History)
- 36 Recent Conversations and Sending Messages
- 36.1 Action Menu
- 37 SMS Functions
- 38 How to Use your Message History
- 39 How to Reply to a message
- 40 Queues
- 41 Queues Statistics
- 42 Queue Actions
- 43 Queue Display Settings
- 44 Teams
- 45 Teams Actions
- 46 Team Display Settings
- 47 Campaign Calls
- 48 Progressive Campaign Call
- 49 Queue Call Back
- 50 Web Call Backs
- 51 Email
- 52 Customising CyDesk to meet your preferences
- 53 How to Change your Login Password
- 54 How to Update or Remove your Profile Picture
- 55 How to Display and Edit your Profile Settings
- 56 How to activate Expand Multiple Panels Settings
- 57 How to Hide Logged Out Agents
- 58 How to Adjust your Volume Settings
- 59 Customize menu
- 60 Moving Menu Items
- 61 Show more Items in the Menu Footer
- 62 How to Restore Default Settings
- 63 List of Alerts and Notifications in Chrome
- 64 Force Break
- 65 Incoming Call
- 66 Missed Call
- 67 Email
- 68 Incoming Message
- 69 Calendar Break
- 70 Alert Me When Available
- 71 Using "About CyDesk" and User Guide
- 72 Integration with Skype for Business
- 73 Integration with Outlook and Exchange Calendar System
- 73.1 Requirements
- 73.2 About the Feature
- 74 CRM integration with CyDesk
- 74.1 CRM Calls Activity
- 75 CRM Call to Dial
- 76 CRM settings
- 77 Call Forward Profiles
- 78 ACD Support
- 79 Twinning
- 80 Transfer between devices by parking a call
- 81 Silent Monitor
- 82 Put Agent on Break
- 83 Work with Call Recording
- 84 Using Copy to Dial
- 85 Configuring DeskTools
Introduction
This document presents an overview of CyDesk. The CyDesk client is a web based CTI interface which brings additional contact centre functionality to each agent’s desktop.
Being an HTML browser based application, users of the software can log in into (and operate most functions of) CyDesk without having to install any software locally on their workstations. In addition, if CyDesk is deployed in the cloud, users can login from any location via the internet.
Features new to CyDesk
Note: many features depend on being configured in CyDesk Manager by your Administrator and/or availability in your PBX hardware
Outlook CRM and Exchange Calendar system integration into the CyDesk Client
Link your local Microsoft Outlook contacts data straight into your CyDesk client. Very useful for users who have built up a valuable list of contacts in Microsoft Outlook over the years.
Conference Call
Bring in more than two parties on the call at once.
Park Call
Park calls and retrieve them from another extension.
Add Notes to a Call
The Edit Call Information feature enables agents to add notes to a call which will display as part of the call and transfer with a call to other agents.
Call Forward Profile
This is a feature where you can set Call Forwarding or DND status.
Silent Monitor
This is a feature in CyDesk allowing supervisors to listen to agents conversations without disturbing them.
ACD Support
If your PBX has ACD support and it's configured to ACD groups you have simple and affective ways to monitor this in CyDesk Web.
Twinning
This is a feature in some PBX models where you can have more than one handset or station, or device associated with your agent's extension and transfer between devices by parking a call.
Call History: - Show All or Filter by Category
Agents are now able to view their Call History listings in two primary modes; Date based and Category based. If an Agent chooses ‘Date’, calls are listed chronologically, most recent first. If an Agent chooses Category based listings, the Agent is also presented with the choice of which category? Inbound, Outbound, or Missed Calls?
Call History: - View the Call History of other Agents
Agents can view the Call History of other Agents, if they’re configured to have that permission. Please Note: Certain Agents can also be configured to have their Call History made unavailable for anyone else to see. For example, a Company Owner might wish to see the Call History of his employees but not vice versa. The configuration options for these features exist in CyDesk Manager, the central Administration portal.
Busy Agents: - Hover to View who they’re in a call with.
A highly useful feature which enables users to see at glance which Agents are on a call with.
Search for “everything” in Agents and Extensions by using blank search fields
List all Agents in your phone system by searching with blank criteria. This also applies for extensions. Quickly find and route a call to any Agent without needing to know their extension. Very useful in large call centers.
Select All from a Search Listing and “bulk add” to your Favourites
After performing a search, from the returned list it’s possible to “select all” and this will allow you to “bulk add” items to your favorites.
“Click to Dial” for Google Chrome
“Click to Dial” allows users of Google Chrome (with plugin installed) to open any web page and phone numbers displayed on that page will be underlined. Click on a number and CyDesk Web will populate your CyDesk Web Dial Pad allowing you to make a call straight from a web page.
How to Login or Logout to/from CyDesk
Logging in to CyDesk
Open CyDesk(we recommend using the Chrome Desktop App mentioned above)
Enter your username (this will be your Agent name setup in CyDesk Manager by your Administrator)
Enter your CyDesk Agent password (if required, the default is blank)
Click Sign In
Select the extension which is normally associated with your desk phone
If you want to go to break straight after signing in, select “break” as well
Click submit
If login is successful, then it will open the default page
First Time Users: Accessing the CyDesk client
Your local IT Administrators will provide the relevant CyDesk URL for you
Open your provided site URL in any web browser of your choice
For example, a working URL to bookmark might be http://10.1.1.177:5000/
Note: You might want to save your CyDesk URL as a regular bookmark
Chrome Users: Creating a Desktop icon link
The goal in this section is to help Chrome users create a permanent desktop app which specifically opens CyDesk. You can resize your CyDesk App to be any size and location, and those settings will operate independently of your normal Chrome browser.
“Create the page as a desktop application” which lives as a Shortcut on your Desktop
In Chrome, Go to Menu > More Tools > Add to Desktop
Enter the name e.g. “CyDesk Web”
Tick “Open as Window”
Click Add
Go to your Desktop and double click the “CyDesk Web” icon
It will open CyDesk Web in a new browser window (without your typical address bar)
In your Task bar at the bottom of screen, “Right click” on the icon in your Task bar which identifies CyDesk Web, and select “Pin this program to taskbar”. Doing this last specific step will store CyDesk Web as a permanent link on your Task Bar which you can open at any time.
You should now be able to open CyDesk Web from both the icon in your Task bar and from the shortcut icon which was loaded on to your desktop
Chrome Users: How to allow Notifications
(CyDesk is designed to use Notifications. They bring useful information to an Agent’s attention on an “as needed basis” in real time.)Open a Chrome browser
In the top-right corner, click the menu icon:
Click Settings
Make sure that Chrome is your default browser – if not then click on “Make Google Chrome the default browser”
Click Show advanced settings at the bottom
Under "Privacy," click “Content settings”
Under "Pop-ups," select “Allow all sites to show pop-up
Chrome Users: Installing the Click to dial plug-in
Navigate to the Chrome Web Store (Chrome Web Store ) and search for ‘CyTrack’ and select ‘add to Chrome’.
You will be prompted with an authorisation request to permit the extension to read content on websites you visit. This is required to recognise telephone numbers and enable the click to dial functionality.
Once installed, you will notice the extension icon within the Chrome extension bar. As a one-time configuration, provide the following information;
Desk Web URL – the URL address of the CyDesk gateway. i.e. http://mydeskwebserver.com:5000
Prompt before dialling in DeskWeb – enable this feature if you wish to be prompted to dial, alternatively the extension will dial the applicable number with a single click
Show phone icon – disabling this option will remove a ‘phone’ icon that is displayed beside the detected phone number
Block URL – enter the web URL of any specific site that you require the Desk Web dialler to not function on. Multiple URL addresses can be entered, one entry at a time.
Once the extension options have been saved and configured, you will need to log out of CyDesk Web, and log back in for the dialer to work. Phone numbers will then be underlined indicating they can be clicked and CyDesk Web will dial them, as per the below example:
Changing your Status or Logging out
You can change your public Status or logout from CyDesk with the following steps:
Click on status underneath Agent Name
Select different status or scroll down to the bottom to Click logout
How to Use the Search Functions
The Search Functions in CyDesk open endless possibilities for Users. If enabled on your Agent account in CyDesk Manager, you can search your company’s CRM and you can add those contacts into your regular Favourites lists.
In your Footer Icons, press 'Search'. If you do not see it, press 'More' to find it. Enter the search criteria in the search field and click on the “Search Icon” to commence a search.
You can search the following entities from the search page: (Note the dropdown options.)
Agents: It will display the list of Agents matching the string in search field
Use empty search string to list all AgentsExtensions: It will display the list of extensions that include the numbers searched
Use empty search string to list all ExtensionsQueues: It will display the list of all queues that matches the string regardless of being an active member of queue
Use empty search string to list all QueuesCRM Entity: It searches the entire CRM contacts for the string
The minimum search string length is configured in your CRM settings.
(The CRM an Agent searches is configured by an Administrator in CyDesk Manager)Speed Dial: It searches your list of system speed dials for the search string.
Use empty search string to list all Speed DialsPersonal Speed Dial: It searches your list of personal speed dials for the search string.
Use empty search string to list all your Personal Speed DialsGlobal: It searches all your sub categories for the search string
Use empty search string to return all items (Note: this could produce big lists)
Searching and Dialling your CRM Contacts
CyDesk allows Agents to connect with an external CRM, search a contact and then do certain actions (e.g. dial the number, send SMS or add to Favourites, etc.)
Note: The choice of CRM available to your specific Agent profile is configured centrally in CyDesk Manager.
If agent is not logged into CRM, then it will show in Alert that “CRM Login Failed”.
Click on Alert
Enter the credentials
Click Login
To dial a CRM contact:
Go to Search page (or press More then go to Search)
Select the “CRM Entity” from drop down
Enter the name
* The minimum search string length is configurable in your user profile CRM settingsClick Search button
It will display the CRM contact
To dial the contact, click on the actions menu next to the contact and select Call <number>
If it’s useful, add the CRM contact to your favourites too
Search Page Actions
After you Search for contacts using either CRM Entity, Agents or Global, etc., you can perform ‘single’ or ‘multiple’ actions on the returned list of contacts. For example,
Single Actions
An Agent can call any contact from the list or send an SMS
An Agent can add or remove a contact to/from their personal Favourites list
(Please note: Personal Favourites are unique to each User.)
Multiple Actions
You can add or remove contacts to your Favourites List in bulk.
Go to Actions then click Select All Items or select items one by one
Go to Actions then click Add to Favourites or Remove from Favourites
If adding, select the favourites group you want to place the entry/entries into
To cancel Multiple Actions, choose Cancel Select
Hover over other Agents to Identify their Call
Note: This feature is also available for Agents who are added to your Personal Favourites.
If Agents have been configured in CyDesk Manager to allow their active calls to be visible to other Agents, AND if you are configured in CyDesk Manager to be allowed to view who other Agents are in calls with, whenever you see a red circle around any Agent object, you can hover your mouse over that Agent object and the associated Call details will be displayed.
Alert Me When Available
This option is only applicable to agents with status: Logged out, On Break, and Busy. If this option is ticked for any agent, then it will prompt a message when an agent becomes available.
To select this option, click on action menu of an agent with following status:
Logged out
On Break
Busy
Tick on “Alert me when available” - the tick color will change to darker
Ticking again will remove the request and return the tick color will change to lighter
An alert is created when agent is available
Call: Agent can call the available agent on extension
Ignore: The alert is removed from the list
How to Customise your Favourites
How to Add Contacts to your Favourites Page
Your Favourites are profile based, and will be visible whenever logging into CyDesk from any device. This is useful for Agents who need to move from one workstation to another as part of their daily duties.
This page shows an example of how to quickly add favourite contacts, queues, and teams. Please note the “Add to Favourites” function exists in many locations in the software.
To add a contact to your Favourites page, (by searching), follow the steps:
Go to Search page (or press More then go to Search)
Select the type of data you’d like to Search on…. (e.g. Agent, Extension, Queue, CRM Entity, Speed Dial, Personal Speed Dial, Global)
Enter a search string if you want to limit your search and hit the Search button
Click on the actions menu button of an item you are interested in
If it is already added in Favourites, then you will see a tick highlighted next to Favourite otherwise click on Favourite
Select the group (e.g. Favourites) to add the item to
Repeat the steps from 2 to 6 for other items
Go to Favourites page and expand “Favourites”
You will see all added contacts
Creating a New Group
You can create a new group to organize your favourite items. If no group is created, then any added favourite items will show under the default group “Favourites”.
To create a group, click on Edit, then press Actions to see a list
Click New Group
Enter group name and Save
Click Done
Creating a New Speed Dial
You can create a new Personal Speed Dial for frequently used contacts and numbers not already in the system. Personal Speed Dials are visible only to you. The new Speed Dial will show under the default “Favourites”.
Click on Edit, then press Actions to see a list
Click New Speed Dial
Enter the details
Name - required
Company - optional
At least one of the following numbers
Main Phone
Home Number
Mobile Number
Other Number1
Other Number2
Click Save
Rearranging Favourite items with Drag and Drop
You can use Drag & Drop mouse movement to change the position of an entity in your Favourites page.
Click on Edit
Click and hold the mouse on the Favourite Entity then Drag to the new position and release the mouse
You will see a dotted line appear, marking the current drop position
You can Drag within the same group or to another group
You may need to first expand the group using the action beside a group name
Press Done when complete
Moving Favourite Groups Up or Down
Click on Edit
Click beside the group you wish to move
Select Move Up or Move Down
Options available depend on the existing position. The Favourites group cannot be moved
Press Done when complete
Bulk Activity – Move Items to Different Group or Remove from Favourites
To move one or more entities in your Favourites page to and from different Groups.
Click on Actions
Select one or more items with their Checkboxes or Click "Select All Items" under Actions
Use "Select None" to clear all checkboxes at once
You can select from more than one group - ensure relevant groups are expanded using the action
Click on Actions to open again if required, and select one of the following options:
Move Group: When this option is selected, it will pop up a window with list of Favourite groups - select a group to move all selected items
Remove from Favourites: Remove all selected items from Favourites
With the exception of Personal Speed Dials, removing Favourite items does not delete them permanently from the system, and you can find and add them again from Search. Removing a Personal Speed Dial is permanent
Sharing Favourites
Administrator and Supervisor level users can share Favourite items with other Agents. This is often useful for convenience or conformity, perhaps within a Team or Organisation (Note: This requires the Agent sharing their favourites have Supervisor or Administrator user level)
Click on Actions
Select one or more items with their Checkboxes or Click "Select All Items" under Actions
Use "Select None" to clear all checkboxes at once
You can select from more than one group - ensure relevant groups are expanded using the action
Click on Actions to open again if required
Press Copy to Agents
A popup window "Please Select Agents" will appear with a list of Agents
Select one or more Agents to share the selected Favoutite Items with
Selecting "Move favourites to new group with Agent name" will create a new group in the target Agents' Favourites named "Shared by Agent Name"
A popup window will ask you to choose whether to move any matching Favourites already in the target Agent's Favourites to this new group
Note: You cannot have duplicates of Favourite items so if you select yes and the target Agent already has items you are sharing, they will be forcefully moved to the new group
Press Copy
How to use Call History
Call History page provides a history of calls ordered by time or grouped by Missed Call, Outgoing Call, and Incoming Call.
Information can include:
Call History (made by you) grouped by Category
This page provides a history of calls grouped by Missed Call, Outgoing Call, and Incoming Call.
Click on Call History in the menu or press More then select Call History
Press By Date and choose By Category
You will see your Call History displayed in groups. Expand any group(s) to see the calls for that category
Press Reload to refresh this list if required
You can use the actions menu beside any call item to perform relevant actions, such as calling the number, creating a Personal Speed Dial, adding to Favourites or sending an SMS
Call History made by other Agents
Note: The ability for a given Agent to see the Call History made by other Agents is determined by your Administrator. Also, the permission for your Call History to be seen by other agents is also configured in CyDesk Manager by your Administrator.
There are two methods to view other Agent's Call History
Using Agent action
Do a Search for your other Agents or look up your Favourites, and then click on a given Agent’s action list
Click on the option "View Call History"
If required, you can refresh your Call History lists by clicking the button
From Call History
Click on Call History in the menu or press More then select Call History
Type part or all of the Agent's name into the Select Agent field
If a match is detected it will show matching entries below the field. Click one of these if convenient or continue to type the name and press Enter
If required, you can refresh your Call History lists by clicking the button
Call Handling
Agents can handle their calls in a number of ways, including Answer, Redirect, Hold and Transfer to other Agents.
When there is an incoming / outgoing call the “Active Call” screen appears and the Agent's icon will change to a red circle outline. The screen shows call information along with some controls to handle the call.
Incoming Call Screen - Call Controls and Information
Incoming Call Screen will display call related information, such as Caller ID, Queue Name, and Duration. If an agent has logged in to CRM and caller information exists in CRM, then it will also display the CRM contact name hyperlinked to their page
This screen may contain the following call controls to perform different actions:
Answer – answers the call
Hang Up – disconnects the call
Redirect – forward the call to someone else. The Dial Pad will appear and you can enter a number to redirect the call to
Recording - Begins recording. If call is recording then icon will change to with flashing text “REC”
To stop / start the recording, click the icon
Clipboard - copy the number to the clipboard
Extras - other call related actions
Edit Call Information - add notes related to this call
Set Account Code - associate an Account Code with this call
Recent Calls - list recent call activity for this number across the system i.e. other with Agents
Active Call Screen - Call Controls and Information
Active Call Screen will display call related information, such as Caller ID, Queue Name, and Duration. If an agent has logged in to CRM and caller information exists in CRM, then it will also display the CRM contact name hyperlinked to their page
This screen may contain the following call controls to perform different actions:
Hang Up – disconnects the call
Hold – hold the call
Park – park the call. You or another agent can then unpark the call from this or another extension
Transfer – transfer the call to another number. The Dial Pad will appear and you can enter a number to redirect the call to
Recording - Begins recording. If call is recording then icon will change to with flashing text “REC”
To stop / start the recording, click the icon
Clipboard - copy the number to the clipboard
Extras - other call related actions
Edit Call Information - add notes related to this call
Dial Digits - use keypad to send numbers during a call
Call Another Number - Dial Pad will appear. Enter a number then press call. This call will be put on hold while you are connected to the new call. You can then hangup and reconnect to the held call, or transfer the held call to the dialled number
Set Completion Code - Add a Completion Code to this call
Set Account Code - associate an Account Code with this call
Recent Calls - list recent call activity for this number across the system i.e. with other Agents
Pickup another Agent's Calls
When a call is incoming and still ringing to another Agent, you can pickup their call. Note: This requires you to have the Authorisation to "See Other Agent's Calls" set by the Administrator.
You must be able to see the Agent in either your Favourites or Search page
When a call is incoming for that Agent, their ocon will change to a red outline and status will show as busy
Click on the Agents item actions and select Pickup Call
The call will now be connected to you
Edit Call Information
The feature enables agents to add notes to a call and display that information as part of the call details. These notes will transfer with the call to any other agents involved in the call and in a system with CRM can be recorded to the CRM.
Click icon in the call details section
Click "Edit call information"
Add notes to the call
Another agent can see the note displayed that information in the call details section
How to Transfer Calls
Agents can transfer calls when an "Active Call" is visible in their CyDesk screen. There are two types of transfers supported in CyDesk, "Supervised" and "Unsupervised". Supervised, also known as a "Warm Transfer" gives the agent control over the transfer, while Unsupervised or "Cold Transfer" redirects the call without any further control.
Supervised Call Transfer
Go to your Favourites Page to find the destination Agent, or perform a Search
Click on the Actions Menu of the destination Agent
Select "Hold then call agent" (if the Agent has multiple contacts you may see more than one entry to choose)
Your existing call will be held and you will be in a call with this Agent
Click on Complete Transfer to successfully transfer the call
Click on Reconnect to disconnect the new call and connect with the original caller
Unsupervised Call Transfer
Go to your Favourites Page to find the destination Agent, or perform a Search
Click on the Actions Menu of the destination Agent
Select "Transfer to agent" (if the Agent has multiple contacts you may see more than one entry to choose)
The call will be transferred directly to this Agent
Unsupervised Call Transfer using Transfer Button
Press Transfer
Type in the destination number using the Dial Pad
Press Transfer
The call will be transferred directly to this number
Unhold Call
If you place a call on hold, you can press the Unhold button to resume the call.
Work with Parked Calls
If you Park a call, it will appear in your Waiting Calls screen. Parked calls may be picked up by any Agent from any extension. This is often convenient for taking a call at another extension if that extension is not logged in yet or if the Agent must logout and login at a new extension.
Select Waiting Calls in the Menu or Press More and select Waiting Calls
Select Parked Calls
Press Unhold beside the call you want to resume
The call will be reconnected to this extension
Call Conferencing
Agents can create a multi-party call with another Agent or number.
Follow the steps for Supervised Call Transfer above
Choose Conference instead of Complete Transfer or Reconnect
You will now be in a multi-party call. Any party may end the call without the other two being disconnected
Multiple Matches Found
During an Active Call, if there are multiple entries in your linked CRM for a given contact number, and if you’re successfully logged in to your CRM, CyDesk will display the list of CRM Contacts associated with that contact number. You can click on “Multiple Matches Found” and, if required, you can select one of the contacts and link that specific contact with your call. This is particularly useful if you need to transfer the call to another Agent. When you transfer the call, it will display the linked contact name on CyDesk to the other agent.
Alerts in the CyDesk client
You’ll occasionally receive an Alert notification when using CyDesk. Here are some examples of the types of Alerts you might see while using the software:
CRM Login Failed – appears right after login if the CRM is failed to login
Campaign Call / Call back – appears if there is a campaign call or call back request waiting for dial out
Message / SMS – appears if the agent has received a message from another agent or SMS
Chat Request - appears when a CyChat request has been directed to this agent
Email Request - appears when a queued email is directed to this agent
If you do receive an alert it will show the Alerts icon with red highlighting (i.e. number of alerts).
Click on alert to open the list
Unread alerts are shown in bold text
Click on View to open the page for further action
Click on ignore to remove alert from the list
Using the inbuilt Dial Pad
The Dial Pad exists in the Footer Menu. It allows you to make an outgoing call anytime, assuming you’re not already in an Active Call. You can also transfer an active call or conference in a number not in your Favourites or Search list, by using the Extra call options or manually holding the call first.
Enter the number using Dial Pad and press green call button
Once the call is initiated then an Active Call Screen will appear, with normal call controls
The Dial Pad will change to Dial Digit window (i.e. Dial Digit window does not have green call button and it is only used for sending digits after the call is connected)
Alternatively, you also can make an outside call using these following steps too:
Click on the Extra call options Menu button
Click Call Another Number
Enter the number and click green call button
It will put the current call on hold and start a new call
Waiting Calls (in Queue)
Note: As a prerequisite, the agent profile needs to be configured in CyDesk Manager with this option enabled.
This option can be accessed from More > Waiting Calls and/or it will open by default after the agent has logged in.
Mandatory Requirements
An option called “Show Queued Calls” must be turned ON in your Agent profile within CyDesk Manager.
Queued Calls - Receive
If you wish, you can choose to receive a waiting call in queue, even if your status is “Busy” or on “Break” but please note, it is a choice which isn’t forced on you.
Go to More > Waiting Calls
Go to Queued Calls
Expand the current call by clicking the down arrow next to the number
Select Receive option
Click Receive button
If there is an active call, then it will put current call on hold and connect to the new call
Queued Calls - Send to another agent
If you’re a Supervisor, you can send a call in a Queue to another Agent even if they’re already busy with a call, or “on a Break.”
Go to More > Waiting Calls
Go to Queued Calls
Expand the current call by clicking the down arrow next to the number
Select “Send to other agent” option
Click Send button
For other agent, if there is an active call then it will put current call on hold and connect to new call
My Calls – Hold / Un-Hold / Hang Up
If agent puts call on hold then it will display in My Calls tab within Waiting Calls page where he can do following actions with the call.
Hang Up - will hang up the held call
Un-Hold - will put the active call on hold and Un-hold the current call
Recent Calls (as distinct from Call History)
This page displays the information about every incoming, outgoing and missed calls associated with a specific phone number. It’s important to note that these menus can be accessed while the call is in progress AND retrospectively after the call has finished. This can be useful to find out who recently spoke to the caller you are currently talking to.
When a call is in progress, click on the icon and click on Recent Calls
It will open the "Recent Calls" page and display agent name, extension, date and time of a call for each incoming, outgoing and missed call associated with this caller id
Recent Conversations and Sending Messages
This page displays a list of conversations with other agents. Agents can send messages internally to another agent if they’re authorized to do so.
Requirements
An Agent’s profile in CyDesk Manager must enable the option to "Allow send/receive notes for anyone"
AND the target agent must be logged in to CyDesk
Action Menu
The “Send Message” option is available in an Agent’s action menu in multiple locations (e.g. Favourite, Search, Queue, and Team).
Go to a page where Agent’s action menu is available (e.g. Favourite, Search, etc.)
Click on the Action menu
Click option “Send Message”
Type a message
Click the “Send Button” or press enter
The list of conversations can be accessed from Recent Conversations page in “More” menu. Clicking on one of the row in Recent Conversation page will display the history of conversation with an Agent in separate page.
Note: The list of “recent messages” in the Recent Conversation page is volatile. It is meant primarily as an instant messenger service and it will disappear once an Agent has logged out.
SMS Functions
If an Agent is authorized to do so, an Agent can send an SMS to any other Agent’s mobile number, or to a CRM entity or to a custom number.
The Send SMS option is available in the Action menu from multiple locations (e.g. Favourite, Search, Queue, and Team) for all outbound contacts who have a mobile number set in their profile. (Please Note: Outbound contacts are not only your fellow Agents, they can exist in data sources such as a linked CRM for example.)
Requirements
An Agent’s profile in CyDesk Manager must enable the option “Allow SMS Sending” for this function to operate correctly.
How to Send an SMS
Either
Go to a page where an action menu is available (e.g. Favourite, Search, etc.)
Click on Action menu
Click option "Send SMS"
It will open Send SMS page and loads the history of SMS with this number
Type a message
Click send button or press enter
An acknowledgement message "SMS sent successfully" will display briefly
Or
Select Send SMS from the Menu or Press More then Send SMS
Type the number into the Contact Number field
Type a message
Click send button or press enter
An acknowledgement message "SMS sent successfully" will display briefly
How to Use your Message History
Your list of outbound SMS and What’s App transmissions can be accessed from the Message History page in “More” menu.
The page will display the history of incoming and outgoing SMS transmissions in descending order. Agent can expand the SMS by clicking the down arrow next to the number - it will display details of SMS.
How to Reply to a message
Go to Message History in the Menu or press More > Message History
Click on Action menu of received Message
Click on Send Message for Reply
Queues
Note: Available when CyDesk is used in conjunction with CyCX.
If an Agent is authorized to do so, an Agent or Supervisor can access Queues depending upon their rights. Agents and Supervisors can see:
Queue Statistics
Queue Actions
Queue Display Settings
Queues Statistics
An Agent can see Call, Queue, or Agent status within a Queue:
Go to More > Queues
Expand the Queue
Expand the Team (if applicable)
Following queue / call statistics are displayed:
: - Number of active calls
: - Maximum duration of a call among other active calls
: - Average duration of active queued calls
: - Maximum duration of a call today in this queue
: - Number of calls received
: - Number of abandoned calls
: - Number of logged in agents in this queue
: - Number of available agents
: - Number of agents busy
: - Number of agents on break
Queue Actions
Agent can perform following actions on Queue:
Login / Logout of Queue: - Agent will not receive a call from this queue if logged out
Call the Queue: - Agent can call the queue to talk with any available agent in this queue
Favourite: - Agent can tick “Favourite” to include this queue in Favourites list
Hold then Call the queue: - Agent can put the current call on hold and then call the queue to consult with the next available agent
Transfer the call to the queue: - Agent can transfer the current call to this queue to be allocated to the next available agent
Queue Display Settings
Agent can reset display settings of a queue:
All: - Display all queues
Mmeber: - Display only membered queues
Favourite: - Display queues which are marked as Favourite
Teams
Available when CyDesk is used in conjunction with CyCX.
This page provides an agent or supervisor access to the Teams.
Requirements
CyDesk Server must be running in Team mode.
Team Statistics
Agent can see Call, Team, or Agent status within a Team:
Go to More > Teams
Expand a Team
Following statistics are displayed:
- Number of logged in agents in this Team
- Number of available agents
- Number of agents busy
- Number of agents on break
Teams Actions
Agent can perform the following actions on Teams:
Send Message: - Agents can send a message to a team if the option “Allow send/receive notes for anyone” in Agent’s profile is enabled in CyDesk Manager
Favourite: - Agents can tick “Favourite” to include this team in their Favourites list
Team Display Settings
Agent can reset display settings of Team:
All: - Display all Teams
Member: - Display only membered Teams
Favourite: - Display Teams which are marked as Favourite
Campaign Calls
Available when CyDesk is used in conjunction with CyCX in Queue mode (CyCall).
Agents can handle campaign calls in this page.
Note: In certain circumstances it might be necessary for an Agent to avoid a Call-back and to transfer a Campaign Call to another Agent. This can be achieved by specifically selecting Transfer to Another Agent without Dialling.
If you navigate away from the Campaign screen for some reason, such as to view Favourites or perform a Search, you can return by pressing More > Campaign.
Preview Campaign Call
Call information is loaded on screen and allows agent to initiate the call manually.
Agent gets a pop up with assigned call information
Click Dial to initiate the call when call information is loaded
Edit the number to dial a different number
Select completion code without dialling, during or after the call
Click on Submit button to submit the completion code
Click Hang Up button to disconnect the call
An Agent becomes available for their next call automatically when
Current call is disconnected AND a completion code is entered
OR if an Agent enters a Completion Code without dialling (Please Note: This option must be enabled in CyDesk Manager)
Progressive Campaign Call
Call information is loaded on screen and the call is initiated automatically
If browser is not on focus (minimized or in background) then it will create pop up with call information and View button
Click View button to see the active call screen and completion code
Select completion code during or after the call and click Submit button
Click Hang Up button to disconnect the call
An Agent becomes available when a current call is disconnected AND a completion code is entered
Queue Call Back
When a queue call back request is assigned to an Agent then it will display pop up with the caller information:
Click View button to see more information
Click Play Link to play the recorded callback audio message
Edit the number to make call on different number
Click Dial to initiate the call
Select completion code before, during or after the call and click Submit button
Click Hang Up button to disconnect the call
Agent becomes available when current call is handled completely
Web Call Backs
When a web call back request is assigned to an Agent then it will display pop up with the caller information:
Click View button to see more information
Click Open Link to view the page the customer was using to submit this Web Callback
Notes field displays a message from requester
Edit the number to make call on different number
Click Dial to initiate the call
Select completion code before, during or after the call and click Submit button
Click Hang Up button to disconnect the call
Agent becomes available when current call is handled completely
When an email is assigned to an Agent, then it will create an alert in Desk Web.
Click on View in alert to display the email information or go to More > Email
The page will display email information (i.e. From, Subject, and Queue)
Email is forwarded to Agent’s email address Note: This must be configured in the Agent's profile in CyDesk Manager
Agent status will remain busy until completion code is entered
Customising CyDesk to meet your preferences
This page provides some examples on how to set up your personal profile settings. Examples of the functions you might want to use are:
Changing your Login password
Updating or removing your profile photo
Displaying and editing your personal settings
Displaying and editing your audio playback volume settings
How to Change your Login Password
Perform the following:
Go to More > Edit Profile (or click on your profile picture at top left)
It will open the Edit Profile Page
Enter Current Password or leave blank if none
Enter New Password in following two fields to confirm
Tick Show Password to display entered password
Click Change Password to update the login password
How to Update or Remove your Profile Picture
To change your profile picture, perform the following steps:
Click on the picture at the top left, or, go to More > Edit Profile
It will open your Edit Profile Page
Expand Profile Picture
Click Choose/Edit Profile Picture
Select the picture (must be in JPEG or PNG format, recommended 128x128 pixels size)
Click Update to set new profile picture
Click Remove to remove existing profile picture
How to Display and Edit your Profile Settings
There two types of display: Standard and Compact View
Standard View– Shows the Agent’s picture, status, break icon, and time on status. The status of an Agent can be identified by the coloured circle around the picture (refer to Status Colour Scheme below). Once the status of an Agent is changed then it automatically updates itself.
Status Colour Scheme:
Green – Available
Red – Busy
Yellow – Break
Grey – Offline
Blue – Wrap Up
Compact View – Shows the status, break icon, and time on status.
Description of compact view icons:
Availible Break Busy – Break Offline Busy
How to activate Compact View Settings
Agents can change the display type from compact to standard, or vice versa in Edit Profile page:
Click on picture at top left or go to More > Edit Profile
It will open the Edit Profile Page
Expand Profile Settings
Tick/Untick Compact View option
Choose the number if columns to display. CyDesk will progressively attempt to display up to this number of columns depending on the browser window width you set
Click Save Changes
It will change the view in My Favourites, Search, Queue and Teams page
How to activate Expand Multiple Panels Settings
Agents can change the display type of panels where all of them can be expanded at one time, or only one:
Click on picture at top left or go to More > Edit Profile
It will open the Edit Profile Page
Expand Profile Settings
Tick/Untick Expand Multiple Panels option
Click Save Changes
It will change the view in My Favourites, Search, Queue and Teams page
How to Hide Logged Out Agents
In a call centre with many agents, users may not wish to see logged out agents in their Favourites page:
Click on picture at top left or go to More > Edit Profile
It will open the Edit Profile Page
Expand Profile Settings
Tick/Untick “Hide Logged Out Agents” option
Click Save Changes
It will hide all logged out agents from My Favourites page if the options are ticked
How to Adjust your Volume Settings
CyDesk can generate audio alerts when required, for example, a new message from another Agent or an incoming queue call. You can set the volume in these steps:
Click on your picture at top left or go to More > Edit Profile
It will open Edit Profile Page
Expand Profile Settings
Slide the Volume bar to right to increase the volume or left to decrease it
Click Save Change
Customize menu
Agents can change the position of menu items and sort the items at footer (e.g. Dial Pad, Favourites, and Call History, etc.). This page can be accessed from More > Customise Menu.
Note: You cannot move Alerts
Moving Menu Items
To change the position of an item, agent can use the buttons Move Up and Move Down:
Select the Item
Click Move Up to move it up
Click Move Down to move it down
Click Save to apply the changes
When saved, it will display a message “Changes are Saved”
Show more Items in the Menu Footer
An Agent can increase or decrease number of menu icons in the footer by changing the width of their browser. Expanding the width will add more items and vice versa.
How to Restore Default Settings
Agents can restore default settings by clicking “Restore to Default” and then Clicking Yes.
List of Alerts and Notifications in Chrome
CyDesk creates an alert / pop up for an Agent to notify about certain events (e.g. Force Break, Email, Message, Campaign Call, etc.) when browser is minimized or not on top.
Campaign Call / Queue Call Back / Web Call Back
When campaign call is assigned to an agent then a pop up will display
Force Break
A notification and popup is displayed when agent is placed on break forcefully by supervisor
Incoming Call
When an agent receives an incoming call
Missed Call
When an agent missed a call
When an email is assigned to an Agent
Incoming Message
When an agent receives message from another agent
Calendar Break
When an agent is put on break due to scheduled appointment in calendar
Alert Me When Available
When an agent turn on “Alert Me When Available” for any offline, busy or on break agent, and the agent becomes available then it displays an alert and notification.
Using "About CyDesk" and User Guide
To verify which version of CyDesk you are using, do the following:
Go to More > About CyDesk
It will display a pop up with Version e.g. 1.0.1.38
To access the CyDesk User Guide, do the following:
Press the button in the heading area
Or
Go to More > About CyDesk
Press the button
A new window will open displaying this CyDesk User Guide
Integration with Skype for Business
If agent is busy or unavailable in the CyDesk environment it will update his/her Skype presence information to match.
Click "Go to meeting" to change your availibility
Skype presence has changed to the status "Busy"
When agent initiate a call the Skype presence changes to the status "Busy"
Integration with Outlook and Exchange Calendar System
Requirements
Exchange calendar integration configured in CyDesk Manager and set in Agent profile
About the Feature
If agent has a meeting established it in the Outlook Calender then the CyDesk will detect it and change the status presence to match
As soon as the system recognizes that the agent is on a meeting it has giving a choise to change status to "Availible"
If the agent selected 'NO', the system detects that the agent is off the meeting and it automatically returns status to "Availible"
CRM integration with CyDesk
Note: The choice of CRM available to your specific Agent profile is configured centrally in CyDesk Manager.
CRM Calls Activity
Click on caller's name from the list of calls
The CRM window pops up where you can see that call is listed in the call activity. Click on the link to see more details about the call including a link to the call record.
Click on the link to play the call recording.
CRM Call to Dial
This feature enables you to initiate a call right from the CRM. Click on the phone icon in supported CRMs
CRM settings
Click on the Agent Profile Picture to Edit Profile. Select CRM Settings and select the options within.
Re-Enter Credentials - You may need to select this if the system administrator requires you to enter the CRM credentials.
CRM search string minimum lengthThis setting enables user to set a minimum lenght of characters for performing a search of entity in the CRM. This is useful if you have a few entries in your CRM. If you have a lot of entries of course you may want to increase it that you get less hits and because you may return a lot of details on your screen.
Call Forward Profiles
This feature is only available on Panasonic PBX.
In order to configure this feature select "Device Settings" from the "More" menu items.
Select one of the profiles from drop-down list and customize it to your preferencies. We already have one configured here called "DND" (Do not disturb).
As soon as we change a Profile Name, that name become visible in the above menu.
We make them for Internal Calls. You must choose a number to forward this to. It can be an extension or your external number.
Now if we go to selection at the header we can choose "DND" (Do not disturb) and instantly see that our status has changed to "DND".
ACD Support
If your PBX is supported for ACD and it is configured with ACD groups you have simple and effective way to monitor this in CyDesk.
Here we show an example using compact view and we've added a sales group extension to our favourites. This is an ACD group that in this system includes Bruce's extension. So when a call comes in that is routed to this ACD group, all agents who have this extension visible can see there is a call on the group. The call recipient, in this example Bruce, can see immediately from the call information area that it is through the ACD group rather than directly to him. As we can see, it is displaying "Sales Group". In addition he has the usual call information such as the incoming number and CRM integrated contact name.
Twinning
This is a feature in some PBX models where you can have more than one handset or station, or device associated with your agent's extension.
Note: It needs to be enabled using feature in PBX or "Wireless XDP Parallel Mode Set / Cancel".
In this demonstration agent Alice has two handsets twined. The first one here on extension "135" is labled as "Master". And the second one is labeled "136".
To select which device is regarded by CyDesk Web as the main phone agent chooses it from the drop-down menu.
When agent receives a call, each of her twined devices rings.
When agent clicks to answer however, the selected device is still one that is used.
This is useful for having multiple devices and being able to answer or use the most convenient one.
Likewise making a call from CyDesk will use the selected device.
Transfer between devices by parking a call
While you can't use CyDesk to switch devices during a call we can transfer between them by parking a call and picking it up on another device. Click on the "Park call" in the call information section.
Select a device from drop-down menu.
Click "Waiting Calls" from "More" menu items and select "Parked Calls" from navigation menu and click "Unpark call".
Silent Monitor
This feature must be enabled in CyDesk Manager
This is a feature in CyDesk allowing supervisors to listeni to agents conversations without disturbing them. You may wish to do this for training purposes or for supporting and monitoring agents when they are handling calls.
In this example, when Alice receives a call and answers it, Bruce will see a new option in the call actions menu - "Silent Monitor". This sets up a special "listen only" call to Alice, and Bruce only has the option to "Hang Up".
Although Bruce can only listen during the call, he does have a way to communicate with Alice. If he wanted to support her within a call, he can use the CyDesk instant messaging function. And when Bruce is finished, he can hang up to end the monitoring.
While Alice remains on the call, Bruce can hang up and reuse the "Silent Monitor" feature to monitor another call. And if an Agent hangs up during monitoring, Bruce's connection is automatically hung up.
Put Agent on Break
If you have Supervisor or Administrator user level, you can change the Break status of another Agent. You can put them on a Break or make them Available.
Locate the Agent you wish to set their Break status in your Favourites or perform a Search
Click on the Agent actions
Choose Put on Break
A popup with the available Break ststuses will appear
Choose the status you want to set the Agent to. You can make them available if already on a Break
Agent status will change. They will also receive a popup notifying them
Work with Call Recording
If yor CyDesk system has call recording (CyRecord), you may have the ability to manage whether calls are recorded or not. This is configured by the Administrator in your settings.
Manage Recording
If you have been granted control, you will see a or icon in your active call screen, during the incoming call phase as well as the active call phase. The Administrator can set Recording on by default, or allow the Agent to turn it on. You can turn Recording on and off during a call (for example for privacy reasons). During recording, the REC icon will flash.
In some CyDesk systems, if AutoPCI is enabled, you may see call recording automatically stop and/or resume depending on your use of other applications e.g. Credit Card entry tools. This helps relieve the Agent of the task of stopping and starting call recording.
Playback Recorded Calls
If you have recorded calls, you will see a PLAY icon beside entries in your Call History. And if you have permission to view other Agent's call history, you can play their recorded calls.
Press Play to open up a new window with Playback buttons
You may need to login using Reporting credentials - Contact your Administrator if you need this
Press the Play icon if playback doesn't begin automatically
You can press Save to download a copy of the call recording audio file to your PC
Using Copy to Dial
When enabled an Agent can copy phone numbers to the the Windows Clipboard and CyDesk will attempt to dial them. You can enable confirmation so CyDesk will ask before dialling. These settings must be enabled in your settings by an Administrator or Supervisor.
Locate a number within another Windows application e.g. Web page
Copy to the Windows Clipboard in the usual way
Often by highlighting using mouse then right-click and select Copy, or using keyboard shortcuts such as CTRL-C
CyDesk will prompt for confirmation if the setting "Confirm before Dialling" is enabled in Agent settings
CyDesk will attempt to dial the number in the same way as if you used the Dial Pad
Configuring DeskTools
The DeskTools service works with CyDesk to support features that are not provided in Browsers. You will need Desktools for the following features:
Outlook Integration - must be configured in Agent settings
Copy to Dial - must be enabled in Agent settings
Hotkeys - must be configured in CyDesk Manager
AutoPCI - must be configured in Agent settings
Screen Recording - must be configured in Agent settings
Single Sign-On - must be configured in CyDesk Manager
CyDesk Tray Utility - to control CyDesk persistent alerts
To check if Desktools are available, choose the Edit Profile tab and if you see Download Desktools, they are not currently installed.
To Install Desktools (NOTE: you may need Administrator rights to install software on your PC):
Press Download Desktools
A popup will open with a Confirmation message
Press Download to start the downloading of the CyDeskWebUtils.msi package
It will generate the download and show the progress, followed by downloading the package to your PC/li>
The process and location of the download is browser dependent
Locate and run the CyDeskWebUtils.msi package
Follow the prompts to complete the installation
You will need to logoff CyDesk and login again to initiate the connection between CyDesk and Desktools