Service Management Help

Call Management

You can configure values for the various components of the Call Management module. Based on the configuration, the values or fields are displayed for a Call Record raised for a Tenant.

To Configure Call Management Module:

Select Admin > Basic > Infrastructure > Tenant.
On the TENANT page under the LIST section, select the Tenant Name for which you want to configure the Call Management module.

Figure: TENANT page
Note:
On the above TENANT page, Department Code, Display Name, and Description about the selected Tenant is displayed. If the Active check box is selected, it indicates that the selected Tenant is an active Tenant. The various module configured, not configured, and disabled for the Tenant is displayed on the page by the different color check marks:
- Orange indicates not configured module
- Green indicates configured module
- Grey indicates disabled module

Click CONFIGURE DETAILS on the ACTIONS panel and select CALL MANAGEMENT under MODULES section. The details about the Call Management module are displayed under the DETAILS section. For more information about the fields on the DETAILS section, see Field Description.

Type in the required details and make appropriate selections, and then click SUBMIT.

THEME SETTINGS

Figure: TENANT page: Configuring Call Management module - Theme Settings

Field Description

The following table describes the fields on the THEME SETTINGS section of TENANT page:

Field	Description
THEME SETTINGS
Theme	Select the theme that you want to apply for the Tenant. Only the themes configured on the THEME CONFIGURATION page are displayed in the Theme drop-down list.
Allow Users to Select Theme	If selected, the users can select the Theme on the MY PROFILE pop-up page that they want to apply for the Tenant. For more information about selecting a Theme on the MY PROFILE pop-up page, see Viewing/Updating Your Profile Details in SummitAI Platform.

DETAILS

Figure: TENANT page: Configuring Call Management module - Details

Field Description

The following table describes the fields under the DETAILS section ofthe TENANT page:

Field	Description
DETAILS
Call to Incident Routing	Log New Incident: By default, the Log New Incident option is selected and the Analyst is navigated to the New Incident page while converting a Call to an Incident. The Call details, such as Tenant, Caller, Call Subject, Call Description, Workgroup, and Assigned To get auto-populated on the New Incident page. The Call Attachment is not visible on the New Incident page, however, after the Incident is logged, the Attachment is available on the Incident Details page. Log New Incident for User: If the Log New Incident for User option is selected, the Analyst is navigated to the New Incident for User page while converting a Call to an Incident. Also, the Call details, such as Tenant, Caller, Medium, Call Subject, Call Description, Attachments, Workgroup, and Assigned To are auto-populated on the New Incident for User page.
Enable Change Caller Icon	If selected, the Change Caller icon is available on the Call Record page for Internal Callers. This allows the Analysts to change the Caller of a Call Record. Figure: Call Record Details page Notifications are sent to the new Caller only if there are any subsequent changes. Example: If the Caller Type or Status is changed, notifications are sent to the new Caller. Notifications are sent in the following cases: To the Assigned To user if the Workgroup is changed. To the Caller user if the Status is changed. Both Assigned To and Caller users if the Type is changed. Note: The notifications are sent only for the Internal Callers. An Internal Caller cannot be changed to an External Caller or vice-versa. The Analysts can change the External Callers using the Edit External User icon on the Call Record page. Figure: Call Record Details page: Edit External User Icon Note: The Change Caller or Edit External User icon is available only for the Enquiry Action Call Types records. It is not applicable for the Incident Action and SR Action Call Types records.

Field

Description

DETAILS

Call to Incident Routing

Log New Incident: By default, the Log New Incident option is selected and the Analyst is navigated to the New Incident page while converting a Call to an Incident. The Call details, such as Tenant, Caller, Call Subject, Call Description, Workgroup, and Assigned To get auto-populated on the New Incident page. The Call Attachment is not visible on the New Incident page, however, after the Incident is logged, the Attachment is available on the Incident Details page.
Log New Incident for User: If the Log New Incident for User option is selected, the Analyst is navigated to the New Incident for User page while converting a Call to an Incident. Also, the Call details, such as Tenant, Caller, Medium, Call Subject, Call Description, Attachments, Workgroup, and Assigned To are auto-populated on the New Incident for User page.

Enable Change Caller Icon

If selected, the Change Caller icon is available on the Call Record page for Internal Callers. This allows the Analysts to change the Caller of a Call Record.

Call Record Details page
Figure: Call Record Details page

Notifications are sent to the new Caller only if there are any subsequent changes. Example: If the Caller Type or Status is changed, notifications are sent to the new Caller. Notifications are sent in the following cases:

To the Assigned To user if the Workgroup is changed.
To the Caller user if the Status is changed.
Both Assigned To and Caller users if the Type is changed.

Note:

The notifications are sent only for the Internal Callers.
An Internal Caller cannot be changed to an External Caller or vice-versa.

The Analysts can change the External Callers using the Edit External User icon on the Call Record page.

Figure: Call Record Details page: Edit External User Icon

Note: The Change Caller or Edit External User icon is available only for the Enquiry Action Call Types records. It is not applicable for the Incident Action and SR Action Call Types records.

ACTIONS

This section explains all the icons on the ACTIONS panel of the TENANT page.

SHOW LIST

Click SHOW LIST to display the LIST table showing all the configured Tenants.

Figure: TENANT page: List of Tenants

To update a Tenant detail, click the configured Tenant Name. Make appropriate changes and click SUBMIT.
To display the inactive Tenants, click the Include Inactive check box.

Note:

When the list Tenants is displayed under the LIST table, the ADD NEW and TENANT LABEL DISPLAY actions are displayed on the ACTIONS panel.

Click ADD NEW to configure a new Tenant.
Using the TENANT LABEL DISPLAY action, you can configure a name for Tenant label. Type in the name for the Tenant label in the Tenant Label Display text box. Click SUBMIT to save the changes.

SHOW TENANT

Click SHOW TENANT to view the details of the selected Tenant.

Service Management Help

To Configure Call Management Module:

ACTIONS

Release Notes | Installation Guide | Other Documents