System and method of a customer management system
A system and method are disclosed for an interface system comprising a communication device and a system administrator, the system administrator is configured to initiate a setup process, receive an identification number, receive user information, and in response to the setup process, associate the identification number with the user information.
1. A system, comprising:
a communication device assigned to a call group; and
a computer comprising a processor and memory, the computer coupled with a database and configured to:
receive user profile information by a user interface, the user profile information identifying a user and comprising a user telephone number and a user location;
in response to selecting an option, send a welcome email with login details;
access a wizard by the user interface, the wizard comprising one or more subwizards;
display a first location information subwizard in an expanded state;
receive, by a first input to the first location information subwizard, an outgoing telephone number and a location name associated with a location;
monitor the first input for a first expansion condition;
expand a second administrators subwizard in response to detecting the first expansion condition;
receive, by a second input to the second administrators subwizard, a configuration of location information associated with one or more administrators associated with the location;
monitor the second input for a second expansion condition;
expand a third location features subwizard in response to detecting the second expansion condition;
receive, by a third input to the third location features subwizard, selection of one or more location configuration features; and
access a my accounts wizard by the user interface, the my accounts wizard permitting updating payment details, viewing call history and invoices and assigning licenses.
2. The system of claim 1 , wherein the computer is further configured to:
display a first configuration and settings subwizard of one or more configuration and settings subwizards in an expanded state, the first configuration and settings subwizard comprising a set of configuration options different than a second configuration and settings subwizard of the one or more configuration and settings subwizards;
monitor an input for a collapse condition of the first configuration and settings subwizard; and
automatically collapse the first configuration and settings subwizard and expand the second configuration and settings subwizard in response to detecting a collapse condition for the first configuration and settings subwizard.
3. The system of claim 1 , wherein the computer is further configured to:
assign location information to a call center profile using a create call center wizard by:
displaying a create call center profile subwizard in an expanded state;
receiving, by an input to the create call center profile subwizard, an assignment of location information to the call center profile;
after receiving the assignment of the location information to the call center profile, monitoring the input for a collapse condition; and
collapsing automatically the create call center profile subwizard in response to detecting the collapse condition.
4. The system of claim 1 , wherein the computer is further configured to:
receive a call center profile; and
route the incoming call to an agent of one or more agents with a particular skill-level.
5. The system of claim 4 , wherein the call center profile comprises one or more of:
a call center name;
a call center caller ID;
a call center telephone number;
a call center extension;
a call distribution policy;
a queue length;
an agent state;
a wait time;
a maximum automatic call distributor wrap-up time;
a ring pattern; and
a forced delivered call ring pattern.
6. The system of claim 1 , wherein the computer is further configured to:
receive a call center schedule, the call center schedule comprising one or more open time periods; and
route the incoming call to an agent of one or more agents only in response to receiving an incoming call during the one or more open time periods.
7. A computer-implemented method, comprising:
receiving user profile information by a user interface, the user profile information identifying a user and comprising a user telephone number and a user location;
in response to selecting an option, sending a welcome email with login details;
accessing a wizard by the user interface, the wizard comprising one or more subwizards;
displaying a first location information subwizard in an expanded state;
receiving, by a first input to the first location information subwizard, an outgoing telephone number and a location name associated with a location;
monitoring the first input for a first expansion condition;
expanding a second administrators subwizard in response to detecting the first expansion condition;
receiving, by a second input to the second administrators subwizard, a configuration of location information associated with one or more administrators associated with the location;
monitoring the second input for a second expansion condition;
expanding a third location features subwizard in response to detecting the second expansion condition;
receiving, by a third input to the third location features subwizard, selection of one or more location configuration features; and
accessing a my accounts wizard by the user interface, the my accounts wizard permitting updating payment details, viewing call history and invoices and assigning licenses.
8. The computer-implemented method of claim 7 , further comprising:
displaying a first configuration and settings subwizard of one or more configuration and settings subwizards in an expanded state, the first configuration and settings subwizard comprising a set of configuration options different than a second configuration and settings subwizard of the one or more configuration and settings subwizards;
monitoring an input for a collapse condition of the first configuration and settings subwizard; and
automatically collapsing the first configuration and settings subwizard and expand the second configuration and settings subwizard in response to detecting a collapse condition for the first configuration and settings subwizard.
9. The computer-implemented method of claim 7 , further comprising:
displaying a create call center profile subwizard in an expanded state;
receiving, by an input to the create call center profile subwizard, an assignment of location information to a call center profile;
after receiving the assignment of the location information to the call center profile, monitoring the input for a collapse condition; and
collapsing automatically the create call center profile subwizard in response to detecting the collapse condition.
10. The computer-implemented method of claim 7 , further comprising:
receiving a call center profile; and
routing the incoming call to an agent of one or more agents with a particular skill-level.
11. The computer-implemented method of claim 10 , wherein the call center profile comprises one or more of:
a call center name;
a call center caller ID;
a call center telephone number;
a call center extension;
a call distribution policy;
a queue length;
an agent state;
a wait time;
a maximum automatic call distributor wrap-up time;
a ring pattern; and
a forced delivered call ring pattern.
12. The computer-implemented method of claim 7 , further comprising:
receiving a call center schedule, the call center schedule comprising one or more open time periods; and
routing the incoming call to an agent of one or more agents only in response to receiving an incoming call during the one or more open time periods.
13. A non-transitory computer-readable medium embodied with software, the software when executed:
receives user profile information by a user interface, the user profile information identifying a user and comprising a user telephone number and a user location;
in response to selecting an option, sends a welcome email with login details;
accesses a wizard by the user interface, the wizard comprising one or more subwizards;
displays a first location information subwizard in an expanded state;
receives, by a first input to the first location information subwizard, an outgoing telephone number and a location name associated with a location;
monitors the first input for a first expansion condition;
expands a second administrators subwizard in response to detecting the first expansion condition;
receives, by a second input to the second administrators subwizard, a configuration of location information associated with one or more administrators associated with the location;
monitors the second input for a second expansion condition;
expands a third location features subwizard in response to detecting the second expansion condition;
receives, by a third input to the third location features subwizard, selection of one or more location configuration features; and
accesses a my accounts wizard by the user interface, the my accounts wizard permitting updating payment details, viewing call history and invoices and assigning licenses.
14. The non-transitory computer-readable medium of claim 13 , wherein the software when executed further:
displays a first configuration and settings subwizard of one or more configuration and settings subwizards in an expanded state, the first configuration and settings subwizard comprising a set of configuration options different than a second configuration and settings subwizard of the one or more configuration and settings subwizards;
monitors an input for a collapse condition of the first configuration and settings subwizard; and
automatically collapses the first configuration and settings subwizard and expand the second configuration and settings subwizard in response to detecting a collapse condition for the first configuration and settings subwizard.
15. The non-transitory computer-readable medium of claim 13 , wherein the software when executed further:
displays a create call center profile subwizard in an expanded state;
receives, by an input to the create call center profile subwizard, an assignment of location information to a call center profile;
after receiving the assignment of the location information to the call center profile, monitors the input for a collapse condition; and
automatically collapses the create call center profile subwizard in response to detecting the collapse condition.
16. The non-transitory computer-readable medium of claim 13 , wherein the software when executed further:
receives a call center profile; and
routes the incoming call to an agent of one or more agents with a particular skill-level.
17. The non-transitory computer-readable medium of claim 13 , wherein the software when executed further:
receives a call center schedule, the call center schedule comprising one or more open time periods; and
routes the incoming call to an agent of one or more agents only in response to receiving an incoming call during the one or more open time periods.