QUEUEMETRICS USER MANUAL

Loway

Revision History
Revision $Revision: 1.10 $ - covers QueueMetrics 1.6.1.0$Date: 2010/06/30 15:53:40 $L

Table of Contents

1. What is QueueMetrics?
2. Installing QueueMetrics
2.1. Prerequisites: Server
2.2. Prerequisites: Client
2.3. Where to install
2.4. Installing in practice
2.5. Updating from a previous version of QueueMetrics
2.6. Installing a licence key
2.7. Setting session timeout
2.8. Understanding basic security mechanisms
2.9. Understanding QueueMetrics memory requirements
2.10. Understanding QueueMetrics disk I/O requirements
3. Logging on to QueueMetrics
3.1. License information
4. Running a report
4.1. Quick activity reports
4.2. Agent report
4.3. Custom reports
4.4. Understanding results: Common header
4.5. Exporting data from reports
4.6. Understanding results: Answered calls
4.7. Understanding results: Unanswered calls
4.8. Understanding results: Area code report
4.9. Understanding results: Inbound ACD call attempts
4.10. Understanding results: Call distribution
4.11. Understanding results: Agent activity
4.12. Understanding results: Call outcomes
5. Showing call details
5.1. Detail of answered calls
5.2. Listening to answered calls
5.3. Detail of unanswered calls
6. Report Details
6.1. Historical reports
7. The real-time status panel
7.1. Top status panel
7.2. Calls being processed
7.3. Agents currently logged in
7.4. Using Locations
7.5. Unattended call and VNC monitoring
7.6. The real-time live page
7.7. The top panel
7.8. Calls being processed
7.9. Agents currently logged in
7.10. Server status
7.11. Enabling the real-time live page
7.12. Help! My Real-time and Live pages display different results!
8. The real-time agent page
8.1. Using the agent’s page to control advanced features
8.2. Real time agent’s page customizable buttons
9. The Agent Awareness subsystem (AGAW)
9.1. The AGAW architecture
9.2. Agents: the AGAW client
9.3. Supervisors: accessing AGAW statistics
9.4. Administrators: monitoring the AGAW system
10. Quality Assessment in QueueMetrics
10.1. Enabling QA monitoring
10.2. Understanding Quality Assessment
10.3. Grading calls
10.4. Running QA reports
11. Payroll data in QueueMetrics
11.1. How it works
11.2. Payroll web pages
11.3. Editing the system queue_log file
11.4. The editing log
12. Multi-stint calls
12.1. Limitations and side-effects
12.2. Multi-stint calls in QueueMetrics
13. The visitor’s page
13.1. Setting up VISITORS in a real life scenario
14. Using Supervisors
15. Automating statistics download: the ROBOT profile
15.1. Setting up a self-service wallboard
16. Storing queue data on MySQL
16.1. Who should use MySQL storage?
16.2. Understanding MySQL storage
16.3. Uploading data to MySQL
16.4. Loading data in QueueMetrics
16.5. Checking MySQL database status
16.6. Optimizing the queue_log table
16.7. Using Asterisk Realtime QueueLog subsystem
17. Monitoring clusters with QueueMetrics
17.1. Setting up a cluster
17.2. Setting up the members of the cluster
17.3. Setting up QueueMetrics to access the cluster
17.4. Using the Agent’s page with a clustered environment
18. Editing QueueMetrics settings
18.1. Configuring users
18.2. Editing user classes
18.3. Configuring queues
18.4. Configuring agents
18.5. Configuring locations
18.6. Configuring call outcomes
18.7. Configuring pause codes
18.8. Configuring QA forms
18.9. Configuring reports
18.10. QueueMetrics configuration wizard
18.11. Unattended QueueMetrics configuration and update
18.12. Configuring system preferences
18.13. Installing the AGAW runner
19. Listening to calls using Pluggable Modules (PM)
19.1. PMs to match Recorded Calls
19.2. PMs to match Live Calls
20. Configuring Asterisk for QueueMetrics
20.1. Configuring queues to report exit status
20.2. Configuring URLs to be launched by the agent real-time page
20.3. Listening to recorded calls using QM
20.4. Using AddQueueMember for dynamic agents
20.5. Defining outbound queues (campaigns)
20.6. Enabling ACD call attempts recording on Asterisk 1.0 and 1.2
20.7. Enabling ACD call attempts recording on Asterisk 1.4
20.8. Listening to live calls: Unattended Call Monitoring
20.9. Enabling VNC Monitoring
20.10. Enabling Agent’s page actions
20.11. Enabling XML-RPC call listening and streaming
20.12. Enabling call outcomes
20.13. Enabling pause codes
20.14. Closing ongoing calls
20.15. Tracking DNIS and IVR information
20.16. Enabling Hotdesking in the agent page
21. For more information…
A. Default users
B. Security keys
C. The [queuemetrics] context
D. System preferences
E. Icons used by QueueMetrics
F. Glossary

1. What is QueueMetrics?

QueueMetrics is a versatile call center monitoring system dedicated to call centres based on the Asterisk PBX.

QueueMetrics lets you…

  • Run reports on call center activity, divided by queue and filtered by agent and time period, that show what happened (e.g. taken calls, lost calls, agents logging on and off…) during the specified period. Such reports can be run while Asterisk is running, so that you have no delay in seeing what’s going on.
  • See the details of call center activity, like each single call that was handled or lost, and listen to it through your web browser.
  • Have a single real-time panel showing call center activity; you’ll see calls being processed by queues and agent activity in the very moment it’s happening. You will be able to listen to your agents’ calls as they are being made, and optionally see their screen through a VNC application.
  • Give your agents a web-based interface panel that lets them see their own calls while they’re being handled and optionally launch an external web-app (like a third party CRM module) as the calls come in; they also can use it to log-on to Asterisk, log off and pause/unpause themselves.
  • Give agents a Mozilla-based system-awareness application, to see in real-time how their performance compares to the queue’s
  • Allow external users, like your clients if you are an outsourcer or the QA dept if you run an in-house call center, monitor your call center in real-time and see a stripped-down version of the current statistics.
  • Allows tracking of call completion statuses and pause codes, so you can run statistics on the result of your CC activity and on the time used by your agents, keeping track of their ACD and non-ACD time.
  • Allows grading of ongoing and historical calls by a QA team, and will produce QA reports by agent on an user-selectable number of metrics.

To meet these goals, QueueMetrics processes a file called queue_log, i.e. the log file where Asterisk writes signalling events on call queues. QueueMetrics is preconfigured with the standard Asterisk installation paths so it will work out-of-the-box for most installations.

QueueMetrics is meant to be highly customizable; you can alter much of its behaviour to fine-tune it to your own needs (and display your company’s - or your client’s - logo….).

QueueMetrics is an intranet application as is designed to be used through a web browser. There is no software to install on the client machines. You can access it from anywhere, as long as you have the correct credentials.

QueueMetrics is meant to be free for smaller installations, that is up to two agents, covering most SOHO’s and passionate Asterisk hackers. Larger installation can buy a licence based on the call centre size; our clients testify that the extra insight and control on your operation that QueueMetrics makes possible is well worth its price tag!