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Express

Unified Contact Center Express -


11.6 Release

Technical Sales Presentation


September 2017
Cisco Customer Collaboration Platforms
Target Size As a Service On Premise

Cisco Unified
Large Contact Center
Contact Center Cisco Hosted Enterprise (CCE)
Collaboration Cisco
Solution for Packaged
Contact Center CCE
Small Cisco Unified
(HCS for CC) Contact Center
Contact Center
Express (CCX)

Cisco Spark Care


Team

© 2016 Cisco and/or its affiliates. All rights reserved. Cisco Confidential 2
The Contact Center Express Journey
Jul 2013 Jul 2014 Dec 2014 Sep 2015 Sep 2016 Aug 2017

10.0 10.5 10.6 11.0 11.5 11.6

Finesse Email
Live Data Single Sign On
for Finesse
Extend & Connect CUIC UX Refresh
Chrome
Office 365
State Management
Gmail Support
Multisession Web Chat Context Service Email & Chat enhancements
Predictive & Progressive Stand-alone CUIC Redundancy Improvements
Outbound, IPv6, E.164 Finesse IPPA Configuration enhancements
© 2016 Cisco and/or its affiliates. All rights reserved. Cisco Confidential 3
CAD
CCX 11.6 - Key Themes

Robust,
Flexible Secure Serviceable Experience

Desktop Reporting & Monitoring

© 2016 Cisco and/or its affiliates. All rights reserved. Cisco Confidential 4
CCX 11.6 Enhancements Summary NEW

Agent Experience Supervisor Experience Admin Experience

State management
Voice interactions Monitoring Infrastructure
Email Configuration
Reporting
Web chat
Operation

© 2016 Cisco and/or its affiliates. All rights reserved. Cisco Confidential 5
NEW

CCX – Core System Improvements with 11.6

• Finesse failover enhancements


• SocialMiner on BE6000
• Proxy and Header support for REST API
• Automatic import of outbound contacts
• Ability to access Not Ready reason codes from script

© 2016 Cisco and/or its affiliates. All rights reserved. Cisco Confidential 6
Agenda

Robust and Proven

All In One Solution

Easy To Use

Easy To Deploy

© 2016 Cisco and/or its affiliates. All rights reserved. Cisco Confidential 7
Agenda

Robust and Proven

All In One Solution

Easy To Use

Easy To Deploy

© 2016 Cisco and/or its affiliates. All rights reserved. Cisco Confidential 8
Complete Offer with Unified CCX 11.6
Omnichannel User Experience Extend Value

 Blended Outbound  Simple to Deploy  APIs


 Multi-session Web Chat  Improved Reporting  Context Service
User Interface
 Agent E-mail with Finesse  CRM Connectors
 Single Sign-On
 Video with Remote Expert  Quality Management
 Workforce Management
 IPv6 (All except
© 2016 Cisco and/or its affiliates. All rights reserved. Cisco Confidential 9
SocialMiner)
Innovation in Customer Collaboration
Common Components

Recording OmniChannel
Blended Voice-Chat-Email

Cisco
Workforce Context
Optimization
Service
Customer
Journeys
Finesse® CUIC
Customizable Agent Cockpit Web 2.0 Reporting

© 2016 Cisco and/or its affiliates. All rights reserved. Cisco Confidential 10
Robust Solution Design High-Availability Deployment
PSTN
PRI/SIP PRI/SIP
Voice GW Voice GW
VXML VXML
HTTP
S
UCCX DMZ UCCX
HTTP
UCCX Engine Firewall S UCCX Engine
HTTPS
CUIC CUIC
SOCIALMINER HTTPS

Finesse Finesse
XMPP
Internet XMPP/HTTPS

Chat & Email


HTTPS
Firewall Chat & Email
JTAPI
JTAPI
ICCS ICCS

HTTPS SIP
SIP
CUCM Cluster CUCM Cluster
Supervisors
Agents
SIP

Cisco
MEDIASENSE
Workforce
Optimization
• Latency must be 80ms round-trip between CCX nodes and 300ms • Finesse, is co-resident with CCX so if the active server goes down,
between CCX and remote agents. agent sessions will connect to the other node given that Finesse is in
• Cisco Workforce Optimization can be deployed for call and desktop service there
recording, playback, and contact grading. • SocialMiner, required component for chat/email, is a single node, even
• Intelligence Center is co-resident with CCX, so any of the two in high-availability deployments in which case it is configured to
nodes in high-availability mode can handle reporting connections communicate with both CCX nodes. When a new contact arrives at
SocialMiner, both CCX nodes are notified. Chat/Email will be
© 2016 Cisco and/or its affiliates. All rights reserved. Cisco Confidential 11
unavailable if the SocialMiner is down.
Virtualization Support UCS 3rd-party Spec-
Based

• Providing choice in virtualized server models and hardware


configuration
• vMotion is supported when UCCX VMs are installed on shared storage
(SAN)
• vMotion is not supported for real-time load-balancing of UCCX VMs

• Hypervisor ESXi 5.0 U1, 5.1, 5.5, 6.0 (with VMV9) and 6.5 are
supported
• Hyperflex is supported

• Boot from SAN is supported

• Three OVA profiles are available for easy deployment

© 2016 Cisco and/or its affiliates. All rights reserved. Cisco Confidential 12
Infrastructure Support
Desktop

Browser Support

Chrome

Email Firefox

IE
2016
2013
2010
© 2016 Cisco and/or its affiliates. All rights reserved. Cisco Confidential 13
REST APIs
• Provisioning
o Call Control Group, Grammar, Prompt and
Documents, Trigger

• Configuration
o Agents, Skills, CSQs, Resource Groups, Teams

• Outbound Campaign Management


o Get, Create, Modify, Delete
o Import Contacts

• Finesse Desktop APIs

• SocialMiner web chat and search

• Interaction with 3rd party services


© 2016 Cisco and/or its affiliates. All rights reserved. Cisco Confidential 14
Development Partner Integrations
• All Cisco Partners are encouraged to build integrations to Finesse
• Current Strategy
o If a partner builds something, Cisco helps publicize it
o Cisco doesn’t certify or endorse any particular partner product
• Integrations are not sold directly from Cisco

© 2016 Cisco and/or its affiliates. All rights reserved. Cisco Confidential 15
CRM Connectors
• Web-based gadget for agent state and call control
• 100% browser-based (no client-side installation)
• Integration to CCX via Finesse Services REST API
• Flexible screen pops with customer and interaction
history
• Salesforce.com (IPCX-BS-SF-VAGT-1Y)
o Sales Cloud and Service Cloud
o Salesforce.com Console
• Microsoft Dynamics (IPCX-BS-MSD-VAGT*)
o CRM 2011 and 2013 Online/On-Prem (web client
only)
• Installation, maintenance service to be purchased from
Bucher and Suter

© 2016 Cisco and/or its affiliates. All rights reserved. Cisco Confidential 16
NEW

Deployment Infrastructure Enhancements in 11.6


New for 11.6 shown in red text below

Proxy and Header Support


for REST APIs

Email: Gmail, Office365, Exchange

VMware ESXi 6.5, HyperFlex

Proxy Support for Office 365, Gmail, SocialMiner on BE6000


TLS 1.2
Context Service
IdP for SSO
ADFS, F5, Ping, OpenAM, Shibboleth
© 2016 Cisco and/or its affiliates. All rights reserved. Cisco Confidential 17
Agenda

Robust and Proven

All In One Solution

Easy To Use

Easy To Deploy

© 2016 Cisco and/or its affiliates. All rights reserved. Cisco Confidential 18
Connected Digital Experience spans the Customer Lifecycle
Repurchase Interest (Contact Center)

Cisco
Sentiment Connected Acquisition (Contact Center)
Digital
Experience

Retention Exceptions (Contact Center)

Contact Center is just one step in the Customer Journey


Connected journeys are driving the next wave of innovation ...
© 2016 Cisco and/or its affiliates. All rights reserved. Cisco Confidential 19
Cisco Unified Contact Center Context
Service

Outbound
Voice

Ecosystem Advanced Inbound


Partners Solutions Voice

Cisco Unified
Contact Center
Social
Video
Media
Agent

Chat Email

© 2016 Cisco and/or its affiliates. All rights reserved. Cisco Confidential 20
All In One Solution
Agent Desktop Application Cisco Finesse

Workforce
Options Quality Management
Management
High Availability ASR/TTS*

Voice, Video Web Chat, Email API Context Service


UCCX Social Media Outbound
IVR Reporting

3rd-Party Spec-Based
Business Edition 6000
Applications Platform Unified Computing System Business Edition 7000

Apps enabled with CC


All in One Solution open new doors for
Robust and Proven BE6K/7K
Easy to Use
Easy to Deploy * S+
© 2016 Cisco and/or its affiliates. All rights reserved. Cisco Confidential 21
Unified Contact Center Express 11.6
Chat Social

Email
Video

Workforce
Voice Optimization

Finesse Reporting
Context
Service

Recording
API

Virtualized Ecosystem
© 2016 Cisco and/or its affiliates. All rights reserved. Cisco Confidential 22
Finesse

© 2016 Cisco and/or its affiliates. All rights reserved. Cisco Confidential 23
Experience Centric - Finesse Integrated Desktop

© 2016 Cisco and/or its affiliates. All rights reserved. Cisco Confidential 24
Cisco Finesse
Revolutionizing the Contact Center Agent Experience

• Browser-based agent desktop for


easy management & upgrades
• Designed to empower agents via
user-centered design product
• Flexible and Expandable – Finesse is
a web gadget container
• All applications that agents need (Cisco
or 3rd party) contained within Finesse
• Administrators define agent and
supervisor layouts
• Developer Friendly Web API

© 2016 Cisco and/or its affiliates. All rights reserved. Cisco Confidential 25
Finesse API Functionality
Agent
• Agent State
• Answer / End
• Hold / Retrieve
• Conference / Transfer / Single-Step Transfer
• Outbound Option

Supervisor
• UCM Silent Monitoring
• Barge / Intercept / Change Agent State
• Queue and Agent State Statistics
Administration
• Reason & Wrap Codes
• Call Control Layouts
• Phonebooks
• Gadget Layouts
• Workflows & Workflow Actions
• Team Resource Management © 2016 Cisco and/or its affiliates. All rights reserved. Cisco Confidential 26
Finesse Agent Features
• Inbound/Outbound Voice/Video
• Email/Chat
• Customize:
o Screen layout
o Phonebook
o Wrap-up Codes
• Live Data Gadgets
• Automatic Redirection Upon Failover
• Accessibility
• IP Phone Agent
• Multiple Call Variable Layouts
• Email Discard Option
• Wrap-up Codes (1,500 max.)
• Phonebooks (300 max.)
• Contacts (50,000 max.)
• Context Service integration
• Toaster Notifications for chat, email and voice
© 2016 Cisco and/or its affiliates. All rights reserved. Cisco Confidential 27
Finesse Agent Features Custom screen layout
Contacts
Reason Codes Consult Call

End Call

Phonebooks

© 2016 Cisco and/or its affiliates. All rights reserved. Cisco Confidential 28
Email/Chat State
Finesse Agent Features
Call variables Conference/Hold Transfer Call Wrap-up Codes
NEW

NEW

Make a Call
Using Your
Call History

Recent Call
History

NEW

© 2016 Cisco and/or its affiliates. All rights reserved. Cisco Confidential 29
Finesse Agent Features: Direct Preview Outbound
• Agents are put in “Reserved (Outbound)” State
• A reservation call lets the Agent decide how to respond to the contact

• When the Agent accepts the contact, the outbound call is made

© 2016 Cisco and/or its affiliates. All rights reserved. Cisco Confidential 30
Supported Wrap-up Codes and Phonebook entries
Wrap-up codes Phonebook entries
Max # of Global Codes 100 Max # of Global Phonebooks 10

Max # of Team Phonebooks 300


Max # of Team Codes 1500
Max # of contacts across all 50,000
phonebooks
Max # Codes per Team 100
Max # of contacts per call control gadget 1500

Not Ready Reason codes Sign out Reason codes


Max # 200 Max # 200

Max # of Global Codes 100 Max # of Global Codes 100

Max # of Team Codes 100 Max # of Team Codes 100

© 2016 Cisco and/or its affiliates. All rights reserved. Cisco Confidential 31
Multiple Call Variable Layouts
• Administrators define multiple call
variable layouts
• Administrators decide which layout
to display to the agent
• No changes to routing scripts during
CAD migration to Finesse

© 2016 Cisco and/or its affiliates. All rights reserved. Cisco Confidential 32
Cisco Finesse Workflows
Customers require a way of triggering screen pops or passing data to other
applications without custom development
Finesse supports the ability to do a browser screen pop or call a REST API on
Finesse or a 3rd party application

Evaluate A resulting
Define events conditions to workflow
that trigger the see if workflow
workflow applies to this action is
customer or agent performed

© 2016 Cisco and/or its affiliates. All rights reserved. Cisco Confidential 33
Accessibility

• Agent Accessibility
• Adherence with Web Content
Accessibility 2.0 Level A
Guidelines

http://www.w3.org/TR/WCAG20/

© 2016 Cisco and/or its affiliates. All rights reserved. Cisco Confidential 34
Finesse Features: Make call from Ready state NEW

• Make call from Ready state

Call from Ready State

© 2016 Cisco and/or its affiliates. All rights reserved. Cisco Confidential 35
Finesse Features : Direct Transfer NEW

• Direct Transfer

Direct Transfer

© 2016 Cisco and/or its affiliates. All rights reserved. Cisco Confidential 36
NEW

Finesse Features : Agent State changes

State change based on non-ACD line busy

Display System Generated Not Ready Reason

© 2016 Cisco and/or its affiliates. All rights reserved. Cisco Confidential 37
Agent Call History and State History
NEW

Click to Call

Recent Calls

Recent States

Reason Label

© 2016 Cisco and/or its affiliates. All rights reserved. Cisco Confidential 38
NEW

Finesse Features: Queue details in call variable layout

Queue Name

Queue Number

• Configure Queue details in call variable layout and workflow (Admin)

• View Queue info in call variable layout (Agent)

• View Queue info in screen-pop (Agent)


© 2016 Cisco and/or its affiliates. All rights reserved. Cisco Confidential 39
NEW

CCX Supervisor Enhancements

Monitoring Reporting

• Monitor Manual outbound calls on ACD line • Reason Code labels


• Team Performance Gadget enhancement • Agent call and state history gadget
• View only logged-in agents • Supervisor Level Reporting
• Multichannel Reporting (historical)

© 2016 Cisco and/or its affiliates. All rights reserved. Cisco Confidential 40
NEW

Monitoring ACD and non-ACD Calls

ACD call

Start Monitoring

Outbound call on ACD line

Start Monitoring
© 2016 Cisco and/or its affiliates. All rights reserved. Cisco Confidential 41
Finesse Supervisor Features NEW

Change Agent State Option to include logged out agents

Agent
Agent Call
Selected History

Agent State
History

© 2016 Cisco and/or its affiliates. All rights reserved. Cisco Confidential 42
Cisco Finesse IP Phone Agent
• Agent State
• Ready
• Not-Ready Reasons
• Wrap-Up Reasons
• Caller Data

• Supervisor Controls only with ENH/PRE license

© 2016 Cisco and/or its affiliates. All rights reserved. Cisco Confidential 43
NEW

Cisco Finesse IP Phone Agent


Queue Statistics

Queue Statistics

© 2016 Cisco and/or its affiliates. All rights reserved. Cisco Confidential 44
Migrating from CAD to Finesse
CAD (Cisco Agent Desktop) and Finesse - Mixed Mode

Data Migration https://developer.cisco.com/site/finesse/downloads/cad-to-finesse/index.gsp

Flash Cutover
Email & Chat

Migrate in Teams
Voice Agents

No mixed teams

© 2016 Cisco and/or its affiliates. All rights reserved. Cisco Confidential 45
CAD End-Of-Life
• End of Life for CCX 9 and CAD in CCX 10.x
• Unified CCX 10.6 is the last release of CAD
Migration tool 
https://developer.cisco.com/site/finesse/docs/#cad-to-finesse-migration-tool

16 Jan 2015 15 July 2016 31 July 2018


EoL announcement End of SW Maintenance End of Support
© 2016 Cisco and/or its affiliates. All rights reserved. Cisco Confidential 46
Finesse 11.6: Browser and OS Compatibility
Operating System Supported Browsers
Windows 7 Chrome 48 and higher
Windows 10 Internet Explorer 11 NATIVE
Firefox ESR 45 and higher ESR’s

Mac OS Firefox ESR 45 and higher ESR’s

© 2016 Cisco and/or its affiliates. All rights reserved. Cisco Confidential 47
Silent Monitoring
Unified CM-Based

• If the agent is in TALKING state, the supervisor clicks


• Supervisor has to be in NOT READY state
• The silent monitoring call (incoming voice only) is
established automatically between the supervisor and
agent phones and the mixed media is sent to the
supervisor phone.
• Option to choose Hold or Barge-In and then drop
participant (Intercept)
• Single concurrent monitoring session at any given time
• The Built-in Bridge (BIB) capability is required on the
monitored device for Silent Monitoring.
• In reporting, silent monitoring calls are reported as
regular calls.

© 2016 Cisco and/or its affiliates. All rights reserved. Cisco Confidential 48
Remote Agent Over PSTN
Extend and Connect
• Extend and Connect feature is configured for agents
Unified CM
and supervisors on third-party remote devices to
accept inbound and outbound calls
• Extend and Connect works with Jabber for Windows CTI
in Extended mode and the new CTI Remote Device
enables applications to have limited call control
capabilities Cisco 9971 Device
Jabber/3rd-Party Enterprise DN: 3000 CTI Remote Device
• Silent monitoring or remote monitoring on Home client Enterprise DN: 3000
Remote Destination DN (DVO): 4155551212 (Home)
Agents using Extend and Connect is not supported
Office Phone (SJ)
Remote Destination DN (DVO): 9197771313 (PBX)
3000

• Extend and Connect feature is available with


PSTN
Enhanced or Premium license
• As Home agent Cisco User
Home Phone (SF)
4155551212

o Accept, transfer, conference, disconnect


o Persistent connection & Call-by-call support 3rd Party PBX
(RTP)

PBX Phone (RTP)
Limited supervisor functionality 9197771313

o Recording will be supported with Gateway forking

© 2016 Cisco and/or its affiliates. All rights reserved. Cisco Confidential 49
Remote Agent over Broadband
• Remote agents using Cisco Unified IP Phone over a
broadband internet connection
• Cisco routers with the following features for remote
agent over broadband:
o Quality of Service (QoS) with Low-Latency
Queuing (LLQ) and Class-Based Weighted Fair
Queuing (CBWFQ) support
o Managed Switch
o Power over Ethernet (optional)
• Cisco VPN Client feature available in select Cisco
Unified IP Phones provides another option for
remote agents to connect their IP Phones to the
enterprise.

© 2016 Cisco and/or its affiliates. All rights reserved. Cisco Confidential 50
Deliver
Omnichannel
Social
Media
Seamlessly
Chat Email

Phone
Customer SMS

Journey
IVR Retail

Mobile Web
IoE

Cisco Context Service


© 2016 Cisco and/or its affiliates. All rights reserved. Cisco Confidential 51
“Only 3 percent of all companies can start a customer interaction on one
channel and seamlessly move to another channel, while still maintaining
all the context of the previous interactions”

Forrester Research, May 2016

© 2016 Cisco and/or its affiliates. All rights reserved. Cisco Confidential 52

52
Context Service
Cloud-based Omni-channel customer journey repository

Deliver
Omnichannel
Social
Media
Seamlessly
Chat Email • Enables a complete view
of the customer Omni-
channel journey
Phone
Customer SMS

• Better-informed agents
Journey
provide a superior
IVR Retail experience
• Out-of-the-box Cisco
Mobile Web platform integration
IoE
• Open web interfaces
enable partner
applications
Cisco Customer
Partner Applications
Collaboration Platforms
© 2016 Cisco and/or its affiliates. All rights reserved. Cisco Confidential 53
CONTEXT
SERVICE
Low Effort Personalized Delightful

HELP YOUR CUSTOMERS TAILOR CUSTOMER MAKE ALL CUSTOMER


ATTAIN THEIR GOALS INTERACTIONS BASED ON INTERACTIONS WITH
QUICKLY AND EASILY THEIR PERSONAL YOUR BUSINESS
PREFERENCES ENJOYABLE
© 2016 Cisco and/or its affiliates. All rights reserved. Cisco Confidential 54
One Click to Enable Context Service

Behind the Scenes:


Provide Connection Data Manage Workgroups
Validate App Type
Authenticate Access
Create Machine Accounts
Manage Cluster
Register Resources
Create Keys © 2016 Cisco and/or its affiliates. All rights reserved. Cisco Confidential 55
Context Service Use Cases
• Customer Omni-channel journey

• Route to the last handled agent

• Route calls based on previous contact outcome

• Repeat or Abandoned call detection and action

• Tag call for follow up and run outbound campaign on all tagged calls

• Integrate multiple backend systems to deliver a unified view

© 2016 Cisco and/or its affiliates. All rights reserved. Cisco Confidential 56
Bridge Context from All Channels
Chat
Web

SMS

Email Social
Media

Phone
IVR
Customer Request
Agent

ACTIVITY ACTIVITY
ACTIVITY ACTIVITY Mobile
ACTIVTY ACTIVITY
Retail

IoE

Cisco Customer
Business Applications
Collaboration Solutions
© 2016 Cisco and/or its affiliates. All rights reserved. Cisco Confidential 57
Voice Integration with Context Service

Context
Phone IVR
Service Agent

Lookup Customer

Create Activity (with customer ID, custom fields)

Context aware self service and routing

Activity ID passed to gadget


Get Activity,
Customer History

Activity, Customer
details
© 2016 Cisco and/or its affiliates. All rights reserved. Cisco Confidential 58
Email and Chat Integration with Context Service

Email Chat
Context
Service Agent

Lookup Customer

Create Activity
(cust ID, fixed fields)

Send email/chat with


Activity ID

Get Activity, Cust, History

Activities,
Customer details
© 2016 Cisco and/or its affiliates. All rights reserved. Cisco Confidential 59
Context Service Agent Desktop Experience
• Gadget hosted in the
Gadget code automatically
cloud
downloaded from the cloud
• Shows all Requests and
activities by the customer
• Org can customize fields
layout
Voice

Email

Chat
Gadget UI dynamically
changes to render any data

© 2016 Cisco and/or its affiliates. All rights reserved. Cisco Confidential 60
Out of the box integration for Chat and Email.

** Scripting elements shown here, provide for voice


Context Service integration.
Context Service UCCX Editor Steps
LookupCustomers
Look up a customer by an identifier – caller ID, account number, etc..
GetCustomerInfo
Get data from a Customer object and save it in script variables
CreatePOD
Create an activity on the Context Service
RetrievePOD
Return last "n" activities based on a customer ID provided
Get POD Info
Get data from a Customer object and save it in script variables.
UpdatePOD
Update an activity on the Context Service Cloud
© 2016 Cisco and/or its affiliates. All rights reserved. Cisco Confidential 62
NEW

User Interface to Manage Hybrid Clusters

Find more information on managing clusters here.


© 2016 Cisco and/or its affiliates. All rights reserved. Cisco Confidential 63
NEW

User Interface to Manage Fields and Fieldsets

Find more information on managing fields here. © 2016 Cisco and/or its affiliates. All rights reserved. Cisco Confidential 64

Find more information on managing fieldsets here.


NEW

Preferred Language added to Customer fieldset

New Preferred
Language
dropdown

© 2016 Cisco and/or its affiliates. All rights reserved. Cisco Confidential 65
Single Select Dropdown: End-to-End Experience NEW

Admin experience – Create Drop Down Type Continued on next slide

New Type
Add Options
© 2016 Cisco and/or its affiliates. All rights reserved. Cisco Confidential 66
Single Select Dropdown: End-to-End Experience
NEW

Admin Experience: Set Default / Reorder / Delete Dropdown Field Values and Add the Field
to a Fieldset
Continued on next slide

© 2016 Cisco and/or its affiliates. All rights reserved. Cisco Confidential 67
NEW

Single Select Dropdown: End-to-End Experience

Use dropdown
Fieldset to
enhance IVR
experience

© 2016 Cisco and/or its affiliates. All rights reserved. Cisco Confidential 68
NEW

Single Select Dropdown end-to-end Experience

Agents can
select/update
option from the
Desktop

© 2016 Cisco and/or its affiliates. All rights reserved. Cisco Confidential 69
Design your Activity by Business Workflow or
Channel

Activity for Incoming Calls Activity for Mobile App Shopping


• Tags • Tags

• Notes • Products browsed

• IVR Menu Selected • Shopping Cart items

• Caller Authenticated

© 2016 Cisco and/or its affiliates. All rights reserved. Cisco Confidential 70
Modify Activity Design as your Business Evolved

Activity for Incoming Calls Activity for Mobile App Shopping


• Tags • Tags

• Notes • Products browsed

• IVR Menu Selected • Shopping Cart items

• Caller Authenticated • Location

• Survey Score

© 2016 Cisco and/or its affiliates. All rights reserved. Cisco Confidential 71
Activity
Anatomy of an Activity
Fixed Fields Custom Fields
Service User Cisco Base Customer
Managed Managed Template Defined
Customer
Activity ID Notes Field 1
ID

Request
Date Time Link Field 2
ID

MediaTyp
State …
e

Workgroup FieldSets Field n

Contributo
Tags
rs
Context Service APIs – For Cisco and Custom apps
Java SDK with
Context SDK
Dynamic Extension Create objects
Context
Create client keys
• Enables registration Determine privacy

Encrypt Data
• Maintains heartbeats and auto Request keys from KMS Key
updates extension Store
Create & Encrypt SCR with KMS

• Manages authorization & Bind keys to resources

encryption Auto-update via Fusion

Metrics management
Identity
• Reports latency & errors Authentication

• Provides easy to use interface Manage workgroup access

to read, write, update or look up Client Registration


Updates
data Status reporting

• Create, Update, Search, etc..

Find sample SDK scripts including data import/export, REST Web app wrappers, etc.
in the developer portal under “Sample Code”.
© 2016 Cisco and/or its affiliates. All rights reserved. Cisco Confidential 73
Context Service Entitlement Rules
• Entitled to customers with active SWSS subscription on:
• UCCE, PCCE, HCS
• UCCX
• CVP
• Must use with at least one of the products listed above
• APIs can be used to integrate with business applications
• TAC will require a list of all Cisco and non-Cisco integration
• S+ doesn’t provide entitlement but can be used along with other Cisco entitled
products

© 2016 Cisco and/or its affiliates. All rights reserved. Cisco Confidential 74
Start using Context Service
Cisco Cisco
Customers

• G
• Ask your Cisco Partner to S
create your org account (
and enable Context Service C
p

© 2016 Cisco and/or its affiliates. All rights reserved. Cisco Confidential 75
Context Service Registration for Partner use
I am a Cisco CC Partner, how can I access Context Service?

• Partner enrolls in the Cisco Unified Workspace for Partners (CUWP), Cloud program
www.cisco.com/go/cuwp
1. Complete CUWP Partner Program Enrolment process on the PPE site
2. Create a CUWP, Cloud configuration in CCW
3. Place the order directly with Cisco or with a Cisco Authorized Distributor using the CCW Deal
ID
• More details on CUWP Cloud here https://
www.cisco.com/c/dam/en_us/partners/downloads/partner/WWChannels/download/incentive/cu
wp-cloud-faq.pdf

© 2016 Cisco and/or its affiliates. All rights reserved. Cisco Confidential 76
Context Service Registration for Partner use
I am a Cisco CC Partner, how can I access Context Service?

• Partner gets a Spark Organization. Context Service is automatically enabled for all Partner
Orgs.
• Partner admins can login to the Cisco Spark Control Hub (formerly Cloud Collaboration
Management) portal via https://admin.ciscospark.com
• Partner will use the admin credentials to register and connect their UCCE/UCCX to Context
Service

© 2016 Cisco and/or its affiliates. All rights reserved. Cisco Confidential 77
Cisco Spark
Control Hub
• Partners creates new org to
enable Context Service for
customers
• Select Spark Message Trial
along with Context Service
Non-Trial service
• Spark Message Trial
expiration won’t end Context
Service Non-Trial service
• Partners can create test orgs
for their own testing

© 2016 Cisco and/or its affiliates. All rights reserved. Cisco Confidential 78
Context Service Deployment Sample Flow
Partner creates Org
account with Context Org admin receives
Service entitlement in welcome email
Cloud Collab Mgt

Register CCE or CCX Org admin accepts


server(s) with Context Cisco ToS and creates
Service using org admin admin password in
account Cloud Collab Mgmt.

Enable Context Gadget


Agent uses CS gadget to
in Finesse for basic use
create/search customer &
case: customer
create activities manually
interaction history

Build IVR flows to Enable Context from


automatically create Cisco multichannel
activity. Lookup cust. to products, when
For help with Context Service -

• Partner Onboarding
• Customer Org creation registration
• Configuration or
• Use cases

Email ask-context-service@cisco.com

© 2016 Cisco and/or its affiliates. All rights reserved. Cisco Confidential 80
Email and Chat

© 2016 Cisco and/or its affiliates. All rights reserved. Cisco Confidential 81
NEW

CCX Email/Chat Improvements

• Signature • Typing indicator


• CC, BCC, Reply All • Group Chat
• Forward • Chat Wrap-up
• Editable To Field
• Email Wrap-up

© 2016 Cisco and/or its affiliates. All rights reserved. Cisco Confidential 82
Web Chat
Functionality
• Two choices for routing Packaging
algorithms
• Integrated multi-
o Most Skilled
session Web Chat
o Longest Available functionality included
• Toaster Audible and Visual Alerts with the premium seat
license
• Agent Alias
• 60/120 agents
• Real time reports depending on

Simple to Deploy deployed OVA
Transcript retention and retrieval,
download by customer • Built-in tool to create • Web Chat will require
• Pre-defined Responses (500) sample code for separate server to host
customer website form SocialMiner
• Configurable “agent no answer”
and “chat idle timeout” • Complete • Browser based agent
configuration in 5 and supervisor
• Offer Voice Call When on Chat simple steps interface

© 2016 Cisco and/or its affiliates. All rights reserved. Cisco Confidential 83
Web Chat Flow
1
Web Server
Internet 10 11
3 2
UCCX SocialMiner

DMZ Chat Proxy


Context
Service Cloud
5 4
1. Customer sends a chat request
2. SocialMiner proxy service receives the chat
6 9
request (from the Web server)
CUCM Cluster 3. SocialMiner notifies UCCX of an incoming chat
4. UCCX offers chat to agent
7 8
7 5. Agent accepts chat offer
Agent
6. Agent reply gadget joins chat room
7. Get PodID from SocialContact
8. Get related customer activities and present
them in the Context Service gadget
9. The agent and customer chat via proxy
10. Chat ends
11. Customer is offered to save transcript
© 2016 Cisco and/or its affiliates. All rights reserved. Cisco Confidential 84
Web Chat Architecture
Media

Web Server

© 2016 Cisco and/or its affiliates. All rights reserved. Cisco Confidential 85

85
Web Chat Gadget (11.6) New Chat
Notification
Chat and Email State Control

NEW

Wrap-up
NEW
Reason
Group Chat Codes

Predefined
Responses

© 2016 Cisco and/or its affiliates. All rights reserved. Cisco Confidential 86
NEW

Web Chat – Initiate Group Chat

Initiate Group Chat

Select queue

Include140 character note

© 2016 Cisco and/or its affiliates. All rights reserved. Cisco Confidential 87
Web Chat – Accept Group Chat NEW

Accept Group Chat


Chat notes

Decline Group Chat

Chat history

Join notification
Typing indicator

© 2016 Cisco and/or its affiliates. All rights reserved. Cisco Confidential 88
NEW

Web Chat – Group Chat Features


Category

Reason

Selected Wrap-up Reasons (Max 5)

Leave Group Chat

End Group Chat


© 2016 Cisco and/or its affiliates. All rights reserved. Cisco Confidential 89
Web Chat Transcripts and Live Data Reports
• Chat Agent Statistics and Chat Queue Summary Reports

• Transcript download after chat (in PDF)

© 2016 Cisco and/or its affiliates. All rights reserved. Cisco Confidential 90
Agent Email
• Multiple routing algorithms:
o Most skilled agent SocialMiner
o Longest available agent
o Last agent
• Rich-text editor with quick buttons to add
attachments, links, and pictures (10MB
max each.
• Up to 10 attachments allowed for a total
max of 20MB)
• Quick-reply with predefined responses
• Email re-queue or discard
• Toaster notification and Auto-accept
• Live Data and Historical Reporting
• Exchange with secure IMAP/SMTP
© 2016 Cisco and/or its affiliates. All rights reserved. Cisco Confidential 91
Agent Email Flow
11
1 Exchange
Exchange* Edge*
2 Internet
UCCX 10 6 2
3 SocialMiner

DMZ Context
Service Cloud
5 4

1. Customer sends an email which arrives at the Exchange


6 9 mailbox
CUCM Cluster 2. SocialMiner checks for emails periodically and notifies UCCX
(metadata)
7 8 3. UCCX queues the emails in associated CSQs
Agent 4. When an agent is available, UCCX assigns the email to the
agent
5. The email gadget on Finesse automatically accepts the email
6. When the agent clicks on the particular email, content is
fetched from the mail server and rendered in the reply pane
7. Get PodID from SocialContact
8. Get related customer activities and present them in the
Context Service gadget
9. The agent sends a reply
* Exchange deployment model is for illustrative use only
10. SocialMiner sends the email via secure SMTP to Exchange
11. Exchange sends the email to the customer
© 2016 Cisco and/or its affiliates. All rights reserved. Cisco Confidential 92
Agent Email Architecture

Office 365

© 2016 Cisco and/or its affiliates. All rights reserved. Cisco Confidential 93
Agent Email Setup Packaging
• Included with the premium seat
license
• 60/120 agents depending on
deployed OVA
• Email media handling with
SocialMiner
• Finesse Gadgets
• Support for SOCKS proxy to
integrate Office 365 cloud
Exchange Servers

Simple to Deploy
• Complete configuration in 3
simple steps

© 2016 Cisco and/or its affiliates. All rights reserved. Cisco Confidential 94
Agent Email (11.6) New Email
Notification
NEW Reply/Forward NEW
Options
Rich Text Editing Wrap-up
Re-queue Discard Reason Codes

Chat and Email


State Control

Queue

© 2016 Cisco and/or its affiliates. All rights reserved. Cisco Confidential 95

Email Reply Pane


Agent Email - Discard Option

Email Discard
Button

© 2016 Cisco and/or its affiliates. All rights reserved. Cisco Confidential 96
Agent Email - Response Options

Requeue
Discard
Reply
Reply All NEW

Forward

Editable To field,
Adding additional recipients

NEW CC Larger attachments:


Total: 20 MB
BCC
Each file: 10 MB
© 2016 Cisco and/or its affiliates. All rights reserved. Cisco Confidential 97
NEW

Agent Email – Wrap Up

Search Wrap-up Codes


Category

Reason

Selected Wrap-up Reasons


(Max 5)

© 2016 Cisco and/or its affiliates. All rights reserved. Cisco Confidential 98
Outbound

© 2016 Cisco and/or its affiliates. All rights reserved. Cisco Confidential 99
Outbound Agent
Direct Preview, Predictive and Progressive Dialer:
o Up to 150 concurrent outbound sessions
o Separate license is required for
Predictive/Progressive
Blended inbound and outbound operations
o Call Progress Analysis on SIP Gateways
o Outbound Activity Reports
o Campaign Management with API support

© 2016 Cisco and/or its affiliates. All rights reserved. Cisco Confidential 100
Cisco Finesse Preview Outbound
Outbound Agent
Direct Preview, Progressive & Predictive
• All Outbound Modes – Agents are put in “Reserved (Outbound)” State
• Direct Preview Mode - A reservation call lets the agent decide how to respond to the contact

• Direct Preview Mode - When the agent accepts the contact, the outbound call is made

© 2016 Cisco and/or its affiliates. All rights reserved. Cisco Confidential 101
Outbound Agent – Callbacks and Call Reclassification
Agent who receives a direct
preview outbound call will see
the Reclassify button

• The call starts as Voice and can be reclassified multiple times back and
forth
• The Reclassify button and “BA Response” call variable show the
current call classification

© 2016 Cisco and/or its affiliates. All rights reserved. Cisco Confidential 102
Outbound Agent – Call Flow

1 3
3 4
UCCX
Gateway PSTN
Finesse

2 5
Agent

1. Administrator imports campaign contacts


CUCM Cluster 2. UCCX reserves the outbound agent
3. UCCX calls the contact
4. Gateway performs CPA and notifies
UCCX
5. If CPA is voice, UCCX transfers call to the
agent

© 2016 Cisco and/or its affiliates. All rights reserved. Cisco Confidential 103
Outbound IVR – Call Flow

1 2
2 3
UCCX
Gateway PSTN
IVR 4

1. Administrator imports campaign contacts


2. UCCX calls the contact
CUCM Cluster 3. Gateway performs CPA and notifies UCCX
4. If CPA is voice, UCCX transfers call to IVR
1. If Phone #1 is not answered call Phone
#2
2. If Phone #2 is not answered call Phone
#3.

© 2016 Cisco and/or its affiliates. All rights reserved. Cisco Confidential 104
Campaign Management – Updated Interface
NEW

Campaign
Controls

• Ability to Start and Stop Campaigns


• Import Contacts
• Retry Options
• Dialing Properties
• Allow / Disallow Duplicate Contacts

© 2016 Cisco and/or its affiliates. All rights reserved. Cisco Confidential 105
Video Customer Care

© 2016 Cisco and/or its affiliates. All rights reserved. Cisco Confidential 106
Video Care with Jabber Guest
Functionality
• Two way video interaction using
Jabber Guest Packaging
• Video in queue (non-interactive)
• Collab Edge
using hold step and VoH
infrastructure required
• Standard Unified CCX reports for along with Jabber
video calls Guest
• Audio only • Video on Hold needs
o Silent monitoring MediaSense
o Recording with UCM based • 10.5(1)SU1 and later
recording • Endpoint support for
o Interaction for initial IVR Simple to Deploy 89xx, 99xx, DX, EX
treatment series
• Simple to configure
• Intercept, conference and barge in web URI for the
with video requires MCU website or SDK for
iOS application
© 2016 Cisco and/or its affiliates. All rights reserved. Cisco Confidential 107
Video Care with Remote Expert Mobile
• In-app voice & video communications
o 1 or 2 way video

• WebRTC to SIP gateway

• Expert Assist
o Mobile native app-share, remote control and web co-
browse
o Expert annotation
o Expert document push & URL sharing
o Assisted form filling
o Sensitive data masking

• Media handling
o STUN server for client external IP identification
o UDP port multiplexing
o Media encryption / decryption
o Opus, G.711 & G.729 audio transcoding
© 2016 Cisco and/or its affiliates. All rights reserved. Cisco Confidential 108
o H.264 & VP8 video transcoding
Cisco Unified Intelligence
Center Reporting

© 2016 Cisco and/or its affiliates. All rights reserved. Cisco Confidential 109
Cisco Unified Intelligence Center Reporting
CUIC Overview

Historical Reports

Live Data Reports

© 2016 Cisco and/or its affiliates. All rights reserved. Cisco Confidential 110
Available Reports
Inbound Voice Historical Reports
RED = New in 11.6 NEW

Abandoned Call Detail Activity Report Chat Historical Reports Outbound Historical Reports
Aborted Rejected Call Detail Report Chat Agent Detail Report IVR Outbound Campaign
Agent Call Summary Report Chat Agent Summary Report Summary Report
Agent Detail Report Chart CSQ Activity Report IVR Outbound CCDR Report
Agent Login Logout Activity Report Chat CSQ Agent Summary Report IVR Outbound Half Hourly Report
Agent Not Ready Reason Code Summary Report Preview Outbound Agent Detail
Chat Traffic Analysis Report
Agent State Detail Report Performance Report
Agent Stat Summary by Agent Report Email Historical Reports Preview Outbound Campaign
Agent State Summary by Interval Report
Email Agent Activity Report Summary Report
Agent Summary Report
Agent Wrap Up Data Summary Report Email CSQ Activity Report
Email CSQ Agent Activity Report Agent Live Data Reports
Agent Wrap Up Detail Report
Email Inbox Traffic Analysis Report Agent CSQ Statistics Report
Agent All Fields Report
Agent State Log Report
Call Custom Variables Report Email Resolution Detail Report
Agent Statistics Report
Called Number Summary Activity Report Email Response Detail Report Agent Team Summary Report
Common Skill CSQ Activity Report Email Traffic Analysis Report Agent Call History
Contact Service Queue Activity by CSQ Report Email Contact Detail Report
Contact Service Queue Activity Report
Supervisor Live Data Reports
Contact Service Queue Activity Report by Interval Report System Historical Reports Team State Report
Contact Service Queue Activity by Window Duration Application Performance Analysis Report Team Summary Report
Contact Service Queue Call Distribution Summary Report
Application Summary Report Voice CSQ Agent Detail Report
Contact Service Queue Priority Summary Report
License Utilization Hourly Report Voice CSQ Summary Report
Contact Service Queue Service Level Priority Summary
Remote Monitoring Detail Report Agent Outbound Team Summary
Contact Service Queue All Fields Report
Chat Agent Statistics Report
CSQ Agent Summary Report
MultiChannel Reports Chat CSQ Summary Report
Detailed Call by Call CCDR Report
Wrap-Up Reasons Report for Chat and Email Email Agents Statistics Report
Detailed Call CSQ Agent Report
MultiChannel Agent Report Email CSQ Summary Report
Priority Summary Activity Report
© 2016 Cisco and/or its affiliates. All rights reserved. Cisco Confidential 111
Traffic Analysis Report
CUIC – Ease of Use
Navigation

Search Favorites

© 2016 Cisco and/or its affiliates. All rights reserved. Cisco Confidential 112
CUIC - New Report Creation and Report Actions
New report creation

Context-sensitive actions
On folders On reports

© 2016 Cisco and/or its affiliates. All rights reserved. Cisco Confidential 113
NEW

CUIC - Simplified Chart Creation

© 2016 Cisco and/or its affiliates. All rights reserved. Cisco Confidential 114
NEW

CUIC – Simplified Dashboard Creation

Variety of widgets

© 2016 Cisco and/or its affiliates. All rights reserved. Cisco Confidential 115
NEW

CUIC - Supervisor Historical Reports


Login to CUIC as Supervisor

Historical and Live Data reports

Reporting only on agents and queues associated with supervisor


© 2016 Cisco and/or its affiliates. All rights reserved. Cisco Confidential 116
NEW

CUIC - Email Reporting

© 2016 Cisco and/or its affiliates. All rights reserved. Cisco Confidential 117
CUIC - Email Live Data

© 2016 Cisco and/or its affiliates. All rights reserved. Cisco Confidential 118
CUIC - Agent Email Historical Reports
Email - Agent Activity Report: Presents statistics of the email-enabled agents on a per day basis.

Email – Traffic Analysis Report: Gives the count of email messages that are received for each email address

Email – Contact Detail Report: Presents information about each email contact that is handled by the agent.

Email – CSQ Activity Report: Presents email activity statistics of agents in a CSQ on a per day basis.

© 2016 Cisco and/or its affiliates. All rights reserved. Cisco Confidential 119
CUIC - Chat Reporting NEW

Chat CSQ Summary Report & Chat Traffic Analysis Report

© 2016 Cisco and/or its affiliates. All rights reserved. Cisco Confidential 120
CUIC – Agent Chat Reporting NEW

With Group Chat Reporting

© 2016 Cisco and/or its affiliates. All rights reserved. Cisco Confidential 121
CUIC - Multichannel Reports NEW

Agent Summary Report

Emails

Chats

Outbound Calls

Inbound Calls

Agent name and ID

© 2016 Cisco and/or its affiliates. All rights reserved. Cisco Confidential 122
CUIC - Multichannel Reports NEW

Wrap-Up Reports

Category
Chat Email Total
Reason

Agent

Filter by Agent Name, Interval, Category


© 2016 Cisco and/or its affiliates. All rights reserved. Cisco Confidential 123
Off-the-box CUIC
Embedded Intelligence Off-the-box Intelligence
Features
Center Center
License Standard (included) Premium (optional)

VM Not required Additional VM (can be on same server)

Data Sources CCX Only Multiple

UCCX Reporting Historical and Live Data Historical Only

UCCX User Sync Included Not Available

Custom Reports Developed externally and imported Custom Reports can be developed
© 2016 Cisco and/or its affiliates. All rights reserved. Cisco Confidential 124
Live Data Reports Licensing

• No Live Data Reports

IP IVR License
© 2016 Cisco and/or its affiliates. All rights reserved. Cisco Confidential 125
Workforce Optimization

© 2016 Cisco and/or its affiliates. All rights reserved. Cisco Confidential 126
Workforce Optimization
Quality Management
• Local recording storage in distributed
environments
• A real time recording status application
• Editing evaluation comments
• Finesse Gadgets for recording controls
• Live Screen and voice monitoring
• Eliminate Java Dependency

Workforce Management
• Configurable Schedule retention time
• Configurable Schedule Editing Privileges
Configurable by teams
• Intraday forecast readjustment
• Multi-Channel Forecasting
• Agent Schedules on Mobile
Licensing changes
• WFO can be ordered with CCX Enhanced as well
as Premium
© 2016 Cisco and/or its affiliates. All rights reserved. Cisco Confidential 127
Dashboard Widgets

Agent Experience Supervisor Experience


Customizable widgets to track
• Key performance indicators
• Average quality scores
• Evaluate transactions
• Overall performance
• Take action to improve quality and performance
• Workforce management metrics
© 2016 Cisco and/or its affiliates. All rights reserved. Cisco Confidential 128
Gamification

Gamification

• Badges for Quality Scores and


Adherence levels

• Provides supervisor visibility to


agent badges earned

• Apply the right peer coaching at


the right time for the right
agents

© 2016 Cisco and/or its affiliates. All rights reserved. Cisco Confidential 129
Workforce Management MIN/MAX HOURS PER AGENT
• The ability to set min/max paid
PARTIAL DAY TRADE/OFFER
hours rules reinforce compliance
• The ability for agents to with work rules and payroll
trade/offer a portion of their restrictions
schedules in addition to the
existing ability to trade/offer the
entire schedule for a day DYNAMIC AVAILABILITY
• Option to allow an agent the
Mask Agent Schedule Detail ability to indicate their availability
(Trades/Offers) to work with in administratively
• The Global Configuration option defined parameters This is used
to mask the other agent’s to create agent’s schedules
schedule details (Trades/Offers)
Enhanced Real Time Adherence
Data
• Ability to see the Duration and
Agent is in a state with in the RTA
Drawer (Agent Schedule Screen)
& the RTA Widget. Multilevel sort
in itsWidget
© 2016 Cisco and/or affiliates. All rights reserved. Cisco Confidential 130
Drag and Drop Scheduling Plus Contact and
Handle-Time Forecast Adjustments

© 2016 Cisco and/or its affiliates. All rights reserved. Cisco Confidential 131
Dynamic Scheduling
A simplified approach to the schedule creation and assignment process

Core Values
• Definable Roles
• Simplified Admin
• Scalable
• Agent Empowerment
• High Level of Satisfaction

© 2016 Cisco and/or its affiliates. All rights reserved. Cisco Confidential 132
Vacation Planning with HRMS Integration

• Track usage at hourly level

• Scheduler can set vacation allotments by day

• Enable import of entitlement and export usage


with external human resource systems
(HRMS)
• Calendar view of allotments and availability

© 2016 Cisco and/or its affiliates. All rights reserved. Cisco Confidential 133
Advanced Quality Management- Contact Review
Screen Recording

Search by agent,
custom metadata
or CTI fields

Add comments
Speech energy bar

© 2016 Cisco and/or its affiliates. All rights reserved. Cisco Confidential 134
Advanced Quality Management
Editing Evaluation Comments

Supervisors, Managers and


Evaluators can edit their own
comments and those of their peers
and others under their organizational
structure
Audit trail maintained for comment
originator and all editors

© 2016 Cisco and/or its affiliates. All rights reserved. Cisco Confidential 135
Finesse Search and Play Gadget

Supervisor Filters
© 2016 Cisco and/or its affiliates. All rights reserved. Cisco Confidential 136
Agent-Initiated Mentoring

• Agent initiated peer-to-peer mentoring


• Agent requests mentoring, peer accepts,
supervisor approves, both schedules
updated

© 2016 Cisco and/or its affiliates. All rights reserved. Cisco Confidential 137
Advanced Quality Management
Distributed Recording Storage

• Configure multiple locations by


teams, allowing recording
storage to be co-located with
agents
• Reduces the amount of WAN
traffic and maintains local
control of recordings
• All application playback is from
local media server
• Recording Metadata is still
centralized in SQL database for
unified application search
across organization

© 2016 Cisco and/or its affiliates. All rights reserved. Cisco Confidential 138
Localization and Reports Distribution
• Saved Reports with email distribution
Default set by administrator
Users can change on login page
User setting saved on their PC so they get consistent
login screen

© 2016 Cisco and/or its affiliates. All rights reserved. Cisco Confidential 139
Enhanced Administrator Reporting and Role
Expansion

System Administrator Role Business Administrator


o o Maintain business evaluations
Server access
o Report on “New, Update or Delete” Audit
Configure additional role access
Reports:
o Configure QM integration points (e.g. ACD, PBX,
AD) o Available to System Administrators
Telephony Administrator o Select specific date ranges
o Configure business rules around Who, What, When o Setup scheduled emailed reports
to record
o Configure and maintain workflow and retention

© 2016 Cisco and/or its affiliates. All rights reserved. Cisco Confidential 140
Advanced Quality Manager Administrative Auditing

• Report on “New, Update or Delete” actions made within QM Admin application


• Assign Retention periods for Audit Data
• Audit Reports:
o Available to System Administrators
o Select specific date ranges
o Setup scheduled emailed reports

© 2016 Cisco and/or its affiliates. All rights reserved. Cisco Confidential 141
WFO QM Licensing Changes
Pre-11.5 11.5 &11.6
Automated PCI compliance

Consolidated playback of voice and screen

Multiscreen Recording

Dashboards and alerts

Evaluation templates

Workflow

Reporting EOL
Encryption

Multiple Capture options

Search, play and export

100% recording

CR ($325) Basic Advanced CR ($325) Basic Advanced


QM ($495) QM ($695) QM ($495) QM ($695)
© 2016 Cisco and/or its affiliates. All rights reserved. Cisco Confidential 142
Agenda

Robust and Proven

All In One Solution

Easy To Use

Easy To Deploy

© 2016 Cisco and/or its affiliates. All rights reserved. Cisco Confidential 143
Single Sign-On

© 2016 Cisco and/or its affiliates. All rights reserved. Cisco Confidential 144
One Day Online…

© 2016 Cisco and/or its affiliates. All rights reserved. Cisco Confidential 145
Single Sign-On
Single Sign-On (SSO) permits a user to provide credentials only once in order to access multiple
applications. The process authenticates the user for all the applications they have been given
rights to and eliminates further prompts when they switch applications during a particular session.

Finesse CUIC Admin

© 2016 Cisco and/or its affiliates. All rights reserved. Cisco Confidential 146
Authentication and Authorization

Authentication Authentication is the process of verifying that


"you are who you say you are"

Authorization
Authorization is the process of verifying
that "you are permitted to do what you are
trying to do"

© 2016 Cisco and/or its affiliates. All rights reserved. Cisco Confidential 147
Protocols
Allows secure authentication without exposing
users credentials outside authentication provider

Allows secure consumer-server authorization


without credentials

Together SAML and OAuth make it possible for a user to authenticate once,
securely, and allow access to their data as needed

© 2016 Cisco and/or its affiliates. All rights reserved. Cisco Confidential 148
IdS - Identity Server

Explicit Initial SP – Service Provider Authorization Resource


IdP – Identity Server Server e.g. Fi-
Trust
Provider nesse
Agreement
TokenInfo

IdS
a
Au

e n

Ge
s
t

ct
he

t U ke

t
ir e e n
nt

To

aT
d
ic

In e e m

ok
a ti

e
on

Ag

n
Users
Client
© 2016 Cisco and/or its affiliates. All rights reserved. Cisco Confidential 149
Single Sign On Identity Providers
Deployment Environment

NEW

Agents Supervisors Administrators Finesse IPPA

Modes Unified CCX


Non-SSO Yes

SSO Yes

Hybrid No

© 2016 Cisco and/or its affiliates. All rights reserved. Cisco Confidential 150

15
SSO Install, Setup & Configuration
Register
Register Components

Setup IdS Enable


• Configure IdS Enable SSO
• Create trust relation
with Identity Provider

© 2016 Cisco and/or its affiliates. All rights reserved. Cisco Confidential 151
SSO: Authentication and Login

© 2016 Cisco and/or its affiliates. All rights reserved. Cisco Confidential 152
SSO: Integrated Windows Authentication

Finesse
Access to SSO enabled
Login using
Windows user
Unified CCX apps
credentials
CUIC

Admin

© 2016 Cisco and/or its affiliates. All rights reserved. Cisco Confidential 153
Agenda

Robust and Proven

All In One Solution

Easy To Use

Easy To Deploy

© 2016 Cisco and/or its affiliates. All rights reserved. Cisco Confidential 154
Licensing and Bundles

© 2016 Cisco and/or its affiliates. All rights reserved. Cisco Confidential 155
What Changes Came in 11.5?

Simplification
Reduction in number of license options

Bundling
CCX High Availability included in
the 25-seat bundle. Obsolescence
Finesse replaces older desktop
Off-box CUIC Premium license
included with CCX Premium

© 2016 Cisco and/or its affiliates. All rights reserved. Cisco Confidential 156
Summary of Licensing Changes That Came in 11.5
• Standard Licenses
• End of Life for Standard Licenses
• Promotional price to upgrade to Enhanced ($595)

• Premium Licenses
• CUIC Premium included for off-box CUIC
• Context Service for voice, email, chat
• Price increase for Premium - $1995

• Bundles
• HA included in 25 seat bundles; also available a-la-carte for smaller deployments
• New Enhanced 25-seat Add-On bundle
• Price increase for 25-seat bundles, no change for 5-seat bundles

• WFO
• End of Life for QM 10.x and 11.x
• Existing QM customers with SWSS get free upgrade to AQM
• SWSS price will stay at 16% of product list price, and therefore change as well, at the next SWSS renewal
© 2016 Cisco and/or its affiliates. All rights reserved. Cisco Confidential 157
CCX Licensing and Pricing Changes
Pre-11.5 11.5 & 11.6
Predictive Outbound Optional ($695) Optional ($695)

Preview Outbound

Advanced IVR

Email and Web Chat

SocialMiner Included

CUIC Premium for off-box CUIC Optional ($25,000) Included

High Availability Optional ($8,995) Optional ($14,995) In 25 seat Bundle* In 25 seat bundle*

Finesse Desktop

Context Service

Finesse IPPA

Routing EOL
Reporting – CUIC STD

Basic IVR

STD ($395) Enhanced ($1250) Premium ($1850) STD ($395) Enhanced ($1250) Premium ($1995)
© 2016 Cisco and/or its affiliates. All rights reserved. Cisco Confidential 158

* Available a-la-carte for smaller deployments


CCX Bundles

Bundle Current Price New Price Notes

5-ENH $995 $995 -

5-PRE $2,995 $2995 Includes SocialMiner, Off-box CUIC Premium

25-ENH $26,595 $29,995 Includes High Availability (HA)

11.5/6 25-ENH-ADD NA $24,995 For add-on only, HA not included

25-PRE $39,995 $51,995 Includes SocialMiner, HA, Off-box CUIC Premium

25-PRE-ADD $38,995 $44,995 For add-on only, HA not included

© 2016 Cisco and/or its affiliates. All rights reserved. Cisco Confidential 159
Ease of Deployment
Features

© 2016 Cisco and/or its affiliates. All rights reserved. Cisco Confidential 160
Faster Deployment
Deploy Your Help Desk with UCCX CVD Within Hours Instead of Days
Familiar, Scripted Cisco VOS installer

Try UCCX in Your Lab:


• NFR SKUs available for partners
• NPS SKUs available for customers

© 2016 Cisco and/or its affiliates. All rights reserved. Cisco Confidential 161
Deployment Specifications
Component vCPU vRam vDisk vNIC

100 agents OVA 2 8 GB 1 x 146 GB 1


300 agents OVA 2 8 GB 2 x 146 GB 1
400 agents OVA 4 16 GB 2 x 146 GB 1
1 x 60 GB
WFM 2 4 GB 1
1 x 50 GB
1 x 40 GB
QM Base Server 2 4 GB 1
1 x 146 GB
QM Recording 1 x 40 GB
4 4 GB 1
Server 1 x 146 GB

UCS or 3rd-party specs-based on Intel Xenon

© 2016 Cisco and/or its affiliates. All rights reserved. Cisco Confidential 162
Finesse High-Availability
• All clients will be connected to
UCCX primary node
• All clients redirect to secondary
node if primary node goes down
• Finesse Subsystem and UCCX
will be in or out of service at the
same time
• Finesse Server is co-resident
with UCCX so no additional
bandwidth consideration is
necessary

© 2016 Cisco and/or its affiliates. All rights reserved. Cisco Confidential 163
NEW

High Availability
Finesse Failover 11.5
Cisco Finesse Agent

Cisco Finesse
Cisco Finesse Cisco Finesse
Subsystem

All other CCX


All other CCX Services All other CCX Services
Subsystems

Unified CCX - Primary CiscoUnified


UnifiedCCX
Contact Center
- Secondary
Express - Secondary
© 2016 Cisco and/or its affiliates. All rights reserved. Cisco Confidential 164
NEW

High Availability
Finesse Failover 11.5
Cisco Finesse Agent

Cisco Finesse
Cisco Finesse Cisco Finesse
Subsystem

All other CCX


All other CCX Services All other CCX Services
Subsystems

Unified CCX - Primary CiscoUnified


UnifiedCCX
Contact Center
- Secondary
Express - Secondary
© 2016 Cisco and/or its affiliates. All rights reserved. Cisco Confidential 165
NEW

High Availability
Finesse Failover 11.5
Cisco Finesse Agent

No requirement to re-login after Finesse failover!!

Cisco Finesse
Cisco Finesse Cisco Finesse
Subsystem

All other CCX


All other CCX Services All other CCX Services
Subsystems

Unified CCX - Primary CiscoUnified


UnifiedCCX
Contact Center
- Secondary
Express - Secondary
© 2016 Cisco and/or its affiliates. All rights reserved. Cisco Confidential 166
Web-Based UCCX Administration
Cisco Unified CCX Administration and Cisco Unified CCX Serviceability together allow to:
• Configure and monitor overall system functions, applications, and subsystems
• Access a wide variety of system tools
• Perform many other administrative tasks

The Cisco Unified CCX Administration menu bar contains the following menu options:
• System
• Applications
• Subsystems
• Wizards
• Tools
• Help
© 2016 Cisco and/or its affiliates. All rights reserved. Cisco Confidential 167
NEW

Context Service Dashboard

Status: Online/Offline/Unknown/No Connectivity/Ready to Register

State: Registered/Not Registered/Unknown/Stopped

© 2016 Cisco and/or its affiliates. All rights reserved. Cisco Confidential 168
Unified CCX Editor
1
• Visual programming environment for creating, 2
modifying, validating, and debugging telephony
and multimedia application scripts
• Simplifies script development by providing
blocks of contact-processing logic in easy-to-
use Java-based steps.
• Steps have their own unique capabilities, from
simple increment to generating and playing out
prompts, obtaining user input, queuing calls, or
performing complex database operations.

1. Palette Pane: list of steps


4
2. Design Pane: create script
3. Variable Pane: create, modify, view script variables
4. Message Pane: validating, debugging messages 3

© 2016 Cisco and/or its affiliates. All rights reserved. Cisco Confidential 169
Unified CCX Editor
Advanced IVR Capabilities

Reduce costs with:


• Speech enablement
• Database Integration
• Generic REST API
• Custom Java Programming
• Enterprise data integration with Agent
desktop applications
• Third-party integration

© 2016 Cisco and/or its affiliates. All rights reserved. Cisco Confidential 170
Unified CCX Editor
Advanced Scripting with REST API Step
• Make a REST API request from CCX
script Scheduled Call Back from IVR
o Supports GET, POST, PUT, DELETE Schedule Find
o HTTP/S supported Callback? Suitable
Time
• Enables CCX scripts to leverage web • Find
services via RESTful mechanism • Use
out if
IVR
• Examples: the
prompt
custom
o Scheduled Call Back s to get
er
the time
o Queue level competency requirement wants a
of call
changes to manage sudden call volumes call
back.
back
o Getting data from external portals
NEW
o JSON Parsing support added in 11.6

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Agent Email – Mail Server Configuration NEW

Exchange, O365, Gmail

Proxy
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Agent Email – Signature Configuration NEW

Rich Text
Agent Alias

Images

500 Signatures + Pre-defined Responses

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Web Chat – Business Hours NEW

Set hours for each day

Message for customer during off-hours

Holiday calendar

Schedule Custom business days

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Agent Email and Web Chat Wrap-Up NEW

Configuration

Up to 25 categories

Up to 25 reasons/category

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Campaign Management – Automatic
NEW

Import of Contacts

SFTP server to import contacts

Location of CSV file

Set order of fields

Schedule import

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NEW

Support for PCI HIPAA Compliance


Transport Layer Security (TLS) 2.0

Needed for PCS-DSS 1.2 compliance by 30-Jun-2018


Two parts:
• Addition of TLS 1.2 support
• Removal of TLS 1.0 (and SSL) support (no longer considered “strong”)
Remediates POODLE and HeartBleed Exploits
TLS 1.1 and 1.2 are allowed by PCI
In CCE, TLS 1.0 removal may impact 3rd-party DB access (update driver)
https://blog.pcisecuritystandards.org/migrating-from-ssl-and-early-tls

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IPv6 Support
Finesse Admin
CUIC

Dual stack support


Finesse deployments
High Availability Editor
V
IPv4 for:
o ASR/TTS S
M

o SocialMiner ASR/TTS/WFO Pure IPv4


Dual Stack
o WFO
Supported Pure IPv6

Not supported

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E.164 Support
• Agent Desktop (Supported with Finesse desktop only)
o Agent extension with E.164
o Display of Incoming call
o Phonebook & keypad with E.164 support
• Configuration
o Route point support E.164
o Configuration API for Route Point support E.164
o Call Control Group (CTI Port)
o Outbound Contact List
• Reporting
o E164 support within DB schema, Intelligence Center
• Script Editor
o E164 support for Call control steps
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Finesse Administration
• Integrated with UCCX App Admin
• Gadget Layout
• Call Variables
• Phonebook
• Reason Codes
o Not-Ready
o Sign-Out
o Wrap-Up
• Configuration API
• Workflows

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Finesse Localization
• Agents choose their preferred language at
login time
• Agents can choose a different language each
time they log in

Finesse for CCX 10.5 Supported Languages


Chinese – simplified Finnish Polish
Chinese - traditional French Portuguese
Danish Italian Russian
Dutch Japanese Spanish
English Korean Swedish
German Norwegian Turkish
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Browser Compatibility

Supported Browsers
Chrome 48
Internet Explorer 11
Firefox 45 Extended Supported Release (ESR) and higher ESRs

• Disable the pop-up blocker to access Unified CCX Administration


• Enable compatibility mode on IE 11 for the Unified CCX Administration
and Intelligence Center. Finesse works in native mode

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Virtual Desktop Infrastructure (VDI)
Cisco Finesse

• High definition audio and video via local media


processing in a VDI deployment
• Built-In-Bridge for Recording/Monitoring

• Secured with sRTP

• Quality of Service via MediaNet

• Supported with Citrix XenDesktop, Citrix XenApp for


Published Desktops, VMware View
• Enable agents work in a 100% virtualized
environment

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NEW

Other enhancements

Access Not Ready reason codes from script


Faster upgrades
Up to 40% faster upgrade
Up to 50% faster Switch Version

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Upgrade Paths to Unified CCX 11.6
9.0(2)SU3, 10.0(1)SU1,
10.5(1)SU1, 10.6(1),
Direct Upgrade 10.6(1)SU1, 10.6(1)SU2, 11.6(1)
11.0.(1), 11.5(1),
11.5SU(1)

Indirect Upgrade 8.0(2) SU4 8.5(1) SU4 10.6(1) 11.6(1)

Fresh Install 3.x, 4.x , 5.x, 6.x, 7.x 11.6(1)

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