QUEUEMETRICS USER MANUAL

Loway

Revision History
Revision $Revision: 1.26 $ - covers QueueMetrics 12.05$Date: 2012/05/15 09:43:45 $L

Table of Contents

1. What is QueueMetrics?
2. Installing QueueMetrics
2.1. Prerequisites: Server
2.2. Prerequisites: Client
2.3. Version numbering scheme
2.4. Where to install
2.5. Installing in practice
2.6. Updating from a previous version of QueueMetrics
2.7. Installing a licence key
2.8. Setting session timeout
2.9. Understanding basic security mechanisms
2.10. Understanding QueueMetrics memory requirements
2.11. 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 - Answered calls
6.2. Historical reports - Details of answered calls
6.3. Historical reports - Unanswered calls
6.4. Historical reports - Details of unanswered calls
6.5. Historical reports - Area code analysis
6.6. Historical reports - Distributions
6.7. Historical reports - Call distribution by day
6.8. Historical reports - Call distribution by hour
6.9. Historical reports - Call distribution by day of week
6.10. Historical reports - Agents and Sessions
6.11. Historical reports - Details of agent sessions and pauses
6.12. Historical reports - Call outcomes
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. QueueMetrics Tasks
9.1. The task page
9.2. Types of tasks handled by QueueMetrics
9.3. RSS data export for tasks
10. The Agent Awareness subsystem (AGAW)
10.1. The AGAW architecture
10.2. Installing the AGAW Licence
10.3. Agents: the AGAW client
10.4. Installing with Firefox
10.5. Installing with Chrome
10.6. Supervisors: accessing AGAW statistics
10.7. Administrators: monitoring the AGAW system
11. Quality Assessment in QueueMetrics
11.1. Enabling QA monitoring
11.2. Understanding Quality Assessment
11.3. Grading calls
11.4. Removing QA forms
11.5. Running QA reports
11.6. The main QA report
11.7. The QA Summary report
12. Advanced tracking of agent and grader performance
12.1. Tracking agent performance
12.2. Defining agent performance rules
12.3. Dataset-based agent performance wizard
12.4. Grader calibration reports
13. Payroll data in QueueMetrics
13.1. How it works
13.2. Payroll web pages
13.3. Editing the system queue_log file
13.4. The editing log
14. Multi-stint calls
14.1. Limitations and side-effects
14.2. Multi-stint calls in QueueMetrics
15. The visitor’s page
15.1. Setting up VISITORS in a real life scenario
16. Using Supervisors
17. Automating statistics download: the ROBOT profile
17.1. Setting up a self-service wallboard
18. Storing queue data on MySQL
18.1. Who should use MySQL storage?
18.2. Understanding MySQL storage
18.3. Uploading data to MySQL
18.4. Loading data in QueueMetrics
18.5. Checking MySQL database status
18.6. Optimizing the queue_log table
18.7. Using the Asterisk Realtime QueueLog subsystem
19. Monitoring clusters with QueueMetrics
19.1. Setting up a cluster
19.2. Setting up the members of the cluster
19.3. Setting up QueueMetrics to access the cluster
19.4. Using the Agent’s page with a clustered environment
20. Editing QueueMetrics settings
20.1. Configuring users
20.2. Editing user classes
20.3. Configuring queues
20.4. Configuring agents
20.5. Configuring locations
20.6. Configuring call outcomes
20.7. Configuring pause codes
20.8. Configuring agent groups
20.9. Configuring QA forms
20.10. Configuring reports
20.11. Configuring IVR and DID/DNIS names
20.12. Configuring paginated calls
20.13. QueueMetrics configuration wizard
20.14. Unattended QueueMetrics configuration and update
20.15. Configuring system preferences
20.16. Installing the AGAW runner
20.17. Using the DbTest Diagnostic Tools
20.18. System audit log inspector
21. Listening to calls using Pluggable Modules (PM)
21.1. PMs to match Recorded Calls
21.2. PMs to match Live Calls
22. Exporting call sets from QueueMetrics
22.1. Exporting calls - an overview
22.2. Exporting calls in practice
22.3. Output format
22.4. Available implementors
22.5. MP3 conversions on the fly
23. Configuring Asterisk for QueueMetrics
23.1. Configuring queues to report exit status
23.2. Configuring URLs to be launched by the agent real-time page
23.3. Listening to recorded calls using QM
23.4. Using AddQueueMember for dynamic agents
23.5. Defining outbound queues (campaigns)
23.6. Enabling ACD call attempts recording on Asterisk 1.0 and 1.2
23.7. Enabling ACD call attempts recording on Asterisk 1.4
23.8. Listening to live calls: Unattended Call Monitoring
23.9. Enabling VNC Monitoring
23.10. Enabling Agent’s page actions
23.11. Enabling XML-RPC call listening and streaming
23.12. Enabling call outcomes
23.13. Enabling pause codes
23.14. Closing ongoing calls
23.15. Tracking DNIS and IVR information
23.16. Enabling Hotdesking in the agent page
23.17. Running Asterisk 1.8 with QueueMetrics
23.18. Handling Agents priorities on queues
23.19. Configuring the AMI connection
23.20. Listening to encrypted recordings
24. For more information…
A. Default users
B. Security keys
C. The [queuemetrics] context
D. System preferences
E. Icons used by QueueMetrics
F. Audit log records
F.1. Action class: User lifecycle (10XX)
F.1.1. Action: user logon - successful
F.1.2. Action: user logoff
F.1.3. Action: user logon - unsuccessful
F.1.4. Action: password change
F.2. Action class: Key management (11XX)
F.2.1. Action: key changed
F.2.2. Action: key accessed via XML-RPC
F.2.3. Action: AGAW key changed
F.2.4. Action: AGAW key accessed via XML-RPC
F.2.5. Action: AGAW restarted
F.3. Action class: QueueLog editing (20XX)
F.3.1. Action: QueueLog edited
F.4. Action class: QA editing (21XX)
F.4.1. Action: QA form deleted
F.4.2. Action: Deletion of a comment
F.4.3. Action: Deletion of all comments
F.5. Action class: Realtime agent management (23XX)
F.5.1. Action: Realtime Agent Logon
F.5.2. Action: Realtime Agent Logoff
F.5.3. Action: Realtime Agent Pause
F.5.4. Action: Realtime Agent Unpause
F.5.5. Action: Realtime Agent SMS
F.6. Action class: Realtime call management (24XX)
F.6.1. Action: Call soft hangup
F.6.2. Action: Call transfer
G. 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!