Avaya_Proactive_Outreach_Manager
Avaya_Proactive_Outreach_Manager
Release 3.1.1
Issue 1.1
September 2018
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Chapter 1: Introduction.......................................................................................................... 16
Purpose................................................................................................................................ 16
Change history...................................................................................................................... 16
Warranty............................................................................................................................... 16
Chapter 2: New in this release............................................................................................... 17
Chapter 3: POM Home............................................................................................................ 20
POM Home overview............................................................................................................. 20
POM Home page field descriptions......................................................................................... 20
Chapter 4: User Management................................................................................................ 25
User Management overview................................................................................................... 25
Roles and privileges.............................................................................................................. 25
Adding users......................................................................................................................... 36
Modifying user roles.............................................................................................................. 37
Adding user roles.................................................................................................................. 38
Deleting user roles................................................................................................................ 39
Chapter 5: Licensing.............................................................................................................. 40
Licensing overview................................................................................................................ 40
Licensing page field descriptions............................................................................................ 40
POM License Settings page field descriptions.......................................................................... 41
Editing License Settings......................................................................................................... 41
Chapter 6: Data Center Configuration.................................................................................. 43
Data Center Configuration overview........................................................................................ 43
Data Center Configuration page field descriptions.................................................................... 43
Adding a data center group.................................................................................................... 44
Add data center group page field descriptions.......................................................................... 44
Edit data center group page field descriptions.......................................................................... 44
Deleting a data center group.................................................................................................. 45
Chapter 7: POM Servers......................................................................................................... 46
POM Servers overview.......................................................................................................... 46
POM Servers page field descriptions...................................................................................... 48
Adding a POM server............................................................................................................ 49
Add POM server page field descriptions.................................................................................. 50
Editing POM server............................................................................................................... 50
Edit POM Server page field descriptions................................................................................. 52
Deleting a POM server........................................................................................................... 53
POM Global Settings page field descriptions........................................................................... 54
Voice Server page field descriptions....................................................................................... 55
Editing a voice server............................................................................................................ 56
Edit Voice Server page field descriptions................................................................................. 56
Associate Attributes for Contact Record Assignment to Agent page field descriptions............... 362
Attribute configuration based on POM install modes......................................................... 363
Media Servers and Media Specific Parameters page field descriptions.................................... 364
Record Selection and Sort Criteria page field descriptions...................................................... 366
Completion code association page field descriptions.............................................................. 369
Associate Address page field descriptions............................................................................. 370
Finish Criteria page field descriptions.................................................................................... 370
Processing Parameters page field descriptions...................................................................... 372
Campaign Creation Wizard - Summary page field descriptions................................................ 374
Save campaign as page field descriptions............................................................................. 375
Manage Campaign Schedules page field descriptions............................................................ 375
Schedule creation page field description............................................................................... 376
Creating a campaign (defining a campaign)........................................................................... 378
Creating a campaign (specifying the media server and media specific parameters).................. 379
Creating a campaign (defining record selection and sort criteria)............................................. 380
Creating a campaign (associating completion codes)............................................................. 381
Creating a campaign (associating addresses)........................................................................ 381
Creating a campaign (finish criteria)...................................................................................... 382
Creating a campaign (processing parameters)....................................................................... 383
POM ports and licenses....................................................................................................... 384
Chapter 25: Campaign Attributes........................................................................................ 388
Campaign Attributes overview.............................................................................................. 388
Manage campaign attribute page field descriptions................................................................ 388
Add new campaign attribute page field descriptions............................................................... 389
Adding new campaign attribute............................................................................................. 389
Edit campaign attribute page field descriptions...................................................................... 389
Editing a campaign attribute................................................................................................. 390
Deleting a campaign attribute............................................................................................... 390
Chapter 26: Campaign Restrictions.................................................................................... 391
Campaign Restrictions overview........................................................................................... 391
Campaign restrictions page field descriptions........................................................................ 391
Chapter 27: Purge Schedules.............................................................................................. 393
Purge schedule configuration page field descriptions............................................................. 393
Purging campaign data........................................................................................................ 394
Purging import data............................................................................................................. 394
Chapter 28: Rule Editor........................................................................................................ 395
Rule Editor overview............................................................................................................ 395
Creating a rule.................................................................................................................... 396
Create Rule page field descriptions....................................................................................... 397
Rules page field description................................................................................................. 402
Global Rule Default Order page field description.................................................................... 403
Display campaigns associated for rule page field description.................................................. 404
Chapter 29: Callback Manager............................................................................................. 405
Purpose
This document provides general information and procedures for using Avaya Proactive Outreach
Manager.
This document is intended for users who use Avaya Proactive Outreach Manager.
Change history
Warranty
Avaya Inc. provides a one-year limited warranty on hardware and 90-day limited warranty on
Proactive Outreach Manager. Refer to your sales agreement or other applicable documentation to
establish the terms of the limited warranty. In addition, Avaya’s standard warranty language as
well as details regarding support for Proactive Outreach Manager, while under warranty, is
available on the Web site at https://sales.avaya.com.
Note:
The Not Ready state on the POM Home page also includes the Pending
Not Ready agents.
Save The button to save the changes.
Note:
If you create a custom role using POM Campaign Manager as the base role and assign the
Add Campaign Strategy privilege to the custom role, the system automatically assigns the
Change Campaign Strategy privilege. However, the system does not indicate the change on
the screen.
If you assign the Change Campaign Strategy privilege to the custom role, the system does not
automatically assign the Add Campaign Strategy privilege.
Contacts
Roles and POM POM Org POM POM Org POM
privileges Administration Campaign Campaign Supervisor Supervisor
Manager Manager
Contact List
Add Contact No Yes Yes No No
List
Change No Yes Yes No No
Contact List
Delete Contact No Yes Yes No No
List
Empty Contact No Yes Yes No No
List
Associate No Yes No No No
Organizations
with Contact
Lists
Associate No Yes No No No
Attributes with
Contact Lists
Show All No Yes Yes No No
Contacts
Run Now No Yes Yes No No
Contact Data No Yes Yes No No
Sources
Add Contact No Yes Yes No No
Data Source
Change No Yes Yes No No
Contact Data
Source
Delete Contact No Yes Yes No No
Data Source
Schedule No Yes Yes No No
Contact Data
Source
Contact Attributes
Add Contact No Yes Yes No No
Attributes
Change No Yes No No No
Contact
Attributes
Table continues…
DNC
Roles and POM POM Org POM POM Org POM
privileges Administration Campaign Campaign Supervisor Supervisor
Manager Manager
DNC List
Add DNC List No Yes Yes No No
Change DNC No Yes Yes No No
List
Delete DNC No Yes Yes No No
List
Empty DNC List No Yes Yes No No
Show All No Yes Yes No No
Addresses
Add DNC Data No Yes Yes No No
Source
Change DNC No Yes Yes No No
Data Source
Delete DNC No Yes Yes No No
Data Source
Run Now No Yes Yes No No
Schedule DNC No Yes Yes No No
Data Source
List DNC No Yes Yes No No
Addresses
Add DNC No Yes Yes No No
Addresses
Delete DNC No Yes Yes No No
Addresses
Search DNC No Yes Yes No No
Addresses
List DNC Groups
Table continues…
Configurations
Roles and POM POM Org POM POM Org POM
privileges Administration Campaign Campaign Supervisor Supervisor
Manager Manager
Data center configuration
Add data center Yes No No No No
group
Edit data center Yes No No No No
group
Delete data Yes No No No No
center group
POM Servers
Add POM Yes No No No No
Server
Change POM Yes No No No No
Server
Delete POM Yes No No No No
Server
Change POM Yes No No No No
Global Settings
POM Manager Yes No No No No
Start POM Yes No No No No
Server
Stop POM Yes No No No No
Server
Outbound Yes No No No No
Settings
Add Voice Yes No No No No
Server
Table continues…
Agents
Roles and POM POM Org POM POM Org POM
privileges Administration Campaign Campaign Supervisor Supervisor
Manager Manager
Agent Address Book
Add Contact No Yes Yes No No
Change No Yes Yes No No
Contact
Delete Contact No Yes Yes No No
Agent Scripts
Add Agent No Yes Yes No No
Script
Change Agent No Yes Yes No No
Script
Delete Agent No Yes Yes No No
Script
Agent Attributes
Add Agent No Yes Yes No No
Attribute
Change Agent No Yes Yes No No
Attribute
Delete Agent No Yes Yes No No
Attribute
Agent Configuration
Add Agent No No No No No
Delete Agent No No No No No
Import Agent No No No No No
Agent To No No No No No
Organization
Assignment
Agent Group Configuration
Create Agent No No No No No
Group
Edit Agent No No No No No
Group
Table continues…
Supervisor
Roles and POM POM Org POM POM Org POM
privileges Administration Campaign Campaign Supervisor Supervisor
Manager Manager
Agent Group Assignment
Change Agent No No No No No
Group
Assignment
POM Monitor
Roles and POM POM Org POM POM Org POM
privileges Administration Campaign Campaign Supervisor Supervisor
Manager Manager
Campaigns View
Pause No Yes Yes Yes Yes
Campaign
Resume No Yes Yes Yes Yes
Campaign
Stop Campaign No Yes Yes Yes Yes
Contacts Data Import View
Pause Contacts No Yes Yes Yes Yes
Data Import
Resume No Yes Yes Yes Yes
Contacts Data
Import
Stop Contacts No Yes Yes Yes Yes
Data Import
DNC Data Import View
Pause DNC No Yes Yes Yes Yes
Data Import
Resume DNC No Yes Yes Yes Yes
Data Import
Stop DNC Data No Yes Yes Yes Yes
Import
Table continues…
Adding users
Procedure
1. In the navigation pane, click User Management > Users.
2. On the Users page, click Add.
Experience Portal displays the Add User page.
3. In the Name field, type the user name.
You can type maximum 40 characters.
4. Click one of the following:
• Yes to enable access to Experience Portal.
• No to disable access to Experience Portal.
5. Select the Roles check box to assign a predefined role to a user.
2. On the Users page, click the user name for which you want to modify roles.
3. Click one of the following:
• Yes to enable access to Experience Portal.
• No to disable access to Experience Portal.
4. In the Roles area, select or clear the required check boxes to assign or remove predefined
roles.
5. In the Password field, type the password to access your account.
6. In the Verify Password field, retype the password.
7. Select the Enforce Password Longevity check box to change the password when you
log in to Experience Portal.
8. Click Apply.
9. Click Save.
6. Click Continue.
7. From the Add New Role list, select the privileges that you want to add to the created role.
8. Click Apply.
9. Click Save.
Licensing overview
The Experience Portal Management System (EPM) contacts an Avaya WebLM server regularly to
determine the number of licenses that are authorized for the system.
The EPMS plug-in gets the licenses from Avaya Aura® Experience Portal and distributes them
periodically and equally between all online Avaya Aura® Experience Portal servers.
Name Description
Mode The mode of the data center. POM supports the
following modes:
• Active: Indicates that the POM servers in the data
center manage the outbound campaigns.
• Standby: Indicates that the POM servers are in
the hot stand by mode and do not manage the
outbound campaigns.
Configure EPM Servers
EPM Servers The list of EPM servers configured on Avaya Aura®
Experience Portal.
EPM Ip Address The IP address of the EPM servers configured on
Avaya Aura® Experience Portal.
EPM User Name The user name of EPM.
EPM Password The password for the EPM user.
Before attempting a contact, Campaign Manager refers the rule engine to check whether the rule
engine has restricted the attempt by any system or user configured rule.
If you install POM as a multiple server configuration, then only one rule engine is in the active/
master state, and others are in the dormant state.
POM Web services
The system installs web services as a part of POM server and accesses the web services from the
external applications. POM Pluggable Data Connector (PDC) uses web services to interface with
POM. You can use the Web services to access various contact attributes to play personalized
prompts or make certain decisions in the application flow.
Agent Manager
POM Agent Manager (PAM) is a Linux service that manages agent operations. You can either
have agent-based campaigns or agent-less (notification) skill-based campaigns.
By default, the Agent Manager allocates 1536 MB memory, which can be utilized for up to 500
agents. If you want to run more than 500 agents, say up to 1000 agents, then you must increase
this memory to 3GB. To change Agent Manager memory allocation, you must run
updateAgentManagerMemory.sh script from $POM_HOME/bin folder.
PAM is responsible for distributing licenses to all voice-based campaigns. The high-level functions
of PAM include:
• Manages agent allocation and state for campaigns.
• Manage agents in a blended job. Only CC Elite configuration supports this module.
• Update the POM database with current agent related information for reporting and HA related
functionality.
• Distribute the preview and predictive agent licenses among running agent-based campaigns
and distributing outbound ports to voice notification campaigns.
• Support High Availability in case of system failures.
• Support real-time commands from POM Monitor such as minimum agents, priority, or agent-
based commands such as Forced Logoff.
Nailer CCXML application
To speed-up the process of connecting to customer call with agents, POM keeps the agent on a
continuous call. This continuous call is known as nailing. This application takes care of the agent
call control flow. An available agent is nailed at the beginning of the call session when the agent
gets attached to a job.
POM helps to enhance the agent performance by delaying the un-nailing of an agent. When the
system detaches the agent from a job, the system does not terminate the agent nailing. The next
job also uses the same nailing session. In some cases, as a result of agent optimization, the
system can nail the agent by a different application assigned to the job.
POM does not support multiline appearance on agent phones and does not check the agent
phone status for off-hook/on-hook before launching the nail-up call.
POM does not support hold on nailed calls. It does not check the agent phone status for hold/un-
hold during the nail-up. The agent must ensure that the nailed call is not put on hold to avoid
nuisance, silent, or abandoned calls to customers.
Field or Description
Button
Host The IP address or the host name of the POM server.
Address
Note:
Enter the IP address in the specified format of xxx.xxx.xxx.xxx.
Trace Levels The default POM trace levels can be used for monitoring.
The options are:
• Use POM Settings: The POM server uses the default trace settings specified on the
POM Settings page. Using these settings, you can specify the trace levels for all POM
servers.
• Custom: The POM server uses the trace settings for the specific POM server. To view
these settings, select a POM server from POM Server Name.
Certificates Provides a link to export the certificate.
Add Opens the Add POM server page.
Delete Deletes the selected POM server. You can select POM servers using the check box next
to the POM server name.
Note:
You cannot delete a POM server until you stop all POM services. If you have
associated any campaign with the POM server on Campaign Creation Wizard page,
and you try to delete the POM server, the system displays a warning “Cannot
delete the Voice servers associated with Campaigns!".
You must first remove the association of POM server from Campaign Creation
Wizard page, and then delete the POM server. In case you single server deployment,
you must delete the campaign first before deleting the POM server.
POM Opens the POM Global Settings page through which you can change the global settings
Settings for all POM servers.
Outbound Displays the list of voice servers. Based on your user role, you can enter the voice server
Settings password for outbound calls.
POM Provides options to start or stop the POM servers connected to EPM.
Manager
5. Click Continue.
The POM certificate details are displayed.
6. Select Check the Trust this certificate check box to authenticate the certificate to
establish communication between the POM server and EPM.
The POM certificates are used for identifying the POM servers connected to a specific
Avaya Aura® Experience Portal system. The POM certificates are located on each POM
server. These certificates are retrieved by the primary EPM while adding a POM server
and stored in a certificate store on EPM.
7. (Optional) Click the Categories and Trace level link.
You can select to use the POM settings or the customized settings for the trace levels
using the option button.
8. Click Save.
9. Restart the server for the changes to take effect.
Procedure
1. In the navigation pane, click POM > POM Home.
2. On the POM Home page, click Configurations > POM Servers.
3. On the POM Servers page, select the POM server you want to edit by clicking on the name
of the server.
Note:
You cannot edit the name of the POM server.
For changing the IP address of Avaya Aura® Experience Portal, see Administering Avaya
Aura® Experience Portal.
4. To update the POM server IP address or hostname, you must reissue the POM certificate
based on the new IP address and hostname, and then trust the new certificate in EPM.
a. Open a ssh session on the host EPM server with root privileges.
Important:
If you have the database server installed on a local server, run the
$POM_HOME/bin/installDB.sh first and do not recreate the POM schema. In
production environment, do not install POM database schema on local
PostgreSQL.
b. Stop the vpms service by typing service vpms stop and stop the POM service
using service pom stop.
c. Run $POM_HOME/bin/do_UpdatePOMCerts.
d. Update the POM’s copy of EPM certificate by selecting Yes.
e. Reissue POM certificate carrying new IP and the hostname (if changed). by selecting
Yes.
If you are changing the IP address or hostname of the primary POM server, run
$POM_HOME/bin/installDB.sh to reconfigure the database connection.
When you run the $POM_HOME/bin/installDB.sh again ensure you,
• Select the same Contact Center mode that you used earlier.
For example, if you installed POM in the None mode, ensure that you select the
None mode after you rerun the $POM_HOME/bin/installDB.sh.
• Do not recreate the database schema.
• If you change the IP address of the database server, change the IP address
f. In the navigation pane, click POM > POM Home > Configurations > POM Servers.
g. Click the POM server that you want the edit.
h. Change the POM server IP address. You cannot change the hostname through the
user interface.
Note:
A similar certificate is displayed while installing POM. The displayed certificate must
be identical to the certificate established during the installation of POM.
Categories You can use these to monitor POM. You can select to use the default POM settings or
and Trace have custom settings defined. You can have the levels as:
Levels
• Off
• Fine
• Finer
• Finest
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Field or Description
Button
You can monitor the trace levels for:
• Campaign Director
• Campaign Manager
• Agent Manager
• ActiveMQ Manager
• Web Tracer
• Web Service Tracer
Note:
Restart the POM server for all changes to take effect.
Save The button to save the changes.
Note:
You cannot change the name once specified.
IP Address Displays the IP address or hostname of the primary or auxiliary EPM associated with
the primary POM server .
Note:
You cannot edit the IP address or hostname once specified.
User Name Use to specify a Avaya Aura® Experience Portal Web administrator user name to
connect to the primary or auxiliary EPM associated with the primary POM server.
Note:
Ensure that the user has EP web services role and the outcall feature is
enabled.
Password Use to specify a Avaya Aura® Experience Portal Web administrator password to
connect to the primary or auxiliary EPM associated with the primary POM server.
Note:
Ensure that the password does not have any of the following special characters:
~, `, !, ;, \.
Button Description
Import To import a new certificate.
Fetch To fetch a new certificate.
In a multiple POM server setup, if the allocated CD or AM fails, any other running CD or AM
manages the zone. The system displays the running CD or AM as the current CD or AM for the
specific zone. When the allocated CD or AM starts functioning, it resumes the zone management
and the system displays the allocated CD or AM as the current CD or AM.
If the allocated CD or AM values are empty you cannot allocate a CD or AM to any zone. To
allocate CD or AM, add at least one POM server.
If no CD or AM is there serving the zone, the value for the current CD or AM is displayed as None.
For more information about creating and managing zones, see Avaya Aura® Experience Portal
documentation.
• If you delete an organization, all licenses of the organization move to the Unallocated pool.
The licenses are not shared or distributed automatically to other organizations.
• If you increase the System capacity, then the system does not automatically reassign the
licenses to zones and organizations. The extra licenses are displayed as Unused licenses. If
required, you can manually reassign the licenses.
• If you decrease the System capacity, then the licenses are automatically proportionately
reduced from all zones and organizations within the zones.
Note:
In POM, you can configure only one Automated Call Distributor
(ACD).
CM Login Displays the user name to log in to Avaya Aura® Communication
Manager.
AES IP Address Displays the IP address of the system where you installed
Application Enablement Services.
AES Secure Connection Specifies whether the connection to AES is secure.
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CMS Configuration
Field or Button Description
Server Name Displays a unique name for the CMS server.
Server IP address Displays a unique CMS server IP address.
Server IP Port Displays the port number on which POM listens to the CMS server.
Server Role Displays as either Standby or Active. You can have only one active
role.
Action Use the Delete icon to delete the CMS details. You can delete only
the CMS servers that are in the Standby role.
Add CMS Configuration Use to add the CMS server configuration.
Filters
Field or Button Description
Skillset Name Use the drop-down list to select one of the following queries:
• All
• Contains
• Starts with
After selecting the query, specify the search string for skill in the text
box.
This parameter is used for pacing.
Skillset Type Use the drop-down list to select one of the following queries:
• Inbound
• Outbound
• Attribute
This parameter is used for pacing.
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Note:
The agent that is marked for release is released only when the
current call of the agent is over. You can set the release
threshold to 1.
For EWT, set the value of Agent Release Threshold in
seconds.
Agent Release Interval (seconds) The interval between successive release of agents. If a skill is in
trouble, blender notifies agent manager to release a particular
agent. However, it might take some time for agent to be actually
unnailed as the agent might be attending the call. Also after the
agent is unnailed and starts taking inbound calls it might take some
time for the skill to appear in good shape. Hence if the release
interval is not specified, blender might end up releasing all agents to
inbound. This parameter is used for blending.
Monitor for Blend Displays whether the inbound skill is enabled for blending.
Monitor for Pacing Displays whether the inbound skill is enabled for pacing.
If you disable the skill for pacing, while the skill-based campaign is
running, the changes do not take effect immediately on the running
campaign. You must stop the skill-based campaign manually and
change the skill being monitored from the campaign strategy.
Zone Name Displays the zone blender name that monitors the selected skill.
Action Use the Delete icon to delete the skill mapping details. You cannot
delete the skill if the skill is associated with a campaign strategy.
Add Skill Use to map CC Elite skill number to a user specified POM skill
name. This parameter is used for pacing.
Note:
Ensure that this port number is same as the port number configured on
CMS server in the RT socket configuration.
Server role The drop-down list to select the Active or Standby role. You can have only
one active CMS server role and you cannot delete the active role.
Agent Thrashing Interval Specify the thrashing intervals. Thrashing time prevents the blend agents
(seconds) getting thrashed between inbound and outbound. If an agent is released/
acquired then the agent cannot again be acquired/released before the
thrashing time as this can cause the agent moving between inbound and
outbound too frequently causing his productivity to decline.
Save The button to save the changes.
Note:
Ensure that this port number is same as the port number that
is configured on CMS server.
Server Role The drop-down list to select the Active or Standby role. You can
have only one active CMS server role.
Save The button to save the changes.
Note:
If you upgrade POM from previous version to POM 3.0.4, and if
EWT was used as a parameter for either blending or pacing,
then after upgrade, the EWT value will be defaulted to
Expected Wait Time (High) to ensure backward compatibility.
Agent Acquire Threshold This field is used to configure agent Acquire threshold. When
inbound call traffic is below the Acquire threshold, the inbound skill
is in good shape and if any blend agents were previously released
to inbound, the system can acquire those agents for outbound. This
parameter is used only for blending.
Table continues…
Note:
If you upgrade POM from previous version to POM 3.0.4, and if
EWT was used as a parameter for either blending or pacing,
then after upgrade, the EWT value will be defaulted to
Expected Wait Time (High) to ensure backward compatibility.
Agent Acquire Threshold The value indicates that when traffic is below the specified value,
the inbound skill is in good shape and if any blend agents were
released, the system can acquire the agents. This parameter is
used for blending.
For example, if the agent acquire threshold value is 20 and the
current Queue Length is less than 20 and any blend agents are
released, the system can acquire the agents.
Agent Release Threshold The value indicates that when the traffic is above the value the skill
is in bad shape and if there are any blend agents, having the skill in
question, those agents must be released from outbound to enable
them to take up inbound calls. This parameter is used for blending.
For example, if the agent release threshold value is 30 and the
current Queue Length is more than 30, the system can release the
agents.
Agent Release Interval (seconds) The interval between successive release of agents. If a skill is in
trouble, blender notifies agent manager to release a particular
agent. However, it might take some time for agent to be actually
unnailed as the agent might be attending the call. Also after the
agent is unnailed and starts taking inbound calls it might take some
time for the skill to appear in good shape. Hence if the release
interval is not specified, blender might end up releasing all agents to
inbound. This parameter is used for blending.
Monitor for Blend Displays whether the inbound skill is enabled for blending.
Monitor for Pacing Displays whether the inbound skill is enabled for pacing.
Save The button to save the changes.
Button Description
Save Click to save the Oceana server details.
Cancel Click to discard the new server entry and return to
the Oceana Server page.
For more information on running agent-based campaigns using AACC, see Avaya Aura® Contact
Center – Proactive Outreach Manager Integration.
Note:
System does not allow you to delete the context store server if
any of the campaign is enabled to push the data to the context
store server and if this is the only server configured in the
system.
Note:
Ensure that the Context Store server certificate has been added to the POM Trust Store.
Button Description
Add To add a context store server.
Note:
There is a secure communication between the
Context Store server and POM. So you must
configure the Context Store server certificate to
POM Trust store. For more information, see
the POM trusted certificate management
section in Implementing Proactive Outreach
Manager. If the Oceana server is deployed in a
Cluster, you must add certificate of all the
nodes of Context Store server to the POM trust
store.
Button Description
Save To save the context store server details.
Cancel To discard the new server entry and return to the Context
Store Server page.
POM provides shipped applications that you can use for different types of campaigns. These
applications help you to setup the notifications you want to play when the call is answered. You must
define and configure the applications when you install POM. For more information about configuring
the applications, see Implementing Avaya Proactive Outreach Manager. After you configure these
applications based on your requirement, you can use the applications while creating a campaign
strategy for specific campaigns.
The following are the shipped applications:
• AvayaPOMAgent
• AvayaPOMAnnouncement
• AvayaPOMEmail
• AvayaPOMNotifier
• AvayaPOMSMS
• Nailer
• PomDriverApp
Note:
All application names are case-sensitive. POM 3.0.3 and above does not support external load
balancers for Nailer and AvayaPomDriver applications.
AvayaPOMAgent
Use AvayaPOMAgent to transfer the call after playing a recorded welcome message, followed by a
simple notification text (TTS). The transfer is blind and the application exits after transferring the call.
The notification text is optional for this application. Configure this application as a POM:Application
type in EPM with name as AvayaPOMAgent. The welcome message is optional. You can specify the
welcome message using Configurable Application Variables (CAV) while configuring the application
in EPM.
Avaya recommends that you provide a welcome message as there can be some delay in retrieving
the notification text in load scenarios. This delay might lead to a silence before the system plays the
notification text. A welcome message prevents this silence. The system retrieves the notification text
using an internal web service call. If an error occurs in retrieving this text, the application tries the
secondary web service URL and then directly jumps to transfer.
You can use this application only with a POM campaign and does not work as a standalone
application. A special node for this application AvayaAgent is provided in the campaign strategy
under Applications. Specify the ID of the text and the number to transfer to VDN in the properties for
the AvayaAgent node. You can provide tel:AvayaPOMAgent as the destination. If you do so, then
the calls are transferred to a POM agent nailed to the respective campaign. Ensure that you
configure the Avaya Aura® Experience Portal system and Campaign Manager properly for transfers
before using this application. You must configure this application in EPM with name as
AvayaPOMAgent and no other name works.
You can use two optional CAVs, namely, DNC Digit and DNC Result Prompt for enabling the opt-out
mechanism.
The DNC Digit is a number and if the contact presses this number (DTMF digit) during a call, POM
adds the called number as stored in the contact list to the POM DNC list, without the dialing prefix, if
any. You can mention any number between 0 and 9.
The DNC Result prompt is a wav file that POM plays out to the contact on successful addition to the
DNC list by pressing the DNC Digit while on call.
AvayaPOMAnnouncement
Use AvayaPOMAnnouncement for announcement type of campaigns. You can use the application
to play pre-recorded prompts. You must upload the pre-recorded prompts (wav files) using CAV
while configuring this application in EPM. Configure this application as a POM:Application type in
EPM and with name as AvayaPOMAnnouncement. On the CAV page for this application, you can
upload prompts for maximum three different languages. Each language has four prompts. The
system plays the four prompts in a sequence one after another. Select appropriate language from
the list of available language codes and upload respective language prompts for that language. Do
not select multiple language codes.
The first four prompts on the page are default prompts. These set of prompts are played in a
sequence one after another if the contact language does not match with any of the selected
languages. The first default prompt (Default Prompt 1) is mandatory, rest all prompts are optional.
You can use this application only with a POM campaign and does not work as a standalone
application. Add a custom application node for this application in the campaign strategy. Specify
AvayaPOMAnnouncement from the drop-down list available for the Application property of the
custom node.
You can use a few optional CAVs, namely, DNC Digit and DNC Result Prompt for enabling the opt-
out mechanism.
The DNC Digit is a number and if the contact presses this number (DTMF digit) during a call, POM
adds the called number as stored in the contact list to the POM DNC list, without the dialing prefix, if
any. You can mention any number between 0 and 9.
The DNC Result prompt is a wav file that POM plays out to the contact on successful addition to the
DNC list by pressing the DNC Digit while on call. The DNC Result Prompt is available per language.
AvayaPOMEmail
Use AvayaPOMEmail to send an email message. Configure this application as an email type in
EPM with name as AvayaPOMEmail. AvayaPOMEmail does not work as a standalone application.
A special node for this application AvayaNotify is provided in the campaign strategy under
Applications. Specify the ID of the text in the TextId property of the AvayaNotify node. You must
configure the application in EPM.
AvayaPOMNotifier
Use AvayaPOMNotifier to play a recorded welcome message followed by a simple notification text
(TTS). Configure this application as a POM:Application type in EPM with name as
AvayaPOMNotifier. The welcome message is optional. You can provide the welcome message using
PomDriverApp
This is a system application of POM which manages execution of calls for a POM campaign. The
application launches the calls and then connects the called party to an appropriate application you
specify in the campaign strategy based on the outcome of the call. Configure this application as a
POM: Driver type in EPM with name as PomDriverApp. Since all POM applications are child nodes
of this application, you need to specify resources like TTS, required by the children applications in
the configuration of PomDriverApp in the EPM. You can configure multiple driver applications with
same URL, but with different names and resources. Choose right resources required by the
campaign by selecting the driver application in the Driver Application property of the Call node in the
campaign strategy.
When POM places a successful call, a timer called the 'Start of voice timeout' is started. The default
value of this timer is 2000 milliseconds. If POM does not receive the 'start of voice' event within this
duration, POM initiates Answer Human treatment as specified in the campaign strategy. If POM
receives the ‘start of voice’ event within this duration, POM starts another timer called ‘live voice
timeout'. The default value of this timer is 1800 milliseconds. If POM receives the ‘live voice’ event
within this duration, then it initiates Answer Human treatment immediately as specified in campaign
strategy. If POM does not receive the ‘live voice' event within this duration, it initiates Answer Human
treatment as specified in campaign strategy after the timeout.
If POM detects live voice event after the Answer Human treatment starts, POM updates the
completion code (Answer_Human) in the database and continues with the Answer Human
treatment. If POM receives ‘Answer Machine’ event after the Answer Human treatment starts, the
driver application waits for the end of machine greeting. On receiving the ‘end of message’ event, it
terminates the Answer Human treatment and initiates Answer Machine treatment as specified in
campaign strategy.
If you disable the compliance timers, then POM driver application waits for result of call classification
till CCA timeout configured in the Campaign Creation Wizard before starting any call treatment. If
POM receives result of call classification within this duration, then it initiates 'Answer Human' or 'Call
Answered' treatment as specified in campaign strategy. If POM does not receive the result of call
classification within this duration, then it initiates 'Answer Human' or 'Call Answered' treatment as
specified in campaign strategy after the timeout.
Note:
If the Answer Human treatment is application type then the specified application is played on the
customer call. If the answer human treatment is agent type then POM driver application informs
the agent manager to connect the customer call to the best available agent. If no agent is
available to connect with the call, then the agent manager informs the driver application to play
the nuisance application configured in the campaign strategy.
Name Description
DNC Digit [0,1,2,3,4,5,6,7,8,9] The digits to be pressed by the customer to place
the customer in a DNC list.
DNC Result Prompt The prompt to be played after the customer is
successfully added to the DNC list.
Welcome Message File The first prompt played to the customer when the
call starts.
Name Description
DNC Digit [0,1,2,3,4,5,6,7,8,9] The digits to be pressed by the customer to place
the customer in a DNC list.
Default Prompt 1 To upload the first default prompt that POM plays if
the contact language does not match with any of
the selected languages. Upload the prompt in
a .wav file. This is a mandatory prompt.
Default Prompt 2 To upload the second default prompt that POM
plays if the contact language does not match with
any of the selected languages. Upload the prompt
in a .wav file. This is an optional prompt.
Default Prompt 3 To upload the third default prompt that POM plays if
the contact language does not match with any of
the selected languages. Upload the prompt in
a .wav file. This is an optional prompt.
Default Prompt 4 To upload the forth default prompt that POM plays if
the contact language does not match with any of
the selected languages. Upload the prompt in
a .wav file. This is an optional prompt.
Default DNC Result Prompt The prompt to be played after the customer is
successfully added to the DNC list.
Language 1 The first language in which the prompts will be
played.
Table continues…
Name Description
Language 1 - Prompt 1 To upload the first prompt that POM plays for the
selected language. Upload the prompt in a .wav
file.
Language 1 - Prompt 2 To upload the second prompt that POM plays for
the selected language. Upload the prompt in
a .wav file.
Language 1 - Prompt 3 To upload the third prompt that POM plays for the
selected language. Upload the prompt in a .wav
file.
Language 1 - Prompt 4 To upload the forth prompt that POM plays for the
selected language. Upload the prompt in a .wav
file.
Language 1 - DNC Result Prompt The prompt to be played after the customer is
successfully added to the DNC list. This prompt is
played in the selected language.
Language 2 The second language in which the prompts will be
played.
Language 2 - Prompt 1 To upload the first prompt that POM plays for the
selected language. Upload the prompt in a .wav
file.
Language 2 - Prompt 2 To upload the second prompt that POM plays for
the selected language. Upload the prompt in
a .wav file.
Language 2 - Prompt 3 To upload the third prompt that POM plays for the
selected language. Upload the prompt in a .wav
file.
Language 2 - Prompt 4 To upload the forth prompt that POM plays for the
selected language. Upload the prompt in a .wav
file.
Language 2 - DNC Result Prompt The prompt to be played after the customer is
successfully added to the DNC list. This prompt is
played in the selected language.
Language 3 The third language in which the prompts will be
played.
Language 3 - Prompt 1 To upload the first prompt that POM plays for the
selected language. Upload the prompt in a .wav
file.
Language 3 - Prompt 2 To upload the second prompt that POM plays for
the selected language. Upload the prompt in
a .wav file.
Table continues…
Name Description
Language 3 - Prompt 3 To upload the third prompt that POM plays for the
selected language. Upload the prompt in a .wav
file.
Language 3 - Prompt 4 To upload the forth prompt that POM plays for the
selected language. Upload the prompt in a .wav
file.
Language 3 - DNC Result Prompt The prompt to be played after the customer is
successfully added to the DNC list. This prompt is
played in the selected language.
Name Description
Body Attribute Name The contact list attribute in which the email body of
the customer reply will be stored with a limit of 3000
characters. You must use this for 2 - way email and
only if you want to store the body of the email reply.
Campaign Name Name of the campaign in which the application is
used.
Completion Code The completion code to be updated on receipt of
email reply.
Subject Attribute Name The contact list attribute in which the subject of the
customer reply will be stored with a limit of 3000
characters. You must use this for 2 - way email and
only if you want to store the subject of the reply. If
you configure this CAV with a valid contact list
attribute, then only the contact list gets updated.
Else, only the completion code provided in the CAV
is updated for 2 - way email.
Web Service IP Address or FQDN The IP address or FQDN of server where
VP_POMSysAPIService is hosted. This is a
mandatory field.
Name Description
DNC Digit [0,1,2,3,4,5,6,7,8,9] The digits to be pressed by the customer to place
the customer in a DNC list.
DNC Result Prompt The prompt to be played after the customer is
successfully added to the DNC list.
Error Message Prompt File The file containing the error message to be played
in case AvayaPOMNotifier is unable to fetch the
notification text.
Welcome Message Prompt File An optional prompt which is played to the customer
before playing the notification text.
Name Description
Attribute Name The contact list attribute in which the SMS reply will
be stored. You must use this for 2 - way SMS and
only if you want to store the SMS reply.
Campaign Name Name of the campaign in which the application is
used.
Completion Code The completion code to be updated on receipt of
SMS reply.
SMS Dialing Code to Ignore The possible phone prefix added by the operator or
the SMS prefix added by POM should be provided
as a comma separated list in SMS Dialing Code to
Ignore CAV. This will be used for address matching
while processing SMS reply, or sent notification, or
delivery receipt.
Web Service IP Address or FQDN The IP address or FQDN of server where
VP_POMSysAPIService is hosted. This is a
mandatory field.
Campaign settings
Field or Button Description
Weekend days The days of the weekend for a campaign. You can
set days as weekend days. In the campaign
strategy, this value is used to determine the week
days if the weekdays only property is set in the
address node. The default value is Sunday.
Maximum allowed nuisance rate In case of non-agent campaigns, if POM detects a
live voice for the call and, if the first prompt is not
played within 2 seconds, then POM treats the call
as a silent or nuisance call. In case of agent-based
campaigns, if POM detects a live voice for the call
and does not find an agent in 2 seconds, then POM
treats the call as a silent or nuisance call. The
POMDriver application records the offsets of the
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Note:
If the preview time is configured in campaign
strategy, then POM ignores the Maximum
preview time (min) value configured under
global configurations.
POM Monitor Interval Data retention period This parameter decides which interval data must be
(min) retained. POM deletes interval data before
configured value from current time. The minimum
and the maximum values are 62 minutes and 2880
minutes respectively. The default value is 62
minutes.
Note:
If you make any change to the POM Monitor
Interval Data retention period (min), you
must restart the Campaign Director for the
changes to take effect.
POM Monitor refresh interval (sec) This parameter decides after what time data in
POM real time monitor is refreshed. The minimum
and the maximum values are 2 seconds and 120
seconds respectively. The default value is 10
seconds.
Table continues…
Callback settings
Field or Button Description
Enable time restriction Enable time restriction is a flag to indicate whether
to apply time restriction for callback or not. If you
enable the flag, you can monitor the guard time of
the call node of the selected campaign strategy and
the guard time of the phone format based on the
geographical location of the contact number before
dialing a callback to customer. The default value is
false.
Default end time offset (min) To specify the time in minutes for default callback
expiry. After the specified time, POM does not
callback the given contact. The default value is 30
minutes and the minimum and the maximum values
are 5 and 1440 respectively.
Retry time (min) To specify the time in minutes for default callback
retry time. POM postpones the callback for the
specified time period for the given contact. The
default time is 30 minutes and the minimum and the
maximum time is 5 and 360 respectively.
Pre interval time (min) To specify the time in minutes before scheduled
time that the callback must be picked up. The
default time is 2 minutes and the minimum and
maximum values are 1 and 30 respectively.
Maximum in queue time (min) The Campaign Manager releases any callback that
is in Callback_In_Queue state after the specified
time. The Campaign Manager also marks the
contact as Attemp Timeout, to release the outbound
port. The default value is 30 minutes and the
minimum and the maximum values are 5 and 60
respectively.
Maximum preview time (sec) To specify the maximum preview time for callback in
seconds. The default value is 45 seconds and the
minimum and the maximum values are 0 seconds
and 300 seconds respectively.
Note:
If you set the callback preview time to 0
seconds, then the agent cannot cancel the
callback.
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Pacing settings
Field or Button Description
Initial call hit rate This parameter is applicable only for cruise control
and ECR pacing. The value you specify here is
used as an initial value for the algorithm to calculate
the hit rate at runtime. The minimum and the
maximum values are 0.01 to 1.0 respectively. The
default value is 0.5. The system uses this value to
process the calls initially for 5 minutes. After 5
minutes, the system calculates the actual hit rate.
Initial handle time (sec) This parameter is applicable only for cruise control
and ECR pacing. The value you specify here
includes the actual call time and the wrapping up
time required for the agent to end the call. The
minimum and the maximum values are 1 second
and 3600 seconds respectively. The default value is
60 seconds.
Contacts settings
Field or Button Description
Global date format The global date format. Use the drop-down list to
choose the date format. The default value is DD-
MM-YYYY hh:mm:ss.
Note:
The date format you select is used for all date
and the time comparisons while doing some of
the POM operations such as contact import,
creating campaign strategy. For example, if
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DNC settings
Field or Button Description
DNC update batch size The number of records after which the DNC records
are committed to the POM database during DNC
import. The default value is 50 and the minimum
and the maximum values are 10 and 2000
respectively.
Apply DNC for callback Apply DNC is a flag for DNC restrictions for
callback. If you select this check box, POM restricts
callbacks scheduled on DNC restricted addresses.
Apply DNC is selected by default.
Enable DNC check for preview dial and redial Select the Enable DNC check for preview dial
and redial to check the contact for DNC before
preview dialing or redial. When you select this
check box, POM updates the agent with an error
message if the call is restricted due to DNC check
while preview dialing or redial.
For backward compatibility, agent manager also
checks the contact address in the existing org
based and common DNC list.
Recorder settings
Field or Button Description
Enable Recorder To enable the recording client.
Enable Secured Connection To enable TLS based secured connection between
POM and the recorder application. When disabled,
POM establishes TCP based unsecured connection
with the recorder.
Recorder port If you set the Enable Secured Connection flag to
true, then POM can start communicating with the
recorder through a secured connection over port
7998. The default port value is 7999 for unsecured
communication.
Agent settings
Field or Button Description
Maximum job waiting duration (min) The maximum job waiting duration (min) is the time
duration in minutes after which the system
generates an alarm for an outbound agent that is
not associated with any job. If an agent is starving
for the job, this alarm gets generated based on this
duration. The minimum and the maximum values
are 10 minutes and 60 minutes respectively. The
default value is 20 minutes.
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Note:
Enable this feature only on Avaya Aura®
Experience Portal 7.2.
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Event settings
Field or Button Description
Send Job State Events If you enable Send Job State Events, then event
SDK starts sending job state events. Job state
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Supervisor settings
Field or Button Description
Agent and supervisor configuration Select this check box to apply the agent and
supervisor configurations. When you select this
check box, POM applies the following changes:
• Agent must log in with an organization. The agent
is able to attach only the campaigns belonging
that organization.
• To view the agents in the "Active Agents" view of
POM Monitor, ensure the user has “POM
Supervisor” or “Org POM Supervisor” role, and
also has agent groups assigned.
• Users with a “POM Supervisor” or “Org POM
Supervisor” role has access to POM Monitor only.
They can see only the agents that are assigned to
them.
• Users with “Administrator” role are able to see all
agents and do not require agent assignment.
• Users that have "Org Administrator" and "Org
POM Supervisor" role can see all agents of their
organization in POM monitor, and do not require
agent assignment.
• User with “POM Campaign Manager” or “Org
POM Campaign Manager” role must have agents
assigned to view agents in the "Active Agents"
view of POM Monitor. For this, administrator must
assign “POM Supervisor” or “Org POM
Supervisor” role to the user.
Miscellaneous settings
Field or Button Description
POM poller polling interval(sec) To specify the POM poller time interval in seconds
after which the POM poller keeps polling the EPM.
POM poller is important for synchronizing various
POM related configurations between POM server
and EPMS plug-in such as licensing information,
POM applications, POM users, and ports. The
default value is 5 and the minimum and the
maximum values are 1 second and 60 seconds
respectively.
Agent script editor auto save time (min) To set the time in minutes when the agent script
editor is saved automatically. The minimum and the
maximum values are 1 minute and 10 minutes
respectively. The default value is 1 minute.
Advanced settings
Field or Button Description
JMS listen port The default value is 51616. You can change the value, but for the changes to take
effect you must make changes to the port number in the ActiveMQ file at
$POM_HOME/apache-activemq-5.10.0/conf/activemq.xml. After making the
changes, you must restart the POM service. For more information, see the Active MQ
documentation at http://activemq.apache.org/xml-configuration.html.
To monitor POM's Active MQ for troubleshooting, use the URL http://<Master
ActiveMQ IP address>:8161. For conflict, you can change the default port. To change
the port you must login to the POM server, type cd $POM_HOME/$POM_ACTMQ_DIR/
conf, and edit jetty.xml to change the port property under connectors node. If you
have more than one POM servers, you must login on every POM server and make the
change.
Pacer base port Using the pacer base port, the Campaign Manager communicates with the pacer
situated within the Agent Manager. The port is specific to a zone and for every zone
you need a different port. The default value is 9995. The minimum value is 1024. At a
time you can have maximum 15 zones. So, 15 ports are used for communication if all
zones are handled by one Agent manager server. For example, if you have a single
box system with 3 Zones, then the ports get assigned to the zones as shown below:
• Zone1: 9971
• Zone2: 9972
• Zone3: 9973
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Note:
When you change the Enable Advanced Guard Time Configuration value and
save it, then you have to clear all the contact lists and reimport the list for
populating phone attribute values such as time zone, state and wireless
according to the changed mapping.
Mark AMD Select this to mark the “AMD Application Played” completion code on termination of
Application application configured to handle Answer Machine. POM does not apply the
Played completion code if the application is transferring the call.
Completion
Code
Protocols and Specify comma separated protocols (sip, sips, or tel) with no spaces in between. For
their Order to try example, you can specify sips,sip. If you prefix the list with a “*”, POM ignores any
for a call protocol included in the URI and attempts only the protocols in this list.
Button or link
Button or Link Description
Reset Click to reset all values on the page to the default values. After the values are reset,
you must apply the changes for the changes to take effect in the POM database.
Apply Click to save and apply the changes made to the global configurations.
The following fields are available only if the area code job for country is in progress and advanced
guard time configuration in global configurations is enabled.
Adding a country
Procedure
1. In the left pane, select POM > POM Home.
2. From the drop-down menu, select Configurations > Phone Formats.
3. On the Manage Country Specific Settings page, click Add.
4. Specify the values in the following fields:
• Country name
• Country code
• Standard phone minimum length
• Standard phone maximum length
• Phone prefix
5. Click Save.
The table lists the Time Zone ids POM uses, internally for display names. These time zone Ids are
used to calculate time zone offset and the daylight saving time for the time zone.
Display Name Time Zone Id
Newfoundland Standard Time Canada/Newfoundland
Atlantic Standard Time Canada/Atlantic
(Daylight)
Atlantic Standard Time SystemV/AST4
EST (Daylight) EST5EDT
EST EST
CST (Daylight) CST6CDT
CST SystemV/CST6
MST (Daylight) MST7MDT
MST MST
PST (Daylight) PST8PDT
PST SystemV/PST8
Alaska Standard Time AST
Hawaii-Aleutian Standard Time US/Aleutian
(Daylight)
Hawaii-Aleutian Standard Time HST
South Australia Australia/South
North Australia Australia/North
4. On the Time Zone Area Code Mapping page, click the area code from the list of time zones
for which to edit the phone starting digits.
5. On the Phone Starting Digits window add or edit the phone starting digits in the text box.
6. Click Save.
3.
On the Manage Country Specific Settings page, click the icon of the country for which
you want to configure the mapping.
The system displays the Import Area Code Mapping tab.
4. In the Import File section, click one of the following :
• Upload CSV File to import area code mappings
• Local File to import area code mappings
If you click Local File to import area code mappings, then enter the local path of the
server.
5. In the Delete Preference for Import section, click one of the following :
• Do not delete previous mappings
• Delete unlocked mappings
• Delete all mappings
6. Click Import.
When the import starts, the system displays the Manage Country Specific Settings page
where you can view the import status for the selected country.
Related links
Import Area Code mapping tab field descriptions on page 123
Name Description
Local Path field to enter the path of the CSV file that you want to
import.
The CSV file must have a single line item for the combination of
each area code and starting digits or it’s range.
The CSV file must be a comma separated file with the following
format:
Area Code, Starting Phone Digits, State, Time
Zone, Daylight Saving Time, Wireless
Delete preference for Import
Do not delete previous To overwrite the previous "unlocked" mappings.
mappings
Delete unlocked mappings To delete the mappings that are marked as “Unlocked” for the
selected country.
Delete all mappings To delete all mappings for the selected country.
Note:
If you select this option, POM deletes both, “Locked” and “Unlocked”
mappings.
Button Description
Choose File To browse to the file to upload.
Import To import the CSV file.
Button Description
Export To export the CSV file.
Download To download the exported file.
6. Click Save to save the default values. To clear the default values, click Clear.
You can configure multiple guard times for a time zone by clicking the icon. You
can also delete a particular time zone entry by clicking the icon.
7. To edit a time zone to guard time mapping entry, do the following:
a. In the Time Zone to Guard Time Mapping section, go to the entry that you want to edit
and click the icon.
b. On Edit Time Zone to Guard Time Mapping page, edit the entries that you want to
change and click Save.
8. To delete a time zone to guard time mapping entry, do the following:
a. In the Time Zone to Guard Time Mapping section, go to the entry that you want to
delete and click the icon.
b. On the Confirm Delete dialog box, click Yes.
Name Description
Start Minute Select the time in minutes when you want to start
the guard time.
End Minute Select the time in minutes when you want to end
the guard time.
You can configure multiple guard times for a state by clicking the icon. You can
6. Click Save.
4. On the Dialing Rules page, click the area code for which to edit the phone starting digits.
5. In the Phone Starting Digits window, add or edit the phone starting digits in the text box.
6. Click Save.
Examples
This topic provides a list of examples for phone formats, dialing rules, reject patterns, and time
zone area code mapping.
Examples for phone formats
POM provides a list of G13 and other countries with the country codes and the phone formats. You
can add a new country with the phone formats to the POM database. Once you add a new country
with the phone formats, you can then apply the other features such as the dialing rules, reject
patterns, and time zone area code mapping to the phone numbers belonging to specific country.
You must provide the country name, country code, standard phone length, and the prefix while
adding a new country.
Examples for reject patterns
You can specify a reject pattern for the phone number at a global level or a country specific
pattern.
Original number After applying reject pattern
For USA [0–1]* POM rejects all numbers starting with 0 or For example, 189–730– (5687)
288–888–8889 Apply a global reject pattern — *8888888* which means any number which
includes 7 eights. So POM does not import the phone number.
998–456–4536 Apply a user defined pattern — 99* which means any number starting with 99. So
POM does not import the phone number.
Examples for time zone and the area code mapping with guard times
You can specify a guard time for the phone number or time zone at a global level.
Time zone Area code Phone starting digits Guard times
EST 521 622 ,623 ,631-634, 637, Sun-Sat 8:00 20:45
638, 641-645, 647, 653,
662
EST (Daylight) 215 Not defined Mon-Sat 8:00 20:45
Sun 13:30 20:45
EST Not defined Not defined Sun-Sat 9:00 19:45
PST 250 237, 239 Sun-Sat 8:00 20:45
Note:
The prefix settings specified in the campaign creation wizard over writes the rules specified in
the dialing rules.
POM uses the dialing rule for US for the following numbers:
Original number Description
308–1236–751 The area code 308 does not match any area code in the dialing rules, so POM
applies the default dialing rule. POM dials the number as 1–308–123–6751.
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Attributes overview
Attributes are the properties of contact data. You can filter the contact data based on attributes.
There are two types of attributes:
• Predefined attributes: Predefined attributes are the built-in attributes. These attributes are
most commonly used attributes and are grouped together. The predefined attributes are:
Attribute name Description Attribute name to be used in import
file header
System Contact Id This unique identification number is N.A.
autogenerated by POM.
Id The unique identification for the Id
contact. Id is a mandatory attribute.
Note:
Id must be the first attribute to be
mentioned in the .csv file.
Title Predefined The salutation that is used before the titlepredefined
first name of the contact. For
example, Mr, Mrs., Dr.
First Name The first name of the contact. firstname
Last Name The last name of the contact. lastname
Address Line 1 The address of the contact. addrline1predefined
Predefined
Address Line 2 The address of the contact. addrline2predefined
Predefined
Address Line 3 The address of the contact. addrline3predefined
Predefined
Address Line 4 The address of the contact. addrline4predefined
Predefined
Address Line 5 The address of the contact. addrline5predefined
Predefined
Phone 1 The primary phone number of the phonenumber1
contact.
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Note:
Predefined attributes are not mandatory attributes while importing. Only the Id attribute is
mandatory. The system internally updates the Last Successful Attempt Time, Last
Attempt Time, and Last Completion Code attributes, and these attributes are not visible
from the contact browser.
• Custom Attributes: Apart from the most commonly used ones, you can set up your own
attributes for any campaign.
To specify the values for the language attribute, refer Supported languages on page 159 for the
allowed values.
To specify values for the time zone attributes, refer Supported time zones on page 159.
You can limit the access to attributes by marking the attributes as private or public. For example,
you can mark the salary attribute as a private attribute.
The attributes created by an Org user are associated only with creator's organization. For
example, a user Joe belonging to the Sales organization (Sales/Joe) creates a custom attribute
CustomerType. This custom attribute is visible only to Sales organization.
A global user can create custom attributes and can mark them as private. The global user can
associate such private attributes with one or more organizations. The global administrator can
create a private custom attribute salary and give explicit permission to HR, and Finance
organization to access this attribute.
Predefined attributes of a contact such as Phone 1, Last Name, are global, and accessible to all
organization users. The global user has access to all attributes. For an organization user, the
private contact attributes associated to the user's organization, and all public attributes, are
accessible while creating campaigns, creating campaign strategies, and creating data sources.
Note:
A global user is a user who does not belong to any organization, and has the POM
Administration and POM Campaign Manager roles. An organization user (Org user) is a user
who belongs to an organization created in Voice Portal or Avaya Aura® Experience Portal, and
has the Org POM Campaign Manager role.
Field or Description
Button
• Read Only for agents
• Masked for agents
Select Use the drop down list to specify the operator you can use to specify the search criteria.
You can use only the equal to (=) operator for datatype, private, read-only for agents, and
masked for agents. If you select name, then you can use:
• Equal to (=)
• Not Equal to (!=)
• in
• like
For example, you can search for a name attribute where name is not equal to currency.
Also, you can search for a private attribute = Yes. The system returns all attributes
marked Private.
Select Use this to specify either Yes or No only for private, read-only for agents, and masked for
agents. This drop down list is unavailable if you select name. If you select datatype, you
van use:
• Integer
• Long
• Float
• Short
• Character
• Boolean
• String
• Phone
• Email
• Date
• Time
• Timestamp
Use to go to the first page.
Records Per Use to specify the number of records to be displayed per page.
Page
Go To Page Use the text box to specify a particular page to navigate.
Go Use to navigate to the specified page number.
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Field or Description
Button
Use to go to the next page.
Note:
If you are using a non-english language, the attribute name is displayed in the
specified language, but while importing, you must specify the value in English. For
example, if you use Chinese for First Name attribute, you can see the attribute name
in Chinese, but when you specify the attribute in a file, you must specify the attribute
names as firstname in English.
Type Displays the attribute type as predefined or custom.
Data Type Displays the data type of the attribute. The minimum and the maximum values for each
data type are:
• INTEGER: The minimum value is -2,147,483,648, and the maximum value is
2,147,483,647 (both values inclusive).
• LONG: The minimum value is -9,223,372,036,854,775,808, and the maximum value is
9,223,372,036,854,775,807 (both values inclusive).
• SHORT: The minimum value is -32,768, and the maximum value is 32,767 (both values
inclusive).
• CHARACTER: A single character is allowed.
• FLOAT: 28 precision and 10 scale. This means 28 characters before the decimal and 10
characters after the decimal point.
Note:
You cannot enter a float value as a combination on numbers and alphabets. For
example, 123.4f is not a valid float value.
• BOOLEAN: The allowed values are TRUE and FALSE, or YES and NO, or T and F, or Y
and N, or 0 and 1.
• STRING: Any string up to 3990 characters.
• PHONE: Valid phone number up to 80 characters. The system has two predefined
attributes; Phone 1 and Phone 2, for specifying the phone number. Use this to specify
an alternate phone number. When you add a phone attribute, POM adds 2 child
attributes, xxx_ctry_code and xxx_tz, where xxx is name of the phone attribute.
• EMAIL: Any string up to 80 characters.
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Field or Description
Button
• DATE: Date in the valid format.
Note:
The date format must match the date part specified in the Global Date Format
field on the Manage Global Configuration page under POM Home >
Configurations > Global Configurations.
For example, to specify a custom attribute, Date_Of_Birth, then use the Date data type.
• TIME: Time in the valid format.
Note:
The time format must match the time part specified in the Global Date Format
field on the Manage Global Configuration page under POM Home >
Configurations > Global Configurations.
For example, to specify a custom attribute, Delivery_Time, then use the Time data type.
• TIMESTAMP: Timestamp in the valid format.
Note:
The timestamp must match with the timestamp part specified in the Global Date
Format field on the Manage Global Configuration page under POM Home >
Configurations > Global Configurations.
For example, to specify a custom attribute, Schedule, then use the Timestamp field.
If you specify the Global Date Format as DD-MM-YYYY hh:mm:ss, then the valid date
format considers DD-MM-YYYY, the valid time format considers hh:mm:ss, and the valid
timestamp considers DD:MM:YYYY hh:mm:ss.
Private Displays whether the attribute is private.
You can use this to restrict access to attributes such as salary. For example, if HR/Joe
creates a salary attribute, then the attribute is Private to the HR organization by default. If
a global user creates a salary attribute, then the global user can mark the attribute as
Private. If marked as Private, no organization can use this attribute, until you associate
the attribute with some organization. The global user can associate the salary attribute
with one or more than one organizations, and only the associated organizations can use
the attribute. If the attribute is not marked as private, all organization users can use it. The
global user can access all attributes regardless of the privacy setting.
Read only Displays if the attribute is read-only or editable for the logged in agents.
for Agents
Masked for Displays if the attribute is masked. If the attribute is masked, the logged in agents cannot
agents see the attribute.
Note:
If you mark any attribute as masked for a running campaign, pause and resume the
campaign so that the attribute displays as masked on the desktop.
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Field or Description
Button
Note:
If you turn multi-tenancy on, you see the Allowed Organizations field. For more information about multi-
tenancy, see the Administering Avaya Aura® Experience Portal guide.
Allowed Lists the different organizations to which the attributes are associated.
Organization
s
Actions You can perform the following actions only for the custom attributes:
• Click to get the details for the attribute.
• Click to associate the attribute with existing organization.
Note:
The is greyed out if you have not marked the attribute as private.
•
Click to delete the attribute.
Note:
You cannot delete the attribute, if the attribute is associated with any of the filtering
criteria of the campaign, or if the attribute is used in database based import, if the
attribute is used in a campaign strategy or used in a campaign restriction. If the
attribute is marked as Private, then users belonging to that organization can delete
the attribute only when no other organization uses it.
Add Use this to add a new attribute. POM supports maximum 900 attributes The total count of
attributes is calculated including pre-defined and the custom attributes on the system.
Note:
For every phone type attribute, POM creates three additional attributes. Out of the
three attributes, two attributes are created for timezone and one attribute for country
code. One of the timezone attribute is for internal use and the system does not
display this attribute on the POM User Interface. POM takes into account this
attribute while calculating the total attributes on POM system.
Add Multiple Use this to add more than one attribute at a time. You can add up to 50 attributes at once.
Generate Use this to generate a .csv template. The file opens in MS Excel and has to be saved as
CSV a .csv. You can create this template by selecting the listed attributes. You can view the
Template predefined attributes and choose to add the predefined or the custom attributes. You can
choose to either open the file or save the file.
You can use this .csv file during the data import and upload the contacts using Upload
Contacts option. You can import files having either ANSI or UTF-8 w/o BOM format.
Note:
If you mark any attribute as read only for a running campaign then it appears as
read only on the desktop from the next contact record.
Masked for Displays if the attribute is masked for agents. The agents cannot see the attribute
agents value on the desktop for masked for agents attributes.
Attribute Displays the organizations associated with the attribute.
Organizations
Attribute used in Displays the database data sources associated with the attribute.
contact data
source Note:
Only if you import the attribute using database, this field shows the data source
name from where it is imported. In all other cases, the system displays the
message No Contact Data Source is associated with this
attribute.
Attribute used in Displays the campaign name associated with the attribute.
campaign
Attribute used in Displays the campaign strategy associated with the attribute.
campaign
strategy
Attribute used in Displays whether the attribute is used in campaign restrictions.
campaign
restrictions
Attribute used in Displays whether the attribute is used in agent scripts.
agent scripts
Note:
If have multitenancy turned on, only then you can mark any attribute as private. If you do not
have multitenancy on, you can mark the attribute as Read Only for agents and Masked for
agents. For more information about multitenancy, see the Administering Avaya Aura®
Experience Portal guide.
Field or Button Description
Attribute Name Displays the attribute name. This field cannot be edited.
Attribute Data Type Displays the attribute data type. This field cannot be edited.
Private Use this selection box to mark the attribute as private.
Read Only for agents Use this selection box to mark the attribute as read only for agents.
The agents cannot change the value of the attributes which are
marked as Read Only for agents from the agent desktop.
Note:
If you mark any attribute as read only for a running campaign
then it appears as read only on the desktop from the next
contact record.
Masked for agents Use this selection box to mark the attribute as masked for agents.
The agents cannot see the Masked for agents attribute value from
the desktop.
Note:
If you mark any attribute as masked for a running campaign,
then the attribute appears as masked on the desktop from the
next contact record.
Save The button to save the changes.
Field or Description
Button
6. !
7. ‘
8. “
9. ;
10. ,
11. #
12. \
13. $
14. %
15. &
16. (
17. )
18. ?
19. <
20. >
21. [
22. ]
23. :
24. *
25. +
26. =
27. -
Note:
Ensure the attribute name does not start with a numeric character or with a special
character. For example, you cannot have an attribute name as "1firstName" or as
“_firstName”.
Select Use the drop-down list to assign the attribute type. In attribute fields having String data
Attribute type, special characters are allowed except single quote (‘) in the data source. POM
Data Type rejects the record if there is any special characters in attribute having data type other than
String and Character. If double quotes is a part of data, then you must use (") as an
escape character and if the character is used as field separator as a part of data, then you
must enclose it in double quotes. For example: Avaya, Tower "XI", Pune, India must be
written as "Avaya, Tower ""XI"", Pune, India".
Private Use selection box to make the attribute private.
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Field or Description
Button
Note:
You see the selection check box only if you have multitenancy turned on. For more
information about multitenancy, see the Administering Avaya Aura® Experience
Portal guide.
Read Only Use this selection box to mark the attribute as read only for agents. The agents cannot
for agents change the value of the attributes which are marked as Read Only for agents from the
agent desktop.
Note:
If you mark any attribute as read only for a running campaign, then it appears as
read only on the desktop from the next contact record.
Masked for Use this selection box to mark the attribute as masked for agents. The agents cannot see
agents the Masked for agents attribute value from the desktop.
Note:
If you mark any attribute as masked for a running campaign, then the attribute
appears as masked on the desktop from the next contact record.
Save Use to add the attribute.
The following table shows the predefined attributes that are case-sensitive and must be mapped:
Attribute Name Name to be used in the method
Id UserContactId
First Name FirstName
Last Name LastName
Phone Number1 PhoneNumber1
Phone Number1 Country Code PhoneNumber1CtryCode
Phone Number1 Time Zone TimeZone
Phone Number2 PhoneNumber2
Phone Number2 Country Code PhoneNumber2CtryCode
Phone Number2 Time Zone PhoneNumber2Tz
Email Email
Language Language
Title TitlePredefined
Address Line1 AddrLine1Predefined
Address Line2 AddrLine2Predefined
Address Line3 AddrLine3Predefined
Address Line4 AddrLine4Predefined
Address Line5 AddrLine5Predefined
Table continues…
Note:
Ensure the attribute name does not start with a numeric
character or with a special character. For example, you
cannot have an attribute name as "1firstName" or as
“_firstName”.
Attribute Data Type Use the drop-down list to assign the attribute type. In attribute
fields having String data type, special characters are allowed
except single quote (‘) in the data source. POM rejects the record
if there is any special characters in attribute having data type
other than String and Character. If double quotes is a part of data,
then you must use (") as an escape character and if the character
is used as field separator as a part of data, then you must enclose
it in double quotes. For example: Avaya, Tower "XI", Pune, India
must be written as "Avaya, Tower ""XI"", Pune, India".
Private Use this selection box to mark the attribute as private.
Read Only for agents Use this selection box to mark the attribute as read only for
agents. The agents cannot change the value of the attributes
which are marked as Read Only for agents from the agent
desktop.
Note:
If you mark any attribute as read only for a running campaign
then it appears as read only on the desktop from the next
contact record.
Masked for agents Use this selection box to mark the attribute as masked for agents.
The agents cannot see the Masked for agents attribute value from
the agent desktop.
Table continues…
The following table shows the predefined attributes that are case-sensitive and must be mapped:
Attribute Name Name to be used in the method
Id UserContactId
First Name FirstName
Last Name LastName
Phone Number1 PhoneNumber1
Phone Number1 Country Code PhoneNumber1CtryCode
Phone Number1 Time Zone TimeZone
Phone Number2 PhoneNumber2
Phone Number2 Country Code PhoneNumber2CtryCode
Phone Number2 Time Zone PhoneNumber2Tz
Email Email
Language Language
Title TitlePredefined
Address Line1 AddrLine1Predefined
Address Line2 AddrLine2Predefined
Address Line3 AddrLine3Predefined
Address Line4 AddrLine4Predefined
Address Line5 AddrLine5Predefined
Country CountryPredefined
Zip Code ZipcodePredefined
Phone 1 State Phonenumber1state
Phone 2 State Phonenumber2state
Phone 1 Wireless Phonenumber1wireless
Phone 2 Wireless Phonenumber2wireless
Adding attributes
Procedure
1. In the left pane, select POM > POM Home.
2. From the drop-down menu, select Contacts > Attributes.
3. Click Add.
4. Specify the Attribute name.
5. Select the data type of the attribute using the drop-down list.
6. (Optional) Use the Private selection check box to make the attribute private.
You can use this to restrict access to attributes such as salary. For example, if HR/Joe
creates a salary attribute, then the attribute is Private to the HR organization by default. If a
global user creates a salary attribute, then the global user can mark the attribute as
Private. If marked as Private, no organization can use this attribute. The global user can
associate the salary attribute with the one or more than one organizations, and only the
associated organizations can use the attribute. If the attribute is not private, all organization
users can use it. The global user can gain access to all attributes regardless of the privacy
setting.
Note:
While adding attributes, if you get an Internal Server error, the error indicates that POM
cannot complete the request before page time out. You can avoid getting the error by
changing the page time out value in the /etc/httpd/conf/httpd.conf file. You
must restart the httpd service, and the tomcat service for changes to take effect.
7. Use the Read Only for Agents selection box to make the attribute uneditable by the
agents.
You can use this to restrict the agent from updating the attribute value. For example, if you
have paymentamountdue attribute, and that is read only, then the agent can only see the
value but not change the value from the agent desktop.
8. Use the Masked for Agents selection box to hide the attribute value
You can use this to restrict the agent from seeing the attribute value. For example, you can
use it to mask the salary details.
9. Click Save to add the attribute.
You can add maximum 900 attributes.
Editing attributes
About this task
Use this page to change the sensitivity of the attribute. You can edit the attributes or mark the
attribute as private only when multi-tenancy is enabled on Avaya Aura® Experience Portal. For
more information about multitenancy, see Administering Avaya Aura® Experience Portal guide.
Procedure
1. In the left pane, select POM > POM Home.
2. From the drop-down menu, select Contacts > Attributes.
3. Click the attribute you want to change.
Note:
You cannot change the Attribute Name and Attribute Data Type.
4. Use the Private selection check box to make the attribute private.
You can use this to restrict access to attributes such as salary. For example, if HR/Joe
creates a salary attribute, then the attribute is Private to the HR organization by default. If a
global user creates a salary attribute, then the global user can mark the attribute as
Private. If marked as Private, no organization can use this attribute. The global user can
associate the salary attribute with the one or more than one organizations, and only the
associated organizations can use the attribute. If the attribute is not marked as private, all
organization users can use it. The global user can access all attributes regardless of the
privacy setting.
5. Use the Read Only for Agents selection box to make the attribute uneditable by the
agents.
You can use this to restrict the agent from updating the attribute value. For example, if you
have paymentamountdue attribute, and is read only, then the agent can only see the value
but not change the value from the agent desktop.
6. Use the Masked for Agents selection box to hide the attribute value
You can use this to restrict the agent from seeing the attribute value from the agent
desktop. For example, you can use it to mask the salary details.
Note:
If you mark any attribute as masked for a running campaign, pause and resume the
campaign so that the attribute displays as masked on the desktop.
7. Click Save to update the attribute.
Deleting attributes
Procedure
1. In the left pane, select POM > POM Home.
2. From the drop-down menu, select Contacts > Attributes.
3. Click the delete icon to delete the respective attribute.
Note:
You cannot delete the predefined attributes. For custom attributes, you cannot delete
the attribute, if the attribute is associated with any of the filtering criteria of the
campaign, or if the attribute is used in database import, if the attribute is used in a
campaign strategy or used in a campaign restriction. If the attribute is marked as
Private, then users belonging to that organization can delete the attribute only if it is
not used by any other organization. A global user can delete the custom attributes
belonging to any organization if not used in any filtering criteria or associated with the
database import. You cannot delete an attribute if the attribute is a part of a running
import.
4.
Click to delete the selected attribute.
The system displays a confirmation dialog box. Click Yes to delete, or No to cancel.
Supported languages
These codes are the values for the language attribute during contact import, or while adding or
editing contact information through the contact browser.
Language Allowed string value
Czech cs-cz
German de-de
Australian English en-au
UK English en-gb
US English en-us
Castilian Spanish es-es
Latin American Spanish es-la
Canadian French fr-ca
French fr-fr
Hebrew he-il
Hindi hi-in
Hungarian hu-hu
Italian it-it
Japanese ja-jp
Korean ko-kr
Malay ms-my
Dutch nl-nl
Polish pl-pl
Brazilian Portuguese pt-br
Russian ru-ru
Slovak sk-sk
TDD td-us
Thai th-th
Mandarin Chinese zh-cn
Cantonese Chinese zh-hk
Note:
To edit or import the time zone value for a contact, you must specify the time zone using the
values mentioned in the ID column.
Offset DST ID Time Zone
-12 -12 Etc/GMT+12 GMT-12:00
-11 -11 Etc/GMT+11 GMT-11:00
-11 -11 MIT West Samoa Time
-11 -11 Pacific/Apia West Samoa Time
-11 -11 Pacific/Midway Samoa Standard Time
-11 -11 Pacific/Niue Niue Time
-11 -11 Pacific/Pago_Pago Samoa Standard Time
-11 -11 Pacific/Samoa Samoa Standard Time
-11 -11 US/Samoa Samoa Standard Time
-10 -11 America/Adak Hawaii-Aleutian Standard Time
-10 -9 America/Atka Hawaii-Aleutian Standard Time
-10 -9 Etc/GMT+10 GMT-10:00
-10 -10 HST Hawaii Standard Time
-10 -10 Pacific/Fakaofo Tokelau Time
-10 -10 Pacific/Honolulu Hawaii Standard Time
-10 -10 Pacific/Johnston Hawaii Standard Time
-10 -10 Pacific/Rarotonga Cook Is. Time
-10 -10 Pacific/Tahiti Tahiti Time
-10 -10 SystemV/HST10 Hawaii Standard Time
-10 -9 US/Aleutian Hawaii-Aleutian Standard Time
-10 -10 US/Hawaii Hawaii Standard Time
-9.5 -9.5 Pacific/Marquesas Marquesas Time
-9 -8 AST Alaska Standard Time
-9 -8 America/Anchorage Alaska Standard Time
-9 -8 America/Juneau Alaska Standard Time
-9 -8 America/Nome Alaska Standard Time
-9 -8 America/Yakutat Alaska Standard Time
-9 -9 Etc/GMT+9 GMT-09:00
-9 -9 Pacific/Gambier Gambier Time
-9 -9 SystemV/YST9 Alaska Standard Time
-9 -8 SystemV/YST9YDT Alaska Standard Time
-9 -8 US/Alaska Alaska Standard Time
Table continues…
Note:
When you change the zone of a contact list which has a local file data source,
you must change the local path of the POM server to point to the new POM
Server.
Last Poll Displays the date and time when the page is last refreshed.
Contact List Name Displays the contact list name and click the name to go to the Edit Contact Lists
page.
Zone Name You see this field only if you have specified more than one zone on the system.
Displays the name of the zone in which the contact list is created or associated.
Total Contacts Displays the total number of contacts in the contact list. If the import is in progress
for the given contact list, then the system displays the message In Progress for this
field until the import is over.
Available Contacts Displays the contacts that are available for dialing. When you delete contacts from
excluded contacts list, they become available for dialing. So, Available Contacts =
Total Contacts — Excluded Contacts.
Excluded Contacts Displays the total number of contacts that are skipped for dialing after you mark
them as Not Callable.
Last Updated Displays the last time you run import or empty the data source. If the import is in
progress for the given contact list, then the system displays the message In
Progress for this field till the import is over.
Allowed Displays the associated organizations with the contact list.
Organizations
Note:
Table continues…
Note:
If you get an Internal Server error on clicking the icon, then the error indicates
that POM cannot complete the request before page time out. For this, change
the page time out value in the /etc/httpd/conf/httpd.conf file. Restart
the httpd and the tomcat service for the changes to take effect.
• Use to manage the data sources for the selected contact lists.
• Use to associate the contact list with a specific organization.
Note:
Note:
All the contact data is deleted from the particular contact list. You cannot
empty a contact list if the contact list is associated with a "In Progress"
campaign.
When you empty the contact list using the Empty Contact List action, the
attributes associated with the contacts are not disassociated from the
contact list.
•
Use to filter contacts that you want to mark as Not Callable. The excluded
contacts are skipped for dialing.
•
Use to delete the contact list.
Note:
You cannot delete a contact list if the contact list is associated with a
campaign or a data source.
Add Use this to add a new contact list.
Note:
If you use ID for sorting, the sorting uses the string rules, as ID is of string
data type. For example, if you have IDs like 1,2, 10, 100, 20, 200, then the
records are sorted as 1, 10, 100, 2, 20, 200 instead of 1, 2, 10, 20, 100,
200.
Excluded Contacts
Records Per Page To specify the number of records to be displayed per page.
Page Number The current page number.
Total Pages The total number of pages required to list all contact records.
System Contact ID The unique system generated ID for the contact.
ID The unique user defined ID for the contact.
Title Predefined The title of the contact.
First Name The first name of the contact.
Last Name The last name of the contact.
Address Line 3 A list to select the predefined address of the contact.
Predefined
Phone 1 The phone 1 of the contact.
Phone 1 Country The country code of phone 1.
Code
Phone 1 Time Zone The time zone for the phone 1.
Phone 2 The phone 2 of the contact.
Table continues…
Button Description
Add To exclude records for dialing.
Reset To clear the list of excluded contacts. When you
click the Reset button, all the contacts that were
excluded become available for dialing.
Apply Criteria To apply the search or sort criteria.
Delete
Click action to delete the
contact from the excluded
contacts list. When you delete the
contact from excluded contacts
list, it becomes available for
dialing.
Field or Description
Button
Add Specify the conditions for filtering the contact records for exclusion. You can see the
Condition following fields:
Button Description
Show Results Displays the records that satisfy the filter criteria. To
view the contact record details, use The number of
Table continues…
Button Description
contacts filtered are X link. Here “X” indicates the
number of filtered contacts.
Exclude Click to exclude the filtered contact records from
dialing. When you click Exclude, the contact
records are marked as Not Callable.
Cancel Click to cancel the current action and return to
previous page.
Field or Description
Button
Note:
You cannot change the name after specifying it.
Description Use to provide a brief description of the contact list. You can edit only the description of
existing contact lists.
Zone Name You see this field only if you have specified more than one zone on the system.
Use to specify the zone for the contact list.
Save The button to save the changes.
Note:
If you are using Internet Explorer 7.0, you can type the path
of the .csv file.
Empty Contact List before import Use the selection box to empty the contact list before importing
data in the list.
While importing data, the system preserves existing callbacks.
To delete existing callbacks see Deleting a Callback on page 411.
Automatically update time zone for Use the selection box to automatically update the time zone for the
phone numbers phone numbers depending on the country code specified while
entering the phone number in the .csv file.
Note:
POM updates the time zone value only if it is not specified by the
user.
To specify a country code you can use separate field, say,
XXXX_ctry_code, where XXXX is the name of the phone number
field. Alternatively, In the phone number you can specify the
country code before the phone number using Country code
separator. For example, if you specify a phone number as
1#4563234545, then 1 is the country code and # is the separator.
Automatically update state for Use the selection box to automatically update the state for the
phone numbers phone numbers depending on the country code specified while
entering the phone number in the .csv file.
Note:
POM updates the state value only if it is not specified by the user.
Table continues…
Note:
Note:
All newly uploaded contacts are added to the jobs only if they
satisfy the filter criteria.
Add priority Click to specify priority for adding uploaded records in running
campaigns.
Related links
Uploading the data from a file on page 209
Note:
If the value for a float type of the attribute has a comma as a part of the data, then it has to be
enclosed in double quotes at the time of import, while storing this value in the database, it is
converted into a decimal separator.
For example, a file with predefined and custom attributes:
id,firstname,phonenumber1,INV_STATUS
121,jane,919323456545,INV_ACP
123,jack,919845321245,INV_REJ
Caution:
You can upload contacts from files with the ANSI or UTF-8 w/o Byte Order Mark (BOM)
format.
You can import contacts by using Upload only when the Campaign Director service running
on the primary EPM is running as a Master Campaign Director service.
Procedure
1. In the navigation pane, click POM > POM Home.
2. Click Contacts > Contact List.
3. Click to upload the data for the desired contact list.
4. On the Upload Contacts dynamic window, do the following:
a. In the File to upload field, click Browse and select the file to import the data.
b. Select the following check boxes as required:
• Empty Contact List before import: To empty the contact list before importing
data.
• Automatically update time zone for phone numbers: To automatically update
the time zone for the phone numbers depending on the country code specified
while entering the phone number.
• Check phone numbers for reject patterns: If you do not want to import the phone
numbers matching the reject patterns. The reject patterns are specified in the
global configurations in POM Home > Configurations > Phone Formats.
• Check phone numbers for phone formats rule: If you do not want to import the
phone numbers not matching the phone formats. The phone formats rules are
specified in the global configurations in POM Home > Configurations > Phone
Formats.
• Check phone numbers /Emails for DNC: If you do not want to import the phone
numbers present in the DNC list.
• On duplicate record found: To update an existing contact record. You can choose
to update the existing record or ignore the newly added record.
5. Click Add Priority to specify priority for adding uploaded records in running campaigns. If
no priority is specified, then all uploaded records will be added with Medium priority to
running campaigns associated with a contact list.
6. Click Upload .
You can monitor the progress of the import at runtime through a POM monitor.
Note:
If you use ID for sorting, the sorting uses the string rules, as ID is of string
data type. For example, if you have IDs like 1,2, 10, 100, 20, 200, then the
records are sorted as 1, 10, 100, 2, 20, 200 instead of 1, 2, 10, 20, 100,
200.
Apply Criteria Click to apply the search or sort criteria.
Customer ID Attribute
Select Attribute that Click to select an attribute that represents a Customer ID. The selected attribute
represents Customer uniquely identifies a customer record.
ID
For details about a valid attribute value, see Avaya Context Store Snap-in
Developer Guide.
Customer ID The Customer ID Retrieval Mode derives whether POM needs to retrieve the
Retrieval Mode Customer ID from the Customer Management snap-in. The Customer ID
Retrieval Mode has following three options:
• Always: Select Always to always fetch the Customer ID from the Customer
Management snap-in. When you select Always as the Customer ID Retrieval
Mode, then the attribute that you select in Select Attribute that represents
Customer ID is used to fetch the Customer ID along with attempt address. If
the Select Attribute that represents Customer ID value is blank, then POM
retrieves the Customer ID using the contact address.
• Never: When you select Never, POM never fetches the Customer ID from the
Customer Management snap-in. The value of the attribute that you select in
Select Attribute that represents Customer ID represents the actual
Customer ID. If this attribute has empty or null value, then POM does not push
the Customer ID to Context Store.
• Attribute Value is Blank: When you select Attribute Value is Blank option
and when the Select Attribute that represents Customer ID is blank , POM
Table continues…
Note:
Context Store snap-in and Customer Management snap-in are always
deployed on the same server.
Use to go to the first page.
Records Per Page Use to specify the number of records to be displayed per page.
Use to go to the next page.
Note:
If you get an Internal Server error while editing the contact information, then the
error indicates that POM cannot complete the request before page time out. For
this, change the page time out value in the /etc/httpd/conf/httpd.conf
file. Restart the httpd and the tomcat service for the changes to take effect.
ID Displays the unique user defined ID for the contact.
Title Predefined Displays the title of the contact.
First Name Displays the first name of the contact.
Last Name Displays the last name of the contact.
Phone 1 Displays the phone 1 of the contact.
Phone 1 Country Displays the country code of phone 1.
Code
Time Zone Displays the time zone for the phone 1.
Phone 1 State Displays the state of the phone 1.
Phone 1 Wireless Displays the wireless phone 1.
Phone 2 Displays the phone 2 of the contact.
Phone 2 Country Displays the country code of phone 2.
Code
Phone 2 Time Zone Displays the time zone for the phone 2.
Phone 2 State Displays the state of the phone 2.
Table continues…
Click action to delete the contact from the contact list. If the deleted contact
is a part of any running campaign, then the status of this contact is updated as
Deleted. You can delete unattempted as well as processed contacts from a
running campaign.
Add Click to add new contact record to the selected contact list.
All advanced options, namely Automatically update time zone for phone
numbers, Check phone numbers for reject patterns, Check phone numbers
for phone formats rule and Check phone numbers / E-mails for DNC, except
for Empty Contact List before import are automatically applied when you add
a record through the contact browser.
Do not add records using contact browser if you do not want to apply the
advanced options.
Note:
Only for the attributes you import, you see the contact records displayed in a tabular format.
You must have at least one value for the attribute, else the attribute is not displayed. You can
delete a specific contact record from the selected contact list.
POM displays the time zones in contact browser using the display names. To add, edit, or import
contacts, you must specify the time zone using the time zone IDs. For a complete list of supported
time zones, see Supported time zones on page 159.
POM supports G13 languages. For a complete list of supported languages, see Supported
languages on page 159.
Note:
If you edit the phone attributes and update the phone number for a contact, and want POM to
recalculate the time zone associated with the phone number, you must empty the existing time
zone value in the respective time zone attribute. To update the country code attribute, you
must empty the existing country code value in the respective country code attribute.
If the phone number or the email id of any contact already exists in the DNC list, then you can
edit all other attributes of that contact except the phone number and the email id.
The table lists the display names and the time zone IDs that you can use to change or add time
zones.
Display Name Time Zone Id
Newfoundland Standard Time Canada/Newfoundland
Atlantic Standard Time (Daylight) Canada/Atlantic
Atlantic Standard Time SystemV/AST4
EST(Daylight) EST5EDT
EST(Daylight) EST5EDT
Table continues…
POM displays the time zones in contact browser using the display names. To add, edit, or import
contacts, you must specify the time zone using the time zone IDs. For a complete list of supported
time zones, see Supported time zones on page 159.
POM supports G13 languages. For a complete list of supported languages, see Supported
languages on page 159.
Note:
A global user is a user who does not belong to any organization, and has the POM
Administration and POM Campaign Manager roles. An organization user (Org user) is a user
who belongs to an organization created in Experience Portal, and has the Org POM
Campaign Manager role.
Related links
Run data source page field descriptions on page 209
Manage data sources page field descriptions on page 220
Note:
In SQL query, modification of column in the 'Select' clause or modification of
table name in the 'From' clause resets the mapping of predefined attributes
and removes the mapping of the custom attributes.
OK Use to accept the summary information and return to the Data Sources page.
POM updates the time zone value only if it is not specified by the user.
To specify a country code you can use separate field, say, XXXX_ctry_code, where
XXXX is the name of the phone number field. Alternatively, In the phone number you
can specify the country code before the phone number using Country code separator.
For example, if you specify a phone number as 1#4563234545, then 1 is the country
code and # is the separator
Automatically Click the selection box to automatically update the state for the phone numbers
update state for depending on the country code specified while entering the phone number in the .csv
phone numbers file.
Note:
POM updates the state value only if it is not specified by the user.
Automatically Click the selection box to automatically update the wireless field for the phone
update wireless numbers depending on the country code specified while entering the phone number in
for phone the .csv file.
numbers
Note:
POM updates the wireless value only if it is not specified by the user.
Check phone Displays Yes or No depending on whether you have chosen to check the phone
numbers for numbers for reject patterns.
reject patterns
Check phone Displays Yes or No depending on whether you have chosen to check the phone
numbers for numbers for phone format rules.
phone formats
rule
Check phone Displays Yes or No depending on whether you have chosen to check if the phone
numbers/ E- numbers and or email addresses are existing in the DNC list.
mails for DNC
On duplicate Displays whether you have chosen to update existing record or ignore the new record.
record found
Table continues…
Note:
POM updates the time zone value only if it is not specified by the user.
To specify a country code you can use separate field, say, XXXX_ctry_code,
where XXXX is the name of the phone number field. Alternatively, In the phone
number you can specify the country code before the phone number using
Country code separator. For example, if you specify a phone number as
1#4563234545, then 1 is the country code and # is the separator
Automatically update Use the selection box to automatically update the state for the phone numbers
state for phone depending on the country code specified while entering the phone number in
numbers the .csv file.
Note:
POM updates the state value only if it is not specified by the user.
Automatically update Use the selection box to automatically update the wireless field for the phone
wireless for phone numbers depending on the country code specified while entering the phone
numbers number in the .csv file.
Note:
POM updates the wireless value only if it is not specified by the user.
Table continues…
Note:
Click the icon to specify the Attribute and the mapping field.
Select Attribute Use the drop-down list to select the Attribute.
Map to field Use the drop-down list to select the field to map.
Note:
POM updates the time zone value only if it is not specified by the user.
To specify a country code you can use separate field, say, XXXX_ctry_code,
where XXXX is the name of the phone number field. Alternatively, In the phone
number you can specify the country code before the phone number using
Country code separator. For example, if you specify a phone number as
1#4563234545, then 1 is the country code and # is the separator.
Table continues…
Note:
POM updates the state value only if it is not specified by the user.
Automatically update Use the selection box to automatically update the wireless field for the phone
wireless for phone numbers depending on the country code specified while entering the phone
numbers number in the .csv file.
Note:
POM updates the wireless value only if it is not specified by the user.
Check phone Displays Yes or No depending on whether you have chosen to check the phone
numbers for reject numbers for reject patterns.
patterns
Check phone Displays Yes or No depending on whether you have chosen to check the phone
numbers for phone numbers for phone format rules.
formats rule
Check phone Displays Yes or No depending on whether you have chosen to check if the phone
numbers / E-mails numbers and or email addresses are existing in the DNC list.
for DNC
On duplicate record Displays whether you have chosen to update existing record or ignore the new
found record.
Type Displays the data source type.
Class Name Displays the class name you use to import the data source.
Note:
POM updates the time zone value only if it is not specified by the user.
To specify a country code you can use separate field, say, XXXX_ctry_code, where
XXXX is the name of the phone number field. Also, In the phone number you can
specify the country code before the phone number using Country code separator.
For example, if you specify a phone number as 1#4563234545, then 1 is the
country code and # is the separator.
If you do not specify a country code for any record, the system updates the record
with the Home Country as specified in the global configuration.
If you do not specify a time zone for any record, the system updates the record with
the time zone of the zone associated with the contact list.
Automatically Click the selection box to automatically update the state for the phone numbers
update state for depending on the country code specified while entering the phone number in
phone numbers the .csv file.
Note:
POM updates the state value only if it is not specified by the user.
Automatically Click the selection box to automatically update the wireless field for the phone
update wireless for numbers depending on the country code specified while entering the phone number
phone numbers in the .csv file.
Note:
POM updates the wireless value only if it is not specified by the user.
Check phone Use the selection box, if you do not want to import the contacts with the phone
numbers for reject numbers matching the reject patterns. The reject patterns are specified in the
patterns phone formats under POM Home > Configurations > Phone Formats.
Check phone Use the selection box, if you do not want to import the contacts with the phone
numbers for phone numbers not matching the phone formats. The phone formats rules are specified in
formats rule the phone formats under POM Home >Configurations > Phone Formats.
Table continues…
POM displays the time zones in contact browser using the display names. To add, edit, or import
contacts, you must specify the time zone using the time zone IDs. For a complete list of supported
time zones, see Supported time zones on page 159.
Note:
You can upload contacts using SFTP only for files up to 1 GB in size.
Local File Use if the source file is located on the local machine. You must mention the Local path
Import on the POM server as the path from where the file uploads.
To import a file, ensure that the avayavp user must have read permission on the file and
all its parent directories. The root user can enable or disable the permissions by using the
command chmod 455.
For example, to import a file called contacts.csv from the location,/home/craft/Contacts/
Files/Today/contacts.csv, ensure that you assign READ permission to all directories
individually in the path, using chmod command.
Note:
You can import files having either ANSI or UTF-8 w/o BOM format.
FTP/SFTP To import using the File Transfer Protocol (FTP) or Secure File Transfer Protocol (SFTP).
File Import
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Field or Description
Button
Note:
For SFTP server, if the PasswordAuthentication is set to No in the /etc/ssh/
sshd_config file, then you might get Auth Fail error. By default the
PasswordAuthentication value is set to No. Ensure you set the
PasswordAuthentication to Yes. If you change the PasswordAuthentication value,
then restart the sshd service for the changes to take effect.
Specify the following parameters:
• Secured: Use this check box to use a secure file transfer protocol for import.
• FTP/SFTP Host name: Specify the host name or IP address of the FTP or SFTP server.
• User Name: Specify the user name to connect to the FTP/SFTP server.
Note:
POM does not support Anonymous user.
• Password: Specify the password to connect to the FTP/SFTP server.
• Remote Path: Specify the remote location of the data source file.
Note:
You cannot connect to the FTP server through a proxy server.
POM uses standard port 22 for SFTP, and 23 for FTP.
Upload Contacts from following file
Local path Use to specify the path of the data source file.
on the POM
server
(Including
file name)
How are Use to specify the separators used in the file for separating fields. The separators can be:
fields
• Comma (,)
separated
from each • Tab
other ?
• Colon (:)
• Semi colon (;)
• Pipe (|)
• Other
Finish Use this to finish the data import wizard.
Note:
You cannot specify any query which will modify the database data. For example,
delete query, update query, insert query, or select into query.
Ensure that the query length does not exceed more than 3990 characters. This
limit is applicable for all databases.
Click to add custom attributes to map with the external database fields.
Specify Mapping
Select Attribute Use the drop-down list to select the custom attribute.
Map to Field Use the drop-down list to select the field to map the custom attribute.
Add Use to add the custom attribute.
Note:
You must create a custom data connector to import data using the custom class.
See Developer's Guide for Proactive Outreach Manager.
Finish Use to complete the data source creation.
3.
Click to delete the selected contact list.
The system displays a dialog box confirming the delete operation.
4. Click one of the following:
• Yes to delete the contact list.
• No to cancel the delete operation.
Note:
You cannot delete the contact list if the contact list is associated with a campaign or a
data source.
Tip:
In Progress means import job can be in any one of the states - Queued,
Running, Error Occurred, File Copying, Pausing, Paused, Stopping, Waiting To
Resume. The Total addresses count is updated after the completion of the
import activity.
• Click to view all addresses.
• Click to manage the DNC data sources for the given DNC list.
• Click to empty the DNC list.
•
Click to view the registered DNC contacts.
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If you get an Internal Server error while viewing the registered DNC contacts, then
the error indicates that POM cannot complete the request before page time out.
Change the page time out value in the /etc/httpd/conf/httpd.conf file. You
must restart the httpd and the tomcat service for changes to take effect.
•
Click to delete the DNC list.
The delete action is not available for auto generated Common and org DNC lists.
The system can take more time than expected to empty a DNC list in case of a large
number of records.
You can use the delete query manually, to empty the DNC list.
It is recommended to empty the DNC list during the maintenance window or non-
dialling hours.
Run the following query on a command prompt to delete records for DNC list ID 2:
delete from pim_dnc where pim_dnc_list_id=2
Refresh Click to refresh the page.
Add Click to add a new DNC list.
Note:
Note:
You must click Save to add the DNC address to the list.
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You see following fields if you have at least one schedule created.
Schedule Id Displays the schedule ID.
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Note:
If you have any DNC data source in running, paused or error state then you
cannot run another instance of the same DNC data source.
Note:
You can import .csv files having either ANSI or UTF-8 encoding.
• Select to import using the File Transfer Protocol or Secure File Transfer Protocol.
Specify the following parameters:
- Secured: Use this check box to use a secure file transfer protocol for import.
- FTP/SFTP Host name: Specify the host name or IP address of the FTP/ SFTP
server.
- User Name: Specify the user name to connect to the FTP/SFTP server.
- Password: Specify the password to connect to the FTP/SFTP server.
- Remote Path: Specify the remote location of the file.
Note:
You cannot connect to the FTP server through a proxy server.
Advanced Options
Check DNC If selected, then the global and country specific rejection patterns are applied and if the
phone address pattern matches, the phone number is not added or removed from the DNC list.
for reject
pattern
Check DNC "If selected, the n the country specific format rules are applied and if the length does
phone address not match, the phone number is not added or removed from the DNC list.
for phone
format rule
Add Saves the DNC data source for the selected DNC list.
If the POM database restarts during an import, you might lose some data.
the default country code specified in the global configuration for applying phone format, and
the rejection patterns.
Field or Button Description
Destination Phone/Email Use to specify the phone number or the email address.
Add Click to add the address to the DNC list.
Note:
You must click Save to add the DNC address to the list.
Address list Lists all DNC addresses to be added to the list.
Actions
Click to delete the address.
Save Use to save the addresses.
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User Contact Id Displays the user identification number for the contact record.
First Name Displays the first name of the record.
Last Name Displays the last name of the record.
DNC Address Displays the email address of the record.
Contact List Name Displays the name of the contact list to which the record
belongs.
DNC Address Added On Displays the timestamp when the address was added to the
DNC list.
Actions
Click to delete the record from the DNC list.
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To move the selected DNC list from Available Lists to Selected Lists.
To remove the selected DNC list from Selected Lists to Available Lists.
Selected Lists The list of selected DNC lists that you can associate with the selected DNC group.
Default DNC List The drop-down list to select the DNC list when DNC updates are performed in a
campaign using this selected group. If you do not select a default DNC list, the
selected DNC group cannot be assigned in the campaign because the DNC group is
used for Agent or Wed Service updates.
Note:
You can create custom completion codes with the same names as the system completion
code, but the same names might lead to a confusion in a campaign strategy.
For example, if you create a completion code by the name Answer Human, you see two
Answer Human completion codes in the drop-down list while creating a campaign strategy.
You find it difficult to differentiate between the custom and the system completion code.
For MS SQL database, the completion code is case-insensitive. For example if you have a
completion code <CD1> and another as <cd1>, MSSQL does not recognize the completion
codes as two different completion codes. If <CD1> already exists, you cannot have another
completion code as <cd1>.
The completion codes an Org user creates, are accessible only to users belonging to the creator's
organization. A global user has access to all completion codes across all organization. For an Org
user, the completion codes associated to the user’s organization are accessible while creating and
editing campaigns, creating and editing campaign strategies.
Note:
A global user is a user who does not belong to any organization, and has the POM
Administration and POM Campaign Manager roles. An organization user (Org user) is a user
who belongs to an organization created in Avaya Aura® Experience Portal, and has the Org
POM Campaign Manager role.
Field or Description
Button
• Success
• Closure
• Answer Machine by Agent
Select Use the drop down list to specify the operator you can use to specify the search criteria.
The list of available operators differs when you select different options.
If you select Completion Code, you can use any one of the operators:
• Equal to (=)
• Not Equal to (!=)
• In
• Like
• not like
Use the text box to specify the criteria after you select the operator.
If you select Right Party Connect, or Success, Closure, or Answer Machine by Agent you
can use only the equal to (=) operator.
Select Use the drop down list to specify the operator you can use to specify the search criteria.
Search options are synced with main search criteria.
Main search option Synced search option
Completion code Text box for manual input
Right party connect • true
• false
Success • true
• false
Closure • true
• false
Answer Machine by Agent • true
• false
Use to go to the first page.
Records Per Use to specify the number of records to be displayed per page.
Page
Text Box Use the text box to specify a particular page you want to navigate.
Go Use to navigate to the specified page number.
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Field or Description
Button
Use to go to the next page.
Note:
You cannot delete a completion code in the following cases:
- The completion code is associated with a campaign. In such cases, you
need to remove the association with the campaign and then delete the
completion code.
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Field or Description
Button
Answer Displays if the Answer Machine by Agent flag is set for completion code. You can use the
Machine by flag only for custom completion codes. This flag lets you to determine the total number of
Agent calls marked with Answer Machine By Agent completion code by Agent. POM provides
property Answer Machine By Agent which allows to calculate falsely detected live voice
calls which are actually answered by answering machine.
When Agent disposes calls with completion for which Answerer Machine by Agent is
selected, then such attempts are shown in Campaign Detail Report. POM monitors
Campaign detail view displays the count of such calls. POM considers completion codes
which are marked by agent against the campaign of Predictive and Progressive pacing
types only.
Save Use to save the completion code.
Field or Description
Button
Name Use to specify an unique identifier for the completion code.
Note:
c. (Optional) For the related flags, select the following check boxes:
• Right Party Connect
• Success
• Closure
• Answer Machine by Agent
d. (Optional) Repeat Step 4a to Step 4c for adding another completion code.
You can add up to 25 completion codes.
e. Click Save.
You can create an entirely new campaign strategy, or select one of the templates. You have a
template available for all different types of campaign strategies that you can create.
You can also create a strategy to first play a notification using AvayaAgent app or Custom DD app
and later transfer the call to a nailed POM Agent. You can achieve this by transferring the call as
blind transfer to “tel:AvayaPOMAgent”. In such strategy, call pacing can be any agent pacing such
as progressive, ECR or Cruise Control.
A global user has access to all campaign strategies across organizations. An Org user has access
to campaign strategies that are created by the users belonging to the specific organization. For
more information about multitenancy, see Avaya Aura® Experience Portal documentation.
Note:
A global user is a user who does not belong to any organization, and has the POM
Administration and POM Campaign Manager roles. An organization user (Org user) is a user
who belongs to an organization created in Avaya Aura® Experience Portal, and has the Org
POM Campaign Manager role.
Import and export campaign strategies
To copy the campaign strategies for reuse, you can export strategies from one POM Server as xml
files and then import them on another POM Server. You can import or export the files generated
using the POM environment only. You cannot import or export other files. The import fails if the file
is modified after the export. While importing a campaign strategy, you can specify a new name or
if you do not mention any name, then POM saves the campaign strategy with the name of .xml
file. For more information, see Campaign strategies page field descriptions on page 276.
Caution:
If you are importing a campaign strategy from POM 2.0 to POM 3.0.3 or above, the campaign
strategy might give an error while saving if you have used the Call Answered completion code
when Enhanced CCA is turned on in the POM 2.0 campaign strategy. To save the campaign
strategy in POM 3.0.3 or above, change the completion code to Answer Human.
If an “ECR” type of campaign strategy is created before POM 3.0.3 using Japanese or French
locales, then you must recreate this strategy after upgrading to POM 3.0.3 or above.
Strategy behavior limitation
User cannot modify the number of handlers and pacing type of the strategy, if it is associated with
active and paused campaign (campaign states other than “completed, creating history” and
“completed”).
The following parameters are locked in the strategy:
• Add or remove existing handler
• Pacing type
User cannot change the association of the strategy from the campaign creation wizard (CCW).
Related links
POM shipped applications on page 81
Text Box Use the text box to specify a particular page to navigate.
Go Use to navigate to the specified page number.
Use to go to the next page.
Field or Description
Button
Name Displays the names of the existing campaign strategies.
State Indicates the state of the campaign strategy. A campaign strategy can be in Draft state
or Completed state.
A Draft state indicates that the campaign strategy configuration is not complete. A
campaign strategy in Draft state cannot be used in any campaign.
A Completed state indicates that the campaign strategy configuration is complete and
can be used in campaigns.
Task Types •
indicates this strategy includes an agent.
•
indicates that this strategy includes a call action node.
•
indicates that this strategy includes a mail action node.
•
indicates that this strategy includes an SMS action node.
•
indicates that this strategy includes a custom action node.
Action You can perform the following actions:
•
Use to save the campaign strategy.
•
Use to view the campaign strategy summary. You can see the campaign strategy
summary only for the campaign strategies in completed state.
•
Use to export the campaign strategy.
•
Use to delete the campaign strategy.
Add Use to create a new strategy. When clicked, you see the following fields:
• Name: A unique identifier for the campaign strategy.
• Use Template: Select to create a campaign strategy based on existing template.
• Template: Use the drop-down list to select the template. It lists all system and the
custom templates.
Note:
The Template drop-down list is greyed out unless you select the Use Template
selection box.
Import Click to import a campaign strategy. You can only import a .xml file exported from the
POM environment. You cannot import a file after making changes to it. After it is
imported, save the strategy in a draft state. After making necessary changes, you can
save the strategy.
You see the following fields only when you click Import
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Field or Description
Button
Import Strategy:
New Name Use to specify a new name to the file. If you do not specify any name, POM saves the
strategy with the name of the file which is being imported. If a strategy with that name
already exists, the system displays an error message.
File to upload Use to specify the path of the file. Click Choose file to navigate to the file.
Import Use to import the campaign strategy.
Note:
If errors are there in the campaign strategy, it is not saved.
Save Draft Use to save the campaign strategy in draft mode, even if errors are there in the campaign
strategy.
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Field or Description
Button
Copy Use to copy the selected node to clipboard.
Paste Use to paste the selected node from the clipboard.
Delete Use to delete the selected node.
Notification Text
Notification text is one of the two top level nodes. Use this node to define the notification text to
play, or send in an email message, or an SMS by the Avaya Notify or Avaya Agent applications.
Notification text has one child node; Text Item on page 280. You can add more than one Text Item
under the Notification Text node, when to send different notifications for different languages. You
can choose the language from the language drop down. Notification Text is mandatory for all
nodes except if you use application as URL or Custom under the Call node.
For example, when the completion code is Answer Human, play one Notification Text and when
the completion code is Answer Machine, play another Notification Text.
Note:
All mandatory properties of this node appear as bold.
The following table lists the properties of the node and their descriptions:
Property Name Description
Name Use this as a display name in the campaign strategy editor. If you do not specify a
name, then the default name is Notification Text.
Description You can specify a description for the notification text.
ID A unique ID, either a numeric value or a string. The Avaya Notify or Avaya Agent
applications use this ID.
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Note:
To use Chinese language to set up a notification text, you must choose the
correct language depending on the type of the campaign you are running. For
example, to run a call-based campaign, you must select the Chinese spoken
language as either Chinese (Cantonese), or Chinese (Mandarin). To run an SMS-
based or email-based campaign, you must select the Chinese written language
as either Chinese (Simplified) or Chinese (Traditional). If you select a wrong
value, the campaign does not run.
Edit Description Use to edit the description of the node.
Text Item
Use this node to define the text to play, or send in an email message, or an SMS. This node has
no child node.
Note:
All mandatory properties of the node appear as bold.
The following table lists the properties of the node and their descriptions:
Property Name Description
Name Use this as a display name in the campaign strategy editor. If you do not specify a
name, then the default name is Text Item.
Description You can specify a description for the Text Item.
Language This property defines the language for that text. You can select the language from the
drop-down list.
A notification is sent in the default language.
Subject This property is only valid for mail action. Use this property to define the subject of
the email message. If you leave this value blank, then the subject of the email
message is blank. The maximum length for the subject field is 2048 characters.
Text Use this property to define the actual text. An editor opens when you click the Edit
Text button.
You can enter text either in Rich Text format, or in HTML format.
You can also enter the contact attributes in the notification text.
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Note:
To ensure proper formatting of the text in the email, enable the Enable HTML
format option. If you have embedded images in the email, the formatting might
differ for different clients. The formatting of the image also depends on the
server and client settings.
The HTML editor is a basic editor which you can use to change font size, color, or
add the hyperlinks, bullets.
To enable full HTML support, clear the Enable HTML format check box, and paste
the text in the HTML editor.
Edit Subject You can edit the subject of the email message.
Edit Text You can edit the text entered.
Edit Description You can edit the description of the Text Item.
Note:
If you use XML tags in a notification text node, and the notification text is used in Avaya Agent
or Avaya Notify nodes under call action, the system plays an error prompt.
Example
To play a Hi <firstname> message, then type Hi in the text field, select the firstName attribute from
the drop-down list, and then click Insert. This adds the $firstName$ in the notification text. When
you play or display the notification text, it replaces the $firstName$, with the first name of the
recipient.
Handler
A Handler can have one or more tasks such as call, SMS, email, custom, and selector. A state is
associated with each handler. There are 3 system defined states namely, initial, wait, and done.
The campaign strategy is executed for each and every contact record in the campaign. The
execution starts at the Handler node with initial state and you can have only one Handler node
with state as initial. So the handler for initial state is mandatory. You can add custom handlers and
move the records from initial state to other state, using NextState property of Result or
ResultProcessor nodes or through the FailState property of retry node. States can have any value
except wait or done.
For example, for Call Busy result, you have added Retry node and given 3 retry attempts after 60
seconds. If after 3 attempts the phone is still busy then you can move the contact to other state
like sendmail and you can add mail action in that handler and send a mail to the contact.
Under each handler you can add one or more actions of same type or of different types.
For example, to make calls on phone_number1 between 8am to 10am and calls on
phone_number2 between 10am to 5 pm then add 2 call action nodes under same handler and in
each call action node specify the MinContactTime and MaxContactTime respectively. The
processing for a record gets over when the record reaches done state.
Note:
The state names are case-sensitive.
The following table lists the properties of the node and their descriptions:
Property Name Description
Name Use this as a display name in the campaign strategy editor. If you do not specify
a name, then the default name is Handler.
Description You can specify a description for the Handler.
State State can have any name except, done and wait.
When the campaign job starts, all records are in initial state. When the
processing is over, the records move to done state.
When the record reaches done state, it moves out of the campaign.
You have to name one of your handlers as initial. You cannot add a handler for
wait and done state .
If a contact record is in wait state, it remains in that state until some call
disposition moves the record to next state.
Edit Description You can edit the description for the Handler.
Example
Use Case: Try a voice call to a contact. If the call disposition is Busy, send an email to that
contact.
Strategy Design:
1. Add 2 handlers. Set state of first as initial and sendmail as second.
2. Put a call node inside first handler and put a result node under result processor.
3. Select Call_Busy as result and select sendmail as next state.
4. Put the email node inside second handler.
Call
Use the Call action node to make outbound calls. Call node has 4 child nodes; Restrictions on
page 291, Address on page 300, Senders Address on page 301 and ResultProcessors on
page 302. The Address and ResultProcessors are mandatory nodes.
The following table lists the properties of the node and their descriptions:
Property Name Description
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Name Use this as a display name in the campaign strategy editor. If you do not specify a
name, then the default name is Call.
Description You can specify the description for the call node.
Sender's display Use this to set the display for the name of the caller which is either the phone
name number or the SIP address.
Sender's Address Use Sender's Address to define custom sender's address displayed to the called
party. You can define a generic sender's address in the Sender's Address field
used for all calls for the task and to customize it based on some contact attribute
then you can add an Sender's address node. For example, set the Sender's
Address as Avaya, but for a specific sender's address for some of the contacts use
Sender's address node.
Timeout (sec) Timeout (sec) defines the time to wait for the contact to pickup the call before
changing the call disposition to Ring No Answer.
Guard Times You can specify when POM can place calls. For example, for POM to place calls
only during specific timings or days, you can specify a guard time with the criteria.
You can then associate a campaign strategy with the guard times you have
specified for a selected time zone. For example, for POM to place calls only during
8 am to 4 pm on Monday and Wednesday, you can specify a guard time with the
criteria.
Min Contact Time MinContactTime sets the time before which calls are not allowed. So from 00:00:00
to Min Contact Time , you cannot make any calls. You can make the calls from Min
Contact Time to either Max Contact Time, if set, or till 23:59:59.
Note:
If the Min Contact Time is greater than the Max Contact Time then the
condition is reverse, that is , you can make calls from Max Contact Time till
23:59 from the earlier day, and from 00:00 to Min Contact Time , the next day.
For example, Min Contact Time is 23:00 and Max Contact Time is 05:00.
Then you can make calls from 23:00 to 23:59 on the earlier day and from
00:00 to 05:00 on the next day.
Date and Time based comparisons use the date and the time format specified
in Global Date Format field.
Max Contact Time Max Contact Time sets the time upto which calls are allowed. So from Max Contact
Time to 23:59:59, you cannot make any calls. You can make calls, either from
00:00:00 or Min Contact Time, if set, till Max Contact Time. For example, if you are
running a campaign and you do not want to make calls after 8pm, you can set the
Max Contact Time to 20:00:00.
Re-check time Use this to specify a time interval after which when a contact attempt is restricted
interval(min) because it matched some restriction of type 'temporary' it will be again checked for
all the restrictions defined in that handler. If no value is specified for this parameter
then it will be considered as 1 minute.
On Media Server On Media Server Failure has two values, retry or no_retry. The default is retry.
Failure When set to retry and POM detects Voice Server failure, that contact is retried until
the server starts responding again. If you set the value to no_retry, then the system
marks the call attempt result as Media_Server_Failure, and you can handle this
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disposition in the Result node. If you do not handle the disposition, the system
moves the contact to the done state and removes it from the running job. For more
information about On Media Server Failure, see Avaya Aura® Experience Portal
documentation.
Priority You can decide the priority of the task by specifying a number between 1 to 10.
The higher the number, the higher the priority of the task. For example, a task with
priority assigned as 7 gets more ports as compared to the task with priority 3.
Note:
In POM 2.0, you can specify the priority at the campaign level, where as from
POM 3.0.3 onwards, you can specify the priority at the task level in the
campaign strategy. If you are upgrading POM, and you save the campaign
strategy without selecting or changing the priority of a task, POM applies the
priority that you have mentioned in POM 2.0 for all tasks in the strategy.
Allocation Type You can decide how the ports are allocated to the tasks depending on the value
you select. You can have the type as either Reserved or Dynamic. The default
value is Dynamic. For more information about dynamic and reserved licensing, see
Proactive Outreach Manager Overview and Specification.
CCA parameters
Enhanced CCA When Enhanced CCA is ON, POM tries to further classify a call after it receives a
Call Answer or Call Connect disposition. If POM does not receive the start of a
greeting message from the remote end within 2 seconds (configurable via
campaign wizard) of Call Answer or Call Connect, the application assigned for live
voice or Answer Human starts. If POM receives an indication of start of greeting
message, it waits for upto 2 seconds for final call analysis result before starting the
application. If no result is there within these 2 seconds, the application assigned for
live voice or Answer Human starts. If the result is received after the application
starts, POM appropriately changes the application and updates the result. If
Enhanced CCA is OFF, POM does not try to classify a call after Call Connect or
Call Answer and starts the applications when it receives a connect, and updates
the disposition as Call Answered.
Background AMD You can specify the call classification that is done on the customer call after being
patched with the Agent. Background AMD is applicable only when the Enhanced
CCA option is set to “ON” and the Call pacing type is either Cruise Control, or
Expert Call Ratio, or Progressive. Background AMD is set to of “OFF” by
default.
If Background AMD is set to “ON”, then you must select one of the following
values from Action on AMD:
• Disconnect the call
• Leave a Voice Mail
• Continue with Agent
Action on AMD Use Action on AMD to specify what action the system must take if the call is
classified as Answer Machine.
If the Action on AMD is set to Disconnect the call, then the Result node for
Answer Machine allows only Retry operation. Retry is an optional operation.
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If the Action on AMD is set to Leave a Voice Mail, then the Result node for
Answer Machine allows only Application operation so that the system can leave
a message for the customer.
If the Action on AMD is set to Continue with Agent, then the Result node for
Answer Machine allows only Agent operation so that the agent can decide next
action.
Applications
Driver Application Use to specify a CCXML application for making outbound calls. DriverApp defines
the CCXML application that you can use for the outbound calls. This field lists all
applications defined as POM:Driver in the Experience Portal application
configuration. The selected application must have all resources (TTS, ASR etc.)
required by the applications invoked from this strategy.
Note:
For POM, two new application types are added in Avaya Aura® Experience Portal:
• POM:Driver: POM:Driver has to be a CCXML application used to launch calls
and allocate the Automated Speech Recognition (ASR), and the Text to Speech
(TTS) resources.
• POM:Application: The POM:Application type is a type of custom application. You
can run this application through a campaign strategy. These applications get the
ASR/TTS resources from POM:Driver application.
Nailer Application This is applicable only for agent-based campaigns. You can specify a CCXML
application which takes care of establishing contact with an available agent, also
called as nailing the agent.
Nuisance Call Use to specify the Avaya Aura® Orchestration Designer application that is played to
Application the customer if POM marks the call as nuisance call. You can configure the
Nuisance Call Application as an OD VXML application that is configured as type
“POM:Application” from System Configuration > Applications.
On Hold Use to specify the Avaya Aura® Orchestration Designer application that is played to
Application the customer if an agent places the customer call on hold. You can configure the
On Hold Application as an OD VXML application that is configured as type
“POM:Application” from System Configuration > Applications.
Pacing Parameters: The properties differ depending on the pacing type you choose.
Call Pacing Type Use to specify the pacing type for the given task.
Min. Ports Use to specify the minimum number of POM ports for the given task. For more
information, see Licensing page field descriptions on page 40.
Max. Ports Use to specify the maximum number of POM ports for the given task.
If you select the Call Pacing Type as Cruise Control, you see the following additional properties:
Desired Service Use this to specify a service level against which the POM system compares the
Levels realized service levels to determine the magnitude and direction of service level
errors. You can specify any value between 70 and 99.
Min Agents Use to specify the minimum number of agents required for a task. You can specify
any number between 0 and 9999.
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Max Agents Use to specify the maximum number of agents required for a task. You can specify
any number between 1 and 9999.
Agent Outbound Use to specify the agent with the required outbound skills so POM can assign the
Skills call. If POM is installed in Ocena mode, when you click Agent outbound skill, the
system displays a dynamic window Ocena Skills with a list of the attributes. You
can select one or more attributes from the list. This list is fetched from Avaya
Oceana® Solution.
ACW Time (Sec) Use to specify the amount of time, the agent gets after the call, to wrap up the call
with notes or other with other related work.
# of ACW Use to specify the number of After Call Work (ACW) extensions required for an
extensions agent.
Default completion Use to specify the completion code and assign the completion code to the call, if
code the agent does not provide the completion code.
If you select the Call Pacing Type as Expert Call Ratio you see the following additional properties:
Expert Call Ratio Use to specify the ratio type as Agent Work Time or Agent Update Time.
Type
For Agent Work Time, the POM system considers the number of agents in busy
state to calculate the pace and adjusts the calling pace accordingly.
For Agent Update Time, the POM system considers the number of agents in wrap
up state to calculate the pace and adjusts the calling pace accordingly.
The number of agents to consider is derived from the Value (%) field.
Value (%) For Agent Work Time, enter a percent value from 0 through 100. The
recommended setting is from 29 through 71.
For Agent Update Time, enter a percent value from 0 through 100. The
recommended setting is from 32 through 78.
You can specify a higher value if you want to increase the speed of dialing.
Initial Hit Rate (%) The initial hit rate, a number, determines the average number of calls per agent
that the POM system makes during the first 5 minutes of the campaign job.
The initial hit rate is the number of call completions compared with call attempts.
If you set the rate too low, at 20 to 30, the dialer can make more connects than
your agents can handle during the initial dialing period.
If you set the rate too high, over 70, the POM system can fail to make enough
connections to keep your agents busy.
Minimum Hit Rate The minimum hit rate, a number, determines the maximum number of calls to place
(%) to make an agent connection. The minimum and the maximum values are 1 and
100 respectively in the increments of 10. The default value is 30.
Min Agents Use to specify the minimum number of agents required for a task. You can specify
any number between 0 and 9999.
Max Agents Use to specify the maximum number of agents required for a task. You can specify
any number between 1 and 9999.
Agent Outbound Use to specify the agent with the required outbound skills so POM can assign the
Skills call. If POM is installed in Ocena mode, when you click Agent outbound skill, the
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system displays a dynamic window Ocena Skills with a list of the attributes. You
can select one or more attributes from the list. This list is fetched from Avaya
Oceana® Solution.
ACW Time (Sec) Use to specify the amount of time, the agent gets after the call, to wrap up the call
with notes or other with other related work.
# of ACW Use to specify the number of After Call Work (ACW) extensions required for an
extensions agent.
Default completion Use to specify the completion code and assign the completion code to the call, in
code case the agent does not provide the completion code.
If you select the Call Pacing Type as Preview you see the following additional properties:
Timed Preview Use to enable or disable the timed preview. If you enable the timed preview, the
agent sees the preview of a contact for a specified time period. Select Yes to
enable the time-based pacing preview.
Preview Time (Sec) Use to specify the time duration in seconds for which the agent is given the
preview of a contact.
Can Cancel Use to specify if the agent can cancel the preview. If you set the value to Enabled,
Preview the agent can cancel the preview.
Min Agents Use to specify the minimum number of agents required for a task. You can specify
any number between 0 and 9999.
Max Agents Use to specify the maximum number of agents required for a task. You can specify
any number between 1 and 9999.
Agent Outbound Use to specify the agent with the required outbound skills so POM can assign the
Skills Campaign. If POM is installed in Ocena mode, when you click Agent outbound
skill, the system displays a dynamic window Ocena Skills with a list of the
attributes. You can select one or more attributes from the list. This list is fetched
from Avaya Oceana® Solution. In case of multiple attribute, only the agent with all
matching attributes is attached to the campaign.
ACW Time (Sec) Use to specify the amount of time the agent gets after the call, to wrap up the call
with notes or other with other related work.
# of ACW Use to specify the number of After Call Work (ACW) extensions required for an
extensions agent.
Default completion Use to specify the completion code and assign the completion code to the call, if
code the agent does not provide the completion code.
If you select the Call Pacing Type as Progressive you see the following additional properties:
Over Dial Ratio Use to specify the dialing ratio with respect to the number of available agents. For
example if you set the over dial ratio as 1, POM dials 1 call for 1 agent. You can
also specify a float value like 1.2. If you specify the over dial ratio as 1.2, then POM
dials 12 calls for 10 agents. The higher the over dial ratio, the chances of nuisance
calls are also increased depending on the hit rate. You can specify any number
between 1.0 and 100.
Min Agents Use to specify the minimum number of agents required for a task. You can specify
any number between 0 and 9999.
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Max Agents Use to specify the maximum number of agents required for a task. You can specify
any number between 1 and 9999.
Agent Outbound Use to specify the agent with the required outbound skills so POM can assign the
Skills call. If POM is installed in Ocena mode, when you click Agent outbound skill, the
system displays a dynamic window Ocena Skills with a list of the attributes. You
can select one or more attributes from the list. This list is fetched from Avaya
Oceana® Solution.
ACW Time (Sec) Use to specify the amount of time, the agent gets after the call, to wrap up the call
with notes or other with other related work.
# of ACW Use to specify the number of After Call Work (ACW) extensions required for an
extensions agent.
Default completion Use to specify the completion code and assign the completion code to the call, if
code the agent does not provide the completion code.
If you select the Call Pacing Type as Time Based you see the following additional properties:
Call Pace Specify a value between 1 to 1000000. This is rate of calls. For example if this
value is 10 and unit is minute, POM tries to make 10 call attempts in 1 minute.
Call Pace Time Unit Select the unit for the rate specified with Call Pace. The available values are
'Second', 'Minute' and 'Hour'.
If you select the Call Pacing Type as Skill Based you see the following additional properties.
Note:
The Skill Based Call Pacing Type is not visible if you have installed POM in Oceana mode.
Skill Use to select the inbound skill to monitor for the pacing of this task.
If you disable the skill for pacing, while the skill-based campaign is running, the
changes do not take effect immediately on the running campaign. You must stop
the skill-based campaign manually and change the skill being monitored from the
campaign strategy.
Parameter Select the parameter to monitor for the pacing algorithm.
EWTLevel You can edit this property only when you select value Expected Wait Time in the
Parameter property. You can select either High, Med, Low, or a combination of
these values.
When you click SHOW SOURCE button to view the XML file, the “ewtLevels” key
value pair with selected levels is displayed on the screen.
Desired Value Depending on the parameter selected, specify appropriate values. For Expected
Wait Time, specify a valid integer value between 1 to 7200. For Service Level ,
specify a valid integer value between 1 to 100 .For Avg Speed of Answer , specify
a valid integer value between 1 to 100 .For Queue Length, specify a valid integer
value between 1 to 1000.
Initial Pace Use to specify the initial value of the number of call attempts in the pacing interval.
Pace Interval Use to specify the time unit for the call pacing. You can specify the value in either
seconds, minutes, or hour.
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Pacing Variation Use to specify the pacing variation percentage. POM uses this value as a step to
(%) vary the pace depending upon the parameter value.
Max Pace Value Use to specify the maximum pacing value for the task. You can specify a value
between 1 to 500000. POM never exceeds this pace.
Selector
Use the selector handler to change the way the system establishes a contact with the required
contact record. For example, for campaign to make a voice call between 9 a.m. to 5 p.m., and
after 5 p.m. send an SMS to the contact. You can specify the condition using the Selector handler.
To place any such condition, you must place the Selector handler as the first handler. For any
other actions to perform, you can place one or more handlers such as SMS, Call, Mail, or Custom.
You can also use the Selector node for 2 way SMS and 2 way email campaigns.
The Selector node has 2 child nodes, Conditions and Condition.
The following table lists the properties and descriptions of the node:
Property Name Description
Name Use this as a display name in the campaign strategy editor. If you do not
specify a name, then the default name is Selector.
Description Specify a description for the Selector node.
State State has the default value as done. If a particular result is not handled by
adding a result node, then the State value from the Selector node is used as
the State for that result. By default it has 3 values, initial, done and wait.
As you add new handlers in the campaign strategy, those states are available
in the State drop-down list.
Edit Description Use to edit the description of the Selector node.
Restrictions
Restrictions node is a parent node for Restrict on page 294, Custom Restrict on page 297, and
Override on page 299 nodes. Restriction node has only one property; Name.
Use the Name property as a display name in the campaign strategy editor. If you do not specify a
name, then the default name is Restrictions.
Use the Description property to specify a description for the Restrictions node.
Use the Edit Description property to change the description of the Restrictions node.
Note:
All restrictions specified in the campaign strategy and campaign restrictions are processed
from top to bottom in the order they are listed, except for the DNC, which is applied first before
any other restriction. If two more restrictions match, although they have different exceptions,
then the system applies the last restriction.
Sample case study — Appointment reminder
Swedish clinics chose Premiere Global's Appointment Reminders application to send automated
voice reminders to their patients of their upcoming appointments.
All 50 clinics in the network operate under one central appointment reservation system called
MYSIS. Two business days before the scheduled appointment date, a file is exported for each
clinic containing the patient name, phone number, appointment date, time, and location. The FTP
submission is sent into the system which builds the job based on the profile setting and cues it up
for delivery. The system then uses Text-to-Speech to deliver the message while inserting the
appropriate appointment details. The message also uses Data Collection allowing the patients to
press 1 to request a call to reschedule and press 2 to cancel the appointment.
Each delivery report is sent directly to the Clinic Administrator who can take appropriate action on
the non-deliveries, cancels, or reschedules.
You can design the reminder in 2 ways:
• Use Record Selection criteria in the Campaign Creation Wizard (CCW): Use to filter only
those records whose appointment date is after 2 days. This is an efficient way to create the
appointment reminder as the campaign runs with filtered records and hence requires less
resources. Use the attribute date and name it as appointment_date to store the appointment
date. Specify the Filter Criteria as all records whose appointment_date is equal to $TODAY
+2, that is, 2 days after the current date.
• Use Restrictions in the campaign strategy: Use to restrict all contacts whose
appointment_date is NOT EQUAL to $NOW + 48. Use $NOW to specify the current date and
time. In this case when the system compares the date type attribute, the system compares
the value with the system’s current date. In this case, to apply an offset, that is, increment to
$NOW, specify the offset value in hours. To specify 2 days after the current date, the offset is
48 hours.
Important:
Use $NOW to specify the current date, time, or timestamp. You can use $NOW with attributes
having datatype as date, time, or timestamp. For this case study, you use time datatype. The
attribute sch_time is of the datatype time and stores the delivery time of each record.
You can use offsets with $NOW that is increment or decrement the value with respect to
$NOW. For example, $NOW+3 when compared with time or timestamp datatype, represents
current time + 3 hours. Similarly, $NOW+72 when compared with current time represents
current time+72 hours, but when compared with current date, represents current date+3 days.
$NOW+3.25 when compared with timestamp represents current time+3.15 hours.
Applying restrictions for the furniture delivery schedule case study
There are 2 schedules that you handle for the furniture delivery schedule:
• Elapsed schedules
• Schedules which are more than 3 hours away
Assume that current time is 12:00 hours, that is, $NOW=12:00 hours
The Calling window shifts with $NOW values, that is, if $NOW=12:00 pm, then the system does
not place a call for a delivery schedule at 4:00 pm as the calling window is only 3 hours. The
system places a call to the same contact after 1:00 pm. For such contact records, you must mark
the records as temporary restricted.
Restrict all schedules which are less than $NOW or the system must not call until 12:00 hours. So
the Max Contact Time value for the restriction area (a) is $NOW.
For the restriction area (a), specify the Type as permanent. This marks the record restricted and
the system does not retry this record. All the records whose delivery time is elapsed are not
required to be called during the campaign.
Restrict all schedules which are greater than $NOW+3 or the system must not call beyond 3:00
hours. So the Min Contact Time value for the restriction area (b) is $NOW + 3.
For the restriction area (a), specify the Type as temporary. This marks the record restricted and
the system retries to check if the restriction is still valid for the records, once the restriction
condition becomes invalid for the record, the POM places a call to the contact record.
Restrict
Use the Restrict node to apply restrictions on the contacts. You can base the restrictions on both
predefined and custom attributes. Restrict node has one child node as RestrictException on
page 298.
Note:
The mandatory properties for the node appear bold.
If a contact is in temporary restrict state because of the restrict condition, then the contact is not
dialed. The restrict condition is rechecked after the re-check interval of the temporary restrict
condition. If the customer does not specify the re-check interval of the condition, then the default
value is 1 minute.
The Temporary Restricted Attempts value is a counter value which counts the number of attempts
made for every contact to be dialed at that point of time.
Note:
This count is not the actual attempts made for the every contact, but just a check. Depending
on the recheck time interval set in the Campaign Strategy, the system checks whether the
restriction is applicable for every contact before the contact is dialed. If the restriction is
applicable, the Temporary Restricted Attempts counter is incremented.
The Temporary Restriction Counts value is a counter value which counts the total number of
contacts which are temporarily restricted.
Both the Temporary Restriction Attempts and Temporary Restriction Counts values can decrease
over time. If the contact no longer matches the temporary restrict criteria and the contact is dialed,
the Temporary Restriction Counts counter is reduced by 1. All Temporary Restriction Attempts
made for this contact are also deducted.
For example, let us say there are 200 contacts which are temporarily restricted, and for those 200
contacts there have been 5000 rechecks done to verify if the temporary restrict is still applicable.
Then the Temporary Restriction Counts will show 200 and Temporary Restriction Attempts will
show 5000 at that point of time. Let us assume for 1 contact 25 rechecks have been performed so
far.
If the temporary restriction is not applicable for 1 contact anymore, then the Temporary Restriction
Counts value is decreased by 1 and the new value is now 199. Simultaneously the Temporary
Restriction Attempts value for that contact is also reduced. So all 25 rechecks are deducted from
the Temporary Restriction Attempts count. Then the new Temporary Restriction Attempts value will
be 4975.
The following table lists the properties of the node and their descriptions:
Property Name Description
Name Use this as a display name in the campaign strategy editor. If you do not specify a
name, then the default name is Restrict.
Description Use to specify the description for the Restrict node.
Type Type property decides whether to apply the restrictions permanently or
temporarily. If the restrictions are of type permanent then the contact which
matches the restriction condition is not attempt and the contact gets the
disposition as Restricted_Other. If the restrictions are temporary then the contact
which matches the restriction condition is not attempted and instead the contacts
is validated against all the restrictions defined in that handler again after the
recheck interval specified. A contact is attempted for dialing only when it does not
match any of the restriction conditions. The default value is 1 minute.
Re-check Interval Use this to specify a time interval after which when a contact attempt is restricted
(min) because it matched some restriction of type 'temporary' it will be again checked for
all the restrictions defined in that handler. If no value is specified for this parameter
then it will be considered as 1 minute.
Attribute Type AttributeType defines if the attribute is system or contact.
Attribute Attribute drop-down gets its value based on the value in AttributeType property. If
the AttributeType is system, then Attribute property gets four values, day, date,
time and dnc. If the AttributeType is contact then all contact attributes are listed in
the Attribute drop-down.
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Note:
Not Equals operator filters only not NULL attribute value which is different
from the given value in Restrict or Exception node. To apply restrict or
exception to any attribute value including NULL, which is different from the
given value, use the IsNull operator in addition to Not Equals operator.
Value Value property defines the actual value which evaluates the condition.
MinValue If the value of the attribute is greater than the value in Min Value property, then
POM restricts such contacts.
Max Value If the value of the attribute is less than the value in Max Value property, then POM
restricts such contacts.
Note:
When the Min Value is less than Max Value, all contacts in the range including Min Value and Max
Value are restricted.
When Min Value is greater than Max Value, all contacts in the range including Min Value and Max
Value are contacted.
When you specify value, you cannot specify Min Value/Max Value and vice versa. It is possible to
give either Min Value and Max Value or both.
For Value, Min Value, and Max Value properties, you can type $NOW for any attribute of date, time, or
timestamp data type.
Note:
$NOW is case-sensitive.
These datatypes evaluate $NOW.
For example:
• If the datatype is date type, then it evaluates $NOW as current date.
• If the datatype is time type, then it evaluates $NOW as current time.
• If the datatype is timestamp type, then it evaluates $NOW as current date and time.
For time, and timestamp datatypes, only the hour part is compared. For example, if the restriction is
based on time datatype, and if you mention the Min Value as $NOW, only the hour part of time is
considered for comparison.
Note:
If you are using the time attribute, do not use the specific time value input. The time value input
compares the exact time as hh:mm:ss. To restrict or except specific time, use the $NOW, or a range
using Min Value, and Max Value values. For example, do not specify the time value input as
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16:00:00, 16:23:23. Instead specify the time value input as Min Value as 16:00:00 and Max Value as
16:59:59.
Edit Description Use to change the description of the node.
Note:
Date and Time based comparisons use the date and time format specified in Global Date
Format field. Ensure that you specify the date and time without separators.
In a campaign, to restrict all platinum card holders from receiving the calls permanently for that
campaign. In the Restrict node, you can set the AttributeType as contact. Select the Card_Type or
some contact attribute which saves the information about the contact’s credit card type. In the
Value property, you can set the value as PLATINUM. So when the campaign runs, the platinum
card holders are not contacted.
If the restrict type is temporary, then only the user can specify the recheck interval. If the user
does not specify the value for the recheck interval then the default value is 1 minute. Before
making call attempts, the restrictions are checked and the attempt is not made, if the restriction
condition is met.
For restrict of type temporary, if the condition is matched, the attempt is not made and the contact
is rechecked after the recheck interval.
Custom restrict
Use the Custom Restrict node to apply restrictions using custom classes. You can base the
restrictions on both predefined and custom attributes. The behavior of the custom restrict node is
same as that of the restrict node, but the only difference is that you can specify a custom class to
apply the restriction. The following table lists the properties and descriptions of the node:
Property Name Description
Name Use this as a display name in the campaign strategy editor. If you do not specify
a name, then the default name is Custom Restrict.
Description Use to specify the description for the Custom Restrict node.
Type Type property decides whether to apply the restrictions permanently or
temporarily. If the restrictions are of type permanent then the contact which
matches the restriction condition is not attempt and the contact gets the
disposition as Restricted_Other. If the restrictions are temporary then the contact
which matches the restriction condition is not attempted and instead the contacts
is validated against all the restrictions defined in that handler again after the
recheck interval specified. A contact is attempted for dialing only when it does
not match any of the restriction conditions. The default value is 1 minute.
Re-check Interval Use this to specify a time interval after which when a contact attempt is restricted
because it matched some restriction of type 'temporary' it will be again checked
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Exception
This is the child node for Restrict node. Use the Exception node to exempt contacts from the
parent restricting condition.
You can base the Exceptions on system or contact attributes.
Exception has no child node.
Note:
All mandatory properties of the node appear as bold.
The following table lists the properties of the node and their descriptions:
Property Name Description
Name Use this as a display name in the campaign strategy editor. If you do not specify a
name, then the default name is Exception.
Description Use to specify the description for the Exception node.
Attribute Type Attribute Type defines if the attribute is system or contact.
Attribute Attribute drop-down gets its value based on the value in Attribute Type property. If the
Attribute Type is system, then Attribute property gets four values, day, date, time and
dnc. If the Attribute Type is contact then all contact attributes are listed in the Attribute
drop-down.
Operator You can use the operator with the attribute and its values. You can select any operator
from Equals, Not Equals, IsNull, IsNotNull.
For example, if you have an attribute FirstName NOT EQUALS “Abc”, then NOT
EQUALS is an operator.
Value Value property defines the actual value which evaluates the condition.
Min Value If the value for the attribute is greater than the value in Min Value property, then all
those contacts are exempted from restriction.
Max Value If the value for the attribute is less than the value in Max Value property, then all those
contacts are exempted from restriction.
Edit Description Use to edit the description of the node.
Note:
Date and Time based comparisons use the date and time format specified in Global Date
Format field. Ensure that you specify the date and time without separators.
Example
In the above campaign, to restrict platinum card holders to receive calls; except those for whom
the amount due is more than 50000, add Exception tag under Restrict tag. In the Attribute Type,
select contact and the contact attribute which saves the due amount. In the Min Value attribute,
put 50000. Now you can call all contacts who have due amount more than 50000, even if the card
holders are platinum card holders.
Override
Use the Override node to override the Global Restrictions. Global restrictions are restricting
conditions which you can apply across all campaigns. So for one campaign if you do not want to
apply the global restrictions, you can override the restriction with the Override node.
Override node has Exception on page 299 node as a child node.
Note:
All mandatory properties of the node appear as bold.
The following table lists the properties of the node and their descriptions:
Property Name Description
Name Use this as a display name in the campaign strategy editor. If you do not specify a
name, then the default name is Override.
Global ID Global ID is a mandatory property. The ID that you specify while creating a
campaign restriction is listed in the global ID drop-down list. Using the global ID,
you can override a campaign restriction.
Also, you must set the condition to select the contacts to override, in the Exception
node.
There is no direct way to override the restriction for all contacts. You can set such
a condition, which are created by all contacts in the Exception node.
Description Use to specify a description for the Override node.
Edit Description Use to change the description of the node.
Exception
Exception node under Override node works the same was as Exception node under Restrict node.
The only difference is that Exception node under Override node exempts the contacts from the
campaign restricting conditions, whereas Exception node under Restrict exempts the contacts
from the campaign level restricting conditions.
All properties have the same functionality as that of Exception node under Restrict tag.
Note:
Date and Time based comparisons use the date and the time format specified in Global Date
Format field. Ensure that you specify the date and time without separators.
Example
You have a global restriction to restrict all contacts who have received calls in last 72 hours and
which has Id set to 2.
In one of the campaigns, to override this restriction for all contacts, you can set some condition
which is generic and is met by all contacts.
You can select the AttributeType as system and Attribute as day, and set the Value as the current
day, for a campaign which runs for one day.
Alternatively, you can select some attribute, common to all contacts such as Salary, and set the
MaxValue to a very high value such as 100000000000. So either one of the conditions is met by
all contacts, and you can exempt them from the campaign restriction.
Address
Use the Address node to define the contact attribute, to make a call, or send an SMS, take a
custom action, send an email message.
You can use multiple address nodes inside a task. POM selects the first matching address based
on Min Contact Time and Max Contact Time for a contact, when a campaign is run. The current
time in a contact's time zone is used for all time comparisons.
For Call and SMS action, you can set one of the phone number attributes, and for mail action, you
can set one of the email attributes.
Address node is a mandatory node, and has no child nodes.
Note:
All mandatory properties of the node appear bold.
The following table lists the properties of the node and their descriptions:
Property Name Description
Name Use this as a display name in the campaign strategy editor. If you do not specify a
name, then the default name is Address.
Description Use to provide description about the address node.
Min Contact Time Min Contact Time defines the earliest time when the contact must be contacted
using this address. So from 00:00 to Min Contact Time, this address is not used.
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Note:
If the Min Contact Time is greater than the Max Contact Time then the
condition is reverse, that is , you can make calls from Max Contact Time till
23:59 from the earlier day, and from 00:00 to Min Contact Time , the next
day. For example, Min Contact Time is 23:00 and Max Contact Time is
05:00. Then you can make calls from 23:00 to 23:59 on the earlier day and
from 00:00 to 05:00 on the next day. Date and Time based comparisons use
the date and time format specified in Global Date Format field.
Max Contact Time Max Contact Time defines the time till when the contact can be contacted using
this address. So from Max Contact Time to 23:59, this address is not used. This
address is used, either from 00:00 or Min Contact Time, if set, till Max Contact
Time. For example, if you are running a campaign and you do not want to contact
the contact after 8pm, you can set the Max Contact Time to 20:00:00.
Weekdays Only Weekdays Only property is of Boolean type. If set to true, this address is used
only on weekdays. If false, the address is used on all days. This property uses the
weekend days set in the global configuration. The default value is false.
Contact Attribute Contact Attribute is a mandatory property. All predefined and custom attributes of
type phone and email are listed in the drop-down list. Select the phone number
attribute which you use to call or send SMS or select the email address to send
mail.
Edit Description Use to edit the description of the address node.
Sender's Address
Note:
The Sender's Address node was referred to as ANI in releases before POM 2.5 Service Pack
1 release.
Use Sender's Address to set a conditional Sender's Address.
For example, to override the address set in the sender's address property of Call node, you can
add a condition based Sender's Address.
Note:
All mandatory properties of the node appear as bold.
Sender's Address node has one child node; Condition on page 302.
The following table lists the properties of the node and their descriptions:
Condition
Use the Condition node to set the condition for Sender's address (Calling ID for voice calls, SMC
channel for SMS and From Address for email). The condition you specify is evaluated, and if the
condition matches, the Address set in Condition node is displayed or sent to the contact.
Condition has no child nodes. All mandatory properties for the node appear as bold.
Note:
Date and Time based comparisons use the date and time format specified in Global Date
Format field.
The following table lists the properties of the node and their descriptions:
Property Name Description
Name Use this as a display name in the campaign strategy editor. If you do not specify a
name, then the default name is Condition.
Value The value set in the Value property is matched against the value of the contact
attribute set in the Sender's address node. If the value matches, the address set
in the Address property is sent to the contact as Sender's Address.
Description Use to specify the description for Condition node.
Address Use Address property to set the address to be sent, if the condition matches.
Note:
POM does not support non-english language characters for this field, if
Sender's address is added under Mail action node.
ResultProcessors
ResultProcessors is a container node for Result nodes.
Within ResultProcessors, you can add multiple Result nodes to handle different dispositions or
contact attempt results. ResultProcessors have only one child node; Result on page 304.
Note:
All mandatory properties of the node appear as bold.
The following table lists the properties of the node and their descriptions:
Property Name Description
Name Use this as a display name in the campaign strategy editor. If you do not specify a
name, then the default name is ResultProcessors.
Description Use to specify a description for the ResultProcessors node.
Next State Next State has the default value as done. If a particular result is not handled by
adding a result node, then the Next State value from the ResultProcessors node is
used as the Next State for that result.
By default it has 3 values, initial, done and wait.
As you add new handlers in the campaign strategy, those states are available in the
Next State drop-down list.
Custom Use to select the custom processor class that POM invokes for each completion code.
Processor You can have:
• Publish: If you select this option, POM publishes all results to a ActiveMQ
server pom.attempt.result.topic . You can write a client program to
subscribe to this topic to read the results from the JMS topic. You can have multiple
clients reading results from the topic. POM provides a sample client which you can
use as a reference. This sample client reads the results and writes them to a file in
the Export folder. You can execute the sample client using $POM_HOME/bin/
testResProcClient.sh You can change the location of export folder from the
Global Configuration page. For more information about the sample client, see
Developer Guide for Proactive Outreach Manager.
POM publishes every result as an object of type PomResultInfo, comprising of:
String campaignName,int jobID, long pimSessionID, String contactID, int
contactGroupID, String contactGroupName, String address, String result, String
zoneName
For more information about Publish, see Application notes on Avaya Support site at
http://support.avaya.com.
• Custom: If you select this option, you can specify a Java class for processing
custom results. This Java class must implement the
PomCustomResultProcessor interface. POM initiates this class and invokes
when a result is available. The result data is passed as part of PomResultInfo
parameter.
• None
Result Use to specify the custom class.
Processor
Custom Class
Table continues…
Result
Use the Result node to handle different dispositions or call attempt results. The action you want to
take, such as use another channel to contact, retry the channel or just move out the contact from
the campaign once you obtain the result, use the Result node.
Based on the value in the Value property, and the call pacing type you select, the child nodes for
Result node change. For all other values, you can use application or retry. If you use application,
you can also use the custom action.
At the time of result processing, if the contact has a callback set, then while processing the result,
only the Custom class is invoked, if specified. The rest of the result processing for that contact is
skipped till the callback is attempted. So, callbacks take precedence over retries.
Note:
If any completion code needs agent treatment in a campaign strategy, then ensure you set the
Next State to wait so that the contact is not marked as done.
The following table lists the properties of the node and their descriptions:
Property Name Description
Name Use this as a display name in the campaign strategy editor. If you do not specify a
name, then the default name is Result.
Description Use to specify the description for the Result node.
Value All available completion codes are listed in the drop down. Select the result
(completion code) to take action on.
Based on the received result, you can decide whether to keep the contact in the
campaign, or move the contact to done state and move the contact out of the job.
Next State By default there are 3 values in the drop- down list; initial, wait and done.
As you add new handlers in the campaign strategy, those states are available in
the NextState drop-down list.
Next State After Use this value to specify time value in seconds. After the value specified is
(sec) reached, the state of the contact is set to the value mentioned in the Next State.
This is useful if you want to wait for another result before taking further action on
this result.
Table continues…
Related links
Call Result Custom node on page 305
Custom result node under Application node of SMS, Email, and Custom on page 306
Related links
Result on page 304
Related links
Result on page 304
Application
Use the Application node as a container node, to invoke one of the available application types.
For Call action based on the value in the Value property, you select for the Result node.
For SMS and mail action, two child nodes are available: AvayaNotify and Custom. You can use
only one node at a time.
Note:
All mandatory properties of the node appear as bold.
Property Name Description
Name Use to specify the name for the application node.
Description Use to specify the description of the application node.
Edit Description Use to edit the description of the application node.
Agent
Use this node to specify the action to take for agent based campaigns.
Note:
All mandatory properties of the node appear as bold.
The following table lists the properties of the node and their descriptions:
Property Name Description
Name Use to specify a display name in the campaign strategy editor. If you do not
specify any name, the default name is Agent.
Description Use to specify a description of the node.
Agent Script Use to specify the agent script that the system displays on the agent
desktop.
Note:
POM might display an agent script associated for Answer_Human to
the agent even if POM detects an Answer_Machine. to honour
compliance timers.
Callback Parameters
Preferred Agent Call back Use to enable or disable the callback parameter. The parameter is enabled
by default. If the parameter is disabled, then an agent cannot schedule a
preferred agent callback.
Campaign Call back Use to enable or disable the callback parameter. The parameter is enabled
by default. If the parameter is disabled, then an agent cannot schedule a
callback for a campaign.
General Call back Use to enable or disable the callback parameter. The parameter is enabled
by default. If the parameter is disabled, then an agent cannot schedule a
general callback.
Can Cancel Call back Use to enable or disable the callback parameter. The parameter is enabled
by default. If the parameter is disabled, then an agent cannot cancel a
callback.
Nailing Call Timeout (sec) Use to specify the time in seconds to wait for the agent to pick up the nailing
call. The minimum value is 10 seconds and the maximum value is 1800
seconds.
Edit Description Use to edit the description of the node.
Avaya Notify
Use Avaya Notify application to:
• Play the text, if you use it under Call action node.
• Send an SMS, if use it under sms action node.
Avaya Agent
Avaya Agent application is only available under Call action node.
Avaya Agent application is similar to Avaya Notify application, it also plays out the notification
text when the call is answered, and additionally, transfers the call to the destination number you
provide.
Avaya Agent application has no child node. All mandatory properties for the node appear as bold.
The following table lists the properties of the node and their descriptions:
Property Name Description
Name Use to specify a display name. The default name is Avaya Agent.
Text ID Text ID works in the same way as for Avaya Notify application.
Destination Provide a destination number to transfer the call after playing the notification text.
If you provide VDN, then the call gets transferred to that VDN. POM does not
verify if the agents are available to take the call before transferring it.
Note:
If you do not enable the Enhanced CCA parameter in campaign strategy,
then the Destination value for VDN is not considered by POM and the call is
not routed to agent VDN.
If you provide tel:AvayaPOMAgent as the destination, then the calls are
transferred to a POM agent nailed to the respective campaign. Ensure you
configure pacing parameters required for agent based campaigns.
Description Use to specify the description for Avaya Agent.
Table continues…
Note:
If the MinContactTime is greater than the MaxContactTime then the condition
is reverse, that is , you can make calls from MaxContactTime until 23:59
from the earlier day, and from 00:00 to MinContactTime , the next day.
For example, MinContactTime is 23:00 and MaxContactTime is 05:00. Then
you can make calls from 23:00 to 23:59 on the earlier day and from 00:00 to
05:00 on the next day. Date and Time based comparisons use the date and
the time format specified in Global Date Format field.
Table continues…
Url
Use Url application to assign the application Url, and call the application when the call is
answered.
Url application node does not have any child node.
Note:
All mandatory properties of the node appear as bold.
The following table lists the properties of the node and their descriptions:
Property Name Description
Name Use this as a display name in the campaign strategy editor. If you do not specify a
name, then the default name is Url.
Description Use to specify the description for the Url node.
Url You can provide the application Url in the Url property. To add some contact
attribute as part of the Url, then click Edit Url. The drop-down list has all contact
attributes pre-populated.
Select any contact attribute and then click Insert to insert at the cursor location in
the Url.
For example: To add a first name in the url, you can mention: http:// <domain
name>/hello.jsp?first_name= <firstName>&last_name=<lastName>, and select
the $first_name from the contact attribute drop-down.
Note:
Multi-tenancy rules are applicable to the contact attribute drop-down. For
information on multi-tenancy, see Organizational level access section in the
Administering Avaya Aura® Experience Portal guide.
Edit URL Use to edit the URL.
Edit Description Use to edit the description for the URL node.
Retry
Use the Retry node to retry if you cannot reach the contact.
For example, if the number is busy then wait for a couple of minutes and then try calling back
again.
Retry can have multiple address child nodes. If you specify more than one address child node,
POM dials the nodes in the order in which you specify the nodes.
Note:
All mandatory properties of the node appear as bold.
The following table lists the properties of the node and their descriptions:
Property Name Description
Name Use this as a display name in the campaign strategy editor. If you do not specify a
name, then the default name is Retry.
Description Use to describe the retry node.
Count Use to set the maximum number of retries. While processing any result (result
means the completion code of the previous attempt) for a retry, before making
any retry attempt, the system counts all the previous retries attempted for that
contact within that handler. A Retry attempt is only made if the number of previous
retry attempts is less than the value specified in the count parameter of retry node
for that result, else the attempt is not made. The contact moves to the state or
handler mentioned in the FailState in the retry node.
Interval (sec) Use to set the time in seconds to wait before a retry.
For example, if you specify the Count as 3, and Interval as 10, 20, 30, then POM
attempts the first retry after 10 seconds, the second retry after 20 seconds, and
the third retry after 30 seconds.
If you specify the Count as 3, and Interval as 20, then POM attempts each retry
after 20 seconds.
Address Looping The options are: You can choose to Enable or Disable the address looping. If you
enable Address Looping and you have specified the Count as 6, and have
defined 2 addresses, then POM attempts the first retry on the first address and
the second retry on the second address. Since the Count is 6, but there are only
2 addresses, POM will attempt the third retry again on the first address, and then
the fourth retry again on the second address in a loop manner till the number of
retries matches the value specified in the Count field.
If you disable Address Looping, then POM selects the first matching address
from all addresses under the Retry node after evaluating the minimum and
maximum times specified for the addresses. POM attempts the next address only
if the previous address is restricted due to the minimum and maximum times.
Fail State Use to move the contact to Fail State, if all retries fail.
Note:
Table continues…
Examples of Retry
Consider a campaign strategy where the retries are set as follows:
Result Count Interval FailState
Call Busy 2 30 done
Ring No answer 4 60 done
See the following examples for the behavior of POM in different scenarios.
Example 1
1. POM makes the first attempt to contact the customer and gets the completion code as Call
Busy.
2. A retry is mentioned on Call Busy so the first retry will be made after 30 seconds. POM
again gets the completion code as Call Busy.
3. Second retry will be made after 30 seconds. POM gets the completion code as Ring No
Answer.
4. A retry is mentioned on Ring No Answer so the third retry will be made after 60 seconds.
POM gets the completion code as Call Busy.
5. While processing Call Busy POM has already made 3 retries, whereas the allowed value is
only 2, so POM does not attempt the contact and the contact will move to fail state
specified here as done.
Example 2
1. POM makes the first attempt to contact the customer and gets the completion code as Call
Busy.
2. A retry is mentioned on Call Busy so the first retry will be made after 30 seconds. POM
again gets the completion code as Call Busy.
3. Second retry will be made after 30 seconds. POM gets the completion code as Ring No
Answer.
4. A retry is mentioned on Ring No Answer so the third retry will be made after 60 seconds.
POM gets the completion code as Ring No Answer.
5. Fourth retry will be made after 60 seconds. POM gets the completion code as Ring No
Answer.
6. While processing Ring No Answer POM has already made 4 retries whereas the allowed
value is only 4, so POM does not attempt the contact and the contact will move to fail state
specified here as done.
Example 3
1. POM makes the first attempt to contact the customer and gets the completion code as
Ring No Answer.
2. A retry is mentioned on Ring No Answer so the first retry will be made after 60 seconds.
POM again gets the completion code as Ring No Answer.
3. Second retry will be made after 60 seconds. POM gets the completion code as Call Busy.
4. While processing Call Busy POM has already made 2 retries whereas the allowed value is
only 2, so POM does not attempt the contact and the contact will move to fail state
specified here as done.
3. Select Phone 2 for first address, Phone 1 for second, Phone 3 for third and fourth.
Example 4
Consider you want to make a main attempt on phone 1 and 4 retries on 3 different numbers with a
time restriction on second retry phone number. Also, the second retry phone number falls in the
min and max time. To achieve this, do the following:
1. Use Phone 1 as address under the Call node.
2. Drag 3 addresses under Retry.
3. Select Phone 2 for first address, Phone 3 for second, and Phone 4 for third.
4. For Phone 3 address, set the min and max time.
5. Set the retry count to 4.
6. The retry sequence will be:
• First retry to Phone 2.
• Second retry to Phone 4.
• Third retry to Phone 4.
• Forth retry to Phone 2.
Consider the following examples of address looping when skip empty address looping is enabled.
Example 1
Consider one call attempt is made in the database with completion code set to
Contact_Address_Empty. To achieve this, do the following:
1. Use Phone 1 as address under the Call node. The Phone 1 value is empty.
2. Drag a address under Retry.
SMS
Use the sms node to send SMS. The SMS node has 5 children nodes; Restrictions, Address,
Sender's address, Applications, and ResultProcessors.
Note:
All mandatory properties of the node appear as bold. Ensure that the value of "Next State"
property of the Result Processor node is set to "wait" and you have a Result handler for SMS
Delivered with the value of "Next State" property set to "done”. The notifications and delivery
receipts are considered as inbound traffic. For more information about capacity and pacing on
Experience Portal, see Avaya Aura® Experience Portal documentation.
The following table lists the properties of the node and their descriptions:
Property Name Description
Table continues…
Name Use this as a display name in the campaign strategy editor. If you do not specify a
name, then the default name is SMS.
Description Use to specify the description for SMS node.
Sender's Address Sender's Address defines the Sender's address that is displayed to the caller. If the
Sender's address node is not added, then use this Sender's Address as Sender's
address.
Min Contact Time MinContactTime defines the earliest time when POM can send the SMS. So from
00:00 to Min Contact Time , you cannot send any SMS. You can send the SMS
from Min Contact Time to either Max Contact Time, if set, or till 23:59.
Note:
If the Min Contact Time is greater than the Max Contact Time then the
condition is reverse, that is , you can send SMS from Max Contact Time till
23:59 from the earlier day, and from 00:00 to Min Contact Time , the next day.
For example, Min Contact Time is 23:00 and Max Contact Time is 05:00.
Then you can send SMS from 23:00 to 23:59 on the earlier day and from
00:00 to 05:00 on the next day.
Date and Time based comparisons use the date and time format specified in
Global Date Format field.
Max Contact Time Max Contact Time defines the time till when you can make calls. So from Max
Contact Time to 23:59, you cannot send any SMS. You can send SMS, either from
00:00 or Min Contact Time, if set, till Max Contact Time. For example, if you are
running a campaign and you do not want to send SMS after 8pm, you can set the
Max Contact Time to 20:00:00.
Re-check Interval Use this to specify a time interval after which when a contact attempt is restricted
(min) because it matched some restriction of type 'temporary' it will be again checked for
all the restrictions defined in that handler. If no value is specified for this parameter
then it will be considered as 1 minute.
On Media Server On Media Server Failure has two values in the drop-down; retry or no_retry. If you
Failure choose retry, you can keep on trying to establish a connection with the media
server. If you choose no_retry, then you can mark the disposition as
Media_Server_Failure and move to the next contact.
Edit Description Use to edit the description for the SMS node.
Applications
SMS Application The built-in POM application used for inbound SMS and delivery receipts.
Pacing Parameters
SMS Pacing Type Use to select the pacing type as None, Time-based, or Skill-based.
Note:
The Skill Based Call Pacing Type is not visible if you have installed POM in
Oceana mode.
If you select the SMS Pacing Type as Time-based, you see the following additional fields:
Pace Use to specify the number of SMSs to send.
Table continues…
SMS Pace Time Use to specify the number of SMS to send for the selected time unit. You can
Unit specify the time unit in seconds, minutes, and hour.
For example, 5 SMSs to be sent per minute.
If you select the SMS Pacing Type as skill-based, you see the following additional fields:
Skill Use to specify the inbound skill to monitor.
If you disable the skill for pacing, while the skill-based campaign is running, the
changes do not take effect immediately on the running campaign. You must stop
the skill-based campaign manually and change the skill being monitored from the
campaign strategy.
Parameter Use to select a parameter for the skill based pacing.
Expected Wait Time You can edit this property only when you select value Expected Wait Time in the
Parameter property. You can select either High, Med, Low, or a combination of
these values.
When you click SHOW SOURCE button to view the XML file, the “ewtLevels” key
value pair with selected levels is displayed on the screen.
Desired Value Depending on the parameter you select, specify different values. For Expected
Wait Time, specify a valid integer value between 1 to 7200. For Service Level ,
specify a valid integer value between 1 to 100 .For Avg Speed of Answer , specify
a valid integer value between 1 to 1000 .For Queue Length, specify a valid integer
value between 1 to 7200.
Initial Pace Use to specify the number of SMSs POM can send in the Pace Interval.
Pace Interval Use to specify the time unit for pacing.
Pacing Variation Use to specify the % value of pace using which the actual pacing is varied to
(%) match the maximum pace. POM also uses the value you specify to match or
reduce the pacing to match to the initial pace.
Max Pace Use to specify a maximum pace value with which the campaign can run. The value
must be between 1 and 500000.
Edit Description Use to change the description of the node.
Mail
Use the mail node to send an email message.
The Mail node has 6 children nodes; Restrictions, Address, Sender's address, Attachment,
Application, and ResultProcessors.
The Application node under Mail node has AvayaNotify and CustomMail as child nodes.
In the Address node’s Contact Attribute property, only the type email contact attributes are
displayed in the drop-down list.
Note:
All mandatory properties of the node appear as bold. Ensure that the value of "Next State"
property of the Result Processor node is set to "wait" and you have a Result handler for Email
Delivered with the value of "Next State" property set to "done". For more information about
capacity and pacing on Experience Portal, see Avaya Aura® Experience Portal
documentation.
The following table lists the properties of the node and their descriptions:
Property Name Description
Name Use this as a display name in the campaign strategy editor. If you do not specify a
name, then the default name is Mail.
Description Use to specify a description for the Mail node.
Sender's Address Sender's Address defines the Sender's address that is displayed to the recipient. If
the Sender's address node is not added, then use this Sender's Address as
Sender's address.
Note:
POM does not support non-english language characters for this field.
Sender's Display Use to specify the name displayed as the Sender's email id.
Name
Reply To Use to specify the address where the receiver sends a reply.
Min Contact Time Min Contact Time defines the earliest time when POM can send the email
message. So from 00:00 to Min Contact Time , you cannot send any email
messages. You can send the email messages from Min Contact Time to either Max
Contact Time, if set, or till 23:59.
Note:
If the Min Contact Time is greater than the Max Contact Time then the
condition is reverse, that is , you can send email messages from Max Contact
Time till 23:59 from the earlier day, and from 00:00 to Min Contact Time , the
next day.
For example, Min Contact Time is 23:00 and Max Contact Time is 05:00.
Then you can send email messages from 23:00 to 23:59 on the earlier day
and from 00:00 to 05:00 on the next day.
Date and Time based comparisons use the date and time format specified in
Global Date Format field.
Max Contact Time Max Contact Time defines the time till when you can send email messages. So
from Max Contact Time to 23:59, you cannot send any email messages. You can
send email messages, either from 00:00 or Min Contact Time, if set, till Max
Contact Time. For example, if you are running a campaign and you do not want to
send email messages after 8pm, you can set the Max Contact Time to 20:00:00.
On Media Server On Media Server Failure has two values in the drop-down; retry or no_retry. If you
Failure choose retry, you can keep on trying to establish a connection with the media
Table continues…
server. If you choose no_retry, then you can mark the disposition as
Media_Server_Failure and move to the next contact.
Edit Description Use to edit the description of the Mail node.
Applications
Mail Application The built-in POM application used for inbound email messages and the delivery
receipts.
Pacing Parameters
If you select the Pacing Type as Time-based you see the following additional fields:
Pace Use to specify the number of email messages POM can send per second. You can
specify a value between 1 and 1000000.
Mail Pace Time Unit Use to specify the pace interval. You can specify the value in seconds, minutes or
hours.
If you select the Pacing Type as Skill-based you see the following additional fields.
Note:
The Skill BasedCall Pacing Type is not visible if you have installed POM in Oceana mode.
Skill Use to specify the inbound skill to monitor.
If you disable the skill for pacing, while the skill-based campaign is running, the
changes do not take effect immediately on the running campaign. You must stop
the skill-based campaign manually and change the skill being monitored from the
campaign strategy.
Parameter Use to select a parameter for the skill based pacing.
Expected Wait Time You can edit this property only when you select value Expected Wait Time in the
Parameter property. You can select either High, Med, Low, or a combination of
these values.
When you click SHOW SOURCE button to view the XML file, the “ewtLevels” key
value pair with selected levels is displayed on the screen.
Desired Value Depending on the parameter you select, specify different values. For Expected
Wait Time, specify a valid integer value between 1 to 7200. For Service Level ,
specify a valid integer value between 1 to 100 .For Avg Speed of Answer , specify
a valid integer value between 1 to 1000 .For Queue Length, specify a valid integer
value between 1 to 7200.
Initial Pace Use to specify the number of SMSs POM can send in the Pace Interval.
Pace Interval Use to specify the time unit for pacing.
Pacing Variation Use to specify the % value of pace using which the actual pacing is varied to
(%) match the maximum pace. POM also uses the value you specify to match or
reduce the pacing to match to the initial pace.
Max Pace Use to specify a maximum pace value with which the campaign can run. The value
must be between 1 and 500000.
Edit Description Use to change the description of the node.
Custom
A Custom node can be used under Application node. When a Custom node is used under
Application node inside Custom action, POM uses the specified Java implementation to carry
out custom action or result processing. When it is used under Application node inside a Call,
SMS, or Mail action, you must select the built in Avaya Aura® Orchestration Designer application
for the actions to be taken for calls, SMSs, or mails. You can also configure your own custom
applications from System Configuration > Applications.
When you select Custom action in the Application node, and configure your own custom
applications, then the custom application is invoked for a Call, SMS, or Mail action.
Important:
For custom Call, SMS, or Mail applications, ensure you provide the text that you want to
send/play through calls, SMS or mail, in the custom application
Custom node does not have any child node.
Related links
Custom Mail action on page 319
Custom SMS action on page 320
Important:
For custom Mail application, ensure you provide the text that you want to
send through e-mail, in the custom application
Related links
Custom on page 319
Important:
For custom SMS application, ensure you provide the text that you want to
send through SMS in the custom application
Related links
Custom on page 319
Attachment
Attachment node is used to send attachments with the mail. You can add up to 10 attachments.
The total size of the attachments should be in the range supported by standard email exchange
servers, that is, 10–25 MB. If the size of the attachments is very huge, the campaign can get stuck
if you have retry enabled for the campaigns.
Ensure that the attached file does not have blank spaces in the file name.
Note:
All mandatory properties of the node appear as bold.
Attachment node is used as a container node for its only child node Url.
Property Value
Name Use to specify a name for the attachment node.
Description Use to specify the description for the attachment node.
Table continues…
Property Value
URL Use to specify the location and name of the file to be sent as an
attachment. The file must be accessible over http or must be a file
available on the POM server. Specify the http url of the file or the file
path. Specify the file path as file:///<absolute path> and
ensure that you have the desired permission.
For example, file:////tmp/attachment/avya.jpg
7. Click Continue.
8. Select the Call node and select the application for the Driver Application property.
Note:
You must add the POMDriverApp application through the EPM application menu
before you can use it.
9. Select the Text Item node, and specify the value for the Text property.
10. Click Save.
8. Select the Text Item node and specify the Text property.
9. Select the Call node and specify the Call Applications property as PomDriverApp.
Note:
You must add the PomDriverApp application through the EPM Application menu,
before you can use it.
10. Specify the Call Pace value under the Pacing Parameters. You can specify any value
between 1 and 1000000.
11. Specify the Call Pace Time Unit value in seconds, or minutes, or hours.
12. Click Save.
Note:
Ensure that the value of Next State property of the Result Processor node is set to
wait and you have a Result handler for SMS Delivered with the value of Next State
property set to done. For more information about capacity and pacing on Experience
Portal, see Avaya Aura® Experience Portal documentation.
12. Click Save.
15. Specify the Pace Interval value. You can specify any value between 1 and 9999.
16. Specify the Pacing Variation (%) value.
17. Specify the Maximum Pace value.
18. Specify the Contact Attribute under the Address node.
19. Specify the Text ID property under the Avaya Notify node.
20. Specify the Next State property under the ResultProcessors node.
Note:
Ensure that the value of "Next State" property of the Result Processor node is set to
"wait" and you have a Result handler for SMS Delivered with the value of "Next State"
property set to "done". For more information about capacity and pacing on Experience
Portal, see Avaya Aura® Experience Portal documentation.
21. Click Save.
10. Select the Mail node and specify the Pacing Parameters.
11. Specify the Skill value.
12. Specify the Parameter value.
13. Specify the Desired Value value under the Pacing Parameters. You can specify an
optimum value between 70 and 100%. This range can vary depending on the Parameter
value you specify in step 12.
14. Specify the Initial Pace value. You can specify any value between 1 and 9999.
15. Specify the Pace Interval value. You can specify any value between 1 and 9999.
16. Specify the Pacing Variation (%) value.
17. Specify the Maximum Pace value.
18. Specify the Contact Attribute under the Address node.
19. Specify the Text ID property under the Avaya Notify node.
20. Specify the Next State property under the ResultProcessors node.
Note:
Ensure that the value of "Next State" property of the Result Processor node is set to
"wait" and you have a Result handler for Email Delivered with the value of "Next State"
property set to "done". For more information about capacity and pacing on Experience
Portal, see Avaya Aura® Experience Portal documentation.
21. Click Save.
Note:
You must add the POM Driver Application, Nailer application and other POM
applications through the EPM Application menu, before you can use it.
b. In the Driver Application field, click POMDriver.
c. In the Nailer Application field, click the appropriate value.
d. In the Nuisance Call Application field, click the appropriate value.
e. In the On Hold Application field, click the appropriate value.
f. In the Desired Service Level field, type an appropriate value between 70 and 100%.
g. In the Min. Agents field, type an appropriate value between 0 and 9999.
h. In the Max. Agents field, type an appropriate value between 1 and 9999.
i. In the Agent Outbound Skill field, type an appropriate value.
Note:
If POM is configured in the CCElite mode, the drop-down list displays all skills that
you have added as Outbound in POM on the CCElite configuration page. If POM
is configured in the AACC mode, the drop-down list displays all POM outbound
skills that you have configured on AACC.
j. In the ACW Time (sec) field, type an appropriate value.
k. In the Default Completion Code field, type an appropriate value.
l. Click Save.
Note:
You must add the POM Driver Application, Nailer application and other POM
applications through the EPM Application menu, before you can use it.
c. In the Nuisance Call Application field, click the appropriate value.
d. In the On Hold Application field, click the appropriate value.
e. In the Expert Call Ratio Type field, click the appropriate value.
You can specify the value as either Agent Work Time or Agent Update Time.
• If you select Agent Work Time, you can enter any value between 1 and 100. The
optimum values are between 29 and 71.
• If you select Agent Update Time, you can enter any value between 1 and 100. The
optimum values are between 32 and 78.
f. In the Value (%) field, type an appropriate value between 0 and 100.
g. In the Initial Hit Rate (%) field, type an appropriate value.
Tip:
The Initial Hit Rate specifies the average number of calls per agent that the
system makes during the first 5 minutes of the job. The initial hit rate is the
number of call completes, compared with the call attempts. If you set the rate too
low, between 20 and 30, the dialer can make more connects than the agents can
handle. If you set the rate too high, above 70, the system can fail to make enough
connections to keep the agents busy.
h. In the Maximum Hit Rate (%) field, type an appropriate value between 1 and 100.
i. In the Min. Agents field, type an appropriate value between 0 and 9999.
j. In the Max. Agents field, type an appropriate value between 1 and 9999.
k. In the Agent Outbound Skill field, type an appropriate value.
Note:
The drop-down list displays all skills that you added as Outbound in POM on the
CCElite configuration page.
l. In the ACW Time (sec) field, type an appropriate value.
m. In the Default Completion Code field, type an appropriate value.
n. Click Save.
Procedure
1. In the left pane, select POM > POM Home.
2. From the drop-down menu, select Campaigns > Campaign Strategies.
3. Click Add.
4. Specify the name for the campaign strategy.
5. Select the Use Template check box.
6. Select Preview Template from the Template drop-down list.
7. Click Continue.
8. Select the Call node and specify the DriverApp property as POMDriver.
Note:
You must add the PomDriverApp application, Nailer application and other POM
applications through the EPM Application menu, before you can use it.
9. Select the Text Item node and specify the value for the Text property.
10. Specify the Nuisance Call Application value.
11. Specify the On Hold Application value.
12. Specify the Timed Preview value.
13. Specify the Min. Agents value. You can specify any value between 0 and 9999.
14. Specify the Max. Agents value. You can specify any value between 1 and 9999.
15. Specify the Agent Outbound Skill value.
Note:
The drop-down list displays all skills that you added as Outbound in POM on the
CCElite configuration page.
16. Specify the ACW Time (sec) value.
17. Specify the Default Completion Code value.
18. Click Save.
Procedure
1. In the left pane, select POM > POM Home.
2. From the drop-down menu, select Campaigns > Campaign Strategies.
3. Click Add.
4. Specify the name for the campaign strategy.
5. Select the Use Template check box.
6. Select the Multiple Addresses Retry Template from the Template drop-down list.
7. Click Continue.
8. Select the Text Item node and specify a value for the Text property.
9. Select the Call node and specify the Driver Application property as POMDriver.
Note:
You must add the POMDriver application through the EPM Application menu before
you use the POMDriver application.
10. Select the Address node and specify the Contact Attribute value.
11. Select the Result Processor node and specify the Next State and Custom Processor
values.
12. Select the Result (Answer Human) node and specify the Value and Next State values.
13. Select the Retry node and specify the Count, Interval (sec), and FailState values. You
can specify any value from 1 to 100 for the Count property, and any value from 0 to
172800 seconds for the Interval (sec) property.
You can use the skill based pacing to control the rate of the outbound calls, SMS, or emails based
on certain inbound parameters. The parameters are queue length, expected wait time, average
speed of answer, and % answered within service levels.
You can select the EWTLevel values as either High, Med, Low, or combination of any of these
three values while configuring skill based pacing in a campaign strategy. For cases where you
select more than one EWTLevel values, the maximum of the selected EWTLevel values is used
to make the decision by comparing the value against the configured threshold value. If the
maximum value of selected EWTLevel is higher than desired level, then the pacing will be
decreased, else the pacing will be increased.
If the queue length, or the average speed of answer, or the maximum value of the selected
EWTLevel is higher than the desired value, then the pacing is decreased, else the pacing is
increased. However, if the service level parameter value is higher than the desired value, then the
pacing is increased, else the pacing is decreased. Consider the following example to understand
how POM increases or decreases the pace:
Consider you have created a skill based campaign strategy CS1 for handling calls, with
configurations as shown in the following table:
Parameter Value
Parameter Queue Length
Desired Value 3
Initial Pace 1
Pace Interval MINUTE
Pacing Variation (%) 50
Max Pace 5
As per the configurations, POM will start pacing with initial pace 1 per minute and control the
outbound calls based on the Queue Length parameter. POM keeps calculating the pace after
every 2 seconds and increases or decreases the pace depending upon the Parameter and
Desired Value. POM considers the Pacing Variation (%) value for increasing or decreasing the
pace. To increase the current pace, the POM adds the Pacing Variation (%) to the current pace
value. To decrease the current pace, POM subtracts the Pacing Variation (%) from the current
pace value. POM considers the maximum and minimum pace values while adjusting the pace.
The minimum pace value is 1.
The following table illustrates how POM adjusts the pace after every 2 seconds depending upon
the strategy configurations:
Table 4: Pacing behavior for parameter Queue length
Queue length received Current Pace (per min) Pacing behavior Updated Pace (per
from AACC/CMS min)
1 1 The queue length is less 1 + 0.5 = 1.5.
than the desired value, Considering the floor
and the current pace is value, updated pace is 2.
less than the max pace
Table continues…
Queue length received Current Pace (per min) Pacing behavior Updated Pace (per
from AACC/CMS min)
value. So, POM
increases the pace.
2 2 The queue length is less 2 + 1 = 3.
than the desired value,
and the current pace is
less than the max pace
value. So, POM
increases the pace.
3 3 The queue length is 3 + 1.5 = 4.5.
equal to the desired Considering the floor
value, and the current value, updated pace is 5.
pace is less than the
max pace value. So,
POM increases the
pace.
3 5 The queue length is 5
equal to the desired
value, but the current
pace is also equal to the
max pace value. So,
POM does not change
the pace.
4 5 The queue length is 5 - 2.5 = 2.5.
greater than the desired Considering the floor
value. So, POM value, updated pace is 3.
decreases the pace.
5 3 The queue length is 3 - 1.5 = 1.5.
greater than the desired Considering the floor
value, and the current value, updated pace is 2.
pace is greater than the
min pace value. So,
POM decreases the
pace.
5 2 The queue length is 2-1=1
greater than the desired
value, and the current
pace is greater than the
min pace value. So,
POM decreases the
pace.
5 1 The queue length is 1
greater than the desired
value, but the current
pace is equal to the min
Table continues…
Queue length received Current Pace (per min) Pacing behavior Updated Pace (per
from AACC/CMS min)
pace value. So, POM
does not change the
pace.
Consider the following example to understand how POM increases or decreases the pace if you
select either LOW, or Med, or High as the EWT Level:
Table 5: Pacing behavior for parameter Expected Wait Time (EWT)
Parameter Value
Parameter Expected Wait Time
EWT Level Med
Desired Value 3
Initial Pace 1
Pace Interval MINUTE
Pacing Variation (%) 50
Max Pace 5
As per the configurations, POM will start pacing with initial pace 1 per minute and control the
outbound calls based on the Expected Wait Time parameter. POM calculates the pace after
every 2 seconds and increases or decreases the pace depending upon the Parameter and
Desired Value. POM considers the Pacing Variation (%) value for increasing or decreasing the
pace. To increase the current pace, POM adds the Pacing Variation (%) to the current pace
value. To decrease the current pace, POM subtracts the Pacing Variation (%) from the current
pace value.
POM considers the maximum and minimum pace values while adjusting the pace. The minimum
pace value is 1.
The following table illustrates how POM adjusts the pace after every 2 seconds depending upon
the strategy configurations:
Table 6: Pacing behavior for parameter Expected Wait Time (EWT) with EWT Level value Med
EWT Level Med Value Current Pace (per min) Pacing behavior Updated Pace (per
received from CMS min)
RTS Socket
1 1 The EWTLevel value is 1 + 0.5 = 1.5.
less than the desired Considering the floor
value, and the current value, updated pace is 2.
pace is less than the
max pace value. So,
POM increases the
pace.
Table continues…
EWT Level Med Value Current Pace (per min) Pacing behavior Updated Pace (per
received from CMS min)
RTS Socket
2 2 The EWTLevel value is 2+1=3
less than the desired
value, and the current
pace is less than the
max pace value. So,
POM increases the
pace.
3 3 The EWTLevel value is 3 + 1.5 = 4.5.
equal to the desired Considering the floor
value, and the current value, updated pace is 5.
pace is less than the
max pace value. So,
POM increases the
pace.
3 5 The EWTLevel value is 5
equal to the desired
value, but the current
pace is also equal to the
max pace value. So,
POM does not change
the pace.
4 5 The EWTLevel value is 5 - 2.5 = 2.5.
greater than the desired Considering the floor
value. So, POM value, updated pace is 3.
decreases the pace.
5 3 The EWTLevel value is 3 - 1.5 = 1.5.
greater than the desired Considering the floor
value, and the current value, updated pace is 2.
pace is greater than the
min pace value. So,
POM decreases the
pace.
5 2 The EWTLevel value is 2-1=1
greater than the desired
value, and the current
pace is greater than the
min pace value. So,
POM decreases the
pace.
5 1 The EWTLevel value is 1
greater than the desired
value, but the current
pace is equal to the min
pace value. So, POM
Table continues…
EWT Level Med Value Current Pace (per min) Pacing behavior Updated Pace (per
received from CMS min)
RTS Socket
does not change the
pace.
Consider you select a combination of LOW, or Med, or High values. For example, if you select the
EWTLevel as Low and Med, then POM considers the maximum of EWTLevel values to increase
or decrease the pace as follows:
Table 7: Pacing behavior for parameter Expected Wait Time (EWT)
Parameter Value
Parameter Expected Wait Time
EWT Level Low, Med
Desired Value 3
Initial Pace 1
Pace Interval MINUTE
Pacing Variation (%) 50
Max Pace 5
As per the configurations, POM will start pacing with initial pace 1 per minute and control the
outbound calls based on the Expected Wait Time parameter. POM keeps calculating the pace
after every 2 seconds and increases or decreases the pace depending upon the Parameter and
Desired Value. POM considers the Pacing Variation (%) value for increasing or decreasing the
pace. To increase the current pace, POM adds the Pacing Variation (%) to the current pace
value. To decrease the current pace, POM subtracts the Pacing Variation (%) from the current
pace value.
POM considers the maximum and minimum pace values while adjusting the pace. The minimum
pace value is 1.
The following table illustrates how POM adjusts the pace after every 2 seconds depending upon
the strategy configurations:
Table 8: Pacing behavior for parameter Expected Wait Time (EWT) with EWT Level value Low, Med
EWT Level Values received from CMS Current Pace (per Pacing behavior Updated Pace
RTS Socket min) (per min)
Low Med
1 1 1 POM considers the 1 + 0.5 = 1.5.
maximum of Considering the
EWTLevel values. floor value,
In this case, since updated pace is 2.
both the values are
same, the
EWTLevel value
Table continues…
EWT Level Values received from CMS Current Pace (per Pacing behavior Updated Pace
RTS Socket min) (per min)
considered will be
1. The EWTLevel
value is less than
the desired value,
and the current
pace is less than
the max pace
value. So, POM
increases the pace.
2 1 2 POM considers the 2 + 1 = 3
maximum of
EWTLevel values,
which, in this case
is 2. The EWT
value is less than
the desired value,
and the current
pace is less than
the max pace
value. So, POM
increases the pace.
2 3 3 POM considers the 3 + 1.5 = 4.5.
maximum of Considering the
EWTLevel values, floor value,
which, in this case updated pace is 5.
is 3. The EWTLevel
value is equal to
the desired value,
and the current
pace is less than
the max pace
value. So, POM
increases the pace.
2 3 5 POM considers the 5
maximum of
EWTLevel values,
which, in this case
is 3. The EWTLevel
value is equal to
the desired value,
but the current
pace is also equal
to the max pace
value. So, POM
does not change
the pace.
Table continues…
EWT Level Values received from CMS Current Pace (per Pacing behavior Updated Pace
RTS Socket min) (per min)
4 2 5 POM considers the 5 - 2.5= 2.5.
maximum of Considering the
EWTLevel values, floor value,
which, in this case updated pace is 3.
is 4. The EWTLevel
value is greater
than the desired
value. So, POM
decreases the
pace.
5 4 3 POM considers the 3 - 1.5 = 1.5.
maximum of Considering the
EWTLevel values, floor value,
which, in this case updated pace is 2.
is 5. The EWTLevel
value is greater
than the desired
value, and the
current pace is
greater than the
min pace value.
So, POM
decreases the
pace.
4 2 2 POM considers the 2 - 1 = 1
maximum of
EWTLevel values,
which, in this case
is 4. The EWTLevel
value is greater
than the desired
value, and the
current pace is
greater than the
min pace value.
So, POM
decreases the
pace.
2 5 1 POM considers the 1
maximum of
EWTLevel values,
which, in this case
is 5. The EWTLevel
value is greater
than the desired
value, but the
Table continues…
EWT Level Values received from CMS Current Pace (per Pacing behavior Updated Pace
RTS Socket min) (per min)
current pace is
equal to the min
pace value. So,
POM does not
change the pace.
Note:
POM uses REFER and Replaces SIP extensions to connect the customer call with the agent
nail-up in case of Progressive & Predictive type of campaigns and for Consult, Transfer and
Conference functionality for all type of campaigns.
POM has the following port utilization for different dialing types:
• Preview: 2 ports.
• Predictive: 2 ports + 1 port (INVITE/REPLACE).
• Progressive: 2 ports + 1 port (INVITE/REPLACE).
Consult/Conference/Transfer scenarios will require extra ports. For more details on ports, refer the
Sizing tool.
Custom pacing for all automated voice campaigns
You can use the web services, SetMaxAttemptsCountForTask and
GetActiveJobTaskIdForTask for custom pacing. For more information on the web services,
see Developer Guide for Proactive Outreach Manager.
Campaigns overview
A campaign delivers a specific message to all contacts through selected channels such as email,
SMS, voice, and custom.
POM provides a Web-based wizard to create agent-based campaigns or automated agentless
campaigns. A campaign has a name, a campaign strategy, and one or more contact lists.
To run agent-based campaigns, a SIP and a Campaign Manager connection is mandatory. Ensure
you have enough SIP ports reserved for POM applications and campaigns. Voice notification
campaigns can run without Campaign Manager if SIP Proxy is available. Email and SMS
notifications can stand alone without SIP or Campaign Manager.
Note:
For agent-based campaign, for CCA to detect answer machine and then stop those calls from
getting patched with live agent, ensure you disable the compliance timers. CCA also gets
more time to detect answer machine or answer human which improves the detection
percentage. For more information about compliance timers, see Enable Compliance Timers
on Media Servers and Media Specific Parameters page field descriptions on page 364.
You can associate contact lists with campaigns. The campaigns run based on the records in the
contact list. You can have more than one contact lists associated with a campaign.
Campaigns can be of two types: finite and infinite campaigns. Finite campaigns stop after
processing all contacts or when the campaigns meet the specified finish criteria. An infinite
campaigns does not stop after processing the contacts associated with it, you cannot specify a
finish criteria for infinite campaign. You must stop the infinite campaign manually. Use infinite
campaigns to send unplanned notifications, and insert contacts dynamically using POM Web
services.
Optionally, you can set filter criteria on the contact lists. If you specify a filter criteria, POM applies
the criteria at the beginning of a campaign and selects only those contacts meeting the specified
criteria.
You can define and associate one or more custom completion codes with a campaign when you
need some user input. For example, if you have a blood donation campaign, when the potential
donor answers the telephone, POM plays a custom Avaya Aura® Orchestration Designer
application with a message that prompts the potential donor to press 1 if interested, or 2 if not
interested. On pressing 1 or 2, the Avaya Aura® Orchestration Designer application updates the
appropriate completion code (Interested in Blood Donation, Not interested in Blood Donation)
using Pluggable Data Connector (PDC).
A campaign can end naturally after processing all contacts or you can specify following criteria to
end the campaign:
• Goal-based campaign: This campaign stops after receiving an expected number of
responses from contacts. For example you can stop a campaign when the amount collected
exceeds 30000. In case of goal based campaigns, the termination of campaign is decided
based on the value of the attribute specified. For example, a collection type of campaign can
be terminated if the amount collected is >=30000. In such cases, if the amount collected
attribute is present in more than one contact lists, the goal based campaign calculates the
value amount collected attribute across all contact lists and then terminates the campaign
when the criteria is achieved. If you want to set different goals for different campaigns where
only contact list associated with the campaign is considered, then use distinct attribute across
contact lists.
• Time-based campaign: This campaign stops after running for a specific time duration. For
example, you can stop a campaign after 12 hours.
• Completion code-based campaign: This campaign stops after the campaign achieves a
specific completion code condition. For example, you can stop a blood donation campaign
after you receive 50 “AcceptedResponse” completion codes.
Note:
While scheduling a campaign with a completion code-based finish criteria, ensure that
you set the archival at the job end.
For campaigns having agents with completion code based finish criteria, if system
completion codes are used as completion criteria for a campaign, then the campaign
might not finish execution after meeting the criteria. Because completion codes are
overwritten based on completion codes given by an agent.
After you create a campaign, you can schedule it to run at a specified date and time or run
immediately. You can run the campaigns once or multiple times. For example, a birthday
campaign can run daily, or a credit card notification campaign can run on every Monday. For
recurring campaigns, the frequency of recurrence can be daily, or weekly, or monthly, or you can
customize it to suit your requirement.
Note:
You cannot create multiple job instances for the same campaign. POM allows you to create
another job instance of the same campaign only if the job state is Completed, Creating
History.
You can monitor an active campaign and you can pause, resume, or stop the campaign from the
POM monitor.
The POM monitor displays different job states. There can be multiple job states. The valid values
are:
• Job Queued: The job is queued for running. The job does not perform any dialing operations.
who belongs to an organization created in Avaya Aura® Experience Portal, and has the Org
POM Campaign Manager role.
Campaign restrictions: As a POM administrator, you have the rights to set campaign restrictions
at the highest level while creating campaigns. These restrictions are applicable to all campaigns. If
you meet the criteria specified in the restriction, the system does not attempt the contact and
updates the contact with a completion code as Restricted DNC or Restricted Other.
You can override the campaign restrictions at the campaign level while defining the campaign
strategies.
For example, if you have set a campaign restriction to not call a contact registered in the Do Not
Call (DNC) list, you can override the restriction for a specific contact at the campaign level.
Related links
POM shipped applications on page 81
Filtering and sorting records dynamically on page 481
f. Specify the notification URL with the Web service IP address as http://<application
server IP>:port-number-configured-on-application-server/AvayaPOMSMS/Start?
WebServiceIP=<web service IP address>.
g. Click Save.
2. In the left pane, select the System Configuration > Applications.
3. Select the POM shipped application for SMS, AvayaPOMSMS.
4. Change the Message Type as Delivery.
5. Ensure that the application type is Inbound with a valid short code number associated with
the application.
6. Click Save.
7. Edit the Configurable Application Values (CAV) for POM shipped application
AvayaPOMSMS, and delete the Webservice IP address.
8. Click Apply and Save.
e. Campaign Name (the name of the campaign in which the application is used)
Note:
You can run only one job at a time for a campaign.
When you mark any campaign for deletion, POM also deletes all the historic data associated with
the campaign from POM database. Depending on the size of this historic data, campaign deletion
might take some time. During this time, POM displays the status of such campaigns as “Deleting”.
While the Campaign is being deleted, you cannot perform any action on it. To ensure the deletion
activity is complete, refresh the page manually.
Delete a Campaign during a maintenance window while no other job is running. If you are deleting
a campaign on MSSQL database, and if the database is set to Full Recovery Model, the database
transaction log might increase unexpectedly. If the transaction log is full, then the following
exception is logged in PIM_CmpDir.log and PIM_CmpMgr.log files:
com.microsoft.sqlserver.jdbc.SQLServerException: The transaction log
for database <DBNAME> is full due to 'ACTIVE_TRANSACTION'.
For more information on Recovery Model and transaction log management, refer Microsoft SQL
server documentation or consult a qualified database administrator.
Field or Button Description
Text Box Use to enter the campaign name in the search criteria.
Use to start the search.
Text Box Use the text box to specify a particular page to navigate.
Go Use to navigate to the specified page number.
Use to go to the next page.
Note:
If the job status is In Progress, you can pause, resume or stop the campaign
from the POM Monitor. In Progress means the campaign job can be in any one of
the states - running, pausing, paused, callback, or stopping.
Waiting Displays the count of callback which are in the Waiting for Job state for the
Callbacks corresponding campaign.
Actions You can perform the following actions:
• Click to view campaign summary of the selected campaign.
• Click to associate rules with the selected campaign for a specific zone.
•
Click to save the campaign with other name.
•
Click to start the campaign immediately.
The system displays the message:
Job has been created for campaign "<campaign name> ".
Please go to POM Monitor to view the job.
If you try to run one more instance of a running campaign, the system displays the
confirmation message:
Table continues…
Note:
Ensure you click Save / Apply to apply the rule for each zone
Field Description
Global Rule
Use default global rule ordering Select this check box to retain the default order of
execution of global rules. The following fields are
enabled when you clear this checkbox:
• Global Rule Order: Displays the global rules
configured in the system.
• Move to top: Use this to move the rule at the top
of the list.
• Move up: Use this to move the rule up in the list.
• Move down: Use this to move the rule down in
the list.
• Move to bottom: Use this to move the rule at the
bottom of the list.
Campaign Rule
Select zone associated to campaign Use the drop down list to select the zone associated
to the selected campaign. So, the rules that you
associate with the campaign will apply to the
selected zone.
Available Rules Displays the rules that you configured in the
system.
Move Click to associate the selected rule with the
campaign.
Move All Click to associate all the rules with the campaign.
Remove Click to remove the selected rule associated with
the campaign.
Remove All Click to remove all the rules associated with a
campaign.
Selected Rules Displays the rules that you select to associate with
the campaign.
Button Description
Save Click to save the changes that you make to the rule
association. On clicking Save, the Campaign
Manager page is displayed.
Apply Click to apply the changes that you make to the rule
association. On clicking Apply, the same
association page is displayed to further edit the rule
association if required.
To change configuration around media servers, define sorting order, filtering criteria, custom
completion codes, agent address books, or finish criteria for campaign then you must continue to
go to the respective pages.
Field or Button Description
Name and Description: A unique identifier for the campaign with a short description of the campaign or
purpose of the campaign.
Campaign You can also create a new campaign strategy dynamically by using if you have not
Strategy created a campaign strategy before creating the campaign.
You must refresh the page using if you are adding a campaign strategy
dynamically. Refreshing the page updates the list of campaign strategies.
Note:
The Campaign Strategies that are in "Completed" state only, will be available in
the drop down.
Campaign Type By default Finite campaign is selected. If you select an infinite campaign , the Do not
associate any contact list at start option is available and you can choose to start
the campaign without a contact list.
Contact Record Select to filter the contact record based on attribute and Agent ID. The attribute
Assignment to matching based record selection is applicable for the campaign having a single action
Agent node in a handler and all the call action nodes of either progressive or preview type.
You can select either Attributes or Agent ID or both for a contact record assignment.
Contact List Use an existing contact list or you can create a new contact list to be associated with
the campaign using . If you have not created a contact list before creating the
campaign, you can create the contact list dynamically and upload the contact records.
You must refresh the page using if you are adding a contact list dynamically.
Refreshing the page updates the contact lists.
DNC Group
Apply DNC Select to associate DNC group(s) to the campaign. You can associate multiple DNC
Group groups per campaign. For new campaigns, the Apply DNC Group check box is
selected by default.
If you want to modify a DNC group association of a running campaign, then you must
first pause the campaign, make changes, and then resume the campaign for the
changes to be effective.
Default DNC POM displays the Default DNC group drop-down list when you select the Apply
group DNC Group check box. Using this drop-down list, select a default DNC group for
agent. POM adds the DNC contacts marked by an agent to this DNC group.
Context Store
Table continues…
Button Description
Move To move the attribute to the Selected column.
Attributes only from the Selected column are
considered in attribute matching.
Move All To move more than one attributes to the Selected
column.
Remove To remove the attribute from the Selected column.
You can remove attributes only from the Selected
column.
Remove All To remove more than one attributes from the
Selected column.
Table continues…
Button Description
Move to top To move the attribute at the top of the list.
Move up To move the attribute to up in the list. The attribute
order in the Selected column is considered for
attribute matching in the order of record
assignment.
Move down To move the attribute to down in the list.
Move to bottom To move the attribute at the bottom of the list.
Note:
If case of a conflict in attribute matching, when two record has same matching attribute count, then
the sorting order is applied to the attributes. Attributes matching is done in the chronological order
starting from the top.
Next To go to the next page.
Finish To create the campaign. The system displays the
summary of the campaign that you created on the
Campaign Creation Wizard-Summary page.
Related links
Attribute configuration based on POM install modes on page 363
POM installation mode Available attributes for the Available attributes for the
Record assignment based on Record assignment based on
the attributes the Agent ID
attributes configured on the CC
Elite Configurations page.
AACC - All POM attributes.
Oceana All POM attributes. All POM attributes.
Note:
If you select only one EPM server, then POM sends all the LaunchCCXML
web service requests to the selected EPM server. If you select more than
one EPM server, then the POM server balances the load on the
LaunchCCXML web service request in round-robin method to start the call.
Zone Name To specify the zone with which to associate the campaign. You can associate
one campaign with one or more than one contact lists which are defined at the
zone level. If you do not associate a campaign with any contact list, POM
assigns the campaign to the default zone.
Depending on the contact list you select, values of EPM servers might change. If
you have different contact lists associated with zones and you select multiple
EPM servers at different zones, you see multiple entries in the EPM server.
For more information about zones, see Administering Avaya Aura® Experience
Portal.
Table continues…
Note:
For the Start Of Voice timer and Live Voice timer logs, see the CCXML logs
on MPP server.
Start of Voice Timeout (milliseconds): Use this to configure the value for the
timer. The default value is 2000 milliseconds.
Live Voice Timeout (milliseconds): Use this to configure the value for the
timer. The default value is 1800 milliseconds.
The combined value of the Start of Voice Timeout (milliseconds) and Live
Voice Timeout (milliseconds) cannot be more than the CCA Timeout value.
For more information about the timers, see the POM Driver application
description in shipped applications on page 81. The value of the individual timers
cannot exceed the value configured in the CCA Timeout field, and the sum of
the two timers cannot exceed the value configured in the CCA Timeout. For
example, if you specify a value for CCA Timeout as 20000 milliseconds, and the
Start of Voice Timeout (milliseconds) as 13000 milliseconds, then specify the
value for Live Voice Timeout (milliseconds) as either 7000 or less than 7000.
Also, if you specify the value of Live Voice Timeout (milliseconds) as 20000
milliseconds, then specify the Start of Voice Timeout (milliseconds) as 0.
Table continues…
Ensure you configure the Cut Through and Max Voice values under System
Configuration > MPP Servers > VoIP Settings in Avaya Aura® Experience
Portal. The values must be within Live Voice Timeout (milliseconds) so that
MPP can classify the call as “Live Voice” or “Answer Machine”. For example, you
can configure the values as shown below:
For more information, see the “Call Progress group” section under “VoIP
Settings page field descriptions for MPP” in Avaya Aura® Experience Portal
documentation library.
AMD False Positive False positives are live recipients of a call which are mistakenly identified as
Rate answering machines and therefore, are either played an answering machine
message or are hung up depending on the prevailing strategy to manage answer
machines at the time. System considers such calls as nuisance calls alongside
abandoned calls and so, require an estimate to include in the abandoned rate
calculation.
Use AMD False Positive Rate to specify the false positives. AMD False
Positive Rate is used in the nuisance rate calculation.
Consider Answer For the calls which are answered by answering machine, but falsely detected as
Machine by Agent live voice calls and therefore, connected to the agent, agent must mark such
calls with Answer Machine by Agent completion code. When Consider Answer
Machine By Agent check box is selected, such calls are considered in the
Nuisance rate calculations. Administrator must associate with Answer Machine
by Agent completion code on the Completion Code Association page.
Field or Description
Button
Record Selection If you do not specify any criteria, the system displays all contacts in the contact list. If
you do not specify any criteria, you see only the Add Condition button.
Add Specify the contact attribute to use as a criteria. You can see the following fields:
Condition
Sort Criteria
Contact Attribute Specify the attribute to sort the data either in
ascending or descending order. If you do not
specify any order, the records are sorted based on
the order specified in the data base. You can use
the icon to add more than one attributes and sort
on all those attributes.
Note:
You can add maximum 10 sort conditions.
View Records
Show Results Displays the total number of records that satisfy the
filter criteria. To view the contact record details, use
The number of contacts filtered are XX link.
Note:
Note:
You can change the filter or sort criteria for a running campaign dynamically from POM
Monitor.
Field or Description
Button
Available Lists all available custom completion codes.
Selected Lists the completion codes you selected for the particular campaign. You can move the
completion codes from the available list to the selected list. You can select one or more
completion code at once for a campaign.
Exclude Completion Codes For Attempt Calculation
Available Lists all available custom completion codes.
Selected Lists selected completion codes which is not considered while calculating attempts. You
can move the completion codes from the available list to the selected list. You can select
one or more completion codes at once for a campaign.
Field or Description
Button
Time Based Finish Criteria
Finish After Use to specify the campaign termination time in hours and minutes.
(Hours:Minut
es) Note:
The value for hours ranges from 0 to 1000 and the value for minute ranges from 0 to
59.
If you specify the Finish After (Hours:Minutes) value as “0:0”, then its Time Based
Finish Criteria is ignored.
Check Time Select the Check Time Based Finish Criteria For Paused Campaign check box to
Based Finish check the finish criteria in paused campaigns, so that the campaigns are stopped
Criteria For automatically once the criteria is met. This option is not selected by default, and is
Paused applicable only for time based finish criteria.
Campaign
Completion Code Based Finish Criteria
Add Condition
Field or Description
Button
Conditi Contact Operator Value Actions
on atribute
contact
attributes.
Note:
You can
select only
numeric
contact
attributes in
the goal
based finish
criteria.
Note:
If you specify a time based finish criteria or goal based finish criteria for a campaign, and the
job status is "Running” , Filter in Progress, then the job continues to run until all records in the
contact list are filtered. The job status changes to Running State, even if it meets the finish
criteria. When the job status changes to "Running", the job stops.
Note:
While exporting contacts, you can see the contact attributes that you
select in the in .csv file in the Columns field with the values. For
POM 3.0.1 onwards, you cannot export the Last Attempt time and
Last Successful Attempt time contact attributes. If you have
specified these attributes earlier, POM ignores these attributes while
exporting contacts.
While exporting the contacts, the system considers the order of the
attributes as you have specified during associating the attributes for
a selected contact list. If you have not specified any order while
associating the attributes, the system considers the default order
while importing the contacts. The system maintains a sequence of
the columns to export.
Example 1: You have 2 contact lists, say contactlist1 and
contactlist2, both having the attribute salary in different order. Salary
attribute in contactlist1 is the second attribute and salary attribute in
contactlist2 is the third attribute. While exporting the contacts, the
system gives preference to salary attribute in contactlist1 as the
salary attribute is at a higher order.
Example 2: You have 2 different attributes in contactlist1 and
contactlist2, but are in the same location. Salary attribute in
contactlist1 is the second attribute and count attribute in contactlist2
is the second attribute. While exporting the contacts, the system
gives preference to salary attribute in contactlist1.
Custom Post Processing
Campaign post processor You can write a custom java class to process all attempts after the
class campaign terminates. For example, you can use this to export contacts
with customized details such as, campaign name, campaign ID, phone
number, email address after the campaign job is over. You must specify
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Note:
It is mandatory to enter a name.
Save Use to save the changes.
and runs the schedule as per the time on the POM server. The POM system scheduler honors the
DST of the current POM server and not the time zone mentioned while creating the schedule. The
system does not run the scheduled activities if the campaign director process is not running.
Field or Button Description
Start Date & Time:
Start Date/Time Use to specify the start date and time for the campaign schedule. Click the date
picker to select the date, month, and year.
Time Use to specify the campaign schedule start time in 24 hour time format.
Time Zone Use the drop-down list to specify the time zone.
Recurrence:
The following field is available only if you check the Recurring selection box.
Recurring Use the selection box to create a recurring campaign. This field is visible only for
finite campaigns. Six frequencies are available for recurring campaigns.
• Run Every N Minutes: This option creates a job for the campaign every N specified
minutes. For example if you specify 45 then it creates jobs every 45 minutes. So if
first job starts at 1200 hrs then the second starts at 1245 hrs and more until the
finish date.
• Daily : This option creates a job daily at the start time you mention during
scheduling and continues until the finish date.
• Weekdays only: This option creates a job on all days of the week except the
weekend days mentioned in the POM Home > Configurations > Global
Configurations> Campaign Settings field.
• Weekly: This option creates jobs on specified days and weekly recurring jobs are
automatically created. You can select the days of the week. For example, if you
select Monday and Friday, then the weekly jobs are created on Monday and Friday
at the start time mentioned during schedule until the finish date.
• Monthly: This option creates the jobs on a monthly basis depending on the start
date until the finish date.
• Yearly: This option creates the jobs on a yearly basis depending on the start date
until the finish date.
The following field is available only if you check the Recurring selection box.
Finish Date Use to specify the finish date for the campaign schedule. You can use the drop-down
list to select the month or click the date picker.
Time Use to specify the time at which to end the recurring campaign schedule.
Export Frequency: Use this field to set the export frequency for a campaign.
Hourly Use to schedule the campaign export on an hourly basis.
Run every N Use to schedule the campaign export after a specified time interval in hours. For
hours example, if you specify the value as 5, then the export schedule runs 5 hours after
the campaign starts and every 5 hours until the campaign ends.
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Note:
If the campaign starts at 10 a m, the schedule starts first at 3 p m, then at 8 p m,
then at 1 a m and more.
Daily at Use to schedule the export of an infinite campaign to run daily at the specified time.
Export at Job end Use to schedule the export of a finite campaign at the end of a job.
CCA Timeout. For example, if you specify a value for CCA Timeout as 20000
milliseconds, and the Start of Voice Timeout (milliseconds) as 13000 milliseconds,
then specify the value for Live Voice Timeout (milliseconds) as either 7000 or less
than 7000. Also, if you specify the value of Live Voice Timeout (milliseconds) as
20000 milliseconds, then specify the Start of Voice Timeout (milliseconds) as 0.
6. Click Next to continue.
You can sort contact data either in Ascending order or Descending order. If you do not
specify the sort order, the contact data is listed in the same manner as it displays in the
POM database.
7. Click to add the sorting for the contact attribute.
8.
Click to delete any contact attribute you do not want to sort.
9. Click Show Results to see the results.
You can see the number of records returned depending on the criteria that you specify.
Note:
You can change the filter or sort criteria for a running campaign dynamically from POM
Monitor.
Related links
Filtering and sorting records dynamically on page 481
POM shipped applications on page 81
2. Click Move or Move All depending on the number of addresses you select, to move to the
Selected Address List.
3. Click Next to go to next step for campaign creation.
3. Specify a Goal Based Finish Criteria , when sum of ( specific contact attribute) exceeds
certain value. It can be set only for numeric contact attributes.
a. Click Add Condition.
b. Use the drop-down list to select the contact attribute to use for specifying the finish
criteria.
c. Select the operator from the drop-down list. Only one operator is available; sum >
(sum greater than)
d. Specify the value in the Value field.
If you select more than one contact attributes, the condition is AND or OR depending
on the way you add contact attributes.
For example, if you have selected the following attributes:
paymentamount dailytargetamount
sum > 3000000
sum > 250000
For example, if you select the paymentamount contact attribute , and specify the
condition as sum > 3000000
The criteria applied is:
• Terminate the campaign when the payment amount collected exceeds 3000000.
OR
Terminate the campaign when the daily target amount collected exceeds 250000
4. Click Next to go to the next step for campaign creation.
3. Use the Send Attributes to Event SDK / Recorder to select the attributes to event SDK
or recorder.
4. Click Finish to create the campaign.
Finish is the last step for creating a campaign. The Next button is disabled. The system
displays a campaign summary page with all options. You can then either run, schedule, or
manage the campaign.
• A dynamic job is not using the allocated quota, and there are other jobs in the system that
need more licenses.
- In case of dynamic jobs with outbound or notification licenses, if the job does not make call
attempt for a duration of 1 minute then it is considered that the dynamic job does not need
more licenses.
Whenever license recalculation is triggered, the license quota for all jobs is recalculated
irrespective of their allocation type.
Dynamic licenses
POM 3.x helps in better allocation and license management with the help of dynamic licensing.
Dynamic licensing is useful for a job or a task that does not require all allocated licenses. There
are other jobs or tasks that require more licenses than the allocated licenses, simultaneously. With
the help of dynamic licensing, the system can release some licenses and assign the licenses to
the other jobs or tasks.
You can choose to use reserved licensing or dynamic licensing. If you choose dynamic licensing,
you must remember that:
• Only dynamic jobs or the tasks can donate the additional or excess licenses
• Any job or the task can borrow the additional or excess licenses
• No job or the task can use more licenses than the maximum value specified in the campaign
strategy
• Dynamic jobs or the tasks always reserve minimum licenses specified the campaign strategy
although the job or task might not need the licenses.
• Dynamic jobs or the tasks start donating licenses. Only the current job or the task does not
request for a license and the other jobs need more licenses.
• After donating licenses, dynamic jobs or the tasks get the license back only when the
dynamic job or the task needs the licenses.
• The system allocates the licenses that are released by dynamic job to other jobs according to
their priorities, and the minimum and the maximum values.
The following table shows the license calculation for different scenarios:
Priority Min Max Allocated
licenses
Total licenses available = 120
1 No constraints
Job1 2 10 100 20
Job2 2 10 100 20
job3* 8 10 100 80
2 Max reached for one - excess redistributed
job1 2 10 100 30
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POM allocates licenses to the job only when the agents are logged in and are attached to a job,
and releases the licenses from the job whenever the agents are detached from the job. When the
job snoozes, POM releases all the agents immediately along with the licenses. The license goes
back to the license pool. Also, during manual movement of agents, POM moves the licenses too,
along with the agents
then the rules. Based on the completion code specified in the rule that restricted the contact, you
can decide the further course of action by creating a handler node in campaign strategy. For
example, before making an attempt, the campaign manager checks if the rule engine has
restricted any calls by the 24Hour AMD rule. If the campaign manager finds that the contact is
restricted by the AMD rule, then it will switch to preview mode.
Limitations
The Rule Editor has the following limitations:
• The rules are applied at zone level, but the rule engine counts the attempts across all zones
for a contact. Also, the rules are not specific to any particular organization.
Creating a rule
Procedure
1. In the left pane, select POM > POM Home.
2. From the drop down menu, select Campaigns > Rule Editor.
3. Click Add.
4. Specify a Name for the rule.
5. Specify the Level of the rule as either Global or Campaign.
6. Specify whether you want to apply the rule either on a Contact or on Address. If you
select Address option, then specify the attribute that you want to restrict from the Address
Attribute drop down. The drop down lists all email and phone attributes.
7. Select Yes or No option to enable or disable the rule.
8. Specify the Channel Type for which you want to create the rule.
9. Specify whether you want to exclude the rule for any attempt type.
10. Select the Rule Category from the drop down.
Based on the category you select, system displays additional parameters on the screen
that you must configure for the rule. For example, for Custom rule category, you must
specify a Class Name.
11. Click Save.
Related links
Agents, agent states, call states, and job states on page 497
Note:
If the custom rule execution takes longer time,
for example, more than 5 - 7 seconds, then
there is a possibility of the call becoming a
nuisance call.
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Button Description
Save Click to save the rule.
Related links
Agents, agent states, call states, and job states on page 497
Name Description
Name Displays the unique name of the rule.
Type Indicates whether the rule is a system rule or user
defined rule.
Level Indicates the scope of the rule. The scope can be
either Global, or Campaign level.
Restrict on Indicates whether the rule restricts an attempt on
contact or address.
Category Indicates the criteria based on which you want to
create the rule.
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Name Description
Restriction Completion Code Indicates the completion code which will be updated
when the rule restricts the contact.
Enabled Indicates whether the rule is enabled or disabled.
Action Indicates the action you can take on the rule. You
can take the following actions:
•
: Click to create a copy of an existing rule.
•
: Click to delete a rule.
• : Displays the campaigns associated with the
rule.
Button Description
Add Click to add a new rule.
Global Rule Default Order Click to specify the order of execution of global
rules.
Name Description
Move to top Use this to move the rule at the top of the list.
Move up Use this to move the rule up in the list.
Move down Use this to move the rule down in the list.
Move to bottom Use this to move the rule at the bottom of the list.
Button Description
Apply Use this to apply the changes made to the order of
the rules.
Cancel Use this to cancel the changes that you make to the
order of the rules and return to the Rules page.
Name Description
• Start Time
• End Time
• Next Attempt After
For more information on logical operators for
attributes for searching a callback, see Logical
Attribute Operators.
Show Select the number of records that you want to
display on each page.
Callback ID Displays the callback ID of the callback.
System Contact ID Displays the contact ID of the callback.
Campaign Name Displays the name of the campaign having
callbacks.
Type Displays the following types of the callback:
• Agent
• Campaign
• Standard
• Strict Agent
State Displays the following states of the callback:
• Active Attached To Job
• Completed
• Expired
• Campaign Terminated
• Overwritten
• Contact Excluded
• Waiting For Job
• Manually Cancelled
• Queued for Dialing
• In Progress
Created By Displays the ID of the person who created the
callback. If the callback is created by an agent, then
Created By displays the agent ID. If the callback is
created by a web service, then Created By displays
the name of the user that executed the web service.
Created for Agent Displays the ID of the agent for whom the callback
is created. The Created for Agent value is present
for Agent and Strict Agent types of callbacks
only.
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Name Description
Next Attempt After Displays the next attempt time scheduled for the
callback. next attempt time is determined by two
global configuration parameters Pre interval
time(min) and Retry time(min). The First attempt
time is callback start time given by user /agent - Pre
interval time(min). If the callback gets postpone,
then Next Attempt After value is set to "time at
which the callback is getting postpone+Retry
time(min). Next attempt time is calculated as: Next
Attempt time = Start time-Pre-interval time.
For example if Start Time is set to 4.00, Pre-interval
time is 2 minutes, and Retry time is 30 minutes. So
the first attempt that is nothing but Next Attempt
starts at 3.58 and if there is no agent is available at
that time retry will be after 30 minutes that is 4.28.
Start Time Displays the start time of the callback.
End Time Displays the end time of the callback. Callback
doesn't expire if this value is - (dash) . Callback
state is marked as Completed in the following
cases as follows:
• If it is agent based callback, then once the agent
attends the callback, the callback state is marked
as Completed.
• If it is a notification callback, as soon as the
notification call for the callback is launched, the
callback state is marked as Completed.
• If it is a sms / email callback, as soon as the sms /
email is sent, the callback state is marked as
Completed.
Button Description
Apply Criteria Click to apply the search criteria.
Clear Criteria Click to clear the applied criteria and display all
callback records.
Go Click to go to the page number that you specify in
the text box provided.
Terminate Click to terminate callbacks. You can select multiple
callbacks at once and terminate.
You can only terminate the callbacks which are in
one of the following state:
• Active Attached To Job
• Waiting For Job
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Button Description
Callback once terminated is not attempted again by
the system and it’s status is set to “Manually
Cancelled”.
Delete Click to permanently delete a callback record. You
can delete multiple callbacks at a time.
You can only delete the callbacks which are in one
of the following states:
• Expired
• Completed
• Overwritten
• Manually Cancelled
• Contact Excluded
• Campaign Terminated (Not used from
3.1 onwards)
Bulk Edit Click to edit the Agent ID of multiple callback
records. Bulk edit is applicable only for the Agent
and Strict Agent types of callback.
Logical Operators
The following table displays the search attributes and logical allowed operators.
Search By Description
Callback ID, contact ID =, !=, >=, <=, <, >, in, between, not between, is null,
is not null.
Campaign Name, Created By =, !=, in, contains, begins with, ends with is null, is
not null.
Type, State =, !=, in, is null, is not null.
Next Attempt After, Start Time, End Time =, !=, >=, <=, <, >, is null, is not null.
Name Description
• No: Indicates that the callback record will expire
after specified end time.
Date The expiry date of the callback record. If you select
“Yes” in the Is Callback Never Expiring? field, then
you can not edit the Date field.
Time The expiry time of the callback record. If you select
“Yes” in the Is Callback Never Expiring? field, then
you can not edit the Time field.
Next Attempt After
Date The date on which you will make the next callback
attempt.
Time The time at which you will make the next callback
attempt.
Time Zone
TimeZone The timezone of the callback record.
Editing a callback
About this task
You can edit the end time of a callback only of the jobs which are in the Active Attached to
Job ,Expired, ContactExcluded, Waiting For Job, and Manually Cancelled state.
Procedure
1. Log in to the Avaya Aura® Experience Portal web console with the Administrator user role.
2. In the navigation pane, click POM > POM Home.
3. From the drop down menu, click Campaigns > Callback Manager.
4. On the Callback Manager page, select a callback and click .
5. On the Edit Callback <xxxx> dynamic window, do the following:
In the New Callback Type field, click the appropriate callback type.
6. In the Start Time section, do the following:
a. In the Date field, click the appropriate date, month, and year.
b. In the Time field, click the appropriate time in the hh:mm:ss format.
7. In the End Time section, do the following:
a. Select the appropriate option for Is Callback Never Expiring.
b. In the Date field, click the appropriate date, month, and year.
c. In the Time field, click the appropriate time in the hh:mm:ss format.
Terminating a callback
About this task
Only the callbacks in the Active Attached To Job or Waiting For Job state are
terminated.
Procedure
1. Log in to the Avaya Aura® Experience Portal web console with the Administrator user role.
2. In the left pane, select POM > POM Home.
3. From the drop down menu, click Campaigns > Callback Manager.
4. On the Callback Manager page, select one or more callbacks and click Terminate.
Deleting a callback
About this task
Callbacks only from one of the following states are deleted:
• Expired
• Completed
• Overwritten
• Manually Cancelled
• Contact Excluded
• Campaign Terminated
Procedure
1. Log in to the Avaya Aura® Experience Portal web console with the Administrator user role.
2. In the navigation pane, click POM > POM Home.
3. From the drop down menu, click Campaigns > Callback Manager.
4. On the Callback Manager page, select one or more callbacks and click Delete.
Note:
Text Box Use the text box to specify a particular page to navigate.
Go Use to navigate to the specified page number.
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Text Box Use the text box to specify a particular page to navigate.
Go Use to navigate to the specified page number.
Agent scripts
Procedure
1. Log on to the POM server by using the command prompt and root or sroot user
credentials.
2. Navigate to the $POM_HOME/bin folder.
3. Run the script ./setHeadersForAgentScript.sh
This script sets headers for the VP_POM_Agent httpd setting to access the agent script
URL from a cross site environment.
4. Restart the httpd service for the change to take effect.
The system displays a message, “Do you want to restart(y/n)”
5. Type y and press Enter.
Text Box Use the text box to specify a particular page to navigate.
Go Use to navigate to the specified page number.
Use to go to the next page.
If you have a Native agent script, you can reuse the agent script using Agent Script Save As. You see the
following fields when you click Agent Script Save As:
If you select the agent script type as URL, you see the following fields:
When you run a campaign where you have specified the agent script as URL, you will see the
following additional parameters:
Field or Button Description
Session ID Current POM session ID information.
Agent Script ID The script ID of the specific agent script.
Destination IP Address The FQDN or IP address of Experience Portal system.
Contact List Name The contact list associated with the campaign.
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If you select the agent script type as Native script, you see the following fields:
If you click the name of the agent script, you can edit the selected agent script. If the selected agent script
is of type URL, you see the following fields:
If you edit a Native type agent script, the system displays the editor where you can make changes to the
script and then click Save. For more information about working with the editor, see Working with the editor
for adding or editing Native type agent scripts on page 426.
Working with the editor for adding or editing Native type agent
scripts
Use this page to add or edit a Native type of agent script using the editor. This is a built-in editor
where you can use general editing functionality of an editor in addition to POM specific attributes.
Agent script editor has the provision to add HTML form elements, embed images, tables,
hyperlinks and text formatting features.
User can leverage on the power and convenience of jQuery, which are linked with the Native
Agent Script.
On the Agent Desktop, attributes that are tagged as ‘marked’, are displayed as *****. Attributes
that are tagged as ‘Read-only’ are unavailable in Agent Script Editor’s ‘update Attribute’ and
‘update Multi-Attribute’ plug-ins.
Procedure
1.
Click to insert the system defined POM attributes in the script. For example, First
Name.
2.
Click to update the system defined POM attribute. For example, Phone Number 1.
a. Select the contact attribute from the drop-down list.
b. Select the UI type from the drop-down list.
• If you select the UI type as Text, then the system displays a text field where you
can enter and update the value.
• If you select the UI type as Text Area, then the system displays a text box where
you can enter and update the value.
• If you select the UI type as Select, then the system displays drop-down list where
you can select the value.
c. Specify the button label to display to the agent using the Update Button Label field.
3. Click to update multiple POM attributes at one time. For example, First Name, Salary,
Address.
a. Select the contact attribute from the multiple select box.
b. Click the right arrow key to view the selected contact attribute and the left arrow key to
unselect the attribute.
c. In the Element Properties, specify the label to display to the agent.
• If you select the UI type as Text, then the system displays a text field where you
can enter and update the value.
• If you select the UI type as Text Area, then the system displays a text box where
you can enter and update the value.
• If you select the UI type as Select, then the system displays drop-down list where
you can select the value.
d. Specify the Button Name to display to the agent.
4.
Click to update agent attributes. The values you update are at the agent level.
Important:
You must define the agent attributes first in order to use them in the agent script.
a. Select the agent attribute to update using the drop down list.
b. Select a UI type to display on the screen. You can have the following UI types:
• Button for Add operation: Use to display the Add button on the screen.
• Button for Subtract operation: Use to display the Subtract button on the screen.
• Button for Assign operation: Use to display the Assign button on the screen.
• Make the input mandatory: Use to add validation and make the input mandatory.
For more information about updating the agent attribute and using the different UI
types, see the Examples section.
5.
Click to update the campaign attributes. The values you update are at the campaign
level.
Important:
You must define the campaign attributes first to use them in the agent script.
a. Select the campaign attribute to update using the drop down list.
b. Select a UI type to display on the screen. You can have the following UI types:
• Button for Add operation: Use to display the Add button on the screen.
• Button for Subtract operation: Use to display the Subtract button on the screen.
• Button for Assign operation: Use to display the Assign button on the screen.
• Make the input mandatory: Use to add validation and make the input mandatory.
For more information about updating the campaign attribute and using the different UI
types, see the Examples section.
6. Click Save.
Note:
You can edit the form elements such as Text Area, Text Field, Radio button, Check
box, and Selection field. However, POM does not support editing the properties of the
form.
Example
Update agent attribute
For example, if you are running a collection type of campaign and to ensure how many agents
collected how much amount, you can update the currency attribute. You can add the Add,
Subtract, Assign buttons on the screen and also confirm that you always enter the currency
attribute and never leave blank. The agents can then use the operation buttons on the screen and
add values as the campaign runs. The Add button appends the value entered to the existing
value. If the existing value is 50, and the agent types 50 and clicks Add, the system adds 50 to the
existing value. The Subtract button also works in the same way. The Assign button overrides the
existing value. If the agent types in 60 and clicks Assign, the system overrides the existing value
and replaces the existing value with 60.
Update campaign attribute
For example, if you are running a collection type of campaign and want to ensure how many much
amount is collected at the end of the campaign, you can update the currency attribute. You can
add the Add, Subtract, Assign buttons on the screen and also confirm that you always enter the
currency attribute and never leave blank. The agents can then use the operation buttons on the
screen and add values as the campaign runs. The Add button appends the value entered to the
existing value. If the existing value is 50, and the agent types 50 and clicks Add, the system adds
50 to the existing value. The Subtract button also works in the same way. The Assign button
overrides the existing value. If the agent types in 60 and clicks Assign, the system overrides the
existing value and replaces the existing value with 60.
Agent attributes
Agent Attributes
You can use agent attributes to track or monitor agent performance. Each agent attribute has a
name and a data type. You can use only the Currency and Long data types for an agent attribute.
You cannot change the name and data type of the agent attribute after creating or adding the
agent attribute. POM can use the agent attributes through the native agent scripts or external
scripts to monitor agent performance for a specific campaign.
Example
If you are running a blood donation campaign and you want to know the number of responses that
an agent received, you can create an agent attribute <XYZ> with the Long data type. The agent
increases, decreases, or updates the value of the <XYZ> agent attribute when the agent receives
a response. In real time through POM Monitor, the attribute values in the Agent Detail View show
which agent received how many responses and track the agent performance.
If you are running a collection and want to know each agent's do not use possessive s collection,
you can create an agent attribute <ABC> with the Currency data type. The agent increases,
decreases, or updates the value of the <ABC> agent attribute with the amount of funds collected.
In real time through POM Monitor, the attribute values in the Agent Detail View show each agent’s
collection.
You cannot delete an agent attribute if any native agent script is using the specified agent attribute
or if any reporting tables have the specified agent attribute.
You can create more than one agent attribute for a given campaign, or you can use the same
agent attribute for more than one campaign.
You can update the agent attributes using Web services and the agent scripts.
Agent Configuration
Button Description
Apply Criteria To apply the search criteria.
Clear Criteria To clear the applied criteria and display all agent
records.
Go To go to the page number that you specify in the
text box provided.
Add To add a new agent.
Delete To delete agent(s).
Import Agents To import agents from the following options:
• Communication Manager
• A local CSV file
• AACC, if POM is installed in AACC mode.
Assign Organization To assign agent(s) to an organization. This button is
visible only if organization is enabled on Avaya
Aura® Experience Portal.
Icon Description
To go to the first page.
Button Description
Add To add a new agent.
Adding an Agent
Procedure
1. In the navigation pane, click POM > POM Home.
2. Click Agents > Agent Configuration.
3. Click Add.
4. Type the appropriate values in the following fields:
• Agent ID
• Agent Name
• Organization
5. Click Add.
Deleting an agent
Before you begin
Add at least one agent.
Procedure
1. In the navigation pane, click POM > POM Home.
2. In the drop-down menu, click Agents > Agent Configuration.
3. On the Agent Configuration page, select the check box next to the agent that you want to
delete.
4. Click Delete.
Button Description
Choose File To browse to the file to upload. POM displays this button when you
click the Upload CSV File to import agents option.
Import Agents To import the agents.
Last Import Details To view the details of last import.
Importing agents
Procedure
1. In the navigation pane, click POM > POM Home
2. In the drop-down menu, click Agents > Agent Configuration.
3. On the Agent Configuration page, click Import Agents.
4. On the Import Agents page, click one of the following options:
• Import agents from Communication Manager
• Import agents from file
• Import agents from AACC mode
5. Click Import Agents.
Related links
Importing agents using Communication Manager on page 434
Importing Agents from a file on page 434
Importing agents using AACC on page 435
Name Description
Selected Agents List of agents that you want to assign to the
selected organization.
5. Click Save.
Button Description
Apply Criteria To apply the search criteria.
Clear Criteria To clear the applied criteria.
Go To go to the page number that you specify in the
text box provided.
Add To add a new agent group.
Delete To delete an agent group.
Button Description
Add To add a new agent group.
5. Click Save.
Supervisor overview
POM introduces a new POM Supervisor role in Avaya Aura® Experience Portal. By default, a user
with a supervisor role has access to POM Monitor only. The supervisors are able to see and
manage only the agents that are assigned to them. The supervisors can also see and manage the
campaigns of the organization to which they belong.
Users with Administrator role can see all agents. Users with Org Administrator role can see all
agents belonging to that org.
POM provides a global configuration Agent and supervisor configuration for applying the agent
and supervisor configurations. If this parameter is disabled, then the supervisor can see the
agents and campaigns without any changes. For more information on the Supervisor feature, see
Avaya Proactive Outreach Manager Overview and Specification.
Note:
Name Description
Available Agent Groups The list of agent groups available for the selected
user.
Selected Agent Groups The list of agent groups assigned to the selected
user.
POM is an application that allows customers to automate their outbound contact handling utilizing
sophisticated strategies across multiple channels, including voice, E-mail, and SMS. Avaya
Proactive Outreach Manager’s industry leading Call Classification Analysis and associated Answer
Machine Detection capability helps to ensure the greatest level of productivity, while addressing
compliance requirements at the same time. It provides the features as outlined below to help our
customers achieving compliance regulations related to the rules in the table below.It is the
customer’s responsibility to use POM in compliance with the all applicable laws or regulations.
Feature High level requirement Feature support offered by POM
Nuisance Call Rate The Nuisance call rate shall be no POM supports pacing calls to
more than 3% of live calls per manage the desired Nuisance call
campaign (i.e. across call level by utilizing the “Cruise
centres), or per call centre (i.e. Control” algorithm.
across campaigns) over a 24 hour
POM Cruise Control algorithm,
period. The abandoned call rate
when using predictive dialling,
must include a reasoned estimate
allows for maintaining the service
of Answer Machine Detection
level such that the number of
(AMD) false positives and may
abandoned, or nuisance calls is
exclude a reasoned estimate of
within the limit administered for a
calls abandoned to answer
given campaign.
machines.
Compliance across multiple
systems or across a call centre
has to be ensured by the call
centre management, or customer.
POM needs be configured to reset
the cruise control algorithm every
midnight (12:00 AM). In such
case, POM resets the number of
call hits and number of
abandoned, or nuisance calls so
that the algorithm maintains the
number of nuisance calls to be
within limit of that particular day.
Without such reset, the algorithm
would manage the nuisance for
the life time of the campaign,
Table continues…
Note:
Note:
Compliance rules do apply to predictive or progressive dialling modes, whereby they are not
necessarily applicable if thePOM solution is used in Preview mode. There is no over-dialling in
Preview mode as only a single call is placed with the agent being in the call for its full duration also
qualifying the call progress. In case of preview the agent has to ensure to respond to the customer
according to the compliance regulation.
Nuisance call rate formula
The nuisance call rate calculation formula is:
case of false negative detection, otherwise POM will not consider such calls in the nuisance
calculation.
• AMDFalsePositiveRate = Answer Machine Detection False Positive Rate
This setting allows for entering a reasoned estimate for an answer machine false positive rate
in the campaign wizard. The default value for Answer Machine Detection False Positive Rate is
3.
A call is marked as nuisance as outlined below:
• For Agent based campaigns:
- Customer call is connected but the system disconnects the call before live voice timeout
expires or before POM finds an available agent.
- Customer call is connected but time taken to connect to the agent is more than live voice
timer set during campaign administration or the customer disconnects the call in this process
(Nuisance application is played. This case is not applicable for enhanced CCA)
Note:
Applicable only if the Consider Answer Machine by Agent check box is disabled in the
campaign wizard,
- If the Consider Answer Machine by Agent check box is enabled in the campaign wizard
and when customer call is disconnected by the system or customer while call classification
was in progress.
- Customer call is attempted to connect to an agent while the agent state is changed by
another event at the same time.
• For Agent less Campaigns:
- In case of a delay of more than 2 seconds between Customer’s off hook event and first
prompt event of the notification application.
- If the Consider Answer Machine by Agent check box is enabled in the campaign wizard,
and when the customer call is disconnected by system while call classification was in
progress.
For more information about the start of voice timer and live voice, see the POMDriver
application from shipped applications section.
Related links
Manage global configurations page field descriptions on page 89
Media Servers and Media Specific Parameters page field descriptions on page 364
Rule Editor overview on page 395
Reset Cruise Control Pacing Parameters on page 348
Rules page field description on page 402
Note:
To access this URL, use Microsoft Internet Explorer 11 and later. You might need to enter the
user name and password twice.
Also, you can use a command line utility to run, pause, resume, and stop the campaigns. You
must run the script manageCampaign.sh, located at $POM_HOME/bin/. The script file requires
three parameters, namely, the POM server IP address, user name, and the password.
A global user can monitor all campaigns, data imports, and DNC imports across organizations. An
Org user can monitor campaigns, data imports and DNC imports that are created by the users
belonging to the specific organization.
Note:
A global user is a user who does not belong to any organization, and has the POM
Administration and POM Campaign Manager roles. An organization user (Org user) is a user
who belongs to an organization created in Voice Portal or Avaya Aura® Experience Portal, and
has the Org POM Campaign Manager role.
In the Contact List view of POM Monitor, you can view the saturation and penetration of the
contact list. This list the percentage of all the contact attempts and at least one unique attempt
respectively against the total records.
Selection Box Use the selection box to select one or more than one active
campaigns.
Field Description
Campaign name Displays the name of the active campaign.
Campaign type Displays the campaign type as finite or infinite.
Job ID Displays the job ID for the campaign.
Status Displays the status of the campaign.
Contact list Displays the contact lists associated with the campaign.
Organization Displays the organization to which the campaign belongs.
Start Time Displays the time when the campaign started.
Un-attempted Contacts Displays the number of contacts that are not yet dialed by the
campaign.
Processed Contacts Displays the number of contacts attempted by the campaign and are
marked done.
Filtered Contacts Displays the total number of contacts that satisfy the filter criteria of
the campaign. If the contacts are deleted from the contact list of the
running campaign, and if those contacts are not marked done, then
the count of Filtered Contacts decreases accordingly.
Job Notes Displays the current activity of the job.
Nuisance Calls Displays the total count of nuisance calls made through the job.
Nuisance Rate Today Displays the nuisance rate from the midnight till the current system
time.
Nuisance Rate Displays the nuisance rate from the job start time.
Agents Displays the agents for the campaign.
When you select one or more campaigns using the selection box, you can click Monitor
Campaigns to view the campaign details on the Multiple Campaign Summary screen. You can
select one or more campaigns using the selection box, and then click Stop Campaigns to stop
the running campaigns.
Tip:
If you open any of the pages in a new tab in the browser, logout from the parent window and
then again log in. After logging in, you might get an error opening the POM monitor pages.
When you have more than one tabs in the same browser for different pages, the browser runs
multiple VPMS or EPM sessions in the background. So you might encounter an error.
You can control the agent and the agent state using the Agents View page.
For CC Elite mode, if you right-click the Agents View page, you see the following options:
• Release from Outbound
• Move To Another Job
• Forced Break
• Forced Logout
For AACC mode, if you right-click the Agents View page, you can see only one option; Move to
Another Job.
Note:
If an agent has a Pending Callback or a Pending Consult request, the agent manager ignores
the Move To Another Job and Release from Outbound requests of an agent from Active
Agents screen. The administrator must monitor the agent job states of the agent. If the agent
job state of the agent changes to Pending Manual Job Move or Pending Manual Inbound for
Manual job movement and Release from Outbound requests respectively, only in that case,
the administrator must consider the manual movement of the agent is complete. If the agent
job state does not change to Pending Manual Job Move or Pending Manual Inbound, the
administrator can retry to process the Move To Another Job and Release from Outbound
requests. The Agent manager raises an event if the agent movement is not possible.
Field or Button Description
Agent Displays the agent ID.
Agent Extension Displays the extension number the agent uses for making the calls.
Agent Name Displays the agent name.
Skills The skills you have configured in CC Elite and mapped with POM skills.
Skill Attribute The agent skill attribute that you have configured.
Agent State Displays the current agent state. The agent state can be any one of the
following:
• Ready: The agent is ready to take a call.
• Busy: The agent is busy with a call and cannot take another call.
• Work Not Ready: The agent is busy with the call wrap up and cannot take
another call.
• Not Ready: The agent is not ready to take a call.
• Pending Not Ready: The agent has marked Not Ready, but is currently in a
call. When the current call is over, the agent switches to Not Ready state and
cannot take another call.
Call State Displays the current call state. The call state can be any one of the following:
• Idle: The agent is ready and waiting for call.
• Talking: The agent is talking on a call.
• Wrap up: The agent is finished talking on a call, but is wrapping up the call or
making notes.
• Hold: The agent has put the call on hold.
Table continues…
Note:
This count is not the actual attempts made for the every contact, but just a check. Depending on the
recheck time interval set in the Campaign Strategy, the system checks whether the restriction is
applicable for every contact before the contact is dialed. If the restriction is applicable, the Temporary
Restricted Attempts counter is incremented.
The Temporary Restriction Counts value is a counter value which counts the total number of contacts
which are temporarily restricted.
Table continues…
Note:
Campaign Progress chart in Campaign detail view sometimes might show an upward or
downward spike for running the campaign if data archival is in progress for the selected
running campaign. If you observe such spike, ignore such spike.
A job might have different states. Some of the job states are as below:
Job state Description
Job Queued The job is queued for running. The job does not perform any dialing operations.
Job Active The job is running and is performing dialing operations.
Completed, The job has stopped dialing the records and is creating reports related information in
Creating History the database. The job has completed dialing all records and there are no more records
for dialing.
Job Pause The user initiated a pause action on the job. After this state, the job moves to the
Pausing state.
Table continues…
Note:
POM does not consider the break duration while calculating
the idle%.
Break % Displays the total percentage % of time agents are on break for
current zone of the job action.
There are chances that the Agent Utilization and Agent Idle % might have a deviation of X% from
100%. This variation ‘”X” depends on the number of active agents on the system. Ideally the
deviation must be in the range of (+/-) 0-5%. However, cases are there when this deviation can go
beyond this range and in such cases the supervisor must intervene manually. Some examples of
these cases are:
1. The campaign is running with 100 agents that are attached to the job and the last contact
of the job is served by the agent for too long , say 20 minutes. In such a case, all 99 agents
are in Idle state waiting for the next call. The Agent Idle% will be percent incremented by
99*20 minutes whereas the Agent Utilization remains intact. In such cases, the supervisor
must take some actions such as descrementing the Maximum agents or priority of the job
or use dynamic licensing.
2. If there are issues in the nailing of the agents and many agents are attached to job, but in
unnailed and Idle state, in such a case, the Agent Utilization remains intact while the Idle
percentage will be incremented. The supervisor must check for such agents and must
rectify the nailing issues. There are various ways to track such agents on POM Monitor.
Such agents appear to stuck in Idle call state or the agents have a lesser call count
compared to other agents. Also, POM generates an alarm P_POMAGT33 – “Agent -
{0} nailing lost for the agents whose nailing is dropped. Nailing issues can occur
because of various reasons such as invalid MPP state, or agents are not properly
configured on Contact Center, or insufficient telephony resources. You must check for such
issues and rectify the issues.
There can be agent stuck issues at POM or desktop level. For such agents, the state remains as
is on POM Monitor. Depending on the current agent state, the agent state can impact the Agent
Utilization or Agent Idle Percentage. The supervisor must force logoff such agents from POM
Monitor.
Automated Voice Task View
This displays the name you specify in the campaign strategy for the Name property in the call
node. If you do not specify the name in the campaign strategy, the system displays the default
values for the name. For example, Call_100, or Call_200.
Note:
Depending on the number of jobs or the number of tasks running for the given campaign, you
might see additional views related to different types of campaigns. For example, if you have
an SMS campaign running, you see an SMS Task View, or an Email Task View, or a
Custom Task View, or an Agent Voice Task View.
Completion Code View
This displays the name you specify in the campaign strategy for the Name property in the action
node. If you do not specify the name in the campaign strategy, the system displays the default
values for the name. For example, Call_100, or SMS_100.
If you expand the name displayed, you see additional fields:
Field or Button Description
RPC Displays the total number of records where the completion code
with RPC flag is set.
Success Displays the total number of records where the completion code
with Success flag is set.
Closure Displays the total number of records where the completion code
with Closure flag is set.
If you select the name, POM displays another table with completion code details. If you navigate
back to the Campaign Details View and click name property, you switch back to the default display
and can see the trend chart in the right pane of the window.
Note:
System completion code's total might mismatch with interval values as other system or
custom completion codes might overwrite it.
Field or Button Description
Name Displays the name of the completion code.
Total Displays the total number of records for which the task is
performed.
Last 5 min Displays the total number of completion codes for selected task
in the last 5 min.
Last 15 min Displays the total number of completion codes for selected task
in the last 15 min.
Last 30 min Displays the total number of completion codes for selected task
in the last 30 min.
Last 60 min Displays the total number of completion codes for selected task
in the last 60 min.
Note:
The POM Monitor shows interval data for the last 5, 15, 30, and 60 minutes. Once the time
equal to respective intervals are passed then the interval data is refreshed for 5, 15, 30, and
60 minutes respectively. For example, from the start time of the campaign, as the time passes
by, the interval data for last 5,15,30,60 minutes get refreshed at respective interval time.
Hence at any given time you always see latest data for the given interval
This page also displays a trend chart where you can monitor the active campaigns. In the trend
chart, the finished contacts are plotted on the Y axis. Finished contacts are the number of contacts
successfully completed in the campaign. On the X axis, the time is plotted. The trend chart also
displays the voice calls and the campaign progress. The trend chart is refreshed after every one
minute.
Field or Button Description
The pane on the top displays the task name, ports in use, and all campaign parameters depending on the
campaign type.
Note:
When the system recalculates the allocated ports, you might observe that temporarily the campaign
summary displays ports in use more than the allocated ports. You might see this behavior when the
new job starts , or pauses, or resumes , or when the donated ports returns to the dynamic job.
Table continues…
This page also displays a pie chart in the right pane, which can be monitored real time. The pie
chart shows the outcome of import. Depending on the outcome of the import such as success,
duplicate address, or any other outcomes, every outcome is displayed with a different pie color.
This page also displays a pie chart in the right pane, which can be monitored real time. The pie
chart shows the outcome of import. Depending on the outcome of the import such as success,
duplicate address, or any other outcomes, each outcome is displayed with a different pie color.
Name Count
Rejected Pattern "Displays the total number of records rejected matching with the
reject patterns.
Delete Displays the total number of records deleted.
Validation Failed Displays the total number of records for which the validation failed.
Run Time Error Displays the total number of records that display a run time error.
Success Displays the total number of successful records imported.
Duplicate Address Displays the total number of records where duplicate addresses
are found.
Monitor Settings
Settings Description
Skin Selection Use the option buttons to choose a preferred skin. You can choose
either the Gold or the Avaya skin option. The default is Avaya.
Campaigns View Use the option buttons to choose a preferred campaign view
screen mode. You can choose either the Normal View or the
Minimize screen option. The default is Normal View.
Data Import View Use the option buttons to choose a preferred data import view
screen mode. You can choose either the Normal View or the
Minimize screen option. The default is Minimize.
DNC Import View Use the option buttons to choose a preferred DNC import view
screen mode. You can choose either the Normal View or the
Minimize screen option. The default is Minimize.
Agent Summary View Use the options button to choose a preferred agent summary view
screen mode. You can choose either the Normal View or the
Minimize screen option. The default is Minimize.
License Summary View Use the options button to choose a preferred license summary
view screen mode. You can choose either the Normal View or the
Minimize screen option. The default is Minimize.
Inbound Skills View Use the options button to choose a preferred inbound skills view
screen mode. You can choose either the Normal View or the
Minimize screen option. The default is Minimize.
Settings Description
Email server Displays the name of the email server if you are running an email
campaign. The default is Hide.
SMS server Displays the name of the SMS server if you are running an SMS
campaign. The default is Hide.
Start Time Displays the time when the campaign job started.
Elapsed Time Displays the time for which the campaign job is running.
Estimated Time Displays the time duration for which the campaign might run based
on calculations done by the POM system.
Note:
The Campaign Details View might take some time to be displayed on the monitor when lot of
attempts are there. For every 1000 thousand attempts, the monitor takes a 10 second delay to
load the detail view.
Campaign Detail View: Contact List View
Settings Description
Number of attempts Displays the number of attempts POM makes to contact the record.
RPC Displays the total number of records where the completion code
with RPC flag is set.
Success Displays the total number of records where the completion code
with Success flag is set.
Closure Displays the total number of records where the completion code
with Closure flag is set.
Nuisance Displays the total number of calls marked as Nuisance.
Number of connects Displays the number successful connect attempts. POM calculates
the number of connects from the counts of completion codes which
varies for each task type. For calls, POM considers the completion
codes as Answer Human , and Call Answered. For e-mails, POM
considers the completion codes as Email Sent, and for SMS POM
considers the completion code as SMS Delivered.
The default is Hide.
Attempts to list ratio Displays the percentage of attempts with respect to total contacts
for the job. The default is Hide.
RPC to Attempts ratio (%) Displays the percentage of successful RPC connects with respect
to total attempts. The default is Hide.
Success to Attempts ratio (%) Displays the percentage of successfully completed call, or SMS, or
email attempts with respect to total attempts for the job. The default
is Hide.
Note:
Desired ASA, Queue Length, Pace Variation Step, Max Pace, Desired EWT, and Inbound Skill
parameters are applicable only for skill-based campaigns.
Note:
POM does not consider the break duration while calculating the
idle%.
Break % Displays the total % of time agents are on break for the job action.
Callback Scheduled Displays the total number of callbacks scheduled for the job action.
Callback Completed Displays the total number of callbacks completed for the job action.
Settings Description
Minimum Ports Displays the minimum ports used in the campaign job.
Maximum Ports Displays the maximum ports used in the campaign job.
In Use Ports Displays the number of ports in use for the campaign job.
Rate Displays the pacing rate at which time based campaigns are
executed. For a normal campaign the rate are displayed as "none".
Pace Type Displays the pace type as none, time-based, or skill-based
depending on the campaign type you create.
Desired ASA Displays the average time the agent requires to finish the call.
POM monitors the average speed for an inbound skill which you
want to monitor.
Queue Length Displays the number of calls in the wait queue for the inbound skill.
Service Level Displays the number of calls answered within the specified time in
the inbound queue.
Pace Variation Step Displays the percent of increase or decrease in pace when the
current inbound parameter value does not match desired value.
Max Pace Displays the maximum pace value with which the campaign can
run.
Desired EWT Displays the expected time for which the call waits in the queue
before the call is answered.
Inbound Skill Displays the inbound skill you select to monitor for the campaign.
Settings Description
Callback Completed Displays the total number of callbacks completed.
ASA Displays the average time the agent requires to finish the call.
POM monitors the average speed for an inbound skill which you
want to monitor.
Queue Length Displays the number of calls in the wait queue for the inbound skill.
Service Level Displays the number of calls answered within the specified time in
the inbound queue.
Pace Variation Step Displays the percent of increase or decrease in pace when the
current inbound parameter value does not match desired value.
Max Pace Displays the maximum pace value with which the campaign can
run.
EWT Displays the expected time for which the call waits in the queue
before the call is answered.
Note:
POM does not consider the break duration while calculating
the idle%.
Average ACW Time Displays the total wrap time of the selected agent for the current
session.
Average Hold Time Displays the total hold time of the selected agent for the current
session.
Average Preview Time Displays the average preview time of the selected agent for the
current session.
Job Attach Time Displays the time stamp when the selected agent is attached to the
job action
Table continues…
Settings Description
Conference Count Displays the number of conference calls attended by the selected
agent for the job action.
Transfer Count Displays the number of transfers initiated by the selected agent.
Abandoned On Hold Count Displays the number of calls abandoned while call is put on hold by
the selected agent.
Current Outbound Duration Displays the time spent by the selected agent in Outbound.
Agent Session Count Displays the number of times the agent is attached to the current
job action in the current session.
State Time Displays the time duration for which the selected agent is in the
current state.
Settings Description
considers the completion codes as Email Sent, and for SMS, POM
considers the completion code as SMS Delivered.
The default is Hide.
Hit Rate Displays the percentage of total RPC to total attempts. The default
is Hide.
Nuisance Displays the total number of records marked as Nuisance.
RPC Displays the total number of records where the completion code
with RPC flag is set.
Success Displays the total number of records where the completion code
with Success flag is set.
Closure Displays the total number of records where the completion code
with Closure flag is set.
Settings Description
• Consult: The agent is on the call consulting another agent.
• Conference Owner: The agent has initiated a conference call
with other agent and the agent who initiates the call is the
Conference Owner.
• Conference Passive: The other agent participating in the
conference call is the Conference Passive.
• Preview Dialing: Preview Dialing is applicable only for preview
type of campaign. The agent is previewing the information and
dials a call.
• Callback: The agent is doing a callback.
• Pending Call: The agent is currently in a call and has another call
assigned.
• Pending Callback: The agent is on call and pending callback is
offered to agent.
• Preview Dialing: Preview Dialing is applicable only for preview
type of campaign. The agent is dialing a call after seeing the
preview.
• Job End
• Pending Job Attach
• Call Connect
Campaign Name Displays the name of the campaign to which the agent is attached.
Job Id Displays the job Id to which the agent is attached.
Task Displays the current task for the job.
Zone Name Displays the zone of the agent.
Job State Displays the agent job state. The job state can be any one of the
following:
• JobAttached
• JobDetached
• JobEnd
• JobInbound
• Pending Inbound
• Pending Outbound
Locale Displays the locale of the agent.
Time Zone Displays the number of times the agent was attached to the
Inbound work during the current job.
Inbound Count Displays the agent inbound count.
Inbound Duration Displays the agent inbound duration.
Table continues…
Settings Description
Inbound Duration % Displays the percentage % time for which the agent was inbound
with respect to the agent login time.
Off Job Idle Duration Displays the time for which the agent is Ready, but no job is
assigned to the agent.
Login Time Displays the time when the agent logs in. The login time is
localized.
Off Break Duration Displays the break time when the agent is not attached to any job.
Off Break Duration % Displays the percentage % for which the agent is not attached to
any job with respect to the total outbound time.
Outbound Duration Displays the agent outbound duration.
Outbound Duration % Displays the percentage % time for which the agent was outbound
with respect to the agent login time.
4. The campaign manager checks for the Pause Dialing During Record Selection
configuration in campaign creation wizard, every time it filters the records. If the Pause
Dialing During Record Selection check box is selected, it starts dialing only after POM
finishes filtering all records based on the filter criteria specified. Else, it starts dialing
immediately as soon as the first set of records get filtered.
Field Description
match. For example, if you select first name =
John and salary =3000, it will display all those
records where the first name is John or the salary
is 3000. So you will see records where only the
first name matches, or only the salary matches, or
both the first name and salary matches.
• Custom: The system displays the records as per
your criteria. You can use a combination of
contact attributes to filter the records. While
creating custom criteria, ensure you do not repeat
or skip the Condition number in the Custom
Condition string. For example, if you have 4
conditions, 1, 2, 3, and 4, then you cannot write
custom criteria as: (1 and 2) OR (1 and 3).
You can decide the order in which you want the
filter criteria to work and whether the condition will
be checked inclusive of all conditions or exclusive
of some conditions.
Condition Use this to specify custom conditions.
add icon.
Operator Specify the operator to use with the contact attribute
to filter the records. You can use =, !=, in, like, not
like, isNull, and is not null, depending on the data
type of the attribute you select.
• For multi character wild card support, use %
(percentage). Multi character wild card is
supported only with Like and NotLike operators.
• For single character wild card support, use _
(underscore). Single character wild card is
supported only with Like and NotLike operators.
For example, if customer names in the contact list
are Avaya, Avasa, Asurian and the selection
criteria is Ava_a, then only 2 records namely
“Avaya” and “Avasa” are selected.
Table continues…
Field Description
Value Use this to specify the value for filter criteria. The
system displays the first 100 matching values. For
example, if you are filtering records with last name
containing “Wa”, the system will display the first 100
records which have the last names containing “Wa”.
Actions Use to specify the input value for record
selection.
Sort Order
Field Description
Cancel Discards the changes made and returns to the
Campaign Details screen.
Close Closes the current screen and returns to the
Campaign Details screen.
Note:
You cannot remove a contact list that was associated at the start of a campaign.
6.
Click .
7. Click Save.
Parameter Description
SMS Pacing Use to change the time interval used for the pacing. Depending on
the time interval unit you specify in the campaign strategy, you see
the pacing as either second, minute, or hour.
Skill-based campaigns
If you are running skill-based campaign, depending on the four parameters namely, Average
Speed of Answer, Expected Wait Time, Desired Service Level, and Queue Length, you can
change different runtime parameters.
If the pacing parameter is Average Speed of Answer (ASA), you can change the following
parameters:
Parameter Description
Priority Use the drop-down list to change the priority of the campaign. The
higher the number, the higher is the priority of the campaign. If you
change the value at runtime, then the ports reassignment algorithm
is triggered and ports are reassigned.
Minimum Ports This value determines the least number of ports required for that
job. The minimum ports value can be set as 1. If you change the
value at runtime, then the ports reassignment algorithm is triggered
and ports are reassigned.
Maximum Ports This value determines the maximum number of ports required for
that job. If you change the value at runtime, then the ports
reassignment algorithm is triggered and ports are reassigned.
Desired ASA (in SECOND) Use to change the desired Average Speed of Answer used for the
pacing.
Pace Variation Step (%) Use to specify the percent of increase or decrease in pace when the
current inbound parameter value does not match desired value.
Max Pace Use to change the Max Pace used for the pacing. Depending on the
time interval unit you specify in the campaign strategy, you see the
pacing as either second, minute, or hour.
If the pacing parameter is Expected Wait Time (EWT), you can change the following parameters:
Parameter Description
Priority Use the drop-down list to change the priority of the campaign. The
higher the number, the higher is the priority of the campaign. If you
change the value at runtime, then the ports reassignment algorithm
is triggered and ports are reassigned.
Minimum Ports This value determines the least number of ports required for that
job. The minimum ports value can be set as 1. If you change the
value at runtime, then the ports reassignment algorithm is triggered
and ports are reassigned.
Maximum Ports This value determines the maximum number of ports required for
that job. If you change the value at runtime, then the ports
reassignment algorithm is triggered and ports are reassigned.
Pace Variation Step (%) Use to specify the percent of increase or decrease in pace when the
current inbound parameter value does not match desired value. The
desired value is compared with the current value. If the current
value is less than or equal to the desired value (for EWT, ASA, and
Q-L) the pace is increased. But, if the current value is higher than
the desired value (for EWT, ASA, and Q-L), the pace is decreased.
Max Pace Use to change the Max Pace used for the pacing. Depending on the
time interval unit you specify in the campaign strategy, you see the
pacing as either second, minute, or hour.
Desired EWT (in SECOND) Use to change the desired Expected Wait Time used for the pacing.
If the pacing parameter is Desired Service Level (DSL), you can change the following parameters:
Parameter Description
Priority Use the drop-down list to change the priority of the campaign. The
higher the number, the higher is the priority of the campaign. If you
change the value at runtime, then the ports reassignment algorithm
is triggered and ports are reassigned.
Minimum Ports This value determines the least number of ports required for that
job. The minimum ports value can be set as 1. If you change the
value at runtime, then the ports reassignment algorithm is triggered
and ports are reassigned.
Maximum Ports This value determines the maximum number of ports required for
that job. If you change the value at runtime, then the ports
reassignment algorithm is triggered and ports are reassigned.
Service Level Service level determines the maximum nuisance calls allowed. The
predictive cruise control algorithm will consider this value to ensure
that the desired level is achieved. For example, if the service level is
defined as 99, then out of 100 answered calls, 99 calls should be
served by agents and only 1 call is allowed as nuisance call
Pace Variation Step (%) Use to specify the percent of increase or decrease in pace when the
current inbound parameter value does not match desired value. The
desired value is compared with the current value, and the pace
Table continues…
Parameter Description
decreases if the current value is less than or equal to desired value
(for Service Level). But the pace increases if the current value is
higher than the desired value.
Max Pace Use to change the Max Pace used for the pacing. Depending on the
time interval unit you specify in the campaign strategy, you see the
pacing as either second, minute, or hour.
If the pacing parameter is QueueLength, you can change the following parameters:
Parameter Description
Priority Use the drop-down list to change the priority of the campaign. The
higher the number, the higher is the priority of the campaign. If you
change the value at runtime, then the ports reassignment algorithm
is triggered and ports are reassigned.
Minimum Ports This value determines the least number of ports required for that
job. The minimum ports value can be set as 1. If you change the
value at runtime, then the ports reassignment algorithm is triggered
and ports are reassigned.
Maximum Ports This value determines the maximum number of ports required for
that job. If you change the value at runtime, then the ports
reassignment algorithm is triggered and ports are reassigned.
Queue Length Use to change the Queue Length used for the pacing you specify in
the campaign strategy.
Pace Variation Step (%) Use to specify the percent of increase or decrease in pace when the
current inbound parameter value does not match desired value.
Max Pace Use to change the Max Pace used for the pacing. Depending on the
time interval unit you specify in the campaign strategy, you see the
pacing as either second, minute, or hour.
Note:
Blank value for any parameter might indicate that the parameter is not specified in the contact
strategy.
Preview based campaign run-time settings
Parameter Description
Priority Use the drop-down list to change the priority of the
campaign. The higher the number, the higher is the priority
of the campaign.
Minimum Agents This value determines the least number of agents required
for that job. The minimum agents value can be set as 0. If
you change the value at runtime, then the agent
reassignment algorithm is triggered and agents are
reassigned.
Table continues…
Parameter Description
Maximum Agents This value determines the maximum number of agents
required for that job. If you change the value at runtime,
then the agent reassignment algorithm is triggered and
agents are reassigned.
Parameter Description
For first 5 minutes after the job starts, the system does not
determine the hit rate and considers the initial call hit rate
parameter value configured in the global configurations.
Parameter Description
higher the over dial ratio, the chances of nuisance calls are
also increased depending on the hit rate. You can specify
any number between 1.0 and 100.
Note:
If you choose All Actions, you can view the report for ad, change and delete
action supported by POM.
Predefined Values Use this view the log files based on one of the timestamp values mentioned
below:
• All Dates and Times
• Today
• Yesterday
Last Limits the report to a specific number of days or hours.
Enter that number of days or hours in the associated text field, then select Days or
Hours from the associated drop-down list. You can enter a whole number from 1 to
99. The system calculates the number of days from midnight to 11:59 p.m.
For example, if the current time is 3:00 p.m. on Wednesday and you enter a 3 in
this field and select Days from the drop-down list, the report includes all activity
starting on Monday at midnight through the end of the current day.
Between Limits the report to a specified range of dates. The default range covers a 7-day
time span that ends with the current date and time. If you want a different range of
dates:
• In the Start Date/Time field, enter the start date using the format dd-mmm-yyyy
or click the calendar icon to select the date from a pop-up calendar. After the
start date, enter the start time using a 24-hour format and the same timezone as
the specified on the POM server.
For example, enter 03-Mar-2007 16:26:10. The default for this field is one week
prior to the current date at time 00:00:00.
• In the End Date/Time field, enter the end date using the format dd-mmm-yyyy
or click the calendar icon to select the date from a pop-up calendar. After the
end date, enter the end time using a 24-hour format and the same timezone as
specified on the POM server.
For example, enter 10-Mar-2007 16:26:10. The default for this field is the day
prior to the current date at time 23:59:59
The amount of data available for this report depends on the setting in the Retention Period field
in the Audit Logs group on the Alarm/Log Options page.
For example, if the Retention Period field value is set to 14, you can enter a start date that is two
weeks before the current date. If Retention Period field value is set to 7, you can only check for
the previous week.
Documentation
For information about feature administration, interactions, considerations, and security, see the
following POM documents available on the Avaya Support site at http://www.avaya.com/support:
Title Description Intended audience
Avaya Proactive Outreach Provides general information about the product Users
Manager Overview and overview and integration with other products.
Specification
Implementing Avaya Provides information about installing and Implementation
Proactive Outreach Manager configuring Proactive Outreach Manager. engineers
Upgrading Avaya Proactive Provides information about upgrading Proactive Implementation
Outreach Manager Outreach Manager. engineers
Troubleshooting Avaya Provides general information about • System administrators
Proactive Outreach Manager troubleshooting and resolving system problems,
• Implementation
and procedures for finding and resolving specific
engineers
problems.
• Users
Avaya Aura® Contact Center Provides conceptual and procedural information Users
- Proactive Outreach about the integration between Avaya Aura®
Manager Integration Contact Center and Proactive Outreach
Manager .
Using Avaya Proactive Provides information about reports in Proactive • Users
Outreach Manager Reports Outreach Manager.
• System administrators
Avaya Proactive Outreach Provides information for implementing POM • Users
Manager High Availability system in a single data center, and also explains
• System administrators
functioning of POM during failure and high
availability. • Implementation
engineers
You must install Avaya Aura® Experience Portal before you install POM. You will find references to
Avaya Aura® Experience Portal documentation at various places in the POM documentation.
Support
Go to the Avaya Support website at http://support.avaya.com for the most up-to-date
documentation, product notices, and knowledge articles. You can also search for release notes,
downloads, and resolutions to issues. Use the online service request system to create a service
request. Chat with live agents to get answers to questions, or request an agent to connect you to a
support team if an issue requires additional expertise.
Agents
An agent is a person who handles incoming or outgoing calls for a business. A contact center agent
might handle account inquiries, customer complaints, or the support issues.
POM manages the agents by implementing a state machine for each agent. Through Agent APIs,
POM also provides a way to login these agents. When an agent logs in to POM, POM stores the
logged in agent and manages the agent lifecycle through an agent session. The system creates an
agent session when an agent logs in and ends when the agent logs out. In one agent session, the
agent can either get attached to various agent-based campaigns or can serve inbound calls as a
blended agent. POM Monitor facilitates the administration and management of these agents.
Through POM Monitor, administrator can view the current statistics of an agent, and controls the
agent statistics.
You can view different agent properties through the POM Monitor. The important properties are
agent skills, zone, time-zone, locale, and agent extension and agent states. Apart from agent states,
it specifies the other properties in Login command, which marks the beginning of an agent session,
while the agent states are runtime property and you can view on POM Monitor and managed by
POM.
Agent’s state is a collection of sub states that include Agent State, Call State, and Job State. Agent
State includes Ready, Not Ready, Pending Not Ready, Logout, Busy, Work Not Ready, Unknown
states. Agent state indicates whether an agent is working or idle. Call state includes Idle, Talking,
Callback, Conference Owner, Conference Passive, Consult, Preview, Wrapup. Job State can be Job
Attached, Job Detached, Job End, Pending Inbound, Job Inbound, Pending Manual Inbound,
Pending Job Movement, Pending Job Attach.
Agent states
• Ready: When an agent logins and sends Ready command from desktop, POM puts the agent
in Ready state. The agent is available to take calls. If an agent is attached to a campaign and
contacts in that campaign are there, POM connects calls to such agents.
• Pending Not Ready or Not Ready: When an agent sends a NotReady command from agent
desktop, POM puts the agent into Not Ready state. On getting request from desktop POM can
move that agent to not ready state. The agent is unavailable to take calls. On receiving this
command from desktop, POM makes sure that it excludes this agent from available agent pool
and it does not give further calls to the agent. An agent can send this command anytime, so if
the agent is already busy with a customer call, POM puts such agent in Pending Not Ready
state. When the agent’s current work is over, it moves the agent to Not Ready state. However,
through this command an agent can also change the reason for going to Not Ready state.
Issuing this command in Not Ready state with new reason code can change the reason of the
Not Ready state. Agent desktop can send request to move an agent to Not Ready state with
walkaway status if agent is not doing any activity on desktop. In such case POM generates a
major alarm P_POMAGT16. For more information about the alarm, see Troubleshooting
Proactive Outreach Manager.
• Log Out: When an agent sends Logout command from desktop , POM puts the agent in the
logout state. POM permits only Not Ready agents to logout. However, under some
circumstances POM also permits a pending logout of an agent through Pending Logout
command. This command is for integrated desktops that can communicate with contact center.
If such desktops find that the agent does not have any outbound skills, then such desktops can
send this command to logout the agent.
• Busy: This state indicates that an agent is interacting with the customer. In this state, the agent
call states can be either Talking, Dialing, Preview, ConferenceOwner, ConferencePassive,
Consult, or Callback.
• Work Not Ready: When an agent or the customer ends up a customer call, agent wants to
update customer call information in to system. An agent can do this when the agent is in
wrapup state. When the customer call ends, either by the agent or by the customer, POM puts
the agent in Wrapup and Work Not Ready state. If nailing of an agent drops while the agent
was Busy, then also agent goes into Wrapup and Work Not Ready state. For more information
about nailing, see Proactive Outreach Manager Overview and Specification Guide.
Agent call states
Agent call states broadly represent the states in which the customer contacts the agent. The
different call states are:
• Idle: This state represents that agent is available for POM system to connect with customer
call.
• Preview: This state represents that the POM system has offered a preview of customer data to
agent and agent can be in next possible states as either Dialing or Wrapup, that depends on
whether agent accepts or rejects the customer preview. POM receives the Preview Dial
command when the agent accepts the preview in desktop, while Preview Cancel command is
sent when agent cancels to dial the customer using offered preview.
• Callback: This state represents the agent has a preview of customer data who has requested a
callback. Similar to preview state it also has the same set of next state as either Dialing or
Wrapup. You can send Preview Dial and Preview Cancel commands after this state from the
agent desktop depending on whether agent decide to dial the customer or reject the preview
respectively.
POM server can send time in UTC (yyyy/MM/dd HH:mm) in pending callback notification, if the
UTC is set in TimeZonePendingCallbackDueTime parameter of pim_config table. The query to
update this parameter is
update pim_config set config_value='UTC' where
config_name='TimeZonePendingCallbackDueTime'
The existing functionality in which POM sends the due time as per the POM server time zone is
the default behavior, and works as it is to maintain backward compatibility.
Earlier, the skill information was refreshed from Communication Manager when an agent was
attached to the job. Any request to refresh the skill would take time to reflect depending on
Communication Manager work load. In the current release of POM, we do not refresh the skill
information while attaching an agent to a job. If the agent skill information changes, the agent
needs to logout and login again for the changes to take effect.
the other agent becomes the owner of that customer call. The responsibility of wrapping up
customer call also lies with the owner agent. In this case, it displays the talking state as Call
Continue(transferred) in the POM Agent Activity Details report.
Similarly an agent can send conference command to conference with other agent. POM
supports three party conference only which includes two agents and one customer only. After
the conference is successful, the initiator goes in to Conference Owner state and the other
agent goes in to conference passive state.
A POM agent can transfer a call to an external party during a consult, or a conference, while
placing a customer on hold. The agent who originates the consult, or transfer, or conference
can exit the call after transferring it. External transfer at telephony level generates “Refer with
Replaces” SIP request for the external party, or the agent. The agent endpoint or gateway in
between must handle the “Refer with Replaces” request and generate an “Invite with Replaces”
request for the customer call leg. In the enterprise network, Avaya Aura® Communication
Manager (CM), or the gateway interfacing the external agent has to handle it.
On transfer during a conference, the POM system disposes the call and the agent Desktop
gets the CallWrapUp pop-up window to mark the completion code. To identify the calls that are
transferred to an external party, the agent must dispose the call with “Transferred to external
number” custom completion code, which can be configured in campaign creation wizard.
POM Campaign Detail report displays the completion code “Transferred to external number” for
calls that are transferred to an external party. The agent activity detail report displays the agent
activity as "Wrap-up" as such calls get disposed from the POM system.
The external transfer feature has the following limitations:
1. External agent being station or VDN on CM, CM must know the route to the customer or
Address of Record (AOR) that is mentioned in the Refer-To header of REFER request that
the MPP generates during the transfer.
Refer-To:<;sips:[email protected];gr=3413kj2h?
Replaces=090459243588173445%3Bto-tag%3D7553452%3Bfrom-tag%3D31431:>;
If the MPP places the customer call through the same CM, then the CM does the routing.
Else, you must configure the CM so that it routes the “Invite with Replace” to the desired
gateway or trunk through which customer outbound call is made. The customer call can
then be transferred to an external agent.
To achieve this routing, make a route-pattern on the CM and put it in the locations. In the
route-pattern, put trunks to the gateway or Avaya Aura® Session Manager (SM) which can
route “Invite with Replace” further to the customer.
2. External agent being a SIP endpoint registered on Session Manager, the SIP endpoint
must support “Refer with Replaces”. As observed, Avaya Equinox® or Avaya one-X®
Communicator does not support this and end up dialing a new call to the customer.
3. External agent is a PSTN entity that is dialed out of the Enterprise network. If the external
agent is dialed out through a trunk on CM to the PSTN network, the CM fails to transfer
the call and drops the external agent’s ongoing call if “Disconnect Supervision” is disabled
for the outgoing trunk. To fix this issue and transfer the call, change the trunk-group and
set the Disconnect Supervision-Out? to ‘Y’.
impact on the nailing of an agent. For more information about nailing, see Proactive Outreach
Manager Overview and Specification Guide.
• JobAttached: JobAttached is the state when agent is assigned to a job.
• JobDetached: JobDetached is the state when agent removed from the job.
• JobEnd: JobEnd is the state when the job task removes the agent. The agent can be put in Job
End sate when:
1. Campaign pauses or ends
2. Agent is moved from one job to another
3. When the system donates the agent to other job because of limited number of available
agents.
Note:
Job End does not mean that the running job is finished or terminated. Job End means that
an agent is no longer associated with the job. Hence the job for the specific agent ends.
• JobInbound: JobInbound is the state when the agent is released from Outbound activity. Agent
Manager does not assign any job to such agents. Hence agent is free to take inbound calls.
The system can put the agent in this state either when administrator invokes Release from
Outbound command from the POM Monitor, or the blender component of the system invokes
the command BlendToInbound for a particular agent. For more information about blending, see
Proactive Outreach Manager Overview and Specification.
• Pending Inbound: Pending Inbound is the state when the agent is marked for inbound, but the
transition is not complete as agent is busy with the current outbound call. Pending Inbound is a
transition state.
• Pending Outbound: Pending Outbound is the state when agent is marked for outbound, but the
transition is not complete as agent is busy with the inbound call. Pending Outbound is a
transition state.
• Pending Manual Inbound: Pending Manual Inbound is the state when an agent is moved from
outbound to inbound manually. This command is given on POM Monitor and through JMS it is
communicated to PAM. The agent, if busy, is kept in this state until the current call ends. Then
the state is transitioned to JobInbound. The command can be given for any agent from POM
Monitor. If the agent is idle than this transition is immediate otherwise a supervisor can see this
job state in the POM Monitor under the job state of an agent. The system can ignore the
command Release From Outbound in some scenarios such as:
1. The agent has some pending activity such as PendingCallback or PendingConsult.
2. During HA of the agent manager.
3. If JMS is not functional.
For such scenarios, the system raises an event P_POMAGT50. For more information about the
event, see Troubleshooting Proactive Outreach Manager.
• Pending Manual Job Movement: Pending Manual Job Movement is the when an agent is
moved from one outbound job to another outbound job. If agent currently busy talking with
customer, is kept in this state until the current call ends. Then the state is transitioned to Job
Attached state. These parameters must be filled by supervisor with caution as the movement is
bound to create repercussions in the system and system tries to move some other agent to the
Customer call
Progressive campaign
The following steps explain how an agent can transfer a call from a consult in POM:
1. POM instructs MPP2 to launch a nailing call to the agent.
2. MPP2 sends an INVITE message to the agent on Avaya Aura® Communication Manager/
Avaya Aura® Call Center Elite via System Manager. On completion of the INVITE
transaction, the agent call gets anchored on MPP2.
3. POM instructs MPP1 to start an outreach attempt to the customer.
4. MPP1 sends INVITE to the customer, which lands on the Gateway via System Manager.
The Gateway tries to connect to the customer outside the enterprise.
5. On connecting to the customer, the Gateway completes the INVITE transaction and the
customer call gets anchored on MPP2.
6. For the agent-customer interaction, MPP2 initiates an INVITE with Replaces transaction for
the customer call leg.
7. This INVITE with Replaces message lands on the Gateway via System Manager. The
Gateway then transfers the customer call leg to MPP2.
8. The agent and customer start interacting as their RTPs are processed by MPP2.
9. When the agent wants to consult an external agent, POM asks MPP2 to call the external
agent.
10. MPP2 starts MusicOnHold application on the customer leg and sends INVITE message to
the external agent which lands on the Gateway via System Manager. The Gateway tries to
connect to the external agent.
11. On connecting to the external agent, the Gateway completes the INVITE transaction and
the external agent call gets anchored on MPP2.
12. During the consult, the agent can transfer the customer to an external agent for which,
POM instructs MPP2 to send a REFER message to the external agent. The REFER
transaction contains customer call information in the Refer-To header.
13. This REFER message lands on Gateway via System Manager and replies back with 202
Accepted. The Gateway then drops the customer call leg towards MPP2 by sending a
BYE message.
14. Since the Gateway anchors the customer and the external agent call legs outside the
enterprise, it merges them together.
15. The Gateway sends NOTIFY messages to MPP2 via System Manager to notify the
successful transfer. MPP2 drops the external agent call leg by sending a BYE message to
the Gateway. As a result, the customer call gets disposed from the POM system, whereas
the customer and external agent interaction can continue.
Related links
External transfer from a conference on page 514
The following steps explain how an agent can transfer a call from a conference in POM:
1. POM instructs MPP2 to launch a nailing call to an agent.
2. MPP2 sends an INVITE message to the agent on Avaya Aura® Communication Manager/
Avaya Aura® Call Center Elite via System Manager. On completion of the INVITE
transaction, the agent call gets anchored on MPP2.
3. POM instructs MPP1 to start an outreach attempt to the customer.
4. MPP1 sends an INVITE message to the customer which lands on Gateway via System
Manager. Gateway tries to connect to the customer outside the enterprise.
5. On connecting to the customer, the Gateway completes the INVITE transaction and
customer call gets anchored on MPP2.
6. For the agent-customer interaction, MPP2 initiates an INVITE with Replaces transaction for
the customer call leg.
7. This INVITE with Replaces message lands on the Gateway via System Manager. The
Gateway then transfers the customer call leg to MPP2.
8. The agent and customer start interacting as their RTPs are processed by MPP2.
9. When the agent wants to consult an external agent, POM asks MPP2 to call the external
agent.
10. MPP2 starts MusicOnHold application on the customer leg and sends an INVITE message
to the external agent which lands on the Gateway via System Manager. The Gateway tries
to connect to the external agent.
11. On connecting to the external agent, the Gateway completes the INVITE transaction and
the external agent call gets anchored on MPP2.
12. If during consult, the call agent wants to conference customer, then POM instructs MPP2
to stop MusicOnHold application and merge all the three call legs. As a result, they can talk
to each other as their RTP streams are merged/mixed by MPP2.
13. During conference, the agent can transfer the customer to the external agent for which,
POM instructs MPP2 to send REFER message to the external agent. The REFER
message contains the customer call information in its Refer-To header.
14. This REFER lands on the Gateway via System Manager and it replies back with 202
Accepted. The Gateway then drops the customer call leg towards MPP2 by sending a
BYE message.
15. Since the Gateway anchors the customer and the external agent call legs outside the
enterprise, it will merge them together.
16. The Gateway sends NOTIFY messages to MPP2 via System Manager to notify the
successful transfer. MPP2 drops the external agent call leg by sending a BYE message to
the Gateway. As a result, the customer call gets disposed from the POM system, whereas
the customer and the external agent interaction can continue.
Related links
External transfer from a Consult on page 512
C configuration (continued)
data center ....................................................................43
call ..................................................................................... 282 fields ............................................................................. 43
callback manager ...............................................................405 geo-redundancy ............................................................43
call flow configure
Agent Nailup Call ........................................................505 state ............................................................................128
Agent Redial ............................................................... 505 configure recorder ..............................................................106
Customer Call .............................................................504 configuring
Internal conference .....................................................510 default .........................................................................125
Internal consult ........................................................... 508 supervisor ................................................................... 441
Preview .......................................................................505 time zone .................................................................... 126
Progressive campaign ................................................ 506 configuring, zone failover .....................................................62
transfer ............................................................... 508, 510 contact data source ........................................................... 215
campaign ........................................................................... 332 contact filtering criteria .......................................................366
Campaign contact list
Associate rules ........................................................... 360 add contact ................................................................. 205
campaign attribute ............................................................. 390 delete contact ............................................................. 205
deleting ....................................................................... 390 contact list association .......................................................233
Campaign detail view .........................................................458 contact list details ...............................................................211
campaign finish criteria ...................................................... 382 contact record assignment .................................................362
Campaign finish criteria ..................................................... 370 context store ........................................................................ 79
Campaign manager context store server ............................................................. 80
rule ..............................................................................360 create campaign ................................................................ 358
zone ............................................................................360 create campaigns .............................................................. 360
Campaign Manager create campaign strategy .................................................. 321
associate rules ............................................................358 Create POM skills ................................................................ 71
campaign restrictions page ................................................391 create schedule ................................................................. 242
campaign rules .................................................................. 358 creating .............................................................................. 332
campaign strategy ..................................................... 335, 336 creating agent scripts .........................................................425
multiple addresses retry ............................................. 335 Creating a skill based campaign strategy .......................... 328
multiple channel selector ............................................ 336 Creating preview campaign strategy ................................. 333
campaign strategy edit .......................................................337 Creating progressive campaign strategy ........................... 334
campaign strategy editor ................................................... 278 Creating skill-based email campaign strategy ................... 330
campaign strategy from a system template ....................... 322 Creating skill-based SMS campaign strategy .................... 329
campaign strategy from draft ............................................. 322 creating time-based email campaign ................................. 327
campaign strategy from scratch .........................................322 cruise control ..................................................................... 331
campaign strategy save as ................................................ 278 cruise control pacing ..........................................................348
campaign summary ........................................................... 374 CTI details ............................................................................70
Campaign summary view .................................................. 485 CTI setup details ..................................................................66
CAV ....................................................................84, 85, 87, 88 custom ............................................................................... 309
change filter criteria ........................................................... 480 Custom
change sort criteria ............................................................ 480 custom mail node ....................................................... 319
CMS setup details ................................................................66 custom SMS node ...................................................... 320
completion code association ..............................................369 mail action .................................................................. 319
completion codes ...............................................................266 SMS action ................................................................. 320
completion codes, custom email ......................................................................319
multiple completion codes .......................................... 270 custom Email application ................................................... 355
compliance custom node ...................................................................... 319
OFCOM ...................................................................... 443 custom SMS application .................................................... 353
condition ............................................................................ 302
configurable application variables
AvayaPOMAgent .......................................................... 84
D
AvayaPOMAnnouncement ........................................... 85 data center ...........................................................................44
AvayaPOMEmail ...........................................................87 Data import view ................................................................ 466
AvayaPOMNotifier ........................................................ 88 Data source summary information .............................216, 222
AvayaPOMSMS ............................................................88 default guard time .............................................................. 130
configuration .............................................. 125, 126, 131, 132 delete
L
O
legal ................................................................................... 443
licensing POM ......................................................................40 Oceana server ..................................................................... 76
logical .................................................................................409 Oceana server field descriptions ......................................... 76
looping ............................................................................... 313 organization ....................................................................... 436
override ..............................................................................299
overview
M attributes .....................................................................142
callback manager ....................................................... 405
Mail .................................................................................... 316
campaign attributes .................................................... 388
manage
campaign pacing ........................................................ 339
agent groups ...............................................................437
campaign restrictions ..................................................391
assigning
campaigns .................................................................. 349
agents ..................................................................437
campaign strategies ................................................... 274
manage address book ....................................................... 414
CC Elite configurations ................................................. 66
Manage address book customer record list .......................415
completion codes ........................................................253
manage agent address book entry
contact lists .................................................................196
edit contact ................................................................. 418
data center configuration .............................................. 43
multiple contacts .........................................................417
DNC lists .....................................................................236
new contact ................................................................ 417
global configurations .....................................................89
manage agent attributes .................................................... 429
licensing ........................................................................40
add new agent attribute .............................................. 429
Oceana configuration ................................................... 76
editing an agent attribute ............................................ 430
phone formats .............................................................108
manage agent scripts ........................................................ 421
POM Home ...................................................................20
manage campaign attribute
POM monitor .............................................................. 449
U
upload contacts ..................................................................206
uploading
data from a file ............................................................209
url .......................................................................................310
user preferences ................................................................469
V
voice server ......................................................................... 55
W
Warranty .............................................................................. 16
Z
zone filter ........................................................................... 203
zone settings on POM monitor .......................................... 485