Difference between revisions of "PEC-AD/Current/Agent/ADemail"

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* Some Workspace Agent Desktop features are available only for PureEngage Cloud users.
 
* Some Workspace Agent Desktop features are available only for PureEngage Cloud users.
 
* Some Workspace Agent Desktop features are available only for PureEngage On-Premises users.
 
* Some Workspace Agent Desktop features are available only for PureEngage On-Premises users.
 
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Sometimes Workspace is unable to assign a call to a contact or it assigns the call to the wrong contact. Your account might be set up to let you {{Link-SomewhereInThisManual|topic=ADcontacts|anchor=AssignContact|display text=assign}} or {{Link-SomewhereInThisManual|topic=ADcontacts|anchor=ChangeContact|display text=change}} a contact in the '''Contact''' tab.
 
Sometimes Workspace is unable to assign a call to a contact or it assigns the call to the wrong contact. Your account might be set up to let you {{Link-SomewhereInThisManual|topic=ADcontacts|anchor=AssignContact|display text=assign}} or {{Link-SomewhereInThisManual|topic=ADcontacts|anchor=ChangeContact|display text=change}} a contact in the '''Contact''' tab.
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|image=GAPI_900_Email_Collapse_Expand_Chevron.gif
 
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|structuredtext=Use the little chevrons (up/down arrows) to expand or collapse different parts of the interaction view to give yourself more room to work or to enable you to focus on just one pane.
 
|structuredtext=Use the little chevrons (up/down arrows) to expand or collapse different parts of the interaction view to give yourself more room to work or to enable you to focus on just one pane.
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If you want to perform a warm transfer or a two-step transfer, click Consult to talk to the consultation target and then click Transfer to transfer the call.
 
If you want to perform a warm transfer or a two-step transfer, click Consult to talk to the consultation target and then click Transfer to transfer the call.
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If you are not yet ready to send it, you can save it [[File:GAPI_900_Email_SaveToWorkbin_Icon.png|link=]] as a draft in your {{Link-SomewhereInThisManual|topic=ADMyWorkbins|anchor=top|display text=workbin}}, or delete it.
 
If you are not yet ready to send it, you can save it [[File:GAPI_900_Email_SaveToWorkbin_Icon.png|link=]] as a draft in your {{Link-SomewhereInThisManual|topic=ADMyWorkbins|anchor=top|display text=workbin}}, or delete it.
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You can delete an embedded image by pressing the '''delete''' or '''backspace''' keys.
 
You can delete an embedded image by pressing the '''delete''' or '''backspace''' keys.
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To access the Interim Send feature, click the down arrow next to the '''Send''' button [[File:GAPI_900_Email_Send_Interim_Send_Button.png|link=]], then select '''Interim Send''' from the drop-down menu. The inbound email is retrieved from your In-Progress workbin and reopens on your desktop. It is not marked as Done.
 
To access the Interim Send feature, click the down arrow next to the '''Send''' button [[File:GAPI_900_Email_Send_Interim_Send_Button.png|link=]], then select '''Interim Send''' from the drop-down menu. The inbound email is retrieved from your In-Progress workbin and reopens on your desktop. It is not marked as Done.
 
|structuredtextwide={{#widget:Vimeo|id=333840528|width=572|height=392}}
 
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You can use the Contact History view (refer to {{Link-SomewhereInThisVersion|manual=Agent|topic=ADhist|display text=Interaction history views}}) to resend a previously sent outbound email to the original contact to follow-up with the contact about the interaction. The status of the outbound interaction must be '''Done'''. You can edit the contents of the email interaction before you send it.
 
You can use the Contact History view (refer to {{Link-SomewhereInThisVersion|manual=Agent|topic=ADhist|display text=Interaction history views}}) to resend a previously sent outbound email to the original contact to follow-up with the contact about the interaction. The status of the outbound interaction must be '''Done'''. You can edit the contents of the email interaction before you send it.
|structuredtextwide=Here's how to resend an email (click the video above):<ol><li>Open the '''History''' view. This can be done in the:<ul><li>{{Link-SomewhereInThisManual|topic=ADhist|anchor=MyHistory|display text=My History}} view.</li><li>{{Link-SomewhereInThisManual|topic=ADhist|anchor=ContactHistory|display text=Contact History}} view.</li><li>{{Link-SomewhereInThisManual|topic=ADhist|anchor=InteractionSearch|display text=Interaction Search}} view.</li></ul></li><li>Find the email interaction that you want to resend and select it.</li><li>Click '''Resend'''. The Email Interaction window is displayed. The message text of the original outbound email interaction and any attachments are copied to the new interaction. The '''To''', '''From''', and '''CC''' fields are copied from the original outbound email interaction.</li><li>Add the new message text (your follow-up message) in the email text field. You can add content to the email in three ways:<ul><li>Enter your text at the insertion point.</li><li>Paste text into the text field from another document.</li><li>Insert a standard response (see Using The Standard Response Library).</li></ul></li><li>When you have completed composing, formatting (optional), and checking the spelling of your email interaction, click '''Send''' to send the email interaction to the recipient(s).</li></ol>
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|structuredtextwide=Here's how to resend an email (click the video above):<ol><li>Open the '''History''' view. This can be done in the:<ul><li>{{Link-SomewhereInThisManual|topic=ADhist|anchor=MyHistory|display text=My History}} view.</li><li>{{Link-SomewhereInThisManual|topic=ADhist|anchor=ContactHistory|display text=Contact History}} view.</li><li>{{Link-SomewhereInThisManual|topic=ADhist|anchor=InteractionSearch|display text=Interaction Search}} view.</li></ul></li><li>Find the email interaction that you want to resend and select it.</li><li>Click '''Resend'''. The Email Interaction window is displayed. The message text of the original outbound email interaction and any attachments are copied to the new interaction. The '''To''', '''From''', and '''CC''' fields are copied from the original outbound email interaction.</li><li>Add the new message text (your follow-up message) in the email text field. You can add content to the email in three ways:<ul><li>Enter your text at the insertion point.</li><li>Paste text into the text field from another document.</li><li>Insert a standard response (see {{Link-SomewhereInThisVersion|manual=Agent|topic=ADResponses|anchor=UsingTheResponsesView|display text=Using the Responses view}}).</li></ul></li><li>When you have completed composing, formatting (optional), and checking the spelling of your email interaction, click '''Send''' to send the email interaction to the recipient(s).</li></ol>
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|sectionHeading=Forwarding an email as an attachment to an external resource
 
|sectionHeading=Forwarding an email as an attachment to an external resource
 
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|structuredtext=To send a copy of an email interaction as an attachment to an external resource (someone in your company directory that is outside of the control of the Genesys environment, that is, someone not available in {{Link-SomewhereInThisManual|topic=ADTeamCommunicator|anchor=top|display text=Team Communicator}} &mdash; for example, your back office).  
 
|structuredtext=To send a copy of an email interaction as an attachment to an external resource (someone in your company directory that is outside of the control of the Genesys environment, that is, someone not available in {{Link-SomewhereInThisManual|topic=ADTeamCommunicator|anchor=top|display text=Team Communicator}} &mdash; for example, your back office).  
  
 
A forwarded inbound email is copied as an attachment to a new email interaction from you. You are still responsible for responding to the original inbound email interaction. You might or might not be required to wait for an answer to this forward, depending upon your corporate policies and processes.
 
A forwarded inbound email is copied as an attachment to a new email interaction from you. You are still responsible for responding to the original inbound email interaction. You might or might not be required to wait for an answer to this forward, depending upon your corporate policies and processes.
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*'''Contact History'''
 
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Follow the steps in the sections above, depending on which way you are forwarding your email.
 
Follow the steps in the sections above, depending on which way you are forwarding your email.
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Clicking the '''Print''' button opens your browser Print window. The email is displayed in the preview area. Use your browser print controls to select a printer and format your print job.
 
Clicking the '''Print''' button opens your browser Print window. The email is displayed in the preview area. Use your browser print controls to select a printer and format your print job.
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(Ask your administrator about the QA review process in your contact center as it might differ from the one described here.)
 
(Ask your administrator about the QA review process in your contact center as it might differ from the one described here.)
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*{{Link-SomewhereInThisManual|topic=ADNav|anchor=tcbar|display text=Team Communicator}}
 
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Revision as of 17:44, June 30, 2020

This topic is part of the manual Agent Desktop Agent's Guide for version Current of Agent Desktop.

Email is a Genesys Digital channel. The email interaction window enables you to view all of the information necessary to handle inbound and outbound email interactions with a contact.

Important
  • Some Workspace Agent Desktop features are available only for PureEngage Cloud users.
  • Some Workspace Agent Desktop features are available only for PureEngage On-Premises users.

How do I handle an inbound email?

Typical actions you can take with an email are:

  • GAPI 900 Email Reply Icon.png to reply to the email, using your own message or a standard response.
  • GAPI 900 Email Reply All Icon.png to reply all.
  • GAPI 900 Email Transfer Icon.png to transfer the email to another agent.
  • GAPI 900 Email SaveToWorkbin Icon.png to save it in your workbin.
  • GAPI 900 Email Forward As An Attachment.png forward to an external resource.
  • GAPI 900 Email Interaction View Print Button.png to print the email.
  • View the associated case data.
  • Add a note or disposition code.
  • Mark it as done.

Watch the video to see what happens when an email arrives at a workstation.

Sometimes Workspace is unable to assign a call to a contact or it assigns the call to the wrong contact. Your account might be set up to let you assign or change a contact in the Contact tab.

How do I expand or collapse panes to avoid scrolling?

1

Use the little chevrons (up/down arrows) to expand or collapse different parts of the interaction view to give yourself more room to work or to enable you to focus on just one pane.

How can I get help with an email?

1

  • Check the case data at the top of the email for information that might help you.
  • Call the contact. Click the Party Action menu to see if their number is available.
  • GAPI 900 Consultation Icon.png to start a consultation with a team member.
If you want to perform a warm transfer or a two-step transfer, click Consult to talk to the consultation target and then click Transfer to transfer the call.

How do I compose and send an email?

1

There are four ways to compose and send an email in Workspace:

  • Reply to an active interaction.
  • Find a contact (using your internal team or contacts directory) and select the email option from their contact details.
  • During a call, click the Party Action menu and select Email.
  • During a chat, click an email address in the chat transcript.

While the outbound email window is open, you can compose a message, and as needed, add:

  • A note
  • A disposition
  • GAPI 900 Email Attach File.png attachments (your account might be restricted to attachments below a certain size, both per file and total size of all attachments and also to only certain file types)
  • Recipients using To, Cc, and Bcc

Then send GAPI 900 Email Send Button.png the email.

Use the From drop-down to choose a different 'from' email address. Your administrator sets the default 'from' address and the other addresses from which you are allowed to send an email.

If you are not yet ready to send it, you can save it GAPI 900 Email SaveToWorkbin Icon.png as a draft in your workbin, or delete it.

How do I embed an image in an email?

1

You might be allowed to insert embedded images (pictures) into email interactions by clicking Insert Image (GAPI 900 Insert Image Button.png) or by dragging and dropping an image from a folder or other document into the body of the email interaction.

After you have inserted an image, you can resize it by dragging on the corners or edges. Dragging on the corners maintains the relative width and height of the image. Dragging on the edges distorts the image. If you make an image larger, the quality of the image will degrade.

You might also be able to insert a Standard Response that contains an image.

You can delete an embedded image by pressing the delete or backspace keys.

How do I reply multiple times to the same email?

1

Sometimes you are required to reply to an inbound email more than once. For example, you might send an immediate reply acknowledging that you have received the email and will start working on it. Later, when you have the information your contact is requesting, you must reply a second time to the inbound email. If you just reply to the inbound email and then click Send, the inbound email closes and is marked as Done. To keep the inbound email active use the Interim Send feature.

Interim Send sends your response, closes the outbound Email Interaction view and reopens the inbound email interaction in the same view. You can create a second reply email message, you can transfer the email, or you can consult about the email with another party. If you close the inbound Email Interaction view, you can re-open it from your In-Progress workbin.

To access the Interim Send feature, click the down arrow next to the Send button GAPI 900 Email Send Interim Send Button.png, then select Interim Send from the drop-down menu. The inbound email is retrieved from your In-Progress workbin and reopens on your desktop. It is not marked as Done.

How do I resend an email?

1

If you select an outbound email interaction in the Contact History view that is in the Done state, the Resend button (GAPI 900 Resend Email Button.png) is displayed if your account is set up to let you resend outbound emails that have already been sent.

Click Resend to open the previous outbound email interaction in a new outbound Email Interaction window. The contents of the previous email interaction are copied into the body of your new email interaction, and the recipients are copied into the recipient list of the outbound Email Interaction window.

You can use the Contact History view (refer to Interaction history views) to resend a previously sent outbound email to the original contact to follow-up with the contact about the interaction. The status of the outbound interaction must be Done. You can edit the contents of the email interaction before you send it.
Here's how to resend an email (click the video above):
  1. Open the History view. This can be done in the:
  2. Find the email interaction that you want to resend and select it.
  3. Click Resend. The Email Interaction window is displayed. The message text of the original outbound email interaction and any attachments are copied to the new interaction. The To, From, and CC fields are copied from the original outbound email interaction.
  4. Add the new message text (your follow-up message) in the email text field. You can add content to the email in three ways:
    • Enter your text at the insertion point.
    • Paste text into the text field from another document.
    • Insert a standard response (see Using the Responses view).
  5. When you have completed composing, formatting (optional), and checking the spelling of your email interaction, click Send to send the email interaction to the recipient(s).

Forwarding an email as an attachment to an external resource

To send a copy of an email interaction as an attachment to an external resource (someone in your company directory that is outside of the control of the Genesys environment, that is, someone not available in Team Communicator — for example, your back office).

A forwarded inbound email is copied as an attachment to a new email interaction from you. You are still responsible for responding to the original inbound email interaction. You might or might not be required to wait for an answer to this forward, depending upon your corporate policies and processes.

Forwarding an email inline to an external resource

To send a commented copy of an email interaction to an external resource (someone in your company directory that is outside of the control of the Genesys environment — for example, your back office). This is called inline forwarding. A forwarded inbound email is copied into a new email interaction. The new email has a note with the date and contact name or the header of the email that you are forwarding and below that, the contents of the original email quoted. You are still responsible for responding to the original inbound email interaction. You might or might not be required to wait for an answer to this forward, depending upon your corporate policies and processes.

To forward the email, click Forward (GAPI 900 Email Forward As An Attachment.png) on the active inbound email window toolbar. Usually this feature is available only for current email interactions; however, some contact centers might give you the ability to forward email interactions from the Interaction History that have already been closed.

To add a target to the To address field, do one of two things:

  • Type an email address in the address field. Click Add Email Address to enter the email address of the target in the address field. If your environment is set up to let you add multiple addresses, you can click in the address field and enter additional email addresses.
  • Click the To... button beside the To address field to display the Contact Search view. You can use this view to perform a search of the Contact Directory for targets. The Contact Search view can also be used to add Cc targets (if Cc is available in your environment).

To display the Cc address field, click Add Cc. The Cc address field is displayed below the To address field. You add target email addresses to the Cc field in the same way that you add addresses to the To address field. Click X to remove the Cc address field.

To add a comment, information, or instructions to the forwarded email interaction for the target, enter your message above the original email that you are forwarding.

To send the forwarded inbound email to the targets, click (GAPI 900 Email Send Button.png) Complete Forward.

When you forward an email, it is temporarily stored in your In-Progress workbin until the forward is completed, then it is removed from the workbin.

Forwarding from History

You can inline forward from the Interaction History. In the following windows, select an interaction and click GAPI 900 Forward Selected Interaction Button.png:

  • Interaction History
  • Contact History
  • My History

Forwarding either inline or as an attachment

Some contact centers are set up to enable you to choose whether you want to forward an inbound email in-line or as an attachment. If this feature is enabled for you, the Forward button has a drop down menu that lets you choose how you want to forward an email.

Click Forward to open the menu.

WWE 852 Forward Menu.png

Choose one of the following options:

  • Forward
  • Forward as an Attachment

Follow the steps in the sections above, depending on which way you are forwarding your email.

How do I print an email?

1

If your account is set up for printing, you can print an email from any of the following views:

If you are allowed to print from the Email Interaction view, the print button is available in the toolbar: GAPI 900 Email Interaction View Print Button.png

If you are allowed to print from the history and interactions views, the print button becomes active when you select a single email interaction (printing multiple email interactions at the same time is not possible): GAPI 900 Email History View Print Button.png

Your administrator decides which parts of an email you are allowed to print. One or more parts might be enabled for you: From, To, Cc, Subject, Body, Date, Attachment, Case Data, Note, and/or Disposition.

Clicking the Print button opens your browser Print window. The email is displayed in the preview area. Use your browser print controls to select a printer and format your print job.

How does email quality assurance work?

Wwe email qa.png Workspace lets you and your team lead or supervisor work together to perform a Quality Assurance (QA) review of outbound emails. If your contact center is set up for email QA, any emails that you send are first sent to a reviewer for approval.

Here's an example of how a typical email QA review cycle might work:

  • A customer sends an email to an agent.
  • The agent sends a reply, which is directed to a reviewer.
  • The reviewer either approves the email (sends it to the customer) or rejects it (holds it back for changes). The reviewer might make the updates themselves, or send it back to the agent with notes or instructions. The Case Information for the interaction might also show a Rejected status.
  • After the changes are made, the review process repeats.
(Ask your administrator about the QA review process in your contact center as it might differ from the one described here.)

What next?

Top 5 topics


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