Associate phones with agents, recording groups, and recording types

After you sync devices through the Data Server (see Configure the Data Server), use the Device Associations page to associate devices from your ACD with Calabrio ONE users, recording groups, and recording types.

You cannot add new devices on this page. To add new devices, you must sync them through the Data Server.

Prerequisites

  • Devices have been synced through the Data Server.
  • You have the Configure Device Associations permission.
  • You have scope over your entire contact center organization.

Location

Application Management > QM > QM Configuration > Device Associations

Procedures

Search for a device

  • Use the search menu to find devices whose associations you want to configure or edit. You can use the asterisk (*) wildcard in the Filter Match Expression field to represent any number of characters.

Associate an agent with multiple devices

  1. After locating the devices (see Search for a device), select the agent from the Agent drop-down menu for both devices.
  2. Click Save.

Edit device associations in bulk

You can edit the associations of existing devices only. You cannot add new devices via CSV import.

  1. Click the options icon (three dots) and select Export Devices. A CSV file downloads to your device.
  2. Edit the CSV file to associate the devices with users, recording groups, and recording types as desired.

    NOTE   

    To associate a device with an agent, at least one of these fields must be populated:

    • Username
    • DomainName
    • LastName
    • FirstName

    To disassociate a device from an agent, delete the values in all four fields.

  3. Click the options icon and select Import Devices.
  4. Import the CSV file.
  5. Click Save.

The following table describes which fields in the exported CSV file you can and cannot edit in order to associate devices.

Field Editable? Description

DeviceName

N

The name of the device in your call environment.

DeviceType

N

The type of device in your call environment.

Extensions

N

The extension associated with the device in your call environment.

VirtualDeviceName

N

The non-physical device associated with a physical recorded device in your recording environment.

TelephonyGroup

N

The telephony group associated with the device in your call environment.

DisplayID

N

The ID of the device in your call environment.

IsRecordingTones

Y

If TRUE, the device beeps periodically to inform callers that the call is being recorded (not common).

Username

Y

The user name (email address) of the Calabrio ONE user who is associated with the device. This field is required.

DomainName

Y

The Windows login of the user associated with the device. This field is optional.

LastName

Y

The first name of the user associated with the device. This field is optional.

FirstName

Y

The last name of the user associated with the device. This field is optional.

MonitorServer

Y

Not used.

RecordingCluster

Y

The recording group associated with the device. This value is not case-sensitive. The recording group must already exist in Calabrio ONE.

RecordingType

Y

The recording type associated with the device. The following are allowed values for this field:

  • Event Notification
  • Multiple Registration Recording
  • Network Recording
  • None
  • Reconciliation
  • Single Step Conference

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