<p> Dial a recently dialed number Disconnect a call Either the Interaction Voicemail Player or your Create workspaces and add views selected media player plays back your message, Do one of the following:  To disconnect a call with your handset, just depending on your choice in the Voicemail Player You can create custom workspaces to contain  Click the arrow at the end of the Enter a hang up the telephone. Options dialog box. Name or number to dial drop-down list.  To use Interaction Desktop to disconnect a different views. These views can relate to one Pick up a call in voicemail specific task such as managing calls or emails. If Then click any number in this list of recently call, select the call and click the Disconnect you no longer need a custom workspace, you can dialed numbers. button or right-click the call and choose You can answer a call while the caller is recording a delete it.  In the Call History view, double-click a Disconnect. voicemail message by selecting the call in a queue view and clicking Pickup. Or you can right-click the Create a custom workspace selected number. Or right-click a number and then click Dial. Transfer and park calls call and choose Pickup. 1. Do one of the following.  Click the down arrow to the right of the New Dial a number inside the organization Conference calls button and select Workspace. In the Company Directory, do one of the  Select Workspaces > Create Workspace. following: 2. In the Create New Workspace dialog, type a  Double-click a name in the directory list. Name and Description, and then select an  Click any phone number link and then click Icon for the workspace. Yes at the Dial prompt. 3. Click OK.  Right-click a name and click one of the Add views displayed “Dial…” entries. You can add views like My Interactions or the Answer a call Create a conference call Company Directory to custom workspaces. You  If you are not connected to another call, Transfer a call to another person can add the same view to multiple workspaces. pick up your telephone handset. 1. Inform the caller of the transfer and on 1. Dial the number of a participant in the conference call, and then click the Hold button 4. Open the workspace to which you want to add a  If you are connected to another call, click the Queue Control toolbar click the to put the call on hold. new view and do one of the following: the Pickup button. Interaction Desktop Transfer button. The Transfer dialog box  Click File > New > View. holds the first call. opens. 2. Repeat step 1 for each participant.  Click the down arrow to the right of the New Hold a call 2. In Transfer To, type all or part of the 3. Select one of the calls you want to button and select View. recipient’s name or number. In the drop- conference and while holding down the mouse  Select the call you want to hold, then click  Press the shortcut keys Ctrl+Shift+N. down list, select the appropriate contact button, drag that call to another call in My Hold, or right-click it and choose Hold. 5. In the Create New View dialog box, locate name and associated extension or phone Interactions and release. You see a new and select the view you want to add to the  To reconnect to the call, click Hold again. number or select “Dial [your entry] as Conference interaction. workspace and click OK.  To suppress hold music for the caller, click Digits” to convert a text entry into Conference call tips Mute before or after clicking Hold. numbers.  To add parties to a conference call, drag a Manage phone calls Forward your calls 3. Click the Transfer button or choose from connected call and drop it on the Conference the following transfer options: Using the toolbar 1. From the My Status drop-down list, select interaction. Available, Forward.  Park: Holds a call in the recipient’s My  To join a conference call, select the call or Interactions queue. 2. Click the Set status details button to the conference call you want to join and click the  Voicemail: Directs the call to a right of the My Status list. The Set Status Join button. To manage your interactions, use the toolbar recipient’s voicemail. pop-up appears.  To disconnect someone from a conference call, buttons on a queue view such as My Interactions.  Consult: Opens the Consult Call dialog from the list of joined calls in the conference, Many of these actions are also available by right- box. There you can select the Consult choose a participant and click the Disconnect clicking an interaction. button to speak to the transfer recipient button or right-click and choose Disconnect. Make a new call while your caller stays on hold. Or select the Caller button to speak to the caller Type a number in the Enter a Name or number Manage Personal Prompts to dial drop-down list and press Enter or select a without exiting the transfer operation. If number from the list. the recipient answers the phone and 3. In Forward to, type the remote phone agrees to the transfer, select the Record your personal prompts number for forwarded calls. Transfer Now button. 1. Open the Options menu, click 4. To save your status details, click outside the Configuration, expand the Calls node, and pop-up. Manage voicemail then click Personal Prompts. 2. In the Personal Prompts page, click the Listen to your voicemail button of the prompt you want to record. In your email inbox, open the email with the Interaction Desktop calls your station. attached voicemail. Set another person’s status More Keyboard Tips Note: You need the Change Status Users The Winkey is the Windows logo key typically Access Control right for a specific user to be located between the Ctrl and Alt keys. able to change that user’s status.  To place Interaction Desktop on top of any 1. Right-click the user’s name in the other running Windows applications, in Company Directory or other directory view. Windows 8, press WinKey+N. In previous 2. Select Change User’s Status from the Windows versions, press WinKey+C. If an menu that appears. The Set Status dialog interaction is in your queue, the focus is on box appears. My Interactions. 3. Select a status from the drop-down list  To expand Interaction Desktop to full-screen 3. Pick up the call and record the prompt, then and enter other applicable status mode, press Winkey+up arrow. To restore press 1 to end the recording. information. it to its previous size, press Winkey+down Tip: If you selected SIP Soft Phone as 4. Click OK. arrow. Station Type when you logged on, select the Press 1 button on the Personal Prompts Advanced user tips and shortcuts More about Interaction Desktop properties pane to end the recording. 4. To review a recorded prompt, click the Interaction Desktop contains shortcuts for Help Preview button. frequently performed tasks.  To learn about views and workspaces, click 5. To return a prompt to a generic recording, Note: These shortcuts work only if you select Help > Getting Started. click the Reset button. an interaction or view before you use a  To learn more about managing interactions, shortcut. A view must have focus before you 6. Click Apply to save your changes. click Help > Interaction Client. use the shortcut keys. A tab with its name in Online tutorial Manage status bold type indicates the view with focus. For shortcuts to work properly, hold down the Check with your CIC administrator about the availability of an online tutorial that shows you Set your status Ctrl or Alt key while pressing and releasing the second and then, if needed, the third key. how to use Interaction Desktop. Do one of the following: Interaction functions  Select a status from the My Status drop-down My contact information list. Shortcut Function Shortcut Function  In the notification area of your taskbar (at the Ctrl+B Callback Ctrl+D Disconnect Corporate phone number: ______lower right side of your main window), right- Ctrl+P Pickup Ctrl+J Join click your status icon and select a status. Ctrl+H Hold Ctrl+L Listen In My direct number: ______Ctrl+U Mute Ctrl+R Record  Click a Fast Status button. Ctrl+T Transfer Ctrl+E Pause My extension: ______Ctrl+K Park Orbit Ctrl+I Private My password: ______Ctrl+M Voicemail Ctrl+N Assistance Ctrl+Shift +P Properties My email address: ______Ctrl+Shift +R Remove from Queue Other: ______Add or remove Fast Status buttons Menu shortcuts Copyright 1997–2015 1. In the My Status drop-down list, point to, but Shortcut Function Interactive Intelligence, Inc. do not click, a status. Alt+F+O Log off Alt+F+S Change Station 7601 Interactive Way 2. Do one of the following: Alt+F+C Close (hide) Interaction Desktop Indianapolis, IN 46278  To add a Fast Status button, click a gray Alt+F+X Exit Telephone/Fax: (317) 872-3000 star. Ctrl+Shift+N Create a new View www.ININ.com  To remove a Fast Status button, click a Alt+R+C Create a new Workspace DC-012-4.0-QRID1 yellow star. Alt+O+C Configuration Revised May 6, 2015 Applies to CIC 2015 R4 or later</p>