Wrap-up and call tagging Finesse Gadget

Finesse Gadget for Cisco Unified Contact Center Express (UCCX), Enterprise (UCCE or PCCE)

An agent can search, select and apply wrapups/disposition codes to inbound and outbound calls. The wrap up codes are displayed based on the category/skill (depending on the queue the call was directed to). 

An additional feature compared to the native wrap-up gadget (which appears only once the call ends), this gadget appears as soon as the call is connected to the agent, which allows the agent to assign wrap up reason at any time during the call. It also provides automatic wrapup code selections and a rapid wrapup code search.

Wrapup codes are linked to the customer interaction history of the Customer Interaction Module.

Category-wise Grouping

From the admin application, an admin can create categories and group wrapups in categories. On the Finesse gadget, an agent can then select a category and select multiple wrap-up codes grouped under the selected category.

Multiple Wrapups

EF Wrapup gadget allows an agent to select multiple categories against a single call.

Note: Multiple wrapups will be shown in Expertflow CUIC reports but not in Cisco’s default CUIC wrapup report (which contains only the first wrapup code that was selected). This feature can be disabled from the configuration file.

Multiple Category Selection

An agent can select multiple categories to list down wrap-ups codes from multiple categories. This is mainly useful when an agent wants to attach multiple wrapups from separate categories against a single call.

Automatic Category Selection

If the Category/Skill Name is passed in one of the call variables, the wrap-up gadget looks up the relevant category and automatically selects that category for an agent. For this feature to work, one needs to ensure that:

  • the Skill/CSQ name of the call is being passed in one of the call variables.
  • the Category created in the wrap-up configuration panel has the exact same name.

Search Bar

Search bar saves an agent from scrolling through the wrap-up list to find the relevant wrapup code by allowing an agent to type and search a wrap-up by name. This quick search makes it easy for an agent to select a wrap-up from a lengthy list of wrap-up codes.

Pop-up Wrap-ups on call end

Wrap-up gadget provides a CAD-like pop-up feature which, if enabled, provides a pop-up of Wrap-up gadget at the call end, where an agent must apply wrap-up/disposition code in order for pop-up to be disappeared.

Change Agent State

Wrap-up gadget keeps a check of if the agent has applied the wrap-up during the call or while he was in the after call work state. If no wrap-up has been applied even in wrap-up mode, the wrap-up gadget can automatically force the agent state to Not_Ready. (The gadget sets agent state to Not_Ready two seconds before the wrap-up time ends. The duration - for ex "two seconds" can be edited in the configuration file.

As soon as the agent selects the wrap up for the previous call, the agent state is set to Ready. However, if the agent doesn’t apply wrap-up and manually changes his state to not ready, the wrap-up gadget doesn’t handle this case.

Admin Interface

Wrap up gadget comes with a web-based admin application where the application admin can perform the following functions:

  • Add/Delete/Edit Wrapups
    Administrators can add wrapups via an easy to use interface. Wrapups can also be deleted and edited if required.
  • Add/Delete/Edit Category
    Administrators can add, delete or edit a category as per the contact center requirements.
  • Assign Wrapups to categories
    Administrators can assign wrapups to available categories as per the use case. One wrap-up can be assigned to multiple categories and this wrap-up will be available under both categories in the wrap-up gadget.

Chat and Email Support

Wrapup Gadget allows CC Agents to apply wrapups for chat and email conversations as well. The workflow for chat and email is as follows:

  • The agent selects an Interaction Type (Chat, Email, Voice).
  • The agent selects a category and relevant disposition code/wrapup.
  • Chat/Email session will be automatically selected for a single session.
  • In case of multiple sessions, a drop-down list will be available for an agent with all of his active sessions, and he can select the relevant session before applying the wrap-up.
  • Wrap-up data will be pushed to the database along with the customer information. (Customer needs to specify which variable to be used for customer identification, e.g. email address).
  • If an agent doesn’t select wrap-up during chat/email handling, agent state will be changed to Not-Ready.

Wrapup Gadget Custom CUIC Reports

In addition to Cisco’s default CUIC reports, Expertflow will provide the following additional CUIC report templates designed for the Wrapup gadget.

Detailed Call Report

This report consists of detailed stats for the Wrap Up pushed which is submitted by Agent assigned to a Skill Group. This report provides stats like Agent Name, Skill Group Name, Customer ANI, Wrap Up Name and Call details such as Talk Time, Work Time and Hold Time.

Agent-wise Report

This report provides agent-wise information consisting of the following:

  • Agent Name - Name of the agent
  • Calls Received - Total calls received by the agent
  • Wrap Up Name - Applied wrap-up codes
  • Wrap Up Count - Total number of wrap-up codes applied
Wrap-up Code Wise Report

This is the Wrap Up Code wise consolidated report that comprises:

  • Wrap Up Code Name
  • Wrap Up Code Count - The number of times this wrap-up code was applied

Hardware Requirements

Server Cores2 Cores
RAM4 GB
Hard Disk40 GB

Software Requirements

Operating SystemWindows Server 2008 and above
DatabaseMS SQL Server 2008 or higher

Customer Interaction Management

Schedule, track, score customer interactions and context, linked to your CRM
Campaigns
Multi-channel outbound campaign manager, directly from a CRM
Callback
Callers can request a callback either from a webpage or while waiting in a calling queue
Surveys / Quality Assurance
Quality Assurance and Customer (satisfaction) scores after a call / interaction
Customer Profiles
Add/ edit customer records on-premise. Sync Customer profiles from the corresponding CRMs
Interaction history
Follow a customer's journey across channels (IVR, Voice, Email, Chat, Social, SMS). Do the same per agent and link it to your CRM
Agent Guidance
Scripted call guides and forms for agents
Tagging and Wrap up
Add tags/ labels/ wrap-up reasons to interactions