Configuring Phone

Objective

After completing this lesson, you will be able to configure the Agent Desktop with CTI in SAP Service Cloud Version 2.

Computer Telephony Integration (CTI)

Communication Channel Configuration - CTI (Phone)

CTI - Phone

In SAP Service Cloud Version 2, computer telephony integration or CTI, involves connecting a CTI provider with the Agent Desktop to manage phone calls. This is the second part of a two-part communication channel configuration:

  • Email channel.
  • Phone with CTI*.

Note

* Valid license with a third-party CTI provider is needed.

In this lesson, we will focus on phone communication and by the end of this lesson you will be able to configure the Agent Desktop with CTI in SAP Service Cloud Version 2.

A provider of CTI is a company providing phone services and their integration with your computer system. So, connecting your SAP Service Cloud Version 2 system with CTI involves first purchasing a license with an appropriate provider.

Agent Desktop with CTI from a third-party vendor enables you to use these channels:

  • Phone.
  • Chat.
  • Messaging.
  • SMS.
  • WhatsApp.
  • Facebook.

CTI Widget for Agent Desktop to CTI Configuration

Agent desktop interface with numbering. 1.ANI number recognition, 2. Interaction log, 3. Click to call, 4. Chat, Inbound direction.

As SAP Service Cloud Version 2 does not have native CTI, a CTI widget adapter is used to configure the Agent Desktop with CTI. This involves the CTI widget adapter connecting the CTI provider that your organization has already purchased a license for with the Agent Desktop. While CTI providers will vary, the essential functionality enabled in the Agent Desktop via the CTI connection is the same and comprises:

  1. Customer information panel: ANI number recognition of current customers and contact.
  2. Interaction Log: System will create Phone interaction record for every inbound/outbound call.
  3. Call: Click to call (outbound).
  4. Chat: Chat / Messaging.
  5. Inbound: Inbound phone call and related controls - Accept, Reject, End, or Transfer.

The ANI number recognition of the customer and contact is done using the phone event and attached data captured through interactive voice response (IVR) by the CTI and passed through to the Agent Desktop. If the caller is not already a known customer, then the Agent Desktop allows the creation of a new customer or Case.

Once connected, the Agent Desktop provides the agent with the necessary capabilities to interact with customers via both phone call or message (chat, Facebook, Twitter, WhatsApp - these are all options that could be enabled in the system).

Note

To receive a phone call, the agent has to make themself available by logging on to the CTI widget adapter and then being ready to accept incoming phone calls.

Note

The Agent Desktop is the replacement of what was called Live Activity Center in the previous version of SAP Service Cloud.

Configuring the Agent Desktop with CTI in SAP Service Cloud Version 2

In this video, we will demonstrate how to configure the Agent Desktop with CTI in SAP Service Cloud Version 2.

Video Summary

  1. Go to User Menu > Settings, then search for and select Live Interaction Widget under the CTI provider.
  2. Enter the CTI provider's details (name, ID, URL), create a new phone channel, fill in type and customer IDs, select Phone, and activate the channel.
  3. Save the settings, close the widget, and verify that all items are enabled in General Settings for the agent desktop.

Lesson Summary

In SAP Service Cloud Version 2, configuring the Agent Desktop with a CTI provider allows for efficient phone call and messaging management. This process involves integrating a third-party CTI provider via a CTI widget adapter by entering the CTI details, creating a new phone channel, and validating the setup. Successfully completing this configuration enhances the service organization’s ability to handle diverse communication channels, including phone, chat, and social media.

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