Getting Started With Connect Counter
The following section describes how to get started using Connect Counter.
Prerequisites:
• While installing Orchestra, select the Connect Counter application in the installation wizard. For more information, see the Installation chapter of the Reference Manual, found on Qmatic World.
• If you want to translate Connect Counter, use the connectCounterMessages.properties file. For more information, see the Localisation chapter of the Reference Manual, found on Qmatic World.
• If you are using a distributed setup, make sure that you have a good and stable connection to Orchestra central.
After installation, follow these steps:
Unit Types
1. In the System Administration application, add the wanted Connect Counter Unit Type(s), depending on what kind of display(s) you want to use in connection with your Connect Counter. Also, add the Mobile Connect Unit Type, if you want to use iOS notifications.
2. When you have added the Unit Type(s), check their configuration. For example, here on Global level, you can enter a hex color code for a Highlight color, if you want to brand your Connect Counter app. For more information about the Unit Types, please see the Standard Unit Types Guide, found on Qmatic World.
3. In the Business Configuration application, add the wanted Connect Counter Unit Type(s) to your Equipment Profile.
4. Configure the Unit Types, in your Equipment Profile. On this level, there are quite a few settings that can be configured. For example, you can enable Delivered Services, Outcomes, and Net Promoter Score (NPS), if you use them in your system. You can select the wanted Quick Buttons, decide whether or not it should be possible to transfer to User and Service Point Pools, if the called number should be displayed in full screen automatically, and so on. If you will be using Flic or the Widget for Connect Counter, this is where you select the default Service for Walk Direct. When done, make sure that you Save your Equipment Profile.
For more information about the Unit Types, please see the Standard Unit Types Guide, found on Qmatic World.
5. Next, configure the Unit Type(s) for each of your Branch(es). On Branch level, you for example decide if the Queues view, Waiting summary view, Transfer Button and Note View should be available. Make sure that you Save and Publish each Branch when done!
For more information about the Unit Types, please see the Standard Unit Types Guide, found on Qmatic World. Users and Roles
6. In the User Management application, select the ConnectCounter Role for the User(s) that will be using Connect Counter.
Now you are ready to start using Connect Counter. For more information, please see the User’s Guide, found on Qmatic World.