Manage Callbacks

Updated in 8.5.207

The Callback UI displays the list of Callbacks that are still alive. After the Callback due date (which is the _desired_time parameter), the service record will appear in the UI for the amount of time configured in the _ttl parameter (in seconds).

Callback records can have the following states:

• SCHEDULED - Request is handled by Callback Management service (there are no sessions started in ORS). While in this state, the request will be handled by Management when the specified desired_time is upcoming.
• QUEUED - Callbacks actively waiting for an agent in ORS/URS; the agent not assigned yet.
• ROUTING - Agent is reserved but the call is not yet routed to the agent.
• PROCESSING - Callback being handled by assigned agents.
• COMPLETED - Callback was completed with _callback_reason, for example, timed-out, cancelled, and so on.
• PAUSED - Callback was paused. See Pausing Callback for details.

Important

You must have the appropriate Supervisor role in order to use the Callback UI.

Callback UI Overview

The following features are available:

• The drop-down at the top left gives you the option to display Callbacks using a pre-defined range for the past day, week, or month; or for the next day, week, or month.
• Refresh – You can force the interface to refresh the list of Callbacks.
• Search Box – You can select a column field in the drop-down at the right of the Search Box. Then, the interface filters the results dynamically as you type.

Limitations of the Interface

• The total number of callbacks that the table can display is 100000.
• Callbacks are displayed in pages of 100 items for Internet Explorer and 250 for other browsers.
• There is a dropdown which you can select to get pre-defined ranges or set a custom range.

Advanced Options - Opens a new window where you can customize how the Callback Management table displays:

• Add Column Field - You can add your own custom column field to display in the table. This option can be useful when you have created your own properties that you want to display in the table. You can add more than one field, which will display in the same column. In this case, to enhance readability in the single column, you can use the Alias option, and create a short name to display.

  To enable new Column Fields, configure disable-additional-columns-from-callbacks = true in your GMS application.

• Filter Table by States and Service - You can include one or more states to display in the table, and/or you can select a service to display in the table. Note: You can only select one service at a time to display.
• Max # of Callbacks per Service - Default is 500.

Filtering Callbacks by User

Introduced in 8.5.207

If you configure a list of services in the services option, in the gms section of the Agent's configuration options, the Callback UI filters the callbacks that the administrator can see based on this configured list. See also Adding your Service to Virtual Service Groups.

Create or Schedule a Callback

You can submit or schedule a callback request by clicking Create Callback. A new dialog opens and you can add a new Callback to be displayed. You can select the Callback Type and Service Name, add your own properties to the Callback, and enter the following Callback Parameters:

• _customer_number - Your Callback number.
• _urs_virtual_queue - Queue to use for this Callback if several virtual queues are used for Callback with identical configuration. If you are defining the _urs_virtual_queue here, you must then remove this option from the Callback Service (through Genesys Administrator), because it cannot be defined in both places.
• _request_queue_time_stat - Queue statistics. For example, "ExpectedWaitTime;Queue;8999@SIP_Server;Environment".

Important

Make sure to set _wait_for_user_confirm to false in the selected service.

Edit a Callback

In the Callback table, for Callbacks that can be edited, a blue pencil displays in the last column. Clicking this pencil displays the edit options for that Callback.

• You can choose to reschedule the Callback (only for SCHEDULED Callbacks).
• You can choose to cancel the Callback.

Reschedule a Completed Callback

Introduced in 8.5.200

In the Callback table, you can reschedule completed Callbacks that show a blue repeat icon in the last column. Clicking this icon displays the Reschedule options for that Callback.

• The properties and user data of the completed callback are merged with the parameters of the newly scheduled callback.
• You can choose to cancel the operation.

Get Additional Details about the Queued State

You can expand the QUEUED state to get ORS-level diagnostics about the queued Callback.

The following information can be displayed:

• Estimated wait time: The estimated time that the customer will wait for the callback. For example: 46.5 seconds
• Position in queue: The callback's current position in the queue. For example: 3
• Agents Logged in: The number of agents that have logged in. For example: 3
• Callback type: The type of callback. For example: WAIT_FOR_AGENT
• Callback version: The version of the ORS Callback strategy. For example: v2.39
• Channel: The callback channel. For example: WEB
• Dial attempt number: The number of dials that the agent has attempted. For example: 2
• Dial Result: The result of the callback dial. For example: PUSH_DELIVERY_NOT_CONFIRMED
• EWT at first outbound call: The estimated wait time when the first outbound call happened. For example: 22.5
• EWT at callback offer: The estimated wait time when the callback is offered. For example: 0
• Is snoozed: Shows whether the callback is snoozed or not. For example: false
• ORS session ID: ORS session ID of the callback. For example: 00NEEH6C74C6NAC01G015B5AES000005
• Position at first outbound call: The callback's position in the queue when the first outbound call happened. For example: 3
• Position at callback offer: The callback's position in the queue when the callback is offered. For example: 3
• Current priority: The callback's priority. For example: 0
• Routing target: The callback's target or skill expression. For example: GMSCallbackAgents@stat.GA
• Time of first outbound call: The time when the first outbound call happened. For example: 1/3/2017 11:26:21
• Time callback was accepted: The time when the callback is accepted. For example: 1/3/2017 11:26:02
• Time of next outbound call: The time when the next outbound call happened. For example: 1/3/2017 11:27:24

Bulk Cancel and Export of Callback Records

Added in: 8.5.110

Important

First enable this feature in your GMS configuration by creating a features section in your GMS application, then by setting disable-bulk-cancel-and-export-callback to false.

Bulk Cancel

Make sure to select an appropriate Time Range to filter callbacks, then make a callback selection to activate the Cancel Callbacks button. When you click this button, the Cancel Callbacks Confirmation dialog opens, displaying the selected callback cancellations.

You can either:

• Continue with the selections you have made and click confirm to cancel them.
• Check Cancel All Callbacks In Current Time Range, to override your previous callback selections and delete all callbacks in the current time range. In that case, the list of displayed callbacks disappears from the dialog window. Confirm to cancel the records.

The resulting display shows all the callbacks that you have selected to cancel and that are now in COMPLETED(CANCELLED_BY_ADMIN) state.

Download the Reports

Then, Download Reports dialog can provide two files:

• Export Cancelled Callbacks allows you to export a CSV file that includes all of the recently canceled Callbacks. Click the Refresh button beside the label to get an updated report if the one downloaded seems out of date.
• Cancellation Summary Report is available only if you recently canceled some callbacks. This report shows the cancellation status of the recently Cancelled Callbacks.

Configure Custom Date Range in Advanced Options

As detailed previously, the Custom Date Range selection in the drop-down list enables you to specify a start time and end time for the displayed callbacks. If you are often using the same date filters, consider saving these filters in advanced options.

1. In the Callback Panel, click Advanced Options, then Add Custom Date Range.
2. Add your date filters with appropriate names.
3. Once saved, they will appear at the bottom of the drop-down list.

Configure Aliases to Display Custom Fields

Introduced in: 8.5.111

You can configure aliases for additional Column Names that display the custom fields passed in your Callback queries parameters. To do so:

1. Make sure that disable-additional-columns-from-callbacks is false in your GMS configuration.
2. Allow the list of the parameters that you wish to see displayed by using the filter-keys and returned-keys options.
3. Create a list of aliases for the parameters that you wish to see displayed by using the callback_column_alias option.

For example, if you pass the _LOB parameter in your callback queries, enable its alias as follow in the callback section:

filter-keys=_callback_state,_callback_reason,_request_queue_time_stat,
_request_ewt_service,_vq,_LOB

returned-keys=_desired_time,_callback_state,_callback_state,_callback_reason,
_ors_session_id,_LOB

callback_column_alias = {"_LOB": "Line Of Business"}

Then, the Callback UI will display the _LOB values in the Line Of Business column.

If you wish to display multiple custom values, the UI will group them in the Custom Fields column. For example, if you wish to display the values for the _LOB and _service_type query parameters, configure the alias as follow:

filter-keys=_callback_state,_callback_reason,_request_queue_time_stat,
_request_ewt_service,_vq,_LOB,_service_type

returned-keys=_desired_time,_callback_state,_callback_state,_callback_reason,
_ors_session_id,_LOB,_service_type

callback_column_alias = {"_LOB": "Line Of Business", "_service_type": "Service Type"}

Then, the Callback UI will display the _LOB and _service_type values in the Custom Field column. The aliases will identify each custom field.

Note that you can also use the aliases to search and filter the list of displayed Callbacks.

Tip

Keys for Custom Fields do not need to start with underscores: you can use _LOB or LOB for the name of your Custom Field.