Service Manager

Working with HEAT Voice

•About HEAT Voice

•About the HEAT Voice Deployment

•The HEAT Voice Toolbar

•Customizing Your HEAT Voice-to-Ivanti Service Manager Integration

•Viewing the Voice Activity Log

•Creating Incidents Using HEAT Voice

•Configuring Communicator

•Configuring HEAT Voice Integration

•Configuring Agent Voice Settings

•Configuring Group Voice

About HEAT Voice

HEAT Voice is the telephony application that integrates automated call routing and management, and CTI to Ivanti applications such as Service Manager. The server components of HEAT Voice are referred to as IP Communications Management (IPCM). IPCM uses the next-generation, standards-based IP communication transport, called Session Initiation Protocol (SIP). Service Manager and HEAT Voice are typically installed and maintained on separate servers.

You can use HEAT Voice to make the Service Desk accessible over the phone to customers and for agent-to-agent phone communication within your organization. Using the integrated Voice toolbar, Service Desk Analysts or agents do not need to leave the Cloud environment to answer calls from customers, transfer calls to other agents, conference in other agents, etc.

If HEAT Voice is configured to automatically create incidents when customers call, the system can also create incidents in Service Manager from the customer phone calls.

From HEAT Voice, the fields that are automatically entered from the phone call can also be configured. The default fields and mapped values might differ in your environment.

Using the IPCM Agent dashboard, Service Desk Managers or users designated as agent supervisors can route calls based on the availability and skills of individual agents, view agent status, assign calls in queue, request call recording, and so on.

Before proceeding with the following tasks, ensure that you have installed and configured HEAT Voice.

About the HEAT Voice Deployment

•Necessary Components for HEAT Voice

•Agent Login Sequence

•Incoming Call Sequence

Necessary Components for HEAT Voice

What you need:

•Your local HEAT Voice server name or IP address.

•A valid user and password into HEAT Voice.

•(Optional) The port configured for HEAT Voice web service, if changed. The default is 2323.

Agent Login Sequence

The following demonstrates what happens when an agent logs in.

HEAT Voice Agent Login Sequence

1.The agent logs into a secure (HTTPS) connection.

2.The system verifies the HEAT Voice server IP address or domain name.

3.The system obtains the session key from the HEAT Voice server IP address or domain name.

4.The system verifies the session key (TCP 5743).

5.The system makes the phone connection (SIP UDP 5060).

6.The system validates the session key (HTTPS).

Incoming Call Sequence

The following shows the sequence of events for incoming calls.

HEAT Voice Incoming Call Sequence

1.The system receives a call (SIP UDP 5060).

2.The IVR searches and updates the record (HTTPS).

3.The call is forwarded to the agent (SIP UDP 5060, RTP UDP, TCP 5743).

4.The record appears to the agent (HTTPS).

The HEAT Voice Toolbar

If HEAT Voice is not open, the system disables the Dial field and button on the toolbar.

To use the Voice toolbar, your employee profile must have the Enable Voice option selected (see Enabling Voice for a User) and the option Is Voice Agent option selected (see Configuring Voice Agent Properties).

If you are using HEAT Voice, you see the following Voice toolbar when you log in:

HEAT Voice Toolbar

The following describes the Voice toolbar parts:

Toolbar Button	Function	Description
	Ready	Update your status to ready, which means that you are ready to accept calls.   NOTE: If this button is disabled, there might be connectivity issues with the HEAT Voice server.
	Not Ready	Updates your status to not ready. Select a reason from the drop-down list.   NOTE: If this button is disabled, there might be connectivity issues with the HEAT Voice server.
	Answer Call	Answers a call.   NOTE: If this button is disabled, there might be connectivity issues with the HEAT Voice server.
	Alternate Call	Switches between calls.
	Hold Call	Puts the current call on hold.
	Retrieve Call	Retrieves a call that is on hold.
	Phone Number and Dial Call	Starts a call. Enter the phone number and click Dial. If you disable this field, the system does not open HEAT Voice.
	Single step transfer	Transfers the active call to another agent in a single step. Enter the phone number and then click Single Step Transfer.
	Single step conference	Creates a conference call with the customer and another agent in a single step. Enter the phone number and then click Single Step Conference.
	Transfer call	Allows you to first talk to another agent and then transfer the call to another agent. Enter the phone number and click Dial. The system puts the original call on hold while the agents talk. To pass the call to the other agent, click Transfer Call.
	Conference	Creates a conference call with the customer and another agent. Enter the phone number and click Dial. The system puts the original call on hold while the agents talk. To add the other agent to the conference call, click Conference.
	Hangup call	Ends the call.
	IPCM Settings	Assigns you to a different extension. The extension you enter must be registered with HEAT Voice. Your browser reloads and the system associates the new extension with your login. The new extension is active until you switch back to the original one.