In this article you will learn how to create and manage time and date condition on your tenancy. Time and data conditions allow you to set up how your phone system behaves at set times/dates for example public holidays.
Please follow the below step by step process to successfully create a time and date condition.
Log in to the Agilico Connect Admin Portal (https://customerportal.hp2k.co.uk/). Once you are in, navigate the menu on the left side of the page and select ‘Advanced’ at the bottom. You will then be greeted with a further drop down menu, select ‘Time and Date Conditions’.
In this form you will be able to view all of the time and date conditions configured against your tenancy.
Creating a New Condition
- To add a new condition, click the +Add button.
- You will be greeted with a ‘Condition Details’ page.
- Enter a name for the condition, then select a site from the drop down.
- Press the Save button.
- You will then be greeted with two further sections labelled ‘Rules’ and ‘Holidays’. As well as the default destination option.
- Select a default destination which is used outside of the specified hours in the ‘Rules’ section. Refer to the ‘Routing Options’ section again for all possible selections.
- Press the Save button.
Creating Condition Rules
The rules section is where you will specify the time ranges for opening hours and their destinations. Please follow below to add a new rule.
- To add a new rule, click the +Add button.
- You will be greeted by an ‘Add Condition’ form.
- Enter a ‘Rule Name’ for example Office Hours.
- Set the start and end time range for your time condition. Using the previous example of office hours we would set this to 8:30 AM start time and 5:00 PM end time.
- If you wish for this time condition to be active at all hours, set ‘All Day’ to yes.
- Select which days of the week you wish to apply this time condition to from the drop down menu.
- Enter a destination for call to route to during the specified times given. Refer to the ‘Routing Options’ section again for all possible selections.
Creating Holiday Rules
The holidays section is where you will specify any holidays which need applied to this condition. A holiday entry will take precedence over the normal entry in the rules section. An example of where you would use a holiday entry could be a business training day.
- Firstly you will need to create a Holiday Calendar. Refer to the linked article for detail.
- To add a new holiday rule, click the +Add button.
- From the drop down select the holiday calendar you wish to use.
- Select the edit button to edit the destination during the holiday entry. Refer to the ‘Routing Options’ section again for all possible selections.
Routing Options |
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