Time & Date Conditions

Guide to setting up and manage time & date conditions on your tenancy.

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

  1. To add a new condition, click the +Add button.
  2. You will be greeted with a ‘Condition Details’  page.
  3. Enter a name for the condition, then select a site from the drop down. 
  4. Press the Save button.
  5. You will then be greeted with two further sections labelled ‘Rules’  and ‘Holidays’. As well as the default destination option.
  6. 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.
  7. 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.

  1. To add a new rule, click the +Add button.
  2. You will be greeted by an ‘Add Condition’ form.
  3. Enter a ‘Rule Name’  for example Office Hours.
  4. 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.
  5. If you wish for this time condition to be active at all hours, set ‘All Day’ to yes.
  6. Select which days of the week you wish to apply this time condition to from the drop down menu.
  7. 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.

  1. Firstly you will need to create a Holiday Calendar. Refer to the linked article for detail.
  2. To add a new holiday rule, click the +Add button.
  3. From the drop down select the holiday calendar you wish to use.
  4. 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

  • Edit - Displays a pop-up with the following options 
    • Voicemail Mailbox - once selected, a list of all voice mailboxes is presented in a dropdown, enabling you to select the voice mailbox to forward calls to.  
    • Menu - forwards the call to the selected Menu
      • Menus can be configured by going to Menu option on the left-hand pane of the Customer Portal
    • User -  once selected, a list of all users is presented in a dropdown, enabling you to select the user to forward calls to.  
    • Queue - forwards the call to the selected Queue
      • Queues can be configured by going to Queue option on the left-hand pane of the Customer Portal
    • Call Group - forwards the call to the selected Call Group
      • Call Groups can be configured by going to the Call Group option on the left-hand pane of the Customer Portal
    • Menu Application - once selected the Dial by Customer Extension option is presented in the drop-down. This enables the caller to enter an extension number to be routed to.
    • Contact - once selected, a list of all Contacts from the Address Book is presented in a dropdown, enabling you to select a contact to forward calls to.
      • Contacts can be added to the Address Book by clicking on the Contacts option on the left-hand pane of the Customer Portal
    • Time Condition - once selected a dropdown lists the configured Time and Date Conditions such as bank holidays
      • Time Conditions can be added and configured  in the Time and Data Conditions section by clicking on the Advanced > Time and Date Conditions option on the left-hand pane of the Customer Portal
    • Application - Provides three options:
      • Busy Tone - Plays a busy tone to the user
      • Congestion Tone - Plays a congestion tone to the user
      • End Call
  • Engage Tone - Provides the caller an engaged tone. 
  • End Call - Hangs up the call