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Personal Assistant and Mobility

In document CallXpress Features Guide (Page 59-73)

When equipped with ASR resources (speech recognition), CallXpress supports an advanced set of user features called Personal Assistant. This feature set implements a wide range of advanced features including telephony presence and availability control, access to groupware contacts and calendar, advanced call screening options and many more.

Feature Name: CallXpressMobile

Dependencies: Personal Assistant

Feature Description: The CallXpress Mobile application provides a set of leading-edge features for mobile telephone users that are controlled from their mobile devices using native clients. AVST provides clients for both Apple iPhone and Google Android devices. These applications allow users to perform a number of unified communications functions from a familiar device interface that matches the other applications on their device. The applications include:

Single mailbox…Used in conjunction with Personal Assistant, the CX Mobile application allows

a user to route all of their unanswered calls, from any of their telephone numbers, to a single voice mailbox on the CallXpress system.

Single number… Used in conjunction with Personal Assistant, the CX Mobile application allows

a user to publish a single telephone number for outside callers and lets them control how their calls are routed to their various telephone numbers.

Mobile number protection… Used in conjunction with Personal Assistant, the CX Mobile

application allows a user to make outgoing calls from their mobile device that will display the main CallXpress telephone number as the source ANI number to the called party allowing them to control who has access to their mobile device number.

Incoming call control… Used in conjunction with Personal Assistant, the CX Mobile application

allows a user to receive notifications of incoming calls on their mobile device delivered through the mobile device data channel. They can then decide to answer, acknowledge or redirect that call or to send the caller to voicemail.

Outgoing call generation… Used in conjunction with Personal Assistant, the CX Mobile

application allows a user to make outgoing calls from their mobile device that will use

CallXpress to connect the calls. Calls can be made to Contacts, entries in their call log, to return calls from voice messages left on CallXpress or can be dialed manually.

Voice message access… Used in conjunction with a unified messaging license, the CX Mobile

application allows a user to access their voice and fax messages that are stored on CallXpress. They can listen to or view their messages and delete, save, reply and forward their messages.

System call log…. Used in conjunction with Personal Assistant, the CX Mobile application

displays to the user a call log that lists all the calls, both incoming and outgoing, that came through CallXpress. The user can use this list to place callbacks.

Fixed mobile convergence…. Used in conjunction with Personal Assistant, the CX Mobile application allows the user to transfer calls that were made or received through CallXpress to any of their other devices.

Mailbox settings control… Used in conjunction with Personal Assistant, the CX Mobile

application allows a user to maintain many of their mailbox settings from an easy to use mobile client. They can maintain their availability settings, set their call handling options and control some of their message notification options.

Feature Name: Native Mobile Clients

Dependencies: Personal Assistant

Feature Description: The CallXpress Mobile application provides a set of leading-edge features for mobile telephone users that are controlled from their mobile devices using native clients. AVST provides native clients for both Apple iPhone and Google Android devices. The applications are downloaded from the respective application stores; iTunes and Android Marketplace. These applications allow users to perform a number of unified communications functions from a familiar device interface that matches the other applications on their device.

Feature Name: Number Protection

Dependencies: Personal Assistant

Feature Description: CallXpress supports a mobile number protection feature for the users. The CX

Mobile application allows users to make outgoing calls from their mobile device through CallXpress that will display the main CallXpress telephone number as the source ANI number to the called party. This allows the user to control who has access to their mobile device number. Outside callers will return calls to the main CallXpress number which will route the call to the user based on their current Personal Assistant settings.

Feature Name: Mobile Incoming Call Control

Dependencies: Personal Assistant

Feature Description: CallXpress supports an incoming call control feature for user’s mobile devices. This feature allows a user to receive notifications on their mobile device of incoming calls to the CallXpress system. These notifications are delivered to the mobile device using the mobile device data channel. When a user receives the notification, they have the option to process the call in any of several ways:

Accept the call…connects the incoming call to the caller as a normal incoming telephone call

Reject the call…routes the caller to voicemail

Acknowledge the call…allows the user to record a brief acknowledgement message that will

be played to the caller

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If the user opts to accept the call, the call is connected to them through the telephony connection to the mobile device allowing the application to work regardless of the level of data connectivity available.

Feature Name: Mobile Outgoing Call Management

Dependencies: Personal Assistant

Feature Description: CallXpress supports the ability for users to make outgoing calls from their mobile device that will use CallXpress to connect the calls. Calls can be made to Contacts or entries in their call log. The application will also allow a user to return calls from voice messages left on CallXpress and users can dial numbers manually. For this type of call, the receiving party will see the ANI number associated with the CallXpress system, not the user’s mobile device number.

Feature Name: Mobile Client Voice Messaging

Dependencies: Personal Assistant, Unified Messaging

Feature Description: CallXpress supports the ability for users to access their voice and fax messages stored on CallXpress from their mobile device. Used in conjunction with a unified messaging license, the CX Mobile application allows a user to access and process their voice and fax messages. They can listen to their voice messages. They can view their fax messages. They can process those messages (delete, save, reply, forward, mark as unread) and can record and send new voice messages.

Feature Name: Mobile Client Call Log

Dependencies: Personal Assistant

Feature Description: The CallXpress Mobile client includes a call log that displays all the user’s calls, both incoming and outgoing, that came through CallXpress. The user can use this list to place return calls.

Feature Name: Mobile Fixed Mobile Convergence

Dependencies: Personal Assistant

Feature Description: The CallXpress Mobile client supports a fixed mobile convergence application.

Using this feature, a user can transfer any active call on their mobile (that came in through or was placed through CallXpress) to any of their other devices. As an example, a user could take an incoming call on their mobile device while driving into work and, when they arrived at their desk, transfer the call to their desk telephone.

Feature Name: Mobile Client Mailbox Settings Control

Dependencies: Personal Assistant

Feature Description: The CallXpress Mobile client supports an application which allows users to maintain many of their mailbox settings directly from their mobile phone. Using the CallXpress Mobile client, the user can maintain their availability settings, set their call handling options and control most of their message notification options.

Dependencies: Personal Assistant, ASR (for some features)

Feature Description: CallXpress supports an advanced user type by applying a Personal Assistant

license to a Subscriber Mailbox. The Personal Assistant license adds the following features to a user’s capabilities:

Presence and Availability

Contact access for messaging and calling (“Call Bob Harris”)

Calendar access and management (“Get my appointments for today”, etc.) Call waiting (whisper notification)

Total Handsfree Continuous connection

Call recording (“Locate and record”, “Accept and record”, etc.) Acknowledge call

Call Divert Call Transfer

Missed Call Notification

While many of these features require the user to be enabled for the Speech VUI, some are available for DTMF only users as well (see DTMF Personal Assistant Features).

Feature Name: Presence and Availability

Dependencies: Personal Assistant

Feature Description: CallXpress users who are equipped with a Personal Assistant license have access

to a full set of telephony presence and availability features. For each Personal Assistant user, a set of Devices, Call Lists, Presence Settings, Schedules and Calendars can be programmed. For each user, a single Device List is created that contains all telephone numbers associated with the subscriber (primary extension, alternate extensions, business mobile number, personal mobile number, home phone number, home office number, etc.). From this list of devices, a set of Call Lists are created. A Call List is a logical set of telephone numbers that might be dialed based on the user’s availability

circumstances. For example, for one subscriber, a Call List might be created called At Work that first rang the user’s desktop extension and then tried their business mobile phone number. Another Call List for the same subscriber might only contain their business mobile telephone number and might be called Mobile. Once the Call Lists are created, Schedules are built that assign the various Call Lists to be used based on the time of day. For example, from 6:00 AM to 8:00 AM, while the subscriber is driving to work, they may wish to have their Mobile Call List in use. From 8:00 AM to 5:00 PM, while they are at their desk, they might want their At Work Call List to be active. Then, again for the commute home, they may want switch to their Mobile Call List. Once the Schedules are built, the Calendar is used to assign a Schedule to each day of the week. Anytime a user wishes, they can call into the system and Override their current availability setting by assigning any of their Call Lists or Schedules to themselves as an Override.

Feature Name: Presence Names – Presence and Availability

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Feature Description: Presence Names are assigned to Call Lists and are used to create Presence and

Availability Schedules and for Overrides. Presence names can also have durations assigned to them for when they are used as Overrides. Available duration types are:

Until Specific Time of Day Length of Time

Indefinite

Feature Name: Call Lists – Presence and Availability

Dependencies: Personal Assistant

Feature Description: Each CallXpress user configured with a Personal Assistant license can be configured with one or more Call Lists. A Call List is a logical set of telephone numbers that might be called to locate the user based on the user’s availability circumstances. For example, for one

subscriber, a Call List might be created called At Work that first rang the user’s desktop extension and then tried their business mobile phone number. Another Call List for the same subscriber might only contain their business mobile telephone number might be called Mobile. Once the Call Lists are created, they are assigned a name (Presence Name) and generally, they are placed into Schedules to control availability based on day and time. Anytime a user wishes, they can call into the system and Override their current availability settings by assigning any of their Call Lists or Schedules to

themselves as an Override.

Feature Name: Schedules – Presence and Availability

Dependencies: Personal Assistant

Feature Description: Personal Assistant users can have schedules to control their telephony

availability. Schedules contain the Call Lists to be used based on the time of day. For example, from 6:00 AM to 8:00 AM, while the subscriber is driving to work, they may wish to have their Mobile Call List in use. From 8:00 AM to 5:00 PM, while they are at their desk, they might want their At Work Call List to be active. Then, again for the commute home, they may want switch to their Mobile Call List. Once the Schedules are built, the Calendar is used to assign a Schedule to each day of the week. Users can override their schedules at any time, directing their calls to any schedule or Call List.

Feature Name: Calendar – Presence and Availability

Dependencies: Personal Assistant

Feature Description: Personal Assistant uses can have Calendars to control their availability. Calendars contain a Schedule for each day of the week. Users can override their Calendar at any time by directing their calls to any Call List or Schedule.

Feature Name: Microsoft OCS\Lync Connector

Dependencies: Personal Assistant

Feature Description: CallXpress can serve as an Intelligent Gateway, connecting Microsoft OCS/Lync to

the customer’s PBX. This gateway allows the OCS softphone client to perform as a telephone device within CallXpress. The following functions are available:

Route incoming calls to user’s OCS/Lync client Allows outbound calls from OCS/Lync to the PSTN

No additional client software required

Feature Name: Personal Availability Override

Dependencies: Personal Assistant, ASR

Feature Description: Personal Assistant users can have their availability managed by Call Lists, Schedules and Calendars. For those times when users need to temporarily change their availability, they can put an availability override into effect. An availability override temporarily routes their incoming calls directly to either one of their Call Lists (using its Presence Name) or to one of their Schedules. Overrides to Call Lists (using Presence Names) can be set up to remain in effect until the user cancels them or can have a duration associated with them. Overrides to Schedules remain in place based on the Presence Name setting or until the user removes them. Overrides can be initiated either using speech commands from within the user’s mailbox or from the Web PhoneManager application.

Feature Name: Calendar Access and Use - Speech

Dependencies: Personal Assistant, ASR

Feature Description: Users with a Personal Assistant license (on systems with speech-equipped ports)

who are Microsoft Exchange or Lotus Notes users, will be able to access their calendar from the speech VUI (Voice User Interface). These users will have the following capabilities:

Read their calendar…Users can have their calendar entries read to them by asking for information about various dates such as:

“Get my appointments for today.” “Get my calendar for next Thursday.”

“Get my appointments for a week from Friday.”

Create new meetings and appointments…Users can schedule new appointments and meetings including inviting system users and members of the CallXpress Phone Book to meetings.

“Create an appointment.”

Accept or reject meeting requests…Users can request to hear their new meeting requests and can respond to them using “Accept”, “Decline” or “Mark as tentative”.

Feature Name: Microsoft Exchange Calendar and Contacts Integration

Dependencies: Personal Assistant, ASR

Feature Description: Users with a Personal Assistant license (on systems with speech-equipped ports)

who are Microsoft Exchange users (using Exchange 2003 and higher), will be able to access their calendar and Contacts Address Book when logged into the CallXpress system. They will be able to read their calendar and create new appointments and meetings. They will be able to access information from entries in their Contacts. They will be able to make calls, send and forward messages, and send text-based email messages to members in their Contacts.

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Feature Name: Microsoft Exchange Contacts Integration

Dependencies: Personal Assistant

Feature Description: CallXpress subscribers who have the Personal Assistant feature enabled on their

mailbox can have their mailbox configured to automatically download their Microsoft Exchange Contacts database into their CallXpress Phonebook. Once integrated, users can then use the names in their Contacts to make calls, forward messages and send new e-mail messages.

Users can place calls to contact’s entries at their business, home and mobile phone numbers using the “Call” and “Call and record” commands.

Users can send voice messages (an e-mail with a wave file attachment) to their Contact’s entries using the “Send a message” command.

Users can send text-based email messages (a pure text email created from one of the email message templates) to their Contact’s entries using the “Create text email” command.

Feature Name: Lotus Notes Personal Address Book Integration

Dependencies: Personal Assistant

Feature Description: CallXpress subscribers who have the Personal Assistant feature enabled on their

mailbox can have their mailbox configured to automatically download their Lotus Notes Personal Address Book database into their CallXpress Phonebook. This requires that their Personal Address Book be stored on a Domino Mail Server. Once integrated, users can then use the names in their Contacts to make calls, forward messages and send new e-mail messages.

Users can place calls to contact’s entries at their business, home and mobile phone numbers using the “Call” and “Call and record” commands.

Users can send voice messages (an e-mail with a wave file attachment) to their Contact’s entries using the “Send a message” command.

Users can send text-based email messages (a pure text email created from one of the email message templates) to their Contact’s entries using the “Create text email” command.

Feature Name: Lotus Notes 8.X Calendar and Contacts Integration

Dependencies: Personal Assistant, ASR

Feature Description: Users with a Personal Assistant license (on systems with speech-equipped ports)

who are Lotus Notes users (using Domino 8.0 and higher), will be able to access their calendar and Personal Address Book when logged into the CallXpress system. They will be able to read their calendar and create new appointments and meetings. They will be able to access information from entries in their Personal Address Book. They will be able to make calls, send and forward messages, and send

text-based email messages to members in their Personal Address Book. This requires that the Personal Address book be stored on the Domino server (an option for Lotus Notes users).

Feature Name: DTMF Personal Assistant Features

Dependencies: Personal Assistant

Feature Description: While many of the Personal Assistant features require the user to be enabled for

the Speech VUI, the following features are available to DTMF-only users who have a Personal Assistant license:

Presence and Availability Accept call

Reject call Acknowledge call

The prompt heard by the subscriber receiving a call (assuming Call Screening is enabled) would be:

“You have a call from <caller name>. To accept, press one. To reject, press two. To acknowledge, press three.”

While DTMF Personal Assistant users have access to the Acknowledge feature when receiving incoming calls, they don’t receive a copy of the acknowledge message in their inbox as do Speech Personal Assistant users.

Feature Name: Contacts Refresh Mode - Speech

Dependencies: Personal Assistant, ASR

Feature Description: As new entries are placed into a user’s CallXpress Phone Book (either through

synchronization with Exchange Contacts or Lotus Notes PAB or through entry from Web

In document CallXpress Features Guide (Page 59-73)

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