This overview is for agents. If you're an administrator see MAX for Administrators.
MAX is a contact-handling web application that enables you to interact with contacts using phone calls, voicemail, email, chat, work items. MAX also supports the simultaneous use of multiple channels.
As you handle an interaction, MAX offers several tools to enhance your experience. You can transfer interactions to other agents or skills, conference with the contact and another agent, place the contact on hold, disposition and tag the interaction to categorize it, and create reminders to reach the contact again at a later time. You can use the address book to quickly place calls, generally within your own organization.
You can resize and set a preferred width for MAX and each media workspace; for example, you could set a different width for the phone workspace versus the email workspace. As you work, MAX resizes each workspace to the width you previously set. Adjusting the width for a contact applies only to that contact in that media workspace and not to all future contacts in that media workspace.
The channels and features available in your instance of MAX depend on how your administrator has configured it. Some of the features in this guide may not be available for you.
A comprehensive product training video is also available for those who are new to MAX.
The MAX Interface
The following image map defines the tools in the MAX glance view, which is usually what you see when you log in to MAX. If your administrator has configured custom workspaces or WEM, those work areas are the main view with the glance view collapsed on the left; you can access the glance view by hovering over the pane on the left.
|Agent State (1)||
Your current state. Available means you are ready to take on new work; Unavailable, or any custom variation of the unavailable state configured by your administrator, means you are busy or away and unable to take on new work; Working means you are actively handling contacts. Depending on your organization's setup, you may or may not be able to take on more interactions when you are in the Working state.
Click the agent state bar to change your state or to log out. You can change your agent state while you are handling an interaction. Once you complete the interaction, MAX changes your agent state to the one you selected.
You must use the agent state bar and select Log Out to successfully log out of MAX.
|Agent Leg (2)||
Your connection to the contact center platform. You must be connected to the agent leg to handle voice contacts.
|Current Interactions (3)||
A list of the current interactions assigned to you. Depending on how your administrator configured MAX, you could have multiple chats, emails, voicemails, work items, or a combination of these interaction types. You may only handle one phone call at a time. Each interaction has a different color to help tell the difference between them. This is helpful when handling many interactions at once.
|Personal Queue (4)||
Interactions that you are not actively handling that are assigned to you. These interactions have usually been transferred to you specifically by another agent.
|Coming Up (5)||
A list of upcoming call commitments in your schedule.
|Call History (6)||
Information about your most recent calls.
|Custom Workspaces (7)||
Special links configured by your administrator. Click a link to open it in a pane to the right. For more information, see Manage Custom Workspaces.
Displays the total number of contacts or items waiting in queue for each channel that you have been assigned to handle. You can click on a specific channel icon to open the Active Queues window, which displays a more detailed list of that specific queue, including contacts that might have already been assigned to you. This detailed list is organized by skill, displaying active skills for each queue's channel type. Within each skill, you can also see how many agents are active for that skill and their correlating state, indicated by the number beside the green (Available), orange (Working), and red (Unavailable) circles.
If you see a discrepancy between the more detailed Active Queues window and the general queue number under the channel icon, that may be from unique circumstances such as an inactive skill assigned to you, personal items you have queued, and so forth.
The queue area includes each of the following queue types:
|Agent Reports (9)||
Opens reports about your recent work in MAX, including your performance, productivity, and a list of all skills assigned to you. See Agent Reports for more information.
Allows you to place calls or start outbound emails by opening a new window that contains your address book, your recent history, and a text field to manually type a phone number or email. Once a contact is selected, a skill must also be selected to initiate the call or email.
Displays your current commitments and allows you to edit those or to create new commitments. If integrated with a supported WFM solution, events from that schedule also appear. The schedule is updated every 60 seconds and also updates the Coming Up list. To edit your schedule, click Manage WFM Schedule to launch the WFM solution and make changes. This option is only available in Internet Explorer.
Displays all messages from your supervisor or administrator. Unread messages are indicated by a red counter icon.
If configured by your administrator, contains custom links to websites you may need to help you as you work.
Opens the More Tools pop-over menu that contains troubleshooting information, a method for providing feedback about MAX to your administrator, custom personal settings, and a link to the online help.