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    Contact Expert v7.5

    Contact Expert v7.5 Release Notes

    Release news, recommendations and up-to-date information about this version of Contact Expert.

    This version was released on 8th Jun 2023.

    Important

    Service Package 5 was released on 2nd of February 2024

    Notes and Recommendations

    This document describes all enhancements and bugs fixed in the above product version. In addition, all major known issues not yet addressed are also listed in this document.

    Versioning and Hotfix releasing Strategy

    Starting from v5.9, Contact Expert version numbers have the following format: vMajor.Minor

    Major Version

    The first number represents the major version. When this number is increased, a new major version is introduced. Major versions contain significant changes in the product such as an extensive set of significant new features, new architecture or completely redesigned software components. Consequently a new major version might be backward incompatible with the previous major version (but not necessarily).

    Minor Version

    The second number represents the minor version which is increased when less significant features are added to the product.

    Cumulative Hotfixes

    In addition to minor versions, Geomant also releases cumulative hotfix packages to provide quick fixes to serious problems that should not wait until the next minor release. These hotfix packages are tied to a specific minor version and contain the fixes of all the previous hotfix packages for this minor version.

    Version Compatibility and Upgrade Strategy

    When upgrading, consider the difference ("distance") between the old and the new version. If the upgrade is within the same major version then we are talking about a minor version upgrade. If the distance between the old and new version overlaps at least one major version, then this is a major version upgrade.

    Minor versions are always backward compatible. Example

    • v7.0 - major version (architectural changes & new features & bug fixes; not compatible with v6.x)
    • v7.1 - minor version (new features & bug fixes; compatible with v7.x)

    A clean and a cumulative upgrade installation media is created for each major and minor version, so every package contains the fixes and feature additions of all previous releases. However Geomant proceeds to perform exhaustive compatibility tests with the last 2 minor versions only, therefore if the distance between your 6.x version and the currently available latest 6.x is greater than 2 minor versions, then you might need gradual, step-by-step upgrades.

    Also, since major versions usually bring architectural changes that make them backward incompatible, the old version must be completely uninstalled and the new version must be installed from a clean installation package. An upgrade install is typically not usable in such cases. When a major upgrade (thus a clean install) is due, the system typically have accumulated a number of previous minor upgrades all of which must be uninstalled individually starting from the most recent.

    Or, as an alternative, instead of uninstalling all the existing upgrades, the recommended way is reinstalling Contact Expert on a clean operating system (restored from a previous snapshot or installed newly).

    Note

    Client/Server Version Compatibility

    Please note that if you upgrade the Contact Expert server components to a new minor version, all Contact Expert agent client applications are highly recommended to be updated also at the same time. Older clients may not work with a new minor version of Contact Expert server.

    However, the maintenance version of the server and the client does not matter as long as they have the same minor version. In other words, each client having the same minor version as the server's minor version is always compatible with the server, regardless of the maintenance version.

    Note

    Database Version Compatibility

    Contact Expert databases are not removed or altered during a minor upgrade or uninstall process, therefore all the configuration data, except for the ones entered during an installation, are left intact. This includes all the business related data such as agent, campaign, contact and historical data.

    Since a major upgrade typically contains database schema changes which might cause potential data loss, Contact Expert databases will need to be updated to reach compatibility with the new major version to be installed. This can be achieved by using the SQL scripts from the upgrade installation package of the concerned major version.

    Microsoft Lync/Skype for Business Version Compatibility

    Please review our CE Compatibility Matrix with SfB/Lync Platform on Microsoft Lync and Skype for Business support.

    OnCall IVR Version Compatibility

    Please review our official statement on OnCall IVR Engine and OnCall IVR Designer compatibility matrix.

    Cloud Requirements

    For chat functionality, a Buzzeasy subscription and cloud connection is required. For cloud based agent scripting, a cloud connection is required.

    Important

    64 bit Windows operating system is required for Cloud based agent side scripting!

    Special Notes

    Note

    Microsoft SQL Server 2008, 2012, 2014 are no longer supported by Contact Expert v7.4 Customers are required to migrate to one of the supported versions.

    Note

    Retention policy for chat data is introduced. Chat conversation history data older than 18 months will be purged/deleted from the system on a weekly basis and will not be available.

    Deprecated API & Services

    Legacy scripting is deprecated (since CE v6.1) and will be removed in future releases

    Old scripting or legacy scripting is deprecated and will be removed from the product in future releases. Customers using old/legacy scripting are required to migrate to the new cloud based scripting platform.

    Note

    Legacy scripting is not tested to cooperate with other components of the product. While using it is not yet explicitly blocked, runtime errors might show up.

    Skype for Business based chat service

    Skype for Business platform based chat service has been deprecated and removed from Contact Expert 6.0 solution, components include:

    • Chat Widget
    • Chat Proxy
    • WordPress plugin

    Customers running chat service prior to 6.0 will need to update their corporate web site to include reference to the new cloud based chat services.

    Client Access Server - Administration methods removed (since CE v7.1)

    Client Access Server Administration interface methods are removed, customization using this API are required to be rewritten using the REST API provided by Management Service. For more information please visit the following article.

    Client Access Server - InformationService methods deprecated (since CE v7.1)

    Client Access Server Information Service interface methods are deprecated. Customization using this API are required to be rewritten using the REST API provided by Management Service. For more information please visit the following article.

    Installation

    Install the product as usual and apply all hotfixes released for this specific version as these hotfixes fix every critical issues revealed.

    Please read the Upgrade Guide for further details about the update process and our backup recommendations.

    Note

    Please note that upgrading to Asterisk from an existing Skype For Business or Avaya deployment is not possible, a new clean install needs to be performed.

    Highlights

    Enhanced administration functionalities:

    Asterisk/FreePBX Telephony Integration

    In Contact Expert version 7.5, we are introducing Asterisk/FreePBX telephony support, in addition to the existing Skype for Business and Avaya telephony integrations. Asterisk is a framework for building communications solutions. Asterisk provides IP PBX functionality. It is used by small businesses, large businesses, call centers, carriers, and governments worldwide. Asterisk is free and open source. FreePBX is a web-based, open source GUI that can control and manage Asterisk PBX. Compared to our existing telephony integrations, the Asterisk/FreePBX comes with a pack of advantages, such as:

    • Speed and Performance: Asterisk Telephony offers faster call routing and bridging, resulting in reduced time to connect customers to agents, reduced time to wait in queues, improved service level, and increased agent productivity.
    • Lower Overhead Costs: Asterisk is an open-source telephony framework, which significantly reduces hardware and software costs compared to proprietary systems like Avaya. There are no server and per agent licenses to be paid for the telephony platform provider.
    • No Softphone Required: Unlike Skype for Business and Avaya, Asterisk Telephony enables agents to handle calls directly within the CE Agent application, eliminating the need for a separate softphone. This streamlined setup simplifies the agent's workflow, reducing dependencies and enhancing usability.
    • Full Feature Compatibility:The Asterisk Telephony integration ensures that all existing functionalities available with Skype for Business and Avaya Telephony are also accessible with Asterisk, ensuring a smooth transition and no compromise on essential features. Intelligent skill-based and presence aware call routing and queuing, call recording, callback, messaging, inbound call scenarios, outbound dialing (preview, progressive, predictive), advanced call control, etc. all work similarly to the previous telephony solutions. Please note that the Answering Machine Detection feature, available with Skype for Business and Avaya Telephony, is not supported in the current release of the Asterisk integration. We are implementing this feature in future updates to ensure a comprehensive solution across all telephony options.
    Verba recording support
    All of the recorded media files associated with Contact Expert conversations can be made available in Verba repositories too, using the Integration options tab in the associated Recording Rule.
    Disconnecting calls when the recording fails
    With this update, Contact Expert is now capable of automatically disconnect calls in rare cases when the recording process encounters an error or failure. In contact centers where all calls must be recorded, this enables to maintain compliance with regulatory requirements and internal security policies.
    Oauth support
    Contact Expert now supports OAuth authentication, providing a more secure and streamlined approach to handle email communications.

    Enhanced agent application functionalities:

    WebRTC Client
    As mentioned above, the CE Agent Application when utilized in conjunction with Asterisk telephony, now operates seamlessly without the need for a separate softphone, thus lowering the dependencies and reducing complexity.
    Contact Merging
    When multiple contacts have the same telephone number, and a call lands at the agent, the agent now has the option to either merge the contact with the already active one, or to replace it with another contact and delete the original one.

    Other improvements

    Security hardening
    We have moved the authentication logic, the token management, from the Managament Service to the new dedicated Authentication Service. Having a dedicated Service to handle the authentication, separating it from the management functionalities provides a greater level of security.
    Important

    Early media is available with Agent Client Application 7.3 version or newer. If you want to use the early media feature, you can not use older Agent Client Application version event if it has the same major version number.

    Feature Matrix

    • Skype for Business
    • Avaya
    • Asterisk

    General

    7.1 7.2 7.3 7.4 7.5
    Basic agent scripting (tick) (tick) (tick) (tick) (tick)
    Highest priority queue ACD strategy added (tick) (tick) (tick) (tick) (tick)
    Built-in call recording (tick) (tick) (tick) (tick) (tick)
    Transfer to CE queues enabled (tick) (tick) (tick) (tick) (tick)
    Support for localization (tick) (tick) (tick) (tick) (tick)
    Support for TLS 1.0, 1.1 and 1.2 (tick) (tick) (tick) (tick) (tick)
    Support for secure HTTPS and TLS communication protocols (tick) (tick) (tick) (tick) (tick)
    Contact Expert enabled with predictive dialing strategy (tick) (tick) (tick) (tick) (tick)
    Queue and campaign linking & cloning (tick) (tick) (tick) (tick) (tick)
    Automated IVR outbound campaigns using On Call IVR (tick) (tick) (tick) (tick) (tick)
    Introduction of a new administration interface – CE Portal – replacing ACE Admin (tick) (tick) (tick) (tick) (tick)
    Enhanced Administrative Features using CE Portal !(tick) (tick) (tick) (tick) (tick)
    Administrative Interface integrated with Skype for Business to display agent state and start chat conversation from CE Portal (tick) (tick) (tick) (tick) (tick)
    User management and role based access to resources (tick) (tick) (tick) (tick) (tick)
    RESTful web API is introduced to replace the Client Access Server (tick) (tick) (tick) (tick) (tick)
    Retention blending introduced – allowing to keep a number of agent retained for inbound interaction for a dedicated skill (tick) (tick) (tick) (tick) (tick)
    Enhanced predictive dialling strategy enables agents to work in a predictive and inbound mode (tick) (tick) (tick) (tick) (tick)
    Multi-tenant architecture – allowing multiple individual organization can share the system (tick) (tick) (tick) (tick) (tick)
    Ability to define custom voice messages. E.g. queue music, welcome message, hold music, etc. (tick) (tick) (tick) (tick) (tick)
    Enhanced agent owned recalls – task are delivered to agents regardless of their skill settings (tick) (tick) (tick) (tick) (tick)
    Enhanced skill update – supervisor performed skill updates to agent is automatically applied (tick) (tick) (tick) (tick) (tick)
    Multi-tenant architecture – alarms and resource updates is applied for each tenant separately (tick) (tick) (tick) (tick) (tick)
    Corporate address book (tick) (tick) (tick) (tick) (tick)
    Scheduled task filtering enhancement –type, -status, -preference, (tick) (tick) (tick) (tick) (tick)
    Ability to initiate a call over CE Automation API (tick) (tick) (tick) (tick) (tick)
    Automatic failover support on secondary server (tick) (tick) (tick) (tick) (tick)
    Campaign specific wrap-up timers (tick) (tick) (tick) (tick) (tick)
    Redirect calls on no answer – place agents to RONA auxiliary reason (tick) (tick) (tick) (tick) (tick)
    Support for initiating calls to response groups (tick) (tick) (tick) (tick) (tick)
    In queue messaging improvement / audio volume dipping during TTS messages (tick) (tick) (tick) (tick) (tick)
    Agent application automatic recovery in case of failure (tick) (tick) (tick) (tick) (tick)
    Automatic (configurable) closure of abandoned calls (tick) (tick) (tick) (tick) (tick)
    Support of multiple chat sources (website, social media, apps.) (tick) (tick) (tick) (tick) (tick)
    Real time queue display and ability to select next work item from the queue (tick) (tick) (tick) (tick) (tick)
    Control predictive start-up parameters (tick) (tick) (tick) (tick) (tick)
    Predictive healing - Campaign dialing remains in predictive even if reference control values are breached (tick) (tick) (tick) (tick) (tick)
    Campaign level contact phone number exclusion - Excluded numbers are not dialed (tick) (tick) (tick) (tick) (tick)
    Before connect compliance messaging (tick) (tick) (tick) (tick) (tick)
    Time zone support (tick) (tick) (tick) (tick) (tick)
    Support for Business Unit organization layer (tick) (tick) (tick) (tick)
    Multi-skill power dialling (tick) (tick) (tick)
    Retain agent for running campaigns (tick) (tick)
    Agent Auto Answer option by policy (tick) (tick)
    Separate permissions of quick dial and customer lookup (tick) (tick)
    Enhanced contact import functions (tick) (tick)

    Agent Desktop

    7.1 7.2 7.3 7.4 7.5
    Agent consult and transfer enabled (tick) (tick) (tick) (tick) (tick)
    Enhanced agent experience in full screen and toolbar mode (tick) (tick) (tick) (tick) (tick)
    MSI Installer provided for client application (tick) (tick) (tick) (tick) (tick)
    Enhanced agent script pages and designer (tick) (tick) (tick) (tick) (tick)
    Customizable agent dashboard – including global, team and agent statistics (tick) (tick) (tick) (tick) (tick)
    Agents are able to initiate or revoke a break request during work (tick) (tick) (tick) (tick) (tick)
    Agent dashboard replaces skill statistics with queue statistics (tick) (tick) (tick) (tick) (tick)
    Agent can leave a comment for each interaction as is shown in the contact history (tick) (tick) (tick) (tick) (tick)
    Business tags are presented in the order of administration (tick) (tick) (tick) (tick) (tick)
    Email Search interface (tick) (tick) (tick) (tick) (tick)
    Quick Email (tick) (tick) (tick) (tick) (tick)
    Support for Arabic language localization - Agent & customer facing interfaces (tick) (tick) (tick) (tick) (tick)
    Voice and email concurrent handling, ability to handle/park multiple emails and be available for voice interactions (tick) (tick) (tick) (tick) (tick)
    Agent can accept internal IM’s during call handling (tick) (tick) (tick) (tick) (tick)
    Agent’s ability to handle multiple concurrent chat request (tick) (tick) (tick) (tick) (tick)
    Agent’s ability to handle multiple concurrent chat and email and be available for voice (tick) (tick) (tick) (tick) (tick)
    Russian language support on Agent facing interfaces (tick) (tick) (tick) (tick) (tick)
    Document sharing during chat session (tick) (tick) (tick) (tick) (tick)
    Spell checking support when using the email editor (tick) (tick) (tick) (tick) (tick)
    Agent scripting powered by Adaptive Scripting (tick) (tick) (tick) (tick) (tick)
    Companion (tick) (tick) (tick) (tick) (tick)
    Campaign based scripting tool support (tick) (tick) (tick) (tick)
    New contact creation based on lookup criterias (tick) (tick)
    Enable using computer keyboard input to keypad (tick) (tick)
    Comment field on Lookup Task history page (tick) (tick)
    Disconnect on recording Failure (tick)
    Contact Merging (tick)

    BI and Reporting

    7.1 7.2 7.3 7.4 7.5
    Reporting enhancement, filtering options added (tick) (tick) (tick) (tick) (tick)
    Enhanced call detail reports showing hold and talk time (tick) (tick) (tick) (tick) (tick)
    Introduction of Personal BI - Excel based personal business intelligence reporting providing flexible and comprehensive business reports (tick) (tick) (tick) (tick) (tick)
    Introduction of a new reporting interface – CE Portal – replacing ACE Supervisor (tick) (tick) (tick) (tick) (tick)
    CE Portal reporting interface provides daily operational reports and allows thresholds to be defined to agent and queue states (tick) (tick) (tick) (tick) (tick)
    Enhanced Analytical and Executive Reports (tick) (tick) (tick) (tick) (tick)
    Reporting capabilities on predictive dialling strategy – Overdialing Rate and Nuisance Call Rate (tick) (tick) (tick) (tick) (tick)
    Operation report extended, time range support extended on Agent status, performance, Business Tag, Queue Service Level report (tick) (tick) (tick) (tick) (tick)
    Call result – operation report introduced / detailing call activity outcome (tick) (tick) (tick) (tick) (tick)
    Tracking report support displaying 5000 records (tick) (tick) (tick) (tick) (tick)
    New BI Agent Break type report added (tick) (tick) (tick) (tick) (tick)
    Comment collected are displayed on CE Portal reports (tick) (tick) (tick) (tick) (tick)
    Agent status monitor report filtered by skills (tick) (tick)
    Agent status monitor report with contact/task Ids (tick) (tick)

    3rd Party Compatibility

    7.1 7.2 7.3 7.4 7.5
    Verba call recorder native integration (tick) (tick) (tick) (tick) (tick)
    Support for Active Directory service accounts (tick) (tick) (tick) (tick) (tick)
    Support for Skype for Business Server 2015 (tick) (tick) (tick) (tick) (tick)
    Support for Skype for Business Client 2015 (tick) (tick) (tick) (tick) (tick)
    Support for Skype for Business Client 2016 (tick) (tick) (tick) (tick) (tick)
    Web chat JavaScript API enabling chat integration for custom web pages (tick) (tick) (tick) (tick) (tick)
    Support for SQL Server 2016 and JDBC 6.0 driver (tick) (tick) (tick) (tick) (tick)
    Contact Expert is integrated with Afiniti agent and optimized customer pairing (tick) (tick) (tick) (tick) (tick)
    Ability to integrate with an external ACD (tick) (tick) (tick) (tick) (tick)
    Embeddable web chat widget (tick) (tick) (tick) (tick) (tick)
    SQL Server 2017 support (tick) (tick) (tick) (tick) (tick)
    Windows Server 2019 support (tick) (tick) (tick) (tick) (tick)
    Support for Skype for Business Server 2019 (tick) (tick) (tick) (tick) (tick)
    Microsoft SQL Server 2019 support (tick) (tick) (tick) (tick)

    General (Avaya)

    7.1 7.2 7.3 7.4 7.5
    Basic agent scripting (tick) (tick) (tick) (tick) (tick)
    Highest priority queue ACD strategy added (tick) (tick) (tick) (tick) (tick)
    Built-in call recording (tick) (tick) (tick) (tick) (tick)
    Transfer to CE queues enabled (tick) (tick) (tick) (tick) (tick)
    Support for localization (tick) (tick) (tick) (tick) (tick)
    Support for TLS 1.0, 1.1 and 1.2 (tick) (tick) (tick) (tick) (tick)
    Support for secure HTTPS and TLS communication protocols (tick) (tick) (tick) (tick) (tick)
    Queue and campaign linking & cloning (tick) (tick) (tick) (tick) (tick)
    Introduction of a new administration interface – CE Portal – replacing ACE Admin (tick) (tick) (tick) (tick) (tick)
    Enhanced Administrative Features using CE Portal (tick) (tick) (tick) (tick) (tick)
    User management and role based access to resources (tick) (tick) (tick) (tick) (tick)
    RESTful web API is introduced to replace the Client Access Server (tick) (tick) (tick) (tick) (tick)
    Retention blending introduced – allowing to keep a number of agent retained for inbound interaction for a dedicated skill (tick) (tick) (tick) (tick) (tick)
    Multi-tenant architecture – allowing multiple individual organization can share the system (tick) (tick) (tick) (tick) (tick)
    Enhanced agent owned recalls – task are delivered to agents regardless of their skill settings (tick) (tick) (tick) (tick) (tick)
    Enhanced skill update – supervisor performed skill updates to agent is automatically applied (tick) (tick) (tick) (tick) (tick)
    Multi-tenant architecture – alarms and resource updates is applied for each tenant separately (tick) (tick) (tick) (tick) (tick)
    Corporate address book (tick) (tick) (tick) (tick) (tick)
    Scheduled task filtering enhancement –type, -status, -preference, (tick) (tick) (tick) (tick) (tick)
    Ability to initiate a call over CE Automation API (tick) (tick) (tick) (tick) (tick)
    Automatic failover support on secondary server (tick) (tick) (tick) (tick) (tick)
    Campaign specific wrap-up timers (tick) (tick) (tick) (tick) (tick)
    Redirect calls on no answer – place agents to RONA auxiliary reason (tick) (tick) (tick) (tick) (tick)
    Agent application automatic recovery in case of failure (tick) (tick) (tick) (tick) (tick)
    Automatic (configurable) closure of abandoned calls (tick) (tick) (tick) (tick) (tick)
    Contact Expert enabled with predictive dialing strategy (tick) (tick) (tick) (tick) (tick)
    Enhanced predictive dialling strategy enables agents to work in a predictive and inbound mode (tick) (tick) (tick) (tick) (tick)
    Support of multiple chat sources (website, social media, apps.) (tick) (tick) (tick) (tick) (tick)
    Real time queue display and ability to select next work item from the queue (tick) (tick) (tick) (tick) (tick)
    Control predictive startup parameters (tick) (tick) (tick) (tick) (tick)
    Predictive healing - Campaign dialing remains in predictive even if reference control values are breached (tick) (tick) (tick) (tick) (tick)
    Campaign level contact phone number exclusion - Excluded numbers are not dialed (tick) (tick) (tick) (tick) (tick)
    Timezone support (tick) (tick) (tick) (tick) (tick)
    Support for Business Unit organization layer (tick) (tick) (tick) (tick)
    Multi-skill power dialling (tick) (tick) (tick)
    Retain agent for running campaigns (tick) (tick)
    Agent Auto Answer option by policy (tick) (tick)
    Separate permissions of quick dial and customer lookup (tick) (tick)
    Enhanced contact import functions (tick) (tick)
    Central administration of consultant configuration (tick) (tick)

    Agent Desktop (Avaya)

    7.1 7.2 7.3 7.4 7.5
    Enhanced agent experience in full screen and toolbar mode (tick) (tick) (tick) (tick) (tick)
    MSI Installer provided for client application (tick) (tick) (tick) (tick) (tick)
    Enhanced agent script pages and designer (tick) (tick) (tick) (tick) (tick)
    Customizable agent dashboard – including global, team and agent statistics (tick) (tick) (tick) (tick) (tick)
    Agents are able to initiate or revoke a break request during work (tick) (tick) (tick) (tick) (tick)
    Agent dashboard replaces skill statistics with queue statistics (tick) (tick) (tick) (tick) (tick)
    Agent can leave a comment for each interaction as is shown in the contact history (tick) (tick) (tick) (tick) (tick)
    Business tags are presented in the order of administration (tick) (tick) (tick) (tick) (tick)
    Email Search interface (tick) (tick) (tick) (tick) (tick)
    Quick Email (tick) (tick) (tick) (tick) (tick)
    Support for Arabic language localization - Agent & customer facing interfaces (tick) (tick) (tick) (tick) (tick)
    Voice and email concurrent handling, ability to handle/park multiple emails and be available for voice interactions (tick) (tick) (tick) (tick) (tick)
    Russian language support on Agent facing interfaces (tick) (tick) (tick) (tick) (tick)
    Agent can accept internal IM’s during call handling (tick) (tick) (tick) (tick) (tick)
    Agent’s ability to handle multiple concurrent chat request (tick) (tick) (tick) (tick) (tick)
    Agent’s ability to handle multiple concurrent chat and email and be available for voice (tick) (tick) (tick) (tick) (tick)
    Document sharing during chat session (tick) (tick) (tick) (tick) (tick)
    Spell checking support when using the email editor (tick) (tick) (tick) (tick) (tick)
    Agent scripting powered by Adaptive Scripting (tick) (tick) (tick) (tick) (tick)
    Companion (tick) (tick) (tick) (tick) (tick)
    Campaign based scripting tool support (tick) (tick) (tick) (tick) (tick)
    New contact creation based on lookup criterias (tick) (tick)
    Enable using computer keyboard input to keypad (tick) (tick)
    Comment field on Lookup Task history page (tick) (tick)
    Disconnect on recording Failure (tick)
    Contact Merging (tick)

    BI and Reporting (Avaya)

    7.1 7.2 7.3 7.4 7.5
    Reporting enhancement, filtering options added (tick) (tick) (tick) (tick) (tick)
    Enhanced call detail reports showing hold and talk time (tick) (tick) (tick) (tick) (tick)
    Introduction of Personal BI - Excel based personal business intelligence reporting providing flexible and comprehensive business reports (tick) (tick) (tick) (tick) (tick)
    Introduction of a new reporting interface – CE Portal – replacing ACE Supervisor (tick) (tick) (tick) (tick) (tick)
    CE Portal reporting interface provides daily operational reports and allows thresholds to be defined to agent and queue states (tick) (tick) (tick) (tick) (tick)
    Enhanced Analytical and Executive Reports (tick) (tick) (tick) (tick) (tick)
    Operation report extended, time range support extended on Agent status, performance, Business Tag, Queue Service Level report (tick) (tick) (tick) (tick) (tick)
    Call result – operation report introduced / detailing call activity outcome (tick) (tick) (tick) (tick) (tick)
    Tracking report support displaying 5000 records (tick) (tick) (tick) (tick) (tick)
    New BI Agent Break type report added (tick) (tick) (tick) (tick) (tick)
    Comment collected are displayed on CE Portal reports (tick) (tick) (tick) (tick) (tick)
    Reporting capabilities on predictive dialling strategy – Overdialing Rate and Nuisance Call Rate (tick) (tick) (tick) (tick) (tick)
    Comment collected are displayed on CE Portal reports (tick) (tick) (tick) (tick) (tick)
    Agent status monitor report filtered by skills (tick) (tick)
    Agent status monitor report with contact/task Ids (tick) (tick)

    3rd Party Compatibility (Avaya)

    7.1 7.2 7.3 7.4 7.5
    Support for Active Directory service accounts (tick) (tick) (tick) (tick) (tick)
    Web chat JavaScript API enabling chat integration for custom web pages (tick) (tick) (tick) (tick) (tick)
    Support for SQL Server 2016 and JDBC 6.0 driver (tick) (tick) (tick) (tick) (tick)
    Contact Expert is integrated with Afiniti agent and optimized customer pairing (tick) (tick) (tick) (tick) (tick)
    Ability to integrate with an external ACD (tick) (tick) (tick) (tick) (tick)
    Personalized call routing using Afiniti (tick) (tick) (tick) (tick) (tick)
    Support for chat bots (tick) (tick) (tick) (tick) (tick)
    SQL Server 2017 support (tick) (tick) (tick) (tick) (tick)
    Windows Server 2019 support (tick) (tick) (tick) (tick) (tick)
    Microsoft SQL Server 2019 support (tick) (tick) (tick) (tick)

    General

    7.1 7.2 7.3 7.4 7.5
    Basic agent scripting (tick) (tick) (tick) (tick) (tick)
    Highest priority queue ACD strategy added (tick) (tick) (tick) (tick) (tick)
    Built-in call recording (tick) (tick) (tick) (tick) (tick)
    Transfer to CE queues enabled (tick) (tick) (tick) (tick) (tick)
    Support for localization (tick) (tick) (tick) (tick) (tick)
    Support for TLS 1.0, 1.1 and 1.2 (tick) (tick) (tick) (tick) (tick)
    Support for secure HTTPS and TLS communication protocols (tick) (tick) (tick) (tick) (tick)
    Contact Expert enabled with predictive dialing strategy (tick) (tick) (tick) (tick) (tick)
    Queue and campaign linking & cloning (tick) (tick) (tick) (tick) (tick)
    Automated IVR outbound campaigns using On Call IVR (tick) (tick) (tick) (tick) (tick)
    Introduction of a new administration interface – CE Portal – replacing ACE Admin (tick) (tick) (tick) (tick) (tick)
    Enhanced Administrative Features using CE Portal !(tick) (tick) (tick) (tick) (tick)
    Administrative Interface integrated with Skype for Business to display agent state and start chat conversation from CE Portal (tick) (tick) (tick) (tick) (tick)
    User management and role based access to resources (tick) (tick) (tick) (tick) (tick)
    RESTful web API is introduced to replace the Client Access Server (tick) (tick) (tick) (tick) (tick)
    Retention blending introduced – allowing to keep a number of agent retained for inbound interaction for a dedicated skill (tick) (tick) (tick) (tick) (tick)
    Enhanced predictive dialling strategy enables agents to work in a predictive and inbound mode (tick) (tick) (tick) (tick) (tick)
    Multi-tenant architecture – allowing multiple individual organization can share the system (tick) (tick) (tick) (tick) (tick)
    Ability to define custom voice messages. E.g. queue music, welcome message, hold music, etc. (tick) (tick) (tick) (tick) (tick)
    Enhanced agent owned recalls – task are delivered to agents regardless of their skill settings (tick) (tick) (tick) (tick) (tick)
    Enhanced skill update – supervisor performed skill updates to agent is automatically applied (tick) (tick) (tick) (tick) (tick)
    Multi-tenant architecture – alarms and resource updates is applied for each tenant separately (tick) (tick) (tick) (tick) (tick)
    Corporate address book (tick) (tick) (tick) (tick) (tick)
    Scheduled task filtering enhancement –type, -status, -preference, (tick) (tick) (tick) (tick) (tick)
    Ability to initiate a call over CE Automation API (tick) (tick) (tick) (tick) (tick)
    Automatic failover support on secondary server (tick) (tick) (tick) (tick) (tick)
    Campaign specific wrap-up timers (tick) (tick) (tick) (tick) (tick)
    Redirect calls on no answer – place agents to RONA auxiliary reason (tick) (tick) (tick) (tick) (tick)
    Support for initiating calls to response groups (tick) (tick) (tick) (tick) (tick)
    In queue messaging improvement / audio volume dipping during TTS messages (tick) (tick) (tick) (tick) (tick)
    Agent application automatic recovery in case of failure (tick) (tick) (tick) (tick) (tick)
    Automatic (configurable) closure of abandoned calls (tick) (tick) (tick) (tick) (tick)
    Support of multiple chat sources (website, social media, apps.) (tick) (tick) (tick) (tick) (tick)
    Real time queue display and ability to select next work item from the queue (tick) (tick) (tick) (tick) (tick)
    Control predictive start-up parameters (tick) (tick) (tick) (tick) (tick)
    Predictive healing - Campaign dialing remains in predictive even if reference control values are breached (tick) (tick) (tick) (tick) (tick)
    Campaign level contact phone number exclusion - Excluded numbers are not dialed (tick) (tick) (tick) (tick) (tick)
    Before connect compliance messaging (tick) (tick) (tick) (tick) (tick)
    Time zone support (tick) (tick) (tick) (tick) (tick)
    Support for Business Unit organization layer (tick) (tick) (tick) (tick)
    Multi-skill power dialling (tick) (tick) (tick)
    Retain agent for running campaigns (tick) (tick)
    Agent Auto Answer option by policy (tick) (tick)
    Separate permissions of quick dial and customer lookup (tick) (tick)
    Enhanced contact import functions (tick) (tick)

    Agent Desktop

    7.1 7.2 7.3 7.4 7.5
    Agent consult and transfer enabled (tick) (tick) (tick) (tick) (tick)
    Enhanced agent experience in full screen and toolbar mode (tick) (tick) (tick) (tick) (tick)
    MSI Installer provided for client application (tick) (tick) (tick) (tick) (tick)
    Enhanced agent script pages and designer (tick) (tick) (tick) (tick) (tick)
    Customizable agent dashboard – including global, team and agent statistics (tick) (tick) (tick) (tick) (tick)
    Agents are able to initiate or revoke a break request during work (tick) (tick) (tick) (tick) (tick)
    Agent dashboard replaces skill statistics with queue statistics (tick) (tick) (tick) (tick) (tick)
    Agent can leave a comment for each interaction as is shown in the contact history (tick) (tick) (tick) (tick) (tick)
    Business tags are presented in the order of administration (tick) (tick) (tick) (tick) (tick)
    Email Search interface (tick) (tick) (tick) (tick) (tick)
    Quick Email (tick) (tick) (tick) (tick) (tick)
    Support for Arabic language localization - Agent & customer facing interfaces (tick) (tick) (tick) (tick) (tick)
    Voice and email concurrent handling, ability to handle/park multiple emails and be available for voice interactions (tick) (tick) (tick) (tick) (tick)
    Agent can accept internal IM’s during call handling (tick) (tick) (tick) (tick) (tick)
    Agent’s ability to handle multiple concurrent chat request (tick) (tick) (tick) (tick) (tick)
    Agent’s ability to handle multiple concurrent chat and email and be available for voice (tick) (tick) (tick) (tick) (tick)
    Russian language support on Agent facing interfaces (tick) (tick) (tick) (tick) (tick)
    Document sharing during chat session (tick) (tick) (tick) (tick) (tick)
    Spell checking support when using the email editor (tick) (tick) (tick) (tick) (tick)
    Agent scripting powered by Adaptive Scripting (tick) (tick) (tick) (tick) (tick)
    Companion (tick) (tick) (tick) (tick) (tick)
    Campaign based scripting tool support (tick) (tick) (tick) (tick)
    New contact creation based on lookup criterias (tick) (tick)
    Enable using computer keyboard input to keypad (tick) (tick)
    Comment field on Lookup Task history page (tick) (tick)
    Disconnect on recording Failure (tick)
    Contact Merging (tick)

    BI and Reporting

    7.1 7.2 7.3 7.4 7.5
    Reporting enhancement, filtering options added (tick) (tick) (tick) (tick) (tick)
    Enhanced call detail reports showing hold and talk time (tick) (tick) (tick) (tick) (tick)
    Introduction of Personal BI - Excel based personal business intelligence reporting providing flexible and comprehensive business reports (tick) (tick) (tick) (tick) (tick)
    Introduction of a new reporting interface – CE Portal – replacing ACE Supervisor (tick) (tick) (tick) (tick) (tick)
    CE Portal reporting interface provides daily operational reports and allows thresholds to be defined to agent and queue states (tick) (tick) (tick) (tick) (tick)
    Enhanced Analytical and Executive Reports (tick) (tick) (tick) (tick) (tick)
    Reporting capabilities on predictive dialling strategy – Overdialing Rate and Nuisance Call Rate (tick) (tick) (tick) (tick) (tick)
    Operation report extended, time range support extended on Agent status, performance, Business Tag, Queue Service Level report (tick) (tick) (tick) (tick) (tick)
    Call result – operation report introduced / detailing call activity outcome (tick) (tick) (tick) (tick) (tick)
    Tracking report support displaying 5000 records (tick) (tick) (tick) (tick) (tick)
    New BI Agent Break type report added (tick) (tick) (tick) (tick) (tick)
    Comment collected are displayed on CE Portal reports (tick) (tick) (tick) (tick) (tick)
    Agent status monitor report filtered by skills (tick) (tick)
    Agent status monitor report with contact/task Ids (tick) (tick)

    3rd Party Compatibility

    7.1 7.2 7.3 7.4 7.5
    Verba call recorder native integration (tick) (tick) (tick) (tick) (tick)
    Support for Active Directory service accounts (tick) (tick) (tick) (tick) (tick)
    Support for Skype for Business Server 2015 (tick) (tick) (tick) (tick) (tick)
    Support for Skype for Business Client 2015 (tick) (tick) (tick) (tick) (tick)
    Support for Skype for Business Client 2016 (tick) (tick) (tick) (tick) (tick)
    Web chat JavaScript API enabling chat integration for custom web pages (tick) (tick) (tick) (tick) (tick)
    Support for SQL Server 2016 and JDBC 6.0 driver (tick) (tick) (tick) (tick) (tick)
    Contact Expert is integrated with Afiniti agent and optimized customer pairing (tick) (tick) (tick) (tick) (tick)
    Ability to integrate with an external ACD (tick) (tick) (tick) (tick) (tick)
    Embeddable web chat widget (tick) (tick) (tick) (tick) (tick)
    SQL Server 2017 support (tick) (tick) (tick) (tick) (tick)
    Windows Server 2019 support (tick) (tick) (tick) (tick) (tick)
    Support for Skype for Business Server 2019 (tick) (tick) (tick) (tick) (tick)
    Microsoft SQL Server 2019 support (tick) (tick) (tick) (tick)

    Service Packages

    • Features
    • Bugs fixed

    These are the features added through Service Packages

    Telephony Description
    Asterisk Implemented support for Answering Machine Detection (AMD) on the Asterisk platform using Asterisk's built-in AMD application.
    Asterisk Improved error messages now visible to agents through the WebRTC client.
    Asterisk Enable the transfer of customer calls to another campaign using the campaign endpoint.
    Asterisk Introduced Recording failed message
    All Secondary audio device can be assigned to play ringback tones
    Asterisk Primary audio device change handling

    These are the issue addressed in Service packages

    Issue ID Telephony Description
    88970 All CE Portal - ConversationHistoryViewer: 'Unknown' sender displayed for agent messages
    89422 All CE Agent - Agent can not initiate Quick dial, the campaign is not available when on the expiration date
    90615 Asterisk TelephonnyConnectorServer.ARI - Outbound busy call gets categorized as unclassified
    92601 Asterisk Agent participant stuck when failed to dial its extension
    93161 Asterisk WebRTC client - Hungarian letters displayed incorrectly
    95398 Asterisk Add caller id to Asterisk service endpoint as a configurable parameter
    96048 Asterisk TelephonyConnectorServer.ARI - ConversationFinished event missing
    96067 Asterisk TelephonyConnectorServer.ARI - Conversation can stuck if Asterisk became unavailable during AMD
    98618 Asterisk CE with Asterisk: Enable direct campaign transfer in routing rules like 'Queueing timeout'
    100312 Asterisk TelephonyRecorder.ARI - Fails to reconnect to the Asterisk server after connection loss
    102193 Asterisk Agent stuck and can not login after logout while the Asterisk server is unavailable

    Fixed and known issues

    • Bugs fixed
    • Hotfixes
    • Known issues

    These are product defects addressed in this version.

    Issue ID Telephony Description
    8399 All CE Portal - Contact Master Data Fields form should not allow field names not conforming to MSSQL syntax
    18623 All Tenant A can see notes created by Tenant B
    20791 UCMA Remained in Passive agent state after logged out of voice media
    21264 All CE Portal - Service Endpoints - Field validators do not catch unacceptable SIPURI characters, like quotes or double quotes, etc
    28462 All CEPortal - Built in users password cannot be changed
    31839 All CE Email validation Upper Case letter issue
    32285 All CEAgent - Email search shows oldest 100 email instead of latest 100
    32661 All CEPortal - Campaign state change resets endpoint selection for new campaigns.
    32738 All Quotation marks in the Agent Policies break the agent policy json
    39617 All Portal: changing phone number retry count via the Portal has no effect on contact sorting
    40005 All Agent Application - Chat - Long phrases not wrapped, resulting in a disproportionately large drop down
    40511 All The agent sometimes receives a new outbound call instead of an expired callback
    41065 All ManagementSvc - RecordingRules can be created with null or "" values for Storage
    42250 All CE Portal - The portal can not be opened using Internet explorer
    43025 All CE Portal - Email History - Deleted agent's name is not displayed in the email history
    43052 All Agent available in agent app but offline in the servers.
    43055 All Agent App - Available agent sees lookup form.
    43095 All CE Portal - Can't save alarm settings if alarmtopics view permission missing.
    43214 All CE Portal - RBAC - Assign to Agent controls enabled when lacking necessary permissions
    43248 All Contact record with closed parked email can not be deleted
    43620 All Emails closed in the queue when database is not available
    44835 All CEAgent - Redial/Contact Search fails using AgentClientApp
    45656 All Email History report: "None - Closed" action displayed for emails in queue
    46503 All CE Portal - Changing the Hierarchy of a User Account from full access to a specific tenant is not reflected in the portal
    46529 All Parked email blocks contact delete
    48702 All CE Portal - Several reports are broken
    48709 All Conference time calculated into both talk and hold time
    49440 All When routing inbound email, parked email ceiling is not respected when agent logged-in to email media while she/he was on break
    50897 All CE Portal - IVR Status report's row selection is not working
    51208 All Fix NHibernate null reference mapping issue.
    51907 UCMA Predictive dialling stops in case half of the agents are on break
    52408 All Contact phone number is lost between subsequent chat interactions
    52518 All Can't send DTMF to customer
    54638 All DialerServer - Crash with unhandled exception when resource's all skills removed
    54721 All CE Portal - Resources that are automatically created with a new Tenant are not visible until login back in
    54757 All CE Portal - Campaign status report - Anytime filter returns no results
    55231 All Admin CSP installer: Reset the IIS Application Pools Identity to default
    55257 All Server CSP installer: UCMARecorderService's config.xml does not restored after upgrade
    55613 All Active alarms have different time zones
    55819 All Call History report does not displays the name of existing customers because SP_TRANSFER_CONTACTS SP fails
    56485 All AgentClientApp crashes in toolbar mode
    57233 All Can not parse an email when it contains same inline attachment multiple times
    58945 All Scheduled tasks updated on Management Service API is not visible for the agent
    59252 All Scheduled contacts not called out in time
    60348 All Contact closed with an active phone number when another phone number is inactivated before task closure
    60996 All Agent stops receiving new outbound tasks
    62935 Avaya Avaya TSAPI: agent gets stucked in "Wait for logout" status
    62380 All Management Server - Fails to retrieve scripts from cloud scripting because using wrong TLS version
    64523 All Installer db script error
    64911 All DB - Contact synchronization constantly fails when too much changes generated
    70449 All Emails sometimes distributed after 15-25 minutes while idle agent is waiting for the email
    81930 All Sometimes callback task delivered to the agent, but can not be dialed and closed. The contact stuck in processing state.

    These are product defects addressed in the form of cumulative hotfixes - after this version was released.

    Issue ID Telephony Description

    These are product defects Geomant is aware of but did not yet address.

    ID Title Tags
    7785 Agent UI - Quick Dial and Lookup related UI are rendered slowly Agent Web Pages
    8707 Management Service - Database deadlocks start appearing as the load on the REST API increases Management Service; Server Components
    12160 SfB Platform - Campaign endpoints cannot be dialed from SfB mobile application
    13267 Cherry Picking UI - Agents can see workitems from media types they are not sign into ACD; Cherry Picking
    51478 IVR Designer - Configuration parameter values are lost during upgrade IVR; IVR Designer
    58988 Cherry Picking UI - Loading the user interface fails Cherry Picking
    60860 Management Service - New campaigns can be created in Running status with no service endpoint assigned
    90615 TelephonnyConnectorServer.ARI - Outbound busy call gets categorized as unclassified

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