For AI agents: visit https://guide.xima.cloud/llms.txt for an index of all pages formatted in Markdown and endpoints in OpenAPI.
Jump to Content
Xima CCaaSGetting StartedHome
GuidesChangelog
Getting StartedHomeLog InXima CCaaS
Guides
Log In
Netsapiens Configuration

Home

  • Xima CCaaS Users Guide Home
    • Adding a Payment Method (Credit Card)
    • Adding a Payment Method (Bank Account / ACH)
    • Consolidated Login
    • Contacting The Xima Support Team
  • Best Practices

Reports

  • Cradle to Grave
    • Cradle to Grave - Quick Start Guide
    • Cradle to Grave Terminology
  • Reports Overview
    • Running a Report
    • Scheduling a Report
    • Downloading a Report
    • Abandoned Calls vs. Missed Calls
    • Importing and Exporting Reports
  • List of Standard Reports
    • Abandoned Calls
    • Account Code Summary
    • Account Code Summary by Agent
    • Agent Call and Chat Performance Summary
    • Agent Call Summary
    • Agent Call Summary by Skill
    • Agent Call Volume
    • Agent Calls
    • Agent Chat Summary
    • Agent Feature Trace
    • Agent Reason Code Trace
    • Audit Events
    • Call Details
    • Call Performance
    • Call Volume
    • Callback Calls
    • Calls by Account Code
    • Calls by Caller ID
    • Chat Volume
    • External Number Summary
    • Missed Call Summary
    • Skill Call Summary
    • Skill Call Volume
    • Skill Callback Summary
    • Skill Chat Summary
  • Custom Reports
    • Creating a Custom Report
    • Editing an Existing Report
    • Report Categories
  • Report Filter Criteria
    • Account Code Report Value Definitions
    • Agent Report Value Definitions
    • Call Report Value Definitions
    • Caller ID Report Value Definitions
    • Event Report Value Definitions
    • External Number Report Value Definitions
    • Feature Report Value Definitions
    • Local Number Report Value Definitions
    • "None" Report Value Definitions
    • Reason Code Report Value Definitions
    • Role Report Value Definitions
    • Skill Report Value Definitions
    • Tag Report Value Definitions
    • Time Report Value Definitions
    • Understanding and Using Interval Credit Modes

Real-Time Displays

  • Overview
  • Wallboards
    • Editor
    • Widgets
  • Loops
  • Supervisor View

User Management

  • Overview
  • UC Phone Licensing
  • Agent Licensing
    • No Answer Destination
    • Connected Numbers (Call Link Only)
    • Recording Modes and Options
  • Export Licensing Page
  • User Accounts
  • Account Codes
  • Busy Codes
  • Sync UC Users
  • Manage Phonebook

Contact Center

  • Overview
  • Skill Levels
  • Manage Skills
    • Routing Algorithm
    • Availability Tiers
    • Callback Strategy
  • Creating a Contact Center Skill in Xima CCaaS
    • Configuring Avaya J-Series Phone for Xima CCaaS
    • WebRTC - Route Direct To Agent
    • WebRTC Outbound DID Configuration
    • Xima CCaaS Call Routing - Direct to Skill Using XDT
    • E911 DID Selection
    • Enabling Auto Answer for WebRTC Users
  • WebRTC Integration Based On Platform
    • WebRTC Asterisk Integration
    • WebRTC WildIX Integration
    • WebRTC 3CX Integration
  • Contact Center Agent Client (CCAC) Configuration and Use
    • CCAC - Logging In and Out
    • CCAC - Ready Up
    • CCAC - Taking a Break
    • CCAC - Notes and Account Codes
    • CCAC - Viewing Your Call History
    • CCAC - Adjust Notifications
    • CCAC - View a Wallboard During a Call
    • CCAC - Missed Call Work MCW Timeout
    • CCAC - Queue Callbacks Reserve Agent
    • CCAC - Change Language
    • CCAC - Change Agent Password
    • CCAC - After Call Work Timer ACW
    • CCAC - Microphone Permissions in Browser
    • CCAC - Redialing a Call from History
    • CCAC - Interacting with Emails
    • CCAC - Starting a New Call
    • CCAC - How To Toggle DND As An Agent
    • CCAC - WebRTC Internal Calls and Assisted Transfers
    • CCAC - SMS/MMS and Webchat Threading
    • CCaaS “Xima Contact Center Client” (“Electron App”) and “Global Portal”
    • CCAC - WebRTC - Configuring Speaker and Mic Settings
    • CCAC - Call Link
      • Call Link - Require Digitpress to Connect
    • Gathering Debug Information from Chrome for Xima
    • "Reset Agent State" Option Within The Agent Client
  • Email Channel
    • CCaaS - Outlook Email Configuration
    • Building an Email Signature
    • Licensing and Assigning Agents for Email
    • Email - Last Agent Routing
  • Messaging Channel
    • CCaaS - Web Chat Configuration
      • Enabling Web Chat for an Agent
      • Canned Messages
      • Adjusting Agents’ Session Count
      • Offer When No Agents Are Logged In
      • Offer When All Agents Are Busy
      • Modifying the Invite Header
      • Modifying the Default Text
      • Adding an Email Address for Unavailable Queues
      • CCAC - Interacting with Web Chat
      • Changing an Agent's Nickname for Web Chat
    • Outbound SMS Numbers (DIDs)
    • Configuring Messaging Timeouts
    • Canned Messages for Outbound SMS
  • WebRTC Conferencing
  • Call Hub and Proprietary Features
    • Tiered Busy Codes/DND for Agents using CallHub
    • WebRTC Agent Voicemail
    • WebRTC Transfers and Conferences using CallHub

Routing Configuration

  • Overview
  • Call Routing
  • Email Routing
  • IVR
    • Components
    • Actions
    • Conditions
    • Parameters
    • SIP Header Fields
    • Call Routing Methods
  • Time of Day Profiles
  • Holiday Profiles
  • Data Dip Profiles
    • Data Dip — Web Service Connection
    • Data Dip — Using Google Sheets
  • Digit Menu Profiles
  • Manage Announcements

API Enablement

  • Overview
  • Screen Pop Integration
    • Screen Pop Integration — Salesforce CTI Plugin
    • Screen Pop Integration — Zoho
  • API Service Users
  • Data APIs
  • Action APIs
    • Web Form Callbacks
  • Web Service Integration
    • Web Service Integration — Salesforce Flows
    • Web Service Integration — Abandoned Call Callback
  • API Limits & Statuses

AI Configuration and Features

  • Knowledge Base Management
  • Build a New AI Agent Profile
  • AI Agent Tools
  • Reporting on AI Agent Activity
  • Mapping Messaging to an AI Agent
  • AI Knowledge Base Best Practices
  • Transcriptions - Custom Topics
  • Transcription Scores
  • Transcriptions - Assigning the Expected Language
  • AI Governance & Trust Overview
  • Summary: AutoQA Evaluations
    • Configuring AutoQA Evaluations
    • Reviewing AutoQA Evaluations in Cradle to Grave
    • Reporting on AutoQA Evaluations
  • Launch Pad - Overview
    • AI Insights

Admin (System)

  • SMS Numbers
    • 10DLC Compliance & Registration
    • Campaign Types
  • Email Account
    • Microsoft Outlook
    • Google Gmail
  • Recording Storage
  • Single Sign-On
    • OKTA
  • Teams Integration
    • Direct Routing Configuration
    • Linking CCaaS to Microsoft Teams

NetSapiens Configuration

  • Xima UCaaS
    • Xima UCaaS - Creating Time Frames
    • Xima UCaaS - Adding and Provisioning Yealink Device
    • Xima UCaaS - Adding and Provisioning Avaya J-Series Phone
    • Xima UCaaS - How to install the SNAPMobile webphone on Windows
    • Xima UCaaS - How to use the SNAPMobile webphone
    • Xima UCaaS - Creating a Call Queue
    • Xima UCaaS - Adding User Devices to Call Queues
    • Xima UCaaS - Creating Inbound SMS/MMS Queue
    • Xima UCaaS - Building an Auto Attendant
    • Xima UcaaS - Creating a Conference
    • Xima UCaaS - Adding a New User
    • Xima UCaaS - DID/Phone Number Routing
    • Xima UCaaS - Using the Attendant Console
    • International Calling (Including Caribbean)
  • Netsapiens Configuration
    • Configuring Netsapiens Virtual Handset
    • Outbound Calls / Callback Assist Issues Within Netsapiens
    • Required Information to Integrate Xima CCaaS with Netsapiens
    • Configuring Netsapiens Mobile App (Android)
    • Configuring Avaya J-Series Phone for Xima CCaaS
    • Routing Calls From Netsapiens Auto Attendant to Xima CCaaS
    • Routing Using Call Routing Rules (formerly Skill Routing Identifiers) in Netsapiens
    • Configuring Netsapiens with Xima CCaaS
    • Netsapiens Recording Playback within CCaaS
    • Create a Netsapiens Forwarding Rule for Failover/Registration Failures
    • Inbound SMS/MMS Configuration for Netsapiens
    • Connect to Netsapiens for Reporting and Recording Only

RingCentral — Avaya Cloud Office Configuration

  • Target Platform
  • SIP Extensions
  • RC/ACO in CCaaS
    • Call Routing in CCaaS
    • Forwarding Rule for Failover
    • Mobile App
    • Using the Auto-Attendant
    • Provisioning an Avaya J-Series Phone
    • Handling API Overflow
    • Voice Recording Playback
    • Navigating API Connectivity Issues
    • Scaling for Concurrent Calls
    • Best Practices

Metaswitch Configration

  • Routing to WebRTC Agent from Metaswitch UC System
  • Configuring Your Metaswitch Mobile App (Android)
    • Configuring Virtual Handset on Metaswitch
    • Routing Using Call Routing Rules (formerly Skill Routing Identifiers) in Metaswitch

3CX Configuration

  • 3CX Configuration
    • Configuring 3CX Mobile App (Android)
    • 3CX Configuration and Best Practices
    • Routing Calls from 3CX Digital Receptionist to Xima CCaaS
    • Routing Using Skill Routing Identifiers in 3CX
    • Routing Via DID on 3CX

Avaya IP Office Configuration

  • Connect Avaya IP Office to Xima CCaaS via SBC

Administration

  • CiscoWebEx Configuration - CCaaS
    • WebEx - WebRTC Outbound DID Configuration
  • Additional Administration
    • Disable Agent Skill Toggle
    • Emergency Call Notifications
    • Alerts and Triggers
    • Missed Call Work Timer
    • Changing Server Timezone
    • ACW I Need More Time
    • Web Chat - Base Settings
    • Configuring Logout of Skills Upon a Missed Call
    • Downloading the Admin Client (v4.2.8g+)
    • Supported Codecs for Audio Files
  • WildIX Configuration Guide - CCaaS
  • CRM Integration - Xima CCaaS
  • Supported EHR / EMR Integrations
    • EHR/EMR Demographics
  • On-Prem EHR/EMR Integration - Installing the JumpAgent Client
  • Deploying and Setting Up SRV Records in TPI Settings for CCaaS
  • Bypass CCAC Login for UC Agent Skill Availability

UCaaS Configuration

  • 8X8 Registration with Xima CCaaS
  • Xima CCaaS Embedded App on Webex
  • Alianza One (BCC) Integration with Xima CCaaS

Workforce Optimization and Management

  • Configure Service Address Links
  • Preparing Quality Management and Speech Analytics in Xima CCaaS

Recording

  • Enabling Agent Recording Review

Dialer

  • Dialer - Dialing Based on Available Agents

TROUBLESHOOTING

  • Contact Center Agent Client Logs Out Automatically
  • Calls are being blocked as SPAM
  • Missed Call in Agent's Call History, Phone Did Not Ring (RingCentral/Avaya Cloud Office)
  • CCAC on CCaaS - Potential Issues And Steps For Resolution
Powered by 

Netsapiens Configuration

This video provides a visual demonstration on how to configure Xima CCaaS with Netsapiens.

Updated 2 days ago


International Calling (Including Caribbean)
Configuring Netsapiens Virtual Handset