Boost Phone Call Efficiency with 3CX Wrap-up Codes: Streamline, Classify, and Optimize
In your endeavor to enhance phone call productivity, consider the invaluable assistance of 3CX Wrap-up Codes. These tools facilitate real-time categorization and analysis of call purposes and outcomes with ease. You can simply choose from a predefined list of codes to accurately label each call, regardless of your department, be it support or sales.
When you make or receive a call, a user-friendly pop-up menu appears, enabling you to select the most relevant code that matches the call’s goal. For instance, support teams can use codes like “Installation Issue” or “Hardware Problem” for categorization. Sales teams, on the other hand, may find “Follow-Up” or “New Leads” codes helpful for efficient tracking.
The implementation of wrap-up codes, also known as disposition codes, simplifies the process of classifying and monitoring call purposes and outcomes. During a call, a pop-up menu offers a choice of established codes. For support teams, it’s a quick selection of codes like “Installation Issue” or “Hardware Failure,” while sales teams can easily tag calls as “Follow-Up” or “Lead.” This tracking system provides valuable insights into time management, empowering you to refine your business processes with precision.
Why Choose 3CX Wrapup Codes? #
|DETAILED CALL DOCUMENTATION
|Record thorough notes about each call’s purpose and final outcome, ensuring accurate information is readily available. Keep tabs on every call, both incoming and outgoing, to know exactly what happened.
|CUSTOMIZE YOUR CODES
|Tailor your own codes to match your unique requirements effortlessly and choose from a predefined list of codes during calls, classifying purposes or results with ease.
|Efficiently categorize and track calls, allowing for streamlined organization and effortless retrieval of call data.
|ANALYZE TIME ALLOCATION
|Gain valuable insights into how your team spends their time during calls, enabling better time management and analysis.
|DATA-DRIVEN DECISION MAKING
|Optimize business processes and make informed decisions using comprehensive reports on call classifications and outcomes.
|BOOST AGENT PERFORMANCE
|Monitor agent activity to identify top performers who excel at capturing leads or closing sales.
Before installing ‘3CX Wrapup Codes’, you need to ensure that your computer meets the minimum requirements mentioned below:
- 3CX Version V20 (Windows Only)
- Windows 10 or above / Windows Server 2012 or above
- Internet Information Server (IIS) 7.0 or above
- .Net 4.7.2 or above
- Port number 7750 opened on your device.
When installing IIS, be sure to install Basic Authentication, .Net Extensibility, and ASP.Net 4.X
Installation overview #
|You can order 3CX Wrapup Codes online at https://www.voiptools.com. Your order confirmation email will include your license key and a link to download the software.
|INSTALL 3CX WRAPUP CODES
|This User Guide contains step-by-step instructions to successfully install 3CX Wrapup Codes. Begin by extracting the installer from the downloaded zip file (Step 1 above), then run the setup program named WrapupCodesInstaller.exe
Step By Step Installation Procedure #
The following section guides you through a detailed walk-through of the installation process:
Step 1: Download 3CX Wrapup Codes #
Find the software download link in the Order Confirmation Email, or you can download the application by following the procedure,
- Open your browser and go to the VoIPTools official website or click here to get redirected to the website.
- Search for the Wrapup Codes Server Application and click the Download button to download your application.
Step 2: Start the Installation #
- Click the downloaded installer executable to start the 3CX Wrapup Codes (Client) setup wizard.
- View the installation folder in the Select Installation Folder window. You cannot change the installation path.
- Click Next to continue.
- In the Ready to Install window, click Install to start the installation of the ‘3CX Wrapup Codes (Client)’.
The application installation progresses. This may take several minutes to complete.
- Once the installation is complete, check Launch 3CX Wrapup Codes (Client) check box and then click Finish. The 3CX Wrapup Codes (Client)configuration screen opens. If you want to simply close the installer without opening the configuration screen, then simply uncheck Launch 3CX Wrapup Codes (Client) check box and then click Finish
Wrapup Codes as Hidden Icon in System Tray #
Once you start the ‘3CX Wraup Codes’ application, the ‘wrapupcodes service’ starts and the application will be available as a hidden icon in the system tray. From here, you can:
- Configure settings for the desired agent so that the agent will get a popup that enables them to wrap up the call whenever the call is answered.
- Attend the call and select the desired wrapup code.
- Add notes for wrap-up code.
- Exit from the application so that the application icon no longer appears in the system tray.
The Wrapup Codes Client starts automatically when you start your device. You can access the application from the hidden system tray.
- On the right-hand side of the Windows taskbar, and in the notification area, click to open the system tray and view the 3CX Wrapup Codes icon.
- Once the ‘wrapupcodes’ service starts, open the system tray and right-click on the 3CX Wrapup Codes hidden icon to view the options.
Global Settings #
- On the right-click menu, click Global Settings.
- In the Global Settings dialog box, and in the Agent Extension field, enter the extension of the agent who will attend the calls.
- In the FQDN field, enter the ip address of the server in which ‘Wrap-up Codes – Server’ is installed.
- In the Port field, enter the port number of the ‘Wrap-up Codes – Server’ application. If you want to select Protocol as HTTP then the default port no. is 7752. If you want to select Protocol as HTTPS then, enter the port number which you have associated with HTTPS in ‘Wrapup Codes Server’.
If you are not connected through office vpn network then, ensure the following:
- Enable the 7752 port in the firewall where the server application is installed to avoid connection interruption between the client and server applications.
- Enable 8800 relay port in firewall where the server application is installed so that the application recognizes where the user answered the call or not.
- Check Show popup for internal calls check box if you want to receive internal calls as well i.e. calls within extensions or uncheck the check box if you want to receive only external calls. By default, the option is unchecked.
- Click the Test button to test connectivity 3CX Wrapup Codes with the database.
You cannot save the settings when the test fails.
- Click the Refresh button to refresh the codes created in the 3CX Wrapup Codes Server web application.
- Click Save and in the Success message box, click OK.
- On the right-click menu, click Exit to stop the wrapup codes service, and then again on your desktop, click the application icon to restart the service.
Agent History #
- On the right-click menu, click Agent History.
- The Agent History screen displays current-day agent history details of the agent whose extension is configured in ‘Global Settings’ page.
- To add/edit notes, in the Notes field of the respective record, enter desired information and then click Save.
- To edit code, from the Codes dropdown list of the respective record, select desired code and then click Save.
You can edit only ‘Notes’ and ‘Codes’ data in ‘Agent History’ screen.
- On the right-click menu, click Show.
- The Wrap-up Codes dialog box displays the list of all the active wrapup codes.
Associate Wrapup Code to a call: #
Follow the procedure to associate a wrap-up code to a call.
- When a customer calls, click the Answer button.
- In the Wrap-up Codes dialog box, the Current Call section displays agent call details like agent name, agent extension, call time, call duration, call queue, and customer phone number.
- In the Codes section, select the appropriate code that best suits the call interaction.
- In the Notes field, enter the notes for the call interaction.
- Click Save to associate the wrapup code and notes to current call. Saved Successfully message appears.
- If you update and save again (without closing the ‘Wraup-up Codes’ dialog box), the Updated Successfully message appears.
If you do not select any code and click on Save, the ‘3CX Wraup-Codes’ will not save the information.
The call interaction data which you update and save in client application will be reflected in the ‘Reports’ tab of server application. Only users with ‘Manager’ role can access the ‘Reports’ tab
CALLER #Name of the caller (3CX fetches the information automatically)
|The number dialed by the customer (our number)
Date & Time of the current answered the call
AGENT #Name of the agent who answered the call, and the extension that is configured in ‘Settings’ dialog box
|Duration of the current answered the call
|Name of the Queue that the Agent belongs to.
|The number dialed by the agent (Outbound Call)
|Job ID that is fetched from Power Dialer when the ‘Wrapup Codes’ is integrated with it
|The first and last name of the contact that is saved in the ‘Contact Tab’ of ‘Power Dialer’
- Click Exit to stop the wrapup codes service. Once the application is closed, the 3CX Wrapup Codes icon no more appears in the system tray.
- Click About to display details like application’s current version.
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