Intellilink™

Agent Programming
Instruction Manual

					Table of Contents

Subject									Page

Agent Access Introduction. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .  	1

General Setup. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 	1

Login to System. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 	1

Keystrokes commonly used. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .  	2

Activating a Unit. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 	3

Reconnecting a Unit. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 	4

Suspension of a Unit. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 	4

Changing a Unit. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 	4

Pager Swap. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .	4

Test Page a Unit. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .	5

List Available Capcodes. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .	5

List Available Phone Numbers. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 	5

List Billable Inventory. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 	5

Customer Account Information. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .	5

Change Login Password. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .	5

Logging out of System. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 	5

Helpful Hints on Agent Access. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .	6

Information in this document is subject to change without notice.  No part of this document may be reproduced or transmitted in any form or by any means, electronic or mechanical,  for any purpose, without the express written permission of Intellisoft Corporation.
Under no circumstances, may this copyright notice be removed from this document at any time.

© 2000 Intellisoft Corporation. All rights reserved.  Intellisoft is headquartered at 8280 NW 27 ST.  STE 515, Miami, Fl, 33122.

Intellilink Agent Access is a registered trademark of Intellisoft Corporation.

Agent Access Introduction

Welcome to the Intellilink Direct Connection Agent Access interface.  The objective of this manual is to help you understand how to program a pager unit with the Agent Access system and the use of a computer, modem, and basic communication software package.  You will be able to quickly activate, disconnect, modify, and reinstate service on any pager unit assigned to your account.  

General Setup

The following are required for gaining access into the computer agent interface system:

1.  Any personal computer (IBM compatible system recommended).

2.  Any standard modem. (we recommend an external modem with no less than 28kbps transfer rate)

3. The communications software package which allows you to interface with the Agent Access system.  This software may vary depending on whether your carrier chooses a web based or direct dialup method of communication.  Please contact company regarding this aspect.

 4. An open phone line in your business to connect to the modem.  Do not use a phone line with call waiting or third party calling as this may disrupt communication with modems.  Sharing your fax phone line with your modem is generally a good idea for average use of the Agent Access system and can accomplished by purchasing a simple phone duplex at any electronics store.

Accessing the System

To begin your connection with the Agent Interface system,  setup your communication software to dial the following number and/or IP Address:

_______________________________________

After dialing the computer, you should hear a series of tones and shortly afterwards see a message welcoming you to the Agent Access system.

Security Login to Agent Access

After establishing connection to the system,  you will be prompted for your personal login information. 
The Agent Access Software will require two sets of codes in order to gain access to the system.

At the prompt “Account Number”, type the following: 	____________________

At the prompt “Password”, type the following:		____________________

If successful, the system will display the Main Menu of the Agent Access system and you will be into the pager programming system.

Keystrokes Commonly used in Program

The Agent Access program can be used with a mouse or keyboard commands.  It is more efficient to use the keyboard whenever possible.   The following are a list of the only special keystrokes used within the program.

<Enter>				This key is used to confirm an entry made on most search fields.

<Esc>				This key is used to back out of a chosen menu item.

<Tab>				This key is used to move from one field to the next field on the form.

<Shift><Tab>			This key is used to move back to the previous field on the form.

<F10>				This key will exit the program immediately anywhere in the program.

Program Pager Menu 

This is the first item on the main menu of the Agent Access and is where all pager programming features takes place.  By choosing “1” from the Main Menu,  you will be taken to a menu list of options that will allow you to do pager activations, suspensions, reconnections, programming changes, swaps and test pages.

We will now explain each of these menu options in detail.

Activate Unit

This option is used for activating service on a new pager unit.

In order to begin the programming of a new unit, you must already have the pager frequency and capcode that you will use for the pager.  You will not be able to go any further until both of these values are entered and have been confirmed as belonging to your account.

The following fields are your programming options:

Primary Phone Number	This will be your main phone number for the unit.  Please specify whether you want the system to find a phone number based on a phone pool (i.e. Calling Area) or whether you want a specific phone number to be activated.  Please check with your carrier for valid geographic phone pool values to choose from.

Additional Phone Number	These next two fields are identical to the primary phone number and is used  then the customer desires multiple phone numbers on the same unit.

Capcode Address	Also known as a pager function code,  this is generally used to make a pager unit tone differently.  Valid values usually range from 0 to 7. It is best to leave this field blank for most types of pager programming. 

Coverage Region	This field determines the geographic area that will be covered when a page is sent.  Please check with your carrier for valid coverage regions values to choose from.

Pager Format 	This field determines the pager format (also known as baud rate) of the pager unit. Press the down arrow or click on the drop list to view your available choices. 

Message Class	This field determines the type of pager service being requested (i.e. Numeric, Alphanumeric, Tone, or Voice).  Press the down arrow or click on the drop list to view your available choices.

Voice Mail Type	This field refers to an optional voice mail package that may be programmed on the pager unit.  Press the down arrow or click on the drop list to view your available choices.
 
Voice Mail PIN	This field refers to the personal code used to retrieve the voice mail messages.  This may not be applicable to all paging terminal systems.  Please check with your carrier regarding the use of this field.

Special Instructions	This field is used for special purposes and should usually be left blank unless otherwise instructed. 

Once all the fields have been programmed properly, mouse click or press <Alt><S> on the Submit button for programming.  If all goes well, the cursor will jump to the top of the form and the new phone number(s) will appear on top.

Reconnect Unit

This option is used for reconnecting service on a pager unit that was previously suspended from service.

1.	Enter the phone number you wish to reconnect at the “Phone Number” prompt.

2.	Press <Enter> or mouse click on the Search button for the system to retrieve the unit information.

3.	Press <Enter> or <Alt><S> or mouse click on the Submit button to accept changes.

Suspend Unit

This option is used for temporarily or permanently suspending service on a pager unit.  

1.	Enter the phone number you wish to suspend at the “Phone Number” prompt.

2.	Choose from the drop list whether you prefer to temporarily or permanently suspend the unit.  Temporary suspension is still billed to the agent, but guarantees the retention of the phone number.

3.	Press <Enter> or <Alt><S> or mouse click on the Submit button to accept changes.

Change Features

This option allows you to make programming changes to an existing pager unit.  Some examples might include changing phone number, voice mail options, pager formats, coverage regions,  or even the capcode.

At the “Phone Number“ prompt (located top of screen), enter the phone number of the unit that requires changes.  Press <Enter> or mouse click on the Search button to begin making changes to the unit.
  
The system will now step you through the programming fields mentioned earlier in the “Activate Unit” section, and allow you to change the values by typing over the existing information with new information.  
When completed with all programming changes, press <Alt><S> or mouse click on the Submit button to accept changes.

Pager Swap

This option allows you to exchange programming between two units on your account.  This is primarily used when you desire to move a phone number to a new unit (e.g. loaner pager for customer, upgrade of pager unit, etc.).  
 
1.	At the “Phone Number 1“ prompt (located top of screen), enter the first unit’s phone number. 
2.	Next, at the “Phone Number 2” prompt, enter the other unit’s phone number. 
3.	Now press <Enter> or mouse click on the Search button to retrieve the pagers information.
4.	Press <Enter> or <Alt><S> or mouse click on the Submit button to accept changes.

Test Page

This option will send a test page to the phone number you desire.  

1.	Enter the phone number you wish to test page at the “Phone Number” prompt.
2.	Now press <Enter> or mouse click on the Search button to retrieve the pagers information.
3.	Press <Enter> or <Alt><S> or mouse click on the Submit button to test page the unit.

Available Capcodes

This section from the Agent Access Main Menu allows you to view capcodes that have been assigned to your account for programming purposes.  This will make it convenient for you to find a capcode quickly when a pager unit is needing to be programmed and your personal records of available capcodes are not up to date.
Note:  This feature might be restricted from use in the Agent Access System.

Available Phone Numbers

This section from the Agent Access Main Menu allows you to view a list of available telephone numbers within a certain phone prefix.  This is useful when you are trying to find a special number for a customer.
Note:  This feature might be restricted from use in the Agent Access System.

Lookup Inventory

This section from the Agent Access Main Menu allows you to view all pager units that are currently being charged to your account.  
Note:  This feature might be restricted from use in the Agent Access System.

Account Information

This section from the Agent Access Main Menu will give you up to the minute accounting information at your fingertips.  A secondary password may be needed in order to view this section.  Please contact your paging company regarding entry into this section.
Note:  This feature might be restricted from use in the Agent Access System.

Login Password

This section from the Agent Access Main Menu allows you to change your login password as often as you desire.  For security reasons,  you should change your password once every couple months. 
Note:  This feature might be restricted from use in the Agent Access System.

System Logout

To properly exit the Agent Access system,  choose the menu item.

 
Helpful Hints when using the Agent Access System

When interacting with the system,  do not leave the program unattended for too long a period.  The system will eventually exit automatically after a long duration of inactivity on the system.
 
Also, An external modem is highly recommended for use with the system because it can help identify phone line problems easier than an internal modem.  The OH and CD labels on the front panel of an external modem helps dramatically in troubleshooting communication problems.  OH signifies off-hook and tells you the modem has picked up the phone for calling.  CD signifies carrier detect and tells you that your modem is properly communicating with the Agent Access system.  When the Agent Access system seems to not be responding, just look at your modem lights to determine if you are still connected.  Many times the problem of interrupted connections on the Agent Access system involve a shared phone line in your business or call waiting/third party calling options on your phone line.

End of Documentation.