InterCall Online User Guide
Contents
1. InterCall PAC CODE PAC Label amp MARKETING SETTINGS Please note if no selection is made default settings will be used Notification Type Mail Welcome Packets yes O No Resend Welcome Packets Email Welcome Info yes O No Resend Welcome Info Email Secure Email Oves Ono Email System Messages OYes No Conferencing Compass OyYes No Educational Oves No Webinars Training Oves No Promotional Oves No Protect From Reset OyYes No Options Copy Assistant O Language Preference English v Email Address Change Notification yes ONo Email Format would like to receive HTML emails would like to receive text only emails would like to receive multipart emails U ALTERNATE RECIPIENT FOR MARKETING MATERIALS 3 Click Save Changes at the bottom of the form You will be asked to confirm your owner profile details If the information is correct click Continue to save your changes otherwise your updated information will not be saved View Edit Product Details To view or edit your product options and settings that are enabled on your profile click View Product Details at the bottom of the owner profile screen Your Product Details page summarizes all the features available to you as an owner and allows you to customize your preferences for your conferencing services A description of the options available with each service is provided at the end of this guide VIEW YOUR D2. SECURITY amp PASSWORDS Change Your Password amp Security Settings 0 WNER View Edit Owner Information Manage Delegates InterCall CHANGING YOUR PASSWORD i 2 3 4 Enter your current password Enter your new password Confirm your new password Click Save Changes Togs hg RD AA A a laas A aamonga m thart yr eatea Drp i es ah ts fe yr rea in ea Ss te Ss 0 Gi Change Password and Security Options Required Fields Current Password CHANGE PASSWORD New Password amp Confirm Password Save Changes CHANGING YOUR SECRET QUESTION AND ANSWER WD Enter your new secret question Enter your new answer Confirm your new answer Click Save Changes CHANGE SECRET QUESTION AND ANSWER Current Secret Question What coloris grass New Secret Question New Answer Confirm New Answer Save Changes Manage Delegates Add edit or delete delegates who have access to your InterCall Online account If you provide someone delegation rights to your InterCall Online account they will be able to schedule your calls start your calls and access your library of stored material They can also manage your account on your behalf ADDING NEW DELEGATES 1 To add anew delegate input either the first name last name or InterCall Online user name and then click Search 2 You will be provided a list of available users from your company Select the user you want and click Add Selecte
3. Cl Broadcasting El Lecture El Question amp Answer C international Link Email Confirmation O Security ia Approved Participant List Gji C Fax Confirmation M CO Password l R El Leader view El voice Talent English E Call Transcription Entire i O calmMontor Delivery Method Leader Order Normal Entry v Gg Event Services None i v i Promotion Tape Please Select 4 gf Record Playback Please Select COUNTRY NUMBER DISPLAY FOR OPERATOR ASSISTED Do Not Display these Country Numbers Display these Country Numbers Country Names Country Names Argentina om Australia gt gt Austria pee Bahamas Barbados Relerie The final product section on the Product Details page lists the web conferencing services available to you WEB CONFERENCING M Live Meeting InterCall Unified Meeting C WebEx Meeting Center InterCall Unified Meeting User Login LotusLive InterCall Unified Meeting Password F EDITING YOUR PRODUCT DETAILS 1 If needed update your product information in the sections shown above Click Save Changes 3 Verify your changes are correct and click Continue to save your changes otherwise your changes will not be saved NO Change Your Password and Security Settings To select a new password for InterCall Online or to change your secret question and answer click Change Your Password amp Security Settings within the Manage Your Account page Manage My Account
4. can be changed at any time and all the current settings for your service i e Entry and Exit Announcements and Auto Continuation If you change any of these settings they become the default for all your future calls RESERVATIOWLESS PEUS Conference code 1111111111 ae Leader Pin 1111 R Dial Out allow Leader dial out to participants ON M a Monthly Port Selection 14 25 x G Entry Announcement Entry Tone v Gi Exit Announcement Exit Tone N o Security passcode OFF v ka Quick Start OFF v ae Auto Continuation call continues after Leader disconnects ON y PAC via DTMFAtelephone keypad OFF v amp Conference Record ON v A Prompt Set English US Shortened if Continuation Allows Leader to change oe FOR auto continuation settings during call eee Global Access v E Operator Request Leader and Participants v Gii Name Record O on C Name Record changeable via telephone keypad Post Conference Emails monthly fee applicable if turned ON Yes y Sub Conferencing ON Yy Waiting Room M oNn C Configurable Personal Greeting F The following sections show the default options available for our Operator Assisted and Direct Event services Any changes made here become the default for your future calls InterCall DEFAULT OPTIONS DirectEntry MusicHold Cl NameAnnounce Cl Entry Tone Notification E Custom Scripting CO Polling CO Roca C ExitTone Notification
5. IAL IN NUMBERS The first section on the Product Details page shows the conferencing services available with your account Click View All service name Numbers to see the dial in numbers associated with that service You can select which country numbers toll free and local appear on the emails welcome email email confirmations etc by using the Country Number Display feature which appears below the feature settings for each of your assigned audio products gt Manage My Account gt View Edit Owner Information View Edit Owner Information Alison Templeton Instructions If you update your details please click Continue then confirm your new information and click Save Changes Your changes will take effect immediately CALL TYPE Operator Assisted Toll Free Reservationless Plus Toll Free Direct EventToll Free Operator Assisted Toll Reservationless Plus Toll C Direct EventToll View All Operator Assisted Numbers View All Reservationless Plus Numbers View All Direct Event Numbers Automated Toll Free E Set Automated As Reservationless F Dial Out DO Automated Toll View All Automated Numbers InterCall AUDIO AND WEB CONFERENCING DETAILS The next portion of your Product Details page shows your audio conferencing details A description of all the features is available in the Appendix The sample page below shows the options for our Reservationless Plus service including the conference code leader PIN both of which
6. Leader Last lets you join the conference after everyone else has arrived creating a formal atmosphere Leader Last is recommended for large presentations and speaking events Promotional Playback Send InterCall a tape for your participants to hear while they wait for the conference to begin A promotional tape sets the tone for your call and can provide participants with relevant information about the speaker or conference topic Conference Record Playback Replay a previously recorded conference or message at one or more scheduled times Select from CD cassette DAT Encore or micro cassette to indicate in which format the conference playback will be delivered COUNTRY NUMBER DISPLAY Select the international dial in numbers that will display on the email confirmations for your audio calls By default no countries are selected for Operator Assisted and Direct Event calls For Reservationless Plus and Automated services 23 default countries automatically display You can add more countries by selecting a country from the right hand column and moving it to the Display these Country Numbers column When you schedule your Automated Operator Assisted or Direct Event call via InterCall Online click Enable International dial in numbers in the Meeting Information section and the countries you selected will display on your email confirmation ENHANCED FEATURES Special Enunciator Customize the recording that is heard initially when dialing in
7. Owner Account Management View or update your personal account profile details and or your product feature defaults InterCall Online User Guide at any time by visiting the Manage My Account section on InterCall Online InterCall View Edit Owner Information For more information 1 To open your owner profile click View Edit Owner Information United States Manage My Account 800 374 2441 WWW intercall com SECURITY amp PASSWORDS info intercall com Change Your Password amp Security Settings OWNER Canada View Edit Owner Information 877 333 2666 Manage Delegates www intercall ca 2 View your owner profile information i e name contact details and default Project Account Code PAC To change any of this information simply update the appropriate fields OWNER INFORMATION Required Fields Prefix none RA First Name Alison Last Name Templeton Bell L Middle Initial Position Address 1 345 Topeka House Address 2 Address 3 City NY State Province NY lial Country United States x ZIP Postal Code 12345 Telephone 0001112222 Ext Alternate Telephone Ext Email _atempleton2 intercalleurope com Fax Default time zone GMT 05 00 Eastern Time US amp Canada O ASSISTANT INFORMATION west InterCall is a subsidiary of West Corporation AAP EOE Last modified on 12 21 2010
8. al pieces of information of your choice If selected add the additional requested information you desire into fields 3 and 4 o Premium Participant s first and last name phone number and four additional pieces of information of your choice If selected add the additional requested information you desire into fields 3 to 6 Lastly provide a recipient name and an email and or fax number for the report to be delivered
9. by your participants to join your call Automated unique passcode A new passcode is assigned to each of your automated calls InterCall Entry Announce Select how you want your participants joining a call to be announced Choose from the following options tone name announce name and tone or silence Exit Announce Select how you want your participants disconnecting from a call to be announced Choose from the following options tone name announce name and tone or silence RESERVATIONLESS PLUS Conference passcode The unique passcode you provide to your participants so they may join your call Leader PIN The code you enter to start your Reservationless Plus conference You may provide a custom leader PIN or leave the field blank and the system will assign a random code Dial Out Select ON or OFF to determine whether or not your participants can be dialed out to Monthly Port Selection Select the number of participant lines that your account can accommodate on your Reservationless Plus calls Entry Announcement Decide how your participants are announced when they join your audio conference call Choose from the following options tone name announce name and tone or silence Exit Announcement Decide how your participants are announced when they leave your audio conference call Choose from the following options tone name announce name and tone or silence Security Passcode Provide an added level of s
10. d User to Delegate List 3 Choose the roles for your new delegate i e My Meetings My Library or Owner Profile by choosing the checkbox in the appropriate column 4 Click Submit to save a a InterCall First Name Last Name Templeton OR User Name Delegates List Print Delegate List E First Name Last Name User Name My Meetings My Library Owner Profile Expiration Date 3 E Alison Templeton Monday E Alison Templeton Tuesday EJ E Remove s EDITING EXISTING DELEGATES All delegates that have already been selected are listed on the page with each delegate s role assignment and expiration date By selecting the checkbox beside the delegate s name you may Select or deselect role management options i e My Meetings My Library and Owner Profile Delete selected delegates Change the expiration date for all selected delegates Name Search Please use the search function to find the Delegate that you would like to view edit Search results will be displayed below Search For Owner First Name Last Name E OR User Name l Delegates List Print Delegate List E First Name Last Name User Name My Meetings My Library Owner Profile Expiration Date 3 Alison Templeton Monday l Appendix Product Option Descriptions A AUTOMATED Leader passcode The code you enter to start your call Participant passcode The code entered
11. e know who is on the call Name Announce makes it easy for you to keep track of your call s audience Polling Use the operator to survey all conference participants You determine the questions prior to the conference and participants respond using their telephone keypads Polling allows you to collect instant feedback and increases participants involvement in the call You receive a report with all responses that is organized by question and participant Broadcasting Select to have a broadcast message sent to your participants outside of your conference call InterCall International Link Connect your international participants to your conference call including links through international call centers toll and toll free access numbers and dial out options Approved Participant List Indicate which of your participants are scheduled to be on your conference and at what time during the call Only those on the list will be joined to the conference Leader View Get a private real time view of the participants on your call using this simple web based interface You can view the names of individuals waiting to ask a question and other pertinent information Leader View effectively manages investor relations and other public conferences Sub conference Allow pre selected guests to join a private discussion before the conference begins Sub conference lets you review last minute details side issues and other non publ
12. ecurity for your audio conference by having greater control over who joins You can select and distribute the security passcode for every conference you host Note This feature must be OFF if Quick Start is enabled Quick Start Select Quick Start to immediately begin your reservationless conference call by allowing your participants to enter your conference before you join and start speaking before the call officially begins Note This feature must be OFF if Security Passcode is enabled Auto Continuation This feature allows a Reservationless Plus conference to continue if you disconnect This option can be turned ON or OFF PAC via DTMF telephone keypad When enabled this feature prompts you to enter a Project Accounting Code PAC using your telephone keypad prior to starting your conference call This option can be turned ON or OFF Recorder Dial Out Conference Record Record your conference by pressing 2 on your telephone keypad This option can be turned ON or OFF Prompt Set Language Select which language the call prompts will be spoken In InterCall Continuation Use DTMF tones during a call to allow the conference to continue if you disconnect This option can be turned ON or OFF Operator request Select who can request an operator to attend your call Name record Decide whether your participants will record their name as they enter the call Post Conference Emails Keep an attendance roster of your partici
13. for your conference call Communication Line Speak with an operator outside of the main conference to convey behind the scenes information orchestrate guest speakers or give timing cues A communication line makes it easier to manage a large conference UK HK Comm Link Allows contacts from Europe or Asia Pacific to speak with an operator outside the main conference to convey behind the scenes information to orchestrate guest speakers or give timing cues InterCall Tape Recording Capture your event on a CD cassette microcassette or DAT to provide you with a high quality recording of the call for your archives For easy navigation through your recorded conference we also provide CD indexing ENCORE OPTIONS Encore Digitally record your call for those who were unable to attend it live or would like to listen again The recording is accessible 24 7 by dialing a toll free number Encore Security Code To access your Encore recording guests will be required to enter the Encore Security Code PARTICIPANT REPORT Participant Report Participants names on the line times phone numbers and up to four additional pieces of information selected by the user are captured as they dial into the conference This list is faxed or emailed to you following your call Choose a default from the following o Standard Participant s first and last name o Enhanced Participant s first and last name phone number and two addition
14. ic information Entry Tone Notification Hear a tone whenever a new participant enters the teleconference It lets everyone know that a new participant has joined or left the teleconference without interrupting the conversation Roll Call Have the operator broadcast the names of all participants who have joined the call Roll Call confirms that all expected participants are in attendance Lecture Mode Mute all guests lines during the presentation to reduce background noise allowing you to deliver your message uninterrupted Email Confirmation Double check the specifics of your teleconference You can choose to receive a confirmation of your conference details via email Fax Confirmation Double check the specifics of your teleconference You can choose to receive a confirmation of your conference details via fax Voice Talent Use screened and trained operators to provide voice over quality talent lending a professional touch to high profile conferences Voice Talent is beneficial for media facing events or conferences hosted by your firm s upper management Custom Scripting Craft a special message for a welcome statement Q amp A session and or closing comments Your script is read by the operator during your conference Custom Scripts offer you another way to personalize your calls Exit Tone Notification Hear a tone whenever a new participant enters or exits the teleconference It lets everyone know that a new participant has j
15. oined or left the teleconference without interrupting the conversation Question amp Answer Give your participants the opportunity to ask questions during the conference Participants indicate that they have a question using their telephone keypad while the operator manages the question queue in a professional and orderly fashion Security You can prevent additional participants including the operator from joining the conference by pressing a command on your telephone keypad Conference Lock gives you the freedom to discuss confidential information in a InterCall secure environment Selecting this feature will alert the operator to review the Conference Lock function with you prior to being placed into your conference Password Participants must provide the operator with the pre determined word or code you provide in the Password field to join the conference Call Transcription Receive a written record either electronically or in hard copy of what was said during the conference Transcriptions are helpful for identifying sound bytes and quotes for post event press releases Choose to transcribe the entire call or just the Q amp A session We provide several different delivery options to fit your specific needs Leader Order Entry Create a friendly atmosphere for the conference by joining the conference before your participants It gives you the opportunity to greet participants as they enter the call Alternatively
16. pants with an email record of which participants were on the phone and or web Also keep track of your total conferencing minutes to anticipate your call s budget A monthly fee is applicable if this option is turned ON Sub conferencing Allow pre selected guests to join a private discussion during your conference call Sub conferencing allows you to discuss side issues and other non public information This option can be turned ON or OFF Waiting Room Have your participants placed on music hold until you are ready for them to join the conference call This feature is helpful when you have two back to back conferences scheduled with two different groups This option can be turned ON or OFF Allow Multiple Leaders Pre select participants to have access to your keypad commands This option can be turned ON or OFF Personal Greeting Record a personal message to be played before the participant is placed into your conference Monthly charges apply OPERATOR ASSISTED AND DIRECT EVENT OPTIONS DEFAULT OPTIONS Direct Entry Select Direct Entry to quickly join an audio conference It allows participants to immediately enter the conference and start speaking before the call officially begins Music Hold Place participants on music hold until the teleconference begins Music Hold creates a formal atmosphere for the conference Name Announce Have participants names announced by an operator as they join the conference letting everyon
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