PA Express

1
Panasonic Phone Assistant CTI Application Suite
CTI Computer Telephony Integration
2
Topics

• Introduction
• Phone Assistant Feature Highlights
• Phone Assistant Express/Pro
• Phone Assistant Manager
• Phone Assistant Status Feature Highlights
• Phone Assistant Status Express/Pro
• Phone Assistant Manager
• Licensing
• Express (Bundled Version)
• Pro Trial mode
• Pro (Licensed) Version
• Option Modules
• Ordering
• Support contact

3
What is Phone Assistant?
Phone Assistant is a suite of intuitive
PC-based productivity software applications that
converges telephony with screen based presence,
availability, and a variety of collaboration
applications to simplify and enhance real-time
communications for business users. Phone
Assistant applications combine the power of the
Panasonic KX-TDA PBX together with personal
computers - enabling enhanced personal, team, and
business productivity.
4
Why Customers need applications ?
Current Market Situation

• Applications have become the No.1 Value-added
  reason for business to Invest in PBX telephony
  systems.
• Key to our future success is applications
• Add VALUE to PBX Sales and reposition as an I.T.
  Solution.
• Deliver End User PRODUCTIVITY gains to increase
  R.O.I
• Allow business decision makers (managers,
  supervisors, etc) to use the applications to
  enhance business PRODUCTIVITY
• Deliver Admin/IT manager PRODUCTIVITY tools to
  maintain their investment (PBX) in-house
• CONVINCE IT Managers that the System is I.T.
  Friendly.

5
Phone Assistant Productivity Suite
Enhance PBX and End user Productivity
Pro
Express
End User
Enhanced Productivity
Supervisor
Office
IT Manager
6
Phone Assistant Solutions

• Phone ASSISTANT End User
• To make it easy to take receive calls for user
• Phone Assistant Pro (Purchasable)
• 60 Day Trial Version (PBX Bundle)
• Phone Assistant Express (PBX Bundle)
• Phone STATUS Manager/Team Leader
• To make it easy to take receive calls for teams
• Phone Status Pro (Purchasable)
• Phone Status Express (PBX Bundle)
• Phone MANAGER. IT Manager (PBX Bundle)
• To make it easy to manage simple program tasks

7
Phone Assistant Series

• Express Mode Feature Highlights

Phone Assistant (Express Mode)
8
Phone Assistant Express
To sell PBX productivity to empower End User.

• Key Benefits
• View Colleagues online presence and telephone
  status
• Absent Message
• I want to wizards for easy access to PBX
  features
• e.g. Forward, DND, etc
• Simple and intuitive point n click call control
• View and Dial from PBX extension directory/speed
  dial list
• Dial from user created contact lists
• Get reminder of missed calls
• View, search or sort call history
• IP camera integration and control
• Conference room (participator)
• Doorphone and IP camera integration
• Message Waiting
• Call Pick-up/Recording

9
Online Presence and Status
Improved Efficiency

• Set your own online Presence to inform colleagues
  that you are either available, will return soon,
  gone home, in a meeting, in conference, urgent
  only, not at my desk, or add a custom message.
• See colleagues online presence and telephone
  status before you make calls.

10
Absent Message follows presence
Better Integration

• PA users can display absent message that will be
  displayed on their telephone when they are away
  from their desk. Users can type their own absent
  messages.

11
I want to wizards
Simple and Intuitive

• I want to wizards ideal for new users. The
  following wizards are available
• I want to
• Change my phone forward settings
• Change my do not disturb settings
• Open call control
• View IP camera
• Edit my contacts
• Look at history
• Change my options

12
Call Control
Simple and Intuitive

• Once a call has been established, this displays
  easy to use call control functions. These
  functions include
• Put call on hold
• Screened transfer a call
• Hang-up the call
• Blind transfer a call
• Record the call

13
Door phone and IP Camera Integration.
Better Integration

• Panasonic IP cameras can also be integrated with
  a door phone. When a door phone call is answered,
  the IP camera tab opens and video from camera
  feed is displayed.
• A door-opener can be controlled from this tab at
  the press of a button.

14
Call History Search
Added Value

• History log entries can be searched via text
  input box located on History tab.
• Call history log entries can be searched by
• number,
• date,
• time,
• length of call

15
Contacts and Directories
Easy to use

• PBX System Speed Dial directory is available.
  These are labeled as Phone Directory. The list
  can be sorted for easy access.
• Contacts from speed dial lists can be added to
  personal contact list via Drag Drop.

16
Message Waiting
Easy to use

• Busy users can be left a Message Waiting
  Indication to alert them that they were being
  contacted.
• When clicked, the Message Waiting Icon opens up
  to reveal extension number of caller. The option
  is given to Call Back or delete the message.

17
Call Pick-up
Easy to use

• Calls coming in to Busy extensions can be
  picked-up at the press of a button.

18
Call Recording
Easy to use

• Calls can be recorded directly to Voice mail at
  the press of a button. Panasonic TVM Voice
  Mail required.

19
Phone Assistant Series

• Pro Release Feature Highlights

Phone Assistant (Pro Mode)
20
Phone Assistant PRO (ver 1.1)
To sell powerful productivity tools, empower End
User.

• Phone Assistant Pro has the same features as
  Phone Assistant Express with many new and
  improved features.
• Improved
• Conference room (initiator)
• Maximum128 Phone Assistant Users
• Call History unlimited with search
• 100 groups in contact list
• New
• Microsoft Outlook Integration
• IP Softphone Module
• Model dependant

21
Call History (unlimited) with Search
Add Value

• The number of history log entries that can be
  viewed is only limited by available PBX call
  data.
• History log entries can be searched via text
  input box located on History tab.
• Call history log entries can be searched by
• Number,
• Date,
• Time,
• Length of call

22
Contact List Groups
Easy to use

• PA contact list can be sorted into groups. Preset
  groups include
• Business,
• Private, and
• All contacts.
• Users can create and name new groups.
• A total of 100 groups can be defined by users.

23
Outlook Integration
Add Value

• Microsoft Outlook contacts can be integrated into
  Phone Assistant. The contact details appear under
  contacts tab.
• Once MS Outlook contacts are linked, users can
  dial any Outlook contact from Phone Assistant.

24
IP Soft phone Module (KX-N9101X)
Remote/Home worker

• IP Softphone is an additional module that can be
  installed as a plug-in module.
• Users that have the module installed can make
  calls directly from the softphone without the
  need of a physical phone.
• The users laptop acts as an IP phone and a
  built-in Dial pad allows for easy dialing.
• Requirements
• Mic/Headset required on PC
• TDA PBX with IP EXT16 Card
• PC connected over IP Network

25
Phone Assistant Series

• Express Release Feature Highlights

Phone Assistant Status (Express Mode)
26
Phone Assistant Status Express
To sell PBX productivity to empower End User.

• The Status application works as a plug-in for
  Phone Assistant
• Key Benefits
• Provide Team Leaders/Supervisor powerful Tools
• Monitor Team in Real-time
• Monitor Call history of Individual and Team
• Barge-in to calls
• Take-over calls
• Call History Search (last 10 calls)
• Reporting (sample)
• Export Call log to CSV file (last 10 calls)

27
Real Time Monitoring
Better Integration

• Selected extensions are monitored by the
  supervisor and call details are displayed in the
  information panel
• Call Status
• Online Presence
• Direction of call Inbound/Outbound
• Caller ID details
• Call duration
• Status duration

28
Barge-in Calls
Barge-in to selected calls

• Supervisors can Barge-in to selected monitored
  calls.
• Provide assistance to Team Member
• A Conference Call is setup allowing supervisors
  to communicate with all parties.

29
Take Over Calls
Take Over to selected calls

• Supervisors can Take Over selected monitored
  calls.
• Provide assistance to Team Member
• Selected call is removed from the internal user
  (e.g. new employee) and transferred to the
  supervisor.

30
Call History Search
Add Value

• History log entries fort he last 10 calls can be
  searched via text input box located on History
  tab.
• Call history log entries can be searched by
• Number,
• Date,
• Time,
• Length of call

31
Reporting
Add Value

• A limited report (last 10 calls) of a selected
  extensions call history is displayed within the
  report tab.

32
Export Call Log to CSV
Add Value

• Limited history report data (last 10 calls) can
  be exported as CSV file to use with external 3rd
  party report software

33
Phone Assistant Series

• Pro Release Feature Highlights

Phone Assistant Status (Pro Mode)
34
Phone Assistant Status Pro (ver 1.1)
To strengthen PBX argument and help sell
PBX. Target Empower Supervisor / Manager / Team
Lead

• The Status application works as a plug in for
  Phone Assistant
• Phone Assistant Status Pro has the same features
  as Phone Assistant Status Express with many new
  and improved features
• Improved
• Monitor ALL users in Real-time
• Unlimited Call history of all users with search
• Built In Basic Reports
• CSV Export for Report
• New
• Listen in

35
Built-in Basic Reports
Add Value

• A basic report of a selected extensions call
  history is displayed within the report tab.

36
CSV Export for Reports
Add Value

• Basic history report data can be exported as CSV
  file to use with external 3rd party report
  software

37
Listen-in
Add Value

• Supervisors can listen-in secretly to monitored
  calls.

Call Monitoring is subject to country law and
best business practice
38
Phone Assistant Series

• Feature Highlights

Phone Assistant Manager
39
Phone Assistant Manager
To strengthen PBX argument and help sell
PBX. Target Empower Administrator or IT manager.

• Key Benefits
• Browser based administration Tool
• Ideal for System Administrator to manages
  most common PBX System and Extension features
• Program settings for each user
• Remote extension lock
• Flexible key assignment for each phone

40
Phone Assistant Manager
User Settings

• Key System settings
• Key Ext Settings
• Speed dials
• ARS
• Time/date
• Class of Service/Restriction

41
Product Line-up

• License Options

42
Phone Assistant Licensing

• CD is included with all Panasonic
  KX-TDA30/100/200/600 PBX products
• From this CD, software can be installed as
  follows
• PA PRO mode
• Full Phone Assistant Pro feature requires 1
  license per user
• Licenses available as 1, 5, 10, or 128 user
  license packs
• For customer to trial Phone Assistant, they can
  choose either
• PA PRO Trial mode
• Full Phone Assistant Pro feature time limit for
  60 days from date of installation
• Upgrade with License purchase for future use
  -required after 60 days
• Once a PA PRO license is installed the trial
  mode ends, even if the license is installed
  before the 60 day expires.
• PA Express mode
• Phone Assistant Express -limited features with no
  time limit on use
• No License required
• PA Trial Express Versions can be upgraded to
  Full version

43
Licensing Capacity
44
Phone Assistant -Making Computer Telephony
Integration ..Easy