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Email Overview

Written by Keith Winhall

Updated at May 30th, 2025

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Table of Contents

Email Module Overview Types of Email Handling in UCS 1. Background Email 2. Foreground Email Essential Components for Email Functionality 1. UCS Email Server 2. Email Account 3. Email Rules

Email Module Overview

The Email Module in UCS enables the handling and distribution of email messages within a contact centre environment. It ensures efficient routing of emails, response-time monitoring, and automated replies for receipt acknowledgements or self-service requests.

✔ The Email Module must be licensed and enabled in the UCS Management Console.

Types of Email Handling in UCS

1. Background Email

  • Agents are notified of incoming emails via an external email client (e.g., Outlook Express).
  • Agents must open the email externally to view and respond.
  • Voice calls continue to be routed to the Agent while handling email.
  • Agents must have a valid email address.

2. Foreground Email

  • Agents are notified via the Agent application Client.
  • Emails can be opened and replied to directly within the UCS Client.
  • Emails are presented in HTML format (supporting images, editing options, and attachments).
  • Voice calls and other emails are paused while the Agent is actively handling a foreground email.

✔ No difference in routing rules exists between Foreground and Background email handling.

Essential Components for Email Functionality

1. UCS Email Server

  • Stores configuration details for linking to a real email server.
  • Typically, one UCS Email Server exists, but additional UCS Email Server links can be created for multiple servers.
  • Managed directly by Cirrus.

2. Email Account

  • Acts as the starting point for incoming emails.
  • Functions similarly to a Starter for call handling.
  • Each public-facing email address used for customer interaction must have its own Email Account.

3. Email Rules

  • Defines routing criteria for emails.
  • Emails are directed to agents based on configured rules.
  • Multiple rules can be created for each Email Account.

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