>Looking at all the docs I can find Asterisks looks like it should be
>able to do the job and a whole lot more.

>This is for a small call centre so ideally we want all the features of
>an average call centre, ACD, Call Recording, Queue's etc etc.

>Any pointers on how to get started would be most helpful.

>Peter.
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(sorry this is so long)

Peter, 

I figured that I would chime in, as I run IT and am a managing partner of a 
small call center based on Asterisk and I think that my experience will be 
helpful (hate to beat a dead horse)...

Asterisk can definitely do what you need, so I am not going to talk about that 
any further.  I wouldn't waste my time with anything else.

I would strongly recommend either of the two following methods to get started, 
with the deciding factors being time and money.  There are lots of factors that 
will sway this argument, such as the complexity of your workflow, CTI needs, 
etc., but those time and money are the biggies.  You also have to carefully 
weigh your support requirements, uptime, and your desire to manage a phone 
system.  Asterisk doesn't have to take that much work once it's installed and 
tuned, but it will require some maintenance.  You will need to evaluate whether 
or not you want to take on that maintenance role or whether you want to pay to 
have it done for you.


Method 1: A professional installation by a Digium Certified Asterisk 
Professional. 

It will cost you some money, how much depends on your needs and how clearly you 
articulate them.  There are lots of great people out there that can help you 
get EXACTLY what you want and design a system that will grow with your 
business.  Call Digium for recommendations, or reply to this with your contact 
info and we can talk off list (I'm not trying to sell anything, but I have some 
people that I can recommend).  This can be a great option for a solid Asterisk 
system with good support and reliable operation with little maintenance.
        
There's a couple different approaches to this method- managed and developed 
with support.  Managed is where the team that developed the dialplan and 
asterisk environment for you manages the system for you as well for a recurring 
support fee.

Drawbacks to this method:

A. You will have to find a good vendor that will charge fairly and deliver on 
their SLA (always get an SLA with enforceable penalties).  This isn't that 
tough, but it's important.

B. The recurring support costs can eat into your budget quickly

C. This will take some time to develop properly, and for simple environments it 
may be overkill.

D. Adds/changes/ and deletes can be costly as well.  This can be mitigating by 
communicating the need to accommodate staff turnover with a user maintainable 
system.  


Method 2: Get a distro, install it, be dialing in about 8 hours or less (the 
route that I took when we started).  

This method is by far and away the easiest, cheapest, 
get-it-up-and-running-consequences-be-damned method.  You will take less time, 
effort  and money to get going like this than any other way I know of.  If your 
call flow is simple to moderately complex, this is the way to go in my opinion. 
 The FreePBX distros (Trixbox, AsteriskNOW [I think], Elastix, etc) all are 
very well put together, and will do everything that you listed in your original 
message and then some.  Of the distro's, I would probably either go with 
AsteriskNOW or, if you are up for a little more setup work, FreePBX on it's 
own.   


Drawbacks to this method:

A. I can't speak for others, but I found that the configuration engines have 
their limitations when it comes to call centers.  They simply weren't designed 
to do some of the specific things that we needed to do as we grew.  This 
doesn't mean that they wont do everything you need though, each case is unique. 
 They were fine for us in the beginning, but as our business grew so did our 
specific needs, and we outgrew these solutions.  There is nothing wrong with 
that if you understand from the outset that you may have needs that aren't met 
in the future.  These distros have to factor in the needs of their respective 
communities, and what may be good for one organization might not be good for 
others.

B. Troubleshooting issues can be more complex as you start to understand 
Asterisk and increase your level of sophistication.  I had a hard time 
troubleshooting FreePBX until I understood it's dialplan more, and it made 
troubleshooting complicated as I didn't fully understand the call flow through 
it's dialplan. The more you work with it, the easier it gets, but there can be 
a learning curve. 

C. Integration with other vendor's products can sometimes be a challenge if 
they don't already support your configuration GUI.

D. You cannot, no matter what anyone tells you (I know this to be cold, hard 
fact), modify the built in dialplan of FreePBX.  When you upgrade, or even 
reload sometimes, you will wipe your changes.  You can add to it, request 
modifications, etc, but you cant open VI and change the dialplan.  That's not 
always a bad thing, but it's something to be aware of.  


My Experience:
Our company is a year and a half old, and we started the entire company with a 
$71,000 capital investment- that's servers, terminals, switches, phones, desks, 
chairs, etc.  That initial investment got us 5 desks and 16 cubicles.  We just 
hit the 32 person mark, with 26 of them call agents.  We will be adding another 
10 agents in the next 90 days.

I started with Elastix, moved to just FreePBX, and am currently beta testing my 
own dialplan/asterisk configuration.  I moved off Elastix due to the fact that 
it had so many other things running on it, and at the time the Openfire module 
had a memory leak that was consuming more resources than I had hoped for.  It's 
a great distro, very easy to use with a lot of features, however that issue had 
me convinced that I needed more separation of services.  FreePBX on it's own 
has served us well, however I am needing things such as more detailed CDR's, 
more advanced call flows, and a more customized hotdesking solution than what 
it can provide natively.  That is why I am testing our first customized 
dialplan in production, which will probably roll out here in a couple weeks.

With the new dialplan, I now have LDAP integration with an abstraction between 
phones and users, leveraging our Active Directory infrastructure (we are 
getting rid of this as soon as we get rid of our M$ bound CRM, but hey, it was 
cheap).  I have customized CDR's that provide a much clearer picture of what 
happened on the call and with whom, thanks to the adaptive CDR backend.  I have 
excellent reporting and CTI with our craptastic CRM using user defined manager 
events.  We have agent presence in multiple applications, queues that will call 
back dropped calls and route callers back to the agent they spoke to last, as 
well as live monitoring with coaching and barging.  Some of these things are 
either not possible (LDAP, adaptive CDR's), or quite difficult to achieve with 
a configuration GUI such as FreePBX.   

When Asterisk 1.8 goes final and is offered as the Asterisk Business Edition we 
will be purchasing it.  


My recommendations to you:

Start with a distro such as AsteriskNOW or FreePBX on your production box, but 
also buy a cheap PC or get an old one, pull down the latest version of Asterisk 
and tinker with it.  I believe it's asking a little much for an Asterisk newbie 
to create a professional environment with heavy call volume that people depend 
on quickly- you won't sleep much.  I have a feeling that you won't sleep much 
anyway, so every chance you get to simplify the startup, take it.  On your test 
box you can learn Asterisk to the point that you are able to roll your own 
should you so desire, or tailor your telephony system to suit your needs.

Be careful with recordings, as too many at once can cause you problems.  Best 
to go with a third party solution.  I strongly recommend Orecx, they are open 
source and have a very nice product that we have been very happy with.
  
Use SIP trunking if at all possible.  It's easier in the long run, and with the 
right provider cheaper as well.  You have more redundancy by nature than 
traditional PRI's.  The call quality can be just as good with the right 
Internet connection(s)- and I recommend having two of those with two different 
providers.  We use data T1's with a cable modem as a backup, with Amazon EC2 
instances as emergency failover.  This has saved our tails more than once and 
it's something that traditional PRI's just can't do. 

Use hardphones such as Polycoms, Aastra, etc.  They are a capital expense, but 
they are worth it.  Softphones are dependent on the quality of the workstations 
and their operating environment, and the latter can deteriorate quickly in a 
call center without lots of management overhead.  It's one thing to have to 
clean off a workstation instance, it's quite another to have poor call quality 
of an agent as a primary motivator for doing so.

Use VLAN's.  VLAN your phones, and multi-home the Asterisk box.  Some people 
might not agree for various reasons, but this has been one of the best things 
for us.  It keeps the traffic separated, voip and data, and will help provide 
better end to end voice quality.  There's nothing worse than trying to track 
down a screaming NIC when you have people complaining about not being able to 
hear the customer.  Slow internet and connection loss pales in comparison to 
bad voice quality.


I hope that you find some of this helpful in your journeys, and best of luck.

Sean

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