CTI = Computer Telephony Integration Panasonic Phone Assistant CTI Application Suite CTI = Computer Telephony Integration

Topics Introduction Express Release Feature Highlights Phone Assistant Express Phone Assistant Status Express Phone Assistant Manager Pro Release Feature Highlights Phone Assistant Pro Phone Assistant Status Pro Phone Assistant Manager (Enhancements) Licensing Express (Bundled Version) Pro Trial mode Pro (Licensed) Version Option Modules Ordering Pro Release Future Enhancements Support contact

Introduction Phone Assistant products are intuitive PC-based productivity software applications that converges telephony capabilities 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 Hybrid IP PBX together with personal computers to provide Computer Telephony Integration (CTI) Solutions - allowing intuitive point-n-click operation for personal, team, and business productivity.

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 help maintain their investment (PBX) in-house CONVINCE IT Managers that the System is I.T. Friendly.

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

Phone Assistant Solutions Phone ASSISTANT – End User Phone Assistant Express (Bundle) Phone Assistant Pro (Purchasable) Phone STATUS –Manager/Team Leader Phone Status Express (Bundle) Phone Status Pro (Purchasable) Phone MANAGER. – IT Manager (Bundle)

Phone Assistant Series Express Release Feature Highlights

Phone Assistant Series Express Release Feature Highlights Phone Assistant Express

Phone Assistant Express PBX productivity to empower the 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

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.

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.

‘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 The wizard features are designed to make it much easier for new or experienced users to access features quickly

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

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.

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 Last 10 Occurrence of each type

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’.

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.

Call Pick-up Easy to use Calls coming in to Busy extensions can be picked-up at the press of a button.

Call Recording Easy to use Calls can be recorded directly to Voice mail at the press of a button. *Panasonic TVM Voice Mail required.

Phone Assistant Series Express Release Feature Highlights Phone Assistant Status Express

Phone Assistant Status Express PBX productivity to empower the End User. 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 Reporting (sample) Export Call log to CSV file * Call Monitoring is subject to country law and best business practice

* Call Monitoring is subject to country law and best business practice 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 * Call Monitoring is subject to country law and best business practice

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.

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.

Call History Search Add 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 Last 10 Occurrence of each type

Reporting Add Value A limited report (last 10 calls) of a selected extensions call history is displayed within the report tab. Last 10 Occurrence of each type

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 Last 10 Occurrence of each type

Phone Assistant Series Express Release Feature Highlights Phone Assistant Manager

Phone Assistant Manager Strengthen the IPBX capabilities and help sell the system. Target: Empower the Administrator or IT manager. Key Benefits: Browser based administration Ideal for System Administrator to manages PBX System and Extensions Monitor Call states/Presence Last 10 occurrences' in each call Barge in Take Over

Phone Assistant Manager Better Integration Key System settings Key Ext Settings

Phone Assistant Series Pro Release Feature Highlights

Phone Assistant Series Pro Release Feature Highlights Phone Assistant Pro

Phone Assistant PRO (ver 1.1) 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) 128 Phone Assistant Users Call History unlimited with search 100 groups in contact list New: Outlook Integration IP Softphone Module

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

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.

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. Click dials Business Contact Right Click other

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 user’s 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

Phone Assistant Series Pro Release Feature Highlights Phone Assistant Status Pro

Phone Assistant Status Pro (ver 1.1) To strengthen PBX argument and help sell PBX. Target: Empower Supervisor / Manager / Team Lead Phone Assistant Status Pro has the same features as Phone Assistant Status Express with many new and improved features: Improved : Monitor ALL 128 user in Real-time Unlimited Call history of all users with search Built In Basic Reports CSV Export for Report New Listen in

Built-in Basic Reports Add Value A basic report of a selected extensions call history is displayed within the report tab.

CSV Export for Reports Add Value Basic history report data can be exported as CSV file to use with external 3rd party report software

Listen-in Add Value Supervisors can listen-in secretly to monitored calls.

Phone Assistant Series Pro Release Feature Highlights Phone Assistant Manager

Phone Assistant Manager To sell PBX productivity empowering administrator (IT Manager) Key Enhancements: Program settings for each user Remote extension lock Flexible key assignment for each phone

Product Line-up License Options

Ordering – Product Line-up Application Product Licensed module PA Pro KX-NCS1101(PA Pro 1 License) KX-NCS1105(PA Pro 5 License) KX-NCS1110(PA Pro 10 License) KX-NCS1199(PA Pro 128 License) PA Status Pro KX-NCS1201(PA Status Pro 1 License) IP Softphone KX-NCS9101(PA IP Softphone 1 License)

Note: License is entered in PA Manager and controlled by PA Server Licensing Phone Assistant is bundled on a CD or downloaded free from the Dealer Web Site. From this CD, software can be installed as follows: PA PRO mode Full Phone Assistant Pro feature – requires 1 license per user (requires purchase from Dealer) Licenses available as 1, 5, 10, or 128 user license packs For customer to test Phone Assistant for its features, they can choose: PA PRO Trial mode Full Phone Assistant Pro feature –time limit for 60 days from date of installation Customers purchase License for future use -required after 60 days Maximum 2 – TDA50, 4 - TDA100/200, 8 - TDA600 PA simultaneous logins allowed PA Express mode Phone Assistant Express -limited features with no time limit on use No License required Maximum 5 – TDA50, 10 - TDA100/200, 20 - TDA600 PA simultaneous logins allowed Note: License is entered in PA Manager and controlled by PA Server

(1) Phone Assistant Pro PA Pro mode: PBX PA Pro mode PA Pro Trial mode PA Express mode PA Pro mode + PA Express mode KX-TDA50 128 2 5 128 + 5 KX-TDA100 KX-TDA200 4 10 128 + 10 KX-TDA600 8 20 128 + 20 PA Pro mode: The maximum number of PA Clients that can be registered to use the full functions of PA after registering licenses. PA Pro Trial mode: The number of PA Clients that can use the full functions of PA during the trial period (60days). PA Express mode: The number of PA Clients that can use limited functions of PA allowed without license registration.

Phone Assistant Pro/Express

Licensing Licence Registration Sheet PA Pro License Example License sheet is shown To register a licence, you will need the following information. Registration Number:16 numeric characters that PA Server generates automatically when Licence Type is selected on theLicence Registration screen. Licence Number:11 alphanumeric characters attached to the software package. Registration ID:8 alphanumeric characters attached to the software package.Registration Key (KEYCODE):16 numeric characters that is issued by the Panasonic web site.

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