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

2. 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

3. 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.

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 help 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
Express
Pro
End User
Enhanced
Productivity
Supervisor
Office
IT Manager

6. 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)

7. Phone Assistant Series
Express Release Feature Highlights

8. Phone Assistant Series
Express Release Feature Highlights
Phone Assistant Express

9. 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

10. 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.

11. 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.

12. ‘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

13. 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

14. 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.

15. 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

16. 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’.

17. 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.

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

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

20. Phone Assistant Series
Express Release Feature Highlights
Phone Assistant Status Express

21. 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

22. * 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

23. 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.

24. 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.

25. 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

26. 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

27. 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

28. Phone Assistant Series
Express Release Feature Highlights
Phone Assistant Manager

29. 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

30. Phone Assistant Manager
Better Integration
Key System settings
Key Ext Settings

31. Phone Assistant Series
Pro Release Feature Highlights

32. Phone Assistant Series
Pro Release Feature Highlights
Phone Assistant Pro

33. 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

34. 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

35. 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.

36. 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

37. 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

38. Phone Assistant Series
Pro Release Feature Highlights
Phone Assistant Status Pro

39. 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

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

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

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

43. Phone Assistant Series
Pro Release Feature Highlights
Phone Assistant Manager

44. 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

45. Product Line-up
License Options

46. 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)

47. 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, TDA100/200, 20 - TDA600 PA simultaneous logins allowed
Note: License is entered in PA Manager and controlled by PA Server

48. (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
KX-TDA100 KX-TDA200 4 10
KX-TDA600 8 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.

49. Phone Assistant Pro/Express

50. 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.

51. Let Sales Begin!