How to videos and write ups

Getting Started

Basic Admin setup for outbound dialing
The ADMIN is used to set Dialer configurations, load leads, activate lists, monitor agents and ...
Admin dashboard
Agent Section On the dashboard, the Agent Section tells you the dialing stats such DROP %, ...
Agent Basics
Before you login as an agent, Make sure you have your headset with microphone plugged Only ...

Agent Features​ video

Agent Basics
Please login with the Agent credential to access the dialer agent interface.[popup_anything ...
Agent Callbacks
→ How to callback from the dialer agent works Please login with the agent credential to access ...
Agent Transfer Calls
→ How to transfer call from the agent interface Please login with the agent credential to ...

Admin help videos

Basic Admin setup for outbound dialing
The ADMIN is used to set Dialer configurations, load leads, activate lists, monitor agents and ...
How to rename an Agent
Login into the Administrator using the link sent to you in your signup email. Now we are going ...
How to change or add Statuses
→ Campaign status must be selected by the agent after each hangup call. → This is also helpful ...
How to change Campaign Caller ID
Login into the Administrator using the link sent to you in your signup email. Dashboard -- > ...
How to set a Caller ID per List
Normally the caller ID is set under the campaign for all the list but if any set on the list it ...
How to create a new campaign
Login into the Administrator using the link sent to you in your signup email. Click on the ...
How to search for a Lead
Login into the Administrator using the link sent to you in your signup email. Go to the “Lists” ...
How to change from predictive dialing to Click-to-Dial
Login into Administrator using the link sent to you in your signup email. Dashboard -- > ...
How to change agents password
Login with given credentials in email (cloud dialer administrator page) Go to the agents from ...
How to record a message
  Used for voicemail message, Leaving a message on voicemail, auto dial message, IVR, ...
Enable an agent to leave a recorded message to a voicemail.
  This will allow an agent who gets a voicemail to press a button and leave a recorded ...
How to configure an Auto Dial campaign with options
The options are for the person to press 1 to connect to a live person or press 9 to be added to ...

Account Management

How to add CC(credit card)
49views
How to change my credit card
60views
How to add and remove Agents
51views
How to add and remove DIDs
67views
How to go to plans section and select a plan in "Change Plan Options":
54views