How to videos and write ups
Getting Started
The ADMIN is used to set Dialer configurations, load leads, activate lists, monitor agents and [...]
Agent Section On the dashboard, the Agent Section tells you the dialing stats such DROP %, [...]
Before you login as an agent, Make sure you have your headset with microphone plugged Only [...]
Agent Features video
Please login with the Agent credential to access the dialer agent interface. On the Dashboard, There are two section, 1. [...]
→ How to callback from the dialer agent works Please login with the agent credential to access the Dialer agent interface.
→ How to transfer call from the agent interface Please login with the agent credential to access the dialer agent interface. To place a call from [...]
Admin help videos
The ADMIN is used to set Dialer configurations, load leads, activate lists, monitor agents and review reports.The AGENT login is used to [...]
Login into the Administrator using the link sent to you in your signup email. Now we are going to change the agent name which is shown in the [...]
→ Campaign status must be selected by the agent after each hangup call. → This is also helpful for reporting. Login into the Administrator using [...]
Login into the Administrator using the link sent to you in your signup email. Dashboard -- > Campaigns -- > Modify(click on pencil icon) [...]
Normally the caller ID is set under the campaign for all the list but if any set on the list it will override the campaign caller ID. Login into [...]
Login into the Administrator using the link sent to you in your signup email. Click on the campaign menu from the top of the page. [...]
Login into the Administrator using the link sent to you in your signup email. Go to the “Lists” menu from the top of the page.
Login into Administrator using the link sent to you in your signup email. Dashboard -- > Campaigns -- > Modify(click on pencil icon) [...]
Login with given credentials in email (cloud dialer administrator page) Go to the agents from the top menu and select Agent ID to update the [...]
Used for voicemail message, Leaving a message on voicemail, auto dial message, IVR, survey, etc... Call the systems Call In Recording [...]
This will allow an agent who gets a voicemail to press a button and leave a recorded message. This will allow the agent to take the next [...]
The options are for the person to press 1 to connect to a live person or press 9 to be added to the do not call list. Record a message. See the [...]
Account Management
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