Migrating your dialer from hosted to inhouse - F.A.Q.

A user of our hosted predictive dialer recently asked us a few questions regarding migrating a hosted dialer to an inhouse server. The questions pretty much covered all you need to know about this, so this blog entry reproduces his questions and our responses to him:


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Setting up a broadcast/survey campaign in Vicidial

Vicidial does many things, which makes it sometimes difficult to configure. This post explains how to setup a broadcast, survey or press 1 type of outbound campaign. This type of campaign makes Vicidial broadcast a message to its list, and optionally connect the callee to an agent by pressing 1 or another digit.


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Impress your friends: tell the difference between a PBX and a dialer


Both are phone systems. A dialer is for teams of people who are on the phone all the time. Such people are usually called tele-agents. A PBX is for people who need to do other things apart from dealing with calls. Accordingly the following differences emerge:


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Kick butt on your predictive campaigns - Vicidial settings demystified

First a note on the term. In predictive dialing the dialer tries to look ahead and predict when one of your agents is likely to be free, and dials ahead of the fact to reduce agent waiting time. It bases its prediction on the average length of conversation and the average time taken to connect a new call. Since these two measures are based on averages, it works better for larger teams and often fails to keep idle time low for small ( to 5 agents) and medium (5 - 40) teams unless tweaked. This post explains some of the tweaks provided by Vicidial.


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How to setup a softphone for use with Vicidial

This video tutorial explains how to setup a Softphone (Zoiper and xLite) with your OwnPages Vicidial Dialer. Other softphones are similar.


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Uploading leads into Vicidial

One of the first administrative tasks to come to grips with is uploading leads into Vicidial. Each campaign in Vicidial can have multiple lists (databases) for it to use. Each list has many leads. Therefore the process of uploading leads starts with first creating a new list, assigning that list to a campaign and then uploading leads into the newly created list. The video tutorial below shows you how.


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Setting up an inbound number in Vicidial

This post explains how to setup an incoming number or DID in your Vicidial dialer, once you have ordered one from your OwnPages console. OwnPages provides inbound numbers (aka DIDs) and toll free numbers from 50 countries around the world to go with your dialer.


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Setting CallerID in the OwnPages Vicidial Predictive Dialer

Below is a short video on how to set callerID for each individual campaign in your OwnPages Vicidial Predictive Dialer. Note that there are additional callerID options in your OwnPages console (Preferences and Reports page) that can overide the campaign callerID. By default your account is setup to use the campaign callerID as shown in the video below, unless you have taken an incoming number from us.


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Listening and Barging in Vicidial

Listening and Barging is commonly used to listen into the agents conversation by the VICIdial administrator. In "Listen" the administrator can only listen to the conversations of the agent but in "Barge" administrator can speak with both agent and the customer.
Mentioned below is one of the procedure to use call barging and listening in the dialer.


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Announcing the hourly hosted dialer for 40 to 220 agents

We are excited to announce availability of 40 seat ViciDail dialers @ USD2.5/hr. This may be a more manageable option to scaling than using the multi server dialer. Running costs are a tad more than the multiserver setup using 10 seater servers - USD2.5/hr in that option would give you a capacity of 46 agents. However a single server is easier to setup and configure.


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OwnPages Dialer: Scaling from 10 agents to 55

The multi user dialer ordinarily scales to 10 users. You could of course take multiple dialers to go beyond 10, but that causes manageability issues. Leads will have to be divided amongst the servers and reports generated will pertain to just one server. Agents also have to be told to log into one of many servers and since the capacity of each is just 10, care must be taken that load is evenly distributed. To avoid this, our helpdesk can combine upto 6 servers into a single dialer on a request from you.


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OwnPages Affiliate program

OwnPages' recently launched affiliate program not only lets you make commissions on your references, but on their references to a total of 3 levels. The preferences page in your OwnPages console has an option to convert your account to reseller status which when done converts the invite tab into a full reseller tool page. The invite link generates an email message with a unique link, which if used to sign up to our services provides commission to you. This link can be embedded in forums and web sites too.


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Single user dialer based on Vicidial

With the launch of the single user dialer OwnPages has brought the power of Vicidial to single sales professionals. All features of stock Vicidial are available in the single user dialer, including the ability to create multiple users! Any one of these users should use the dialer at a time, however a second user may use the dialer for light administrative tasks such as real time reporting and call barging/listening. This allows professionals to employ an assistant with ease.


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Saying yes to customers - our new simplified demo

Recently when a prospect asked us to make changes to the hosted dialer demo so that he could connect agents to the demo via normal phone lines (PSTN), our first instinct was to refuse. We were up to our ears in engineering work. We had no experience operating dialers in this fashion. We also felt that we were unlikely to get many clients that would connect agents via PSTN due to the phone expense involved.


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Hosted VICIdial Demo with sip phones

If the phone number you gave us at registration is amongst 35 low cost destinations, you will receive a call on that number when you login as an agent. If not, you must use a SIP phone to take the demo. This tutorial briefs you on how to use the Hosted VICIdial Demo with a SIP phone. It will make most sense to someone who has some experience operating a predictive / auto dialer.


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VICIdial demo using external phones

This tutorial briefs you on how to use the Hosted VICIdial Demo. It will make most sense to someone who has some experience operating a predictive / auto dialer.


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New VoIP preferences/reports settings

VoIP preferences/reports page allows you to configure options/services for your phone system. Daily call reports, transactions, configure your SIP settings, manage alerts, reverse call service, order a DID are some services provided by it. We have recently added few more capabilities to out VoIP service which are explained here.


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Why OwnPages?

OwnPages PBX, Mail and Contact Centre system focuses on software customization rather than shiny new hardware. It is a hybrid Amazon EC2 hosted/ inhouse virtualized solution that lets you start fast and at dramatically lower cost. OwnPages lets you outsource your headaches while still maintaining control of your systems.


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Hosted VICIdial Demo

This tutorial briefs you on how to use the Hosted VICIdial Demo. It will make most sense to someone who has some experience operating a predictive / auto dialer.


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Tutorial: Creating users and extensions in OwnPages

OwnPages modifies Asterisk GUI to separate the concept of user and extension. In Ownpages a user is a person or a role that can have one email address but multiple PBX extensions. It allows you create users and extensions and to associate a user with one or more extensions. Below is a brief tutorial on creating users and extensions in OwnPages.


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