Showing posts with label administration. Show all posts
Showing posts with label administration. Show all posts

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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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 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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Tutorial: Adding new outgoing service (trunk) in OwnPages using Asterisk GUI

After OwnPages is set-up, the Asterisk instance in the OwnPages server is started and you are ready to make outgoing calls. OwnPages provides you with default trunk (outgoing phone service) through which you can make your outgoing calls. This post shows how you can use Asterisk GUI to create a new trunk in OwnPages if you have another outgoing service provider or want to add a phone gateway.


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