VICIDIAL AGENT MANUAL FREE DOWNLOAD

There is a lot to do, and we have to balance between development and working on the manuals, and development usually wins But it is something we are working on, and there have been a lot of big changes like adding Chat a few months ago , so it will take some time to complete. Dial Timeout - If defined, calls that would normally hangup after the timeout defined in your dialplan extensions. You can also leave this field blank. Because of this we do not recommend using AMD on most campaigns. For this option to work, the agents in the campaign must also have their VICIdial user option for scheduled callbacks enabled. When a lead's recycling target time hits it will be put into the dial hopper first before any other leads that would be put into the hopper regardless of how the lead order is set for the campaign.

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When Lead Search is used on a live inbound call, The lead that initiated the call will be changed to a status of LSMERG, and the logs for the call will be modified to link to vicidila agent selected lead instead. Only recommended if the method is not set to transfer to an agent. You will be prompted for an ID which is followed by the pound key. When a call comes in to the SALESLINE in-group number and the agent is the next to take a call, a call will be placed to the "external extension" of the remote agent and the call will be passed to that line upon connection.

Manager Manual Vicidial

Unicorn Meta Zoo 9: Go to the user modification page for user and change the "Closer Default Blended" field to "1" so that the check box for blended calling is selected by default when this agent logs in.

Dial Method - This field defines how dialing will to take place.

There is an optional archiving process for call logs that may take call logs out of the easily searchable log tables, but they are still stored on the system. This number can be higher or lower depending upon the number of agents and the available number of outside lines that you have on your VICIdial servers. The phone extension, dialplan number, voicemail box, login password, and registration password would be the same, while the server ip would be unique one phone per server.

Campaign-Specific Custom Statuses Through the use of custom campaign statuses, you can have statuses that only exist for a specific agentt.

Campaign Call Date - This is the last time that a call was handled by an agent logged into this viccidial. This is a two-step process to prevent accidental deletion. Add another audio file to the Menu Prompt so that it looks like this: At this time your phone connection should be hung-up.

Download VICIDIAL Manual - FREE Version

We will first look at adding a new campaign. When a call comes into the number, the customer's caller ID and possibly name or location should appear in the VICIdial agent screen fields as well as the status bar at the top changing to the color red which we set in the in-group screen earlier. Agent Select Territories - If this option is enabled and the agent belongs to at least one territory, the agent will have the option of selecting territories to dial leads from.

This option does not interfere with the 3way Dial Prefix option. You should now be logged in as agent and your phone should ring to place you into the VICIdial session You can leave this field blank. This will change your Dial Level automatically to a 1. This number must be both active, and contain basic information about the company, when it is called by the consumer.

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Status Display Fields - You can select which variables for calls will be displayed in the status line of the agent screen. QC Commit - allows the agent to vicidiwl that a record has been committed in QC.

Within a few seconds the agent's phone should ring and they will be logged into VICIdial and can proceed as normal to take calls.

The customer's information should now appear and you will hear the call ringing. The system will do no validation to make sure that the audio file exists other than to make sure the value of the field is at least one character, so to have the lead to use the default Safe harbor Audio, simply set the field value in the lead to empty. Campaign Ranks and Call Counts There is a section in the Basic View for Campaigns at the bottom of the screen that shows the ranks for all agents for a campaign and the number of calls that each agent has taken in that campaign for the day.

We also recommend reading your message twice on the recording to make sure your customers will hear the message in it's entirety.

Agent manual vicidial - Google Docs

There is an optional link to SKIP vicidiql lead and move on to the next one if selected. Campaign Script - This menu allows you to choose the script that will appear on the agents' screens for this campaign. For this tutorial we will fill in the following add user group fields with these values: This fields prompts you to immediately change the password of for the user.

This feature is only recommended for Busy or vlcidial status leads.