1. App Menu
1. Launch opens agent dashboard to accept and dispose calls.
2. Campaign sets up recordings, dial lists and adjusts settings
before launching calls.
3. Database searches customer, dial list and agent information
for reports.
4. Analytics shows reports graphically for quick comparisons.
2. Campaigns
1. Campaign List shows current campaign settings
2. Click Add new campaign or Rename campaign, then
type name into field
3. Activate or deactivate the campaign here
4. Click EDIT to open settings screen
3. Campaigns Settings
1. Adjust Speech Recognition settings
2. Upload recordings or scripts. You MUST have a recording or
script for each part
3. Two flow settings need to be chosen: Transfer flow and
Customer call back flow
4. Upload and assign data
5. Choose daily limits and dial speed
6. Additional buzzwords are optional.
4. Launch / Agent Dashboard
1. Choose approved campaign
2. Press resume to start calls. Press Pause to stop calls.
3. View customer information
4. Choose disposition based on call result
5. Click Hang Up to disconnect a call and queue next call
5. Database Search
Search database through drop down menus: Campaign, dial list,
disposition, Opt In or Opt Out, call result, customer details