Welcome to the CallAssist Configuration Presentation


Published on

  • Be the first to comment

  • Be the first to like this

No Downloads
Total views
On SlideShare
From Embeds
Number of Embeds
Embeds 0
No embeds

No notes for slide

Welcome to the CallAssist Configuration Presentation

  1. 1. Welcome to the CallAssist Configuration Presentation This presentation will give you an overview of how to set up and configure CallAssist
  2. 2. Introduction: CallAssist is a telemarketing phone dialer that makes it easy to manage calling thousands of people. CallAssist is a dialer that allows a telemarketer to quickly make a large number of outbound calls. It's ideal for assisting those in small call centers or the telemarketer working by themself with their telemarketing campaigns. Also great for market research due to its flexibility in recording call outcomes.
  3. 3. Logging in to CallAssist The first thing we need to do is login to CallAssist. Enter The default User Name is 'admin' and Password is 'admin'. Note: The default user for this software is “admin” and password is “admin”. This can be changed once logged in to CallAssist and additional users set up if required.
  4. 4. A blank screen will appear, which has a toolbar along the bottom edge. You will also notice the Campaign name up on the top left.
  5. 5. Campaign Setup We are next going to set up a Campaign. Click on: ● Options, then Enter a name into the Campaign Name box at the ● Setup Campaigns top (eg My Campaign) then press the Enter Key. This will move the newly created Campaign to the bottom of the list. It will then bring up a dialog box as shown on the right hand side
  6. 6. In the Script box, on the same line as your new campaign name, you can enter in a script. It is easiest if you write this in Microsoft Word, and then copy/paste it into the script box.
  7. 7. Setup Dial Card Layout Next we will be setting up our Dial Card. The Dial Card is simply the screen on the left side which gives you all the details about the person you are calling. Next we need to view Dial Card settings. ● Click on Options ● Select Grid Custom Setup ● Select Dial Card
  8. 8. 1. Maximize the screen, this is to show you all the fields that can be 5. Scroll down to Text5 – shown on the Dial highlight Label. Type in Card. Color. 2. The column on Under Text6 – type in the left hand side is Shape. customizable. 3. The Label is what you want to call it. 4. Show lets you 6. Click OK to close. choose if you want to show it or not.
  9. 9. Importing Data Next we will import an example data file, so you can see the layout of the Dial Card. To do this: 1. Click on File, then Import, then Import Dial List 2. Choose All File Types 3. Select egDialListTelephoneName.txt This example file is loaded in C:Program FilesAcardaCallAssist by default 4. Click Open
  10. 10. Do you see the preview window? On the left hand side, it shows all the fields you can possibly import. 1. Scroll down to Telephone, select as 1 (Position 1) 2. Now scroll to Full Name (not First Name), select as 2, press Enter. 3. Click It will say “Import Finished, 8 records were imported”. 4. Click
  11. 11. After importing your telephone list into CallAssist, this is what it should look like. On the right hand side is the On the left hand side Dial List. This is you find the Dial a summary list Card. It includes all of all the record information about in the campaign. the person being called.
  12. 12. As you can see, the layout now includes the Color and Shape labels that we configured just before. It may not be located under the same heading as this example, but you should be able to see these fields in the Dial Card.
  13. 13. Selecting The Dialing Device CallAssist can dial through any TAPI compatible device. The most common TAPI compatible device is a modem. If you are purchasing a modem, try and get what is known as a hardware modem, as software modems usually aren't TAPI compatible do don't work well. Is the modem plugged in? If yes, unplug the telephone line so it doesn't call anybody. 2. This is where you select the one that resembles a modem. An example is given below. Let's check the modem... 1. Click on Options ● Then select Settings ● Then click on the Telephony Tab
  14. 14. Toolbar Buttons Before we dial out, we need to know what the buttons mean at the bottom of CallAssist. Hang Up: This is Action: is used when you Response: will display a used to hang up are wanting to play a list of Responses that can Dial: This is used the modem, not to recorded message or record be set up via Options, when dialing your hang up the call if the conversation. Support Tables, NB. some countries have laws prohibiting first contact. Auto hang up is not the recording of a conversation with out Responses. Otherwise checked. the prior knowledge of the called recipient, please ensure that the software is used in known as the Disposition a manner to comply with these laws. of the call. Re-Queue: This is used when you Dial Next: is similar want to move the to the Dial button Do Not Call: is used when Delete: is used when current record to but used to call the the person you have called you want to delete the the end of the list next number in the has requested to not be currently selected and call it again list. Use this when called again. It will be saved record. later because it's you have finished in the Do Not Call list. busy or not speaking to the answered. current call.
  15. 15. Dialing from CallAssist It is best to always work from the top of the list rather than midway down the list. Usually you start by clicking Dial, and after that call use Dial Next. Click Next Dial, it brings up the next record. When you are talking to someone, the response button is for when you have a final outcome of the call. Click the Response button, these are customizable too. You can enter information on the call in the other fields. If you can't get hold of anyone, or they ask you to call them back, DO NOT click response, rather click the Re- Queue button, or click under the Call Back heading on the left to schedule a Call Back. If you encounter an Answer machine or wish to record part of a conversation, then click the Action button. This will bring up this dialog box.
  16. 16. Contact Information That was an overview of how it all works. You may also like to refer to one or more of the User Guides. If you have any questions regarding this CallAssist Configuration Presentation Guide, please do not hesitate to contact us on either the details below, or via email: salessupport@acarda.com