1. Welcome to the
CallAssist Configuration Presentation
This presentation will give you an overview of
how to set up and configure CallAssist
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. 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. 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. Campaign Setup
We are next going to set up a Campaign.
Enter a name into the Campaign Name box at the
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. 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. 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. 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
2. The column on Under Text6 – type in
the left hand side is Shape.
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. 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
4. Click Open
10. Do you see the preview window?
On the left hand side, it shows all the fields you can
1. Scroll down to Telephone, select as 1
2. Now scroll to Full Name (not First Name),
select as 2, press Enter.
It will say “Import Finished, 8 records were imported”.
11. After importing
your telephone list
into CallAssist, this
is what it should
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
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. 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. 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. 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. 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: