Dashboard, here we will be able to see the campaigns and active agents, as well as contacts attended, etc.
Campaigns, here the campaigns are completely configured, this menu has the following options:
Campaigns, although it is the last option to configure, it is where the campaign is assembled with all the previously configured data.
Contact Lists, here we load the list of contacts to be used in the campaign, it allows CSV, XLS or XLSX formats.
Disposition Groups, the layout groups are configured, i.e. the result to be selected by the agent at the end of the call.
Form, the form to be used in each campaign is created. This form is to fill out additional information related to each call.
Queues, in order to keep statistics and to be able to assign agents to each company, it is necessary to create call queues, these queues are associated to the agents.
Reports, Reports by Agent, Dispositions and Call by Agent.
- Agents Report, it is possible to generate reports on the activity of each agent within a campaign.
- Dispositions, it is possible to see the overall result of each campaign by layout.
- Call By Agent, shows the details of each Agent’s calls.
Users, here we create the system users with their respective privileges.
Users, create the users and associate them to the Role and Agent Profile, as well as to an extension.
- Pause Profiles, we create the pause causes which we are going to relate to the user.
- Roles, we create the role that gives us access to each module of the App.
- System Permissions, we associate the Agents with queues and campaigns.

Was this article helpful?

Your feedback helps us improve the documentation.

Menu