Menu

In the menu we have the following options: 

  • 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. 
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Updated on December 18, 2023