Dashboard – VitalPBX Wiki https://wiki.vitalpbx.org Learn how our latest VitalPBX version will enhance your business communication Mon, 18 Dec 2023 14:59:13 +0000 en-US hourly 1 https://wordpress.org/?v=6.5.2 https://wiki.vitalpbx.org/wp-content/uploads/2023/11/cropped-vitalbpxwikiicon-8-32x32.png Dashboard – VitalPBX Wiki https://wiki.vitalpbx.org 32 32 Menu https://wiki.vitalpbx.org/wiki/dashboard-sonata-dialer/menu/ https://wiki.vitalpbx.org/wiki/dashboard-sonata-dialer/menu/#respond Thu, 30 Nov 2023 21:15:42 +0000 https://wiki.vitalpbx.org/?post_type=docs&p=1644

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. 
]]> https://wiki.vitalpbx.org/wiki/dashboard-sonata-dialer/menu/feed/ 0 Dashboard  https://wiki.vitalpbx.org/wiki/dashboard-sonata-dialer/dashboard/ https://wiki.vitalpbx.org/wiki/dashboard-sonata-dialer/dashboard/#respond Thu, 30 Nov 2023 21:18:53 +0000 https://wiki.vitalpbx.org/?post_type=docs&p=1647 In the Dashboard we show the campaigns and Agents as well as the total number of contacts served. 

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