Panel 

In the Main Panel, the Agent can observe his or her latest calls, the Supervisor can see the last calls of his or her Team, and the Administrator the last calls of the system. It is also possible to manage Flag, Reference and Note, as well as listen to the recording. Only the Supervisor or Administrator can qualify the call. 

Flag 

It is possible to catalog the type of call using different color flags associated with different texts. These allow us to search for calls by flag type, for example: Green Flag -> Sale, Red Flag -> Support, etc. 

Team 

With Sonata RM you can group the Agents by Team, that way only the Supervisor is allowed to see the recordings of the Team to which it is associated. 

Sonata Suite is a set of programs that integrate with platforms based on Asterisk, below the list of these programs: 

• SwitchBoard 
• Billing System 
• Recordings Management System 
• Stats (Call Center Reports) 
• Dailer 

The first time we enter we must add the following information. 

• Enter your name, Enter your full name. 
• Enter your email, Enter your email address. 
• Create a password, Enter the password to be used by the admin user. 
• Confirm the password, Confirmation of password entered previously. 

Login with the Username admin and password previously created. 

To create a Flag, go to Settings/Flag Profiles: 

In Flag Profiles the following data must be configured: 

• Description, brief description with which the Flag Profile is identified. 
• Add, press this button to add a Flag. 

• Name, flag name. 
• Color, Color with which this flag is associated. 

To create a Team, go to Settings/Teams: 

In Teams the following data must be configured: 

• Description, Brief description with which the Team is identified. 
• Flag Profile, Flag Profile with which this Team is associated 

To synchronize the extension, go to Settings/Synchronization: 

In Synchronization the following data must be configured: 

• Team, Name of the Team that the extensions belong to. 
• Extensions, Select the extensions to assign to this Team. 

In Extensions you can configure the following options: 

• Team, Name of the Team that the extensions belong to. 
• Outgoing Recording, If the outgoing calls are to be recorded. 
• Incoming Recording, If the incoming calls are to be recorded. 
• Internal Recording, If the internal calls are to be recorded. 

• Name, name for this User Profile. 
• Type, it defines the type of profile. On the user’s dialog, depending on the selected user type, the profile dropdown will be populated with profiles that have the same type as the user type. 
• Agent, just for the extensions owner, with this profile just can manage your own call recordings. 
• Supervisor, the Supervisor profile can have access to the assigned Team. 
• Manager, the Manager profile can have access to the assigned Supervisor. 
• Super Administrator, the administrator of the system. 
• Permissions, it allows you to select what permissions or actions has the user.  
• Add Notes, allows the user to create notes related to the recording. 
• Add Flags, allows user to assign flags related to the recording. 
• Add References, allows the user to associate the recording with a reference. 
• Allow Listening Recording, allows the user to listen to recordings. 
• Create Reports, allows the user to create reports. 
• Allow Delete, allows user to delete recordings. 
• Selected Modules, select the modules that the user will be able to enter. 

In Users the options to configure are the following: 

• Full Name, full name of user. 
• User Name, name used to login. 
• Password, your secure password for login. 
• User Type, we have 4 types of users: 

• Agent, just for the extension’s owner, with this profile just can manage your own call recordings. 
• Supervisor, the Supervisor profile can have access to the assigned Team. 
• Manager, the Manager profile can have access to the assigned Supervisor. 
• Admin, the administrator of the system. 

• Profile, profile for this User. 
• Startup Dialog, which dialog to be displayed when logging into the system. 
• Department, user Department (Example: Development). 
• Tenant, tenant to whom belongs this user.  
• Extension, this option only shows if you select Agent. It is the extension associated with the Agent, an Agent can only view its recordings. 
• Teams, this option only shows if you select Supervisor. The Supervisor may have several Teams under his or her charge, which will give him access to the recordings that will have access to these Teams. 
• Supervisors, this option only shows if you select Manager. The Manager may be in charge of several supervisors, which will give access to the recordings that these supervisors have access to. 
• Select Image, user avatar. 

First create the Agent, one for each extension. Remember to associate the user with each extension. In the second tab you can set the Language and more settings. 

In second tab of Users the options to take to configure are the following: 

• Language, Language to display the interface in. 
• TimeZone, Time zone that the recordings will be displayed in. 
• Multitab, the MultiTab option allows several forms to be displayed at the same time on the screen with the possibility of switching from one to the other by clicking the TAB.