Skip to content

Preview Dialer

Setting Up Your Preview Dialer

Campaign Configuration

Creating Agents

Creating Scripts

Creating Leadsets

Uploading a File

Uploading via URL

Uploading via Text

Agent Dialer Guide

  1. Enter your domain. The screen will prompt the agent to enter the Username and Password. Click on Login.
  2. Select the campaign Preview Dialler from the drop-down menu and click Confirm.
  3. An Agent Dialer interface with the following fields will appear:
    1. Selected Campgain from the drop-down menu.
    2. Keypad: The keypad is normally used for transfers, but to dial a number, the user needs to click on "Call".
    3. Script: Displays the call script the agent should follow.
    4. Logout for the agent to log off from the system.
    5. Contact information of the customer sourced from the uploaded Leadset or entered manually via the Lead Form.
    7. `
    8. When your agent hits the Call button, a Live Call window will appear.
      1. Hold: Allows your agent to place the call on hold.
      2. Transfer: Transfer call to another agent or manager.
      3. Mute: Allows your agent to mute your call.
      4. Park: Currently NOT IN USE.
      5. Conference: Currently NOT IN USE.
      6. Keypad: Displays the number keypad.
      7. End: Allows your agent to disconnect the call.
  5. Your agents can also the update the customer details using the Edit button.
  7. The updated Campaign Overview can be seen.
  8. The updated Leadset Overview can be seen.