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  • 👶Introduction to OMniLeads
    • OMniLeads General Specs
    • Architecture and components
  • 🚀OMniLeads installation methods
    • Deploy using Docker
      • Deploy with Docker-Destkop
      • Deploy with Docker for VPS Cloud or VM
      • Deploy with Docker for VPS Cloud or VM with External Bucket
    • Deploy with Ansible
      • AIO (All-In-One) Deploy
      • AIT (All-In-Three) Deploy
      • HA (High Availability) Deploy
      • Backups, Restores, Upgrades and Rollbacks
      • Migration from CentOS7
    • OMniLeads Enterprise
    • Development Enviroment Deploy
    • First Login
    • TLS/SSL Certificates
    • Monitoring and observability
    • Security considerations
  • ⚙️Initial Configuration
    • External Authentication
    • Text To Speech (TTS)
  • 🎯CX Survey (Pro)
    • Reports
  • 📈Premium Reports (Pro)
    • Activity Reports
    • Analyzing Results
  • 🎞️Video Calls (Pro)
    • Wordpress Plugin
    • Initial Configuration
    • Webphone Demo
    • Embedding the Webphone
  • ☎️Voice Channel Configuration
    • General SIP trunk parameters
  • 🆗Whatsapp Channel Settings (Pro)
    • OMniLeads & GupShup
    • Register WhatsApp Business in GupShup
    • Message Templates and Time Groups
    • Providers
    • Lines
  • 🚧Wallboard for Business (Pro)
    • Creating a Wallboard
    • Adding Widgets and Realtime Pages
    • Exploring Widgets and Metrics
  • 📤Whatsapp Bulk Messaging (Pro)
  • 💬Contact Campaigns
    • Inbound Campaign
      • Incoming Call Routing
      • Forwarding incoming calls from the PBX
      • Time range conditioned routing
      • IVR - Interactive Voice Response
      • Incoming Caller ID
      • Ejecución de dialplan personalizado
    • Manual Campaign
    • Preview Campaign
    • Dialer Campaing
    • Whatsapp Campaign (Beta)
  • 🎧Agent handbook
    • Login Logout
    • Manual calls from contact list
    • Preview Calls
    • Dialer inbound calls
    • Inbound calls
    • Calls between agents
    • Contact List
    • Whatsapp Messages
  • 🛑Reports, recordings and monitoring
    • Recordings
    • Incoming Campaign Reports
    • Outbound Campaign Reports
    • General call report
    • Agent reports
    • Whatsapp reports (Beta)
    • Conversation Reports
    • Supervision
  • 📊Backoffice - Management audit
  • ☎️Integration between OMniLeads and PBXs
  • 🛠️IT administrator's tasks
  • 🧩CRM Integration
    • Interaction from OMniLeads to CRM
    • Interaction from CRM to OMniLeads
  • 🔐Security considerations
  • 📌OMniLeads RESTful API
    • Agent Session API in Asterisk
  • 🗒️Release Notes
  • ❤️Community
  • 🎇About us
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En esta página
  • ¿How do i get OMniLeads?
  • ¿How do i install OML?
  • ¿How do i get trainning in OML?
  • Architecture
  • Install
  • Security
  • Initial Configuration
  • Campaings
  • Audit of Agent Management
  • IT Admin management
  • OMniLeads RESTful API

Introduction to OMniLeads

SiguienteOMniLeads General Specs

Última actualización hace 8 meses

is an innovative open source software solution that leverages WebRTC (WebRTC) technology to power contact centers. Designed with versatility in mind, OMniLeads supports a wide range of communication channels including voice, video, and WhatsApp, as well as adding Collaboration Tools and Text-To-Speech (TTS) for generating platform-specific Custom Audios.

This makes OML an ideal option for organizations looking to manage and implement efficient omnichannel customer service strategies.

It's ideal for handling Voice and Video channels with agents both onsite and home-office, due to the efficiency and cryptographic security that technology inherently provides when holding sessions over the internet. Additionally, it offers metrics, reports, indicators, real-time supervision of agents, audit modules for backoffice, and other advanced QA, contact management, and campaign functionalities.t.

On the other hand, administration and management through 100% web access makes the path simpler when resolving an omnichannel strategy with collaborative tools.

Different user profiles (agents, supervisors, administrators, or customers) can access OMniLeads from any modern web browser. Since there is no need to use desktop applications (softphones), typical configurations on Contact Center agents' workstations are unnecessary. By simply accessing the secure HTTPS web address where the application resides, both agents and supervisors can be online managing communications with customers. This convenience offers a significant advantage when providing cloud CCaaS (Contact Center as a Service).

OMniLeads can adapt to a company or organization that needs to set up its own Contact Center integrated with its PBX system, as well as scale for companies providing Customer Contact services (BPO - Business Process Outsourcing), both in on-premise environments and cloud deployments.

¿How do i get OMniLeads?

¿How do i install OML?

In the OMniLeads Installation section, this matter is addressed, outlining the steps to follow to install the application under certain schemes mentioned in the same document.

¿How do i get trainning in OML?

General Characteristics

Architecture

In this section, the project's architecture is introduced, along with a description of all its components:

Install

In this chapter, all types of application installation are covered:

Security

In this section, the minimum configurations required to run the application within a recommended minimum security framework are outlined:

Initial Configuration

In this chapter, essential configurations are proposed to be performed once an OMniLeads instance is installed:

Campaings

Every communication between "the outside" and an OMniLeads agent is encapsulated within a campaign. In this chapter, we address everything related to the management of inbound and outbound campaigns (manual, preview, and dialer).

Audit of Agent Management

Whenever an agent generates a positive interaction with a contact, there is the possibility to audit it from the _audit module

IT Admin management

In this chapter, some tasks inherent to the OMniLeads technical administrator are covered. Issues such as the low-level configuration of the predictive dialer module, updates management, backup and restore, and changing the platform's IP address are addressed in this chapter of the documentation.

OMniLeads RESTful API

In this section, you can find all the specifications of the system's REST API:

The is available on GitLab for free download, installation, modification, and use of the software.

This documentation covers all aspects of the product, from technical issues inherent to the Administrator (DevOps) to functional aspects oriented toward agents, supervisors, or Contact Center leaders. The user, enthusiast, or related company can have access to , with the aim of diving deeper into the subject and product know-how.

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OMniLeads General Specs
Arquitectura y componentes
Instalación de OMniLeads
Consideraciones sobre seguridad
Campañas telefónicas
Auditoría de gestiones (backoffice)
Gestiones del administrador IT
OMniLeads RESTful API
OMniLeads
WebRTC
Calificaciones
Base de contactos
Configuración de restricciones sobre campos de contactos
Formularios
Campañas, calificaciones y formularios
Campañas manuales
Campañas preview
Campañas con Discador
Campañas entrantes
Plantillas de campaña
Interacción con sistemas de gestión externos
WebRTC -OML underlying technology
OMniLeads Features and functionalities
OMniLeads as a Contact Center integrated with a SIP-based PBX
OMniLeads is a Customer Contact services company
OMniLeads for Carriers or Cloud PBX Providers
Deploy de OMniLeads OnPremise
Deploy de OMniLeads OnPremise Alta Disponibilidad
Deploy de OMniLeads sobre DigitalOcean
Deploy de OMniLeads basado en Terraform
Variables de entorno
Configuración del módulo de Discador predictivo
Cambiar certificados SSL
Resetear contraseña web de admin
Backup & Restore
Actualizaciones
Cambios de los parámetros de red (Hostname y/o Dirección IP) y cambios de contraseñas de servicios
Desbloqueo de usuarios
Recovery & Takeover nodo PostgreSQL HA
Desinstalación de OMniLeads
Descripción de cada componente
Deploy y variables de entorno
El potencial de acudir a cloud-init como provisioner
Basic Scheme
Configuración inicial
Roles y permisos
Usuarios
Grupos de agentes
Adicionar paquetes de audios en otros idiomas
Música de espera
Pausas
Primer login de agente
Registro de la instancia
Addons comerciales disponibles
Endpoint de Login
Endpoint obtener estructura de Base de Datos de Contactos
Endpoint creacion de contacto
Endpoint de Generación de llamadas
Endpoint listado de opciones de calificación
Endpoint listado de calificaciones
Endpoint crear nueva calificación
Endpoint crear nuevo contacto y asignarle calificación
Endpoint para modificar una calificación existente
API de Sesión de Agente en Asterisk
Endpoint para obtener las credenciales SIP de Agente