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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
  • Agent guidelines
  • Agent Session
  • Manual Campaign
  • Preview Campaign
  • Dialer Campaigns
  • Inbound Campaigns
  • Whatsapp campaigns
  • Actions on calls
  • Agendas, grades and contacts

Agent handbook

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Última actualización hace 11 meses

Agent guidelines

We are going to divide the agent management handbook into the different topics mentioned below.

Agent Session

We describe everything inherent to the agent's session in this section.

Manual Campaign

The agent and the operation in manual campaigns.

Preview Campaign

The agent and the operation in preview campaigns.

Dialer Campaigns

The agent and the operation in campaigns with predictive dialer.

Inbound Campaigns

The agent and the operation in inbound campaigns.

Whatsapp campaigns

The agent and the operation in Whatsapp campaigns.

Actions on calls

When an agent is on a call, they have different features at their disposal that optimize call management.

Agendas, grades and contacts

The agent has different menus for managing campaign contacts.

(Manual calls from contact list)

(Manual calls dialing from the webphone)

(Calls to numbers without existing contact)

🎧
Login
Manual calls from contact list
Preview campaigns
Agente en modo predictivo
Atención de llamadas entrantes
Mensajes de Whatsapp
Llamadas hacia otros agentes
Listado de contactos de la campaña
Manual calls dialing from the webphone
Calls to numbers without existing
Llamadas externas sin campaña asociada
Poner en espera una llamada
Transferencias y conferencias
Observar grabación de llamada
Grabar llamada bajo demanda
Agendamiento de llamadas
Cómo realizar una llamada manual
Gestión de contactos
Agendas pendientes
Histórico de calificaciones del agente
Búsqueda de grabaciones del agente
Agent console
Pauses
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