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  • πŸ‘ΆIntroduction to OMniLeads
    • OMniLeads General Specs
    • Architecture and components
  • πŸš€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
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      • 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
  • βš™οΈInitial Configuration
    • External Authentication
    • Text To Speech (TTS)
  • 🎯CX Survey (Pro)
    • Reports
  • πŸ“ˆPremium 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
  • πŸ†—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
  • πŸ“€Whatsapp Bulk Messaging (Pro)
  • πŸ’¬Contact Campaigns
    • Inbound Campaign
      • Incoming Call Routing
      • Forwarding incoming calls from the PBX
      • Time range conditioned routing
      • IVR - Interactive Voice Response
      • Incoming Caller ID
      • EjecuciΓ³n 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
  • πŸ›‘Reports, recordings and monitoring
    • Recordings
    • Incoming Campaign Reports
    • Outbound Campaign Reports
    • General call report
    • Agent reports
    • Whatsapp reports (Beta)
    • Conversation Reports
    • Supervision
  • πŸ“ŠBackoffice - Management audit
  • ☎️Integration between OMniLeads and PBXs
  • πŸ› οΈIT administrator's tasks
  • 🧩CRM Integration
    • Interaction from OMniLeads to CRM
    • Interaction from CRM to OMniLeads
  • πŸ”Security considerations
  • πŸ“ŒOMniLeads RESTful API
    • Agent Session API in Asterisk
  • πŸ—’οΈRelease Notes
  • ❀️Community
  • πŸŽ‡About us
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  1. Agent handbook

Preview Calls

AnteriorManual calls from contact listSiguienteDialer inbound calls

Última actualización hace 11 meses

Preview Campaigns

When an agent works within a preview campaign, he or she must first access the preview campaigns button:

Figure 1: List of preview campaigns All preview campaigns to which the agent is assigned will be displayed. The agent must then select a campaign and it will return a contact to manage:

Figure 2: Request for new contact to call

Figure 3: Contact delivered

With the contact delivered, the agent can either dial the contact's phone number by clicking on the number, or click again on the preview campaign so that it delivers another contact. Assuming that a contact is called, simply clicking on the phone number makes the call and at the same time the contact's data is displayed on the agent's view, just as we saw in manual calls.s:

Figure 4: Called contact If the call has ended or the phone could not be reached, then the agent can try to call another of the contact's numbers (if the contact has more than one phone loaded). If this is the case, then the agent can click on any of the extra phones and the new phone will be automatically attempted to be reached:

Figure 5: Callback to contact All calls from the contact on the screen can be rated, as long as the rating is not management-related (display of a form, where said management is closed). Finally, the agent must rate the contact through the rating combo. This rating list was generated by the administrator for each campaign:

Figure 6: Call qualification The agent also has the possibility to more quickly select the next contact to call in the last preview campaign with which he has interacted, by selecting the button displayed in the operation bar:

Figure 7: Get new contact preview

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