Dialer Setup

Status Codes:

  1. Click "Edit PO"
  2. Select "Status Codes"
  3. Review status codes for accuracy
  4. Determine the location of each status code within the script under the "Agent" column
  5. Click "Save & Next"

Script Testing:

  1. Go to "Script"
  2. Click "Test Script"
  3. Review the script context and disposition buttons for accuracy
  4. Click the browser back button when done

Assigning to Queue:

  1. Click "Centers"
  2. Select "Assign Centers"
  3. Click either "Add COS Queue Predictive" or "Add COS Queue Human"
  4. Enter the number of Land Lines and/or Cell Phones to be assigned
  5. Click "Save"

Agent Assignment:

  1. Click "Management"
  2. Select "Agent Users"
  3. Select agents to be assigned to the queue
  4. Click "Edit"
  5. Select the "Dialer Queue" drop down
  6. Determine which project queue the agents will be assigned to
  7. Alternatively, Agents can log in via Log In Link

Dialer Dashboard:

  1. Select "Dashboards"
  2. Click "Dialer"
  3. Highlight the queue to be dialed
  4. Click "Toggle Enable" to turn the "Enable"
  5. Click the Edit button to change any parameters such as Redial Delay, Max Attempts, Line To Agent Ratio, Answer Machine Detect, Record Calls, Change Date, Time and Caller ID.
  6. For "Human Dialer" click "Human" to begin dialing the number to be sent out to the agents.
  7. For the Login Link, highlight the queue to be called and click Login Link. This copies a link to your clipboard. Share this link with volunteer/agents for them to log in with their email and the master password.
  8. The queue settings may be edited at any time, even while dialing.