In the menu we have the following options:
- Dashboard, here we will be able to see the campaigns and active agents, as well as contacts attended, etc.
- Campaigns, here the campaigns are completely configured, this menu has the following options:
- Campaigns, although it is the last option to configure, it is where the campaign is assembled with all the previously configured data.
- Contact Lists, here we load the list of contacts to be used in the campaign, it allows CSV, XLS or XLSX formats.
- Disposition Groups, the layout groups are configured, i.e. the result to be selected by the agent at the end of the call.
- Form, the form to be used in each campaign is created. This form is to fill out additional information related to each call.
- Queues, in order to keep statistics and to be able to assign agents to each company, it is necessary to create call queues, these queues are associated to the agents.
- Reports, Reports by Agent, Dispositions and Call by Agent.
- Agents Report, it is possible to generate reports on the activity of each agent within a campaign.
- Dispositions, it is possible to see the overall result of each campaign by layout.
- Call By Agent, shows the details of each Agent’s calls.
- Users, here we create the system users with their respective privileges.
- Users, create the users and associate them to the Role and Agent Profile, as well as to an extension.
- Pause Profiles, we create the pause causes which we are going to relate to the user.
- Roles, we create the role that gives us access to each module of the App.
- System Permissions, we associate the Agents with queues and campaigns.