index for Manager Manual

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index for Manager Manual

Postby unikbit » Mon Jul 20, 2009 1:01 pm

Where I can find an index of Manager Manual, to see the titles in the book

thanks
unikbit
 
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Joined: Mon Feb 11, 2008 3:35 pm

Postby mflorell » Mon Jul 20, 2009 2:57 pm

Here's the full index of the full version of the Manager Manual(v2.0.5):

INTRODUCTION... 6
What is a ViciDial manager?..6
How do the manager administration screens work?...6
What is new in version 2.0.5?... 6
TUTORIALS.. 8
A. Create a campaign, load leads, add a list, add users and start dialing.... 8
B. Change your outbound dialing campaign to use Predictive Dialing.... 13
C. Create an inbound-group, point a DID at it, and take calls... 15
D. Set up a remote agent to be able to take calls from the CLOSER-type inbound campaign....18
E. Set up your outbound campaign to do Answering Machine Detection(AMD)... 19
F. Set up an auto-dial campaign to dial without any live agents and play a message....21
G. Set up a “press-1” type, or survey, outbound dialing campaign.... 25
H. Set up blended in/outbound calling with your CLOSER-type inbound campaign... 26
I. Add a new SIP or IAX phone to the system... 27
J. Add a ViciDial External-user Agent on their home phone..28
K. Add a DID and point it to go to a specific ViciDial Agent... 29
L. Add a new Carrier trunk to your system..30
M. Add an IVR to an Inbound DID and inbound group... 31
REGULATIONS FOR THE USA: FTC AND STATES... 33
FTC REGULATIONS...33
FTC Federal Do-Not-Call List..33
FTC Safe Harbor Regulations.. 34
Other FTC Regulations....34
SPECIFIC USA STATE REGULATIONS.... 35
Local Calling Times.. 35
Telemarketing Prohibited Holidays and Other Prohibitions.... 35
State-specific DNC lists...36
Recording of Conversations Regulations... 36
OVERVIEW OF ALL MANAGER SCREENS FUNCTIONS.. 38
VICIDIAL USERS..39
Adding a New User... 39
Modify User ....39
Agent Interface Options....40
Admin Interface Options...40
Descriptions of ViciDial user fields....40
Delete A User.. 45
Copy A User.... 45
Search For Users....45
More User Information....45
User Time Sheet.... 45
User Status....45
User Stats...46
User Multiple-Day Status Report... 46
User Callbacks....46
VICIDIAL CAMPAIGNS....47
Add a New Campaign...47
Copy A Campaign.... 48
Modify Campaigns .. 48
Lists Within This Campaign..57
Dialable Leads and Leads in the Hopper....57
Campaign Ranks and Call Counts.. 57
Campaign-Specific Custom Statuses....58
Campaign Hotkeys....58
Campaign Lead Recycling..58
Auto Alt-Number Dialing Statuses....58
Agent Pause Codes.... 58
Campaign Survey...59
Campaign List Mix....60
Logout All Agents From a Campaign.. 60
Delete Campaign... 60
Campaign Stats... 60
Real-time Campaign Stats.. 61
Historical and Summary Campaign Reports.... 61
VICIDIAL LISTS....62
Add a New List...62
Modify Lists ... 62
List Statistics....63
Delete List..63
Search For a Lead... 63
Modifying a Lead... 64
Add a Number to the Internal DNC List.... 64
Download List.... 65
Loading New Leads...65
VICIDIAL SCRIPTS.... 67
Add a New Script...67
Modify Script ..67
Delete Script.... 68
VICIDIAL FILTERS.... 70
Add a New Filter... 70
Modify Filter ...70
Delete Filter.. 71
VICIDIAL IN-GROUPS...72
Add a New In-Group.... 72
Copy An In-Group..73
Modify In-Group ... 73
Inbound Group Agent Rank and Call Count.... 77
Delete In-Group..77
VICIDIAL INBOUND DIDS.... 78
Add a New DID..78
Copy A DID..78
Modify DID.. 79
Delete DID....80
VICIDIAL USER GROUPS... 81
Add a New User Group... 81
Modify User Group .. 81
Delete User Group.. 82
Group Hourly Report....83
Bulk Group Change... 83
VICIDIAL REMOTE AGENTS... 84
Add a New Remote Agent..84
Modify Remote Agent .... 85
Delete Remote Agent....85
ADMIN – Advanced Administration.. 86
ADMIN - PHONES...86
Add a New Phone.... 86
Modify Phones .. 87
Call-In phone entry, dial-in ViciDial agents...92
Delete Phone.. 92
ADMIN – PHONE ALIAS..92
GROUP ALIAS.... 93
ADMIN - VICIDIAL CALL TIMES... 95
Add a New Call Time Definition..95
Modify a Call Time Definition .... 96
State-specific Call Time Definitions...96
Delete Call Times.... 97
Shifts.. 97
ADMIN - SERVERS....99
Add a New Server....99
Modify Servers ..99
ViciDial Server Trunks... 102
Conf File Templates..102
Server Carriers(Trunks).. 103
ADMIN - CONFERENCES and VICIDIAL CONFERENCES..105
Add a New Conference...105
Modify Conferences ....105
ADMIN - SYSTEM SETTINGS..107
ADMIN - SYSTEM STATUSES....112
ADMIN - SYSTEM STATUS CATEGORIES....114
VICIDIAL SCHEDULED CALLBACKS....115
ViciDial Timeclock.. 117
Timeclock Records Editing.... 117
User Status Page.... 117
User Stats Page... 117
VICIDIAL STATS AND REPORTS...118
System-Wide Reports.... 118
TIME ON VDAD - Per Campaign... 119
TIME ON VDAD – All Campaigns Summary...120
TIME ON VDAD – SIP or IAX listen and barge..120
VDAD OUTBOUND REPORT.... 122
VDAD CLOSER/INBOUND REPORT....124
INBOUND/CLOSER SERVICE LEVEL REPORT... 124
AGENT PERFORMANCE DETAIL REPORT....125
AGENT STATUS DETAIL.... 126
2009-04-02 version 4 ©2009 Matt Florell
AGENT DAYS DETAIL...127
FRONTER – CLOSER REPORT..127
AGENT SPREADSHEET PERFORMANCE....127
USER TIMECLOCK REPORT..128
USER GROUP TIMECLOCK STATUS REPORT.... 129
EXPORT CALLS REPORT.... 129
ADMIN CHANGES LOG....130
Server-Specific Reports....130
SERVER PERFORMANCE REPORT.. 131
TIME ON VDAD Report...132
CLOSER INBOUND Time REPORT.... 132
PHONE-BASED VICIDIAL FUNCTIONS.... 133
Generating audio prompts through a phone.. 133
Blind Monitoring ViciDial Agents....133
Manager Barge-in on ViciDial Agent Calls.. 134
QUEUEMETRICS INTEGRATION..135
VTIGER INTEGRATION..135
SANGOMA CALL PROGRESS DETECTION(CPD) INTEGRATION...136
CLOSING... 137
FREQUENTLY ASKED QUESTIONS.... 138
Why can't my agents log in to the campaign until 9AM?... 138
Why can't I use spaces, dashes or other special characters in some form fields?....138
Why are there two agents in the same session talking to each other?... 138
APPENDIX....139
Additional Screen-shots.. 139
Images Listing.... 159
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