POWERDIAL LOGIN PAGEPOWERDIAL LOGIN PAGE

Enter the POWERDIAL web address in your web browser'saddress bar. In our case it will behttp://192.168.4.5 Click on the administrator link .

POWERDIAL ADMIN LOGINPOWERDIAL ADMIN LOGIN

Enter Admin as username and power dial as the password.

POWERDIAL USER LISTINGPOWERDIAL USER LISTING

Now we can see the user listing. In order that a user has the full administrator privilege, we need to modify the user settings. Click on the “MODIFY” link corresponding to the user admin row

MODIFYING ADMIN PREVILEGESMODIFYING ADMIN PREVILEGES

Scroll down to the section “ADMIN INTERFACE OPTIONS”. Change all the options value to 1. This will ensure that the user has full administrative privilege and have access to all administration pages. Click “SUBMIT” to the changes made.

POWERDIAL USER GROUP LISTINGPOWERDIAL USER GROUP LISTING

Click on User Groups. Right now we have only two groups i.e. ADMIN. Let us create a user group. Click on “Add A New User Group” on Left side under User Groups.

CREATING A NEW USER GROUPCREATING A NEW USER GROUP

Fill up the details as per the details belowGroup: AGENTSDescription: POWERDIAL AGENTSClick “SUBMIT” to create the group.

ADDING A NEW USERADDING A NEW USER

• Let us add user for the group created. Click on the “Users” button onthe Left side, then Click on “ADD A NEW USER” left side of the page.• Enter the details as shown above. Click “SUBMIT”. You will bepresented with the detail view of the user you just created. Justleave everything as it is for now.

ADD A NEW CAMPAIGNADD A NEW CAMPAIGN

• For a user to log-in to POWERDIAL, we must have a campaign. Click on the“Campaigns” on the Left side, then “Add A New Campaign”. Fill up as seen above.

• Click “SUBMIT”. We can see the detail view now.

MODIFYING CAMPAIGNMODIFYING CAMPAIGN

In the detail view of the campaign MYCAMP, In case you are not having any prefix change Dial prefix to X. ( Here in the screen you have

8 )and “Next Agent Call” to oldest_call_finish. For Auto Answering Detection Change the “Campaign VDAD exten: 8369”. Click “SUBMIT” Next.

POWERDIAL LEAD LIST FORMATPOWERDIAL LEAD LIST FORMATEven though, we have created a campaign for the agent, this campaign does not have any phone numbers/leads to be dialedby the agent. We need to upload a phone list/lead list .Leads list should be in the basic text pipe-delimited or tab-delimited format or CSV file or a simple Excel spreadsheet file. ForWe will use the tab-delimited text file. A tab-delimited or pipe delimited text file must end with “.txt”, aCSV(Comma Separated Values) file must end with “.csv” and an Excel file must end with “.xls”.The format of this lead file is:1. Vendor Lead Code - shows up in the Vendor ID field of the GUI2. Source Code - internal use only for system and database administrators3. List ID - the list number that these leads will show up under4. Phone Code - the country code prefix - 1 for US, 44 for UK, 61 for AUS,etc5. Phone Number - at least 8 digits long and no more than 11 digits long.6. Title - title of the customer - Mr. Ms. Mrs, etc...7. First Name8. Middle Initial9. Last Name10. Address Line 111. Address Line 212. Address Line 313. City14. State - limited to 2 characters15. Province16. Postal Code17. Country18. Gender19. Date of Birth20. Alternate Phone Number21. Email Address22. Security Phrase23. CommentsFor Example:

IMPORTING/UPLOADING IMPORTING/UPLOADING LEAD LISTLEAD LIST

• Click on the “Lists” on Left side then click on “Load New Leads”. Usethe Browse button to upload the lead list. If you want to override the List ID or thephone code given in the Lead List, enter them here as shown above.• Press the “SUBMIT” button

CAMPAIGN WITH LEADS COUNTCAMPAIGN WITH LEADS COUNT

Click on the “Campaign” then MYCAMP, it will show no of leads loaded in the campaign.It says the campaign has 24 leads to be dialed .Now our agent can log-in and start making call.

AGENT LOGIN SCREENAGENT LOGIN SCREEN

IN Red Highlighted Place We have to Enter the Agents

Phone Login & Phone Password

CAMPAIGN & USER LOGINCAMPAIGN & USER LOGIN

After Phone Login Screen we get this screen .

IN RED Highlighted Area We have to give the User Login Details. As Shown in the Picture

And also need to Choose the CAMPAIGN From the Campaign List Which also Highlighted in RED

Then Click on SUBMIT Button.

AGENT CRMAGENT CRMThis is the agent screen. This is where agent sees the call information make call and dispose call. After login agent will receive a call from the server to login, (agent has to accept the call to to login) If the mode of dial is predictive then you will see two buttons under Status (top left corner). Click on Resume button to start receiving the calls. If the agent wants to stop receiving calls click on Pause button. At any given time agent can click on any one of these buttons

AGENT CRM WITH CUSTOMER INFORMATIONAGENT CRM WITH CUSTOMER INFORMATION

After receiving the call agent screen appears like this. On the top right corner agent sees a ‘LIVE CALL’ in green color. Agent can see all the information related to the call on the screen. After completing the call Click on the HANGUP CUSTOMER to hangup the call.

AGENT CRM WITH CALL TRANSFER FACILITYAGENT CRM WITH CALL TRANSFER FACILITY

Agent can transfer the call to verifier (Closer) or to an external number or but the customer on hold and dial 3rd party and have conference. And many more combination are possible. To do call conference/transfer Click on ‘ TRANSFER – CONF’. To send the call to closer click on ‘INTERNAL CLOSER’. To dial 3rd party number enter the number in ‘NUMBER TO CALL’ and click ‘DIAL WITH CUSTOMER’ to have 3 way conference or click on ‘PARK CUSTOMER DIAL’ to put the customer on hold and dial after the call in established agent can bring the customer into conference by clicking on the same button again.

After the ‘HANGUP CUSTOMER’ button is pressed agent will be asked to select the After the ‘HANGUP CUSTOMER’ button is pressed agent will be asked to select the disposition of the call.disposition of the call.

Disposition List Screen

MANUAL DIALMANUAL DIAL

To make calls manually click on MANUAL CALL link. You will see a window asking you to enter the number to be dialed. Enter the phone number in the Phone Number text field. If the country you are dialing is other then US then change the number in the Dial Code accordingly.

MAJOR POWERDIAL FEATURES:

Inbound, Outbound and Blended call handling

Outbound agent-controlled, broadcast and predictive dialing

Web-based agent and administrative interfaces

Integrated call recording

Three-Way calling within the agent application

Scheduled Callbacks: Agent-Only and Anyone

Scalable to hundreds of seats

Ability to use standard Telco lines and VOIP trunks

FEATURESFEATURES

FULL FEATURES FULL FEATURES Ability to display a script for the agent to read with fields like name, address, etc. filled-in Ability to dial predictively in a campaign with an adaptive dialing algorithmAbility to dial on a single campaign across multiple Asterisk servers, or multiple campaigns on a single server Ability to transfer calls with customer data to a closer on the local system Ability to open a custom web page with user data from the call, per campaign Ability to park the customer with custom music per campaign Ability to send a dropped call to a voicemail box per campaign if no agent is available Ability to set outbound CallerID per campaign Ability to take inbound calls grabbing CallerID Ability to function as an ACD for inbound and fronter/closer verification calls Ability to have an agent take both inbound and outbound calls in one session(blended) Ability to start and stop recording an agent's calls at any time Ability to automatically record all calls Ability to schedule a callback with a customer as either any-agent or agent-specific Ability in Manual dial mode to preview leads before dialingDefinable Agent Wrapup-time per campaign Recycling of Busy calls at a specified interval without resetting a list Dialing with custom TimeZone restrictions including per state and per day-of-the-week Dialing with Answering Machine Detection, also playing a message for AM calls Multiple campaigns and lead-lists are possible Internal DNC list can optionally be activated per campaign All calls are logged and statuses of calls are logged as well as agent time breakdowns Load Balancing across multiple inbound or outbound Asterisk servers is possible Several real-time and summary reports available 3rd party conferencing(with DTMF macros and number presets)Skills-based ranking and call routing per inbound group and campaignAbility to set user levels and permissions for certain features and campaignsAbility for managers to listen-in on agent conversationsAbility for agents to select a Pause Code when they are not activeAbility for agents to control volume levels and mute themselvesOption of a drop timer with safe-harbor message for FTC compliance

Full Features List:

Hardware Requirement For Hardware Requirement For DialerDialer

Branded Server with 4GB RAM and 250GB SATA(SAS) Hard DiskDual Lan cards, compliance for Fedora Core 8/9 with DVD Drive2MBPS Leased Line ( 1:1 Standard )

Minimum System Requirement for Dialer

A POWERDIAL administrator should only add, modify or delete users, campaign, list and other items

The Administrator should provide each agent with the relevant information for login to the Agent interface

An Agent should never hang up his phone while login to any campaign.

He should always logout properly from the system

CONCLUSION