12 - user guide - quickcallclient presentation.pdf

23
Cube QuickCall Client Overview Features Know Your Application – User Interface Details (UI)

Upload: parag-kapoor

Post on 21-Nov-2015

25 views

Category:

Documents


3 download

TRANSCRIPT

  • Cube QuickCall Client

    Overview Features Know Your Application User Interface Details

    (UI)

  • Overview

    Runs on Windows XP, Vista, 7, 2003 Server Common Client Application for Server Based Dialer as well

    as when integrated with EPABX. Has inbuilt support for SIP and H323 and no extra software

    required. Has basic CRM inbuilt which helps agent to save caller

    information and history.

  • Features

    Seperate Agent and Extension - Each Agent to have a seperate user id and extension so that he/she can login to QuickCall Dialer.

    Call History Tracking All call received are tracked and reports are avaialble for analysis. Agent can as well view the calls received on his extension.

    Scheduled Calls Tracking All callbacks are automatically tracked and necessary pop up is provided to agent on the scheduled time. Agent can as well see the calls on a list window.

  • Feature Continued...

    Different Break Selection Option to select different break type including work and rest break.

    Recording Calls are recorded automatically or can be agent activated as well.

    Control your Phone through PC Provides Soft Phone Inteface to control your physical phone.

    CRM On New Call Every Time New call pop up provides basic CRM requirement to store and display customer information.

  • Feature Continued...

    Calls in Queue Notification When ever there are calls in queue and all agents are busy then every agent logged in that campaign will be notified for the same.

  • User Interface Details

    User Interface consist of Login Screen Main Screen Service Menu New Call Pop Up

  • Login Screen

    Campaign Selection For Login

    QuickCall Server IP Address

    Agent ID for Login

    Agent Password

    Agent Extension where call should

    ring

  • QuickCall Client Main Screen Details

    Login Agent ID Login Campaign IDLogin Extension

    No of Calls In Queue

    Agent Extension Current State

    Duration since current state

    Login Since 00:00 Hrs

    Rest Break Since 00:00 Hrs

    Phone Physically not ready since 00:00 Hrs

    Work Break since 00:00 Hrs

  • QuickCall Client Service Menu

    Service Menu on Main Screen

    Service Menu on System Tray

  • Agent Log Display Call HistorySelect Campaign.

    Default = Login Campaign

    Call Statistics

    Call Details

    Refresh List

    Change Agent Comments/Remarks

    Change Call Status

  • Manual Pass for Agent to Request New/Existing Number for DialingPhone

    Number to be Dialed.

    Request generated by

    Agent

    Name of the contact person

    Name of the contact person

    Set Priority CallBack or

    Urgent. Urgent having more

    priority

  • Manual Pass (Search Existing Data)

    Search From Database.

    Enter Phone Number, or

    Name or Remarks(Lea

    dset ID) or combination

    of any 3

    Include Alternate

    Number and preferred

    number Fields as well in search

  • Display Scheduled Calls for Login Agent

    To Date for Search

    Total CallBack till selected

    date

    Total Urgent Calls till

    selected date

    Total Scheduled

    Calls till selected date

    Call List

    Request Dialer to Dial

    Now

  • Change Agent Password

    Enter Present Password

    Enter New Password

    ReEnter New Password

  • CTI Soft Phone Controls

    Phone State

    Disconnect Call

    Answer Call (Only in case of TAPI Support phone or

    Inbuilt SIP/H323

    Unhold a Call already put on HOLD

    Conference Connected Calls

    Put Connected Call on HOLD

    Transfer Connected Call

    Enter Phone Number/ AgentID/ Agent

    Extension/ CampaignID to be dialed

    Dialer Diales out after number is entered

    Dial Pad for input number IVR when SIP/H323 interface

    is used

  • How to go on Break

    Step1: Select Break Type

    Step2: Popup on Agent Desktop when agent select Break

    Step3: Select Continue to exit from Break

  • Preview Window on Callback Calls

    Preview Timer. To be accepted

    within 30 sec else it is rejected

    automatically

    Last Call Dial details with

    Agent remarks

    Reject Preview and call will not be dialed out

    Scheduled Date and Time of call

    Accept Preview and call will be dialed out.

    First to agent and then to displayed number

  • New Call Pop UP Details Tab

    CampaignID for which the call came

    Caller ID in Case if Inbound Campaign and Number

    dialed for Outbound Camapign

    Open CTI Soft Phone Interface

    To Drop Connected Calls

    Update Details other than Phone Number

    Call State like Offering, Connected, Hold, Wrap

    Leadset Id or Remarks entered while uploading

    data. In case of Callbacks it is prefixed with callback and for

    urgent it is prefixed with Urgent

  • New Call Pop UP Call History Tab

    Call History with Details like Call Date and Time, Call Duration,

    Agentid to which it was connected, Call disposition and agent

    comments or remarks

  • New Call Pop UP Remarks Tab

    List of Call Disposition/Status to be

    entered every time to wrap the call. Values can be listed campaign wise.

    Property of Selected Call Dispostion. It can be

    Contact, Burnt, Sale or Followup or caombination

    of any 4 options.

    Click on Apply & Close to wrap present call and get ready to receive next call.

    Click on Apply & break to wrap present call

    and go on break.

    Click on Apply & Logout to wrap present call and

    Logout

    Check this if it this contact is to be dialed again some other time. This feature is allowed only when Burnt is not

    checked

    Mention redial date and time. This is as per time

    zone set if defined

    Check this if call has to be redialed to same

    agent. If not checked the call will eredialed to any

    agent login to this campaign

  • New Call Pop UP Extra Info Tab

    20 More Text Fields Provided to dispaly any information or rather ask agent to

    update the information as well.

    Each Field can be free text or list box along with free text. Each Field can be set campaign wise

    Name of Each Field. This can be defined

    campaign wise.

  • New Call Pop UP Ivrs Data Tab

    Displays the value of variable initialized during IVR FlowName of vairable

    initialized in IVR

    Value of Variable or IVR Input Provided

  • Thank You

    For any Further help, Please contact your administrator or Cube Software Pvt Ltd. Email: [email protected]

    Slide 1Slide 2Slide 3Slide 4Slide 5Slide 6Slide 7Slide 8Slide 9Slide 10Slide 11Slide 12Slide 13Slide 14Slide 15Slide 16Slide 17Slide 18Slide 19Slide 20Slide 21Slide 22Slide 23