Articles

 Predictive Dialer Getting Started Guide

Step #1 Add Your Campaign Log into the Dialer by clicking here and enter your information as...

 Predictive Dialer How to Setup Video

 Predictive Dialer How to Use Overview Video

We have prepared a short informational video on the dialer functionality and using the dialer. If...

 Predictive Dialer Contact View Tab Features

Get Contact: If you have a number that you hung up on and would like to try again.  The number...

 Predictive Dialer How do I add import upload numbers contacts leads to a campaign

Step #1 File FormatThe dialer requires your contacts file to be in a .CSV-MSDOS format.Click here...

 Predictive Dialer How do I add import upload numbers contacts leads to the DNC Do Not Call list

DNC requests and DNC lists can be uploaded in a couple different ways either either by the...

 Predictive Dialer How do I add or edit a campaign

Add a Predictive Dialing Campaign  Click on the campaigns tab  Click Create or Edit  Or to...

 Predictive Dialer How do I delete remove numbers leads contacts to a campaign

To remove contacts from a campaign in the predictive dialer you would first click on the...

 Predictive Dialer How do I join or start a campaign

On the home tab, click on the campaign you would like to join.   If you are using the Dial...

 Predictive Dialer How do I set up configure custom call dispositions

   Click on the Admin Tab  Click on "Configure Custom Dispositions" in the lower right of the...

 Predictive Dialer How do I set up custom data base fields

Step #1 Click on the Admin Tab in the lower left of screen  Step #2  Click on "Setup Database...

 Predictive Dialer Agent Monitor How do I Speak, Barge In or Coach an agents call

Selected users can be given permission to Speak, Barge In or Coach a live call under the Agent...

 Predictive Dialer Assign Contact to Another User

To assign a contact to another user on the dialer you would select the Assign option from your...

 Predictive Dialer How do I Manage List View Tab columns

To add data columns to y our List View tab simply click on the Settings tab as shown below, then...

 Predictive Dialer How do I Set Up a Local Caller ID and Inbound Number DID

Our dialer solution supports both inbound and outbound calling functionality.  Just like with the...

 Predictive Dialer How do I Transfer or do a 3-Way Conference Call?

For both the Transfer and 3-Way transfer options you will want to add numbers to your agents...

 Predictive Dialer How do I change the caller ID settings?

The video above will show you where you can set your individual caller or campaign specific...

 Predictive Dialer How do I create users or add user?

In order to add additional users to your account you must have first paid for additional users...

 Predictive Dialer How do I edit a users settings privileges or defaults?

 Click on the Admin Tab    To the rigth of the users name select the Edit setting button.  To...

 Predictive Dialer How do I export call reports call records or phone numbers?

   To download data for a specific campaign click on the Campaigns tab and Choose the specific...

 Predictive Dialer How do I increase or decrease the calling speed?

 Click on the campaigns tab  Click on the pencil icon for the campaign you are editing...

 Predictive Dialer How do I join a campaign using Zoiper

 Predictive Dialer How do I manual call dial?

To generate a manual call you must be first be part of a calling campaign. To join a campaign...

 Predictive Dialer How do I re-call rework recycle rehash my contacts?

Check the boxes next to the Call Disposition in the list to the right you want to recycle/call...

 Predictive Dialer How do I record and listen to calls made by the dialer

In order to record calls made by the dialer from a campaign you must enable the Record All option...

 Predictive Dialer How do I record manual dialed calls

In order to record manual dialed calls you must enable the Record Direct Calls option in the user...

 Predictive Dialer How do I see my call log who I called?

 Click on the Contact View Tab  Click the Address Book Icon (shown below) above the green Get...

 Predictive Dialer How do I set up Answering Machine Voicemail message drop?

When the system connects with a voicemail / answering machine the user can select the Play Msg...

 Predictive Dialer How do I set up SMS Templates

The dialer supports one-click SMS text sending, no attachments are allowed you must use hyper...

 Predictive Dialer How do I set up a wait for agent or abandonment message?

Watch the short video below for an overview, then continue to the step by step instructions...

 Predictive Dialer How do I set up campaign call scripts?

Step #1 Click on the Edit Settings button bottom left Step #2 Click on Setup Scripts Step #3...

 Predictive Dialer How do I set up or change music on hold while waiting?

Click on the Settings option bottom left of the screen Next Choose/Edit the MOH (Music oh Hold)...

 Predictive Dialer How do I set up user email templates to send emails?

The dialer supports one-click email sending in HTML format, no attachments are allowed you must...

 Predictive Dialer How do I view agent stats and productivity report ?

Once you click on "Display Agent Productivity", you will see a new window appear. At the top of...

 Predictive Dialer How do I view or refresh campaign stats

To check stats or refresh stats on a campaign click on the Campaigns tab Click on the green...

 Predictive Dialer I Click on campaign but it does not dial or make calls

There is a few reasons why this could happen so lets go through each one. Trying to share a...

 Predictive Dialer Why do agents show up as unknown in the Agent Monitor tab?

If your agents are showing up as a status of "unknown" this is because they have not taken a call...

 Predictive Dialer Connection - WebPhone

This connection method will allow you to speak with callers through your computers default sound...

 Predictive Dialer Connection Method - Dial In

Connection Method Dial-In This method of connection to the dialer is available and should be...

 Predictive Dialer Connection Method - PBX

Connection Method PBX Phone System If you have a PBX phone system integration is easy! Just have...

 Predictive Dialer Connection Method - SIP/Soft Phone

This method of connection is suggested if you do not have or do not want to use a land line phone...

 Predictive Dialer Connection Method - SIP/Soft Phone Xlite Settings

This method of connection is suggested if you do not have or do not want to use a land line phone...

 Predictive Dialer Connection Method - SIP/Soft Phone Zoiper Settings

This method of connection is suggested if you do not have or do not want to use a land line phone...

 Predictive Dialer How do I add user phone book numbers for transferring calls?

To add numbers to your agents phone book for transfering calls (this will enable your agents to...

 Predictive Dialer Trouble Shooting I am experiencing drop calls , poor voice quality or screen freezes

There are a few reasons this can happen. Poor voice quality caused by the network will manifest...

 Predictive Dialer Trouble Shooting What are the technical requirements for my computer network?

Browser SoftwareWe suggest you use the most current version of Chrome or Firefox. Computer...

 Predictive Dialer Trouble Shooting What routers are compatible?

Apple Airport Current Status: Compatible Recommendation: Suitable for 1-3 phones Comments:...

 Predictive Dialer Trouble Shooting Why am I waiting a long time for a call?

 This can be due to multiple reasons so lets go through them: You may have your dial rates set...

 Predictive Dialer AMD Answering Machine Detection

AMD Answering Machine Detection is the process in which the system will try to detect if it is a...

 Predictive Dialer API for posting importing leads to the dialer

The Predictive Dialer API supports a single contact entry, directly into a campaign. It is NOT...

 Predictive Dialer CRM Blitz Lead Manager Dialer Integration

InterCloud9 supports web posting integration with Blitz Lead Manager.  This is done through a...

 Predictive Dialer CRM Integration

InterCloud9 supports web posting integration with various CRM suites such as Zoho, Leadmailbox,...

 Predictive Dialer CRM Leadmailbox Integration

InterCloud9 supports web posting integration with Leadmailbox.  This is done through a "WEB GET"...

 Predictive Dialer CRM SalesForce Dialer Integration

InterCloud9 supports posting leads into SalesForce, this is done through a Web to Lead POST.In...

 Predictive Dialer CRM Zoho Forms Dialer Integration

InterCloud9 supports posting a contacts information from the dialer into Zoho Forms.You can use...

 Predictive Dialer Paired Location Caller ID

The predictive dialer has the ability to rotate Caller IDs based on the area code of the number...

 Predictive Dialer Zapier Zap integration

Create a Zap to work with your CRM in this example we will connect Zoho CRM. If your are unsure...

 Convert an excel file from .xls to .csv MAC

How do I save the Import/Export CSV with Excel on Mac OS X? If you're using Excel on Mac OS X...

 Convert an excel file in .xls to .csv file Windows

How to convert a .xls file into a .csv format file If you dont have Excel you can use a Free...

 Dialer Call Status Codes

UNSPECIFIED This is usually given by the router when none of the other codes apply. This...

 Predictive Dialer Default Audio Device Set Up

For Windows 7/8/10: Go to your Control Panel Click Hardware and Sound Click Manage Audio...

 Predictive Dialer WebPhone and Chrome

Users should be prompted to allow the dialer to use the computers speakers and microphone when...

 Predictive Dialer WebPhone and Firefox

Users should be prompted to allow the dialer to use the computers speakers and microphone when...