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Predictive Dialer Getting Started Guide Step #1 Log into the dialer Log into the Dialer by clicking here and enter your information as... 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.We do not... 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 Step #1 Click on the Campaigns tab Step #2 Click Create New Campaign (top right of screen)  OR... Predictive Dialer How do I delete remove numbers leads contacts in 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 Step #1 Click on the Admin Tab  Click on "Configure Custom Dispositions".  Enter your Custom... 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 Transfer or do a 3-Way Conference Call? For both the Transfer and 3-Way transfer options you will want to add numbers to each agents... Predictive Dialer How do I add or edit a user In order to add additional users to your account you must have first paid for additional users... Predictive Dialer How do I add verify a new caller ID  Select the Admin icon bottom left of screen  Select Configure Caller IDs Add your Caller ID... Predictive Dialer How do I change the caller ID Shown The caller ID shown can be changed for three different options explained in more detail below.... Predictive Dialer How do I edit a users password settings privileges or defaults  Click on the Admin Tab bottom left of screen    Below the users name select the Edit setting... 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 first set the caller ID in your user profile. Set your... Predictive Dialer How do I recall rework recycle move my contacts You would start by going to your campaigns page https://pd.intercloud9.com/#!/campaign  Next... 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 Text 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 The Waite for Agent or Abandonment Message is used to play callers a pre defined message if no... Predictive Dialer How do I set up campaign call script 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 inbound caller ID Our dialer solution supports both inbound and outbound calling functionality.  Just like with the... 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 reporting stats and productivity report From your Dashboard screen you click on "Display Agent Productivity", you will see a new window... Predictive Dialer How do I view or refresh campaign stats To refresh the stats on a campaign click on the Campaigns tab menu bar  Next click on the... 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 only... 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 Entering numbers into your phone book simplifies transferring calls. This will need to be done... 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 Zapier posting leads to the dialer Create a Zap to post leads from Zapier into the dialer. The Predictive Dialer API supports a... Predictive Dialer API Blitz Lead Manager Dialer Integration InterCloud9 supports web posting integration with Blitz Lead Manager.  This is done through a... Predictive Dialer API CRM Integration InterCloud9 supports web posting integration with various CRM suites such as Zoho, Leadmailbox,... Predictive Dialer API Leadmailbox Integration InterCloud9 supports web posting integration with Leadmailbox.  This is done through a "WEB GET"... Predictive Dialer API SalesForce Dialer Integration InterCloud9 supports web posting integration with SalesForce.  This is done through a "WEB GET"... Predictive Dialer API Zapier Integration Create a Zap to post leads from the dialer to thousands of Apps in Zapier. If your are unsure how... Predictive Dialer API Zoho Forms Integration InterCloud9 supports posting a contacts information from the dialer into Zoho Forms.You can use... Predictive Dialer API posting leads to the dialer The Predictive Dialer API supports a single inbound contact entry, directly into a campaign. It... Predictive Dialer Paired Location Local Presence Caller ID The predictive dialer has the ability to automatically rotate Caller IDs you have purchased and... 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...
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