12 - User Guide - QuickCallClient Presentation PDF

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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

No of Calls In
Queue

Login Extension

Agent Extension
Current State

Login Campaign ID

Duration since
current state

Login Since
00:00 Hrs

Phone Physically not


ready since 00:00 Hrs

Rest Break 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 History


Select Campaign.
Default = Login Campaign

Refresh List

Call Details

Call Statistics
Change Agent
Comments/Remarks
Change Call Status

Manual Pass for Agent to Request


New/Existing Number for Dialing
Phone
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

Call List
Total
Scheduled
Calls till
selected date
Total Urgent
Calls till
selected date
Total CallBack
till selected
date

Request
Dialer to Dial
Now

Change Agent Password

Enter Present
Password

Enter New
Password

ReEnter New
Password

CTI Soft Phone Controls


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

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

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

Accept
Preview and
call will be
dialed out.
First to agent
and then to
displayed
number

Last Call Dial


details with
Agent remarks
Scheduled Date
and Time of call

Reject Preview
and call will not
be dialed out

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
Call State like Offering,
Connected, Hold, Wrap

Open CTI Soft Phone


Interface

To Drop Connected
Calls
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
Update Details other
than Phone Number

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


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

List of Call
Disposition/Status to be
entered every time to wrap
the call. Values can be
listed campaign wise.

Mention redial date and


time. This is as per time
zone set if defined

Property of Selected Call


Dispostion. It can be
Contact, Burnt, Sale or
Followup or caombination
of any 4 options.

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

Click on Apply & break


to wrap present call
and go on break.

Click on Apply & Logout


to wrap present call and
Logout

Click on Apply & Close to


wrap present call and get
ready to receive next call.

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.

Name of Each Field.


This can be defined
campaign wise.

Each Field can be


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

New Call Pop UP Ivrs Data Tab

Name of vairable
initialized in IVR

Displays the value of


variable initialized
during IVR Flow

Value of Variable or
IVR Input Provided

Thank You

For any Further help, Please contact your


administrator or Cube Software Pvt Ltd.
Email: support@cube-software.com

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