Welcome to the CallAssist Configuration Presentation

This presentation will give you an overview of how to set up and configure CallAssist

CallAssist is a dialer that allows a telemarketer to quickly make a large number of outbound calls. It's ideal for assisting those in small call centers or the telemarketer working by themself with their telemarketing campaigns. Also great for market research due to its flexibility in recording call outcomes.

Introduction:

CallAssist is a telemarketing phone dialer that makes it easy to manage calling thousands of people.

The first thing we need to do is login to CallAssist. Enter The default User Name is 'admin' and Password is 'admin'.

Logging in to CallAssist

Note: The default user for this software is “admin” and password is “admin”. This can be changed once logged in to CallAssist and additional users set up if required.

A blank screen will appear, which has a toolbar along the bottom edge.

You will also notice the Campaign name up on the top left.

We are next going to set up a Campaign.Click on:●Options, then●Setup Campaigns

It will then bring up a dialog box as shown on the right hand side

Enter a name into the Campaign Name box at the top (eg My Campaign) then press the Enter Key.This will move the newly created Campaign to the bottom of the list.

Campaign Setup

In the Script box, on the same line as your new campaign name, you can enter in a script. It is easiest if you write this in Microsoft Word, and then copy/paste it into the script box.

Next we need to view Dial Card settings.● Click on Options● Select Grid Custom Setup● Select Dial Card

Next we will be setting up our Dial Card. The Dial Card is simply the screen on the left side which gives you all the details about the person you are calling.

Setup Dial Card Layout

1. Maximize the screen, this is to show you all the fields that can be shown on the Dial Card.

2. The column on the left hand side is customizable.

3. The Label is what you want to call it. 4. Show lets you choose if you want to show it or not.

5. Scroll down to Text5 – highlight Label. Type in Color.

Under Text6 – type in Shape.

6. Click OK to close.

Importing Data

Next we will import an example data file, so you can see the layout of the Dial Card.

To do this:

1. Click on File, then Import, then Import Dial List

2. Choose All File Types

3. Select egDialListTelephoneName.txtThis example file is loaded inC:\Program Files\Acarda\CallAssistby default

4. Click Open

Do you see the preview window?

On the left hand side, it shows all the fields you can possibly import.

1. Scroll down to Telephone, select as 1 (Position 1)

2. Now scroll to Full Name (not First Name), select as 2, press Enter.

3. Click

It will say “Import Finished, 8 records were imported”.

4. Click

After importing your telephone list into CallAssist, this is what it should look like.

On the left hand side you find the Dial Card. It includes all information about the person being called.

On the right hand side is the Dial List. This is a summary list of all the record in the campaign.

As you can see, the layout now includes the Color and Shape labels that we configured just before. It may not be located under the same heading as this example, but you should be able to see these fields in the Dial Card.

Selecting The Dialing Device

Is the modem plugged in? If yes, unplug the telephone line so it doesn't call anybody.

Let's check the modem...

1. Click on Options●Then select Settings●Then click on the Telephony Tab

2. This is where you select the one that resembles a modem. An example is given below.

CallAssist can dial through any TAPI compatible device. The most common TAPI compatible device is a modem. If you are purchasing a modem, try and get what is known as a hardware modem, as software modems usually aren't TAPI compatible do don't work well.

Toolbar Buttons

Before we dial out, we need to know what the buttons mean at the bottom of CallAssist.

Dial: This is used when dialing your first contact.

Hang Up: This is used to hang up the modem, not to hang up the call if Auto hang up is not checked.

Action: is used when you are wanting to play a recorded message or record the conversation.NB. some countries have laws prohibiting the recording of a conversation with out the prior knowledge of the called recipient, please ensure that the software is used in a manner to comply with these laws.

Response: will display a list of Responses that can be set up via Options, Support Tables, Responses. Otherwise known as the Disposition of the call.

Re-Queue: This is used when you want to move the current record to the end of the list and call it again later because it's busy or not answered.

Dial Next: is similar to the Dial button but used to call the next number in the list. Use this when you have finished speaking to the current call.

Do Not Call: is used when the person you have called has requested to not be called again. It will be saved in the Do Not Call list.

Delete: is used when you want to delete the currently selected record.

Click Next Dial, it brings up the next record.

When you are talking to someone, the response button is for when you have a final outcome of the call.Click the Response button, these are customizable too.

You can enter information on the call in the other fields.

If you can't get hold of anyone, or they ask you to call them back, DO NOT click response, rather click the Re-Queue button, or click under the Call Back heading on the left to schedule a Call Back.

If you encounter an Answer machine or wish to record part of a conversation, then click the Action button. This will bring up this dialog box.

Dialing from CallAssist

It is best to always work from the top of the list rather than midway down the list. Usually you start by clicking Dial, and after that call use Dial Next.

That was an overview of how it all works.You may also like to refer to one or more of the User Guides.

If you have any questions regarding this CallAssist Configuration Presentation Guide, please do not hesitate to contact us on either the details below, or via email:

salessupport@acarda.com

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