Quick Reference and User Guide

Quick Reference and User Guide
USA Dialer Services Hosted predictive Dialer
Sales / Customer Service / Technical Support 800-506-9982 Ext 103
Updated
5.11.2014
www.usadialerservices.com
Website for Admin / User Login: http://dialer.usadialerservices.com
Email: support@usadialerservices.com
Table of contents
Glossary
Check my internet speed
Starting steps for a new Dialer User
Go to dialer.usadialerservices.com
Down load Adobe Flash
Down load www.teamviewer.com
Eyebeam down load and set up
Where is the Eye Beam license key
How do I set up Eye beam
How to start using the dialer
How to monitor and coach an user
2
3
4
5
5
5
7
10
13
10 to
25
26-35
53 to 54
Glossary
Table of contents
How do I know if I have enough band with as I a using the dialer / Latency
What URL do I go to log into the Dialer
Where do I go to login to the dialer ( Step 1)
How do I find my Eyebeam License Key
How can I test my Eyebeam
How do I login to the Dialer
How do I find my SIP number
How do I log into a Campaign
How do I know when I am logged in correctly
How do I know when I am connected to a live call
2|Page
Page
4
5
6
14
23
26
29
30
32
33
How do I add Notes to a prospect (Step 1 & 2)
How do I disposition a call (Step 3)
How to schedule a call back in the dialer
How do I disposition a call as a "DNC" or "Not Interested"
How do I leave a pre-Recorded message
How do I play a live Audio
How do I transfer a Live Call
How do I complete a live 3 way call
How to find a Number / Prospect that was connected to a specific user such a “Dialer 1”
How to modify the prospects original phone number
How do I set up my Set up Eyebeam
User interface features
How do I make a "Manual" call from the Dialer
I hear the dialer from my computer and not my head set
How do I load an Audio file?
How do I change the music on hold for a dialer user
3|Page
34
34
34
34
35
35
36
37
38
41
10 to 25
27 to 35
39 to 40
42 to 44
47 to 50
51 to 52
Checking my internet bandwidth before I use the dialer
(Using a wireless connection can result in poor sound quality and connection)
4|Page
Steps for a new USA Dialer User
1. Go to a new browser window and type in : http://dialer.usadialerservices.com
(You may need to down load “Adobe Flash” two times)
5|Page
6|Page
2. Download the free version of www.teamviewer.com
7|Page
Please choose
Basic installation
&
Personal / Non-commercial use
8|Page
Once you have down loaded www.teamviewer.com you will see the next screen. You will need to
provide the help desk ID & Password to assist you.
9|Page
3. Down load your soft phone : Eye-beam
10 | P a g e
Down loading & setting up Eyebeam
( This is your telephone connection to use the dialer)
Type or copy this link into a new internet browser:
http://usadialerservices.com/eyebeam.html When you clicked on the link in “Step 1” and you followed the steps down to
“Step 5” from the link you pasted in the URL , When you left click on the “Blue link” “Eyebeam 1.5.7 License key” it will open up a new window that has the license key in it.
11 | P a g e
12 | P a g e
When you clicked on the link in “Step 1” and you followed the steps down to “Step 5” from the link you pasted in the URL , When you left click
on the “Blue link” “Eyebeam 1.5.7 License key” it will open up a new window that has the license key in it. Copy it past it in the license area
13 | P a g e
Key code for Eyebeam: FFM9NEQKSUNY73BL2TH4CZ8ZA5GVR6DPTLRAWN77-DAZR7XMURPKE83QTA7S7LM63
14 | P a g e
15 | P a g e
16 | P a g e
17 | P a g e
18 | P a g e
19 | P a g e
20 | P a g e
21 | P a g e
22 | P a g e
23 | P a g e
Test my Mic & Hearing adjustments on the Eyebeam
When you are all set up type 5000 on the Eyebeam and press the “Green phone” on the Eyebeam. You will hear yoru Eyebeam
has been configured corectly. Then you wil be asked to speak into your mic and say some thing. Then Press any key to hear the
recording. Adjust the “Mic” or “Hearing” volume slides on the Eyebeam to desired levels.
24 | P a g e
After logging back into your Eyebeam is should register your Sip ID that is located under your
settings tab in the lower left corner ( See example on next page)
(Remember that the SIP_ 23 is specific to the user and can not be used at the same time with another user login under the same SIP ID )
25 | P a g e
26 | P a g e
How to start using the dialer as a “Dialer User”
27 | P a g e
Dialer User Interface and Features
28 | P a g e
29 | P a g e
30 | P a g e
31 | P a g e
32 | P a g e
33 | P a g e
34 | P a g e
35 | P a g e
36 | P a g e
How to tranfer a live call
37 | P a g e
How to complete a 3 way a live call
38 | P a g e
How to find a Number / Prospect that was connected to a specific user such a “Dialer 1”
39 | P a g e
How to make a “Manual Call” / Call back from the dialer
40 | P a g e
41 | P a g e
How to modify the prospects original phone number
42 | P a g e
I hear the sound through my computer and not my head set. How do I fix it?
43 | P a g e
44 | P a g e
45 | P a g e
How to schedual a call back
46 | P a g e
How do I disposition a call as a "DNC” or "Not Interested"
47 | P a g e
How to load an Audio file
48 | P a g e
49 | P a g e
50 | P a g e
51 | P a g e
How to change the music on hold for the Dialer User
52 | P a g e
53 | P a g e
How to Monitor, Coach, Barge a call with an active User
54 | P a g e
55 | P a g e