Supervisor Interface
Campaigns
The Campaigns Management section defines how outbound (and optionally inbound) campaigns are conf...
Campaign Definition
A campaign is a structured set of communication activities within the system, created with a spec...
List of Campaigns
Once you are inside Crocodial, you will see the menu bar on the left-hand side. In this bar, you ...
Create campaign
Once you are inside Crocodial, you will see the menu bar on the left-hand side. In this bar, you ...
Edit Campaign
There are two ways to edit a campaign. One is by clicking on the campaign name, which is highligh...
Delete Campaigns
To delete a campaign, you only need to select the Action menu and choose the Delete option.
How to Pause a Campaign
To pause or resume a campaign, it is important to note that On indicates the campaign is active (...
How to turn off a Campaign
Go to edit the campaign and locate the option called Active, where you will have the choice betwe...
Lead Selection Rules
This section explains how leads are selected from the pool and loaded into the lead hopper. Leads...
Scheduling and Time Windows
This section defines when the campaign is allowed to run, ensuring that calls are made only wit...
Agent Assignment
This section defines how agents are linked to campaigns and how their participation is managed wi...
Scripts and Agent Interface
This section defines what agents see and interact with during calls, ensuring they have the neces...
Call Routing and Handling
This section defines what happens once a call is answered, ensuring that it is properly managed a...
Compliance Controls
This section ensures that campaign operations follow legal and regulatory requirements, helping m...
Integrations
This section defines how the campaign interacts with external systems, enabling data synchronizat...
Performance and Scalability
This section covers the key factors that ensure the campaign runs efficiently and maintains optim...
Edge Cases
This section outlines common situations that may occur during campaign operation and how they imp...
User Management
The User Management section defines how agents, supervisors, and administrators are created, orga...
List of Users
Within the side options bar, you will need to select the User Manager option. Within the Users...
Create User
In the upper-right corner, you will see a plus (+) icon. Click it to open a pop-up window where...
Edit User
You will notice that the selected user has a gear-shaped icon; this is the option used to edit th...
Delete User
To delete or disable a user, you only need to click the Disable User button.
How to assign campaigns
To assign a campaign, you will need to select a profile, and the user will automatically have acc...