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Agent Assignment

Supervisor Interface Campaigns

This section defines how agents are linked to campaigns and how their participation is managed wi...

Updated 3 months ago by Bruno

Lead Selection Rules

Supervisor Interface Campaigns

This section explains how leads are selected from the pool and loaded into the lead hopper. Leads...

Updated 3 months ago by Bruno

Campaign Definition

Supervisor Interface Campaigns

A campaign is a structured set of communication activities within the system, created with a spec...

Updated 3 months ago by Bruno

List of Users

Supervisor Interface User Management

Within the side options bar, you will need to select the User Manager option. Within the Users...

Updated 3 months ago by Aldo

Create campaign

Supervisor Interface Campaigns

Once you are inside Crocodial, you will see the menu bar on the left-hand side. In this bar, you ...

Updated 3 months ago by Aldo

Delete User

Supervisor Interface User Management

To delete or disable a user, you only need to click the Disable User button.

Updated 3 months ago by Bruno

Edit User

Supervisor Interface User Management

You will notice that the selected user has a gear-shaped icon; this is the option used to edit th...

Updated 3 months ago by Bruno

Create User

Supervisor Interface User Management

In the upper-right corner, you will see a plus (+) icon. Click it to open a pop-up window where...

Updated 3 months ago by Bruno

How to turn off a Campaign

Supervisor Interface Campaigns

Go to edit the campaign and locate the option called Active, where you will have the choice betwe...

Updated 3 months ago by Bruno

How to Pause a Campaign

Supervisor Interface Campaigns

To pause or resume a campaign, it is important to note that On indicates the campaign is active (...

Updated 3 months ago by Bruno

Delete Campaigns

Supervisor Interface Campaigns

To delete a campaign, you only need to select the Action menu and choose the Delete option.

Updated 3 months ago by Bruno

List of Campaigns

Supervisor Interface Campaigns

Once you are inside Crocodial, you will see the menu bar on the left-hand side. In this bar, you ...

Updated 3 months ago by Bruno

Edit Campaign

Supervisor Interface Campaigns

There are two ways to edit a campaign. One is by clicking on the campaign name, which is highligh...

Updated 3 months ago by Bruno

Supervisor UI

Getting Started UI Overview

The supervisor view is divided in the following areas: 1-On the left-hand side, there is a menu ...

Updated 3 months ago by Aldo

Basic Concepts

Getting Started

This section defines the core operational entities within Crocodial. Understanding these concepts...

Updated 3 months ago by Bruno

AGENT

Getting Started UI Overview

1-On the lower-left side, you will find quick access shortcuts to a calculator and a button to re...

Updated 3 months ago by Bruno

First Login

Getting Started

To register for the first time, you will need to log in using the username and password provided ...

Updated 3 months ago by Bruno

Get Customer Informacion

API Rest Agent API

API: Get Customer Informations Description The API is responsible for retrieving the client’s ...

Updated 3 months ago by Bruno

Common Error Responses

API Rest Common Error Responses

Below are the most common error responses returned by the API, along with their descriptions to f...

Get Current Leads on Hopper by Campaign

API Rest Campaigns

API: getLeadsOnHopper Description This endpoint retrieves all leads currently in the hopper for...