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Get Customer Informacion

API Rest Agent API

API: Get Customer Informations Description The API is responsible for retrieving the client’s information. 🔗 URL https://DOMAIN.croco-dial.net/goAPIv2/goAgent/goAPI.php Note: Replace DOMAIN with the specific domain you want to query. 📝 Required Para...

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 will find the Manager option. Upon selecting it, a menu with various options will be displayed. In the menu that has opened, you must locate the Telephony secti...

Edit Campaign

Supervisor Interface Campaigns

There are two ways to edit a campaign. One is by clicking on the campaign name, which is highlighted in blue. The other is by selecting the Edit option under the Action section.

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 will find the Manager option. Upon selecting it, a menu with various options will be displayed. In the menu that has opened, you must locate the Telephony secti...

Delete Campaigns

Supervisor Interface Campaigns

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

How to Transfer a Call

Agent Interface

To transfer a call, the first requirement is to be on an active call. Then, in the upper right section—above the pause or resume call option—you will see two buttons: one with a dollar symbol and another with a handshake icon. To proceed with the transfer, you...

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 (unpaused), while Off indicates it is paused.

Campaign Definition

Supervisor Interface Campaigns

A campaign is a structured set of communication activities within the system, created with a specific purpose in mind. This purpose may include sales, collections, customer support, or surveys. Each campaign brings together key elements such as contact lists ...

Lead Selection Rules

Supervisor Interface Campaigns

This section explains how leads are selected from the pool and loaded into the lead hopper. Leads are first filtered according to their statuses and then sorted based on the selected criteria. List Order The List Order menu determines the primary order in wh...

Scheduling and Time Windows

Supervisor Interface Campaigns

This section defines when the campaign is allowed to run, ensuring that calls are made only within the configured time frames. Campaign Start/End DatesDefines the period during which the campaign will be active. Outside of these dates, no calls will be ex...

Agent Assignment

Supervisor Interface Campaigns

This section defines how agents are linked to campaigns and how their participation is managed within the system. Assigned Agent GroupsAgents are organized into groups that are assigned to specific campaigns, allowing for structured distribution of workload...

Scripts and Agent Interface

Supervisor Interface Campaigns

This section defines what agents see and interact with during calls, ensuring they have the necessary tools and information to handle each interaction effectively. Call ScriptsProvide predefined guidelines or dialogues that help agents communicate consisten...

Call Routing and Handling

Supervisor Interface Campaigns

This section defines what happens once a call is answered, ensuring that it is properly managed and directed within the system. Routing to AgentsDetermines how calls are assigned to available agents, ensuring efficient distribution based on availability or ...

Compliance Controls

Supervisor Interface Campaigns

This section ensures that campaign operations follow legal and regulatory requirements, helping maintain compliance and protect both the company and customers. Abandon Rate LimitsSets the maximum allowed percentage of abandoned calls, ensuring compliance wi...

Integrations

Supervisor Interface Campaigns

This section defines how the campaign interacts with external systems, enabling data synchronization and automated processes. CRM UpdatesAllows the system to send and update customer information in the CRM, ensuring that all interactions are properly record...

Performance and Scalability

Supervisor Interface Campaigns

This section covers the key factors that ensure the campaign runs efficiently and maintains optimal system performance. Concurrent Call LimitsDefines the maximum number of calls that can be handled at the same time, preventing system overload and ensuring s...

Edge Cases

Supervisor Interface Campaigns

This section outlines common situations that may occur during campaign operation and how they impact system behavior. No Available AgentsOccurs when there are no agents available to handle calls. In this case, calls may be queued, delayed, or not initiated ...

Login & Setup

Agent Interface Agent Work Flow

After logging in, you will need to log into the campaign that has been previously assigned to you by a supervisor. If the assigned campaign is not correct, please notify your supervisor. If you are ready to start receiving calls, you only need to pr...

Status & Control Bar

Agent Interface Agent Work Flow

Within the main user interface, you will find several available options: 1.My StatsDisplays your activity metrics, including: First Activity, Last Activity, Login Time, Total Calls, Break, Pause, Available, and Talk time. 2.VoicemailsShows the voicemail mess...

Script / CRM Panel

Agent Interface

This section defines the tools available to agents during interactions, allowing them to access information and capture data efficiently. Dynamic ScriptProvides adaptable call scripts that change based on the interaction, guiding agents through conversation...