Sunday, 16 June 2013

VICIDIAL; Create an inbound-group, point a DID at it, and take calls



 Create an inbound-group, point a DID at it, and take calls

 

Inbound Group

 

·         Click ‘Inbound’.
·         Click ‘Add A New In-Group’.
·         Fill in the fields;
o    Group ID: This is the short name of the inbound group and is not editable after initial submission.
o    Group Name: This is a description of the group
o    Group Color: The colour set here will be the colour that is displayed in the VICIdial client app when a call comes in on this group.
o    Active: Yes’.
o    Admin User Group: This is the admin user group for this inbound group. This allows admin viewing of this in-group restricted by user group.
o    Web Form: Can be left blank, if you have a CRM, put its search page address here.
o    Voicemail: Can be left blank.
o    Next Agent Call: This determines which agent receives the next call that is available.
o    Fronter Display:Y’. This field determines whether the inbound VICIDIAL agent would have the fronter name - if there is one - displayed in the Status field when the call comes to the agent.
o    Script: Can be left blank.
o    Get Call Launch: Leave to ‘NONE’.
·         When you are happy with the settings click ‘Submit’.

 

Direct Inward Dialing (DDI)

 

·         Next you need to create a DID entry.
·         Click ‘Inbound’, then ‘Add A New DID’.
·         Fill in the fields;
o    DID Extension: This is the number, extension or DID that will trigger this entry and that you will route within the system using this function.
o    DID Description: This is the description of the DID routing entry.
o    Admin User Group: This is the administrative user group for this did, this allows admin viewing of this did restricted by user group.
·         When you are happy with the settings click Submit’.
·         Click on the newly created DID, to configure additional options.
o    Active:Y.
o    DID Route: This is the type of route that you set the DID to use.
o    In-Group ID: If ‘IN_GROUP’ is selected as the ‘DID Route’, then this is the In-Group that calls will be sent to.
o    In-Group Call Handle Method: If ‘IN_GROUP’ is selected as the ‘DID Route’, then this is the call handling method used for these calls.
o    In-Group Agent Search Method: If ‘IN_GROUP’ was selected as the ‘DID Route’, then this is the agent search method to be used by the inbound group
o    In-Group Phone Code: If ‘IN_GROUP’ is selected as the ‘DID Route’, then this is the Phone Code used if a new lead is created.
o    The other settings can be left at default.
·         When you are happy with the settings click ‘Submit’.

 

Configuring a campaign for calls

 

·         Now that you have created an ‘In-Group’ and pointing a ‘DID’ entry to it, go to ‘Campaigns’ and click ‘Add A New Campaign’, to create a new Inbound/Closer capable campaign.
·         Fill in the fields;
o    Campaign ID: This is the short name of the campaign, it is not editable after initial submission.
o    Campaign Name: This is the description of the campaign
o    Campaign Description: This is a memo field for the campaign, it is optional.
o    Admin User Group: This is the administrative user group for this campaign, this allows admin viewing of this campaign as well as the lists assigned to this campaign to be restricted by user group.
o    Active: Y’.
o    Allow Closers: Y’.
o    Hopper Level: Set to ‘5’.
o    Auto Dial Level: Set to ‘1’.
o    Next Agent Call: This determines which agent receives the next call that is available.
o    Local Call Time: This is where you set during which hours you would like to dial.
·         When you are happy with the settings click ‘Submit and go into the ‘Detail View of this campaign.
o    Allow Inbound and Blended: Y’.
o    Dial Method: RATIO’.
o    Scroll to ‘Allowed Inbound Groups’ and select the ‘In-Group’ which was created earlier.
·         Once you are happy with these settings click ‘Submit’.

5 comments:

  1. I have created campaign DID and group
    but it can't take calls


    please suggest me

    ReplyDelete
  2. i have also created above setting but can't work

    ReplyDelete
    Replies
    1. give me access i will do...

      Delete
    2. Hello i am trying to do inbound, I dont know how to setup

      Delete
  3. Ensure that the DID is pointed correctly by your carrier/provider.

    You can check asterisk itself to test if the number is hitting your server. Hit asterisk -r | grep YOUR_NUMBER on the command line interface if your using Linux. Or check the asterisk log files.

    VICIdial free manual can be found here;

    http://www.vicidial.org/download_survey.php

    ReplyDelete