{"id":7331,"date":"2023-01-25T13:07:00","date_gmt":"2023-01-25T12:07:00","guid":{"rendered":"https:\/\/elegant-margulis.82-165-125-94.plesk.page\/getting-started\/use-dialer-panel\/"},"modified":"2023-10-29T10:12:42","modified_gmt":"2023-10-29T09:12:42","slug":"use-dialer-panel","status":"publish","type":"post","link":"https:\/\/help.kavkom.com\/en\/predictive-app\/use-dialer-panel\/","title":{"rendered":"Use dialer panel"},"content":{"rendered":"\n<p>The predictive dialer panel is the interface used by agents.<\/p>\n\n\n\n\n\n<p>To access the dialer panel, click on &#8220;Dialer panel&#8221; in the menu bar.<\/p>\n\n\n\n<figure class=\"wp-block-image aligncenter size-large is-resized\"><a href=\"https:\/\/help.kavkom.com\/wp-content\/uploads\/2022\/12\/predictif-acces-poste-de-travail-1024x187.png\" target=\"_blank\" rel=\"noreferrer noopener\"><img fetchpriority=\"high\" decoding=\"async\" width=\"1024\" height=\"187\" src=\"https:\/\/help.kavkom.com\/wp-content\/uploads\/2022\/12\/predictif-acces-poste-de-travail-1024x187.png\" alt=\"Predictive Dialer panel access\" class=\"wp-image-4432\" style=\"width:1024px;height:187px\" srcset=\"https:\/\/help.kavkom.com\/wp-content\/uploads\/2022\/12\/predictif-acces-poste-de-travail-1024x187.png 1024w, https:\/\/help.kavkom.com\/wp-content\/uploads\/2022\/12\/predictif-acces-poste-de-travail-300x55.png 300w, https:\/\/help.kavkom.com\/wp-content\/uploads\/2022\/12\/predictif-acces-poste-de-travail-150x27.png 150w, https:\/\/help.kavkom.com\/wp-content\/uploads\/2022\/12\/predictif-acces-poste-de-travail-768x140.png 768w, https:\/\/help.kavkom.com\/wp-content\/uploads\/2022\/12\/predictif-acces-poste-de-travail-1536x280.png 1536w, https:\/\/help.kavkom.com\/wp-content\/uploads\/2022\/12\/predictif-acces-poste-de-travail.png 1912w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><\/a><\/figure>\n\n\n\n<h2 class=\"wp-block-heading\">Understand Dialer panel<\/h2>\n\n\n\n<p>The predictive Dialer panel is divided into 5 sections:<\/p>\n\n\n\n<figure class=\"wp-block-image aligncenter size-large is-resized\"><a href=\"https:\/\/help.kavkom.com\/wp-content\/uploads\/2022\/12\/predictif-poste-de-travail-1024x575.png\" target=\"_blank\" rel=\"noreferrer noopener\"><img decoding=\"async\" width=\"1024\" height=\"575\" src=\"https:\/\/help.kavkom.com\/wp-content\/uploads\/2022\/12\/predictif-poste-de-travail-1024x575.png\" alt=\"Predictive Dialer panel\" class=\"wp-image-4435\" style=\"width:1024px;height:575px\" srcset=\"https:\/\/help.kavkom.com\/wp-content\/uploads\/2022\/12\/predictif-poste-de-travail-1024x575.png 1024w, https:\/\/help.kavkom.com\/wp-content\/uploads\/2022\/12\/predictif-poste-de-travail-300x169.png 300w, https:\/\/help.kavkom.com\/wp-content\/uploads\/2022\/12\/predictif-poste-de-travail-150x84.png 150w, https:\/\/help.kavkom.com\/wp-content\/uploads\/2022\/12\/predictif-poste-de-travail-768x432.png 768w, https:\/\/help.kavkom.com\/wp-content\/uploads\/2022\/12\/predictif-poste-de-travail-1536x863.png 1536w, https:\/\/help.kavkom.com\/wp-content\/uploads\/2022\/12\/predictif-poste-de-travail.png 1920w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><\/a><\/figure>\n\n\n\n<ol class=\"wp-block-list\">\n<li>Dialpad<\/li>\n\n\n\n<li>CRM actions<\/li>\n\n\n\n<li>Lead informations<\/li>\n\n\n\n<li>Predictive dialer actions<\/li>\n\n\n\n<li>Lead file<\/li>\n<\/ol>\n\n\n\n<p>We&#8217;ll now explore each of these sections in detail.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"clavier-dappel\">Dialpad<\/h3>\n\n\n\n<figure class=\"wp-block-image aligncenter size-large is-resized\"><a href=\"https:\/\/help.kavkom.com\/wp-content\/uploads\/2022\/12\/predictif-poste-de-travail-clavier-dappel-1024x75.png\" target=\"_blank\" rel=\"noreferrer noopener\"><img decoding=\"async\" width=\"1024\" height=\"75\" src=\"https:\/\/help.kavkom.com\/wp-content\/uploads\/2022\/12\/predictif-poste-de-travail-clavier-dappel-1024x75.png\" alt=\"predictive dialer panel keypad\" class=\"wp-image-4438\" style=\"width:1024px;height:75px\" srcset=\"https:\/\/help.kavkom.com\/wp-content\/uploads\/2022\/12\/predictif-poste-de-travail-clavier-dappel-1024x75.png 1024w, https:\/\/help.kavkom.com\/wp-content\/uploads\/2022\/12\/predictif-poste-de-travail-clavier-dappel-300x22.png 300w, https:\/\/help.kavkom.com\/wp-content\/uploads\/2022\/12\/predictif-poste-de-travail-clavier-dappel-150x11.png 150w, https:\/\/help.kavkom.com\/wp-content\/uploads\/2022\/12\/predictif-poste-de-travail-clavier-dappel-768x56.png 768w, https:\/\/help.kavkom.com\/wp-content\/uploads\/2022\/12\/predictif-poste-de-travail-clavier-dappel-1536x112.png 1536w, https:\/\/help.kavkom.com\/wp-content\/uploads\/2022\/12\/predictif-poste-de-travail-clavier-dappel.png 1767w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><\/a><\/figure>\n\n\n\n<ol class=\"wp-block-list\">\n<li>Connecting \/ disconnecting from the campaign<\/li>\n\n\n\n<li>Call status \/ call duration \/ lead number<\/li>\n\n\n\n<li>Transfer: transfer the call<\/li>\n\n\n\n<li>3-way: a 3-way conference or accompanied transfer<\/li>\n\n\n\n<li>Argument: display a script<\/li>\n\n\n\n<li>Logs : latest agent activities<\/li>\n\n\n\n<li>Manual dial : place a call by dialing the number manually, or search for the number. If the number is associated with a lead record, this will automatically be displayed.<\/li>\n\n\n\n<li>Recent : consult the list of recent calls<\/li>\n\n\n\n<li>Display Webphone<\/li>\n\n\n\n<li>End call<\/li>\n<\/ol>\n\n\n\n<p class=\"warningbox\"><strong>Note<\/strong>\r\nTo configure transfer and 3-way numbers, as well as sales pitches, go to the &#8220;Manage predictive users&#8221; article.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"actions-CRM\">CRM actions<\/h3>\n\n\n\n<p class=\"warningbox\">This section only appears when the lead is registered in CRM.<\/p>\n\n\n\n<figure class=\"wp-block-image aligncenter size-large is-resized\"><a href=\"https:\/\/help.kavkom.com\/wp-content\/uploads\/2022\/12\/predictif-poste-de-travail-actions-crm-1-1024x62.png\" target=\"_blank\" rel=\"noreferrer noopener\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"62\" src=\"https:\/\/help.kavkom.com\/wp-content\/uploads\/2022\/12\/predictif-poste-de-travail-actions-crm-1-1024x62.png\" alt=\"predictive dialer panel crm actions\" class=\"wp-image-4444\" style=\"width:1024px;height:62px\" srcset=\"https:\/\/help.kavkom.com\/wp-content\/uploads\/2022\/12\/predictif-poste-de-travail-actions-crm-1-1024x62.png 1024w, https:\/\/help.kavkom.com\/wp-content\/uploads\/2022\/12\/predictif-poste-de-travail-actions-crm-1-300x18.png 300w, https:\/\/help.kavkom.com\/wp-content\/uploads\/2022\/12\/predictif-poste-de-travail-actions-crm-1-150x9.png 150w, https:\/\/help.kavkom.com\/wp-content\/uploads\/2022\/12\/predictif-poste-de-travail-actions-crm-1-768x46.png 768w, https:\/\/help.kavkom.com\/wp-content\/uploads\/2022\/12\/predictif-poste-de-travail-actions-crm-1-1536x93.png 1536w, https:\/\/help.kavkom.com\/wp-content\/uploads\/2022\/12\/predictif-poste-de-travail-actions-crm-1.png 1792w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><\/a><\/figure>\n\n\n\n<p>(1) <strong>Events<\/strong><\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Click on &#8220;Add&#8221; to add an event<\/li>\n\n\n\n<li>Click on &#8220;Calendar&#8221; to go to the calendar interface<\/li>\n\n\n\n<li>Click on &#8220;View recent events&#8221; to see the latest events for this lead.<\/li>\n<\/ul>\n\n\n\n<p>(2) <strong>Attachment<\/strong><\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Click on &#8220;Add&#8221; to attach files to the lead&#8217;s file.<\/li>\n\n\n\n<li>Click on &#8220;View recent&#8221; to see the attachments attached to this lead&#8217;s file.<\/li>\n<\/ul>\n\n\n\n<p>(3) <strong>Comments<\/strong>: add and retrieve comments for this lead<\/p>\n\n\n\n<p>(4) <strong>Dialer Call History<\/strong> : Display calls made to this lead in predictive mode<\/p>\n\n\n\n<p>(5) <strong>Call history<\/strong>: Display calls made to this lead in manual mode<\/p>\n\n\n\n<p>(6) <strong>SMS<\/strong>: send and retrieve SMS messages for this lead<\/p>\n\n\n\n<p>(7) <strong>Emails<\/strong>: send an email<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"informations-prospects\">Lead information<\/h3>\n\n\n\n<p>This section allows you to retrieve lead information. To configure the data fields, go to the article &#8220;Setup predictive dialer&#8221;. There are two types of view, depending on whether the lead is registered in CRM or not.<\/p>\n\n\n\n<h4 class=\"wp-block-heading\">View lead information not registered in CRM<\/h4>\n\n\n\n<figure class=\"wp-block-image aligncenter size-large\"><a href=\"https:\/\/help.kavkom.com\/wp-content\/uploads\/2022\/12\/predictif-poste-de-travail-fiche-contact-1024x550.png\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"550\" src=\"https:\/\/help.kavkom.com\/wp-content\/uploads\/2022\/12\/predictif-poste-de-travail-fiche-contact-1024x550.png\" alt=\"View lead information not registered in CRM\" class=\"wp-image-4454\" srcset=\"https:\/\/help.kavkom.com\/wp-content\/uploads\/2022\/12\/predictif-poste-de-travail-fiche-contact-1024x550.png 1024w, https:\/\/help.kavkom.com\/wp-content\/uploads\/2022\/12\/predictif-poste-de-travail-fiche-contact-300x161.png 300w, https:\/\/help.kavkom.com\/wp-content\/uploads\/2022\/12\/predictif-poste-de-travail-fiche-contact-150x81.png 150w, https:\/\/help.kavkom.com\/wp-content\/uploads\/2022\/12\/predictif-poste-de-travail-fiche-contact-768x412.png 768w, https:\/\/help.kavkom.com\/wp-content\/uploads\/2022\/12\/predictif-poste-de-travail-fiche-contact.png 1170w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><\/a><\/figure>\n\n\n\n<ol class=\"wp-block-list\">\n<li>Add lead to CRM by selecting the module in which they are to be registered<\/li>\n\n\n\n<li>Export lead information to an external CRM.<\/li>\n<\/ol>\n\n\n\n<h4 class=\"wp-block-heading\">CRM lead information view<\/h4>\n\n\n\n<p>You can add and modify information in this section during or after the call by clicking on the &#8220;Update&#8221; button in the top right-hand corner.<\/p>\n\n\n\n<p class=\"warningbox\"><strong>Note<\/strong>\r\nYou cannot change the phone number from dialer panel. If you wish to change it, go to the lead&#8217;s file in the CRM section.<\/p>\n\n\n\n<figure class=\"wp-block-image aligncenter size-large\"><a href=\"https:\/\/help.kavkom.com\/wp-content\/uploads\/2022\/12\/predictif-poste-de-travail-fiche-contact-crm-1024x584.png\" target=\"_blank\" rel=\"noreferrer noopener\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"584\" src=\"https:\/\/help.kavkom.com\/wp-content\/uploads\/2022\/12\/predictif-poste-de-travail-fiche-contact-crm-1024x584.png\" alt=\"CRM lead information view\" class=\"wp-image-4447\" srcset=\"https:\/\/help.kavkom.com\/wp-content\/uploads\/2022\/12\/predictif-poste-de-travail-fiche-contact-crm-1024x584.png 1024w, https:\/\/help.kavkom.com\/wp-content\/uploads\/2022\/12\/predictif-poste-de-travail-fiche-contact-crm-300x171.png 300w, https:\/\/help.kavkom.com\/wp-content\/uploads\/2022\/12\/predictif-poste-de-travail-fiche-contact-crm-150x86.png 150w, https:\/\/help.kavkom.com\/wp-content\/uploads\/2022\/12\/predictif-poste-de-travail-fiche-contact-crm-768x438.png 768w, https:\/\/help.kavkom.com\/wp-content\/uploads\/2022\/12\/predictif-poste-de-travail-fiche-contact-crm.png 1178w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><\/a><\/figure>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"actions-predictif\">Predictive actions<\/h3>\n\n\n\n<ol class=\"wp-block-list\">\n<li><strong>Call this contact<\/strong><\/li>\n\n\n\n<li><strong>Callback<\/strong>: programming a callback<\/li>\n\n\n\n<li><strong>Dispositions<\/strong>: dispose the lead (to set up dispositions, go to &#8220;Configuring predictive dialer&#8221;).<\/li>\n<\/ol>\n\n\n\n<figure class=\"wp-block-image aligncenter size-full is-resized\"><a href=\"https:\/\/help.kavkom.com\/wp-content\/uploads\/2022\/12\/predictif-poste-de-travail-actions.png\"><img loading=\"lazy\" decoding=\"async\" width=\"572\" height=\"98\" src=\"https:\/\/help.kavkom.com\/wp-content\/uploads\/2022\/12\/predictif-poste-de-travail-actions.png\" alt=\"predictive dialer panel's actions\" class=\"wp-image-4450\" style=\"width:429px;height:74px\" srcset=\"https:\/\/help.kavkom.com\/wp-content\/uploads\/2022\/12\/predictif-poste-de-travail-actions.png 572w, https:\/\/help.kavkom.com\/wp-content\/uploads\/2022\/12\/predictif-poste-de-travail-actions-300x51.png 300w, https:\/\/help.kavkom.com\/wp-content\/uploads\/2022\/12\/predictif-poste-de-travail-actions-150x26.png 150w\" sizes=\"(max-width: 572px) 100vw, 572px\" \/><\/a><\/figure>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"fiche-prospect\">lead file<\/h3>\n\n\n\n<p class=\"warningbox\">Note\r\nThis section only appears when the lead is registered in CRM.<\/p>\n\n\n\n<ol class=\"wp-block-list\">\n<li><strong>View lead<\/strong>: click on &#8220;View lead&#8221; to view the lead&#8217;s record in CRM.<\/li>\n\n\n\n<li><strong>Assign to<\/strong>: to assign a user to this lead, simply click on &#8220;edit&#8221; and select a user.<\/li>\n\n\n\n<li><strong>Tags<\/strong>: click on &#8220;edit&#8221; to add, edit or delete tags associated with the lead.<\/li>\n\n\n\n<li><strong>Address<\/strong>: you can see the lead&#8217;s location in Google Maps (if the address is valid).<\/li>\n<\/ol>\n\n\n\n<figure class=\"wp-block-image aligncenter size-full is-resized\"><a href=\"https:\/\/help.kavkom.com\/wp-content\/uploads\/2022\/06\/Poste-de-travail-fiche-client-.jpg\" target=\"_blank\" rel=\"Poste de travail fiche client noreferrer noopener\"><img loading=\"lazy\" decoding=\"async\" width=\"656\" height=\"1012\" src=\"https:\/\/help.kavkom.com\/wp-content\/uploads\/2022\/06\/Poste-de-travail-fiche-client-.jpg\" alt=\"Agent Panel lead file\" class=\"wp-image-2656\" style=\"width:328px;height:506px\" srcset=\"https:\/\/help.kavkom.com\/wp-content\/uploads\/2022\/06\/Poste-de-travail-fiche-client-.jpg 656w, https:\/\/help.kavkom.com\/wp-content\/uploads\/2022\/06\/Poste-de-travail-fiche-client--194x300.jpg 194w, https:\/\/help.kavkom.com\/wp-content\/uploads\/2022\/06\/Poste-de-travail-fiche-client--97x150.jpg 97w\" sizes=\"(max-width: 656px) 100vw, 656px\" \/><\/a><\/figure>\n\n\n\n<p><\/p>\n","protected":false},"excerpt":{"rendered":"<p>The predictive dialer panel is the interface used by agents. To access the dialer panel, click on &#8220;Dialer panel&#8221; in the menu bar. Understand Dialer panel The predictive Dialer panel is divided into 5 sections: We&#8217;ll now explore each of these sections in detail. Dialpad Note To configure transfer and 3-way numbers, as well as [&hellip;]<\/p>\n","protected":false},"author":6,"featured_media":0,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"content-type":"","footnotes":""},"categories":[98],"tags":[],"class_list":["post-7331","post","type-post","status-publish","format-standard","hentry","category-predictive-app"],"_links":{"self":[{"href":"https:\/\/help.kavkom.com\/en\/wp-json\/wp\/v2\/posts\/7331","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/help.kavkom.com\/en\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/help.kavkom.com\/en\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/help.kavkom.com\/en\/wp-json\/wp\/v2\/users\/6"}],"replies":[{"embeddable":true,"href":"https:\/\/help.kavkom.com\/en\/wp-json\/wp\/v2\/comments?post=7331"}],"version-history":[{"count":3,"href":"https:\/\/help.kavkom.com\/en\/wp-json\/wp\/v2\/posts\/7331\/revisions"}],"predecessor-version":[{"id":7352,"href":"https:\/\/help.kavkom.com\/en\/wp-json\/wp\/v2\/posts\/7331\/revisions\/7352"}],"wp:attachment":[{"href":"https:\/\/help.kavkom.com\/en\/wp-json\/wp\/v2\/media?parent=7331"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/help.kavkom.com\/en\/wp-json\/wp\/v2\/categories?post=7331"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/help.kavkom.com\/en\/wp-json\/wp\/v2\/tags?post=7331"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}