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Here you will find all the information about our sms channel

Contenido

Table of Contents
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Twilio

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VoIP Innovations

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Wavy

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Infobip

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Dinstar

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Nexmo

Administrator

Providers

First of all we must configure our SMS providers.

Every provider we have listed, is compatible with uContact, and they have different fields to fill.

All the information required in the configurations is provided by your provider.

Expand
titleSMS providers screen
Once inside,

SMS providers

The first step is to configure the SMS providers.

Consider:

  • Each of the listed providers is compatible with uContact.

  • Required parameters may vary by provider.

  • Each provider will provide the necessary data for its correct configuration.

  • The WhatsApp providers are also configured on this screen.

SMS providers screen

Image Added

To access the SMS providers screen you must be logged into the uContact portal, then go to the menu on the left side of the screen and select the option Providers ➡ SMS / WhatsApp.

Upon entering we will see two sections:

First of all there is the section "SMS Providers", here we will Image Added

SMS providers
Here we must select the type of

api

API for each provider through the drop-down menu. It should be noted that the options displayed are currently compatible with uContact.

  • DinstarWeb:

 Web
  •  Communication by web service

communication
  • .

  • Quality: API developed for Quality Telecom.

  • GMG: Communication with

GMG
  • API CMG SMS

API
  • .

  • Twilio: Communication with API Twilio SMS

API
  • .

  • Nexmo:

 Communication
  •  Communication with API Nexmo SMS

API
  • .

  • InfoBip:  Communication with API InfoBip SMS

API
  • .

  • URLSMS:  Communication by URL GET.

  • URLSMSAuth: Communication

with
  • by URL

Get
  • GET with basic

Auth
  • authentication.

  • SMSMasivo:

  Communication with SMSMasivoURLSMSPOST
  • Communication by URL GET.

  • URLPOSTSMS: Communication by URL POST.

  • URLPOSTSMSAuth: Communication by URL

POST with basic Auth

Default: This option allows you to select the SMS provider as the default to receive notifications from the system.

If one is not selected, the system will take the first one from the list, as if the one that is Default is deleted. If we have several and select another one as Default, the system will remove the previous one and mark the new one.

  • POST with basicauthentication.

On the right is a table with the providers already created.

After

we select

selecting an SMS Provider we will see the fields to configure the provider, these fields may

change

vary as required by the

api, an example would be

API.

Example:

Image RemovedIn this case, the DinstarWeb api was selected, which in order to access the provider requires: URL, Ports, Encoding SMS, User Name, Password and SMS RegExp. The aforementioned image-20240416-143556.pngImage Added

The data will be provided by the SMS provider

that

available to the company

has

.

*

Parameters:

Possible parameters

URL (SMSEndpoint): 

  • URLSMS: The address

of the external WS
  • to be executed to send the SMS must be

taken
  • added taking into

consideration y
  • and common):

 IP address of the GW.
  • Twilio:  no configuration needed.

  • Quality: IP address of the GW.

  • InfoBip: User and Password of infoBip account.

  • SMSMasivo: User and Password of SMSMasivos account.

  • User: SMS username for the service of sending SMS

    Password: SMS password for the service of sending SMS.

    SMS Form: In case that the api or hardware allows) Name with which the SMS will leave.

    Ports: Port number from where the SMS will leave.

    SMS Regexp: 

    User (SMSUsername)
    Takes the user for the SMS sending service.

    Password (SMSPassword)
    Takes the password for the SMS sending service.

    SMS Form
    (In the case that the API or hardware allows) Outbound name of the SMS.

    Ports
    Port number from which the SMS comes out.

    SMS RegExp (SMSNumberRegexp)
    Property that validates the format of the cell numbers

    that

    to which they are sent, in order to have more practical control of whether or not

    to send

    it is sent, for

    example 

    example, ^(09\d{7})

    $  this function to validates

    $ this function will validate that the number to cell phone

    format

    is 09XXXXXXX.

    (SMSNumberRegexp)

    SMS Encoding: 

    Type of codification that the authorized provider will choose to

    The provider’s encoding type will determine how the text

    is going to look

    will be displayed.

    Messages per second: Limit of messages that will be sent by this provider per second.

    Messages per second If it is 0, it does not limit the number of messages that can be sent per second.

    Tip

    After

    fill all

    completing the fields we press the "Save" button and the provider will be added to the list.

    To

    Remove any

    delete a Provider we

    need to

    simply select it from the list and, once we

    will

    see

    all the data charged to edit and

    its data loaded, we press the "Delete" button.

    Expand
    titleSee regular expressions

    This table shows how regular expressions are user in the control:

    .   Dot, any character (may or may not match line terminators, read on).

    \d   A digit: [0-9].

    \D   A non-digit: [^0-9]

    \s   A white space character: [ \t\n\x0B\f\r].

    \S   A non-white space character: [^\s].

    \w   A word character: [a-zA-Z_0-9].

    \W   A non-word character: [^\w].

    \    Escape the next meta-character (it becomes a normal/literal character).

    ^    Match the beginning of the line.

    .    Match any character (except newline).

    $    Match the end of the line (or before newline at the end).

    |    Alternation (‘or’ statement).

    ()   Grouping.

    []   Custom character class.

    • Match 0 or more times

    +      Match 1 or more times

    ?      Match 1 or 0 times

    {n}    Match exactly n times

    {n,}   Match at least n times

    {n,m}  Match at least n but not more than m times.

    Info

    The provider's configuration of the provider must be made carried out by a user with access to this data because , since the lack or error in any of them will not allow its correct operation.

    Campaigns

    Once the provider is already created in uContact, we can create our sms campaign.

    Expand
    titleBasic Configuration
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    Name
    SMS campaign's name

    Service Level
    Is the calls percentage that were attended by the agent before a stipulated time.

    Strategy
    Is the behavior that the campaign will have. To know more about this, please visit Strategies

    Schedule
    Time frame in which the SMS campaign will be available.

    DIDs-Ports
    Telephone number associated to the campaign for identification purpose.

    Expand
    titleAdvanced Configuration

    Out of Time
    Here the user can personalise the message that the client will receive when the campaign is out of time.

    Maximum Interactions per Agent
    Limits the amount of active interactions the agent can get. The rest of the interactions wait in queue.

    Thresholds
    These metrics to campaign statistics in real time, they are measured in time (seconds) .

    • Service Level
      The time limit for response expected chats by an agent.    

    • Dropout rate
      It is the time of chats to consider that they were abandoned by customers during the day time.

    • Time chat
      Time to consider the agent-customer chat reached the limit.

    • ACD
      Maximum number of customers who are waiting to be answered by an agent chat.

    Canned Responses
    The campaign can have pre written answers for your SMS interactions, this facilitates and speeds up the communication between agent-client.

    Enable
    The system can have a non working SMS campaign, without the need of deleting it entirely and lose information. If checked, the campaign can be used. 

    Expand
    titleAdd Members

    Members

    In order to add or delete agents from a campaign, the user must go to Members on the top left corner.

    Image Removed

    From here, select the agent or agents to be added in the list on the right of the screen, and then press the green button.

    Info

    Members added to a campaign must be part of a voice campaign, on the contrary, this agents wont get any interactions from this channel.

    Dialer

    Regarding SMS, we have a unique type of dialer that will only have a schedule associated as well as an only dialer device.

    It will associate a time range for all campaigns, that will establish the time and day on which they run in order not to make actions at improper schedules.

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    See more about SMS Dialer.

    Agent

    This is how the agent uses SMS in the portal.

    Expand
    titleStart interaction

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    Next to the searching box, there is an icon where the user can easily start an SMS, Email and Twitter interaction.

    By click it the following box will infold:

    And inside the SMS option:

    Image Removed

    Expand
    titleStarted Conversation

    The agent will have on his Inbox the SMS with which she/he started an interaction.

    This SMS will unfold on the right side of this section, showing its history of conversation and the client's information:

    • SMS Campaign's name

    • Client's telephone number

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    Expand

    Next to the response box, will see some buttons that helps the agent to write the messages:

    • First of all we have a list with emojis to use on your messages will unfold.

    • The next contains the canned responses from the campaign. This ones get inserted in the response box automatically once the agent selected it from the list

    • The last button sends the message the Agent wrote.

    • And on the top right corner, the three points button will load the message history with the client.

    On the other hand, using the integrated softphone in the portal, the user can send SMS as well.

    Know more about Softphone SMS

    Supervisor

    Campaign Monitoring

    Here the statistics in real time are shown.

    Expand
    titleTable on the left down side
    Image Removed

    The table on the left down side of this section shows:

    Icon : Icon Agent Status . Along with the status icon you may appear: if the agent is in a phone call appears ; and if the agent is to break the break for that picture will appear .

    Channel Status: If the agent has an interaction opened, the logo of this one will appear in this column, for SMS, Webchat, Email, Twitter. 
    If the agent is attending more than one type of interaction, this ones will appear next to each other

    Status: Agent Status in real time. States can be Offline , Busy, Free, Free Busy in break and break ( still break any available ) .

    Agent: Name agents members of the campaign.

    Completed: Number of SMS completed by agent.

    Active: Represents the active interactions that the agent has.

    Time: Time of the last change agent status

    Expand
    titleTable on the right down side

    The table on the right down side unfolds:

    Number: Client's telephone number

    On Hold: Client's waiting time.

    Expand
    titleActions with agents

    When an agent has an active interaction, the supervisor can click on it an the following options will appear:

    Image Removed

    Spy
    The supervisor can visualize in real time the messages exchanged between agent-client.

    Monitor screen
    Allows you to view the agent screen in real time, to see this button the option to monitor screen must be enabled in Configuration - Agents.

    Info
    Displays a window with all the agent information.

    Pause
    The supervisor will pause the agent status.

    Chat with agent
    It gives us the possibility to send a message to an agent.

    Disconnect agent
    Supervisor can log out the agent's account.. The agent must enter his username and password again to be able to enter and continue working.

    Recording

    In this section, the supervisor will see every SMS chat interaction.

    Expand
    titleSearch records
    Image Removed

    Parameters for filtering

    Start date: Start Date Search SMS recordings .

    Final date : End of recordings that we get from the search.

    Mail: E-mail client we want to find . In this field you can put a part of the mail and the search will be the same.

    Campaign: Select the campaigns SMS available on the list.

    Agent : Select the agents who attended the SMS.

    Dialer Monitor

    Menu to supervise the state of the mobile services and SMS campaigns.

    Show all the mobiles services actives, allowing supervise its activity and upload information.

    Dashboard

    Once the campaign was selected the section will show the following:

    Image Removed Expand
    titleParameters details

    Campaign: Allow to select a campaign to supervise.

    Status: Show the general state of the campaign based on the following states:

    • Inactive

    • Active

    In date : Show if the campaign is in date according the definition, with the following status:

    • Inactive

    • Active

    Processed: Amount of SMS processed for campaigns.

    Not processed: Number of calls left in the campaign process.

    Other: Show the amount of SMS whit different states a by incorrect format. 

    Locked: Show the amount of blocked SMS that are in the DNCR.

    In the upper right corner we have the following buttons:

    Button Start/Finish: Allows to stop o start the campaign to demand.

    Delete button: Allows to delete the campaign data that have not been processed (for example, not processed registries that retuned an error or have been in the NDCR table, or for some reason want to be cancelled).

    Upload a DNCR: Allow to load a csv file, with the SMS data that could not be sent, indicates the telephone number and campaign.

    Code Block
    20045676;dialerestest;
    29089900;dialerestest;
    27865555;dialerestest;
    Expand
    titleOutgoing - Unitary

    Exist the option to send an unitary text message to a unique and specific number, it must insert the following data:

    Telephone: Number where to send the SMS.

    Text: Text of the message to be send.

    After completing the fields, press the Send button and the message will be sent by the dialer

    Expand
    titleOutgoing - Massive

    The outgoing SMS are processed automatically by the system. To upload SMS it must load a file which have the following, in csv format:

    Values:

    campaign

    destination

    message

    priority

    test1

    098344484

    text message

    9999

    Code Block
    smsintegratest;099782129;Test message;9999;
    smsintegratest;0917564998;Test message;9999;
    smsintegratest;095675776;Test message;9999;

    To view the status information and status messages sent message waiting to be sent views Reports.

    It is possible to send messages since applications of thirds executing a web service REST for example: 

    http://10.1.0.18:8085/integra/resources/sms/sendsms/destination=099635199&message=message%2520de%2520prueba2&api=dongle&device=dongle0

    Always that a dialer is generated must take into account the following criteria for files and content:

  • The file name must not have spaces, strange characters or very long names would be an example of file: DISCTEST29042014.csv.

  • The first column refers the campaign that  exist in the portal, if the same not exist will throw error and the file can not loaded.

  • The first 4 fields are required to upload the file correctly.

  • Cannot exist blank spaces after the last line.

  • Inside the fields, cannot have special characters like ´ ‘  “ @ , in this case it would give error and the csv file is not going to upload

    .