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1

Introduction


  • Company, Product 

  • Arquitecture 

1/4 day

2

Agent & Supervisor

  • Explain Agent

  • Explain Supervisor

1/4 day

3

Installation


  • Hardware Requirements (Cloud or On Premise)

  • Operating System

  • Sip Trunking and Other Hardware

1/2 day

4

Configuration &
Workflows

Basics:

  • Create Agents, Campaigns, Associate them

  • Add a provider

  • Make an inbound and outbound campaign and test it

Workflows:

  • Explain How it Works

  • Explain Templates

  • Create an IVR

    • Menu 

    • PlaySound

    • Database access if possible

    • Campaigns

    • New, Edit and Deploy


1 day

6

Dialers &
Workflows

  • Create Power and Progressive Dialer

  • Explain Format and upload List

  • Explain Workflows

  • VoiceBroadCast

  • SMS Dialer

1 day

8

Reports


  • Where are the reports?.

  • How to create reports.

  • Where do I upload to the system.

  • Create custom report and upload it.

1/2 day


9

Develop (Forms Designer)

& Framework

  • Explain Forms Designer

  • Explain available functions

  • Show basic example

  • Deploy into a campaign show CTI popup

 

1 day

11

Final Evaluation

  • Create a Basic Form deploy it and test it

  • Create a Basic Report from the data of the Form


1/2 day



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