Admin Guides
How to make Avatar Dialler
How to make Avatar Dialler This guide will show you how make Avatar Dialler via Admin Panel. You will need to know your credentials shown in the example below. 1. Once you have your credentials, you will need to access your ...
How To Search for Leads & Recordings
Using your administrator login, provided by the Support Team, and located inside of your credentials document, please navigate to Data → Data Search As per the above screenshot, you will be greeted with several options to input data concerning the ...
Troubleshooting "Phone Not Connected"
How-To: Troubleshoot "Phone not connected properly" Error This guide will cover how to resolve the “phone not connecting error”. This can happen with both softphones and web phones which we will show you how to resolve below. Softphone Zoiper - Error ...
Troubleshooting "Site Not Reachable"
How-To: Troubleshoot "Site Not Reachable" This is caused due to your IP address potentially not being added to the system. In this article, I will be showing you two quick and easy ways on how you can add your IP. Self-Whitelisting Tool Use :444/ at ...
Troubleshooting Wait Time
How-To: Troubleshoot Wait Time Within this short guide, we will provide you with the troubleshooting knowledge to get rid of the blue you may find on your agent wallboard! Dialable Leads One of your initial steps should be to check whether or not you ...
Troubleshooting "Session Paused" Error
How-To: Troubleshoot Paused Session Below is an explanation as to why the dialler forced the agent panel to pause, along with what steps you may take to prevent this from happening. This pop up occurs if the dialler has detected network latency or ...
Troubleshooting Logging In Problems
How-To: Troubleshoot Login Problems There are a few reasons as to why an agent may have an issue logging in. A few common reasons have been listed below along with what steps are needed to take to ensure you can log in successfully. Too many agents ...
How to live listen to agents
This guide will cover the live listening features on the wallboard 1. Firstly click on the Wallboard section on the dialler homepage as shown below. 2. Log in with your admin credentials (Credentials would have been sent to you from the support team) ...
How to use the Dial Next function
This guide will walk you through the dial next function of the dialler and how you would use it. Your admin would need to activate this one their end. When you first log in, you should see be able to see that the ‘Start Calls’ button has not been ...
How to enable and edit permissions
1. On the left panel click on Agents. 2. You will then be shown a list of all your Agents as shown below 3. Select the Key icon on the right side under the Action column for the user you want to edit permissions for. 4. You will be directed to this ...
How to change your callerID
1. Click on Campaigns on the left-hand side which will expand the selection. Click Campaigns as highlighted below. 2. You will then see the campaign listings page as shown below in which you can click the modify button. 3. This will then take you ...
How to add custom fields
1. Navigate to lists under the data section 2. You will be shown the lists listing page. From here you can click the purple Add custom fields button which will direct you to the next page. 3. From this page you are able to create your custom field. - ...
How to reset data
If you do notice high wait time most likely it is because your data needs resetting as the leads have all been dialled. This guide will go through the processes of how you can do so. 1. To find out if your data has been dialled out go to campaigns ...
Utilities of the agent panel
This guide will walk you through the utilities available to the agent on the agent panel. These are all located on the right side of the interface and easy to access. When you log into the agent panel, there will be multiple buttons located on the ...
How to set callbacks
This guide will walk you through how you can set callbacks to yourself for a later date or for other agents if you are not available at the requested time. You can only set yourself a callback once you are off call and in the disposition status. When ...
How to manually dial and preview leads
This guide will walk you through the dial next function of the dialler and how you would use it. Your admin would need to activate this one their end. When you first log in, you should see be able to see that the ‘Start Calls’ button has not been ...
How to Transfer a call (External)
This guide will be showing you how to successfully transfer a call using the transfer feature on the dialler. We will be going through both inbound and outbound transfers. (1) Located at the top of the page you will find a transfer button. This ...
How to Transfer a call (Internal)
This guide will be showing you how to successfully transfer a call using the transfer feature on the dialler. We will be going through both inbound and outbound transfers. (1) Located at the top of the page you will find a transfer button. This ...
Whitelisting An IP Address
Firstly, you will need to log into the Support link, provided to you by our Support Team (https://primodialler.com/support) along with your unique key. Once you have reached the website, you will have to simply paste the key which you were given ...
Changing Dial Level
1.Click on Campaigns on the left hand side which will expand the selection. Click Campaigns as highlighted below. 2.You will then see the campaign listings page as shown below in which you can click the modify button. 3.This will then take ...
Recording Portal
1. To navigate to the recording portal, you will need to log in with your admin credentials first. You can directly log in as shown on the screenshot below You can also access the recording portal from within the admin panel at the top right as shown ...
Creating Custom Fields
1. Navigate to lists under the data section 2. You will be shown the lists listing page. From here you can click the purple Add custom fields button which will direct you to the next page. 3. From this page you are able to create your custom ...
Modifying A Users Password
1. To modify an agent click on Agents on the left panel. 2. Then click on the modify button under the Action heading on the right hand side. 3. You will then be shown the user details in which you can edit the password and full name in the ...
Changing Caller ID
1. Click on Campaigns on the left hand side which will expand the selection. Click Campaigns as highlighted below. 2. You will then see the campaign listings page as shown below in which you can click the modify button. 3. This will then take ...
Deleting Leads
This guide will go through the process of deleting a lead. Please note that by deleting a lead this will in turn delete the call recordings made to this lead. 1.On the admin panel click on Data which will bring down a selection of sub headings. ...
Enabling Permissions
1.On the left panel click on Agents. 2. You will then be shown a list of all your Agents as shown below. 3. Select the Key icon on the right side under the Action column for the user you want to edit permissions for. 4. You will be directed to ...
Live Monitoring
This guide will cover the live listening features on the wallboard 1. Firstly click on the Wallboard section on the dialler homepage as shown below. 2. Log in with your admin credentials (Credentials would have been sent to you from the support ...
Reset Data
If you do notice high wait time most likely it is because your data needs resetting as the leads have all been dialled. This guide will go through the processes of how you can reset your data and manage this from your admin account. 1. To find ...
Uploading Data
1. Firstly we need to create a list to store the data. Go to Data > Lists > Add New. From here you will see a list of your existing lists as well. 2. In the next page you will enter the fields as shown below - List ID (Numerical format) - List ...