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en:regular_function_description_in_call_center:predictive_dialer [2013/12/09 03:20] solo [Predictive dialer] |
en:regular_function_description_in_call_center:predictive_dialer [2018/12/28 02:46] (current) solo |
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| {{:en:regular_function_description_in_call_center:dialerFunction-1.jpg?768|Campaign Add Page}} | {{:en:regular_function_description_in_call_center:dialerFunction-1.jpg?768|Campaign Add Page}} | ||
| - | <note important>如果当前外呼营销任务使用总表客户，那么该外呼营销任务将无法开启预拨号</note> | + | <note important>When the ongoing campaign is using the main table, then the campaign cannot enable dialer.</note> |
| ===== Customer Package ===== | ===== Customer Package ===== | ||
| - | 客户包中的数据 可以从总表中选择到客户中 或 可以通过导入功能，导入客户资料到客户包中 | ||
| - | - 从总表选择客户到客户包，在客户包管理页面，添加界面上，可以点击 `选择客户按钮` 打开选择总表客户界面，选择总表客户数据，导入到客户包，也可以通过编辑页面，点击 `从主库选择客户` 按钮,打开选择总表客户界面,来为客户包添加数据 | + | The data in the customer package can be imported or chosen from main table. |
| - | - 通过导入功能,批量的将客户资料数据导入到客户包中 | + | |
| + | - Choose customers and add them to the customer package from main table: in the customer package management->add page, click "select customer" to open the main table page, and choose the customer information and add them to the customer package. You can also go to the edit page to click the "choose from main table" button and add data. | ||
| + | - You can import mass customer data into the package with the import function. | ||
| ===== Import customers & numbers to dial list ===== | ===== Import customers & numbers to dial list ===== | ||
| - | 预拨号列表中的数据与客户包中的客户数据相关联，因此要为预拨号列表中增加数据，需要从客户包中选择客户数据。 | ||
| + | Relate the data from dial list and customer package. And we need to add data for dial list from customer package. | ||
| ==== Recycle dialed customers & numbers to dial list ==== | ==== Recycle dialed customers & numbers to dial list ==== | ||
| ---- | ---- | ||
| - | * 回收客户的功能可以在 [[:zh:模块使用说明:预拨号]] --> [[:zh:模块使用说明:预拨号:预拨号列表]] 页面，如下 | + | * Recycle customer here: [[:en:module_manual:dialer]] --> [[:en:module_manual:dialer:campaign_diallists]] |
| {{:en:regular_function_description_in_call_center:dialerFunction-2.jpg?768|Campaign Customer Page}} | {{:en:regular_function_description_in_call_center:dialerFunction-2.jpg?768|Campaign Customer Page}} | ||
| - | 如上图中。可以按 根据选中回收 和 根据搜索条件 进行回收，确定要搜索的客户，点击按钮，会弹出回收设置页面，如下 | + | In the picture above, we can recycle by checked or conditions. Click the button and the recycle setting page will pop up, |
| {{:en:regular_function_description_in_call_center:dialerFunction-3.jpg|Dialer Recycle Setting}} | {{:en:regular_function_description_in_call_center:dialerFunction-3.jpg|Dialer Recycle Setting}} | ||
| - | 参数设置完毕后，点击页面上确定按钮，就会把要回收的客户数据回收到当前客户包所属外呼营销任务的预拨号列表中 | + | When finishing setting , click ok and the recycled the customer data will be added to the campaign dial list. |
| - | * 也可以在 [[:zh:模块使用说明:预拨号]] --> [[:zh:模块使用说明:预拨号:拨号器]] 页面，点击要回收的预拨号数据后面的按钮 {{:en:regular_function_description_in_call_center:dialerFunction-8.jpg|Recycle Button On the Dialer Page}} | + | * Also, you can go to [[:en:module_manual:dialer:dialer]] --> [[:en:module_manual:dialer:dialer:dialer]] and click the button behind the data you would like to recycle, {{:en:regular_function_description_in_call_center:dialerFunction-8.jpg|Recycle Button On the Dialer Page}} |
| - | 打开回收客户页面，如下 | + | and open the recycle page: |
| {{:en:regular_function_description_in_call_center:dialerFunction-9.jpg?768|Recycle Customer On the Dialer Page}} | {{:en:regular_function_description_in_call_center:dialerFunction-9.jpg?768|Recycle Customer On the Dialer Page}} | ||
| - | ==== 向客户包中导入客户数据，同时将客户导入到预拨号列表中 ==== | + | ==== Import customers to campaign, and to dial list ==== |
| ---- | ---- | ||
| - | 向客户包中导入客户资料的时候，在导入页面，就可以通过选择预拨号字段，同时向预拨号列表中导入数据 | + | When you import customers to a campaign(customer package), you can select to import to predictive dialer at the same time |
| {{:en:regular_function_description_in_call_center:dialerFunction-4.jpg?768|Insert into diallist when import}} | {{:en:regular_function_description_in_call_center:dialerFunction-4.jpg?768|Insert into diallist when import}} | ||
| - | 选择完预拨号字段，可以设置 `重复客户导入预拨号方式` 来控制导入重复的客户是否要导入到预拨号列表中 | + | After selecting the number, scheduler and priority column, you can choose what to do when there're duplicated records, like to avoid dial duplicated number or dial the number again. |
| {{:en:regular_function_description_in_call_center:dialerFunction-5.jpg?768|Duplicate customer import diallist}} | {{:en:regular_function_description_in_call_center:dialerFunction-5.jpg?768|Duplicate customer import diallist}} | ||
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| ===== Dialer Management ===== | ===== Dialer Management ===== | ||
| - | ==== 拨号器页面管理预拨号 ==== | + | ==== Manage dialer in the dialer page ==== |
| ---- | ---- | ||
| - | 对于有 [[:zh:模块使用说明:预拨号]] --> [[:zh:模块使用说明:预拨号:拨号器]]页面权限的用户，都可以访问该页面，查看每个团队下的坐席组拥有的预拨号项目 | + | Clients with the permission to page[[:en:module_manual:dialer]] --> [[:en:module_manual:dialer:dialer]] all pocess the access to this page, and check the program under the agents of each team. |
| {{:en:regular_function_description_in_call_center:dialerFunction-7.jpg?768|Manage Recycle Filter}} | {{:en:regular_function_description_in_call_center:dialerFunction-7.jpg?768|Manage Recycle Filter}} | ||
| - | 在上图中可以看到，每个坐席组拥有的外呼营销任务对应的预拨号情况，可以开启预拨号，拨打电话，设置预拨号的参数，查看拨打客户的状况 | + | In the picture above we can see, each team has its own dialer status of a campaign, the client can enable the dailer, place calls, configure the dialer, and check the status of customer calls. |
| - | 点击每个预拨号后面的 | + | Click |
| - | {{:en:regular_function_description_in_call_center:dialerFunction-10.jpg|View Diallist}} 打开预拨号列表中客户页面。可以查看预拨号列表中的客户，对预拨号列表内的客户进行删除 | + | {{:en:regular_function_description_in_call_center:dialerFunction-10.jpg|View Diallist}} behind each dialer, and open the customer page of the dialer, the client can check and delete the customer data in the list. |
| - | ==== 预拨号模块下预拨号客户列表来管理预拨号客户数据 ==== | + | ==== Manage customer data in the customer data list under the dialer module==== |
| ---- | ---- | ||
| - | 在 [[:zh:模块使用说明:预拨号]] --> [[:zh:模块使用说明:预拨号:预拨号列表]]页面 查看当前预拨号列表中的客户，以及可回收的客户数据。可以对预拨号列表内的客户进行删除 | + | In page [[:en:module_manual:dialer]] --> [[en:module_manual:dialer:campaign_diallists]], you can check the customers in the diallist, recycle data and delete data. |
| <note important>Only "Open" records could be removed from dial list</note> | <note important>Only "Open" records could be removed from dial list</note> | ||
