Working with Auto Dialer in IPTel: instructions for account administrators

1. Getting started: preparation

When working with Auto Dialer, the administrator configures a larger number of events for correct operation. To make it easier for you to navigate the settings and get started, we have compiled a step-by-step guide describing the required functionality. Follow the links in the article to find more detailed instructions on how to configure a specific Auto Dialer feature.

Access to the IPTel system

• Log in to the IPTel system using the provided credentials.

2. Setting up a campaign

Choosing the type of call

Go to the tab Auto Dialer → Quick start. Choose the type:

• Robocall: an automatic call with an audio message.
• IVR call: an option with an interactive menu and the ability to redirect to a manager.

Create a campaign

Auto Dialer tab → Create Campaign. Enter:

• The name of the campaign.
• Communication channel.
• Auto Dialer statuses.
• Call time.
• AMD profile to detect answering machines.
• Blacklists.
• When you create a Robocall campaign, create or upload an audio greeting.

In the campaign settings, specify:

• Campaign agents.
• Maximum attempts.
• The interval.
• Call strategy.
• Dialing time (seconds).
• Calling rate.

Create a list and upload contacts

• Upload a file with phone numbers in a spreadsheet format

Or, you can use additional methods to upload a database and import contacts that are already in your CRM system.

• Create campaign lists

Auto Dialer tab → Lists tab allows you to:

• Group contacts for campaigns.
• Delete or deactivate lists.

3. Campaign monitoring

Online monitoring

• Auto Dialer tab → Online monitoring:
  • Real-time status of campaigns.
  • Analyse the number of called contacts. 

Generate reports

• Use the Leads tab with filters to analyse the success of your campaigns.

4. Distribution of calls between operators

Auto Dialer with agents

• The system connects customers with available managers.

IVR with queues

• After choosing the menu, the customer can go to the queue to the agent.

For these scenarios:

• Specify the number of available operators.
• If necessary, activate the sending of webhooks or messages in Telegram.

We strive to make your work at IPTel convenient and efficient. If you have any questions, please contact your manager or technical support!