Zero Config Agent Portal with Web-Phone
Posted on by Joe Roper

DialerAI is a suite of Call-Center solutions for predictive dialing, voice broadcasting, robo-calling, press-1 campaigns and SMS. It can redirect calls to agents configured on the DialerAI platform.
DialerAI can be used in many roles:
- Lead generation
- Telemarketing
- Phone surveys
- Emergency notifications
- Skills based routing
A couple of years ago, we introduced an agent portal with a web-phone. This was proven popular with our customers due to its versatility and zero configuration.

Features and benefits of the agent portal include:
- Integration with web-based CRM systems
- Customer information displayed on screen
- Scripting with tag replacement
- Note taking
- Lead Disposition with configurable dropdowns
- Soundboard
- Schedule Call-backs
- Call Data records
- Call Transfer and 3-way calling
- Manual outbound dialling
- Reporting
- Use built-in web-phone or alternative softphone
- Optionally, hide contact information from agents
Call-Center solutions for predictive dialing:
We produced a short video showing some of the features of the Dialer.
A few of these are worth a closer look. Lead disposition lets an agent mark the outcome of every call — interested, callback, not interested — from a configurable dropdown, so campaign reports reflect real outcomes rather than just call counts. Scripting with tag replacement pulls contact details straight into the on-screen script, so an agent can greet a contact by name without looking anything up. And because the built-in web-phone works in the browser, agents can be set up on a new machine without installing or configuring a separate softphone.
The agent portal is one part of our versatile Call-Center platform, if you want to learn more about DialerAI and take it for a test drive, please contact us.
