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Zero Config Agent Portal with Web-Phone

Posted on by Joe Roper

DialerAI Video

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.

Agent User Interface with Webphone

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.

Link to DialerAI Video

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.