Category: GoAutoDial Call Center

Goautodial 3.0 Getting Started Guide

Goautodial 3.0 Getting Started Guide

Requirements

Download the GoAutoDial CE 3.0 release from http://goautodial.com/download/ – Burn to CD using program like Nero on Windows or K3B on Linux and configure your server to boot from CD.

Installation

Before starting, please make sure machine is CONNECTED TO A NETWORK.
Boot machine from the GoAutoDial CD and hit Enter to get started.

The automated installer takes care of everything so you just need to wait for around 15 minutes depending on your hardware for the whole installation process to finish

Enter your desired root password

Halfway through the package installation


Installation Complete! Remove the installation CD then press ENTER to reboot.

After the reboot, you need to run an update. Type “yum update” on your console (see picture below). After the update completes, reboot your server.

By default DHCP is enabled. The IP of your server depends on what is assigned by your DHCP server.

GoAutoDial does not have a desktop manager installed so you need to access it via network from your workstation or login physically to the server.

How to Configure Static IP

1. via SSH or Putty type setup then Press Enter

2. Select Network Configuration

3. Edit Device

4. select eth0

5. click the SPACE Bar in your keyboard to unchecked the DHCP option after that input your Static IP

6. Edit DNS configuration

7.Then input DNS (e.g 8.8.8.8 / 208.67.222.222)

After saving the Network configuration Restart the Network services by running this command service network restart via SSH

How to change Time zone

1. via SSH or Putty type setup then Press Enter

2. select Timezone Configuration press enter

3. select Timezone then OK

4. after configuring your Timezone restart mysqld and httpd by typing /etc/init.d/mysqld restart and service httpd restart

5. after restarting mysqld and httpd type date to see Date and Time in your Server

Open your GoAutodial CE portal via a browser by putting the IP address on the address bar.

Login : admin
Password : goautodial|

How to setup an Outbound Campaign

1. Login to your portal as an administrator and Select TELEPHONY and CAMPAIGNS on the left side panel.

2. Click on ADD NEW CAMPAIGN and select the CAMPAIGN TYPE (Outbound).

3. Check the tickbox to manually edit the Campaign ID and Campaign Name

4. Browse to your Lead File directory, Select the Specific Country/Code then Select a Duplicate phone checker between Check for duplicates by phone in List ID and Check for duplicates by phone in all Campaign List then click Upload Leads once done.

5. Select the correct fields for your leads e.g. Phone Number, First Name, Last Name…

6. Lead status will be posted after you successfully uploaded your lead file, Click Next to proceed.

7. Select a preferred settings for your Campaign. For the Dial Method you can choose Manual, Auto_Dial or Predictive and for the Auto Dial Levelyou can choose Slow, Normal, Max or High. “Carrier to use for this Campaign” allows you to choose between Manually created carrier and an existing JustGoVoIP account for your campaign. Please note that only active carriers will appear/ will be shown. Click “Finish” once done.

Softphone Configurations

For this guide we can use the following SIP account:

Username: 8001
Password: goautodial
Realm/Domain: (Server IP)

Please visit the links below for 2 of the most popular freely downloadable softphones,

Agent Login Procedure

1. On the GoAutoDial main page click Agent Login

2. Input the agent credentials below then click LOGIN.

Agent Login: agent001
Agent Password: goautodial

After clicking on SUBMIT your softphone/extension will ring, ANSWER the call and you will hear “You are currently the only person in this conference” DO NOT HANG UP.

Note: You must input the correct credentials for the campaign name to show up. Click Refresh Campaign List to double check

3. Click Resume Button to start receiving calls if your campaign is using a Predictive dialing or Auto Dial method of dialing

4. To do Manual Dial click the Manual Dial Button on your agent interface

NOTE:
Dial Code

  • For USA and Canada Route, use 1 Dial Code
  • For UK, use 44 Dial code
  • For AUS, use 61 Dial Code
    Then input the Phone Number and Click Dial Now


The highlighted “LIVE CALL” will be the key/basis to know if the call was successfully connected

5. Click Hangup Button on the agent portal to hangup the call and select a Call Disposition

NOTE: When you are done with your shift, click on the “Logout” button in the upper right corner of the
agent screen.

Default usernames and passwords

Goautodial 3.0:

Login Password
MySQL (mysql -u root -p) http://ServerIPAddress/phpmyadmin/ root vicidialnow
Limesurvey https://ServerIPAddress/limesurvey/admin/admin.php admin kamote1234
Portal – http://ServerIPAddress/ admin goautodial
User Login agent001 to agent020 goautodial
Phone Login (SIP) 8001 to 8020 goautodial

Source link :- http://goautodial.org/projects/goautodialce/wiki/Goautodial_Getting_Started_Guidev3

Disclaimer

The author of this document does not warrant or assume any legal liability or responsibility for the accuracy, completeness, or usefulness of any information, product, or process disclosed. Any consequences or results achieved directly or indirectly by this document or information are entirely your responsibility.

About This Document

The author of this document does not warrant or assume any legal liability or responsibility for the accuracy, completeness, or usefulness of any information, product, or process disclosed. Any consequences or results achieved directly or indirectly by this document or information are entirely your responsibility.

Goautodial 2.1 Getting Started Guide

Goautodial 2.1 Getting Started Guide

I found the below guide helpfull to start with GOautodial

 

Requirements

Download the GoAutoDial CE 2.1 final release from http://goautodial.com/download/ – Burn to CD using program like Nero on Windows or K3B on Linux and configure your server to boot from CD.

Installation

Boot machine from the GoAutoDial CD and hit Enter to get started.

 

The automated installer takes care of everything so you just need to wait for around 15 minutes depending on your hardware for the whole installation process to finish

Starting package installation

Halfway through the package installation

Package Installation almost finished

Running post-install scripts

Installation Complete! Press Enter and remove the installation CD.

System Configurations

Goautodial does not have a desktop manager installed so you need to access it via network from your workstation, the server’s default IP Address is192.168.1.2

Open http://192.168.1.2/ using Firefox (We highly recommend using Firefox web browser)

Click ADMIN LOGIN
username: admin
password: goautodial

Configure Default Gateway

Default Gateway is not configured by default so you have to manually configure it, you can also change the IP Address from the same menu.

Click on Systems/Network > Configuration > eth0 config

Set the default gateway and click Go

Update Database IP

If you changed the IP address of the server you also need to update the IP addresses entries in the database:

Click on Systems/Network > Configuration > Update Database IP

Carrier Configuration

Before you can start dialing, you need to configure your carrier/trunk, if you do not have your own carrier yet you can sign up for an account athttp://goautodial.com/voip-store/

Click in VICIDIAL Admin > Admin > Carriers > Add A New Carrier

Below is a sample carrier configuration:

Registration String:

register => username:password@sip.goautodial.com:5060/username

Account Entry:

[goautodial]
disallow=all
allow=g729
allow=gsm
allow=ulaw
type=friend
secret=password
username=username
host=sip.goautodial.com
dtmfmode=rfc2833
context=trunkinbound
qualify=yes
insecure=very
nat=yes

Dialplan Entry:

US:

exten => _91XXXXXXXXXX,1,AGI(agi://127.0.0.1:4577/call_log)
exten => _91XXXXXXXXXX,2,Dial(SIP/${EXTEN:1}@goautodial,,tTo)
exten => _91XXXXXXXXXX,3,Hangup

UK:

exten => _944.,1,AGI(agi://127.0.0.1:4577/call_log)
exten => _944.,2,Dial(SIP/${EXTEN:1}@goautodial,,tTo)
exten => _944,3,Hangup

Australia:

exten => _961.,1,AGI(agi://127.0.0.1:4577/call_log)
exten => _961.,2,Dial(SIP/${EXTEN:1}@goautodial,,tTo)
exten => _961,3,Hangup

Activate Newly created Trunk by setting Active = Y and click Submit

How To Load Leads

1. If this is the first time you will load leads, you need to create a List first, go to Lists > Add a New List and make sure you select the campaign you will use, for this guide you can use the default campaign TESTCAMP

See below for a sample .csv format list/leads file:

"PHONE NUMBER","FIRST NAME","LAST NAME ","ADDRESS1","CITY","STATE","POSTAL CODE" 
2127773456,"first1","last1","Address 1","city","NY",12345
2127773456,"first2","last2","Address 2","city","NY",12345
2127773456,"first3","last3","Address 3","city","NY",12345
2127773456,"first4","last4","Address 4","city","NY",12345
2127773456,"first5","last5","Address 5","city","NY",12345

2. Go to Lists > Load New Leads > Browse the list file in .csv format > type the Listid you created in the List ID Override > type 1 in the Phone Code Override if you are calling US numbers > Select Custom Layout > Submit

3. Select the appropriate fields via the drop down menu then click OK TO PROCESS

If the loading of leads is successful you will see something similar to this:

Go to Campaigns > TESTCAMP

You can see that the leads are successfully loaded and there are currently 5 leads in the dial hopper.

If the dial hopper is not being populated try to set the Local Call Time to 24hours:
Campaigns > TESTCAMP > Detail view> Set the Local Call Time to 24 Hours > Submit

Softphone Configurations

Below is a link for 2 of the most popular freely downloadable softphones, for this guide we can use the following SIP account:
Username: 8001
Password: goautodial
Realm/Domain: 192.168.1.2

  1. Xlite 4 Configuration
  2. Zoiper Classic Configuration

Agent Login

1. Open http://192.168.1.2/ and click the AGENT LOGIN link:

2. Login using one of the default user accounts.

Phone Login: 8001
Phone Password: goautodial
User Login: agent001
User Password: goautodial
Campaign: TESTCAMP

After clicking on SUBMIT your phone/extension will ring, ANSWER the call and you will hear “You are currently the only person in this conference” DO NOT HANG UP.

3. If the campaign is configured as Manual/Preview dialing you will see the agent screen below, Click DIAL NEXT NUMBER > DIAL LEAD , If the campaign is configured for Predictive Dialing Mode just click the RESUME button to start receiving calls.


If the call is successful you will see the LIVE CALL indicator turn to GREEN, If you are in Predictive Dialing Mode you will hear a short beep sound every time a call comes in.

4. After each call click HANGUP reverse phone lookup and select a CALL DISPOSITION.

Video

Continue reading Goautodial 2.1 Getting Started Guide

How to reset Vicidial or GoAutoDial admin password

How to reset Vicidial or GoAutoDial admin password

If you forget the Vicidial or GoAutoDial Admin password you can get your password if you know root password of the server . follow the below steps.

step -1 connect your server through ssh

step -2 login to mysql

# mysql -pvicidialnow asterisk
# mysql>

step -3 excute  mysql query( select * from vicidial_users where user=’Admin’; )

Note:- Please dont copy paste please type the query

mysql> select * from vicidial_users where user=’Admin’;
you will see something like below

————–+————-+———–+————+————+————-+————+————–+——————–+————–+——————+—————–+———————-+————+—————–+——————+——————-+—————-+————–+—————-+———————–+———————–+——————

3 | admin | vicidialnow | Admin | 9 | ADMIN | | | 1 | 1 | 1 | 1 | 1 | 1 | 1 | 1 | 1 |

hope it will help you.