Download the Vicidial Manager Manual PDF and Boost Your Call Center Performance
# How to Use the Vicidial Manager Manual PDF: A Complete Guide for Beginners
If you are looking for a comprehensive and easy-to-follow guide on how to use the Vicidial Manager Manual PDF, you have come to the right place. In this article, we will show you step-by-step instructions on how to set up and manage your call center using the Vicidial open-source contact center software.
## What is Vicidial?
Vicidial is an enterprise-class, open-source, contact center suite that can handle inbound, outbound, and blended calls. It can also perform email and web chat functions. Vicidial is used by many large call centers around the world and has a lot of features and settings that can be customized to suit your needs.
## Why do you need the Vicidial Manager Manual PDF?
The Vicidial Manager Manual PDF is the official document that contains all the information you need to know about the Vicidial software. It has many tutorials that will show you how to set up various functions within Vicidial, such as campaigns, lists, users, trunks, inbound groups, call menus, custom fields, phone aliases, email settings, and more. It also has descriptions of the thousands of settings that are available within the Vicidial software and how to change them according to your preferences.
The Vicidial Manager Manual PDF is a very useful resource for anyone who wants to learn how to use Vicidial effectively and efficiently. It can help you avoid common mistakes and errors that can affect your call center performance. It can also help you troubleshoot any issues or problems that you may encounter while using Vicidial.
## How to download the Vicidial Manager Manual PDF?
You can download the Vicidial Manager Manual PDF for free from the official website of Vicidial Group. You just need to fill out a short survey form with some basic information about yourself and your call center. Alternatively, you can also purchase a printed version of the manual from Amazon or other online retailers.
## How to use the Vicidial Manager Manual PDF?
The Vicidial Manager Manual PDF is divided into several chapters and sections that cover different topics and aspects of the Vicidial software. You can use the table of contents or the index to find the specific information that you are looking for. You can also use the search function of your PDF reader to look for keywords or phrases that are relevant to your query.
The manual is written in a clear and concise manner that is easy to understand and follow. Each tutorial has screenshots and diagrams that illustrate the steps and procedures that you need to do. Each setting has a description and an explanation of what it does and how it affects your call center operation.
You can use the manual as a reference guide whenever you need to set up or modify something in your Vicidial system. You can also use it as a learning tool to familiarize yourself with the features and functions of Vicidial and how to use them effectively.
## Conclusion
The Vicidial Manager Manual PDF is a valuable resource for anyone who wants to learn how to use the Vicidial open-source contact center software. It contains all the information that you need to know about setting up and managing your call center using Vicidial. It is easy to download, read, and use. It can help you improve your call center performance and productivity.
We hope that this article has helped you understand how to use the Vicidial Manager Manual PDF. If you have any questions or comments, please feel free to leave them below.
vicidial manager manual pdf
## How to set up a campaign, load leads, add a list, add users and start dialing
One of the most common tasks that you will need to do in Vicidial is to set up a campaign, load leads, add a list, add users and start dialing. A campaign is a group of settings that define how your call center will operate. A lead is a record of information about a potential customer or contact. A list is a collection of leads that belong to a specific campaign. A user is an agent or a manager who can log in to the Vicidial system and perform various functions.
To set up a campaign, load leads, add a list, add users and start dialing, you need to follow these steps:
1. Log in to the Vicidial web administration interface using your username and password. The default URL is http://YOURSERVERIP/vicidial/admin.php
2. Click on the Campaigns link on the left menu. This will take you to the Campaigns screen where you can see all the existing campaigns and create new ones.
3. Click on the Add A New Campaign button at the top right corner of the screen. This will take you to the Add A New Campaign screen where you can enter the basic information about your campaign, such as name, description, status, dial method, dial prefix, etc.
4. Fill out the required fields and click on the Submit button at the bottom of the screen. This will create your campaign and take you to the Modify Campaign screen where you can change more settings and options for your campaign.
5. Click on the List Load link on the left menu. This will take you to the List Load screen where you can upload your leads file and assign it to a list and a campaign.
6. Click on the Browse button and select your leads file from your computer. Your leads file should be in CSV (comma separated values) format with one lead per line and fields separated by commas. The first line should contain the field names, such as phone_number, first_name, last_name, etc.
7. Enter a name for your list in the List Name field and select your campaign from the Campaign drop-down menu.
8. Click on the Submit button at the bottom of the screen. This will upload your leads file and create your list and assign it to your campaign.
9. Click on the Users link on the left menu. This will take you to the Users screen where you can see all the existing users and create new ones.
10. Click on the Add A New User button at the top right corner of the screen. This will take you to the Add A New User screen where you can enter the basic information about your user, such as username, password, full name, user level, user group, etc.
11. Fill out the required fields and click on the Submit button at the bottom of the screen. This will create your user and take you to the Modify User screen where you can change more settings and options for your user.
12. Repeat steps 10 and 11 for each user that you want to add to your system.
13. Log out of the Vicidial web administration interface and log in to the Vicidial agent interface using one of your user's username and password. The default URL is http://YOURSERVERIP/agc/
14. Select your campaign from the Campaign drop-down menu and click on Submit.
15. Wait for a few seconds until you see a message that says "Waiting for calls..." This means that you are ready to receive or make calls depending on your campaign's dial method.
You have successfully set up a campaign, loaded leads, added a list, added users and started dialing using Vicidial.
For more details and explanations about each setting and option in Vicidial, please refer to the Vicidial Manager Manual PDF.
## How to set up remote agents to be able to take calls from an outbound campaign or an inbound group
Another common task that you will need to do in Vicidial is to set up remote agents to be able to take calls from an outbound campaign or an inbound group. A remote agent is an agent who can log in to the Vicidial system from anywhere using their phone and a web browser. A remote agent can be useful for situations where you have agents who work from home or from different locations.
To set up remote agents to be able to take calls from an outbound campaign or an inbound group, you need to follow these steps:
1. Log in to the Vicidial web administration interface using your username and password. The default URL is http://YOURSERVERIP/vicidial/admin.php
2. Click on the Phones link on the left menu. This will take you to the Phones screen where you can see all the existing phones and create new ones.
3. Click on the Add A New Phone button at the top right corner of the screen. This will take you to the Add A New Phone screen where you can enter the basic information about your phone, such as extension, dialplan number, server IP, etc.
4. Fill out the required fields and click on the Submit button at the bottom of the screen. This will create your phone and take you to the Modify Phone screen where you can change more settings and options for your phone.
5. Select Remote-VoIP from the Protocol drop-down menu under Phone Options. This will enable your phone to use VoIP (Voice over Internet Protocol) technology to connect to the Vicidial system.
6. Enter a password for your phone in the Password field under Phone Options. This will be used by your remote agent to log in to your phone using their web browser.
7. Click on Save Changes at either top or bottom of Modify Phone screen when done with setting up your phone as a remote VoIP phone.
8. Go back to Users screen by clicking Users link on left menu
9.Select your user that you want assign this phone by clicking Modify button next its name
10.Select your phone from Phone Login drop-down menu under User Options
11.Click Save Changes at either top or bottom of Modify User screen when done with assigning this phone
12.Log out of Vicidial web administration interface
13.Give your remote agent their username, password, phone login, and phone password that they will need to log in to Vicidial system
14.Tell your remote agent to go to http://YOURSERVERIP/vicidial/welcome.php using their web browser
15.Tell your remote agent to enter their username and password and click on Submit
16.Tell your remote agent to enter their phone login and phone password and click on Dial with Customer Code
17.Tell your remote agent to wait for a few seconds until they hear a message that says "You are now logged in"
18.Tell your remote agent to select their campaign from Campaign drop-down menu and click on Submit
19.Tell your remote agent to wait for a few seconds until they see a message that says "Waiting for calls..." This means that they are ready to receive or make calls depending on their campaign's dial method.
You have successfully set up a remote agent to be able to take calls from an outbound campaign or an inbound group using Vicidial.
For more details and explanations about each setting and option in Vicidial, please refer to the Vicidial Manager Manual PDF.
## Conclusion
Vicidial is a powerful and versatile open-source contact center software that can handle inbound, outbound, and blended calls, as well as email and web chat functions. Vicidial has a lot of features and settings that can be customized to suit your needs and preferences. Vicidial also has a comprehensive and easy-to-follow guide on how to use the software, which is the Vicidial Manager Manual PDF.
The Vicidial Manager Manual PDF contains all the information that you need to know about setting up and managing your call center using Vicidial. It has many tutorials that will show you how to set up various functions within Vicidial, such as campaigns, lists, users, trunks, inbound groups, call menus, custom fields, phone aliases, email settings, and more. It also has descriptions of the thousands of settings that are available within the Vicidial software and how to change them according to your preferences.
The Vicidial Manager Manual PDF is a very useful resource for anyone who wants to learn how to use Vicidial effectively and efficiently. It can help you avoid common mistakes and errors that can affect your call center performance. It can also help you troubleshoot any issues or problems that you may encounter while using Vicidial.
We hope that this article has helped you understand how to use the Vicidial Manager Manual PDF. If you have any questions or comments, please feel free to leave them below. a27c54c0b2
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