Admin Application
Support Article - Key Entities
Key Entities
DNC Integration, Import and Scrubbing
DNC.com Integration, Import & Scrubbing DNC.com Integration The ChaseData CCaaS system provides a rich set of integration possibilities, and that includes communicating with the Do-Not-Call system (DNC.com), allowing you to set yourself to comply ...
Route by Call Source (Inbound)
Route by Call Source (Inbound) By clicking on Route by Call Source from the Inbound menu, we can configure inbound numbers to be treated in a special manner (e.g. hang up to a known spam number, direct a special customer to a specific agent or ...
Outbound Playlist Builder
Outbound Playlist Builder An outbound Playlist is a mechanism that allows us to filter Contacts, or leads, for the purpose of discriminating among the complete set of Contacts in a Campaign, in order to execute focused calls. This could be useful ...
ChaseData CCaaS Scripting Tool
Scripting Tool Here we discuss an embedded tool provided with the ChaseData CCaaS system, which allows to create and maintain what in the system is known as custom Scripts, or HTML pages with optional embedded scripting (e.g. JavaScript) for ...
DNC.com Scrub Dispositions
When a number is scrubbed using DNC.com and is non-callable for the current campaign type (predictive / progressive), the dialer dispositions it with a non-callable status which has the following format: "FTC DNC (_CODE_)" where _CODE_ values are: ...
Setting Up Call Flows in ChaseData Admin Application
This article is going to cover the set of inbound Call Flows in the ChaseData Admin Application. The Call Flows are basically programmed actions on available dial options that the customer can choose on an Inbound call ( digits 0-9 ). Based on the ...
Setting up Alternative Number Dialing Rules
This article is going to cover setup to dial alternative numbers on ChaseData Admin Application. The first place you have to go is the Out Bound dial menu in the Admin Application. Once here you can select the Dialing Rules menu option. There are two ...
Greetings and Announcements on ChaseData Admin Application
This article is going to cover setting up greetings and announcements within the ChaseData admin application. First place you are going to head is over to the menu section and choose Inbound. Within Inbound you will see the greetings and ...
Displaying Inbound Number Label On The Agent App
Users currently have the ability to display the ring group label (ring group name) on the agent side. It will be displayed like this: To enable this, simply navigate to Campaigns -> Custom Data (From the admin app). Ensure You have a field named ...
Disposition Max Attempts
Beginning with version 1.40.76 of our admin application users, will now have the ability to automatically set records as non-callable after a desired number of attempts. Setting A Max Attempt To configure a record to become non-callable after a ...
Disposition Termination
Beginning with version 1.40.76 of our admin application users will now have the ability to automatically move a record to a different campaign based on disposition selected by an agent (selected from either the left menu, disposition drop-down or ...
Disposition Actions
Beginning with version 1.40.76 of our admin application users will now have the ability to automatically send a POST when an agent selects a disposition (either from the left menu or the disposition drop down). This can be used to send call data ...
Setting up an Agentless Dialing Campaign
The agentless dialing feature would be used if you are looking to do a press one campaign or a broadcast campaign. If you just want a message to play that is fine, if you want this message to connect to an agent you will have to use the following ...
Using The Search Module
The search module is one of the most powerful tools available in your arsenal. Here are some of the things it will allow you to do: Search for records inside all of your campaigns Move records to different campaigns/subcampaigns (as well as creating ...
Using The Recordings Module
The recordings module has a couple of different features. You will be able to do the following within the module: Play back recordings Save recordings Add a rating for the recording (5 star rating system) Add notes for the agents to view on the ...
Using No Call States
The No Call States module will allow admins to quickly do the following: Disable states from being dialed by the entire account or by specific campaigns Disable states from being imported into the system Disable specific area codes from being dialed ...
Setting Up Agent Skills
This article is going to cover creating a new agent skill and configuring it to be used by agents in ChaseData’s Cloud Software Administrator Portal. The first place we need to go is the additional settings menu which is going to be at the top right ...
Sending an Email From The Admin Portal
Before you can send an email (from the agent or from the admin), you need to make sure to enter the following information into the Integration module: SMTP Host + Port Sender Name (Usually something like DoNotReply) Sender Email Address (usually the ...
Assigning Outbound Dial Priority
This article is going to cover using ChaseData’s Cloud Software Administrator Portal to control your Outbound dialing. First place we need to go is to the left menu under Outbound and choose Dial Priority. On the dial priority screen it is going to ...
Creating Dispositions
This article is going to explain how to make dispositions for use by agents in ChaseData Cloud Based Software Administrator Portal. Dispositions are basically resulting call statuses your agents choose at the end of the call. The first thing we are ...
Updating Leads in Campaigns
This article is going explain how to use the ChaseData Cloud Based Software Administrator Portal to update leads you have in your campaigns. Doing this is going to be very similar to importing leads so we will head over to the left menu and choose ...
Loading Leads into Campaigns
This article is going to be covering loading leads into a campaign in ChaseData’s Cloud Software Administrator Portal. The first thing you have to do is login to the Administrator Portal and click on Data Import then Lead Import over on the left ...
Setting up Agents and Admins
This article is going to show you how to create agents accounts and admin accounts in ChaseData’s Cloud Software Admin Portal. First we need to login to our administrator application. Then let us start by Clicking on accounts over on the left ...
Setting up Custom Tables
This article is going to covering creating and configuring a custom table for a dialing campaign in ChaseData’s Cloud Software Aministrator Portal. First we need to login to the Administrator portal and head over to the campaign module. From there ...
Setting up a Campaign
Setting up a campaign in ChaseData’s Cloud Contact Center Software is quite simple. The challenging part is knowing you own personal dialing strategy you want to pursue. Whether it be Outbound, Inbound or Blended dialing ChaseData’s campaigns have ...