Your first day

Do this

On Home, a card called “Get your first calls going” shows these six steps and how many are done. Its one button always opens the next step. The times assume you have your team’s emails, a list file and your carrier’s details ready.

1. Add your team (about 3 minutes). Open Setup, then Team, then the People tab. Press Add a person. Fill in Name, Email and “What they can do”, and optionally a temporary password. VoDialer shows the temporary password once, so give it to them. See team and roles.
2. Start from the Medicare preset (about 5 minutes). Open Campaigns and press New campaign. On the first of four short steps, choose Start from the Medicare preset. You get a Fronter bot, a Verifier bot and a queue for licensed agents, already wired together. Walk through the steps and press Open the campaign. See campaigns and steps.
3. Add a list and check it (about 10 minutes). Open People, then Lists, then Add a list. Upload your file, match its columns, name the list and import it. Then press Check this list. Every person is checked before anyone is called, and some are held back with a reason. See add a list and check a list.
4. Add your numbers and carrier (about 7 minutes). Open Setup, then Numbers and carriers, and press Add a carrier. Then add the numbers people will see as caller IDs in the campaign’s settings. See adding a carrier and caller IDs.
5. Try a call on the test phone (about 3 minutes). Open the test phone, pick a test number and press Go online. Let the campaign or a bot call it, and answer with your microphone. Your browser asks for the microphone only when you answer. See the simulator.
6. Start (about 2 minutes). Open the campaign and press Start. VoDialer checks the campaign first and lists anything missing. See start, pause and stop.

Once your campaign has started, Home stops showing this card.

Not yet

In this build the phones are a simulator and the AI is a local stand-in. A fresh install can only call virtual people, and no call can leave the machine. A real carrier, real softphones and the real AI model have not been checked. See what is simulated.

Things to know

• The test phone only answers on test numbers, which start +1 555 2.
• If AI voice is not set up, the test phone says so and a bot will not answer. You can still test ringing and your microphone.
• Pick Simulator as the carrier kind only when you test on your own computer.
• Step 4 is marked done only when you have at least one carrier and at least one caller ID.

Note

The step 4 button opens Numbers and carriers, but the caller IDs that complete the step are added in the campaign’s settings, in the Caller IDs card.

Before you start a real campaign, read before you call and testing and publishing.