Three ways to work together

You do not have to replace VICIdial to use VoDialer. There are three ways to run them side by side. Ask two questions: who dials, and who closes?

Blue is a bot. Green is a person on your team. Grey is your own system. Yellow is designed but not built yet.

Way A: VoDialer dials, VICIdial closes

VoDialer places the calls from your list. A Fronter bot talks to each person. When someone qualifies, VoDialer puts them into your VICIdial as a lead, with the bot’s summary and the facts it confirmed, and calls your in-group. Your agents close in VICIdial as they do today.

You set it up with a VICIdial connection and a campaign step that sends the call to a VICIdial in-group. What data moves shows the order.

Note

Way A is built. It has only been checked against a stand-in VICIdial inside our test suite, never against a live install, and never with real phone calls. Run a small pilot first. See limits.

Way B: VICIdial dials, our bot answers

In this set-up, VICIdial keeps dialing. Our bot would take the answered calls as if it were a remote agent logged in to VICIdial.

Not yet

Way B is designed, not built. Nothing in VoDialer logs a bot in to VICIdial as an agent, takes calls from VICIdial’s dialer, or reads VICIdial’s call state. Today you can use Way A for the same list, use Way C, or import your VICIdial lead and do-not-call files and run the list in VoDialer.

Way C: your fronters hand to our Verifier bot

Your fronters stay in VICIdial. They send the call to a phone number you own in VoDialer. A bot answers, confirms the details, and hands the call to your licensed agents.

What exists today:

• A number can be routed to a bot, to a team queue, or to the campaign’s first step. See inbound numbers.
• The bot then follows the campaign steps. The next step can be a team in VoDialer or an outside number or SIP address.
• A call to an unknown number gets a new person in the campaign’s “Inbound” list.

What does not exist:

• Nothing is specific to VICIdial. There is no VICIdial-side set-up and nothing carries your fronter’s notes to the bot.
• VoDialer finds the person by the caller ID on the incoming call. If VICIdial shows a different number, the bot starts from a new record.
• A route whose first step is an outside dialer is refused.

Note

Way C is partly built and has not been tried with a real carrier or a real VICIdial. Phones are simulated in our tests, and the SIP edge was never run.

What you keep and what changes

	Way A	Way B	Way C
Status	Built, unverified	Not built	Partly built, unverified
Who dials	VoDialer	VICIdial	VICIdial
Who talks first	Our Fronter bot	Our bot	Your fronters
Who closes	Your agents, in VICIdial	Your agents	Our Verifier bot, then your licensed agents
You keep	VICIdial for closing, your agents’ screens and your reports	All of VICIdial	VICIdial for dialing and fronting
What changes	Your lists, calling rules and dialing move to VoDialer for these campaigns	Not applicable	You add a number that rings a bot

If you are unsure, start with Way A on one small campaign beside your normal VICIdial campaigns.