The main features include:
Better layout, providing more information about active lines being dialed
Easier navigation for agents to move quickly through calls
Improved Lead Window for connected calls
Setting for light/dark theme
Enhanced campaign activity tracking and agent performance reporting
Ability to go on a break and pause your dialing session without exiting.
Ability to send a text message from a live call or the call finalization screen
smrtDialer Reminders
If you need prior help in building a campaign, please check our documentation, where you can find information regarding:
Preparing your lead lists
Pulling leads from Podio or Salesforce ⇢
Importing leads directly to smrtDialer using Excel ⇢
Welcome to the smrtDialer
When you first land on the smrtDialer page, you can see a short introductory video that briefly presents what's new.
This article, along with the video above, will present you with some of the most important key points of smrtDialer's interface.
How to Access smrtDialer
Navigate to smrtDialer from the left menu, as you always do, and find the campaign you would like to dial.
Settings
After you land on the Campaign's window, you have a clear view over your Settings. Placed in the top right corner, the Settings' gear⚙️ allows you to:
Toggle on/off Auto-Resume
Enable A.I. Voice Detection
Set your theme for light or dark
Adjust the sound and speaker settings
Option Bar
Across the top of the screen, you will see important information about the active campaign. The interface tracks agent activity in a way that allows for better decisions on training, staffing, and campaign and list management.
There is an option called Go on a break which agents can press when they need a pause. This helps parse agent activity more closely.
Next to your Campaign's name, is the Status of your Call session. There are five possible statuses:
Idle - Nothing is happening
Dialing - The line(s) are active
Active Call/Talking - The agent is connected on a live line.
Finishing - The call has ended and the agent is entering notes or call statuses to finalize the call
On Break - The agent is paused
Finalize Time - The time spent on Notes and Call Statuses, the time between the moment you hung up and the Finalize Call action
These will be tracked on each campaign, per session/agent that made a call session, along with the Break time.
It is also in the Option bar that you will find the Mute button.
When an agent selects to Go on a break, the system will track this break time, giving more detailed call session information and a better understanding of campaign/list performance. You can come back to your campaign by hitting the Resume button.
The final option in the Option bar is the Close Session button, which ends this session and takes you back to the list of Campaigns. We recommend clicking on the Close Session button prior to exiting the tab/browser, to ensure proper data tracking.
Dialing Campaigns
To start a campaign, simply click on the Start green button. Your campaign will run as smoothly as you are used to.
Once a call is connected, you will see the progress on each line - in a multi-liner subscription case - and what the result is with each of outbound call.
If you need more help with Dialing smrtDialer Campaigns you can always check our documentation:
Options while Running smrtDialer Campaigns - Call Connected
While on a call, the Lead Window will provide you with information regarding:
Lead information that was imported from CRM or uploaded file
Call Script (if set)
Your Caller ID - Which of your smrtPhone numbers was used to connect to the lead, in case you need to provide it to them
View Lead/View Call in CRM - Will open the information in a new tab (Podio CRM used for demonstration)
Communication History (if any prior contact was made)
Action Bar across the top of the lead window:
☎️ Keypad - Use the keyboard inside the smrtDialer whether using the mouse or your computer's keyboard
✉️ Send SMS - Send a text message while on a call, without leaving this window or hanging up the call
➿ Drop Voicemail - In case you do not have A.I.Voice Detection on and you reached a leads's Voicemail, now you can drop yours manually
📞 Transfer Call - smrtPhone Pro subscribers have the option of a warm transfer or group call. smrtPhone Standard subscribers can simply pass the call with a cold transfer
⏸️ Hold Call - The option to hold the current call. (Available for Pro subscribers)
❌ Hang up - End a call at your convenience
Notes - Keep track of the lead's answers and information, for better-informed follow-up. This is where answers to the call script should be stored. These notes are pushed to CRM
Push to CRM (if an Excel-based campaign)
Close the Call and add Call Statuses
Call Session Tracking
While Idle, you can check the status of this call session within the campaign window.
On the right side, you have:
Overview - Informing you of total session time, break time taken during this session, leads, lines, or progress.
Session Log: informing you about each lead's status called on this session.
When you decide to finish this Call Session and exit the Campaign, you can see the progress made in each of every sessions by clicking the name of the Agent who made the calls.
You can find more information about Agent Tracker by reading this article here: Agent window in smrtDialer ⇢
Additional smrtDialer Resources
For any other details that you might need to fix, we invite you to read our Documentation on smrtDialer by accessing this Collection here: smrtDialer - Your Power Dialer ⇢
Furthermore, if you encounter any difficulties, the helpful ladies and gentlemen from our Support Team would be glad to assist you.
