astDIAL FAQ - INDEX
Downloading App
- 1. How to download your app?
- 2. I cannot log into the app
- 3. Organination Name Does not exist
- 4. Login Failed Unknown
- 5. I do not see any data in Campaign
- 6. Dispo Not Available. Contact Admin
- 7. Distorted App Layout
- 8. Cannot see all the disposition
- 9. How to do Manual Dialing
- 10. How to register incoming call
Managing Campaign
- 11. How to Setup Campaign?
- 12. What is List ID?
- 13. Agents not getting data in their campaign
- 14. How to Recycle?
- 15. How to Transfer Leads?
- 16. How to Assign Camapaign
- 17. How to Create Auto Dial Campaign
- 18. How many disposition per campaign
- 19. How many contacts per campaign
- 20. How to assign / remove call back option from a disposition
- 21. How to Delete Data (Contacts)?
Monitoring
- 22. Where to get reports?
- 23. How to get report for specific date(s)
- 24. How to get report for specific user(s)
- 25. Where to get Real Time Screen
- 26. Can I get individual call duration
- 27. How to know how many contacts are yet to dial in a campaign
MISC
- 28. How can I experience a Free Demo?
- Download astDIAL from Google Playstore
Ref : https://play.google.com/store/apps/details?id=com.asttecs.astdialer
or,
go to the playstore, and type astDIAL - Accept all the permissions while installing
- Go to the top-right corner, and select 'menu' to go to the organization
- Insert your organization, as per credentials. Save it.
(Note: Write to us at support(AT)astCRM(DOT)com – for getting a “Demo” account, or if you are our subscribed client, get your own organization name.) - 5. Insert your username and password. (or, Get your Username and password from admin)
- Select a campaign from the displayed list
- Dial the number, by clicking the “Dial” button
- Post call, click on the ‘Dispo’ button, to provide the call inputs
- You can select the appropriate inputs under connected or not-connected section
- Make sure your Internet connection is proper
- All permission on installation of the app is selected
- Organization : The ‘Top Right Corner” in login screen is the option to insert an organization. Please check if the organization is inserted properly.
- Organization Name is all ‘small case’
- There is no space – before, after, or in-between the organization name
- Check with your Admin if you are using correct Username / Password to login
- Check with your Admin if they have assigned you atleast single campaign with data
- Check your internet connection
- Check if the organization name is all ‘small case’
- There is no space – before, after, or in-between the organization name
- Check your internet connection
- Check with your Admin if you are using correct Username / Password to login
- Check with your Admin if they have assigned you atleast single campaign with data
- Ask your admin to check if you dialed all the contacts
- Ask your admin to recycle the contacts based on “No Disposition” option
- Uninstall any version of astDIAL already installed on the phone
- Download the APK file from the link to your phone
- Go to the folder containing the downloaded file, and install the app
- Disable any auto update setting from the Phone, to stop the further upgrade of this app
- Uninstall any version of astDIAL already installed on the phone
- Download the APK file from the link to your phone
- Go to the folder containing the downloaded file, and install the app
- Disable any auto update setting from the Phone, to stop the further upgrade of this app
- For 1 or 2 random outgoing calls, between their regular Preview / Auto Campaign, the user can go to top right corner of their phone screen, and select “Manual Dial”
option. (After completion of Manual Dialing, they can go back to their regular campaign) - For regular outgoing manual calls, the users can request the Admin to create a Manual Campaign.
- In our latest app, at the incoming call, a screen will be displayed with the incoming call number. The user can fill the name of the caller, and select the disposition from the available options.
- For the old app (Link), and for some of the mobile devices using the new app, the user can go to the top right corner and select the “incoming” option. Insert the name and number manually, followed by the disposition on the call.
- #1. Create CSV file for the data to be uploaded (Minimum field required : Name + Phone No# + Comments + List ID )
- #2. Log into the CRM and Go to "Contact" Module
- #3. Click on "Import" Link
- #4. Chose the location of the CSV file, upload, and save.
#4.1. Upload the file
#4.2. Map the fields of the CSV with fields of the CRM - #5. Once uploaded, setup contact filter: Contact by list
#5.1. Edit the filter: Contact by list
#5.2. Under 'Choose filter condition' set List ID equals <<name of the list id recently uploaded>>. - #6. Go to "Campaign" Module
- #7. Create a campaign, with
- Assign To : <>
- Campaign Status : Active
- Campaign Type : Preview Dialing
- Max. No# of leads 3
- Save
(Note : Skip this step, for uploading the list to an existing campaign)
- #8. Link the contact with this campaign.
#8.1. Go to the campaign, by clicking the name of the campaign
#8.2. Select contact icon, or add from Add Contact Button
#8.3. In 'select to load list' section, select Contact by List filter. - #9. Link the Dispositions with this campaign
#9.1 Select Main Dispo icon from the Campaign Summary Page
#9.2. Click on 'Select MainDispo' button to view all the dispositions created in the system in a pop-up window.
Check the Dispositions you want to include for the campaign.
#9.3. Click on the 'Select' button, from the pop-up window, to add these disposition to the campaign. - #10. The agent will get the list on their mobile Phone.
- Go to the campaign module
- Click on the campaign needs redial
- Click on Recycle button, on the campaign page
- Provide the relevant Disposition for which you want to redial the numbers
- Click on the Apply button after selecting the right disposition
- Go to the campaign module
- Click on the campaign name from which you want to transfer the contact.
- Click on the Transfer button, from top right corner of the campaign page.
- Provide the relevant Disposition for which you want to Transfer the numbers.
- Select the name of the new Campaign, where you want this tranfer to happen.
- Click on the Apply button.
- Click on “Add Group” to create a new group; or edit any available group.
- Add the individual names to the group and Save it.
- Upload the data into a campaign
- Setup Campaign Type as Auto Dial
- Default outgoing “Sim” to be selected in the phone device
- Go to Menu >> Tool >> Maindispo
- Select your disposition and edit it.
- For Call back option – Select ‘yes’ to add, and Select ‘no’ to remove.
- Go to Menu >> Marketing >> Contacts
- Edit the filter "Contact by List ID" by using List ID to be deleted
- Select the checkbox for selecting all the contacts
- The system will display the total number of contacts, if the contacts are more than 20 for selecting. Click to select.
- Click the delete button.
- Report (top right corner icon) >> Last Call Status Report
- Download as Excel or CSV
- Open the file and apply the ‘auto filter’
- Now select the dates for which you want to access the data.
- Report (top right corner icon) >> Last Call Status Report
- Download as Excel or CSV
- Open the file and apply the ‘auto filter’
- Now select the user for which you want to access the data.
- Organization : xdial
- Username : 9999088880 | Password : 123123
- Download astDIAL from Google Playstore.
- Accept all the permissions while installing.
- Go to top-right corner, and select 'menu' to go to organization
- Insert your organization, as per credentials. Save it.
- Insert your username and password.
- Select the proper campaign from displayed list.
- Dial the number, and dispose the call later
- URL : https://demo.astcrm.com/xdial/
- Username : 9999088880 | Password : 123123
- Log to admin panel
- Dashboard : Complete overview of activities till date
- Real Time : Agent's and dialing status
- #4. Daily Report: All the stats by date
- #5. Report Module - To view, to filter, and to export
Downloading App
How to download your app?
Here are the instruction if you are using the android app for the first time.
I cannot log into the app
If you are not able to log into the app, check following:
Organination Name Does not exist
If you are trying to save the organization name, and getting the error that says “Organization Name does not exist”, check for the following:
Login Failed Unknown
While inserting Username / Password, you are getting the error that says “login Failed unknown”, check for the following :
I do not see any data in Campaign
If, after login, or after dialing a number, suddenly you come accross a screen that does not show any data
Check for the following:
Dispo Not Available. Contact Admin
If you are in a Campaign, and getting the error that says “Dispo not available, contact admin”.
This is an indication where the admin forgets to assign the dispositions for the campaign.
Please contact your admin, to assign the disposition to your campaign
Distorted App Layout
If you are experiencing a distorted layout for the astDIAL android app, you can install the Older version from the Link below:
- Steps to Install the Older version:
Cannot see all the disposition
The latest Android app is designed to offer speed and cosmetic look for new generation android apps. This has the limitation of 15-20 disposition per campaign.
However, if your business wants you to manage more disposition, which are failing to display on your mobile device, you can install the Older version from the link below:
- Steps to Install the Older version:
How to do Manual Dialing
At times, the telecallers have to make outgoing calls manually.
This can be achieved in 2 ways:
How to register an incoming call
While you are making outbound calls, it is quite obvious that some of your contacts may call you back.
Below are a couple of methods to register their calls
Managing Campaign
How to Setup Campaign?
astDIAL is an android app for call center suit for outbound processes. A Plug and Play technology for SMEs and domestic contact centers who wish to operate on the OPEX model. *astDial combines the ubiquity of Cloud Solution with the flexibility of Mobile Technology to create a unique solution, eliminating infrastructure requirements. The hassle-free android app that only requires internet connectivity to create a complete call center experience.
Steps to Setup Campaign:
What is List ID?
List ID is a unique value that should be uploaded while uploading any file.
This value is not mandatory but plays a very important role in handling data. The admin can filter out a group of contacts easily by knowing this list ID.
The ‘List ID’ can be specific to a user, upload data, or campaign, or any other important parameter that is required to filter your data.
A filter in contact “Filter by list ID” can be used to filter the selected data from the rest of the contacts. Which can be eiter assigned to a campaign, or can be deleted.
Agents not getting data in their campaign
When your telecaller complaints on not receiving the data in their application, please do the following check:
1. Check the Data
Please go to the ‘campaign’ from the CRM, click on the name of the campaign, and see if the user has completed the data, or the data is missed from dialing. The quick check is to go to the last page of the contacts within a campaign and see if the contact at this page is an attempt to dialed. If yes, then, the data is completed. If not, then the data is skipped.
2. Upload the Data
By upload the new data, and assigning to the same campaign, you can enable the dialing again. Ask the user to Logout, and Login to start receiving the data again to the Android application.
3. Recycle the Data
If the data is missed, Recycle the data based on “No Disposition” option.
You can also recycle based on other options available.
How to Recycle?
Many times we want to redial the list of leads based on their disposition. For example, all the leads with disposition ringing no response needs to be dialed again.
Untill now, the team leads were asked to create the new campaigns for every re-dial.
But, now the redialing can setup in few clicks.
Below are the steps to setup redialing.
How to Transfer Leads?
While running a campaign, you may face situation where you want to transfer the Leads from the current campaign to another campaign.
For instant, all the “interested” leads from a Fresh Campaign, should be moved under the bucked of more experienced tellecaller.
Below are the steps to setup to transfer the data.
How to Assign Camapaign
A campaign can be assigned to an individual or a group. Both options are avaiable in Assign To field, while creating a campaign.
To Create a Group, the admin can go to Menu >> Setting >> User Management >> Groups
How to Create Auto Dial Campaign
An ‘Auto Dial’ Campagin triggers the auto dialing of the calls. Few priliminary requirements are:
How many disposition per campaign?
The system does not restrict any number on disposition per campaign. However, our latest app restrict the display of disposition between 15-20.
Also for better results it is highly recommended to keep the disposition between 5-10.
How many contacts per campaign?
The system does not restrict any number on contacts per campaign. However, for better results it is highly recommended to keep maximum 10,000 contacts per campaign.
How to assign / remove call back option from a disposition?
You can create your own disposition. Or can use default disposition created by the system.
If you wish to add the “call back” option with a disposition:
How to Delete Data (Contacts)?
To Delete contacts:
Monitoring
Where to get reports?
There are multiple Reporting System
1. Dashboad (Menu >> Dashboard)
The objective is of give your team’s overview
2. Real Time (Menu >> Tools >> RealTime Report)
This screen explains current status of your individual users, including thier total calls and time spent for the day.
3. Analytics (Menu >> Analytics)
The 3-screen system gives complete 360O view on “Leads”, “Agents” and “Campaigns”.
4. Reports (Top right corner icon)
Download / Extract the reports in sheets.
How to get report for specific dates?
Any report can be download from:
How to get report for specific user(s)?
Any report can be download from:
Where to get Real Time Screen
For Real Time Screen go to
Menu >> Tools >> RealTime Report
This screen explains current status of your individual users, including thier total calls and time spent for the day.
Can I get individual call duration?
To get individual user call duration for any date:
Go to Menu >> Call Reports >> Agent Performance Report
Individual call duration is not available is astDIAL. You can upgrade your services to astDIAL+
How to know how many contacts are yet to dial in a campaign?
To know how much data is yet to dial in any campaign, go to:
Menu >> Analytics >> Campaign Report
The Graph Title “Pending Calls” shows how much percent of data is pending for each campaign. Highlighting the campaign color will give you exact data on pending calls.
MISC
How can I experience a Free Demo?
Here is the demo to our Work From Home Call Center Solutio
Agent's Credentials
The agents can use their mobile phones to dial the calls, and provide the proper disposition for each call. They can also schedule the call back option, and later access the call back details in the app.
Download app : https://play.google.com/store/apps/details?id=com.asttecs.astdialer
Steps to Dial:
Admin Credentials
The admin can monitor the complete activities of the agents, using the web based platform.
Steps to view the monitoring panel:
Feel free to reach us for any further clarification.