CLICK-TO-DIAL - User Guide
Click-to-call, also known as click-to-talk is a form of Web-based communication in which a person clicks an object (e.g., button or image) to request an immediate connection with another person in real-time either by phone call or Voice-over-Internet-Protocol (VoIP).
Now let me tell you how they work hand in hand, let us try to simulate an agent trying to login to the dialer for you to have a better understanding.
1. The agent logs in through a web interface provided by the web server which is provided namely Vicidial/welcome.php it is usually default at this address: https://youripaddress
Then agent inputs the (i) phone login and password, (ii) agent username and agent password & (iii) selects the campaign.
If not an error is returned telling you that you have the wrong password or simply not displaying the list of campaigns you are allowed to login to.
If the credentials are correct, then the page will redirect to “Agent web client” page.
(i) Login with phone credentials:
(ii)Login with Agent user credentials: (iii)Select the Campaign:
After successful login, the asterisk server will call the extension where the agent is connected. For example an agent uses cc100 to connect his softphone then the asterisk server will then calls cc100, the softphone receives the call, the agent answers it and automatically the agent is put into a MeetMe conference bridge. You will hear a voice telling you “You are the only person in this conference”.
Open CRM (https://crm.yourdomain.com) on another TAB in the same browser window and login with CRM username and password.
(i) Go to List View of Leads module and there we can find the “phone icon” (in green color) near to the phone number ( if the phone number is available).
(ii) While click on that green phone icon, call will be initiated.
(iii) In leads list view, the icon will changed to red color when the call is successfully
(iv) By clicking the red icon, the call will hung up (terminate) in the Vicidial system. The
page will redirect to the disposition status.
We can add the Vicidial username and password in CRM Admin by following the below step.
Admin > User management > Create / Edit user.