Settings

General Information

In this section, you can configure various parameters of entities and modules within the Teliqon Autodialer software.

To view the complete list of Teliqon Autodialer software elements for which you can modify settings, click the ‘Settings’ tab:

The section consists of three separate pages:

1. Account management;

2. Campaigns management;

3. Leads management;

4. Work Time management.

Account management

The Account Management page contains the following sections:

1. Change Name;

2. Change Password.

In the 'Change Name' section, you can update your username in the system.

To do this, click the input field labeled 'Username' with the left mouse button and begin typing.

After entering the desired name, click the Save changes button.

In the 'Change Password' section, you can update your user password.

Click the input field with the left mouse button and begin typing.

In the 'Your current password' field, enter your existing account password. In the New password and Repeat new password fields, enter your new password.

Please note that the new password must be at least 8 characters long, including numbers, uppercase and lowercase letters, and must differ from your last three passwords.

After entering the required information, click the Save changes button.

Campaigns management

The Campaigns Management page contains the following section:

In this section, you can edit the default settings applied when creating a campaign on the Campaigns List page, specifically:

1. Mode;

2. Coefficient;

3. Work Hours;

4. Hide Phone (Agents);

5. Amount;

6. Callback Settings:

• a. Delay;

• b. Attempts;

• c. Final Status.

Using the dropdown menus, you can select the Mode and its corresponding Coefficient. These fields are mandatory if you wish to apply changes to a campaign. More detailed information about these parameters can be found in the following document: {link1}. To make changes, click the dropdown menu with the left mouse button and select the value from the list.

Additionally, you can modify the Work Hours and Hide Phone (Agents) settings. To change these, click the respective dropdown menu with the left mouse button and choose the appropriate option from the list.

Currently, the following work hour settings are available:

1. 00:00 - 23:59;

2. 08:00 - 16:00;

3. 09:00 - 17:00;

4. 10:00 - 18:00;

5. 11:00 - 19:00;

6. 12:00 - 20:00.

The Hide Phone (Agents) setting controls the masking of phone numbers for agents during call handling. This parameter is typically configured once during system setup and is not displayed elsewhere. When this option is enabled, either part of the phone number or the entire number will be hidden for agents during calls.

Additionally, after selecting the masking type, an extra field labeled Amount will appear. This field specifies the number of digits in the phone number that will be hidden:

Once you have entered the required parameter values, click the Save changes button.

To view the changes after saving, navigate to Campaigns -> Campaign List, then click the + Add New Campaign button.

Leads management

On the Leads Management page, there is a dedicated block containing lead statuses:

This block includes two tables:

1. Feedback Menu Statuses – this table displays the statuses that an agent can assign after a call.

2. System Statuses – this table displays statuses that are automatically assigned by the system (for example, when the lead does not answer the call).

In the “Feedback Menu Statuses” table, you can review the default lead statuses, add custom (user-defined) lead statuses, or edit existing custom statuses. These statuses are used when an agent sets call feedback after completing a call.

To add a new lead status, click the + Add New button.

After clicking, a blank row will be added to the status list, which you will need to fill in by typing using the keyboard:

Please note that the maximum allowed length for a Status Code is 12 characters, and for a Status Name — 30 characters.

After entering the required values, click the disk icon to the right of the row to save the changes.

If you decide not to save the parameter, click the X icon.

To edit an existing lead status, click the pencil icon located to the right of the row.

After clicking, the fields in the row will become editable.

You will need to modify them by typing using the keyboard:

After editing the required values, click the disk icon to the right of the row to save the changes.

If you decide not to save the changes, click the X icon.

To delete custom lead statuses, click the trash bin icon located to the right of the row.

Work Time Management

On the Work Time Management page, there is a block that contains the available status types:

To add a new type of work pause for agents, click the + Add New button.

After clicking it, an empty row will be added to the list of pause types, which you need to fill in by entering the required information using the keyboard:

In addition to entering the name and the maximum allowed time for staying in this status (in minutes), you must select the Billable checkbox if you want the time spent in this pause to be considered paid.

If this option is not selected, the agent will automatically be switched to Offline when choosing this pause status.

You can edit and delete previously created work pauses at any time.