How to assign call backs to specific agents?

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How to assign call backs to specific agents?

Postby cmacneil » Tue Jul 10, 2012 12:37 am

Hello!

Please forgive the newbie terminology but I'll do my best to describe what I am trying to accomplish...

I have about 300 call backs from 1 campaign which seem to be allocated to a central pool. I now want to allocate all CB's to a small selection (somewhere between 1 and 3) of agents.

What is the best way to do this please?

Thanks!
Chris
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Re: How to assign call backs to specific agents?

Postby williamconley » Tue Jul 10, 2012 12:42 am

Sorry, Chris, But I am unaware of a Quick method to reassign Callbacks. I would expect there is one, but I've never bumped into it. Perhaps Matt will chime in on this.

Of course it could be done in MySQL, but that's not a quick solution or simple for a newbie. You can use the "Search for a lead" function to modify each lead and set a callback one at a time, but that will likely take a while.

Oh:

when you post, please post your entire configuration including (but not limited to) your installation method and vicidial version with build.

this IS a requirement for posting along with reading the stickies (at the top of each forum) and the manager's manual (available on EFLO.net, both free and paid versions)

You should also post: Asterisk version, telephony hardware (model number is helpful here), cluster information if you have one, and whether any other software is installed in the box. If your installation method is "from scratch" you must post your operating system and should also post the .iso version from which you installed your original operating system. If your installation is "Hosted" list the site name of the host.

If this is a "Cloud" or "Virtual" server, please note the technology involved along with the version of that techology (ie: VMware Server Version 2.0.2). If it is not, merely stating the Motherboard model # and CPU would be helpful.

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Vicibox X.X from .iso | Vicidial X.X.X-XXX Build XXXXXX-XXXX | Asterisk X.X.X | Single Server | No Digium/Sangoma Hardware | No Extra Software After Installation | Intel DG35EC | Core2Quad Q6600
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Re: How to assign call backs to specific agents?

Postby cmacneil » Tue Jul 10, 2012 10:47 am

Hi Will -

Thanks for the help and tips! This is indeed a cloud server, so I hope the following info is accurate and helpful:

Vicibox 3.1.15 from .iso | Vicidial 2.4b-0.5 Build 120221-1641 | Asterisk 1.4.39-2 | Single Server | No Digium/Sangoma Hardware | No Extra Software After Installation | Quad Core Intel® Xeon® X3470 2.93Ghz


We do have some support for this - I am trying to learn as much on my own so as not to swamp the nice folks who have more critical activities on their hands :-)

However, I could ask them to write an SQL script to change the call back assignments. Is that something that would be pretty standard (i.e. following a pattern of "assign all call backs for campaign xxxx to user yyyy") or is it implementation-specific and they would have to write something from scratch? Again, sorry for the simplistic questions...

Chris
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Posts: 20
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Re: How to assign call backs to specific agents?

Postby williamconley » Tue Jul 10, 2012 7:21 pm

As part of your learning curve, you'll want to have a physical machine built before you attempt production with more than one or two agents. Virtual servers do not fare well. Dedicated servers are required for production Vicidial to succeed.

Is this Amazon Cloud, or a virtualization system in your shop ...?

SQL scripts are easier to detail by setting a few sample calls (to your cell phone!) and then finding the entries in sql and modifying them to see the results. They are not entirely tricky, but be careful of the difference between "reserved to call later" and "the time has passed, this prospect should be called NOW". There are also "sub-statuses" for callbacks that should be addressed if you want to maintain all functionality (or at least be aware they exist and may impact on your decision to move the callback).
Vicidial Installation and Repair, plus Hosting and Colocation
Newest Product: Vicidial Agent Only Beep - Beta
http://www.PoundTeam.com # 352-269-0000 # +44(203) 769-2294
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Posts: 20258
Joined: Wed Oct 31, 2007 4:17 pm
Location: Davenport, FL (By Disney!)


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