Advanced Search
Search Results
354 total results found
Agregar Agente a Campaña
Cuando la integración lo requiere se pueden agregar agentes a una campaña especifica por medio de esta API, a continuación mostramos el como realizar esta acción. Usted puede verificar la Colección de Postman para ver un ejemplo y probar con su instancia. To...
Add Agent to Campaign
When integration requires it, agents can be added to a specific campaign through this API. Below, we outline how to perform this action. You can check the Postman Collection to test in your instance. All data enclosed in "{{ }}" are values that will be repla...
Hacer Llamada
En algunas ocasiones, es necesario que un agente genere una llamada a un número de teléfono desde otra aplicación, como podría ser un CRM. Se puede utilizar esta API, y la llamada será enviada al agente. Usted puede verificar la Colección de Postman para ver ...
Obtener Campañas
Para obtener todas las campañas creadas dentro de uContact se puede usar esta API la cual regresa la totalidad de Dialers y Queues. Usted puede verificar la Colección de Postman para ver un ejemplo y probar con su instancia. Todos los datos que esten encerra...
Obtener Dialers
Para obtener la lista de los dialers de uContact, se necesita usar esta API. Por ejemplo, si queremos crear un desplegable desde otra aplicación para mostrar los dialers y realizar alguna acción específica. Usted puede verificar la Colección de Postman para v...
Make a Call
In some cases, it is necessary for an agent to initiate a call to a phone number from another application, such as a CRM. This API can be used, and the call will be directed to the agent. You can check the Colección de Postman to see an example and test it wi...
Get Campaigns
To obtain all campaigns created within uContact, this API can be used, which returns the totality of Dialers and Queues. You can check the Colección de Postman to see an example and test it with your instance. All data enclosed in {{ }} are values that will ...
Get Dialers
To obtain the list of uContact dialers, this API needs to be used. For example, if we want to create a dropdown menu from another application to display the dialers and perform a specific action. You can check the Colección de Postman to see an example and te...
Intro Crediterium
Workshop
Sesión 1: Conceptos Operativos & de Administración de uContact. Sesión 2: Personalizaciones & Configuraciones Adicionales Sesión 3: El Perfil del Agente en uContact Sesión 4: El Perfil del Supervisor de uContact Sesión 5: Marcadores Automáticos
Descargar a Ucontact
Instalación 1- Descargar el repositorio en la carpeta /root 2- Ingresar a la carpeta /root/MinimalBotDesigner 3- Ejecutar el comando sh ./install.sh Nota: Para poder habilitar el bot sobre una campaña, debemos de seleccionar el bot "MinimalBot" y recién ah...
Compliance Policy
Introduction Clever Ideas is committed to conducting its operations ethically, transparently, and by all applicable laws and regulations. This Compliance Policy outlines our principles, responsibilities, and procedures to ensure every team member and partner ...
Introduction
Staying compliant with regulations, like the TCPA (Telephone Consumer Protection Act), is critical. However, many solutions that help contact centers follow these rules either slow down operations or aren't thorough enough to ensure compliance. This hurts both...
Compliance
Preview Dialers We have 2 very simple Dialing options to comply with TCPA: Preview Dialer first calls the agent and the agent initiates the call, they can then decide whether to dial it or not. Progressive Dialer is the same as Preview but with portfolio al...
Offboarding Process
Pre-Offboarding Preparation Notify Relevant Stakeholders:Inform HR, IT, team leads, and other departments about the employee’s departure and the steps required to ensure a secure offboarding process. Review Contracts & Agreements:Verify that the employee’s ...
Record Retention Policy
Record Retention Policy Outlines the guidelines and procedures for managing customer records to ensure compliance with legal, regulatory, and operational requirements. We are committed to maintaining transparency, data security, and efficient record-keeping p...
Change Management Process
Change Management Process Establish a Clear Change Vision Objective: Define the purpose and expected outcomes of the change initiative. Steps: Identify the business drivers behind the change (e.g., new technologies, market demands, regulatory changes). D...
Training Process
TRAINING PROCESS Initial Training for New Hires The onboarding and training process for new hires is designed to ensure they understand Clever Ideas' core values, technical competencies, and operational procedures. Phase 1: Orientation Duration: 1-2 daysP...
Hiring Process
HIRING PROCESS Introduction Clever Ideas is committed to ethical, sustainable, and inclusive hiring practices that reflect our values of innovation, empathy, and excellence. This document outlines our standardized approach to attract, evaluate, and onboard...
Privacy Policy
COMPENSATION PROGRAM The compensation program is tailored for sales, technical, and administrative employees to ensure alignment with company goals while motivating employees to achieve their objectives. The compensation program rewards employees based on me...