Day 5 – DialShree Agent Side Details
Day 5 – DialShree Agent Side Details
Short Description: How agents can create, view, and manage customer tickets for issue tracking.
Link: Tickets
Short Description: Overview of different header options like status change, pause codes, and activity controls available to agents.
Link: Header Activity
Short Description: Understanding the collection panel where agents can manage payment follow-ups, reminders, and customer commitments.
Link: CollectionModule
Short Description: Introduction to the AI assistant that helps agents quickly find answers, product info, and process guidance.
Link: Ask AI: Product Assistant
System Overview & Login Configuration
Campaign Configuration – Outbound
Campaign Configuration – Inbound
Agent Interface & Workflow
Recording, Dispositions & Quality Control
Reporting & Analytics
Whisper, Barge & 3-Way Call Demonstration
Integrations & API Understanding
Omnichannel & Add-ons (WhatsApp, SMS, Email, Webchat)
Custom IVR Design & Call Routing Logic
Lead Management & Data Handling
Queue Management & Agent Skill Routing
High Availability (HA) & Load Balancing Overview
Live Demo Simulation (Presales Skill Test)
Pre-Sales Quiz
Pre-Sales Quiz 2
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