Getting Started with Calley PRO Plan

Getting Started with Calley PRO Plan

Introduction

This is a Quick Setup Guide for you to start AutoDialing using Calley PRO Plan. 
Calley PRO Plan is a single user licence which allows you to AutoDial unlimited numbers right from your Android and iOS phone. It sets up Call Centre on your mobile phone and you can manage the Calling List (numbers you want to call right from your laptop / desktop).

What Can Calley Do?

You can do the following to Automate your Outbound Calling Workflow in a Calley PRO Plan.
  1. Create a List to call automatically, this list is created on the secure Web Panel using a CSV / XLS / XLSX file or a Google Sheet.  
  2. Download the Calley Mobile App and install them in your phone. 
  3. Call the numbers automatically so that you can speak to the leads rather than dialling them manually. 

What can Calley NOT Do?

Calley since its inception was created to help businesses automate their outbound and inbound calling processes. There are a few things that Calley can not do. 
  1. Send out Recorded Voice Messages to the numbers. 
  2. Since the numbers are Dialled from the Mobile Phone it can not dial multiple numbers at one time. 
  3. It will AutoDial the next call when the present call is Finished.
  4. Calley is not a Predictive Dialer. 

What are the Different Calling Modes supported by Calley PRO Plan?

Calley PRO plan supports multiple calling modes which are listed as below. 
  1. Power Mode - This mode allows you to call and save dispositions at the end of the call. It enables you to send Sms, WhatsApp messages, or Emails at the end of the call. If needed you can even schedule a call in future (Android - Yes / iOS - Yes).
  2. Uninterrupted Mode - This mode is a call only mode with no interruptions for saving dispositions. With continuous dialling you can auto dial a huge list with no interruptions (Android - Yes / iOS - No).
  3. WhatsApp Only Mode - This mode enables you to send WhatsApp messages to a list right from the mobile app. It requires a WhatsApp account activated on the mobile phone (Android - Yes / iOS - Yes). 
  4. App Calling Mode - This mode enables you to call using apps like TextNow, Skype, Zoiper, 2ndline, PhoneBurner or Google Voice (Android - Yes / iOS - No).


Step by Step Guide for Setup

Calley PRO is a paid subscription and in case you have not subscribed to it you can do it by visiting https://www.getcalley.com/pricing/. It is a Single user licence which means that you will be able to install it on one Android or one iPhone at any given point of time. 

To start you will need a 
  1. A Mobile Phone - Android or iOS to make calls. 
  2. A Laptop / Desktop to manage lead data and reporting. 
  3. An Active Internet Connection. 
This guide is created with an assumption that you have already subscribed to the Calley PRO Free Trial or Calley PRO active subscription.

Calley Process on Computer

Hi, welcome to getcalley.com. In this guide, we will discuss how you can quickly set up a Calley PRO Account in the Web Panel and Mobile App. 
  1. Log in to the Web Panel located on https://app.getcalley.com using a valid Email and Password.



  2. To start using the Calley PRO Plan, you need to set up your call feedbacks, dispositions, and upload a Calling List.
    1. Email Templates (Optional) - You can create email templates here which can be sent to the lead once the call is done. It is optional and can be configured later if needed. 
    2. SMS / Whatsapp Templates (Optional) - You can create a SMS or Whatsapp message template that can be shared with the lead once a call is done. This is an optional functionality and can be configured later too. 
    3. Call Dispositions / Feedback (Required) - These are the call dispositions that will be available to you as you finish your call. This is a required field and helps you to segregate your leads as per your call conversation. 
    4. Call List (Required) - This is the list of leads you intend to call. It is required to be uploaded in the web panel before you head over to the mobile app to make a call. 



  3. As you are on the dashboard, hover over Feedbacks and click on Manage Feedbacks on the top Navigation Bar. Feedback in Calley is the call dispositions, which an agent can select at the end of the call. 



  4. In the Calley AutoDialer App, call dispositions are categorized into four main categories - Lead, Connected, Not Connected, and Not Interested.




  5. You can create new dispositions or customize your existing dispositions by entering the heading, selecting the type, providing a description, and then clicking on Submit.



  6. Once the dispositions are created, the next step is to create the Calling list. Calley PRO allows you to load leads using Power Import. Using the Power Import Feature, you can load as many as 100,000 records at once for distribution into the calling list. To upload a calling list, hover over the call list and click on Power Import at the top navigation bar.
     


  7. Please ensure the file you upload is a valid CSV, XLS, or XLSX file.



  8. Provide a List Name, please ensure there are no special characters like commas or hyphens in the list name.



  9. Select the lead file you want to upload. Ensure it is a CSV, XLS or an XLSX file. Once selected click on "Upload File" button. 
     


  10. As the file is uploaded, you are taken to a page where you can map the column heading in Excel with the desired fields in Calley Web Panel. Calley will distribute the first 2000 records instantly while the rest are distributed over the next 15 minutes. 



  11. On this page, you can map the Excel column headings with the Calley fields. Unlike Calley Personal, which only allows you to map three fields, the Calley PRO subscription allows you to map fifteen more fields from your uploaded file. Three fields are mandatory for the mapping: Name, Phone and Notes. 
    1. Name - Name of the person you are calling (No Special Characters are allowed)
    2. Number - The number you are calling (only numbers are allowed along with + and -) 
    3. Notes - Reason why you are making this call which is shown to you when the call is initiated from the Mobile App (No Special Characters are allowed)



  12. Map Phone



  13. Map Notes.



  14. Once the mapping is done your can click on Import Data.



  15. You get a Success Prompt conforming that the Import Process has started. 



  16. As the data is imported successfully you will be able to see the Calling List created in the panel. This is the same list that will be available to you in the Mobile App to make calls. You can click on the list name to see details of the leads imported.



  17.  On this page you can see all the leads imported in the calling list you just created. Calley PRO Web Panel Setup is now done. You will now need to Install the Mobile App on your Android or iPhone to make you first Call. Details of the calls you made will be updated automatically with the web
    panel and you can see the reporting for the calls done on this page. 



  18. You can download the mobile app to make your first call. The link to download the app is
    available from the web panel.




Autodialing using Calley PRO on Android Phone  

If you do not have the app installed you will need to download the app on your mobile phone (Android or iOS) 
  1. Login to Mobile App using the same username and password that you used to create your account.


  2. Upon login you will be presented on a screen where you can choose to Skip & Go to Dashboard (Link to next step in the Auto Dialling Process)



  3. If you have installed the app for the first time it will ask you to provide permissions and then click on Get Started Now



  4. You are now on the Main Dashboard on the mobile app where you need to click on "Start Calling Now" button. 



  5. It will show you the list that you had created in the Web Panel and you can click on the arrow to download the same on the mobile app.



  6. You can now click on "Start Calling" button.



  7. The app will prompt you to choose the calling mode and dial the first pending number for you. 


  8. Once the call is finished the app will prompt you a Post Call Feedback page which gives you following options. 




    1. Feedback - Here you can select for Call Dispositions that you created in the Web Panel.
    2. SMS Template  - You can choose SMS Template in case you wish to leave a SMS / Whatsapp message at the end of the call. 
    3. Email Template - You can choose email template in case you wish to send an email to the lead at the end of the call.
    4. Reschedule Your Call - You can setup a schedule for calling the lead again, the app will remind you of the same.  
    5. Call Notes - You can put notes for the call done for future reference. 

  9. Once filled you have 3 options at the bottom of Post Call Feedback screen.



    1. Call Again - It will redial the same number for you. 
    2. Mark as DND - It will mark the number as DND in your panel and the same will be filtered from future calls. 
    3. Next Call - It will save the notes you have filled and dial the next call for you. 

  10. You can continue calling and updating notes for the list loaded. Calley ACD app will automatically take care of notes that are synced with the Web Panel so that you can see reports in the panel too. 

Autodialing using Calley PRO on iPhone  

If you do not have the app installed you will need to download the app on your mobile phone (Android or iOS) 

  1. Login to Mobile App using the same username and password that you used to create your account.


                                                                                                                                                                      
  2. Upon login you will be presented on a screen where you can choose to Skip & Go to Dashboard (Link to next step in the Auto Dialling Process)


                                                                                                            
  3. You are now on the Main Dashboard on the mobile app where you need to click on "Start Calling Now" button.



  4. It will show you the list that you had created in the Web Panel and you can click on the arrow to download the same on the mobile app. 



  5. You can now click on "Start Calling" button.



  6. The app will prompt you to choose the calling mode and dial the first pending number for you. 



  7. Once the call is finished the app will prompt you a Post Call Feedback page which gives you following options 



    1. Feedback - Here you can select for Call Dispositions (This feature is not available in Calley Personal) 
    2. SMS Template  - You can choose SMS Template in case you wish to leave a SMS / Whatsapp message at the end of the call (This feature is not available in Calley Personal)  
    3. Email Template - You can choose email template in case you wish to send an email to the lead at the end of the call.  (This feature is not available in Calley Personal) 
    4. Reschedule Your Call - You can setup a schedule for calling the lead again, the app will remind you of the same.  
    5. Call Notes - You can put notes for the call done for future reference

  8. Once filled you have 3 options at the bottom of Post Call Feedback screen.



    1. Call Again - It will redial the same number for you. 
    2. Mark as DND - It will mark the number as DND in your panel and the same will be filtered from future calls. 
    3. Next Call - It will save the notes you have filled and dial the next call for you.  

  9. You can continue calling and updating notes for the list loaded. Calley ACD app will automatically take care of notes that are synced with the Web Panel so that you can see reports in the panel too. 




Understanding Reports on Calley PRO Plan

As the loading to numbers is finished on the laptop you do not need the laptop anymore (Not until you wants to see reports).  You can now visit the mobile to start making calls. 
  1. Dashboard



  2. Call Summary



  3. Call Details



  4. Raw Call Data



  5. Gamification
     
  6. Feedback Wise Call Report




We hope that you are clear with setting up your Calley PRO Account. 
If you need further assistance in setting up your Calley Account for the first time you can write to us on support@getcalley.com or Request a demo

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