Quick Setup Guide for Calley Automatic Call Dialer

Quick Setup Guide for Calley Automatic Call Dialer

Calley Automatic Call Dialer has 2 parts.

  1. A Web Panel through which you can load numbers and manage data. - Link
  2. A Mobile app through which you can do calls. - Link
If you have subscribed to Calley Personal Plan, please follow the steps below in the same order so that you can start with your first calling campaign in minutes.

Calley Process on Web Panel

  1. Login to Web Panel with the valid  credentials.



  2. As you login, you are bought to Dashboard. The First Step for Setup of Calley Personal - Free for Life plan is to upload a Calling List from the Web Panel. To do so you can go to the top bar and select Calling List > Add - Standard Import



  3. On the Add List page you need to provide a Valid Name for your Calling List as well as select a CSV / XLS / XLSX file to load the numbers. 



  4. There is no Set format for the import file (CSV / XLS / XLSX) but in the Standard Import we will need 3 fields. 



    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

  5. Once the List is uploaded you are bought to the Field selection page where you can map the fields in your XLS file with the fields allowed by Calley Platform. 


  6. Calley Personal imports top 50 Records of your calling list after removing duplicates. 



  7. You will be able to see the numbers uploaded on the list as the import is done. 

Your work in Calley Web Panel is done now. You can head to the CalleyACD Mobile App. 

Autodialing on Android Mobile 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 Dialing 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 (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. 

  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. 


If you need further assistance do write to us on support@getcalley.com




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