Magnalogix Hosted Dialer

Transcription

1 Magnalogix Hosted Dialer Set-Up Instructions Ver 5.0

2 How Magna Works

3 Hardware Set-up ** Before you begin, be sure you have these items completed. Otherwise you may run into problems installing or configuring your dialer set- up. ** DO NOT attempt to skip ahead at any time as this may cause issues in your set up process. Thank you! 1. Plug in your USB head-set and install any software that may have come with your USB head-set. You may be prompted to restart the computer afterwards. If so, save all your work before continuing with the restart. 2. Once the head-set is installed and ready to use, make sure it is working properly. You can test this by playing a song or movie to test the sound. Also if you have an in-line volume control (located on the head-set cord) make sure it is turned up and not on Mute. 3. Make sure you have a good internet connection. If you are on a secured network (Like in an office or corporate environment) be sure to check with your IT personal for compatibility and network access. If you are unsure, or need assistance we can arrange a meeting with our Technical Support Team. 4. You can check these settings by navigating to your Operating Systems Sound options. If you are unsure about this step consult your IT professional or our Technical Support Team. *** If at any time you have an issue setting up your head-set and/or computers settings please stop and consult your company s IT professional or you may contact our Technical Support for further assistance DO NOT continue until your computer and head-set is configured.

4 1. The first step in the process is to download the Magna- Fone Installer. 2. The Magna-Fone can be downloaded by clicking this link directly: Magna-Fone Download 3. Double click on Magnalogix Installer to install the software. If a box pops up saying you need.net framework 3.5 Click here to download the required framework and run the framework installer before moving on. 4. Click Next 5. On this screen input your serial key. Your serial key would have been sent to you VIA . Contact support if you do not have your serial key. 6. Click Next Step 1: Download & Install

5 7. Select the folder where you wish Magna-Fone to install to. If unsure, press Next 8. Confirm the install by pressing Next 9. If a box pops up asking to Allow Changes select Yes 10. Magna-Fone will now verify your serial key and setup your Magna-Fone for you. 11. Installation will complete and Firefox will open to the Agent Login page. 12. Click Finish to complete the installation. Step 2 : Installation Cont.

6 Step - 4 : Agent Login *** Now that you have completed the X-Lite set up, you will need to test and make sure your dialer is working. You will need to log in to the agent interface by following these steps below: 1. Open/Run Firefox Web-browser 2. In the address bar you will need to go to agent.magnaleads.com 3. At this screen you will need to input your User name, followed by the password. 4. When you hit the Log In button you will be sent an incoming call to your Magna-Fone. This will be displayed in the lower left of your screen, you MUST answer the call. 5. Once you accept the Incoming call you will see a screen that looks like this one shown here.

7 6. Once the incoming call Is answered you are now Online with the system. 7. The system should now say Select under agent status. 8. If agent stats says Dead contact support Step 4: Continued

8 Agent Interface Overview *** This is the agent s dialer controls. From here you can to do several things and get started dialing. 1. You will need to select your campaign with the drop down box. Next you will need to click Enter Campaign 2. Your status should show Paused. When you are ready you click the Resume button. 3. Once you resume dialing your status will show Ready. Should you at any time need to stop you can click the Pause button to stop dialing. 4. Once you are done dialing you need exit by clicking the Logout button located in the top right corner. *** Now that you are set up and dialing, please review the Agent Interface section of this manual to learn about the controls and features of the Magnalogix Hosted Dialer.

9 Agent Interface Overview *** Welcome to the Agent Interface overview. Here you can see all the controls and feature for the Magnalogix Hosted Dialer. Starting with the Agent Controls this is where you will control the dialer. These features include: Enter Campaign to start the campaign selected. Exit Campaign to exit the current campaign. Pause/Resume This where you stop and start the dialer. Transfer This feature is used to make a live transfer to a third party or conference in a third person. Finish This is used to end, and disposition the call in progress.

10 Agent Interface Overview *** This is the Call Controls. This includes the Manual Dial feature and the Callback feature. This is where you can follow up with Callbacks, or make a manual call if necessary. Callbacks This pulls up a window with all the available Callbacks. Press refresh to see the available callbacks. Manual Dial This will pull up a small window to make a manual call. *** Next is the Main window of the dialer. There are three tabs all which have specific information regarding the Campaign, lead Information and Scripts. Here we can see the Campaign Info. This shows statistics for the particular campaign you are dialing from. Keep in mind these figures are not always real-time.

11 Agent Interface Overview The next tab is the Lead Info tab. You can view our current customer info. This information is populated once a live person has been contacted. You can also leave notes regarding the call or update the current lead information.

12 Agent Interface Overview *** The last tab is the Script tab. This is where you can view a custom script for engaging the conversation with the current client. It is not displayed when there are no active calls. Once a call is connected to you, the script is generated instantly with the appropriate info from the lead.

13 Conclusion Thank you for choosing Magnalogix Hosted Dialer solution. You are now set up and ready to begin dialing your leads. With this revolutionary product you can now increase your productivity and income from your home or at the office. Using this system will allow you to bypass the mundane task of manually dialing, while getting you LIVE prospects on the line. No more voic s, answering machines, disconnects, or busy signals. With our intuitive interface you can be up and dialing in the same day*! Please contact our Technical Support Team if you have questions regarding compatibility, set-up, configuring or using our dialing system. You can also visit our FAQ page at or contact us direct at *The term Same day usually applies to most situations, however we cannot always foresee any technical difficulties regarding your personal network or computer capabilities. While we are often successful at troubleshooting and assisting the clients set-up process, this can sometimes take several support sessions spanning several hours.