Creating a Session

Sessions are created from Call Lists. You'll need to have uploaded a list before you can create a Session. Once your list is uploaded, you have multiple ways to create the session.

1. From the Call List Screen:
   
2. From the Homepage:
   
3. From the Sessions page by clicking the Session Name
   
   

Starting a Session

Once configured, you can click "Go Online" to connect to your session.

Next you'll be connected through webdial or the phone you have inputed on the session screen. When the connection is successful, you will hear the prompt to start the session. You can then click the "Start Session" button to fully activate calling our session.

Pausing a Session

• During your session, simply click the "Pause Session" button. This will dequeue and new calls and you can take a break without being disconnected from the session.

Resuming or Ending a Session (In the session screen while you are paused)

While you are paused, you can choose to resume the session by clicking the "Resume Session" button, or click "End Session", which will disconnect you from the phone call.

Continuing a Session (After you left the session screen)

• You can continue a session from multiple places. If you use the "Start Dialer Session" tile from the homepage, it will display options based on what is in scope to continue.
  • If you had a session in progress with records left to dial, you can quickly use the "Continue Session" button.
  • View sessions will take you to a list of existing sessions you can continue

Session Archiving

• After at least 3 days and when all logs have been persisted to your CRM

  • Archive operations run only on the weekend - sessions will not be archived until the following week