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asterCC Call Center released 1.2.2

By | Latest News | No Comments

asterCC Commercial released a new version 1.2.2, old user could go to system modules to upgrade the main changes include

  • auto send report via email
  • you can define a url to popup in campaign
  • support customer calendar
  • add call transfer/consult popup
  • support BLF
  • added several new parameters in IVR
  • allow reset assgined agent when recycle customer numbers in a campaign
  • add order status in agent popup interface

For download, please go to http://astercc.org/downloads change log:

core-1.2.2

  • Add link field for the customize field

cutomize_link

  • The memo contains wrap,can not open the qcpage
  • Change the “Hour” to “hh:mm:ss” in the graph statistics

statistic_h_m_s

  • Optimize the error message
  • Add the yellow color tip to show the username,role and the localtime

System tip on the right top

  • Add main customer canlendar,customer oriented,when the customer changed,the canlendar will be assigned to the agent
  • Add the “My Workorder” page priviledge in the role,it used to show the agent’s workorder for agent

role_myworkorder

workportal_myworkorder
  • When consulting or transfer,the consulted or transfered agent will popup the customer informatioin page,so the consulted or transefered agent can click the `Immediately Refresh` to refresh the customer information
  • Fixed the outside device can not transfer to extension
  • Add phone BLF function
  • Fixed the export file can not export correctly fields
  • Fixed the search box’s css incorrectly
  • When export,can fill in the emails.So,the export file will mail to the emails.Include this page:

export_set

  • PBX → CDRS
  • Campaign → Customer Packages’ page to click the `Export Customers` on the edit page
  • Campaign → Customers
  • Campaign → CDRs
  • Campaign → Quality Control
  • Dialer → Campaign Diallists
  • Customer Service → CDR
  • Customer Service → Miss Calls
  • Survey → Survey’s page,click `Quotation` button to open the quotation page to export the quotation
  • Account
    • On the add blacklist or whitelist page,the scroll bar will appear when the data is too much

scroll

  • Agent
    • Click the `View Agent Group` button to open the page,can remove the agent from the agent group

remove_agent

  • Agent Group
    • Edit the `ACW` Fields will get one tip message “Editor Successful Please remind the agent to relogin”
  • Customization
    • wrap unite to the unix standard
    • the `Display As` field can be edit
  • Trunk
    • Edit `Registry String` field will appear the reload tip
  • Outbound Routes
    • Add `Sip Refer` to `Transfer` field in the outbound route rule

sip_refer

  • IVRs
    • Fixed can save the empty data
  • Knowledge
    • Revise some po
    • Optimize the css
  • Device
    • The `ExteralNumber` can not be the same with `Ext. No.`
  • Setting
    • Add sip tcp parameter to `GENERAL SIP SETTINGS`,include `tcpenable`,`tcpbindaddr` and `transport`.
  • Backup Archives
    • Optimize the page pagination css
  • Live Trunk
    • Fixed can not show the trunk which no team belongs to
  • BLF Group
    • Can set the device to join the BLF Group,so the device can see the status of other device in the group by the phone machine

Login Page

  • Fixed can not press the enter key to enter to the system,when finish to fill in the email
  • Access the login page by the team identity,support two patterns
    • 1.http://asterccSERVERip/teamIdentity
    • 2.Use the domain bind to the astercc Server
      • http://www.teamIdentity.xxx
      • http://teamIdentity.xxx
      • Access the login by use the team identity,will no longer to show the team select.This will be suitable for multi-team operations
      • Login the astercc Server, vi /etc/astercc.conf
      • Add under [system]
      • login_route = team
      • If exists `;login_route = team`,please remove the `;`

Campaign

  • The campaign which use main table customer can use the dialer to work

Dialer

  • When recycle,need to use `Schedule` field’s value in the customer information as the dialer’s `Schedule`.There are two case:
    • The cycle customer’s `Schedule` field is not empty,and it behind the recycle operate’s `Schedule`
    • The cycle operation doesn’t set the `Schedule`,and the cycle customer’s `Schedule` is not empty
  • Can use one option to control whether to truncate the customer’s agentno

reset_agent

  • Campaign Diallist
    • Disable the edit function of the customer in the list under the `Campaign Customer`

Agent Work Page

  • Add `status` to show in the order list when view the purchase records

add_status_show

  • The scroll bar will appear when the queue is too much to suitable the screen
  • Fixed can not get the pedding customer data under the `Pending` Tag on the campaign work page

building a virtual office using astercrm ,freepbx and asterisk

By | asterCRM | 6 Comments

In a virtual office, you will have few receiption but they can answer calls for hundred company, in such case, they should know which number customer dialed so that they dont mess up the calls, now we introduce u how to build a virtual call center using astercrm & asterisk.

1. add extension for receiption

open your browser and go to freepbx, click extension on left menu and add extensions for your receiption, here we have three extensions: 8000, 8001 and 8888

freepbx_extensions

2.  add a queue for your receiptions which would be used to answer incoming calls, we only add 8000 and 8001 in this queue

freepbx_queue

and u can set some options for this reciption queue

freepbx_queue_detail

3. add a trunk which could be used for incoming calls

freepbx_trunk

and the most important, set registry for this trunk so that u can get calls in

freepbx_trunk_1

4. add a inbound route so that the receiption queue could answer your incoming calls

freepbx_inbount_route

now make a call to your DID number, if everything is allright, phones of receiption should ring

5. go to astercrm and add account for your receiptions

astercrm_account

6. add trunkinfo so your receiption could get some information about the number customer dialed

astercrm_trunk_info

here Trunk Channel should be the username of your trunk, not trunk name in freepbx

7. login as a receiption accound and try make a call

astercrm_agent_1

when ringing

astercrm_agent_2

when talking

this tutorial could be used on trixbox, elastix or any other system using freepbx, also u can config receiption account and dialplan by your self.

dialer, queue and popup for asterisk callcenter(freepbx,trixbox,elastix,pbxinflash) with asterCRM

By | asterCRM | 16 Comments

The latest asterCRM has a great improvement in dialer, and with asterCRM, it’s quite easy to build a call center. Here’s a how-to for a outbound call center with Freepbx and astercrm. Following by this how-to, you can creat such a solution:

asterCRM dialer will call the numbers in your diallist, and when the call is connected, it would be redirect to a queue, where your agent will answer the call and talk the customers,  they can do survey , sales or whatever you want.

* freepbx is a web gui for asterisk which is widely used in asterisk applications, like trixbox, elastix, pbx in flash …

  • install freepbx

For freepbx installation, you can read the installation document from freepbx website http://www.freepbx.org. If you are using trixbox, elastix or pbx in flash, then u can skip this, it have freepbx build in already.

  • install asterCRM, make sure asterCRM daemons (astercc and astercctools) are running

for asterCRM installation, go and check asterCRM wiki:

http://wiki.astercrm.org/index.php/AsterCRM_Installation#Using_the_install_script

  • add extensions for your agents and set a queue to receive calls from asterCRM dialer

login into freepbx, start add extensions for your agent

freepbx-add-extension

then add a queue

freepbx-queue

  • set group/user in asterCRM

next login asterCRM as admin, create group “outbound sales” and add extensions for agents you created above, go wiki for more detail

http://wiki.astercrm.org/index.php/Create_Group

http://wiki.astercrm.org/index.php/Create_Extension

make sure “Extension” matched “Outbound CID”  or “Extension”(if outbound cid is blank) in freepbx

so now all your agents should get a username/password for asterCRM.

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