Getting Started with Calley TEAMS Plan

Getting Started with Calley TEAMS Plan

Introduction

This is a Quick Setup Guide for you to start AutoDialing using Calley TEAMS Plan.
Calley TEAMS Plan allows you to create a team and assign them numbers to AutoDial right from your Android and iOS phone. It is a perfect Call Centre Software for your Outbound Calling Teams. You as admin login to the web based secure panel to upload, distribute and manage data while your agents can login to the mobile app to call on the leads assigned to them. 

Note : As Team Admin or Team Leader you will not be able to login to Calley Mobile App while as an Agent doing calls you will have access only of the Mobile App not the Web Panel. 

What Can Calley Do?

You can do the following to Automate your Outbound Calling Workflow in a Calley TEAMS Plan.
  1. Create a Team of agents in your Web Panel who are going to call on behalf of your business.
  2. Create an account for a Team Leader and assign direct reporting agents. 
  3. Create a List and distribute leads to your calling agents, this list is created on the secure Web Panel using a CSV file.
  4. Your agents can download the Calley Mobile App and install it in their mobile phone. 
  5. Agents can call the numbers automatically so that they can reach out to more leads in the same time.

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. Mask numbers as the calls are going thru the SIM Card.

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

Calley TEAMS plan supports multiple calling modes which are listed as below.
  1. Power / Standard Mode - This mode allows you to call and save dispositions at the end of the call. It even enables you to send sms, WhatsApp, email or schedule a call in future.
  2. Uninterrupted Mode - This mode is a call only mode with no interruptions for saving dispositions.
  3. WhatsApp Only Mode - This mode enables you to send WhatsApp messages to a list right from the mobile app.
  4. App Calling Mode - This mode enables you to call using VOIP apps like TextNow, Skype or Google Voice. 

Step by Step Guide for Setup

Calley TEAMS is a paid subscription and in case you have not subscribed to it you can do it by visiting https://www.getcalley.com/pricing/
  1. To start you will need a 
  2. A Mobile Phone - Android or iOS to make calls. 
  3. A Laptop / Desktop to manage lead data and reporting. 
  4. An Active Internet Connection. 

Calley Process on Computer

The setup process starts with your registration to Calley Autodialer. 

Step 1 - To login to your web panel - Click Here



Step 2 - As you login you will be bought to the Setup Dashboard.



Step 3 - Click on the toggle to go to Reporting Dashboard.



Step 4 - You need to create a team first so that you can assign them numbers to call. Go to Top Navigation bar > Team > Agents. 



Step 5 - You can create an agent here using his name, email and mobile number. The agents gets an email with is login instructions upon creation. 



Step 6 - If needed you can also create a Team Leader by visiting Top navigation bar > Team > Team Leader. This is an optional step. 



Step 7 - As a Team leader account is created you can use his account and assign agents to the leader. A Team Leader can also access the web panel with restricted access to assigned agents. 



Step 8 - The next step is to create a Calling List and assign leads to the agents. To do this you have three options - Standard Import, Power Import & Google Sheet Import. 



Step 9 - In the current guide we are continuing with Standard Import, Go to the Top navigation bar > Calling List > Add List - Standard Import.



Step 10 - As you reach Standard Import Page you can provide a List name of your choice and select the agents to whom you will like to assign this list. 



Step 11 - As a list is created you can Add Numbers in Bulk using CSV. You can click on Add numbers in Bulk link on this page. 



Step 12 - Reaching on the Add Numbers page you can download the Sample CSV File - Click Here.



Step 13 - CSV is a type of XLS file and you can open it in MS Excel, Google Sheets, or in OpenOffice. Add numbers you wish to call in the CSV file and ensure that it does not have any special characters. Only allowed special characters are + (plus sign) and - (hyphen). Save the file on your computer. 



Step 14 - On the page choose the file from your computer to upload and press OK. 



Step 15 - As you upload the CSV file the numbers are distributed equally to your agents on the Web Panel and they are ready to make calls. If you want to add more lists in the system you can do so by repeating process from Step 8 Onwards. 



Step 16 - Now you need to add Call Dispositions that you can select at the end of a call. To do that click on Top Navigation Bar > Feedbacks 



Step 17 - You can add dispositions as per your requirement and classify them as Lead, Connected, Not Connected & Not Interested. You can create as many dispositions as you want defining the type. 



Using Standard Import in Calley TEAMS subscription you will be upload unto 10000 Records in a single list. If the list you have contains duplicates or if it has more records than 10000 the Calley Standard Importer module will import the first 10000 Records only from the list.

Calley Process on Mobile 

As the loading to numbers is finished on the laptop you can intimate your agents to start calling from their mobile phones. As they make calls the data for their dispositions is saved to the panel automatically.

 Step 1 - If your agents do not have the mobile app installed they can Download the Mobile App by Clicking Here.


 
Step 2 - They need to log in to the Mobile App with the same username and password that you used at the time of creating their account on the web panel. They should have received an email for the same.  



Step 3 - Once logged in you are bought to the Dashboard.



Step 4 - On the dashboard click on Red Button - Start Calling.



Step 5 - It will give you selection of Calling Lists to choose. Click on the Arrow to load numbers. 



Step 6 - As the numbers are loaded the Dashboard shows how many calls are Pending, Done or Scheduled for a future date. You can click on Start Calling button now. 



Step 7 - Calley App will show you the Mode selection, since you are in Calley PRO plan you can using Standard Mode, Uninterrupted Mode, Whatsapp Only Mode or App Mode. For the sake of this guide we are continuing with Standard Mode. 


 
Step 8 - It will dial the number for you. You can skip call or load another list if you want on this step. 



Step 9 - As the call is finished the Calley App prompts you Post Call Feedback Screen to update Call Dispositions. 



Step 10 - On this screen you can update Disposition to make new call.



Step 11 - OR Leave the Call Notes empty to go to next call.



Step 12 - OR Add this number to DND.



Step 13 - OR Redial the number again.



Step 14 - OR Schedule a call back in future.  



Step 15 - OR send a SMS to the number. 



Step 16 - OR send an Email to the number.



Step 17 - OR send an Whatsapp Message to the number.



Step 18 - As you save your action the app takes you to next call. 



Step 19 - You can follow these steps for all the numbers in your list and Calley App keeps on updating them in the Web Panel as well as on the Mobile App. 



Step 20 - If you wish to switch the calling list you can go to the dashboard. Click Pause Calling and then Click Start Calling Again.  



Sections in Mobile App

The Mobile App has 4 sections. 

1. Dashboard - Shows a summary of list that is loaded. 



2. Call Directory - Shows list of calls that are pending to be done. 



3. Call History - Shows list of calls that you have already done.



4. Schedule Calls - Shows list of calls that you have scheduled for future. 



5. Incoming Calls - Shows list of incoming calls logged by you in Calley App. 



We hope that you are clear with setting up your Calley TEAMS 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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