Organization
The Organization section allows users to manage organizational information, add members or add management partners.
info: information management of the organization/business
member: allows adding VA admin members
sub_organization: add management partner information
Info - Updates Organization information
Member - add VA Admin members
Select the members tab.
At the displayed interface, enter the member's email address and select the corresponding role
VA - Moderator: right to manage, edit, and train VA
VA Template Autocall only: only has the right to manage and execute Autocall campaigns - automatic calls.
After adding members, a confirmation email will be automatically sent. Members click on the confirmation link to go to the form to complete registration and access the system as follows.
After that, the member logs in and performs editing operations.
Sub Organization - add managing partner
Adding a management partner allows businesses/organizations to add permissions for other partners/departments to access the VA system and perform operations to view/monitor reports.
Hotline Configuration
The hotline configuration feature allows users to connect the customer’s existing hotline number to the system or set up the system’s direct hotline number. This configuration information will be used for outbound call campaigns. To access the hotline configuration: from the homepage → click on the user profile icon → select organization → choose hotline configuration.
The hotline configuration page includes:
(1) Service package information.
(2) Hotline connection settings.
(1) Service Package Information includes the following details:
Company/Organization: company or organization name
Account Type: type of service package that the account is registered for.
Balance: remaining amount of money in the account.
Expiration Date: date when the service package expires.
Number of VA: number of bots (virtual assistants) that the user is allowed to add to the system.
Accounts: number of users permitted to be added to the system.
Blocks: number of blocks purchased by the user.
Free Blocks: number of free blocks awarded to the user upon purchasing the service package.
(2) Config hotline provider connection allows users to choose between using the system's hotline number or adding the customer's phone number to run campaigns. Please note that only organizations authorized to use the system's hotline number will have access to the "Configure hotline number types" field. Organizations that are not authorized will only be allowed to connect the customer's hotline.
If the user chooses to use the system's hotline number, no additional information is required. By default, the system will use the available hotline numbers in the list (this only applies to authorized organizations).
If the user choose to use the customer's hotline number, the system will require the user to provide additional hotline profile information for the connection.
To add a hotline profile, the user selects “Add.” The system will display the necessary information on the detailed information form. Some required fields for connecting the hotline include:
Profile Name: allows the user fill the name for connection profile (e.g., Calio Hotline).
SIP Server Address: the server address information for the hotline, which will be provided by the hotline provider (e.g., 194.0.1.182001:678:4::12).
Port ID: the port number provided by the hotline (e.g., 5060).
Outbound Proxy: some hotlines require outbound proxy information for connection, while others do not. This information will be provided by the hotline service provider (e.g., hello.techteam.com).
Apply to BOTs: allows the user to apply this hotline profile to one or more existing BOTs in the system. Note that a BOT can only connect to one hotline profile. Once connected successfully, campaigns running on the BOT will use the connected hotline number for execution.
Add SIP Extension Account: a hotline profile can connect to one or more different SIP extension. To add a SIP extension, the user selects “Add SIP extension account.” The system will display a popup where the user enters the SIP extension name (this is user-defined). Next, the user provides the login name, password, and hotline number for the SIP extension (this information will be provided by the hotline provider).
After completing the above steps, the user selects "Save" to save and verify the information in the newly created hotline profile.
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