Agent Call Options - Question

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Agent Call Options - Question

Postby qeshmja » Fri Jul 24, 2020 2:26 pm

Hello guys, im new here, I'm using vicidial(vicibox latest version, and using RATIO) for about 1 month and everything works flawless, i have 1 question.

Is it possible for an agent, if he makes a call but the person says "Please call me on a different number" ?
and I dont want to close/lose the window with all his data.

Can i call him on a different number ? without "Haning Up" ?

thank you I hope i didnt make it toooooo complicated with my silly explaination.
ViciBox 9.0.3 =
OpenSuSE Leap v.15.1 64-bit | Kernel v.4.12.14 | Asterisk v.13.29.2-vici | DAHDI v.3.1.0 | LibPRI v.1.6.0 | Amfletec VoiceSync v.1.3.8 | OpenR2 v.1.3.3 for MFC/R2 support
| ViciDial SVN revision 3225 – Version 2.14-750a Build 200409-1719
qeshmja
 
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Joined: Mon Jun 08, 2020 5:12 pm

Re: Agent Call Options - Question

Postby williamconley » Fri Jul 24, 2020 6:54 pm

1) Welcome to the Party! 8-)

2) As you are obviously new here, I have some suggestions to help us all help you:

When you post, please post your entire configuration including (but not limited to) your installation method (7.X.X?) and vicidial version with build (VERSION: 2.X-XXXx ... BUILD: #####-####).

This IS a requirement for posting along with reading the stickies (at the top of each forum) and the manager's manual (available on EFLO.net, both free and paid versions)

You should also post: Asterisk version, telephony hardware (model number is helpful here), cluster information if you have one, and whether any other software is installed in the box. If your installation method is "manual/from scratch" you must post your operating system with version (and the .iso version from which you installed your original operating system) plus a link to the installation instructions you used. If your installation is "Hosted" list the site name of the host.

If this is a "Cloud" or "Virtual" server, please note the technology involved along with the version of that techology (ie: VMware Server Version 2.0.2). If it is not, merely stating the Motherboard model # and CPU would be helpful.

Similar to This:

Vicibox X.X from .iso | Vicidial X.X.X-XXX Build XXXXXX-XXXX | Asterisk X.X.X | Single Server | No Digium/Sangoma Hardware | No Extra Software After Installation | Intel DG35EC | Core2Quad Q6600

3) Features is more of a "Requests for new" board, rather than "is there a way to do this" board. The "How do I ..." board is "Support". Moving your post accordingly.

4) You have two questions, really: First you want to call another number without hanging up this number, essentially a 3-way call to avoid losing the client. This feature is 3-way calling. Use the manual to enable/practice/test. Second you want to allow the agent to modify the existing number OR add a new number to the lead. In campaign modify (detail view) there are options for alternate numbers. The alt_number and address3 fields can each (or both) be used for extra phone numbers for a lead. The agent would add that new number to one of those fields, and then initiate a 3-way call with that number. Then the client would terminate the original call OR the agent could terminate it in the "Show conference call channel information" link. Carefully, of course, to avoid terminating the wrong line.
Vicidial Installation and Repair, plus Hosting and Colocation
Newest Product: Vicidial Agent Only Beep - Beta
http://www.PoundTeam.com # 352-269-0000 # +44(203) 769-2294
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Re: Agent Call Options - Question

Postby carpenox » Fri Jul 24, 2020 11:48 pm

Or just transfer conf > dial with customer....easy solution
Alma Linux 9.3 | Version: 2.14-911a | SVN Version: 3815 | DB Schema Version: 1710 | Asterisk 18.18.1
www.dialer.one -:- 1-833-DIALER-1 -:- https://linktr.ee/CyburDial -:- WhatsApp: +19549477572 -:- Skype: live:carpenox_3
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Re: Agent Call Options - Question

Postby qeshmja » Sat Jul 25, 2020 12:13 pm

sorry i made my question wrong , If the person im talking to hangs up, but i want still stay on that Lead Page with same data, but call another person or (same person but different number).
Last edited by qeshmja on Sat Jul 25, 2020 12:30 pm, edited 1 time in total.
ViciBox 9.0.3 =
OpenSuSE Leap v.15.1 64-bit | Kernel v.4.12.14 | Asterisk v.13.29.2-vici | DAHDI v.3.1.0 | LibPRI v.1.6.0 | Amfletec VoiceSync v.1.3.8 | OpenR2 v.1.3.3 for MFC/R2 support
| ViciDial SVN revision 3225 – Version 2.14-750a Build 200409-1719
qeshmja
 
Posts: 12
Joined: Mon Jun 08, 2020 5:12 pm

Re: Agent Call Options - Question

Postby carpenox » Sat Jul 25, 2020 12:25 pm

like i said, transfer conf > dial WITH customer....then you can hang up one line
Alma Linux 9.3 | Version: 2.14-911a | SVN Version: 3815 | DB Schema Version: 1710 | Asterisk 18.18.1
www.dialer.one -:- 1-833-DIALER-1 -:- https://linktr.ee/CyburDial -:- WhatsApp: +19549477572 -:- Skype: live:carpenox_3
carpenox
 
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Re: Agent Call Options - Question

Postby qeshmja » Sat Jul 25, 2020 12:33 pm

Listen, I'm talking right now with a person, but She says i need to call her sun to verify anything, but still I want to stay on the same window and not move one till i've finished everything correctly.
Last edited by qeshmja on Sat Jul 25, 2020 12:54 pm, edited 1 time in total.
ViciBox 9.0.3 =
OpenSuSE Leap v.15.1 64-bit | Kernel v.4.12.14 | Asterisk v.13.29.2-vici | DAHDI v.3.1.0 | LibPRI v.1.6.0 | Amfletec VoiceSync v.1.3.8 | OpenR2 v.1.3.3 for MFC/R2 support
| ViciDial SVN revision 3225 – Version 2.14-750a Build 200409-1719
qeshmja
 
Posts: 12
Joined: Mon Jun 08, 2020 5:12 pm

Re: Agent Call Options - Question

Postby carpenox » Sat Jul 25, 2020 12:40 pm

np - glad to help
Alma Linux 9.3 | Version: 2.14-911a | SVN Version: 3815 | DB Schema Version: 1710 | Asterisk 18.18.1
www.dialer.one -:- 1-833-DIALER-1 -:- https://linktr.ee/CyburDial -:- WhatsApp: +19549477572 -:- Skype: live:carpenox_3
carpenox
 
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Re: Agent Call Options - Question

Postby williamconley » Wed Jul 29, 2020 1:37 pm

carpenox wrote:like i said, transfer conf > dial WITH customer....then you can hang up one line


As long as you can also add that new number to the client record so future contact can be linked to this record from the new phone number. Put the number in alt_phone before that call. Configure the campaign to allow phone numbers in alt_phone (and/or address3) so you don't lose that number.
Vicidial Installation and Repair, plus Hosting and Colocation
Newest Product: Vicidial Agent Only Beep - Beta
http://www.PoundTeam.com # 352-269-0000 # +44(203) 769-2294
williamconley
 
Posts: 20018
Joined: Wed Oct 31, 2007 4:17 pm
Location: Davenport, FL (By Disney!)


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