Introducción a OMniLeads¶
OMniLeads is a Web Application for Contact Centers based on the free software license GPLV3.
This application allows you to implement and manage both incoming and outgoing Contact Center operations and in Blended mode. The App provides metrics, reports and indicators, real-time supervision of agents, audit modules for backoffice and other advanced QA functionalities, contact and campaign management.
The fact of being 100% WebRTC makes it ideal for setting up operations with agents in home-office mode due to the efficiency and cryptographic security that WebRTC technology implies in its default operation when maintaining voice and / or video sessions through from Internet.
The different user profiles (agents, supervisors, administrators or clients) access OMniLeads from any modern browser. As it is not required the use of desktop applications (softphones), then it is not necessary to perform any Workstation configurations. Sojust by accessing the HTTPS web address where the application resides, both agents and supervisors can be online managing communications with customers. This facility implies a great advantage when providing cloud services CCaaS (Contact Center as a Service).
OMniLeads can be adapted to a company or organization that needs toset up your own Contact Center integrated into your PBX, as well as also scale to companies that provide Customer Services (BPO - Business Process Outsourcing), either over on-premise environments as well as well as cloud deployments.
How can I get it?¶
The repository is available in GitLab, for free download, installation, modification and use of the Software.
How can I install it?¶
The section OMniLeads deploy talk about this, exposing the steps needed to install the software.
¿Cómo me capacito?¶
This documentation covers all aspects of the product, from technical issues inherent to the IT administrator, even functional aspects oriented to the agents, supervisors or leaders of the Contact Center.
Características generales¶
Arquitectura¶
In this section, the architecture of the project is introduced, together with the description of all its components:
Instalación¶
In this chapter is covered all the types of installation of the App
Seguridad¶
In this section the essential configuration are shown once an instance of OMniLeads is installed
Configuración inicial¶
In this section the essential configuration are shown once an instance of OMniLeads is installed
Configuración de acceso a la PSTN¶
OMniLeads through web configuration, ease the posibility of maintain SIP trunks to access the PSTN. This trunks are invoked by the routing rules of outbound calls, where it can be specified which tye of calls are processed by each SIP trunk. Also, the trunks can be configured in failover mode
To go deeper it’s recommended to read the rest of the chapter.
Campañas¶
The processing of communications between the “world” and an OMniLeads’s agent is encapsulated in a campaign. In this chapter all about the management of Inbound and Outbound (manual, preview and dialer) campaigns is covered.
Métricas, reportes, grabaciones y supervisión¶
Inside this chapter, all about the metrics, statistics, reports, recordings and real time supervision, etc.
Auditoría de gestiones de agentes¶
Every time an agent generates an engange with a contact, there is the possibility of auditing it from the backoffice module.
Manual de agente¶
En ésta sección, se repasan todas las acciones que un agente de OMniLeads puede realizar dentro de una operación. Cuestiones que van desde la atención/generación de una llamada, calificaciones, agendamiento, marcación de grabaciones, transferencias de llamadas y mucho más, son tratadas en éste capítulo de la documentación:
Integración con PBXs¶
Making a few configurations you can stablish a complete integration between OMniLeads and any PBX. In this section you can see examples of the configuration necessary to integrate the PBX and OMniLeads Contact Center that live together in same host.
Gestiones del administrador IT¶
In this chapter is covered some tasks made from the IT administrator of OMniLeads. Refering to: configuration of the dialer plattform, upgrade of software management, backup & restore and network parameters change.
- IT administrator managment
- Environment variables
- Configuration of the Predictive Dialer module
- Change SSL certificates
- Reset admin web password
- Backup & Restore
- Upgrades
- Changes of network parameters (Hostname and/or IP Address) and changes of passwords of services
- Users unblock
- Recovery & Takeover nodo PostgreSQL HA
- OMniLeads unistall
Integración con CRM¶
OMniLeads allows integration with Web CRM systems, allowing to configure the software to send notifications and requests from OMniLeads to the CRM system and vice vers through the system API.
OMniLeads RESTful API¶
In this section you will find all the information about the Rest API of the system
- OMniLeads RESTful API
- Login Endpoint
- Endpoint to obtain Contact database structure
- Endpoit to create contact
- Call generator endpoint
- Disposition options list endpoint
- Dispositions list endpoint
- Create new disposition endpoint
- Create new contact and assign it a new disposition endpoint
- Disposition update endpoint
- Asterisk Agent Session API
- Agent SIP credentials endpoint