Parrot Admin Knowledgebase

1. Getting Started

• Definition of Terms
• Firewall Authentication
• How to Login to the Manager Portal
• Introduction to Campaign Settings
• Introduction to Parrot
• Parrot Dialer Requirements
• Quick Start: Setting Up a Basic Campaign
• What is a Soft Phone?

2. Campaigns

• General

  • How to Auto Launch a Script, Webform, or Form in a Campaign
  • How to Change the Campaign Caller ID
  • How to Copy a Campaign
  • How to Create a New Campaign
  • How to Setup Agent Pause Codes
  • How to Setup Hotkeys
  • How to Setup Park Music on Hold

• Dial Settings

  • How to Change the Auto Dial Level in Ratio Mode
  • How to Change the Dial Method
  • How to Change the Hopper Level
  • How to Change the List Order
  • How to Reset the Hopper
  • How to Setup Alternate Number Dialing
  • How to Setup Alternate Number Dialing in Manual Mode
  • How to Setup Dialing According to Lead's Time Zone
  • How to Setup Preview Dial
  • Types of Dial Methods
  • What is the Hopper?
  Show all articles ( 3 ) Collapse Articles

• Agent Settings

  • How to Enable Agent Lead Search
  • How to Enable or Disable Callbacks

• Statuses

  • How to Add a Campaign Specific Status
  • How to Add a System Status
  • How to Modify a System Status
  • How to Select a Dial Status to Call within a Campaign
  • Status Definitions

• Answering Machine Detection

  • How to Enable or Disable Answering Machine Detection
  • What is Answering Machine Detection?

• Transfers

  • How to Setup a Transfer Presets Menu
  • How to Setup D1-D5 Quick Transfer Presets
  • How to Setup the Agent Link for Agent to Agent Transfers

3. Leads

• How to Add a List
• How to Add Custom Fields
• How to Clear a List
• How to Delete a List
• How to Load Leads
• How to Modify a Lead in the Admin Portal
• How to Reset a List
• How to Search for a Lead in the Manager Portal
• How to Setup Lead Recycling
• How to View Leads in Hopper

Show all articles ( 2 ) Collapse Articles

Users

• How to Add a Shift
• How to Copy and Add a User
• How to Create User Groups
• How to Modify a User Group

Inbound

• Getting Started with Inbound
• How to Assign an In-Group to a Campaign
• How to Assign Users to an In-Group
• How to Auto Launch a Script or Webform for Inbound Calls
• How to Configure Inbound After Hours Settings
• How to Configure Inbound Calls in Queue
• How to Configure No Agent Available Settings
• How to Configure Users to Receive Inbound Calls
• How to Create an In-Group
• How to Route a DID Number to an In-Group
• How to Setup a Welcome Message
• How to Setup Inbound Queue Hold Music

Show all articles ( 4 ) Collapse Articles

Scripts

• How to Assign a Script to a Campaign
• How to Assign a Script to a List to Override a Campaign Script
• How to Assign a Script to an In-Group
• How to Create a Script
• How to Delete a Script

Audio

• How to Convert Audio Files
• How to Create a Music on Hold Playlist
• How to Setup a Voicemail Box
• How to Setup Automatic Voicemail Drop with AMD On
• How to Setup Manual Voicemail Drop
• How to Upload Audio Files

Call Times

• How to Create a Call Time
• How to Create a Holiday Call Time
• How to Create a State Call Time
• How to Modify a Call Time
• How to Modify a State Call Time

Reports

• Export Calls Report
• How to Access Recordings
• How to Monitor, Barge, or Whisper Coach
• How to Save Recordings to Dropbox via FTP

Troubleshooting

• Long Wait Time or "Slow Dials"

For Agents

• Get Started with the Parrot Agent Interface
• Headset Troubleshooting
• How to Record an Agent Voicemail Box Greeting or Voicemail Drop