VICIfast Support Team
VICIfast Support
The VICIfast support team. We run managed VICIdial full-time and write these guides from the operator's chair.
Posts by VICIfast Support
The Transfer-Conf frame explained: every button on the agent transfer screen
A plain walkthrough of every button on the VICIdial Transfer-Conf frame, from Dial With Customer to Hangup Xfer, and what each one actually does.
Leave 3-Way Start Recording: keeping a recording running after the agent leaves
Enable Leave 3-Way Start Recording so VICIdial begins a recording when the agent leaves a 3-way and keeps capturing the closer's conversation after.
How to blind-transfer a call to a phone number in VICIdial
Step-by-step on using the Blind Transfer button to push a VICIdial customer to an external phone number and drop off the call cleanly.
3-Way Call Outbound CallerID: which number shows on a 3-way call
The 3-Way Call Outbound CallerID setting controls which number a 3-way call sends out: campaign, customer, agent phone, agent choice, or a custom CID.
Transfer-Conf Button Launch: opening a webform or tab when the Transfer button is clicked
Transfer-Conf Button Launch fires a webform or agent screen tab the moment your agent clicks Transfer Conf. Here is what it does and when to use it.
The Fronter/Closer Detail Report: tracing every transfer call by call
See exactly which fronter sent which call to which closer, with lead ID, original call time, and transfer time on a single in-group.
Allowed Transfer Groups: choosing which in-groups a campaign can transfer to
Allowed Transfer Groups controls which in-groups agents can transfer calls to. Here is how the checkboxes work and why Allow Closers must be on.
Drop Transfer Group: sending dropped calls to an in-group instead of hanging up
Use the IN_GROUP Drop Call Action to route dropped outbound calls into a live in-group instead of dead-ending them on a hangup.
How to transfer a call directly to another agent with AGENTDIRECT
Send a VICIdial call to one specific agent using an AGENTDIRECT in-group, including the in-group validation setting that keeps transfers landing correctly.
PrePopulate Transfer Preset: filling the Number to Dial field automatically
How the PrePopulate Transfer Preset option fills the Number to Dial field in the Transfer-Conference frame before the agent touches it.
What "Dial With Customer" does: 3-way calling with the customer on the line
Dial With Customer keeps the lead live while you ring a third party, so all three of you share one conference until you decide how to hand off.
Transfer In-Group Sort Order: ordering the Local Closer dropdown
Transfer In-Group Sort Order decides how in-groups appear in the Local Closer pull-down. Learn the GROUP_ID, GROUP_NAME, and PRIORITY options.