Steps

Prerequisite - Installation of Dell mobile connect and TeamOB Call Recording Software as explained in installation section.

Login to Call Recording Tool (For Users)

1. Double click on TeamOB icon present on your desktop

2. Enter your login credentials and press submit

3. TeamOB call icon will appear in system tray. Keep it running whole working day.

4. When your shift ends. Right click on tool and select Logout

How to take call and access CRM (For Users)

1. Open the dialer (Microsoft Dialer or Dell Mobile Connect)

2. Double click on TeamOB icon. Its color will change to green and recording will start

3. It will open a popup

4. Dial the number and start your conversation.

5. End the call from dialer.

6. Fill up the caller details and press submit. Call recording will end.

Repeat the above step for each call

About Call Taking POPUP (For Users)

1. This is divided into two sections. Left is to take caller information and right section is for help

2. In right of popup you will get 4 tabs

   • Info - Customer information uploaded in back end

   • History - Call history. eg you called number XXXXXXXX. It will load all previous history of this number

   • FAQ - This is frequently asked questions for agent.

   • Promotional Messages - Promotional messages uploaded by admin. Which agent need to explain to customers on each call.

About Call Recording and Upload

1. The recorded audio can be uploaded either on TeamOB Server or your own server based on package you have selected.

2. In case of your server. Perform below configurations

   1. Right click on TeamOB tool running in agents computer

   2. Click on Setting

   3. You will see various tab to save the audio

      • AWS - Create your AWS S3 credentials and save it. Refer "Create Amazon S3 Credentials" page for reference

      • Google Drive - You can upload audio on your google drive. Refer "Create Google Drive Credentials" page for reference.

      • Network Drive - You can create one shared folder in your network and save all audio there

      • SFTP - Create folder on your SFTP server and enter credentials here.