Call Center

The Call Center Feature in Ivinex is designed to integrate with Dialers. This includes passing leads, call data, call events, dispositions from the Dialer. This guide is to provide basic information and describe the setup process for the Call Center Feature and Settings.

The documentation assumes a basic knowledge of the Ivinex Platform. The Call Center Feature will be activated by Ivinex. It requires credentials of the user to access the API. Ivinex API user should be given all the permissions necessary to function properly.

Administrator Options > System Preferences > Feature Manager > Call Center Feature.   Click on the Settings link to the right for Feature Settings in Feature Manager (must be activated in Active Features).

After you click on the Settings link you will see the following window below:

Click on the Create Modules button. If you do not see a loading icon appear hit Ctrl + F5 to do a hard refresh. Navigate back to this window and try clicking the button again. Do not change the names or select different options for the Modules Setup or the Groups and Views. We will go into more detail about what each of these modules and views are and do in the Administration (Front-end) course.