ReadyMode Tutorial: A Complete Step By Step Guide

Introduction

This tutorial provides a comprehensive guide to getting started with ReadyMode, an effective tool designed to enhance contact center operations. Whether you're an administrator or a user, this guide will take you through the essential steps to set up and optimize your ReadyMode experience.

Step 1: Logging In and Understanding User Roles

• Visit the ReadyMode login page.
• Enter your credentials to sign in. You can log in with full administrative capabilities or limited access if you do not have a paid license.
• Familiarize yourself with the user roles available to ensure you have the appropriate permissions for your tasks.

Step 2: Navigating the ReadyMode Dashboard

• Once logged in, you will land on the dashboard.
• Explore the main sections, including:
  • My Account for personal settings.
  • File access for managing documents.
  • Configuration settings for system preferences.

Step 3: Configuring VoIP Settings

• Navigate to the settings section.
• Set up VoIP by entering your provider details.
• Ensure that the settings match your organizational requirements for seamless communication.

Step 4: Configuring Agent Options and Call Results

• In the settings, find the agent options section.
• Configure call result categories that your agents will use during calls.
• Set availability modes to manage when agents can receive calls.

Step 5: Setting Up Users and Managing Licenses

• Access the user management section.
• Add and configure users by entering their details.
• Monitor and manage licenses to ensure all team members have the necessary access.

Step 6: Uploading Leads and Campaign Management

• Go to the leads section to upload lead lists.
• Map the fields accurately to ensure data integrity.
• Organize your campaigns to streamline dialing operations.

Step 7: Creating and Managing Playlists

• Head to the playlists section.
• Create new playlists to group calls or leads based on specific criteria.
• Manage existing playlists to ensure they are up-to-date.

Step 8: Dialer Configuration and Speed Settings

• Access the dialer configuration menu.
• Adjust dialer speeds to optimize call flow.
• Test settings to find the best configuration for your team's needs.

Step 9: Setting Up an Inbound Queue

• Navigate to the inbound queue settings.
• Configure the queue to manage incoming calls effectively.
• Assign agents to the queue to ensure coverage.

Step 10: Ordering and Managing Phone Numbers

• Check the phone number management section.
• Order new phone numbers as needed for your campaigns.
• Organize and manage existing numbers to avoid confusion.

Step 11: Creating Scripts and Using Variables

• Go to the script management section.
• Create scripts that agents will use during calls.
• Utilize variables in scripts to personalize interactions.

Step 12: Editing Call Results and Availability Modes

• Access the call results section.
• Make adjustments to call results categories as necessary.
• Review and edit availability modes to reflect team schedules.

Step 13: Using the Dial Pad and Manual Call Features

• Familiarize yourself with the dial pad interface.
• Learn how to make manual calls using the dialer.
• Practice using features to increase efficiency.

Step 14: ReadyMode Academy Training

• Access the ReadyMode Academy for training resources.
• Explore materials available for both agents and administrators.
• Utilize training to improve knowledge and skills.

Step 15: Additional Support and Help Center

• For ongoing assistance, visit the Help Center.
• Look for FAQs, troubleshooting guides, and support resources.
• Engage with the community for shared experiences and tips.

Conclusion

In this tutorial, you have learned how to effectively set up and use ReadyMode. By following these steps, you can enhance your contact center's efficiency and improve team performance. Consider diving deeper into the ReadyMode Academy for advanced training, and don't hesitate to reach out for support when needed.