Predictive Dialer Company Setup
An administrator account is needed in order to make this change. If you are not an administrator in OneLink please reach out to your manager or OneLink administrator. Always check with your OneLink Administrator before making changes to the OneLink account.
*Please Note: A Ripple phone system account is required in order to use predictive dialer, if your company is not using Ripple please contact your account manager for more information.
API and Lead Import key
In order to use predictive dialer the company needs to have an API key and a Lead Import Key set up
- Click on the “Utilities” tab and click on “Company Setup” from the dropdown
- Click "Integration"
- Click "Generate Key" for both API key and Lead Import Key
- Click "Update" on the bottom right
Predictive Dialer Mapping
In order to use predictive dialer the company needs to set up its dispositions for predictive dialer
Dispositions are the options a user has for documentation when using the lead system, predictive dialer will set these dispositions automatically
- Click on “Utilities” and click on “Company Setup” from the dropdown
- Click "Data Setup"
- Click "Predictive Dialer Map" on the right hand side
- This setting is where you can set what dispositions predictive dialer will use when a call results in a certain instance. For example, if a call results in an answering machine, choose what option the user would click on to document that and predictive dialer will choose that result. In the example below, if a call results in an answering machine the system will use "answering machine" to document that.
- Click "Update"
Predictive Dialer is now set up, please see the article below to add Predictive Dialer to a call campaign
How do I add Predictive Dialer to a Call Campaign?