Goautodial 2.1 Getting Started Guide
I found the below guide helpfull to start with GOautodial
Requirements
Download the GoAutoDial CE 2.1 final release from http://goautodial.com/download/ – Burn to CD using program like Nero on Windows or K3B on Linux and configure your server to boot from CD.
Installation
Boot machine from the GoAutoDial CD and hit Enter to get started.
The automated installer takes care of everything so you just need to wait for around 15 minutes depending on your hardware for the whole installation process to finish
Starting package installation
Halfway through the package installation
Package Installation almost finished
Running post-install scripts
Installation Complete! Press Enter and remove the installation CD.
System Configurations
Goautodial does not have a desktop manager installed so you need to access it via network from your workstation, the server’s default IP Address is192.168.1.2
Open http://192.168.1.2/ using Firefox (We highly recommend using Firefox web browser)
Click ADMIN LOGIN
username: admin
password: goautodial
Configure Default Gateway
Default Gateway is not configured by default so you have to manually configure it, you can also change the IP Address from the same menu.
Click on Systems/Network > Configuration > eth0 config
Set the default gateway and click Go
Update Database IP
If you changed the IP address of the server you also need to update the IP addresses entries in the database:
Click on Systems/Network > Configuration > Update Database IP
Carrier Configuration
Before you can start dialing, you need to configure your carrier/trunk, if you do not have your own carrier yet you can sign up for an account athttp://goautodial.com/voip-store/
Click in VICIDIAL Admin > Admin > Carriers > Add A New Carrier
Below is a sample carrier configuration:
Registration String:
register => username:password@sip.goautodial.com:5060/username
Account Entry:
[goautodial] disallow=all allow=g729 allow=gsm allow=ulaw type=friend secret=password username=username host=sip.goautodial.com dtmfmode=rfc2833 context=trunkinbound qualify=yes insecure=very nat=yes
Dialplan Entry:
US:
exten => _91XXXXXXXXXX,1,AGI(agi://127.0.0.1:4577/call_log)
exten => _91XXXXXXXXXX,2,Dial(SIP/${EXTEN:1}@goautodial,,tTo)
exten => _91XXXXXXXXXX,3,Hangup
UK:
exten => _944.,1,AGI(agi://127.0.0.1:4577/call_log)
exten => _944.,2,Dial(SIP/${EXTEN:1}@goautodial,,tTo)
exten => _944,3,Hangup
Australia:
exten => _961.,1,AGI(agi://127.0.0.1:4577/call_log)
exten => _961.,2,Dial(SIP/${EXTEN:1}@goautodial,,tTo)
exten => _961,3,Hangup
Activate Newly created Trunk by setting Active = Y and click Submit
How To Load Leads
1. If this is the first time you will load leads, you need to create a List first, go to Lists > Add a New List and make sure you select the campaign you will use, for this guide you can use the default campaign TESTCAMP
See below for a sample .csv format list/leads file:
"PHONE NUMBER","FIRST NAME","LAST NAME ","ADDRESS1","CITY","STATE","POSTAL CODE" 2127773456,"first1","last1","Address 1","city","NY",12345 2127773456,"first2","last2","Address 2","city","NY",12345 2127773456,"first3","last3","Address 3","city","NY",12345 2127773456,"first4","last4","Address 4","city","NY",12345 2127773456,"first5","last5","Address 5","city","NY",12345
2. Go to Lists > Load New Leads > Browse the list file in .csv format > type the Listid you created in the List ID Override > type 1 in the Phone Code Override if you are calling US numbers > Select Custom Layout > Submit
3. Select the appropriate fields via the drop down menu then click OK TO PROCESS
If the loading of leads is successful you will see something similar to this:
Go to Campaigns > TESTCAMP
You can see that the leads are successfully loaded and there are currently 5 leads in the dial hopper.
If the dial hopper is not being populated try to set the Local Call Time to 24hours:
Campaigns > TESTCAMP > Detail view> Set the Local Call Time to 24 Hours > Submit
Softphone Configurations
Below is a link for 2 of the most popular freely downloadable softphones, for this guide we can use the following SIP account:
Username: 8001
Password: goautodial
Realm/Domain: 192.168.1.2
Agent Login
1. Open http://192.168.1.2/ and click the AGENT LOGIN link:
2. Login using one of the default user accounts.
Phone Login: 8001
Phone Password: goautodial
User Login: agent001
User Password: goautodial
Campaign: TESTCAMP
After clicking on SUBMIT your phone/extension will ring, ANSWER the call and you will hear “You are currently the only person in this conference” DO NOT HANG UP.
3. If the campaign is configured as Manual/Preview dialing you will see the agent screen below, Click DIAL NEXT NUMBER > DIAL LEAD , If the campaign is configured for Predictive Dialing Mode just click the RESUME button to start receiving calls.
If the call is successful you will see the LIVE CALL indicator turn to GREEN, If you are in Predictive Dialing Mode you will hear a short beep sound every time a call comes in.
4. After each call click HANGUP reverse phone lookup and select a CALL DISPOSITION.