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Operator · Panel, leads and dialer

How to work from the operator panel

Navigate the daily operator panel: objectives, statistics, assigned leads, and calls from the WebRTC dialer.

6 min

  1. Step 1

    Review your panel and objectives

    Start your shift in the operator panel. Select the period and review closed sales, deliveries, returns, average ticket, WIKOP, and bonus progress.

    Review your panel and objectives
  2. Step 2

    Control your statistics

    Check your current status and filter by today, last hour, or full day. Verify total calls, answered, time, average, recordings, and coverage.

    Control your statistics
  3. Step 3

    Prioritize assigned leads

    The leads view organizes work by commercial and logistical status. Enter first into priority groups and update the status after each management.

    Prioritize assigned leads
  4. Step 4

    Make calls with the dialer

    Confirm that the phone appears registered and connected. Enter the number, press Call, and use the Calls tab to review recent activity.

    Make calls with the dialer

Keep your status available only during the shift and confirm the correct lead before starting a call.