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Convoso training

Angie salto

Created on April 4, 2023

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Transcript

Convoso

Training Guide

Start

Learning & Development

Convoso

What is Convoso?

Convoso is our phone platform! This predictive dialer will automatically call each of our potential clients so you can transform that chance to a successfull transfer.

Info

Convoso

Convoso does not require any installment and starting using it is super simple. Just follow these steps:

Select your campaign

Login

Go to Convoso

Enter your company email and Convoso password and click on SIGN IN.

Click here

From the dropdown menu

Convoso

Now let's set your Convoso status!

But before moving on...

Let's take a quick tour.

Convoso /// Statuses

Now let's give a look to the list of available statuses:

Restroom
Not ready NB
Lunch
Coaching
Break
Available

Click on each colored icon to see the information. (Please take notes, you'll need them for the quiz!)

Convoso

Now you're all set!

Let's just tweak the last few details before you take the quiz

Need to change your status?

Start taking calls

Here's how

Just one click away!

Convoso /// Quiz

The status you should select during any of your two 15 minute breaks per day.

Break

Lunch

Convoso /// Quiz

Select the box with the correct description of Convoso

Convoso is a phone platform

that automatically dials potential client's number.

Convoso is a phone platform

we have to download and install in our computers.

Convoso is a phone platform

that allows us to dial any phone number, including family and friends.

Convoso /// Quiz

Select the correct process to change your status from "Available" to break, lunch or logout.

Switch to "break" first

The dialer will restart, and then we can select the new status.

Switch to "coaching" first.

The dialer will be paused, and then we can select the new status.

Switch to "unavailable" first

A pop up window will appear with the text "Ready for new status".

Switch to the desired status

And then select "available" when you're ready

Great job!

This is the end of the course. Before you go, we'd like to share something with you in case you need to recap.

Quick guide

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