Convoso Login Training Manual

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Learning & Development

Aragon Medicare

Convoso Login Training Manual

Learning & Development

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Learning & Development

Learning & Development

Available Dropown

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Learning & Development

Learning & Development

Learning & Development

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Menu

On the Availability dropdown select the status depending on the activity you should be on.

Lunch:

select during lunch time as advised, make sure to come back within 1 hour, otherwise the system will automatically log you out.

Available:

select when ready to start taking calls, the system will automatically start dialing out leads for you. Be aware that if you’re taking calls and need to go on a break/lunch or log out, the system will not allow you to go straight into an unavailable status, you need to switch to coaching to put a pause to dialing first, and then switch to the unavailability status (break/lunch/log out).

After you signed in the browser will display a notification at the top left corner, make sure you select to Allow microphone use.

Do not use this aux code for training.

Do not use this aux code for training.

Link

Copy paste the following link on a new Edge browser window: https://agent.convoso.com/login

When trying to go from available status (while taking calls) to go for breaks, lunch or log out at the end of the day, remember to always switch to coaching first.

Restroom:

we do not use this aux code during training, if you need to be absent while in training and have already used your break and lunch time, please advise your trainer and log out. In case of emergency, you’ll be able to use up to 10mins during training and any time over that period will not be payable.

Do not use this aux code for training.

Do not use this aux code for training.

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

Not Ready NB:

Do not use this aux code for training.

Once you’ve selected the correct availability status, click on Login.

Once in coaching, the dialer is paused and you can proceed to then switch to break, lunch or logout.

Select the campaign from the dropdown menu, for training we should always select the Aragon Standard option.

Coaching:

select for training, meetings, one-on-one coachings and to set up a callback when previously authorized by your trainer or supervisor (max 2 minutes for CB).

Link

"Welcome"..

• After you login, you need to hear an automatic recording saying "Welcome", This means that you are properly set up to take calls.
• If you are not able to hear the automatic recording saying "Welcome", you need to start since the very beginning and properly check your headset and/or trouble shooting your computer.
• Make sure that you hear the automatic recording before taking calls.

• "Basic Troublesyhooting"

Break:

select during any of your two 15 minute breaks per day, please keep in mind the system will automatically log you out if you exceed that timeframe.