Get access to all the documents, videos and links to help you and your team get started with Readymode.
Getting Started Resources
Administrator Resources
- Getting Started Checklist
- Resource Guides & Supporting Documents
- Readymode Academy - QuickStart Administrator Learning Path
- Recorded Webinars
- Tutorial Videos for Administrators
Agents Resources
- Resource Guides & Supporting Documents
- Readymode Academy - Agent Learning Path
- Tutorial Videos for Agents
Administrator Resources
Getting Started Checklist
Get quick video overviews of all the basics and check off all the tasks needed for setting up Readymode as an Administrator.
Resource Guides & Supporting Documents
Readymode Academy - QuickStart Administrator Learning Path
Get oriented and set up your Readymode system to get your team dialing quickly. Readymode Academy is an online learning platform that enables our clients to access self-serve, guided training on how to use Readymode. You can use the Academy as a resource to help provide fast, effective and up-to-date training for you or your team, whether they are new to Readymode or just need a refresher. In this Learning Path, you’ll get an overview of the navigation, set up basic configuration of your Readymode system, and understand what additional support is available.
Recorded Webinars
Getting Started with Readymode Video (1 hour)
This is a recording of one of the recent Getting Started webinars.
Reports in Readymode Video (50 minutes)
This is a recording of a webinar that provides an overview of all Readymode reports, with a focus on the three most used reports: the Dialer Report, the Agent Report, and Call Logs.
Advanced Data Management Video (1 hour)
This is a recording of a webinar that provides an overview of the following: measuring and tracking your KPIs, ensuring Agents are performing to your expectations, optimizing your dialing speed, and validating the quality of your lead lists.
Tutorial Videos for Administrators
5 Steps to Getting Started
STEP 1 - Create User Accounts
Creating User Accounts Video (3 min) or Article
Create users in bulk or one-by-one in our User Management Tool.
STEP 2 - Upload Leads
Upload Leads Video (3 min) or Article
Upload lead files - best practice is in a CSV Format! When you upload your leads, you will choose an existing campaign, or create a new one pertaining to the lead list.
STEP 3 - Assign Leads to Agents with Playlists
Assign Leads to Agents Video (4 min) or Article
Now that you have uploaded your leads, you can assign them to your agents.
STEP 4 - Configure Call Outcomes and Scripts
Configure Call Outcomes and Scripts Video (7 min) or Article
Adjust the profile features to ensure you have the right information when the profile pops up. Add scripts, dispositions, fields, and more!
STEP 5 - Set up Phone Settings, Caller ID and Voicemail
Set up Phone Settings, Caller ID and Voicemail Video (3 min) or Article
Order phone numbers, create an inbound flow, add voicemails, IVRs, and more!
Reports and Payment Portal
The Dialer Report is used to view statistics of call connection information (such as the amount of connects, no answers, answering machines, abandoned calls, etc.) for a given queue, playlist, file, or campaign.
Information for a call log will appear as an entry in the following format: the username of the agent who logged the call, the date and time of the call log, the disposition, the call recording with the duration (if the call was recorded), and some of the profile information for the lead.
The agent report is used for tracking agent performance and most clients also use it for their payroll (every availability mode is either payable or unpayable and this can be customized by going to "Dashboard > Settings > Agent Options > Alter Availability Modes").
Navigating the Payment Portal Video (2 min)
The Payment Portal can be used to update the credit card on file, view a breakdown of your license, DID, and inbound talk time costs, check previous invoices, and add or remove agent licenses.
Agents Resources
Resource Guides & Supporting Documents
Readymode Academy - Agent Learning Path
Readymode Academy is an online learning platform that enables our clients to access self-serve, guided training on how to use Readymode. You can use the Academy as a resource to help provide fast, effective and up-to-date training for you or your team, whether they are new to Readymode or just need a refresher.
Tutorial Videos for Agents
Agent Navigation Video (2 min) or Article
Get oriented to the Dashboard, Search, and Workspace in Readymode.
Using Availability Modes Video (1 Min) or Article
The Availability Modes feature allows you to control how you receive calls. Choosing various modes will allow you to take both outbound calls from the AI Dialer and inbound calls, or take inbound calls only, or pause dialing.
Making Calls Video (2 Min) or Article
Ready to start making dialer calls with Readymode? You'll find a handy guide here.