Start in VICIdial
VICIdial agent pages and ViciPhone or phone.php browser frames.
Trellus for VICIdialAdd real-time Trellus coaching to VICIdial calls
Keep the campaign, lead order, phone controls, and dispositions in VICIdial. Trellus recognizes live browser calls and keeps the displayed lead name and phone number with the coaching session.
Where it works: VICIdial agent pages and ViciPhone or phone.php browser frames.
VICIdialLive call
Rep workspaceVICIdial agent pages and ViciPhone or phone.php browser frames
ConversationCall active
Trellus live coaching
Workflow illustrationThe lead first name, last name, and phone number shown on the active agent page stays close while the rep talks.
Start inVICIdial
Call withYour existing VICIdial workflow
AddTrellus live coaching and context
Finish inVICIdial
Built around VICIdial
Keep the VICIdial workflow. Add Trellus to the live call.
Reps stay in VICIdial for the call itself. Trellus recognizes the live browser call, adds coaching, and keeps the visible contact details with the conversation.
Keep the current workflow
Continue using VICIdial for campaigns, the lead queue, dialing mode, agent controls, statuses, callbacks, and reporting.
Add Trellus coaching
Trellus keeps the lead first name, last name, and phone number shown on the active agent page with the live session and brings guidance into the conversation.
Rep workflow
From VICIdial call to coached conversation
Enter the VICIdial campaign
Use the team's normal agent login, list, and campaign settings.
Let VICIdial place or connect the call
VICIdial controls the dialing mode, line, and live call state.
Use Trellus coaching
Trellus keeps the displayed lead name and phone number with the supported coaching session.
Disposition in VICIdial
Complete the required status, notes, and callback action in the native agent workflow.
During the call
Keep useful context beside the conversation
Trellus uses the lead first name, last name, and phone number shown on the active agent page from the live-call view.
- Lead first and last name from the active agent page
- The active lead phone number
- The supported live-call state in VICIdial or ViciPhone
Good to know
Continue using VICIdial for campaigns, the lead queue, dialing mode, agent controls, statuses, callbacks, and reporting.
Continue using VICIdial for campaigns, the lead queue, dialing mode, agent controls, statuses, callbacks, and reporting.
A typical call
What this looks like for a rep
Elena receives the next lead from a VICIdial campaign. Trellus keeps the displayed first name, last name, and phone number with the live coaching session while VICIdial handles the line. Elena finishes the call with the usual VICIdial status and follow-up flow.
Why teams add Trellus
Make each VICIdial conversation easier to navigate
Keep the operating flow
Continue using VICIdial for campaigns, the lead queue, dialing mode, agent controls, statuses, callbacks, and reporting.
Add the Trellus coaching experience
Give reps live guidance and keep the lead first name, last name, and phone number shown on the active agent page close while the conversation is happening.
FAQ
Using Trellus with VICIdial
How does Trellus work with VICIdial?
Reps keep using VICIdial for the call. Trellus recognizes the live-call view, adds coaching, and keeps the lead first name, last name, and phone number shown on the active agent page with the session.
Where does the integration work?
VICIdial agent pages and ViciPhone or phone.php browser frames.
What context appears in Trellus?
Trellus can keep the lead first name, last name, and phone number shown on the active agent page when those details are available on the active call view.
Where do call controls and follow-up live?
Continue using VICIdial for campaigns, the lead queue, dialing mode, agent controls, statuses, callbacks, and reporting.
See Trellus coaching on a VICIdial call
Bring the VICIdial browser workflow your reps use today. We will show how Trellus fits into a live conversation.
