Jodo Link for Teams

Author: Isha More 401 views

This variant of Jodo Link service, creates a link for a team or group of users typically involved in similar work activities of an organization such as sales team, support team, etc.                   

Clicking on the link will connect the customer to any available team member. Routing is based on the round robin method. Additionally, a user has the flexibility to be part of multiple teams The administrator will have the rights to manage the account including adding / deleting users, etc.

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Jodo is browser driven and a user does not need any specific app or device to get started. Any smart device, an internet connection, and a browser are all that is required to get going! You have the flexibility to choose any browser: all standard browsers like Chrome,  Edge, Firefox, Safari, and Android are supported. 

The user interface to log in to Jodo is called the Jodo toolbar. You will receive calls within the toolbar. From here, you will be able to chat, start a video call, share documents, and files, share your screen, or view the customer’s screen too. The toolbar provides you insights on the customer’s location, bandwidth, device, etc. helping you to make your conversation contextual and meaningful.
As a user, you will be able to access records of your customer interactions via the media traffic tab in the toolbar. A summary of your calls in a working day is viewed in the dashboards.
First-time users will have to set up their Jodo Link profile. This is done from Jodo Services accessed via a tab in the Jodo Toolbar. Kindly note that job services are accessible only to the admin. Users can set or edit their profile by clicking on their user name in the toolbar. 

Jodo Services: This is the tool to set up, edit and invite users. To begin the journey 

1.) Set up the company profile  – Add your company name and logo – this information will also be used in your Jodo Link URL .

2.) Configure User details – Here you can add your profile picture and define the alias to be used in the job link. Please note that your alias can be set only once and changing the alias modifies the job link .

4.) Edit / Add user – Here you can make changes and set profiles of existing users or invite new users to Jodo Links. 

5.) Configure other processes and save – Jodo offers you the choice to create your own templates for customer forms, welcome forms and callback forms, and quick emails. The welcome form and callback form are accessed via the Advanced settings 

6.) Customer form – Jodo has an integrated CRM called the customer form.  You can create your own CRM template by choosing from the various fields offered in the CRM.  

7.) Advanced setting –  Welcome form and callback form are accessed via the Advanced settings. If you wish to display a welcome form to capture customer information at the start of a call, you must enable the welcome form in this section. Also, if you would like to have information about any customer call that you may have missed, you need to enable the callback form. Welcome form and callback will be displayed to the customer only and only if they are enabled in the advanced settings  

8.) Jodo Reports – Jodo Link for teams  offers 2 reports: a) Link page report which provides records of all call details b) Call back report which gives you a summary of the callbacks that were set in the specified period. The reports can be generated on demand or scheduled for generation at the desired time. 

Dashboard
Dashboard

The dashboard on the Jodo toolbar gives the

Media Traffic
Media Traffic

Media Traffic allows users to monitor all call

Client Information Form / CRM
Client Information Form / CRM

To access CRM  you need to log in

Reports
Reports

In the report module you can generate historical

Calendar
Calendar

After clicking the calendar icon, the calendar  will

Team Messaging
Team Messaging

Team messaging is to facilitate efficient communication and

Jodo Services Settings
Jodo Services Settings

Jodo provides "Jodo Services Settings" to configure account

Team
Team

The admin can create or edit teams by

Product
Product

You can configure Product:Jodo services setting < Configure

Library
Library

You can configure library : Jodo Services setting

Invite User
Invite User

When a user logs into the Jodo toolbar,

Company Settings
Company Settings

In the company settings you can set up

Business Hour
Business Hour

You can configure "Business Hours" :Configure Services setting

Custom Configuration
Custom Configuration

To configure Custom configuration :Jodo Services Settings <

Call back request form
Call back request form

To configure and create callback request form :Jodo

CRM
CRM

Click on the CRM from the left-hand navigation

Call Outcomes
Call Outcomes

To configure "Call outcomes":Jodo Services setting < Configure

Users
Users

In “User” module, Administrator will able to add

User profile
User profile

To edit "User Profile",  Click on User profile