A. PSTN calls (call media traffic, incoming and outgoing calls) of a customer are enabled by Jodo instance to be handled (securely & 100% recording) from distributed locations (office-and-non-office)
B. Deployment architecture options for managing PSTN calls, along with related business & call data, (applicable in different customer set-up \ requirement scenarios), are in following slides –
C. Jodo platform operates on SIP trunk for PSTN calls. (Customers with PRIs, please refer next slide for options available to convert PRIs to SIP trunk via gateways.)
Jodo PSTN solutions – PRI to SIP conversion :
A. Jodo handles PSTN voice media (incoming & outgoing) via SIP (as SIP is best suited for distributed architecture and multi-tenancy).
B. SIP channels are directly terminated and managed in Jodo platform (installed in client’s private cloud data center).
C. If customer currently uses PRI lines, PRI traffic can be converted to SIP, options available for this are:
Customer sets up PRI gateway in their premises (single or multiple locations) and defines SIP forwards to Jodo platform, or
Customer sets up PRI gateway in their premises (single or multiple locations) and defines SIP forwards to Jodo platform, or
PRI terminated in client EPABX, take SIP output from EPABX, and connect to Data Center and Jodo
Jodo provides “Jodo Services Settings” to configure account settings with various options.
Below are the option in the Jodo Service setting :
Easy Installation:
Ready scripts for developers to use with HTML / PHP / WordPress platforms. The Jodo Live chat/call button can be set to appear as per your design requirements , by default it will appear at the right bottom of your website’s page upon integration of this script.
Multilingual:
Jodowidget supports multiple Indian as well as well known global languages and allows to communicate with predefined UI language. It is easy to add new languages.
Multiple devices supported:
Jodowidget supports different UI form-factors like mobile / desktop / full screen layout options as required for integration.
Sharing data while on call:
Using Jodo “Documentpush” and to share images, audio or video files and documents while on call. You and your customers could even annotate on the same data and save it for references.
Communication Transcript :
Customer can request the communication transcript on mail after completion of conversation with agent and if there is communication with voice channel the recording of voice communication can also be retrieved from transcript mail.
Callback Functionality:
Customer can request callback in case of non working hours or available agent is busy on another call or no agent is available to receive a call. An appropriate message will be populated on customers screen for such scenarios with configurable form fields to set callback.
Reconnect Functionality:
If the media connectivity for voice or video is dropped due to inconsistent network strength or other network issues. The customer can resume the voice or video session with same active agent.
Bandwidth wise fallback mechanism:
If there is network issue while video call or there is poor bandwidth for video session to continue, the video session will end and voice session will continue.
If there is network issue while voice call or there is poor bandwidth for voice session to continue, the voice session will end and chat session will continue. User can reconnect the voice / video media after having enough bandwidth for voice / video and it is indicated by bandwidth indicator.
Jodo Digital is an easy-to-integrate cloud framework that brings the power of live communication to your websites, eCommerce portals, business apps, and more.
The customer uses the Jodo widget available on the website to initiate the chat/voice/video. The Jodo provides interoperability between chat, voice, and video. By default, all voice calls are recorded for quality and audit purposes. Jodo monitors both customer and users bandwidth and in case of network issues, the voice call will be converted to a chat to ensure fluent communication and can be converted to voice again after the bandwidth is in normal state. Jodo helps to collabs existing businesses and make them more real time, for any assistance the screen share is provided and the customer and agent can share documents using the attachment button via doc-push in real time.
User interface via which communicate with the customer via voice, video, and chat is called as Jodo toolbar. Agents choose the status based on the situation, the status shows the duration in which the agent is currently in. The process name from which the customer initiated the conversation is visible to the agent.They can also see the bandwidth of the customer’s internet in the call info tab. The media control tab on the agent’s screen allows the agent to control the communication between the customer and the agent, with options such as “End session,” “End,” “Call,” “Video,” “Image,” “Share Screen,” and so on. When a customer initiates a call, the agent and the customer can share their screens to find a quick solution to the problem.
Once the chat is initiated, agent can share documents with the customer using the library as well as the attachment pin available in the chat. Jodo connect the calls to suitable internal/outsourced agents based on language proficiency, skills and processes.
The agent follows a script that outlines how to begin a conversation with the customer. A video call can also be initiated from both sides to do document verification, or KYC. We can integrate a CRM that will show the details in the web-form. The agent can use integrated third-party applications if required. When the chat, voice, or video is finished, the agent selects the disposition, i.e., the reason for the call.
Click here for more information.
Jodo Digital is an easy-to-integrate cloud framework that brings the power of live communication to your websites, eCommerce portals, business apps, and more.
The customer uses the Jodo widget available on the website to initiate the chat/voice/video. The Jodo provides interoperability between chat, voice, and video. By default, all voice calls are recorded for quality and audit purposes. Jodo monitors both customer and users bandwidth and in case of network issues, the voice call will be converted to a chat to ensure fluent communication and can be converted to voice again after the bandwidth is in normal state. Jodo helps to collabs existing businesses and make them more real time, for any assistance the screen share is provided and the customer and agent can share documents using the attachment button via doc-push in real time.
User interface via which communicate with the customer via voice, video, and chat is called as Jodo toolbar. Agents choose the status based on the situation, the status shows the duration in which the agent is currently in. The process name from which the customer initiated the conversation is visible to the agent.They can also see the bandwidth of the customer’s internet in the call info tab. The media control tab on the agent’s screen allows the agent to control the communication between the customer and the agent, with options such as “End session,” “End,” “Call,” “Video,” “Image,” “Share Screen,” and so on. When a customer initiates a call, the agent and the customer can share their screens to find a quick solution to the problem.
Once the chat is initiated, agent can share documents with the customer using the library as well as the attachment pin available in the chat. Jodo connect the calls to suitable internal/outsourced agents based on language proficiency, skills and processes.
The agent follows a script that outlines how to begin a conversation with the customer. A video call can also be initiated from both sides to do document verification, or KYC. We can integrate a CRM that will show the details in the web-form. The agent can use integrated third-party applications if required. When the chat, voice, or video is finished, the agent selects the disposition, i.e., the reason for the call.
Jodo Toolbar (JT) is the user application that lets you interact with the customer when they reach out to you using Digital communication channels embedded in your website, e-commerce portal, business / mobile apps or any other digital asses.
Jodo Toolbar will allow you to interact via Chat, Voice, and Video from any smart device. All conversations on Jodo are recorded.
The Jodo toolbar provides access to various functions which is present at left hand side :
The agent has the right to see the dashboard available in the toolbar, which shows the work summary of the agent. Media traffic shows the history of agent activity. All the recordings are stored for audit purposes and can be played back for quality purposes. The agent has the ability to check the location of the customer using the location tab. The agent can access the calendar, social media, and email tabs through the toolbar.
Jodo Link – as a fundamental service, generates distinct links (URLs) for each user. Customers can easily connect with the desired individual by simply clicking on the link. An organization can subscribe to a single account – this serves as the administrator account. The administrator is authorized to invite and create multiple users.
The organization’s profile and other standard features will be configured by the administrator while each user can individually setup their personal profile.
Jodo Store link :
https://store.avhan.com is our online store where a customer can subscribe to Jodo Services. Click on Get Started to subscribe to our link service.
You are entitled to a 7 days free trial and your subscription will begin at the end of the free trial.
To get started, kindly provide your payment information and click the “Start Trial” button.
To access the login page for the Jodo toolbar, click on the URL provided in the email you’ve received.
On this page, you’ll need to enter your login credentials along with the captcha to log in. You can select your preferred language for the login process.
After a successful login, you’ll be directed to this page.
This welcome page offers access to comprehensive Jodo Link documentation through buttons located below, including Quick Tutorial, Quick Start, FAQs, and Troubleshooting.
Click on the Jodo Service tab from the left-hand side toolbar. You may start configuring your Jodo Services from the configure tab as shown in the picture below.
Here you can see how to update / set the details of your company in your profile.
You can set up the company profile in the Company Settings. Any changes to the information can be made using the Edit Company settings button (shown in the pic below).
Clicking on the company setting will take you to below screen.
You can now set your company logo using the edit function in the logo tab. This logo will also appear on your Jodo Link page.
Besides the logo, you can add your company name.
Some department names are available by default. You can add many more. To include a new department name, simply select the “Add Department” tab below if your department isn’t already listed.
To update your company address, click on the “Location” tab as shown in the below image.
Then the following window will be displayed,
You can configure your user profile from the ” Users >>Edit Users ” tab.
The Edit user function is used to make changes to your personal profile.Here, you can edit your profile picture (this profile picture will also be seen on the Jodo Link page shared with customers), update your personal information like designation, contact details, etc..
You can also set your contact details, department, and working hours.
If you are a Jodo Link for Teams subscriber,
2. You can configure the admin profile using edit button as shown in the picture below
Please remember to save the information that you have uploaded- any changes that you have made will reflect once you click on the Save button.
Jodo gives you the flexibility to create templates to set up your profile- for example, Templates of the customer form, Business hour, Action and the information that you would like to capture through your welcome web form or callback form. These templates are created in this section.
To configure these options, simply click on “Configure Other” option as shown below.
Then just simply click on any label for which you want to create template.
The customer form displays the customer information that has been captured in the welcome form. Other fields of the customer form can be updated during the call.
Usually, only some fields like name, mobile number, and email are considered as part of the welcome form.
In this video, we shall see how to customize the fields in the customer form and welcome form.
The callback form will ask the caller to leave their details when you are not available to answer their call. You may then reach out to them at a scheduled time.
If you are not available to take a call, the caller will be presented with a call-back form.
To edit/customize the callback form click on the callback tab
If you do not get the call back form option go the Advance Settings. (Configure Other >> Advance Settings)
Enable the call-back option. Likewise you can enable / disable CRM and welcome form features from here, save your selections, and return to the previous screen to continue configuring your account.
You have the option to create your own templates. To customize your template, you will have to first create a copy of the standard (default) template using the copy button.
“Default callback” is a standard template of the call-back form – click on the eye icon to view the template.
You have the option to create your own templates. To customize your template, you will have to first create a copy of the standard (default) template using the copy button.
Once your copy is created, you can edit the fields by edit icon, adjust their visibility, and change their sequence using the cross arrow icons, as highlighted in the image shown below.
Here, you have the option to specify your working hours for receiving calls. In business hours, you can configure the employee schedules to ensure that calls are only received during those designated times.
In this section, you have the ability to choose the reason for the call and determine the agent’s next course of action. For example, options like “Call back” or “Not interested” can be selected.
Toolbar URL has been shared with you on Email
Step 1: Enter your login credentials
Step 2: Enter the Captcha value
Step 3: Select your Language
Step 4: Click on Login Button
Once you are logged in you will see this welcome page. You are now ready to receive calls from your customers.
The below slides give you an overview of the functions of the Jodo Toolbar. Each of these will be described in further sections.
Steps:
Step 1:
To change your password, go to your profile icon and select change password option
Step 2:
You need to correctly enter the old password and new password. (Ensure that the password you choose meets the required criteria.)
Re-enter the new password in the “Confirm password” tab and “Save” your password.
Once your password change is effected successfully, you will get a notification as shown below.
Jodo toolbar dashboard is a graphical summary of your status and the calls handled during the day. The call count takes into account the media in which the call was handled
You can search for users and select, and the dashboard will display a combined graphical summary of users status and the total number of calls handled during the day.
The image displayed here is the Media Traffic Window – it shows all the communication handled by the User for the selected date range. It shows the channel on which the call connected. The call details can be viewed by clicking on the view icon.
Clicking on “>” button provides you with the complete details of the call. You can see the transcript of the chat conversation, Customer CRM, Session details, Action.
When you click on call button, a call request is sent to the customer and a voice call is initiated after the customer accept the voice call request.
You may continue to chat during the voice call by typing in chat bar.
You have various options after voice call getting connected such as Mute, Hold, Conference, Image, Video, Screen share, etc. As shown in the picture below.
Request Customer Screen : You may request to see the customer’s screen using the ‘Request customer screen option’.
Share My Screen : You may assist your customer by sharing your screen using the ‘Share my Screen’ option.
To start a video call with a customer, click on the Video button as shown below.
A request to accept the Video call is then sent to the customer.
After the customer accepts the request, following request comes to you to proceed with the video call.
Following window will be displayed, once the video call is initiated.
You have the option to pause the video by clicking on the “Pause” button.
Selecting “Pause” will hide your video screen from the other end.
Then window will look as shown in picture below.
To resume the video, simply click on the “Resume” option.
If you want to end the video call, simply click on “End” option.
To provide assistance to the customer, the user may want to share his / her screen. This is done using the ‘Share my Screen’ option.
When you press ‘Share my screen,’ a new tab appears, just like in the picture. You can choose to share your whole screen, a specific window, or a browser tab.
You can also request to see the customer’s screen using the ‘Request customer screen’ option.
By default, the customer location is captured live and can be viewed by the user on the location screen. To access the customer location screen/map click on the pin icon in the toolbar.
The Call info tab provides valuable information about the customer to the user:
This includes the customer’s device, browser, the OS of the device, the customer’s location, and the available bandwidth of the customer.
The calendar can be used to schedule a call or a meeting with the customer. Users can also set a reminder for important events.
To access the calendar, click on the calendar icon in the right hand toolbar.
Jodo offers 2-level dispositions, Once the conversation is over and the user ends the session, the user must select dispose master for the call and define a call outcome by selecting the appropriate Status and the reason for the call and then save it.
The agent has the option to add his / her notes or remarks pertaining to the call.
This is the customer-side interface referred to as a widget, where customers will arrive by clicking on your shared Jodo link.
Customers can initiate conversations with user, using the highlighted tabs for chat, voice call, or video call.
INSTANT Digital communications – for the “Connected” business world. Jodo Link is a service that provides 2-way LIVE Video / Audio / Chat communication between Customers and business users Globally.
You can embed jodoLink in:
Click on the chat icon to start a chat conversation with your contact
Clicking on the chat icon will open a chat window.
Type in the chat bar and start your conversation with a business user from Anywhere in the world.
Click on the Maps icon to share your location with your contact. Map with your location will be shown in the chat window.
You can share it with your contact by clicking on send.
To share any file from your desktop/laptop, click on the attachment pin.
Select the file that you would like to share and click on “Open” to share the file
Click on the call icon to start a Voice call within your browser itself with your contact
Clicking on the call icon will convert the ongoing chat to a voice call.
When you click on the call icon, your call will start, and the following window will be displayed.
You can continue to chat and/or share files, location, etc. with your contact even as you speak.
You can place your call on hold by clicking on the hold button.
You now also have the option to share your screen or convert your voice call into a video call.
Jodo Link offers a unique URL solution that can be used to start secure D2C voice, video & chat interactions with your customers – Globally.
Jodo Link transforms business communications (as you know it currently). With Jodo Link Start live conversations from:
Emails & Email signatures
Social media posts
QR codes
Videos & banner ads – make them instantly interactive
Presentations, Documents, Application & Forms
Chatbots on websites & messengers like WhatsApp, Telegram, & Signal
SMSs, Chats, and many more
To know more visit us at: https://store.avhan.com/
Jodo Link offers 3 distinct services – the user can choose the service that best fits their business role.
1.Jodo Link:
Jodo Link – as a fundamental service, generates distinct links (URLs) for each user. Customers can easily connect with the desired individual by simply clicking on the link. An organization can subscribe to a single account – this serves as the administrator account. The administrator is authorized to invite and create multiple users.
The organization’s profile and other standard features will be configured by the administrator while each user can individually setup their personal profile.
To subscribe to any of our services directly you can visit our store (store.avhan.com) & click on “Get Started”
For help during subscription click here (subscription video/ppt)
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.) Set location details – To update your company address, click on the “Location” tab.
3.) 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 (this option is available for Jodo link for teams subscriber)– 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 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.
9.) FAQs – For any other queries on Jodo Links, please refer to our FAQs
10.) jodoLink customer interface/widget – The customer will click on your Jodo Link shared with them to start a direct voice-video conversation with you. The customer interface, that is the Jodo Link widget, offers 2 themes – you can set your theme in Jodo Services. To learn more about the customer journey click here (widget video/ppt)
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.
To subscribe to any of our services directly you can visit our store (store.avhan.com) & click on “Get Started”
For help during subscription click here (subscription video/ppt)
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.
The dashboard on the Jodo toolbar gives the detailed analytics of various media of user status summary and the calls managed for selected timeline or date range. The time scale changes dynamically.
The total handled interactions considers the various media through which the calls were handled.
Media Traffic allows users to monitor all call patches between users and clients. Clicking on the Media Traffic opens a new page where all records are displayed in a table format.
In the Media Traffic interface, there is an option to “Select Process” in the process selection field. By default, all processes are selected. If you wish to add or remove any processes, you can do so by modifying the process field. Additionally, checkboxes are provided for filtering data by Today, Yesterday, Last 7 days, This Month, Last Month, and Custom Range.
In the table, you will find data regarding Process Name, User Name, Customer Name, Media, Date and Time, Disposition, and Location.
To know more about the interaction details, click on user profile.
To access CRM you need to log in with your credentials and navigate to the “toolbar” section, which will redirect you to the welcome page. From there, proceed to “Jodo Services Setting” and click on “configure.” This will lead you to Module Page, select the “Client Information Form/CRM” card.
Inside this, you’ll find “Form” and “Business Script” tabs where you can customize the appearance and language of the customer form and business script.
Choose your preferred language for both tabs.
To add text fields to the customer form, click on the desired field from the right-hand corner and then save. If you want to preview the form you can click on save & preview.
Editing options include changing the label name, adjusting the length, and making fields required.
Use the “move” button to reposition fields.
And the toggle button to enable or disable the fields.
Once satisfied with the form, click on “save” button to save your changes. For a preview of your CRM, click on “Save and Preview,” which will save changes and display the preview in the Cal guide tab.
In the “Business Script” tab, you have the option to choose the language. You can set the Business Title, Subtitle, and Text Fields such as “Number,” “First Name,” “Last Name,” etc.
Additionally, you can manually type any desired information about the business into the script. After making changes, click on the “Save” button to save all modifications. You can also click on the “Save and Preview” button to preview your Customer Form.
In the report module you can generate historical reports of your calls.
You can find “Report” module at:
Jodo Services setting < Configure < Reports
In the “Generate New” option, you can create a report by selecting any of the available report options according to your preference.
After making your selection, pick the file type and set your timing preferences, whether for an immediate or scheduled report. Additionally, you have the option to generate a report within a custom range, including choices like today, yesterday, last 7 days, last 30 days, this month, last month, or a custom range. After configuring your preferences, click on “generate report” to create the report.
If you selected the scheduled type, it will appear in the “Scheduled Report” tab for future reference.
You can view generated reports in the “Generated Report” tab
This video will show you how to generate and view reports.
After clicking the calendar icon, the calendar will open up, displaying scheduled events and the current date. Check out different ways to look at your calendar, like by day, week, or month also you can manage events directly within the calendar interface.
You create an event in the calendar,
Steps:
7. Edit or Delete Events: If needed, you can edit or delete events later on.
8. Prevent Scheduling in the Past: If you attempt to select a past date or time, a pop-up message will remind you to check the date and time selection.
Team messaging is to facilitate efficient communication and collaboration among team members. It allows for quick exchange of messages and information, enabling teams to stay connected, coordinate tasks, share updates, and work together effectively, regardless of physical location or time zone differences.
Below highlighted option facilities you with a option to filter online and offline user.
Jodo provides “Jodo Services Settings” to configure account settings with various options.
To Configure Jodo Services Setting < Configure.
The admin can create or edit teams by clicking on the ‘Team’ tab.
To access Team,
Jodo Services Settings < Configure < Team.
When we click on the “Team” template module, we are presented with the option to create a new team, as well as to view details of teams that have already been
created.
When you click on the “Add” icon , you’ll find yourself on the initial tab, which is the “Team” tab. Here, you can input your Team name and Team URL. Additionally, you’ll encounter three different template options from which you can choose the desired one. A template is a standard page layout that is generated when the URL is created. After selecting a template, click on “Next” to proceed. A template is a standard page layout that is generated when the URL is created.
The next tab you’ll encounter is the “Configure team” tab. Here, you’ll have options to enter the link, message, button names, and button links according to your preferences. Once you’ve filled in the necessary details, you can click on “Next” to move forward. If you need to revise any information, you can always click the “Back” button to return to the previous tab.
There are three themes:
Theme 1:
In theme 1, you have the ability to provide a link, a message, and a button along with its redirect link for the content you wish to display on your link interface.
If you want to see how the theme has been applied and view the interface, click on the ‘eye’ icon.
Link appearance:
When you click on the “Add” icon , you’ll find yourself on the initial tab, which is the “Team” tab. Here, you can input your Team name and Team URL. Additionally, you’ll encounter three different template options from which you can choose the desired one. A template is a standard page layout that is generated when the URL is created. After selecting a template, click on “Next” to proceed. A template is a standard page layout that is generated when the URL is created.
The next tab you’ll encounter is the “Configure team” tab. Here, you’ll have options to enter the link, message, button names, and button links according to your preferences. Once you’ve filled in the necessary details, you can click on “Next” to move forward. If you need to revise any information, you can always click the “Back” button to return to the previous tab.
There are three themes:
Theme 1:
In theme 1, you have the ability to provide a link, a message, and a button along with its redirect link for the content you wish to display on your link interface.
If you want to see how the theme has been applied and view the interface, click on the ‘eye’ icon.
Link appearance:
Theme 2:
In Theme 2, you can specify a title for the page along with the link you wish to display in your link interface.
Link appearance :
In Theme 3, you have the option to add three links, each accompanied by a message of your choice to display on your link web page.
Link appearance:
When you click on the “Add” icon , you’ll find yourself on the initial tab, which is the “Team” tab. Here, you can input your Team name and Team URL. Additionally, you’ll encounter three different template options from which you can choose the desired one. A template is a standard page layout that is generated when the URL is created. After selecting a template, click on “Next” to proceed. A template is a standard page layout that is generated when the URL is created.
The next tab you’ll encounter is the “Configure team” tab. Here, you’ll have options to enter the link, message, button names, and button links according to your preferences. Once you’ve filled in the necessary details, you can click on “Next” to move forward. If you need to revise any information, you can always click the “Back” button to return to the previous tab.
There are three themes:
Theme 1:
In theme 1, you have the ability to provide a link, a message, and a button along with its redirect link for the content you wish to display on your link interface.
If you want to see how the theme has been applied and view the interface, click on the ‘eye’ icon.
Link appearance:
Theme 2:
In Theme 2, you can specify a title for the page along with the link you wish to display in your link interface.
Link appearance :
In Theme 3, you have the option to add three links, each accompanied by a message of your choice to display on your link web page.
Link appearance:
You can configure Product:
Jodo services setting < Configure < Product
The product module lets users add their company’s products and set the product profile. To add a product click on the Add Product/Services.
You can set profile picture for the product and also give product name as shown in the highlighted image below.
Moreover, the rich text editor offers advanced formatting options, including bold, italic, and bullet points, allowing users to create engaging and informative product descriptions.
You can set the status of a product, indicating whether it is active or inactive.
You have to provide product code for the product. The input field for product codes supports alphanumeric characters, ensuring compatibility with various coding systems and conventions used by different industries.
Similarly, the unit price input box accommodates both fixed and variable pricing structures, catering to diverse pricing strategies employed by businesses.
In the “Associated Teams” section, users can give particular roles and permissions to team members, making teamwork and managing tasks easier.
The “Attachment” feature allows you to include various file types like documents, images, and videos, making it easy to create detailed product documentation and marketing materials.
Select “Add file” to upload a file.
You can input the file name and choose the file type. You also have two ways to add a file:
1. Upload a file link
2. Upload a file from your computer
In the attachment section, you can use the “Languages” option to add translated versions of product stuff. This helps support people who speak different languages around the world.
The “Departments” section lets users organize attachments according to different parts of the organization, making it easier to find and stay organized.
In the “Products” section, users can explore and choose from a carefully selected list of related products, making it easier to promote additional sales opportunities within the platform.
Within the “Business Market” tab, users will find an “Add” button icon. Clicking on this icon opens a new page presenting various options such as “Add Region,” “Country” dropdown, “State” dropdown, “City” dropdown, and an additional “Add Region” button.
Upon entering the necessary details, users can save the information by clicking on the “Finish” button. This allows users to add regions, countries, states, and cities. Additionally, clicking on the “Add Region” button enables users to include further regions as needed. This feature provides users with a convenient way to manage and expand their business market territories efficiently.
lastly click on the “finish” button to save the product.
You can configure library :
Jodo Services setting < Configure < Library
This easy-to-use interface makes it simple to add files to the library. It also gives you clear choices to customize things like language, department, and product details.
When you click on the library, a new module will open, initiating the “Add File” function. Upon clicking “Add File,” another module will open, presenting multiple options to choose from.
In this module, you’ll find an input box for the file name, another for the file type, and radio buttons allowing you to select between linking to a file or uploading one directly.
Additionally, a navigation bar will be visible, offering three main options: “Languages,” “Department,” and “Products.”
Under the “Languages” section, you’ll find checkboxes for selecting the desired language.
In the “Department” section, checkboxes will be available to specify which department the file relates to.
Finally, under “Products,” you can view and select the relevant product.
Once all necessary selections have been made, you can proceed by clicking the “Finish” button to complete the process
When a user logs into the Jodo toolbar, a welcome page appears on the screen, providing a friendly introduction to the platform’s features. At the top right corner of this welcome page, users will find an easily accessible icon labeled “Invite User.” Clicking on this icon initiates the process of inviting other individuals to join the platform. This straightforward approach ensures that users can quickly navigate the platform and begin inviting others to connect and collaborate effectively.
When you click on the “Invite User” icon, a new page will open with a navigation bar displaying two options: “Invite User” and “Pending User”.
In the “Invite User” section, you’ll find an option labeled “Add icon Button” to add users.
When you click on it, a dialogue box appears with fields for adding a user, including options for entering an email address and username. Additionally, there are two checkboxes labeled “Administrate” and “User.” Once you’ve filled in the necessary details, simply click the “Save” button to save the information.
After saving, we can view the details of invited users in the “Invite User” tab. When we click on the “Invite User” button, the invitation will be sent.
After that, in the ‘Pending User’ tab, we can view a comprehensive list of invited users.
In the company settings you can set up the company profile.
To access company settings :
Jodo services setting < Company settings (Click on the Company setting tab)
You can now set your company logo using the edit function in the logo tab. This logo will also appear on your Jodo Link.
Besides the logo, you can add your company name.
Additionally, users can select the country, state, and city from dropdown menus, providing a convenient way to set the geographical location. They can also input the zip code and manually fill in the address fields, including Address 1 and Address 2, for precise location details.
Below the location settings, there’s a department tab where users can manage departments within the company. Existing departments are displayed with options to delete or edit them. Clicking on the edit button allows users to modify department details, while the delete icon removes departments as needed. Moreover, users can add new departments by clicking on the “Add Department” card, which opens a popup window. In this window, users can input the department name and save it to add the department to the list.
After configuring all necessary settings, users can save their changes by clicking the save button, ensuring that the company settings are updated accordingly. This intuitive interface streamlines the process of customizing company details, providing users with clear options for managing departments and location information effectively.
You can configure “Business Hours” :
Configure Services setting < Configure < Business Hours
In the business hours module, you have the flexibility to tailor your availability based on your business schedule. For each working day, there are toggle buttons conveniently located, allowing you to easily enable or disable specific days. Once enabled, you can select your preferred start and end times, providing clarity on when you’re available to engage with customers.
Moreover, if your business operates in multiple shifts or has varying hours throughout the day, you can select multiple time slots to accurately reflect your availability.
To streamline the process further, you can assign a template name and specify your time zone to ensure consistency and accuracy.
Once all selections are made, simply click on the “Save” button to apply the changes.
By configuring your business hours in this manner, users will only be able to contact you during the specified time slots, enhancing efficiency and communication clarity.
To configure Custom configuration :
Jodo Services Settings < Configure < Custom configuration
Within the Custom Configuration card, users have the option to enable or disable various features related to callback request forms, appointment URLs, customer forms, and welcome forms
If the callback request form is enabled, users can select either a callback form or specify an appointment URL. For the appointment URL, users can input the desired URL. Additionally, users can choose to enable or disable the customer form. If enabled, users can select Jodo CRM for further customization. Similarly, users can enable or disable the welcome form.
Similarly, users can enable or disable the welcome form. If enabled, users can configure the welcome form, which is a subset of fields found in the customer form, such as mobile number, personal number, and first name.
Users can also select the widget trigger type, either auto-start or custom, and specify the widget starting time, with a maximum limit of 300 seconds.
Once all details are configured, users can save their settings to apply the changes effectively.
Process offers users comprehensive control over customizing and managing various forms and features within the Jodo platform.
To configure and create callback request form :
Jodo Service setting :
Jodo services setting < Configure < call back request form.
Click on this card to access the default callback form template. Within the Call back request form section, you have the option to view the default callback form by clicking on the “view” button.
Additionally, you can customize your own template by clicking on the “add” button located on the right side of the default callback card.
Upon clicking the add icon, an exact replica of the default callback card will be generated as another card, offering options such as “delete,” “edit,” and “copy” for further customization and management of your callback form templates.
This step-by-step process ensures seamless navigation and customization of callback request forms within the Jodo Toolbar interface, empowering users to tailor their callback forms to their specific needs and preferences.
Once you’ve created your custom callback form template, you have the freedom to personalize it to your liking. You can assign a unique template name, add, delete, and rearrange input boxes as needed. After making your edits, simply save your changes by clicking the “SAVE” button. If you need to remove a custom card, you can do so with the delete button.
Additionally, you can easily duplicate your custom card using the copy button, which includes an auto-paste feature for convenience. This allows you to quickly create and modify similar templates to suit your requirements within the Jodo Toolbar interface.
Click on the CRM from the left-hand navigation menu in Jodo toolbar, you’ll be directed to the CRM Page.
Here, you can add new customers by clicking the “Add Customer” card and edit existing ones by clicking the edit icon on each customer card.
When you click on “Add Customer,” opens up a dedicated screen where users can input various details into the CRM form. Once they’ve entered information such as the customer’s name, contact details, and any other relevant data, they simply need to click the “Save” button to add the new customer.
To manage your data effectively, Jodo toolbar offers filtering options. Users can filter customer data based on criteria such as last name, first name, or customer number. Simply select the desired filter criteria from the dropdown menu, enter the filter value, and click “Apply” to refine the displayed data accordingly.
User can also add multiple filters for advanced data refinement. Users can simply click on the “Add” icon to add a new filter. From there, they can select the desired fields and corresponding values to filter the data.
You can define fields for the form in the Jodo services settings under Client Information Form/CRM.
To configure “Call outcomes”:
Jodo Services setting < Configure < Call Outcomes
In the Call Outcomes module, there are two main choices: Status and Next Action. First, let’s talk about the Status part. Click on “Add Status,” and you can make a new status for your call outcomes. Just type in the status name you want, then click “Save” to add it to your list of statuses.
This simple method enables you to swiftly add personalized status options, effectively organizing your call outcomes.
Moving on to the Next Action section, the process is similarly straightforward. Click on “Add Next Action” to create a new action for your call outcomes. Here, you have two options to further specify your next action: adding the action itself and selecting the action type. After defining these details, hit “Save” to include the new next action in your list.
In short, these steps make it easy for users to handle call outcomes in the Call Outcomes module. You can customize and organize statuses and next actions to manage your calls more efficiently.
In “User” module, Administrator will able to add and edit users.
You can access user module :
Jodo services settings < Configure < Users
On Click of user module, all the users linked to the organization will be shown.
A user can Add a new user or can edit an existing one.
If you want to create a new user, just click on “Create new user”.
Then you will have options include uploading a profile image, editing your name, and accessing tabs labeled “About” and “Location”. Additionally, there are input boxes where you can enter your designation, email address, and provide information about yourself.
Within the tabs, you’ll find categories such as contacts, department, working hours, languages spoken, and access type.
The “Contacts” tab allows you to add contact details such as a phone number.
In the “Departments” section, you’ll find various options for selecting different departments. Simply click on the one you’re interested in to make your selection
“Working Hours” section, you’ll find a button labeled “Manage Working Hours.” Clicking on this button will open a dialogue box where you can see several options, including Time Zone, Start Time, End Time, and checkboxes to select working days. After filling in the details, you can click the “Save” button to apply the changes. Additionally, there is a “Cancel” button to close the dialogue box without saving any changes.
In the “Languages” section, you can choose any language you prefer. By default, the language you selected during login is displayed with a star in the top right corner. Then, you can select multiple languages by clicking on them.
In the “Access Type” section, there is a checkbox with two options: “Administrator” and “User”. This allows you to change roles for the users involved in the process.
In the Location Section, users are presented with fields to input their details, including Country, State, City, Zip code, Address 1, and Address 2.
Country, State, and City values can be selected from dropdown menus, which are populated based on filters set as follows:
The location button displays a dialog box that enables users to either set their address to their current live location or search and set the address based on the map search location option.
To edit “User Profile”, Click on User profile icon and then click on the User’s name on the welcome page.
When you click on the user profile icon, a new page will appear with several options. These options include uploading a profile image, editing your name, and accessing tabs labeled “About” and “Location”.
Additionally, there are input boxes where you can enter your designation, email address, and provide information about yourself.
In the “Departments” section, there are options available for selecting any department. You can add or edit department from company settngs.
“Working Hours” section, you’ll find a button labelled “Manage Working Hours.” Clicking on this button will open a dialogue box where you can see several options, including Time Zone, Start Time, End Time, and checkboxes to select working days. After filling in the details, you can click the “Save” button to apply the changes. Additionally, there is a “Cancel” button to close the dialogue box without saving any changes.
In the “Languages” section, you can choose any language you prefer.
In the “Access Type” section, there is a checkbox with two options: “Administrator” and “User”.
In the Location Section, users are provided with fields to input their details, including Country, State, City, Zip code, Address 1, and Address 2. Alongside these fields, there is a button labelled with the location name. Within this section, users have the ability to make changes to specific points. They can input their country name, state name, city name, zip code, Address 1 details, and Address 2 details. This allows for flexibility and customization according to the user’s location and address requirements.
“Link for Individual” – as the name suggests, is tailored to meet the needs of self-employed individuals such as freelancer, independent contactors, consultants, sole proprietors and gig workers customers can connect with them at the click of button.
The dashboard on the Jodo toolbar gives the detailed analytics of various media of user status summary and the calls managed for selected timeline or date range. The time scale changes dynamically.
The total handled interactions considers the various media through which the calls were handled.
Media Traffic allows users to monitor all call patches between users and clients. Clicking on the Media Traffic opens a new page where all records are displayed in a table format.
In the Media Traffic interface, there is an option to “Select Process” in the process selection field. By default, all processes are selected. If you wish to add or remove any processes, you can do so by modifying the process field. Additionally, checkboxes are provided for filtering data by Today, Yesterday, Last 7 days, This Month, Last Month, and Custom Range.
In the table, you will find data regarding Process Name, User Name, Customer Name, Media, Date and Time, Disposition, and Location.
To know more about the interaction details, click on user profile.
There is a filter option where you can apply filter like Date range , Process, Session also you can add filter by using add “+” icon.
After clicking the calendar icon, the calendar will open up, displaying scheduled events and the current date. Check out different ways to look at your calendar, like by day, week, or month also you can manage events directly within the calendar interface.
You create an event in the calendar,
Steps:
7. Edit or Delete Events: If needed, you can edit or delete events later on.
8. Prevent Scheduling in the Past: If you attempt to select a past date or time, a pop-up message will remind you to check the date and time selection.
Click on the CRM from the left-hand navigation menu in Jodo toolbar, you’ll be directed to the CRM Page.
Here, you can add new customers by clicking the “Add Customer” card and edit existing ones by clicking the edit icon on each customer card.
When you click on “Add Customer,” opens up a dedicated screen where users can input various details into the CRM form. Once they’ve entered information such as the customer’s name, contact details, and any other relevant data, they simply need to click the “Save” button to add the new customer.
To manage your data effectively, Jodotoolbar offers filtering options. Users can filter customer data based on criteria such as last name, first name, or customer number. Simply select the desired filter criteria from the dropdown menu, enter the filter value, and click “Apply” to refine the displayed data accordingly.
User can also add multiple filters for advanced data refinement. Users can simply click on the “Add” icon to add a new filter. From there, they can select the desired fields and corresponding values to filter the data.
You can define fields for the form in the Jodo services settings under Client Information Form/CRM.
You can configure library :
Jodo Services setting < configure < Library
This easy-to-use interface makes it simple to add files to the library. It also gives you clear choices to customize things like language, department, and product details.
When you click on the library, a new module will open, initiating the “Add File” function. Upon clicking “Add File,” another module will open, presenting multiple options to choose from.
In this module, you’ll find an input box for the file name, another for the file type, and radio buttons allowing you to select between linking to a file or uploading one directly.
Additionally, a navigation bar will be visible, offering three main options: “Languages,” “Department,” and “Products.”
Under the “Languages” section, you’ll find checkboxes for selecting the desired language.
In the “Department” section, checkboxes will be available to specify which department the file relates to.
Finally, under “Products,” you can view and select the relevant product.
Once all necessary selections have been made, you can proceed by clicking the “Finish” button to complete the process
You can configure “Business Hours” :
Configure Services setting < Configure < Business Hours
In the business hours module, you have the flexibility to tailor your availability based on your business schedule. For each working day, there are toggle buttons conveniently located, allowing you to easily enable or disable specific days. Once enabled, you can select your preferred start and end times, providing clarity on when you’re available to engage with customers.
Moreover, if your business operates in multiple shifts or has varying hours throughout the day, you can select multiple time slots to accurately reflect your availability.
To streamline the process further, you can assign a template name and specify your time zone to ensure consistency and accuracy.
Once all selections are made, simply click on the “Save” button to apply the changes.
By configuring your business hours in this manner, users will only be able to contact you during the specified time slots, enhancing efficiency and communication clarity.
To access CRM you need to log in with your credentials and navigate to the “toolbar” section, which will redirect you to the welcome page. From there, proceed to “Jodo Services Setting” and click on “configure.” This will lead you to Module Page, select the “Client Information Form/CRM” card.
Inside this, you’ll find “Form” and “Business Script” tabs where you can customize the appearance and language of the customer form and business script.
Choose your preferred language for both tabs.
To add text fields to the customer form, click on the desired field from the right-hand corner and then save. If you want to preview the form you can click on save & preview.
Editing options include changing the label name, adjusting the length, and making fields required.
Use the “move” button to reposition fields.
And the toggle button to enable or disable the fields.
Once satisfied with the form, click on “save” button to save your changes. For a preview of your CRM, click on “Save and Preview,” which will save changes and display the preview in the Cal guide tab.
In the “Business Script” tab, you have the option to choose the language. You can set the Business Title, Subtitle, and Text Fields such as “Number,” “First Name,” “Last Name,” etc.
Additionally, you can manually type any desired information about the business into the script. After making changes, click on the “Save” button to save all modifications. You can also click on the “Save and Preview” button to preview your Customer Form.
In the report module you can generate historical reports of your calls.
You can find “Report” module at:
Jodo Services setting < Configure < Report
In the “Generate New” option, you can create a report by selecting any of the available report options according to your preference.
After making your selection, pick the file type and set your timing preferences, whether for an immediate or scheduled report. Additionally, you have the option to generate a report within a custom range, including choices like today, yesterday, last 7 days, last 30 days, this month, last month, or a custom range. After configuring your preferences, click on “generate report” to create the report.
If you selected the scheduled type, it will appear in the “Scheduled Report” tab for future reference.
You can view generated reports in the “Generated Report” tab
To configure “Call outcomes”:
Jodo Services setting < Configure < Call Outcomes
In the Call Outcomes module, there are two main choices: Status and Next Action. First, let’s talk about the Status part. Click on “Add Status,” and you can make a new status for your call outcomes. Just type in the status name you want, then click “Save” to add it to your list of statuses.
This simple method enables you to swiftly add personalized status options, effectively organizing your call outcomes.
Moving on to the Next Action section, the process is similarly straightforward. Click on “Add Next Action” to create a new action for your call outcomes. Here, you have two options to further specify your next action: adding the action itself and selecting the action type. After defining these details, hit “Save” to include the new next action in your list.
In short, these steps make it easy for users to handle call outcomes in the Call Outcomes module. You can customize and organize statuses and next actions to manage your calls more efficiently.
To configure Jodo Services Settings < Configure < Custom Configuration
Within the Custom Configuration card, users have the option to enable or disable various features related to callback request forms, appointment URLs, customer forms, and welcome forms
If the callback request form is enabled, users can select either a callback form or specify an appointment URL. For the appointment URL, users can input the desired URL. Additionally, users can choose to enable or disable the customer form. If enabled, users can select Jodo CRM for further customization. Similarly, users can enable or disable the welcome form.
Similarly, users can enable or disable the welcome form. If enabled, users can configure the welcome form, which is a subset of fields found in the customer form, such as mobile number, personal number, and first name.
Users can also select the widget trigger type, either auto-start or custom, and specify the widget starting time, with a maximum limit of 300 seconds.
Once all details are configured, users can save their settings to apply the changes effectively.
Process offers users comprehensive control over customizing and managing various forms and features within the Jodo platform.
Jodo provides “Jodo Services Settings” to configure account settings with various options.
To configure and create callback request form :
Jodo Service setting :
Jodo services setting < Configure < Call back request form.
Click on this card to access the default callback form template. Within the Call back request form section, you have the option to view the default callback form by clicking on the “view” button.
Additionally, you can customize your own template by clicking on the “add” button located on the right side of the default callback card.
Upon clicking the add icon, an exact replica of the default callback card will be generated as another card, offering options such as “delete,” “edit,” and “copy” for further customization and management of your callback form templates.
This step-by-step process ensures seamless navigation and customization of callback request forms within the Jodo Toolbar interface, empowering users to tailor their callback forms to their specific needs and preferences.
Once you’ve created your custom callback form template, you have the freedom to personalize it to your liking. You can assign a unique template name, add, delete, and rearrange input boxes as needed. After making your edits, simply save your changes by clicking the “SAVE” button. If you need to remove a custom card, you can do so with the delete button.
Additionally, you can easily duplicate your custom card using the copy button, which includes an auto-paste feature for convenience. This allows you to quickly create and modify similar templates to suit your requirements within the Jodo Toolbar interface.
Adopting a digital strategy for your Enterprise means removing legacy constraints of communications, and data/information delivery and provides rapid deployment models, allowing you – and your workforce – to become much more flexible.
The introduction of digital channels also brings with it many opportunities to redefine your business processes, business hierarchies, and management structures. You’ll soon realize that you’re no longer constrained to a geography or location – or device – or channel. Digitalization means being able to manage and conduct work and communications from anywhere in the connected world. You’ll also no longer be reliant on hardwired technologies – the information, data, and documents that you need to do your job are available from anywhere, at any time. All of that really does change the way that people work by allowing for changes reflecting real-time events and opportunities.
Digitization is also a very complex affair – which curiously makes complex things easier for you to achieve. Because of its modular design, you can take as much – or as little – as you need to begin your business transformation. The modules are pre-built and already exist in the cloud, so there are no lengthy deployment cycles – just simple migration paths to limitless provisions across the globe. Replacing legacy telephony for front and back offices takes just a few steps. Connecting to data storage in the cloud, providing a hierarchy of access controls takes minutes. Building and deploying your IVR menus takes hours – not weeks or months. Combining your customer or consumer channels across voice, video, media, and social media, connecting to your resources in any location, in any language becomes a series of steps, rather than a mass migration plan.
Digitization has helped to redefine business processes, by connecting and converting existing processes, allowing them to be streamlined. Where a legacy process may have needed a 12-step process across 3 systems – these can be integrated into a single stream, reducing complexity, applying more accuracy – and saving time.
Business hierarchies have more pertinent insights through digitization. Where legacy Business Intelligence (BI) dealt in volumes, aggregates, charts, and graphs – making – it difficult to interpret what is really going on – Management Information (MI) allows you to drill into specific events as if they had only just occurred. Over time, this allows you to create new structures around what is important to your enterprise – with new digital insights guiding you.
With new business hierarchies in place, the shape of your enterprise slowly begins to change, too. Where you had to focus on Service Levels and Key Performance Indicators in the past, you can have these served to you at any time – and you’ll have the means to address those in real-time, too. With tactical decisions more automated – and more commonplace, your business strategies can focus on growing rather than maintaining your Enterprise.
Click on the chat icon to start a chat conversation with a business resource.
Clicking on the chat icon will open a chat window.
Type in the chat bar and start your conversation with a business user from anywhere in the world.
Jodo Virtual Business Room(VBR) is an effective tool for giving product demo to the customer in real time. It allows an agent to set up an instant/scheduled meeting between customer and an expert sales executive/retailor.
To create a meeting, the agent uses the add meeting button and fills the details of the meeting like meeting name, meeting type, attendee list and meeting duration. The agent has the choice of starting a quick or schedule meeting type as per requirement. The agent can share the meeting link using various social media applications.
Scheduled and completed meetings can be seen under today’s, and upcoming tab. Custom dates can be selected using custom range tab. Calendar can be also used to schedule the meeting. Once the meeting is scheduled agent can start the meeting using the join button.
The user can join the meeting using the link received on their respective mail and social media accounts. Validation only happens using the email address present in the attendee list.
All meetings are recorded by default. However the agent has the option to pause/stop the recording if required. Recording playbacks are available in the completed meeting section. Jodo meet also provide the screen and document sharing functionality.
All participants can start their videos. If any participant has joined from the mobile they have the option to choose the front or back camera to give effective product demos.
To have better visuals user can maximize the video screen by using the maximize button.
Dashboard provides the statistics summary of agents meeting activity.
Comprehensive Historical Reports can be extracted for data analysis and future reference.
Users can be created/added/deleted through user management option.
These users can be added individually as well as bulk add option is available as a tool in this system.
Once user is created, roles and rights are assigned to these users through this system.
urther these users are associated to different user groups and these groups are then associated to the process while process configuration.
Field | Description |
---|---|
User Type | User Type shows the drop down for different type of users like administrator,teamleader,user,supervisor etc. This allows select the type of users which needs to be added in the system |
Status | Shows the active and inactive status of the user |
Bulk Add | Allows adding bulk users in the field.Bulk Add option saves administrator’s time in order to add more than one user at a time in the system |
Add | Allows adding new user. Enables creating a new user login for the system |
Date | Users can be searched based on From Date and To Date |
Search | Allows to search the system based on available filters like user type, status, from date – to date etc. |
Reset | The User can change the password by clicking on reset button corresponding to a user. |
Data Management is powerful module use to manage the whole customer data
Along with the various Data related to Calls and Call Data files. It contains all Calling related settings
It offers flexibility to change the Calling as per requirement
Business process standardization is an advantage and organizations strive to offer Uniform business processes globally for Internal and External stakeholders.
Jodo Admin allows the creation of different workflow steps/actions as templates that can then be used by multiple teams and users across the global operations.
Jodo allows you to create multiple business workflow templates as per the list below
Please note that the creation of a process requires the creation and/or application of a few mandatory workflow templates, namely Skill template, Field map template, Disposition template.
This is a powerful functionality which helps to control behaviour of entire system
It contains all basic settings of system
It offers flexibility to change the System settings as per requirement
System Configuration settings are done by Avhan based on the requirement of customer’s business need
The dashboard on the Jodo toolbar gives the detailed analytics of various media of user status summary and the calls managed for selected timeline or date range. The time scale changes dynamically.
The total handled interactions considers the various media through which the calls were handled.
This option allows us to create different roles and allocate Access Rights to these roles.
User groups can be associated to roles created, hence list of options in each function is displayed and Add, Edit, Delete and View rights can be assigned.
Field | Description |
---|---|
Add | Allows the user to create new Roles. |
Search | User can enter the Role name and search. |
Role Name | This defines the name of the role created. |
View | It will list the details of functional modules associated to the selected role. |
All | Shows all the defined Roles. |
Edit | Allows to Edit the existing role. |
Save As | Make a copy of existing role and save it with a different name. |
Delete | Allows to delete the configured role. |