Kuve Dialer
Overview The floor Campaigns Reports Wallboard Settings

Sign in required

Settings are only available to an administrator.

Add a phone system

Editing

Choose what Kuve should connect to.

Most PBXs ship a self-signed certificate. Leave this off unless you have installed a real one.

How the call centre is doing

Calls coming in to your queues, read from your phone system.

Why this matters

Kuve does not place these. Most of what stops a call centre answering is here rather than in the dialler.

Add a line

The route your calls go out on.

Why this matters

Watch the channel limit: when calls go out through your own phone system, each call uses two lines, not one.

What the PBX licence allows at once.
Operators throttle or block bursty callers.
Must be a number you own.

People

An agent's extension is the phone Kuve rings.

Why this matters

Without one, Kuve will not let them call at all — better than ringing the wrong phone.

Take the agent list from a phone system

Why this matters

One wrong digit and the call rings nobody, so reading them is safer than typing them.

The same one for everybody created now. They should each change it after signing in.

Add someone

Editing
The phone Kuve rings when they click to dial.
Lets their CRM dial as this person.
Optional. For sign-in codes.
Administrators take no calls, so they need no extension. Give them an Agent account too if they should dial.
Tick none and they work whatever is running.

Email notifications

Email when something needs your attention.

Why this matters

Messages wait in a queue and go out afterwards, so a mail server being down never slows dialling.

Sent as an Authorization header.
Kuve sends the message as JSON, with to, from, subject, text and html. Your web address then emails it. Use this if this server cannot send mail — most hosting companies block it unless you ask them not to.
Use a domain you already send mail from, or it lands in spam.
Separate several addresses with commas.

Text messages

Sign-in codes by text.

Why this matters

The code is emailed as well, every time — a text that does not arrive must not lock anybody out.

Must be one your SMS account is approved to send from. Press Check to find out.

Read lists from the CRM

A campaign fills itself from your CRM instead of a spreadsheet.

Why this matters

This is Kuve calling the CRM. The API keys on the Integration tab are the other way round — the CRM calling Kuve.

The part every address starts with. The rest goes on the campaign.
Usually Authorization.
Most systems want the word Bearer in front of the token.

What its fields are called

Which field holds the phone number.

Why this matters

Get this wrong and the campaign comes out empty with no error anywhere. Press Test — it checks exactly this.

Sent back with the result so the CRM knows which record the call was about.
Separate with commas. These appear on the agent's screen while they are talking to the person.

How the CRM hands over long lists

Leave blank and press Test — it says what it found.

Leave blank if the answer is a plain list.
Blank if it counts pages instead.
Kuve stays under this.

Write the result back onto the record

Optional. Kuve updates the record after each call.

Why this matters

Leave blank to send nothing — the Integration tab can post results to a web address instead.

Try it

Kuve reads five records. Nothing is imported.

Dialling limits

The rules Kuve holds itself to.

Why this matters

Every campaign works inside these. A campaign can be stricter, never looser.

Set when Kuve was installed

Changing these means restarting Kuve.

Why this matters

Two of them are passwords, which should never be shown in a browser. Whoever installed Kuve can change them.

How Kuve hears what is happening

Kuve has to know the moment an agent picks up or hangs up. Each phone system tells it differently.

API keys

Lets your CRM place calls through Kuve.

Tick only what that system needs.
Why this matters

A key that can only make calls cannot change your settings, even if somebody steals it.

Send call results to your systems

Kuve posts every call result to these addresses.

Why this matters

If one is down, Kuve keeps trying and never slows dialling.