Getting Started Resources

Get access to all the documents, videos and links to help you and your team get started with ReadyMode.


Getting Started Resources


Administrator Resources


Agents Resources


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.

Getting Started Checklist

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.  


Live Webinars


Getting Started with ReadyMode Webinar

  • Getting Started with ReadyMode - Registration Page
  • Currently on Tuesdays @ 10am PT/1pm ET and Thursdays @ 12pm PT/3pm ET.
  • This is a Basic Onboarding webinar for you to get oriented with the ReadyMode system. The main goal for this session is to get you set up and dialing as soon as possible. The presentation will be approximately 45-minutes and followed by a Q&A session.
  • A recording of the session is provided to all registered.


Reports with ReadyMode Webinar

  • Reporting with ReadyMode - Registration Page
  • This session is currently held every other Wednesday @ 11am PT/2pm ET.
  • This is a webinar to provide an overview of Reports in ReadyMode. The main goal for this session is for you to be able to start monitoring and measuring your success! The presentation will be approximately 45-minutes and followed by a Q&A session.
  • A recording of the session is provided to all registered.


Optimizing ReadyMode - Group Session

  • Optimizing ReadyMode - Registration
  • This session is currently held every other Wednesday @ 11am PT/2pm ET.
  • Have you got specific questions or want to learn about ways to optimize and maximize your success using ReadyMode? In this 60-minute small group session, your Success Manager will share the Top 10 Optimization Tips and discuss best practices and solutions to common (and uncommon!) questions. 
  • Attendance for each Optimizing ReadyMode session is limited to 5 customers.
  • A recording of the session is provided to all registered.


Recorded Webinars


Getting Started with ReadyMode Video (1 hour)

This is a recording of one of the recent Getting Started webinars.


Reporting in ReadyMode Video (1 hour)

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


Dialer Report Video (5 min)

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.


Call Log Report Video (5 min)

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.


Agent Report Video (4 min)

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.

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