Basic VICIdial Configuration for New Users

Basic VICIdial Configuration for New Users

VICIdial is a robust open-source autodialer used by call centers worldwide. This guide will help you perform the basic post-install configuration so you can quickly start running campaigns and taking calls.

Prerequisites

• VICIdial must be installed and accessible via the web interface (see installation guide).
• You have admin access to the VICIdial web panel.

Step 1: Log in to the VICIdial Admin Panel

• Open your browser and go to your VICIdial server’s IP (e.g., http://192.168.1.2/vicidial/admin.php).
• Login with your admin username and password.

Step 2: Change Default Passwords

Immediately change the default admin password for security.

1. Go to Admin > Users.
2. Edit the default admin user (usually 6666 and password 1234).
3. Set a strong new password and save.

Step 3: Set Timezone and System Settings

1. Go to Admin > System Settings.
2. Set your correct timezone.
3. Configure system options as needed for your country and call center needs.

Step 4: Configure Carriers (SIP Trunks)

To make and receive calls, configure at least one carrier.

1. Go to Admin > Carriers > Add A New Carrier.
2. Fill in your VoIP provider’s SIP settings.
3. Example (replace with your provider details):

4. Click Submit and then Reload to apply.

Step 5: Add Phones (Agent Extensions)

1. Go to Admin > Phones > Add A New Phone.
2. Create a phone (extension) for each agent.
3. Assign a password and SIP protocol (SIP recommended).

Step 6: Add Users (Agents)

1. Go to Admin > Users > Add A New User.
2. Assign a user ID, password, and level (agent = 1, admin = 9).
3. Assign the phone extension created earlier to each user.

Step 7: Set Up Campaigns and Lists

1. Go to Campaigns > Add A New Campaign.
2. Configure campaign options (dial method, caller ID, etc.).
3. Add a new list and upload leads (CSV with phone numbers).

Step 8: Test Calls

• Log in as an agent (use the phone and user credentials).
• Join a campaign.
• Place a manual or auto call to test setup.

Best Practices

• Always change default passwords.
• Use static IP for your server.
• Regularly backup configuration and data.
• Keep your VICIdial system updated.

Troubleshooting Tips

• No audio: Check firewall, NAT, and SIP settings.
• Can’t log in: Reset passwords or check user/phone setup.
• Call not connecting: Verify carrier and SIP configuration.

Next Steps

Explore advanced VICIdial features:

• Call recording
• Disposition management
• Real-time reporting
• Agent performance tracking

For more help, visit the VICIdial forums or see the full installation guide.