Advanced Training: Admin


JabberDog is's automated voice message broadcasting system, giving users the ability to send a pre-recorded audio message over the phone to any specified list of names in the system.

The trick to using JabberDog effectively goes back to the database—if you're comfortable navigating and searching the database, using JabberDog will be a snap.

The basic process to use Jabberdog is:

  1. Create the message you wish to broadcast and upload it to the dialer servers (this is done through the Voice Message Manager).
  2. Compile a list of names to which you'll send your message. This can be done by:

    • Running a database search directly from the object tab in the CRM
    • Compiling a list from an existing Dialer Initiative
    • Using an ELF campaign to trigger a voice message broadcast at varying intervals.
  3. Set the broadcast parameters for that list.
  4. Set the report tracking parameters for the broadcast.
  5. Start the broadcast, and watch for the results.

Creating Lists

From the Leads/Contacts Tab

Any valid database record with a current phone number can be a potential JabberDog recipient.

Start by going to the object tab of your choice, and run an Advanced Search to narrow down the list of records.

At that point, you can go through your list results and choose a select group to receive the broadcast by clicking the checkbox to the left of the record names in the list, as shown (this may require updating the Results Per Page feature in your database search). Or, if you want to send the broadcast to everyone in your list of results, simply click the Start JabberDog button in the lower right corner of the screen, and you'll be given the option to send the broadcast to everyone in your current search results.

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From a Dialer Initiative

This option is straightforward. Go to the Admin tab >>> Dialer Initiatives tool, and choose the Initiative on which you'd like to base your broadcast.

In the Actions links for each initiative, you'll see an action for JabberDog. When you click the link, the system will compile a list of names based on what's currently in the Initiative Queue and prepare to send a JabberDog broadcast to it.

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The ELF gets covered in more detail in its own section, but any record that gets enrolled into an ELF campaign can have a JabberDog message sent to it as part of the ELF's standard action intervals.

Setting up the Call Parameters

The JabberDog set up options are fairly straightforward; you'll establish basic outbound and inbound behavior, and then the call schedule. Consult the screenshot and table below for more details.

After setting up all of the options, you can Save and Activate the list immediately, or simply save the Jabberdog and manually start it later. To start a list at a later time, you'll need to access the Jabberdog reports (more on that after the table).

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Option Description
Instance Name Give your call list a concise yet descriptive name. This can make a difference later on when running reports, so err on the side of clarity.
Phone Field Specifies which of the phone fields in the record Layout you want the JabberDog to call. Each JabberDog instance can only target one phone field. If there's any question about which to use, stick with the main/default Phone field.
Caller ID This is what will appear as the caller ID on recipients' phones. For legal purposes, this must be a valid phone number to reach you.
Ring Timeout Determines how long the phone will ring before the JabberDog drops the call and moves on. Decide whether you want to reach voicemail or not.
Intro Message The intro message is a precursor message to the main message. The difference between the two is that the intro message has no user interactivity options (press 1, press 2, press 9).
Main Message The primary message recording. Allows for user interactivity options:
  • Pressing [1] connects a live caller back to an agent, specified in the Response Behavior options. This is optional
  • Pressing [2] sends an email template to the record, if there is an email address captured in their information. This is optional
  • Pressing [9] flags as Do Not Call status. This is mandatory
Response Behavior Outlined in the last cell, the only choices to make are the return number (like a toll-free line or office number), or if you are using the IVR system, you can send them back to an IVR.
Number of Ports This specifies how many JabberDog lines will be dialed simultaneously. Please note that this is limited by the number of Flex Port licenses you have in your Billing system. You'll need enough Flex Ports for your JabberDogs, live inbound calls taken through ACDs, and for leaving voice messages when using the outbound PowerDialer.
Call on Days Should be self explanatory. You can configure whether to call on weekends, for example.
Call Between Other than choosing the actual recording to use, this is the most important JabberDog setting. The thing to remember is that the JabberDog uses a static list of records, like a Static Dialer Initiative. It doesn't know the time zone locations for call recipients; all it knows is that there's a name in the list, and it has been instructed to call it.

Thus, unlike Dynamic Dialer Initiatives where the system can manage our time zone calling areas for us, you need to be prudent in setting up these options for JabberDog. Remember, by law, it is illegal to call before and after certain times of the day, depending on the nature of the names of your list. We must leave it to you to be aware of the regulations where you'll be dialing. Err on the side of caution on this setting.

JabberDog Reports

To monitor progress, or make configuration changes to JabberDog instances, use the JabberDog reports located in the Reports tab in the LMP.

There are three main reports to look at:

  • JabberDog Report
  • JabberDog Progress Report
  • JabberDog Details

The Basic JabberDog Report

This report tracks basic metrics of progress and responses, and allows you to Activate and Deactivate your Jabberdog instances. If you need to stop a currently running Jabberdog, or start one that you saved, this is the place to do it.

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JabberDog Progress Report

This report serves two functions:

  • To show large batch data for entire blocks of instances at once
  • Allow Sysadmins to make changes to a particular instance after it has been started.

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For example, if you wanted to change the recording being used by a particular instance, you'd first stop the instance from running, then come to the JabberDog Progress Report to update its parameters.

To update any Jabberdog, click the hyperlink of the instance name, and you'll be immediately taken to the editor screen.

JabberDog Details

The Details report shows specific call responses for individual records on the given dates and times they were called.

This report is typically used to drill down on particular calls, to track time logs and responses.

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Release Notes

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