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Practical VICIdial guides

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35Carriers & SIPCarrier setupAdd and test a VICIdial SIP carrierPrepare a provider-specific carrier record, check the loaded PJSIP objects and route, and run one authorized test call.Step-by-step guide · 3 min26Automate tasksSchema decision frameworkAdd and verify a VICIdial test custom fieldCreate a field on a disposable list and verify its value on a test lead before planning an integration.Understand the basics · 2 min43VICIdial & agentsInbound + Outbound, One AgentAllow a campaign agent to receive inbound callsEnable inbound for LAB01 and make SALESDEMO available to test agent learner1.Step-by-step guide · 2 min41VICIdial & agentsInbound routingBuild a test IVR call menuCreate DEMOIVR, route digit 1 and fallback options, then point a test DID at it.Step-by-step guide · 3 minFO3Reports & resultsReports · agent activityCheck a VICIdial agent report before comparing KPIsRun User Stats for one agent, match a known call and document the scope of each measure.Step-by-step guide · 1 minF07Carriers & SIPStart here · foundationsCheck DNS, addresses and TCP listenersResolve an approved host, inspect its listening port and identify the next network check.Step-by-step guide · 2 minF09Carriers & SIPStart here · foundationsCheck SIP signaling and RTP audio in VICIdialSeparate SIP signaling from RTP audio, then inspect a phone or carrier using the correct Asterisk driver.Step-by-step guide · 2 min18Automate tasksVICIdial APIsCheck VICIdial Non-Agent API accessCheck the version endpoint and use a protected user-details request against a synthetic user to verify access.Step-by-step guide · 3 min24Running your systemMedia security designCheck VICIdial recording access and retentionLocate a test recording and confirm access, storage and retention responsibilities with their owners.Understand the basics · 2 minFO2VICIdial & agentsCampaign operations · hopperCheck why the campaign hopper is emptyTrace list, status, call-time and campaign gates before considering a hopper reset.Fix a problem · 2 min21VICIdial & agentsVICIdial FundamentalsChoose and verify a VICIdial dispositionSelect the right disposition for a test call and verify its effect on the lead and reporting.Understand the basics · 2 min16Automate tasksAPI boundariesChoose the VICIdial Agent or Non-Agent APIIdentify whether an operation targets an agent session or an administrative record, then verify the specific function in your installed reference.Step-by-step guide · 2 min42Running your systemInbound queue tuningConfigure an inbound queue and its exitsReview agent selection, call time, no-agent behavior and timeout destinations for SALESDEMO.Step-by-step guide · 3 min36VICIdial & agentsCampaign setupCreate a campaign and attach a listCreate LAB01 and list 90001, then permit an existing test agent’s group to use the campaign.Step-by-step guide · 2 minOPSRunning your systemPractical guideCreate a VICIdial backup before maintenanceInventory the database, configuration and recordings; create and check a private backup during an approved window.Step-by-step guide · 2 min47Phone system (Asterisk)Media path diagnosisFind the failing leg of a VICIdial audio problemUse a controlled comparison to distinguish endpoint, network and carrier media problems before changing codecs or timing.Fix a problem · 2 min01VICIdial & agentsProduction checklistFind why a VICIdial agent is not dialingFind the first blocked gate between an agent, campaign, eligible list and hopper before changing dialing settings.Fix a problem · 3 minFB2VICIdial & agentsAgent login · phone credentialsFix a VICIdial phone login rejectionDiagnose the initial phone-login rejection using the assigned station record and its Active Account field before changing the agent password.Fix a problem · 3 minOPSRunning your systemPractical guideInspect HTTPS and TLS for VICIdialCheck name resolution, the presented certificate and an HTTPS response from an approved client.Step-by-step guide · 1 minF05Running your systemStart here · foundationsInspect Linux services and logs for VICIdialUse systemctl and journalctl to inspect the affected service and incident window without restarting it.Step-by-step guide · 1 min19Running your systemDatabase referenceInspect the VICIdial database and trace a test leadFind the configured database, inspect its tables and engines, and trace a test lead to its list and campaign using read-only queries.Understand the basics · 2 minOPSRunning your systemPractical guideInvestigate VICIdial performance without guessingCollect a time-bounded baseline for CPU, memory, disk, services and the database before changing configuration.Step-by-step guide · 2 min04Phone system (Asterisk)Recording integrityInvestigate VICIdial recordings associated with multiple callsCompare two controlled test calls and preserve their recording evidence before proposing a change.Fix a problem · 2 min37VICIdial & agentsBeginner pathLoad and verify leads from a CSVPrepare a synthetic CSV, map its fields into list 90001 and verify the loaded record.Step-by-step guide · 3 min38VICIdial & agentsFirst-call walkthroughPlace and disposition a VICIdial test callSign in with a provisioned station and agent, make one approved test call, and save its disposition.Step-by-step guide · 2 min44VICIdial & agentsAgent trainingPractice the VICIdial agent call workflowPractice the agent sequence from login to disposition, including supervised transfers and callbacks.Step-by-step guide · 2 min40VICIdial & agentsInbound RoutingRoute a test DID to an in-groupCreate SALESDEMO, route a test DID to it and check campaign and agent access.Step-by-step guide · 3 minFO1VICIdial & agentsAgent workflow · callbacksSchedule an agent-only VICIdial callbackEnable and verify an agent-owned test callback, then retrieve it through the assigned agent's screen.Step-by-step guide · 2 min33Reports & resultsScope and audit disciplineScope and check a VICIdial User Stats reportFilter User Stats for a test agent and reconcile one known call before comparing report or wallboard totals.Understand the basics · 2 min39VICIdial & agentsPacing and dial levelSet a campaign dialing modeInspect MANUAL, RATIO and adaptive settings and plan a supervised pacing test.Step-by-step guide · 2 minTELCarriers & SIPPhone and browser audioSet up and check a VICIdial phone or WebRTC stationCreate a station for the assigned server, distinguish its credentials, and check the browser and PJSIP path before making an authorized test call.Step-by-step guide · 3 min34Running your systemFirst loginSign in to VICIdial Admin and AgentOpen the Admin and Agent screens and identify which credentials each form asks for.Step-by-step guide · 2 min13Automate tasksAgent APITest a VICIdial Agent API requestPrepare an idle test agent and request its queue count using the documented Agent API, then interpret the response.Step-by-step guide · 2 min09Automate tasksIntegration patternsTest VICIdial API automation safelyDefine a request, verify one test operation and reconcile an ambiguous response before retrying.Understand the basics · 2 min12Phone system (Asterisk)Asterisk Telephony EngineTrace a VICIdial call through the Asterisk dialplanTrace a single authorized test call through the actual Asterisk context and extension before editing any generated configuration.Understand the basics · 2 minXFRVICIdial & agentsAgent operationsTransfer a VICIdial call with a supervised consultUse the configured Transfer-Conf controls to consult an approved recipient, complete the handoff, and recover if the recipient cannot answer.Step-by-step guide · 2 minOPSRunning your systemPractical guideVICIdial SVN upgrade: the 3968 to 4037 lab caseFollow the observed upgrade from SVN 3968 and schema 1736 to SVN 4037 and schema 1748, including preparation and verification boundaries.Step-by-step guide · 3 min