OnePage Documentation

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Features

Easy Installation:

Ready scripts for developers to use with HTML / PHP / WordPress platforms. The Jodo Live chat/call button can be set to appear as per your design requirements , by default it will appear at the right bottom of your website’s page upon integration of this script.

Multilingual:

Jodowidget supports multiple Indian as well as well known global languages and allows to communicate with predefined UI language. It is easy to add new languages.

Multiple devices supported:

Jodowidget supports different UI form-factors like mobile / desktop / full screen layout options as required for integration.

Sharing data while on call:

Using Jodo “Documentpush” and to share images, audio or video files and documents while on call. You and your customers could even annotate on the same data and save it for references.

Communication Transcript :

Customer can request the communication transcript on mail after completion of conversation with agent and if there is communication with voice channel the recording of voice communication can also be retrieved from transcript mail.

Callback Functionality:

Customer can request callback in case of non working hours or available agent is busy on another call or no agent is available to receive a call. An appropriate message will be populated on customers screen for such scenarios with configurable form fields to set callback.

Reconnect Functionality:

If the media connectivity for voice or video is dropped due to inconsistent network strength or other network issues. The customer can resume the voice or video session with same active agent.

Bandwidth wise fallback mechanism:

If there is network issue while video call or there is poor bandwidth for video session to continue, the video session will end and voice session will continue.
If there is network issue while voice call or there is poor bandwidth for voice session to continue, the voice session will end and chat session will continue. User can reconnect the voice / video media after having enough bandwidth for voice / video and it is indicated by bandwidth indicator.

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Jodo Master Deck

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about Jodo Service Key and API Key

FAQ

What is Service key?
(A) ProcessUniqueidentifier is the

Articles

Jodo Service Key and API Key FAQ

What is the Service key?

(A) ProcessUniqueidentifier is the Service key and every process has this service key value.
What is an API key?

(A) OrgUniqueidentifier is the API Key and every Organization has this API key value.
I don’t have the Service key. What should I do?

(A) You can find the service key from Process Configuration in Jodo Admin.
I don’t have an API key. What should I do?

(A) You can find the API key from Organization Configuration in Jodo Admin.
Can I change my Service key?

(A) No. You cannot change your service Key, This functionality is currently not available.
Can I change my API key?

(A) No. You cannot change your API Key, This functionality is currently not available.
Can I share my API key?

(A) No. The API key is linked to your billing. If shared there may be misuse.
Can I share my Service key?

(A) No. Service Key is unique to identify your service. If shared, you may experience unexpected behavior.
What is CRM Uniquefield?

(A) It is a unique field that is used to identify Customers for e.g. can be policy no, Aadhar Card no, PAN no, Social Security Number, Account Number, Customer Code, etc. It is used to identify unique customers in business applications.
Can we Import Multiple Records in a single request?

(A) Yes. You can Import multiple Records in a single Request.
What is Process ID?

(A) Jodo World generates a Unique ID for Each process that is required to pass various API calls.
How do I find/know my Process ID?

(A) Customers can get Process ID from Jodo Admin.
Do I need a user ID & password to access API Server?

(A) No. In the Current version, users don’t need a User ID and password to access API Server. A unique key is required to access API.
Is it necessary to pass all parameters while invoking API?

(A) For Each Request mandatory and optional Fields are documented (Refer to input parameter Table)
What is the time format I should use to pass date time in API?
(A) API accepts date & time in yyyy-MM-dd HH:mm:ss format.
Do I need to change my application if you release a new API?

(A) No. In most scenarios APIs are downward compatible. We publish a bulletin if applications need to be upgraded.
What should I do to add a new Call Type?
(A) User can not add a new call Type. Call Types are internal to Jodo.
What should I do to add a new Media Type?
(A) User can not add a new Media Type. Once new media is added to the Jodo platform, it will be made available.
I am getting an unexpected response. What should I do?

(A) Contact the Avhan Support Team.
Can I pass data in different languages?

(A) Yes. JODO Services is Multilingual and users can pass data in different languages.
Our application support localization. Can I use your API to store data?

(A) Yes. JODO Services are Multilingual., Users can use API to store data in desired languages.
API call returns success, but the call is not getting dialed

(A) Check if the time template is configured, the contact is selected, the process is active, and the user is logged in.
When I try to save the call disposition, I get an invalid status response.

(A) Refer Output parameter table according to the Request. Different status codes are provided to identify the issue
My request to save disposition is successful, but the agent status remains the same.

(A) Check if auto-available is configured for your process/account.
My status is not changed even though the interaction got over

(A) 1) Check whether save API is called or not
2) Check if there is any error while calling the save API
How do I pass the phone number to API? Should I prefix 0? Should I prefix the country code?

(A) 1). Users can pass phone numbers to API, phone number range must be a minimum of 3 and a maximum of 16 digits (Refer to input parameter table).
2) for international contact number country code is mandatory.
Can I schedule a call request to dial after a year?

(A) Yes, the User can Schedule a call request to dial after a year or as per requirement, depending upon min and max date value that is configured. It also means that your subscription must be valid.
⦁ Can I schedule backdated call requests?
⦁ No. The user cannot schedule back-dated call requests.

Transform business processes, hierarchies, and management structures

Adopting a digital strategy for your Enterprise means removing legacy constraints of communications, and data/information delivery and provides rapid deployment models, allowing you – and your workforce – to become much more flexible.

The introduction of digital channels also brings with it many opportunities to redefine your business processes, business hierarchies, and management structures. You’ll soon realize that you’re no longer constrained to a geography or location – or device – or channel. Digitalization means being able to manage and conduct work and communications from anywhere in the connected world. You’ll also no longer be reliant on hardwired technologies – the information, data, and documents that you need to do your job are available from anywhere, at any time. All of that really does change the way that people work by allowing for changes reflecting real-time events and opportunities.

Digitization is also a very complex affair – which curiously makes complex things easier for you to achieve. Because of its modular design, you can take as much – or as little – as you need to begin your business transformation. The modules are pre-built and already exist in the cloud, so there are no lengthy deployment cycles – just simple migration paths to limitless provisions across the globe. Replacing legacy telephony for front and back offices takes just a few steps. Connecting to data storage in the cloud, providing a hierarchy of access controls takes minutes. Building and deploying your IVR menus takes hours – not weeks or months. Combining your customer or consumer channels across voice, video, media, and social media, connecting to your resources in any location, in any language becomes a series of steps, rather than a mass migration plan.

Digitization has helped to redefine business processes, by connecting and converting existing processes, allowing them to be streamlined. Where a legacy process may have needed a 12-step process across 3 systems – these can be integrated into a single stream, reducing complexity, applying more accuracy – and saving time.

Business hierarchies have more pertinent insights through digitization. Where legacy Business Intelligence (BI) dealt in volumes, aggregates, charts, and graphs – making – it difficult to interpret what is really going on – Management Information (MI) allows you to drill into specific events as if they had only just occurred. Over time, this allows you to create new structures around what is important to your enterprise – with new digital insights guiding you.

With new business hierarchies in place, the shape of your enterprise slowly begins to change, too. Where you had to focus on Service Levels and Key Performance Indicators in the past, you can have these served to you at any time – and you’ll have the means to address those in real-time, too. With tactical decisions more automated – and more commonplace, your business strategies can focus on growing rather than maintaining your Enterprise.

Jodo VBR Brochure

Meeting Recording

Once the meeting room has started, recording will start by default.

Recordings will be retained for a month and can be played back for

quality or training purposes. The agent has the option to pause and

restart recording at any point of time during the meeting

Online Overview

Cloud Digital Workplace Technology Framework

User Creation

Users can be created/added/deleted through user management option.
These users can be added individually as well as bulk add option is available as a tool in this system.
Once user is created, roles and rights are assigned to these users through this system.
urther these users are associated to different user groups and these groups are then associated to the process while process configuration.

Field	Description
User Type	User Type shows the drop down for different type of users like administrator,teamleader,user,supervisor etc. This allows select the type of users which needs to be added in the system
Status	Shows the active and inactive status of the user
Bulk Add	Allows adding bulk users in the field.Bulk Add option saves administrator’s time in order to add more than one user at a time in the system
Add	Allows adding new user. Enables creating a new user login for the system
Date	Users can be searched based on From Date and To Date
Search	Allows to search the system based on available filters like user type, status, from date – to date etc.
Reset	The User can change the password by clicking on reset button corresponding to a user.

Data Management Overview

Data Management is powerful module use to manage the whole customer data
Along with the various Data related to Calls and Call Data files. It contains all Calling related settings
It offers flexibility to change the Calling as per requirement

Jodo Workflow Templates Overview

Business process standardization is an advantage and organizations strive to offer Uniform business processes globally for Internal and External stakeholders.
Jodo Admin allows the creation of different workflow steps/actions as templates that can then be used by multiple teams and users across the global operations.

Jodo allows you to create multiple business workflow templates as per the list below

Please note that the creation of a process requires the creation and/or application of a few mandatory workflow templates, namely Skill template, Field map template, Disposition template.

System Configuration

This is a powerful functionality which helps to control behaviour of entire system
It contains all basic settings of system
It offers flexibility to change the System settings as per requirement
System Configuration settings are done by Avhan based on the requirement of customer’s business need

Jodo D2C - Work from Home

jodoLink Use Cases

jodoLink can be used in almost any aspect of business operations. Please review below a few of the Use Cases

How to add jodoLink in Word documents

How to add jodoLink in QR code

jodoLink in Business Document

jodoLink transform emails

Add jodoLink in PDF

Add jodoLink in Excel sheets

Add jodoLink to twitter

Add jodoLink in Linkedin

Add jodoLink in Facebook

Steps to embed the jodoLink in Whatsapp

Add jodoLinkin yahoo mail

Add jodolink in Apple mail

Add jodoLink in Outlook

Add jodoLink in Gmail

jodoLink in Business Document

Step1– Open your Word document.
Step2- Click on the Insert icon
Step3- Select the link option. Enter the appropriate information. In the address field copy/type your jodoLink URL. Click on Insert.
Your jodoLink is now embedded in the Word document.
Any person reviewing/reading the document can connect with you by simply clicking on jodoLink

jodoLink transform emails

To add jodoLink in your email signature simply select your name, right-click and choose Hyperlink. Add your jodoLink in the web address field and click on OK.

Note:- The procedure may vary depending on the email clients

Add jodoLink in PDF

Step 1. Open Microsoft Word and import the PDF file in which you need to add your jodoLink.

Step 2. Now, select the phrase or sentence where you need to add jodoLinks.

Step 3. Go to “Insert” > “Link” option.

Step 4. Enter the jodoLinks URL in the address field. Click on Insert.

Step 5: Save the document and export it to PDF format.

Add jodoLink in Excel sheets

Step 1. Open the Microsoft Excel file to which you want to add your jodoLink.

Step 2. Select the cell to insert the jodoLink.

Step 3. Go to “Insert” > “Link”- the window will pop up to Insert Hyperlink.

Step 4. Enter the jodoLink URL, Click OK, and save the change.

Add jodoLink to Twitter

Step 1. Log in to your Twitter account.

Step 2. Click on the text box

Step 3. Type the text that you want to include in the Tweet.

Step 4. Type/Copy – Paste the jodoLink URL in your tweet message.

Step 5. Anyone who reads your tweet can click on the jodoLink to connect with you.

Add jodoLink in LinkedIn

Step 1. Log in to your LinkedIn account.

Step 2. Click on the Post and get inside the text box.

Step 3. Type the text that you want to include in the Post.

Step 4. Type in the URL for the hyperlink that you want to include, starting with the “HTTP://” prefix. If you have the URL open in a Web browser, highlight it, press “Ctrl” and “C” simultaneously, then click inside the Linkedln text box and press “Ctrl” and “V” at the same time. This will copy and then paste the link.

Step 5: Click on the Post and the link will be posted.

Add jodoLink in Facebook

Step 1. Log in to your Facebook account.

Step 2. Click on Post, and write your message in the text box

Step 3. Add the jodoLink URL in your message.

Step 5: Click on the Post and the link will be posted.

Steps to embed the jodoLink in WhatsApp

Step 1. Log in to your WhatsApp.

Step 2. Click on the Status and get inside the text box

Step 3. Type the text that you want to include in the Post.

Step 4. Type in the URL for the hyperlink that you want to include, starting with the “http://” prefix. If you have the URL open in a Web browser, highlight it, press “Ctrl” and “C” simultaneously, and press “Ctrl” and “V” at the same time. This will copy and then paste the link.

Step 5: Click on the allow at the down and the link will be posted.

Add jodoLink in Yahoo mail

Step 1: Sign in to Yahoo Mail.

Step 2: Click the “Compose” button near the top left side of the page.

Step 3: Select words to add jodoLink and highlight the text.

Step 4: While the selected text is highlighted, click on the link icon on the bottom toolbar. This will bring up the “Link Options” window. Under the “Edit link” field, type in your jodoLink URL.

Step 5: Click the “OK” button to exit the “Link Options” window. Your jodoLink will appear on your email as highlighted in blue text. Send your mail.

Step 6:Clicking anywhere within this hyperlink will connect the user to you.

Add jodoLink in Outlook

Step 1: Sign in to Outlook mail.

Step 2: Click on the new email message in which you want to insert your jodoLink. Select the text or image you want to use for the link.

Step 3: Go to the Insert tab. Click on the link icon on the top of the toolbar. This will bring up the “Link Options” window. Under the “Address” field, type in the URL of your jodoLink.

Step 4: Click on the “Insert” option and the link will be embedded in your mail.

Add jodolink in Apple mail

To add JodoLink in your email simply select your name, Right-click on the insert link icon and choose hyperlink, and add the JodoLink to it.

Note:- The procedure may vary depending on the email client.

Add jodoLink in Gmail

To add jodoLink in your Gmail simply select your Name, Right-click on the insert link icon, choose hyperlink and add the jodoLink URL to it.

Access Rights

This option allows us to create different roles and allocate Access Rights to these roles.
User groups can be associated to roles created, hence list of options in each function is displayed and Add, Edit, Delete and View rights can be assigned.

Field	Description
Add	Allows the user to create new Roles.
Search	User can enter the Role name and search.
Role Name	This defines the name of the role created.
View	It will list the details of functional modules associated to the selected role.
All	Shows all the defined Roles.
Edit	Allows to Edit the existing role.
Save As	Make a copy of existing role and save it with a different name.
Delete	Allows to delete the configured role.

Jodo Integration with Business App

Jodo integration with LMS / business app helps to bring in all telephony functions within the business app thereby eliminating the need to toggle between multiple apps.
Jodo provides you the flexibility for users to work anywhere in the world.

How to create user

Quality Management

This module is used to pull out recordings.
Date and Process selection is mandatory.
Recordings of specific users can be pulled out using Group Selection tab.
Parameter tab is used to pull-out a particular recording by entering CLID, DNIS, Extension.

Field	Description
Filter Name	Displays all the Templates which are created.
Create Date Time	Provides information when the Template was created.
Last Accessed Date Time	Displays the date when QA Template was last accessed.
Organization Name	Display the Organization Name to which the template is associated.
Process Name	Displays the Process Name for which the Template is created.
User Name	Displays the User name who have Last accessed the Template.
Edit	Allows to Edit the existing created Template.
Delete	Delete the Template which is created.
From Date	Recordings can be searched starting from this selected date.
To Date	Recordings can be searched upto this selected date.
Process	The user can search recordings associated to a particular process or all processes .

Click here to watch the video

Online Overview

Field	Description
Port Summary	Port Summary Graph shows the number of ports which are busy – utilized by the system and number of ports idle with the system so that idle ports can be utilized. (*Note Clicking on Port summary will direct to the Port Summary Page)
Last Refreshed	The time the data was reloaded on the page.
Idle	These are the number of ports which are not used by the system.
Busy	These are the number of ports which are used by the system.
Queue	Queue drop down allows to select the queue for which the information needs to be displayed.
Process ACD	Automatic Call Distributor is termed as Process ACD. It shows the information of all the calls handled by the ACD. (*Note Clicking on Process ACD will direct to the Process ACD Page)
Total Process ACD Counts	Total Calls offered are the number of total calls came in the ACD.
Total Calls Offered	In Call Offered: Total inbound call counts . Out call offered: Total outbound call done
Total Calls Answered	In call Answered: Total inbound call answered to the inbound call hits. Out call Answered: Total outbound call answered to the outbound call done.
Agent Information	Agent Information Graph shows the details of the Agents in the selected process. (*Note Clicking on Agent Information will direct to the Agent Information Page)

Online Overview gives a graphical view of all the agent activities.
It shows the Port Summary graph, Process ACD Graph, and Agent Information Graph on real-time basis.
This information is refreshed every 2 seconds in order to give the exact overview of all the processes and their users.

Overview of Jodo report tools

Avhan Report module provides an easy-to-use GUI to retrieve the standard reports in addition to customize reports with different filter criteria listed below
•Agent Range
•Dialer Range
•CRM
•Digital
•Social

Service SLAs

Terms-and-Conditions-of-Service

Purge and Archive data

What is Jodo BPP ?

Jodo BPP (Business Personal Profile), a feature within JodoWorld© framework suite, is a method of secure, browser-based, value-added live communication from an organisation’s own webdomain page, between an authenticated individual user of an organisation and their customers\ prospects, etc..
So Jodo BPP service provides a 2-way fully-digital communication between an organisation and their customer – using a front-end business webpage on their domain, of their authorised user (for customer-side) and a back-end

login to Jodo Toolbar by the same user.

JodoLink - D2C Global Business Communications

INSTANT Digital communications – for the “Connected” business world. Jodo Link is a service that provides 2-way LIVE Video / Audio / Chat communication between Customers and business users Globally.

Start Voice, Video, or Chat conversations with business users directly
Maintain a record of all conversations

You can embed jodoLink in:

Email Signature
QR code
Any document (word, pdf, etc.) or presentation
Videos

Jodo WidgetAPI

Jodo WidgetAPI Quick setup Note

Chat from widget:

jodoChat(”,”,”,”)

Optional Parameters: ‘,”,”

Example: jodoChat(‘english’,”,”,”);

Voice call from Widget

jodoChat(”,”,”,”)

Optional Parameters: ‘,”,”

Example: jodoChat(‘english’,”,”,”);

Video call from Widget

jodoVideo(”,”,”,”)

Optional Parameters: ‘,”,”

Example: jodoVideo(‘english’,”,”,”);

Screenshare call from widget

jodoScreenshare(”,”,”,”)

Optional Parameters: ‘,”,”

Example: jodoScreenshare (‘english’,”,”,”);

Widget Load event and Auto trigger External events:

jodoWidgetInitialized() {

// Please write code to show or enable controls at hosted page.

Example:

try {

document.getElementById(“startChat”).style.pointerEvents = “none”;

document.getElementById(“startChat”).style.opacity = “0.4”;

} catch (e) { }

// Example initialize auto call after 1 second inside jodoWidgetInitialized function.

setTimeout(function () {

document.getElementById(‘startChat’).click();

}, 1000);

}

External Iframe events:

bindEvent(window, ‘message’, function (e) {

var parentMsg = JSON.parse(e.data);

var status = parentMsg.id;

var message = parentMsg.message;

switch (status) {

case “screenshare”:

if (message === “started”) {

// On screenshare started code

}

if (message === “ended”) {

// On screenshare ended code

}

break;

case “voice”:

if (message === “answered”) {

// On voice call started code

}

if (message === “ended”) {

// On voice call ended code

}

break;

case “UaRegistered”:

try {

// Enable or disable click events on mapped controls after widget load

document.getElementById(“startChat”).style.pointerEvents = “auto”;

document.getElementById(“startChat”).style.opacity = “unset”;

} catch (e) {

}

break;

}

JodoWorld Framework Introduction

Call back form

If you are not available to take the call, the caller will be presented with a call-back form. To edit/customize the callback form click on the callback tab

Jodo Admin (to setup business workflows)

Articles

How to create user

How to create a group

How to create a process

How to create Email template

How to create Disposition

Skill template

Jodo Toolbar Login

Click on the Jodo toolbar URL shared with you on mail — This is the login page that you will see.

Please enter your credentials and the captcha to log in to the toolbar.

You have the choice to login in the language you prefer.

Pull Data

Purpose:

This method is used to pull customer data from DB.

Use Case:

Sync customer data from Jodo Platform with external business applications.

Jodo users execute actions / transactions in the business applications and the external data will be synced periodically to reflect current status.

CRM / Business application to fetch data from Jodo using this method.

In this request either daterange (fromdate, todate), mobilenumber, customercode, crmuniquefield fields will be send as searchparam values can be used as input string to pull out data from Jodo DB.
At any time only one value should be passed else web service will pull data on all given criteria.

In example below, Searchparam has been considered as unique field to process data.

The getProcessData method accepts JSON string as input and returns response as JSON string .

Input Value:
M – mandatory parameter
O – Optional parameter

Parameter	M/O	Data Type	Example	Description
method	M	Text	getProcessData	Name of the web service method
reqdatetime	M	Text	2016-01-19 12:00:00	Date time for the webservice request
servicekey	M	Text	process1	Unique Service Key for the process
apikey	M	Text	MsQgi5/gKVZusW5XziRf76nHbn9JxU4VDSWwongD5dU=	Unique API key for an organisation
searchparam	M	Text	customer_code(1001)	Unique Process values on which customer wants to search data: valid search parameter mobile number customer code CRM unique field ID Date range
fromdate	O	Text	2016-01-17 12:00:00	From date from which data has to pulled searchparam=”daterange”
todate	O	Text	2016-01-19 12:00:00 Valid Format : (yyyy-dd-mm HH:mm:ss)	To date to which data wants to pull searchparam=”daterange”
mobilenumber	O	Text	Contact number(8765456789)	Mobile number If single contact number data has to be pulled out searchparam=”mobilenumber”. (Mobile number range must be minimum 3 digit and max 16 digit) for international contact number country code is mandatory.
customercode	O	Text	14001	This is Jodo Customer unique code. It is received through Toolbar when call is connected on Jodo CRM. searchparam=”customercode”
crmuniquefield	O	Text	POP100300	This is CRM Unique Field value. e.g., Policy Number searchparam=”crmuniquefield”

Note:

searchparam is case sensitive.
If searchparam is mobile number then webservice fetch mobile number value from request and pull-out customer data from Jodo World DB on contact1 field
If searchparam is daterange then webservice fetch fromdate and todate values from request and pull-out customer data from Jodo World DB on storedatetime field
If searchparam is customercode then webservice fetch customercode value from request and pull-out customer data from Jodo World DB on customer_code field
If searchparam is crmuniquefield then webservice fetch crmuniquefield value from request and pull-out customer data from Jodo World DB on process associated unique CRM field.

Output Value:

This function returns JSON String with unique ID generated by web service. This is used to track details of the requests sent to the web services.

Data as per Form Template definition. Refer Push Data API DATA FAQ point.

Parameter	Data type	Example	Description
method	Text	getProcessData	Name of the web service method
resdatetime	Text	2016-01-19 12:00:00	Date time for the webservice response
statuscode	Text	001	Response Code
statusdesc	Text	success	Response description.
data	Text	Customerdata in array	Customer data in array

JSON request Response

This method accepts StrRequest JSON string as input and returns response as JSON string .

Sample JSON Request With search param mobilenumber

				
					{
"method":"getProcessData",
"reqdatetime":"2016-01-19 12:00:00",
"servicekey":"Policy",
"apikey":"MsQgi5/gKVZusW5XziRf76nHbn9JxU4VDSWwongD5dU=",
"searchparam":"mobilenumber",
"mobilenumber":
["9000100200",  "9000100201","9000100203"]
}

Sample JSON Request With search param customercode

				
					{
"method":"getProcessData",
"reqdatetime":"2016-01-19 12:00:00",
"servicekey":"Policy",
"apikey":"MsQgi5/gKVZusW5XziRf76nHbn9JxU4VDSWwongD5dU=",
"searchparam":"customercode",
"customercode":"1"
}

Sample JSON Request With search param crmuniquefield

				
					{
"method":"getProcessData",
"reqdatetime":"2016-01-19 12:00:00",
"servicekey":"Policy",
"apikey":"MsQgi5/gKVZusW5XziRf76nHbn9JxU4VDSWwongD5dU=",
"searchparam":"crmuniquefield",
"crmuniquefield":"1"

}

Sample JSON Request With search param daterange

				
					{
"method":"getProcessData",
"reqdatetime":"2016-01-19 12:00:00",
"servicekey":"Policy",
"apikey":"MsQgi5/gKVZusW5XziRf76nHbn9JxU4VDSWwongD5dU=",
"searchparam":"daterange",
"fromdate":"2016-01-19 12:00:00",
"todate":"2016-01-22 12:00:00"
}

Sample JSON Response

				
					{
"method":"getProcessData",
"resdatetime":"2016-01-19 12:00:00",
"statuscode":"001",
"statusdesc":"success",
"data":
[
{
"leadnumber":"1",
"name":"Avhan Technologies",
"mobilenumber":"1234567890",
"emailid":"v@avhan.com",
"callDateTime":"2013-06-20 09:07:00",
"policyexpirydate":"2013-02-22",
"dateofleadcreation":"2012-02-22",
"timeofleadcreation":"12:00:00",
"extrafield1":"1",
"extrafield2":"2",
"extrafield3":"3"
},{
"leadnumber":"2",
"name":"Avhan Technologies 1",
"mobilenumber":"1234567891",
"emailid":"v1@avhan.com",
"callDateTime":"2013-06-20 09:07:00",
"policyexpirydate":"2013-02-22",
"dateofleadcreation":"2012-02-22",
"timeofleadcreation":"12:00:00",
"extrafield1":"11",
"extrafield2":"21",
"extrafield3":"31"
}
]
}

Open import data

Click on the import data to start doing the process to configure messenger dialer.

Jodo Virtual Business Rooms

Articles

Jodo VBR Brochure

Jodo Virtual Business Rooms Introductory Video

Jodo Virtual Business Rooms (VBR) is an effective tool to give live product demos and convert customer inquiries to real-time sales. Jodo VBR allows an agent to set up a meeting between a customer and an expert Sales Associate. The meeting is set up from the Jodo meet option. You have the option to switch the camera of your phone for effective product demonstrations.

How to create meeting

How to operate meeting room

Here is the guide on operating the meeting rooms in Jodo VBR.

Agent has the option to directly join, edit, share and delete the meeting from the toolbar as shown below.

Jodo VO FAQ

What are Jodo V.O ? What are they used for?

Jodo virtual office(V.O.) is Jodo’s cloud multiparty video conferencing solution. It is an effective tool to give live product demos and convert customer inquiries into real-time sales.

Jodo V.O. allows an agent to set up a meeting between a customer and an expert Sales Associate.
The meeting is set up from the Jodo meet option.

How Jodo can be used for live sales?

Jodo V.O. allows an agent to set up a meeting between a customer and an expert Sales Associate. The quick setup helps resolve customer queries in real-time facilitating immediate conversions of leads.

What is the Jodo Toolbar?

The Jodo Toolbar is a browser base module for a user interface that integrates all communications channels including voice, video, and chat. It allows you to interoperate form one media to the other during a single session. Its design is contextual and responsive, making it extremely user-friendly.

How does the Agent setup the meeting?

The meeting is set up via the Jodo VO option in the Jodo toolbar.

Which browsers does Jodo support?

Chrome, Mozilla Firefox, Safari

From which device the customer can join the Jodo meet?

Customers can join from any smart device like mobile, laptop, Tablet, etc

How will the Agent share the meeting link?

The invite could also be shared via Email, WhatsApp, or other social media like Facebook, Twitter, and Linkedln.

Where can the Agents view and access the meetings?

The agent can view and access the meeting from the Jodo toolbar in the jodo VO section.

Do you use webRTC?

Yes.

What are the bandwidth requirements for voice and video call?

Voice requires 88 kbps steady throughput and Video needs 384 kbps per session.

What platform does Jodo run on?

Jodo is a cloud platform.
OS: Linux & Window
Media Server: Asterisk, Aculab
Database: MySQL Server

Does Jodo support all regulatory compliances for different geographies?

Jodo Cloud has pre-built compliance built it based on the regions/states requirement. (It supports OFCOM/FCC/GDPR/TRAI regulations)

How is the security handled in Jodo Platform

Jodo is a fully secured platform and all transactions are passed over an HTTPS protocol. Jodo encrypts critical information while storing it in the database eg. Password, credit card information, Identification cards information, etc. Jodo already has VAPT Tests being done.

Which are the languages supported by Jodo

Jodo supports many Indian and foreign languages. Currently, 19 languages are included of which 4 are foreign languages: These are French, Spanish, Arabic & Mandarin

Where are the recordings stored? How long will the recordings be preserved?"

All recordings are stored in Jodo Cloud. Recordings will be stored for 30 days

How long is reporting raw data kept for, before it is discarded?

The default time for data storage is 30 days

Can we integrate with our CRM ?

This is in the product roadmap, but currently, this does not exist.

Where will the document shared by the customer be stored?

The user can store the documents on their machine in any folder

Do I get support 24X7?

Yes, Jodo by default offers 24X7 support for P1 issues, if a customer wants to opt for 24×7 support for other severity level he can connect with the account manager.

How do we add New meeting in Jodo VO

Clicking on the “+”(Add) button in the above screen of Jodo Meet will open a page for scheduling quick and future meetings. it will ask for details about the meeting like meeting name, attendee list, etc.

How does the customers join the VO meeting

The meeting link is shared with the customer via social media like Whats app, Facebook, Twitter, and LinkedIn, or the link can be copied and shared with the customer personally. To join the meeting one needs to hit the link provided with their registered email and Name.

How is the meeting scheduled?

In the meeting type section, click on the Schedule button, then will ask for details about the meeting like meeting name, and attendee list. Once all the information is filled the meeting can be scheduled

How Agent will get notify ?

After the meeting link is shared with the customer, it will be added to their calendar. The “Calendar” screen will have the meeting names as per dates and the agent can view the details of the meeting by clicking on it.

How to enable the camera?

While the customer joins the meeting, your device will ask for permission to access the camera.

The mobile user has multiple cameras so they get two options to join: front camera and back camera. You can choose the camera option according to your requirement.

How to share the screen?

Jodo Meet provides the option to share your screen if the Agent wants their customer to share the screen then he/she can make them the presentor.

How to share the document

The attachment pin provided in the chat session allows sharing any file/ documents from your machine.

How to get the Reports?

What is shown in the Dashboard?

The dashboard provides statistics on the meetings like-Active, Deleted, Recording Ready

Add Jodo widget in Web Apps

Jodo offers a simple and powerful option to integrate external web apps and mobile apps. System Integrators / ISVs can achieve the below mentioned multiple functionalities using Jodo widgets very quickly.

Login & Logout of Jodo World
Receive Voice / Video calls
Screen Pop-up customer information in Apps (while receiving calls)
Click to Dial direct Call to customer contact data from web apps
End active call
Hold & Unhold calls
Change status – Presence Status
Save selected disposition

The following features are available in the Jodo Toolbar widget

Transfer Call
Conference Call

Following events can be received from Jodo Framework to trigger actions (workflows) in external Web Apps

User Status change
New call received
Active call terminated
Hold / Unhold Success & Failure

Login

Description:

This method is used to login into Jodo World. CRM / Business Application can invoke this method with user name & password. When logged in successfully, CRM / Business Application can receive events and invoke methods. Jodo World does not honor any requests till Login() method is invoked.

				
					var loginrequest = {
	"Login_ID": StrLogin,
	"Password": Strpasswd
};
sendLoginParameters(loginrequest);

Jodo for MS Dynamics

Jodo For Dynamics 365

Jodo Basic Brochure

Getting started

Jodo Store link: https://store.jodocloud.com/

Jodo Cloud Store is our online store where a customer can subscribe to Jodo Services. Click on Get Started to subscribe to the services.

Jodo - Customer Privacy Protection

jodoLink in Business Document

Step1– Open your Word document.
Step2- Click on the Insert icon
Step3- Select the link option. Enter the appropriate information. In the address field copy/type your jodoLink URL. Click on Insert.
Your jodoLink is now embedded in the Word document.
Any person reviewing/reading the document can connect with you by simply clicking on jodoLink

QR code

Embed jodoLinks in QR codes to enable your customers to start direct voice, video calls with you.

Step 1:- Attach Jodo Link to QR codes and start LIVE Conversations with your business. You can start Direct to Customer business globally in minutes.

Step 2:- When you scan the QR code it will connect with your business user on live chat, voice, or video calls.

Step 3:- Scanning the QR code opens a jodo Link webpage page on your device. Each jodo link is unique and opens a subscriber’s page.

Step 4:- Jodo link page allows your customers to start a voice call, video call, or a chat securely with the subscriber and supports share screens + document sharing functionality

Step 5:- Jodo Communications are location-driven, you can identify the location of your customer in real-time

Step 6:-With Jodo, you can now start Direct to Customer Business operations, Globally in minutes …… Take a FREE trial NOW

Introduction to the Jodo Toolbar

Jodo Toolbar (JT) is the user application that lets you interact with the customer when they call you using your jodoLink service.
Jodo Toolbar will allow you to interact via Chat, Voice, and Video from any smart device.
To assist your customers you may share files and screen with each other online during the call.
All conversations on Jodo are recorded.

To Add / Edit User

Purpose:

Add new user or Edit existing users in Jodo

Use Case:

When new user is created in CRM / Business application, it is pushed to Jodo using this API

User Input Parameters:

Node	M/O	Data type size	Value	Description
method	M	Text	addEditUser	Unique Command for JSON Request. (This method value will not be changed)
apikey	M	Text	test_org	Unique key assigned to an organisation. (This API key will change per client organisation)
action	M	Text	add	Action type (1=Add &2=Edit)
username	M	Text	avhanuser	Username can be alphanumeric
userimage	O	Text	c2c_clicktocall_201601051003844.jpg	Image of the user
loginid	M	Text	user12@avhan.com	Email ID of user (need valid email ID) For Edit this field cannot be changed Non-Editable field
usertype	M	Text	user	Select particular usertype while creating user (User types like user, Admin, Dealer, Stores etc.)
mediadetails	M	Text(150)	[{“media”:”Voice In”},{“media”:”Email Out”}]	Media details (Media details like VoiceIn, VoiceOut, EmailIn, EmailOut, social, etc.)
newpassword	O	Text	12d73bbb7bdf501be4b6595271eac123	Enter user new password (MD5 encrypted value)
confirmpassword	O	Text	12d73bbb7bdf501be4b6595271eac123	Enter user confirm password (MD5 encrypted value). This field is mandatory when new password parameter is passed

Output Parameters:

Node	Value	Description
method	addEditUser	Unique Command for JSON Response
revisionno	1	Functionality revision no
status	3	Refer the status parameter table
statusdesc	success	status parameter description
userid	136	New user creation id (whenever new user is created dynamic user ID will be generated)
resdatetime	2018-11-12 14:00:05	Date and Time of the response. (Date format: YYYY-MM-DD hh:mm:ss)

User type:

Type
Super Admin
Administrator
Supervisor
Team Leader
User
Quality
Barge-In
MIS

Media type:

Type
Email In
Email Out
SMS In
SMS Out
Chat
Voice In
Voice Out
Social-Twitter
Social-Facebook
Video

Contact ID Info :

Table: contact_types

Type
Home Number
Mobile Number
Personal Number
Office Phone
Office Fax
Skype
Facebook
Personal Email
Official Email

JSON Add User Request Format

				
					{
"method":"addEditUser",
"apikey":"test_org",
"action":"add",
"userimage":"c2c_clicktocall_201601051003844.jpg",
"username":"Batman12",
"loginid":"Batman12@avhan.com",
"usertype":"user",
"newpassword":"ecc4208a7778c1d76e7e89c5253128c5",
"confirmpassword":"ecc4208a7778c1d76e7e89c5253128c5",
"mediadetails":[{"media":"Email In"},{"media":"Email Out"}],
"customercode":100783,
"groups":["Avhan_group","Batman_group"],
"gender":"Male",
"dob":"1990-11-13",
"doj":"2014-11-13 ",
"address":"Postal colony, chembur"
"country":"India",
"state":"Maharashtra",
"city":"Chembur",
"language":[
{"languageid":"1","language":"English"},
{"languageid":"2","language":"Hindi"}
],
"contactdetails":[
{"contactid":"facebook","contacttype":"testdemo987@avhan.com"},
{"contactid":"mobile number","contacttype":"8465982541"}
],
"skilldetails":[
{"skillname":"language","skilldetail":"hindi","proficiencyvalue":"4"},
{"skillname":"product","skilldetail":"old","proficiencyvalue":"4"}
],
"reqdatetime":"2018-11-12 14:00:05"
}

JSON Add User Response format

				
					{
"method":”addUser”,
"userid":124,
"revisionno":1,
"status":3,
"statusdesc":"success",
"resdatetime":"2018-11-12 14:00:05"
}

JSON Add User Failed Response format

				
					{
"method":”addUser”,
"revisionno":1,
"status":5,
"statusdesc":"fail",
"resdatetime":"2018-11-12 14:00:05"
}

JSON Edit User Request Format

				
					{
"method":"addEditUser",
"apikey":"test_org",
"action":"edit",
"userimage":"c2c_clicktocall_201601051003844.jpg",
"username":"Batman12",
"loginid":"Batman12@avhan.com",
"usertype":"user",
"newpassword":"ecc4208a7778c1d76e7e89c5253128c5",
"confirmpassword":"ecc4208a7778c1d76e7e89c5253128c5",
"mediadetails":[{"media":"Email In"},{"media":"Email Out"}],
"customercode":100783,
"groups":["Avhan_group","Batman_group"],
"gender":"Male",
"dob":"1990-11-13",
"doj":"2014-11-13 ",
"address":"Postal colony, chembur"
"country":"India",
"state":"Maharashtra",
"city":"Chembur",
"language":[
{"languageid":"1","language":"English"},
{"languageid":"2","language":"Hindi"}
],
"contactdetails":[
{"contactid":"facebook","contacttype":"testdemo987@avhan.com"},
{"contactid":"mobile number","contacttype":"8465982541"}
],
"skilldetails":[
{"skillname":"language","skilldetail":"hindi","proficiencyvalue":"4"},
{"skillname":"product","skilldetail":"old","proficiencyvalue":"4"}
],
"reqdatetime":"2018-11-12 14:00:05"
}

JSON Edit User Response format

				
					{
"method":”addEditUser”,
"userid":136,
"revisionno":1,
"status":3,
"statusdesc":"success",
"resdatetime":"2018-11-12 14:00:05"
}

Status Code Information

Status	Status Description
401	action not found
402	action is blank
403	userimage not found
404	username not found
405	username is blank
406	loginid not found
407	loginid is blank
408	loginid is invalid
409	usertype not found
410	usertype is blank

Add Jodo Widget in Website / Ecommerce

Jodo Widget Integration

This document explains different methods of integration supported

Frequently Asked Questions

From where to download jodowidget script? you could

Articles

Jodo Widget Integration in Websites

This document explains different methods of integration supported by Jodo widget API using scripts and steps to achieve integration with existing website platforms.

Jodo Cloud Deployment Architecture(Digital)

Jodo Cloud - Deployment Architecture_v4.1 - Digital

Jodo Cloud Deployment Architecture(PSTN)

Jodo Cloud - Deployment Architecture_v4.2 - PSTN

Add jodo widget in HTML website with external events

Step 1
With HTML website select the page to add Jodo widget and paste below Snippet just before the end of the tag of the page

Step 2
Insert your API key and Service key provided at line #4 & #5
Replace the server path at line number #9, #10, #11

Step 3
Check to see if the widget has loaded on your integrated page.

				
					<script>
    var __acstoolbar = {};
    var jodoinitdone = false;
    __acstoolbar.servicekey = <Insert your service key here>;
    __acstoolbar.apikey = <Insert your api key here>;
    __acstoolbar.tracelevel = '1';
    __acstoolbar.theme = 'theme_blue2';
    __acstoolbar.language = 'english';
    __acstoolbar.target = <serverPath>;
    __acstoolbar.serverpath = <serverPath>;
    __acstoolbar.applicationpath = <serverPath>;
    __acstoolbar.visibility = "hide";
    __acstoolbar.widgeticon = "hide";

    (function () {
        var joinSC = document.createElement('script');
        joinSC.type = 'text/javascript';
        joinSC.src = __acstoolbar.target + '/jodowidgetapi/js/initfunctions.js';
        joinSC.onload = validateKey;
        var joinScript = document.getElementsByTagName('script')[0];
        joinScript.parentNode.insertBefore(joinSC, joinScript);
    })();
    
    function validateKey() {
        var jodoInit = new jodoworld.initfunctions();
        jodoInit.initService();
    }
    
    function jodoCall(productobject) {
        var calldata = [];
        var calldataelement = {};
        var jodoInit = new jodoworld.initfunctions();
        if (jodoinitdone === true) {
            jodoInit.setLanguage(productobject[0]);
            calldataelement = new Object();
            calldataelement.parameterid = 4011;
            calldataelement.value = productobject[0];
            calldata.push(calldataelement);
            calldataelement = new Object();
            calldataelement.parameterid = 4031;
            calldataelement.value = productobject[1];
            calldata.push(calldataelement);
            calldataelement = new Object();
            calldataelement.parameterid = 4035;
            calldataelement.value = productobject[2];
            calldata.push(calldataelement);
            calldataelement = new Object();
            calldataelement.parameterid = 4045;
            calldataelement.value = productobject[3];
            calldata.push(calldataelement);
            jodoInit.SaveCustomerSessionData(calldata);
            jodoInit.showwidgetfromscript();
            jodoInit.showwidget_Voicefromscript();
        }
    }
    
    function jodoChat(productobject) {
        var calldata = [];
        var calldataelement = {};
        var jodoInit = new jodoworld.initfunctions();
        if (jodoinitdone === true) {
            jodoInit.setLanguage(productobject[0]);
            calldataelement = new Object();
            calldataelement.parameterid = 4011;
            calldataelement.value = productobject[0];
            calldata.push(calldataelement);
            calldataelement = new Object();
            calldataelement.parameterid = 4031;
            calldataelement.value = productobject[1];
            calldata.push(calldataelement);
            calldataelement = new Object();
            calldataelement.parameterid = 4035;
            calldataelement.value = productobject[2];
            calldata.push(calldataelement);
            calldataelement = new Object();
            calldataelement.parameterid = 4045;
            calldataelement.value = productobject[3];
            calldata.push(calldataelement);
            jodoInit.SaveCustomerSessionData(calldata);
            jodoInit.showwidgetfromscript();
            jodoInit.showwidget_Chatfromscript();
        }
    }
    
    function jodoVideo(productobject) {
        var calldata = [];
        var calldataelement = {};
        var jodoInit = new jodoworld.initfunctions();
        if (jodoinitdone === true) {
            jodoInit.setLanguage(productobject[0]);
            calldataelement = new Object();
            calldataelement.parameterid = 4011;
            calldataelement.value = productobject[0];
            calldata.push(calldataelement);
            calldataelement = new Object();
            calldataelement.parameterid = 4031;
            calldataelement.value = productobject[1];
            calldata.push(calldataelement);
            calldataelement = new Object();
            calldataelement.parameterid = 4035;
            calldataelement.value = productobject[2];
            calldata.push(calldataelement);
            calldataelement = new Object();
            calldataelement.parameterid = 4045;
            calldataelement.value = productobject[3];
            calldata.push(calldataelement);
            jodoInit.SaveCustomerSessionData(calldata);
            jodoInit.showwidgetfromscript();
            jodoInit.showwidget_Videofromscript();
        }
    }
    
    function jodoScreenshare(productobject) {
        var calldata = [];
        var calldataelement = {};
        var jodoInit = new jodoworld.initfunctions();
        if (jodoinitdone === true) {
            jodoInit.setLanguage(productobject[0]);
            calldataelement = new Object();
            calldataelement.parameterid = 4011;
            calldataelement.value = productobject[0];
            calldata.push(calldataelement);
            calldataelement = new Object();
            calldataelement.parameterid = 4031;
            calldataelement.value = productobject[1];
            calldata.push(calldataelement);
            calldataelement = new Object();
            calldataelement.parameterid = 4035;
            calldataelement.value = productobject[2];
            calldata.push(calldataelement);
            calldataelement = new Object();
            calldataelement.parameterid = 4045;
            calldataelement.value = productobject[3];
            calldata.push(calldataelement);
            jodoInit.SaveCustomerSessionData(calldata);
            jodoInit.showwidgetfromscript();
            jodoInit.showwidget_Startscreensharefromscript();
        }
    }
    
    function jodoWidgetInitialized() {
        jodoinitdone = true;
    }
    
    //show button after UA registered
    function waitForJodoInitDone() {
        if (jodoinitdone) {
            setTimeout(function () {
                // Event trigger for auto start: Need to map page controls and function to start voice call from script 'jodoCall()'
            }, 1000);
        }
        else {
            setTimeout(function () {
               waitForJodoInitDone();
            }, 1000);
        }
    }
    
    function bindEvent(element, eventName, eventHandler) {
        if (element.addEventListener) {
            element.addEventListener(eventName, eventHandler, false);
        } else if (element.attachEvent) {
            element.attachEvent('on' + eventName, eventHandler);
        }
    }
    
    bindEvent(window, 'message', function (e) {
        //console.log("iframe message from Parent:" + e.data);
        var parentMsg = JSON.parse(e.data);
        var status = parentMsg.id;
        var message = parentMsg.message;
        
        switch (status) {
            case "screenshare":
                if (message === "started") {
                    // To hide page control.
                    // document.getElementById("screensharetxt").innerHTML = "End Screen";
                    screenshareflag = 2;
                }
                if (message === "ended") {
                    // To hide page control.
                    // document.getElementById("screensharetxt").innerHTML = "Share Screen";
                    screenshareflag = 1;
                }
                break;
            
            case "voice":
                if (message === "answered") {
                }
                if (message === "ended") {
                }
                break;
            
            case "UaRegistered":
                break;
        }
    });
    
    waitForJodoInitDone();
<script>

Description for the above code

jodoChat() : To start chat session from widget .
Following parameters need to pass with widget :
Example :
jodoChat([‘English’,”,”,”]);

jodoCall() : To start voice call session from widget .
Following parameters need to pass with widget :
Example :
jodoCall([‘English’,”,”,”]);

jodoVideo() : To start video call session from widget .
Following parameters need to pass with widget :
Example :
jodoVideo([‘English’,”,”,”]);

jodoScreenshare() : To start screenshare session from widget.
Following parameters need to pass with widget :
Example :
jodoScreenshare([‘English’,”,”,”]);

Auto Trigger event :
At script line number #149 pass the id from page to trigger the event from script. Or this can be done from HTML code only.
Example:
document.getElementById(‘startchat’).click();

Website - Jodo Integration FAQ

From where does one download Jodo Widget script for my website?

You will receive a link to download the Widget after you have completed the subscription from jodoworld.com website. The Widget is supported for iOS, Android and PC.

What are the post installation setting in case jodo Widget is not visible on my website?

Make sure that your browser javascript is enabled and Jodo widget is configured for the domain name.

Post subscription for jodo, I have not received the Jodo activation link?

Check your Spam folder/mailbox for the activation link.

I see ChatBox/CallBox code and Button Code?

We use ChatBox/CallBox code for WordPress where the menu will be displayed in the bottom right corner for every page on the site. The "Button Code" is used to have a chat/call button on a single page. You need to cut and paste the code into your html file manually.

What happened if visitor/customer contact me through website Click2Call and UnifiedToolbar app in my mobile is not started yet?

If your jodo app in your mobile is not started, customer will receive callback option to submit so that after loggin agent can contact back on voice or email as the details shared in callback form.

If I install UnifiedToolbar app into multiple devices, which one will ring if customer contact me?

You could install into multiple devices (android mobile, android tablet, PC) but you can login on single device at a time or you can use different user account for each individual device.

How could I send images/photos during the chat/call?

You could send individual image or photo by clicking on upload sign during the chat. You could also combine multiple photos/images by clicking the upload and select icon and add images/photo into the active chat session to send.

Could I call back customer?

With same session if the voice call is dropped due to network failure and customer is still active on chat, in this scenario agent can send call / video request to restart the session.

Add auto responsive template

Jodo Widget Integration in Websites

This document explains different methods of integration supported by Jodo widget API using scripts and steps to achieve integration with existing website platforms.

Delete user

Purpose:

This function is used to delete users in Jodo.
Whenever user is deleted in external business application, the application must invoke this API to execute same action in Jodo platform.

Use Case:

When users are deleted in business applications – they will be automatically deleted in Jodo Platform as well.

User Input Parameters:

Node	M/O	Data type size	Value	Description
method	M	Text	deleteUser	Unique Command for JSON Request. (This method value cannot be changed)
apikey	M	Text	test_org	Unique key map to an organisation. (This API key will change per client organisation)
loginid	M	Text	user12@avhan.com	Email id of user. (needs valid email ID)
reqdatetime	M	Text	2018-11-12 14:00:05	Date and Time of the request. (Date format: YYYY-MM-DD hh:mm:ss)

Output Parameters:

Node	Value	Description
method	deleteUser	Unique Command for JSON Response
resdatetime	2018-11-12 14:00:05	Date and Time of the response. (Date format: YYYY-MM-DD hh:mm:ss)
status	3	Refer the status parameter table
statusdesc	success	status parameter description
revisionno	1	Functionality revision number

Return Value:

This API returns in one format I.e. JSON format.

Delete user JSON Request

				
					"method":"deleteUser",                
"apikey":"test_org",
"loginid":"Batman12@avhan.com",
"reqdatetime": "2018-11-12 14:00:05"
}

Delete User JSON Response

				
					{
"method":"deleteUser",
"revisionno":"1",
"status":1,
"statusdesc":"success",
"resdatetime":"2018-11-12 14:00:05"
}

Delete User JSON Fail Response

				
					{
"method":”deleteUser”,
"revisionno":"1",
"status":5,
"statusdesc":"fail",
"resdatetime":"2018-11-12 14:00:05"
}

Status Code Information

Status	Status Description
406	loginID not found
407	loginID is blank
408	loginID is invalid
418	loginid not exists
461	Client login ID does not exists

JodoFlow

Jodo Toolbar

Jodo UnifiedToolbar is the user application that lets you handle all the communication with the customers.

Digital and when they call you from the . Jodo Toolbar will allow you to interact via Chat, Voice, and Video from any smart device.

To start using the Toolbar, first, you need to log in with your valid credentials and enter the Captcha, please choose your language of communication and you are ready to start.

The customers can start the session with the Chat option, a Chat window like the one you see here will open in your Toolbar screen. It will show you the location, and device details by default, You can type your chat messages in the chatbox provided in the chat window.

Jodo Virtual Business Rooms Introductory Video

Jodo Virtual Business Rooms (VBR) is an effective tool to give live product demos and convert customer inquiries to real-time sales. Jodo VBR allows an agent to set up a meeting between a customer and an expert Sales Associate. The meeting is set up from the Jodo meet option. You have the option to switch the camera of your phone for effective product demonstrations.

Document sharing

Chat option is also available. Via the chat option participants can share any file with the others using the attachment pin. This is useful if data sheets, brochures, manuals, etc., need to be shared during the meeting. Participant can download the file and save it for further use. Similarly, participants can also share their location and emojis.

Myths about moving business communications to the Cloud

There are many reasons why you might consider migrating some or all your enterprise communication channels to Cloud service providers. With zero local architecture, more versatility, and more functionality – spread out across the globe, providing unified communications wherever it’s needed – to many it makes sense. But, over time, a lot of myths have circulated about Cloud communications services (SaaS, PaaS, etc.) which have somehow stuck. Let’s see if we can put that right!

The Cloud isn’t as reliable as my current communications provider:

This was probably true about 10 years ago. Today – with hardwired Ethernet connections, certified reliability, WIFI, 4G, and a whole host of network services provisions – the internet is truly “always-on”. With guaranteed uptime and solutions for both business continuity and disaster recovery, the chances are your telephone network is probably less reliable than the Cloud! And – did you know – many national and international telephony providers actually use internal internet networks to transport a lot of your calls? That’s food for thought!

The Cloud isn’t a secure network:

There has been a lot of chatter about insecure Cloud networks and hackers gaining access to user and customer sensitive data. The truth is that any network is only as secure as the provider makes it – and that is true of local or Cloud networks. Today, there are international standards applied to pretty much every Cloud network service provision. With highly encrypted, secured, connected network “pipes”, only those with the right credentials, equipment, and network identification can gain access to these highly secured data and communications networks. Again, it is worth noting that many global enterprises already store your data in the Cloud!

The Cloud doesn’t host all the services that my business needs:

The beauty of Services in the Cloud is their versatility – and their infinite connection capabilities. Connecting local, enterprise systems and solutions with Cloud services are becoming more straightforward, day by day. With Application Programming Interfaces (API’s), Software Development Kits (SDK’s), Secured Data Connection tools, and open-standard protocols, connecting to your legacy systems isn’t a problem, anymore – but your legacy systems are! Isn’t it time to rethink your long-term strategy?

Running my business communications from the Cloud is more expensive:

It does seem a daunting prospect when you begin to plan out a migration strategy. Legacy system removals, closing down legacy provider contracts – and then there are the migrations themselves – then the changes to your operations …the list goes on. But the bigger picture will always be brighter – once you’ve moved to the Cloud, your operating costs reduce significantly. No more on-site architecture, no massive IT infrastructure, no maintenance schedules, no patching, no upgrades… getting the picture?

The Cloud isn’t environmentally friendly:

Again, this might have been true about 5 years ago. However, considering the number of enterprise data centers still running on 10-year-old hardware – the power consumption alone is astronomical, compared to much more efficient and eco-friendly Cloud vendor data storage. The economy of scale also means being able to fit in more data, more services, more provisions, and more solutions in less space. Combining data in the Cloud means condensing the need for pockets of old, environmentally unfriendly data stacks!

So – perhaps it is worthwhile taking another look at how the Cloud can support your business – now and into the future? Let JODO Cloud show you the way – because #NowYouCan!

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Business Campaigns / Processes in Jodo

OVERVIEW

CAMPAIGN allows you to create defined steps/activities to execute predefined business tasks by Jodo users (business processes)
Every campaign is created under an ORGANIZATION in Jodo.

Before your start creating a business campaign in Jodo, please ensure that you have executed the below steps:

Step 1 : Create an ORGANISATION in Jodo.

Step 2: Create TEAMS in Organisation

Step 3 : Create / Select TEMPLATES for workflows / actions (this will be assigned / selected during CAMPAIGN creation.

CAMPAIGN screen lists the business campaigns created and allows you to Edit the campaign, view the teams associated with the campaign or duplicate an existing campaign and create a new campaign quickly or you can delete a campaign from the Jodo system.

Creating Business Processes (Campaigns) in Jodo

Assigning User Teams (Groups) to Campaigns

Mapping 3rd Party / External Business applications in Jodo

Select Predefined workflow actions (Templates) for Email and SMS

Configuring Jodo Chat

Configure Incoming Email handling

Configure sending Email in Jodo

Configure SMS details in Jodo

Configure Voice Traffic handling in Jodo

Configure Business Process Permission Details

Channel Allocation Details

Voice Outbound Details

Voice Inbound Details

Disposition Details

Articles

Creating Business Processes (Campaigns) in Jodo
Assigning User Teams (Groups) to Campaigns
Mapping 3rd Party / External Business applications to Jodo Toolbar
Select Predefined Email and SMS workflow actions (Templates)
Configuring Jodo Chat
Configure Incoming Email handling
Configure sending Email in Jodo
Configure SMS details in Jodo
Configure Voice Traffic handling in Jodo
Configure Business Process Permission Details
Configure Telecom Channels and Allocation Details
Configure Outbound Dialing voice processes
Voice Inbound Details
Disposition Details

Creating Business Processes (Campaigns) in Jodo

Jodo allows you to define and manage multiple Processes / Campaigns for multiple business functions.

You will find an explanation of how users can create multiple processes in their business activities.

Jodo allows users to create single or multiple communication-enabled business processes and deploy them across single or multi-location teams worldwide.

Field	Description
Organization	Select the name of an organization that is created and to which the new process should be mapped. To create a new organisation please look up Organisation
Process Name	Please name your Process / Campaign (the name of a process has to be unique and easily identifiable to users and supervisors)
Process Description	Please provide a short description of your business process.
From Date	Please enter the start date for the business process / campaign
To Date	Please state the last date for business process operation. Please note that until this date users will be able to access and operate this business process.
Stage	Jodo process creation activity is assigned multiple stages from the time you create a process, test a process and start activities to the end/stop date of the business activity. The different stages (7) that can be assigned in the process/campaign creation are : 1. Configure >> 2. Test >> 3. Start >> 4. Pause >> 5. Restart >> 6. Abandon (Delete) >> 7. Close. Each stage in process creation has defined features/rights, users are not allowed to modify a process in certain stages as part of the in-built Jodo security – user rights management feature e.g. If any users are logged in to a process, the rights to modify a process definition are not available. Users are not allowed to modify any process configuration while the process is in Start stage, to modify the process configuration in this stage, the System administrator needs to change the stage of the process into Configure. Configure: In this stage users with process creation rights are allowed to modify the parameters/values for the creation/definition of the campaign (process). On completion of the process configuration, users can move the process stage to ‘Start’ or ‘Test’ mode. Test: Before moving a process to live operations, in this stage, users can test a defined process with limited users and dummy data to verify all settings are as per the business definitions. This is the UAT (final) stage of campaign (process) creation to check the business logic defined for the process. If there are any problems identified in this stage then users can move back to the Configuration stage and reconfigure the process or they can move the process to the Started stage for Live operations. Started: – This is the Live operations stage, the defined process is Live for the assigned teams, media, and business logic/actions defined. Users cannot make any process configuration changes at this stage. To make any process changes, all users have to be logged off from the process, then change the stage to Closed, then select Restart stage, and then choose Configuration stage. After making the changes, users can either Start or Test the process as per their business SOP. Closed: (Stop): This stage is to end or inactivate a campaign/process. When you select this stage, users cannot access or view the closed process and the process operations are closed. Closed processes can be Restarted by users with rights to restart. Restart: In this stage, the campaign/process can be activated for live operations and users are allowed to execute process operations. from the Restart stage, users are allowed to move the process to the Configuration, Testing, and Started stage. Paused:- In this stage, live processes can be made temporarily Inactivated / Suspended (users will not be allowed to execute the process.) from the Paused stage, users are allowed to move the process to the Restart, Closed, Abandoned stages. Abandoned – This means the Process is stopped or closed and all process information is deleted / made inaccessible to all users.
Agent Threshold Time Template	Agents Threshold Definition for the different status when the agent is logged in.
Disposition Template	We have to select the proper Disposition Template which is made for the process and to is mapped to the process.
Escalation Template	Escalation Template definition.
After Call Save Auto Available	Selecting this option will change the status of agent to Available after call ends instead of agent changing his status manually to available state, this function reflects on the agents Jodo Toolbar.
QA Review Template	Definitions of Quality Team Revive parameters which are mapped to the process.
Media	Jodo have different media features. This have option of selecting different media to a process and a process can be associated to different media. Hence, agents have the functionality to answer calls for different media. You can Select the media’s which have to be associated to the process.

Assigning User Teams (Groups) to Campaigns

Jodo allows you to assign multiple users and teams (Groups) to execute workflows as defined for the business campaign.
Only assigned team members can view and execute business actions.

Field	Description
Available Teams	you can view the list of teams and select the teams to be assigned to the campaign.
Assign (Select)	Please select the teams that are authorized access and rights for your campaign and click on the ASSIGN button to authorize.
Assigned Teams	You can review the list of assigned teams for a campaign here.
Remove Teams	You can remove team/s from processes by selecting the assigned teams and clicking on REMOVE TEAMS Note: At least one process has to be assigned to a campaign that is in the START stage.

Mapping 3rd Party / External Business applications to Jodo Toolbar

Field	Description
Script Template	Select the proper script template which is made for the Campaign and is mapped to the Campaign. It will be displayed on the Agent Toolbar once a call is transferred to an agent, This has to be selected from the drop-down.
Audit Template	This is a selection from the available templates created through template definition, this is Status codes that have to be audited,
CRM POP Type	This is Screen pop-up method for a Campaign, this has different options and can be integrated with 3rd Party applications, Possible options listed below are. Disabled: No screen pop for the campaign. URL: 3rd Party URL links that can be hosted on WAN/LAN and any web-based application developed on HTML/JSP.
CRM pop file/URL parameter	Based on the Screen Pop-up Type additional parameters can be passed to call the application which is received on a call and will enable the pop-up of data based on this parameter from the customer database For Eg:- CRM Pop Type:- URL Link to be given here:- http://192.168.0.73:9090/WebDynamicScript/
Screen Connector	Here it gives the different Script Methods Like. Http Get : HTTP Connection method & data transfer through request parameter. Http Post : HTTP Connection method & data transfer through Form post. Web Connector: Third-party communication mechanism.
Unique Field	Third-party CRM Unique field which imported in JodoAdmin & will use to populate 3rd party CRM.
CRM Save on	This provides a selection of saving the data depending on the availability, it can be configured if the save option has to be on CRM Or Agent Toolbar, based on the selection, the Disposition list will be populated on the selection. If the CRM level is selected then it will display all created dispositions on CRM Page and dispositions will be tagged through CRM. If the Toolbar level is selected then it will display all created dispositions on the left of the CRM page i.e. below the call info and media info.
Auto wrap-up	This option is to save the data on pre-defined time and wrap up the calls, selecting this option will wrap-up the call automatically based on the time defined and will change the status to available mode.
Auto wrap-up time	It allows the user to set the Wrap-up time for Agents after the selected time call will be automatically disposed of. The time mentioned there is in seconds.
Default Disposition	Dispositions that are associated with the Campaign, and in the case of Auto-Wrap up which disposition should be selected, based on the default Disposition Master and Reason, this disposition will be allocated by default to the call if the agent does not select the disposition in the specified time.
DNC Template	DNC Templates Assigned to the Campaign, Selecting the appropriate template will perform DNC check only from the specific template and not through the generic DNC data.
Import Data	DNC Check Out: DNC Check can be configured for manual and call-back numbers. Selecting this option will check the number in the template specified and remove it while importing data for that Campaign. Duplicate Check fields to be Checked: While importing the data on which options the system should perform a duplicate check, this allows performing Duplicate checks on different options such as All Contacts – The system will scrub across all the contact numbers available in the Database. First Contact Only – System will validate the number only on the first Contact Number. Name – The system will validate it against the name and duplicate names will be excluded. Name & Contact – The system will perform a duplicate check on Name and Contact. Name & All Contact – System will perform a duplicate check against the name and all contact numbers available. None – The system will not validate the numbers and will import the data without performing a duplicate check. Search Contact in DB:- Selecting this option will always search the number in DB while making Manual calls and will pop up the data. Source Tag information: Selecting this Option allows to define a source and tag for the data to be imported. This helps in assigning the data to a specific source/tag and generate the report and verify/filter them based on the Source/Tag. Session Date Range: Selecting this option will allow to define the validity for a session and sessions will be active for the specified date range.
Preview Field detail	List of fields that can be displayed while performing Preview Dialling and this data will be available for the agents to view in the list. Field Name:- Select the field name from the drop-down list and click on Add button it will get added to the Preview list

Select Predefined Email and SMS workflow actions (Templates)

Jodo allows you to configure multiple Pre-defined workflow actions (templates) that can be used across multiple business campaigns (processes). You can create standard workflow actions for Email and SMS such as sending SMS or Emails to customers at end of the communication or when a business application trigger is received.

e.g. send account balance, acknowledgment notifications, send appointment confirmation, etc are examples of predefined workflow actions in a campaign.

Jodo is a multi-lingual system and allows you to create workflow actions in multiple languages based on market geography or customer languages.

Once configured and applied to a campaign, the predefined Email and SMS will be sent to customers at end of the call (wrap-up).

Field	Description
Email Template	List of Email workflow actions that can be assigned to a campaign, these actions will be visible to users while selecting the dispositions. users can select the action and Jodo will execute the action accordingly. In the case of Auto-wrap up settings for a campaign, a predefined action can also be applied.
SMS Template	List of SMS workflow actions that can be assigned to a campaign, these actions will be visible to users while selecting the dispositions. users can select the action and Jodo will execute the action accordingly. In the case of Auto-wrap up settings for a campaign, a predefined action can also be applied.

There is also an option to View the workflow action before selecting the action for a campaign.

Configuring Jodo Chat

Jodo offers Chat communications as an in-built module, allowing customers from across the world to interact with dispersed multi-device, multi-lingual teams.

All chat conversations are recorded and stored in Jodo.

Chat transcripts can also be generated and delivered to customers at end of the Chat conversation.

Jodo is a multi-lingual platform and Jodo Chat is a multi-lingual module, customers can select the language of their choice and Jodo will connect them with business users based on the language selected.

Chat configuration window enables the administrator to configure and assign multiple chat servers as well as configure Integration of the chat with Jodo applications or external applications

Once Chat campaigns are configured and assigned to teams, the team members can start using the chat campaigns

Field	Description
Chat server	select Chat Server that has to be assigned to the campaign.
Chat Routing logic (User Selection Type)	Chat conversations can be routed to Jodo users in multiple ways: Lowest Traffic: User with minimum customers assigned. Round-Robin: Chats are distributed to users in round-robin (cyclical) manner. Skill-based: Chats are distributed based on matching of skills as per the campaign. (location, language-based selection are defined as skills in Jodo and on this selection, chat routing and user-selection will be based on the language and geography) e.g. if a customer has selected Spanish as their language, Jodo will route the chat to a business user that is skilled in Spanish language) Max Idle: Chat conversations will be allocated to business who has been ideal for the maximum time.
Concurrent Sessions	Jodo Chat module allows you to assign multiple chat sessions to a business user (Each chat conversation appears in a separate tab within the Jodo application and Jodo users can navigate across multiple chat conversations simultaneously) You can assign and restrict the number of concurrent chat sessions assigned to business users here. For Eg:- if concurrent sessions are set to 4, then each business user can be assigned 4 customer Chat conversations simultaneously.
Chat Transcript delivery	This will enable the delivery of the chat conversation transcript at the end of the chat conversation. The Transcripts are delivered via email to customers on their pre-defined email addresses or by capturing of a new email address for chat transcript delivery.
Select Email Workflow	You can Email Template assigned to the Chat Module which will be used to send out Emails while sending Emails to customer.
Transcript URL	URL which will help to agent what should be use in email / Chat with customer or FAQ for process and help information.
Feedback URL	URL defined to capture customers feedback about the agents conversation and handling the call
CRM Integration Component	It is use to send / communicate with 3rd party CRM and JODO Cloud eg. To generate Help desk ticket number.
Auto Response	In case of non-availability of Agents during the non-working time, standard auto response can be sent to customers on the Web Site when they select the chat option.
Day and Time Template	Definitions of time window when the agents will available for the process, Templates can be associated which are ore-created using the template option.

Configure Incoming Email handling

Use this to configure the incoming email handling in Jodo. You can create standard workflow actions for the Email (Inbound) process.

Field	Description
Receive Account	Email IDs for which the emails will be received
Auto Response	Jodo will enable the delivery of the chat conversation transcript automatically to customers once they send an email to the respective ID”s defined.
Auto Response Template	This provides a selection of defining different response templates which can be associated with the process, it will allow selecting the Email templates which are ore-created using the template options. Note:- This option will be enabled only when Auto Response is otherwise by default it will display as None.
Reply Message	This will allow the user to select the reply option to the customer either with a history of the original message or a fresh content email Option List. None – Option not available to reply to emails Fresh Email – Original email history of customer mail will not be available Email with history – This will have the original content sent by customer Note:- if None option is selected it will by default take as Fresh Email whenever it is sent to the same sender
Reply To	This will allow the users to send the Chat conversation through Email to customers on the pre-defined email addresses or new email addresses.
Email Processing Logic	Email Template associated with the Chat Module which will be used to send out Emails while sending Emails to customers.
Black List	URL which will help the agent what should be used in email / Chat with customers or FAQ for process and help information.
Email Storage Server	URL is defined to capture customers’ feedback about the agent’s conversation and handling the call.
Allocation	It is used to send/communicate with 3rd party CRM and JODO Cloud eg. To generate Helpdesk ticket number.
Keyword Template	In case of non-availability of Agents during the non-working time, a standard auto-response can be sent to customers on the Web Site when they select the chat option.

Configure sending Email in Jodo

Field	Description
Receive Account	Email IDs for which the emails will be received
Auto Response	Select this option to send an auto-response to customers once they send an email on the ID”s defined.
Auto Response Template	This provides a selection of defining different response templates which can be associated with the process, it will allow selecting the Email templates which are ore-created using the template options. Note:- This option will be enabled only when Auto Response is otherwise by default it will display as None.
Reply Message	This will allow the user to select the reply option to the customer either with a history of the original message or a fresh content email Option List. None – Option not available to reply to emails Fresh Email – Original email history of customer mail will not be available Email with history – This will have the original content sent by customer Note:- if None option is selected it will by default take as Fresh Email whenever it is sent to the same sender
Reply To	This will allow the users to send the Chat conversation through Email to customers on the pre-defined email addresses or new email addresses.
Email Processing Logic	Email Template associated with the Chat Module which will be used to send out Emails while sending Emails to customers.
Black List	URL which will help the agent what should be used in email / Chat with customers or FAQ for process and help information.
Email Storage Server	URL is defined to capture customers’ feedback about the agent’s conversation and handling of the email.
Allocation	It is used to send/communicate with 3rd party CRM and JODO Cloud eg. To generate Helpdesk ticket number.
Keyword Template	In case of non-availability of Agents during the non-working time, a standard auto-response can be sent to customers on the Web Site when they select the chat option.

Configure SMS details in Jodo

SMS configuration for processes is defined here.
All inbound SMS and outbound SMS sent and received by the process are configured here.

Field	Description
SMS In Details	SMS In Server: Define the server name through which SMS will be received from customers. Short Code: Define the shortcode on which SMS is received. eg. ENQ will use for Enquiry for the Airline schedule. Auto Reply: This will enable an auto-response to customers when they send the message to the defined number. For Eg: Thank you for registering the Complaint, your Complaint Id is XXXX and it will be responded to within 4 hours. Auto Reply Template: Select Templates which are created for Auto-Reply and associate them with the process. Note: – This option will be enabled only when Auto Reply is checked else this will be None.
SMS Out Details	SMS Out Server : Select the server name which is used to send the messages. Sender ID: ID which will be displayed when the customer receives the messages(CLI) Eg. AXIS

Field

Description

SMS In Details

SMS In Server: Define the server name through which SMS will be received from customers.
Short Code: Define the shortcode on which SMS is received. eg. ENQ will use for Enquiry for the Airline schedule.
Auto Reply: This will enable an auto-response to customers when they send the message to the defined number.
For Eg: Thank you for registering the Complaint, your Complaint Id is XXXX and it will be responded to within 4 hours.
Auto Reply Template: Select Templates which are created for Auto-Reply and associate them with the process.
Note: – This option will be enabled only when Auto Reply is checked else this will be None.

SMS Out Details

SMS Out Server : Select the server name which is used to send the messages.
Sender ID: ID which will be displayed when the customer receives the messages(CLI) Eg. AXIS

Configure Voice Traffic handling in Jodo

Voice configuration is defined when the process has been associated with Voice Media i.e Voice – In / Voice -out

Process Recordings Information enables the recording storage options for the processes

Field	Description
Voice – Recordings Details	Local Recorder: Option to be enabled if Process requires call recordings to be done. Voice Recording File Template: Logic is used to define the file naming convention. Recorder Type: Type or recording which is required for the process. After Connects with Agents (Continuous) – Calls will be recorded only when transferred to Agent. Call Progress Tone Recording (Before Connect) – Recording will be initiated when the number is dialed. Third-party Connect: Option to initiate Call Transfer or Conference facility, this will provide 2 options. i)Agent Specific – This allows the agent to define the number where the call needs to be transferred. ii) Third Party Specific:- Pre-Defined number which will not allow the agents to change the number.
Screen Capture Details	Screen Capture: Allows to perform screen recording on the activities done by Agent desktop, ideally used for functionality to validate the information provided by Customer on call and if the agent has entered the correct information. Screen Recording File Template: File Definition names on the file names have to be stored. Screen Capture Template ID: Screen capture template details such as screen size, and screen recording quality.
Voice Storage Priority	Jodo Cloud allows to define multiple storage servers for any process which will not affect the recordings even if the disk space gets full. This will display the multiple storage servers associated with the process and allows to define the threshold based on which it will switch to a secondary storage server or generate an alert to the system administrator. In case the disk space reaches below the threshold the system will not allow initiating outgoing calls.
Screen Storage Priority	Jodo Cloud allows to define of multiple storage servers for any process which will not affect the recordings even if the disk space gets full. This will display the multiple storage servers associated with the process and allows to define the threshold based on which it will switch to a secondary storage server or generate an alert to the system administrator.

Configure Business Process Permission Details

Process permission details enable permission for the processes.
The process will be assigned permissions like Manual calling, Call Transfer, Hold-Unhold rights etc.

Field	Description
Permission	It allows assigning different rights for the process of dialing logic. Note:- if this option is checked by default it selects all the Permission which are listed below. Enable the options based on the requirement of the process.
Allow Manual	It will allow agents to make manual calls.
Allow Preview	This allows agents to perform Preview Dialling.
Allow Transfer	This allows agents to transfer calls to pre-defined numbers, agents, or to Payment gateway servers.
Allow End Call	This allows agents to disconnect the calls if the customer does not disconnect.
Allow hold-unhold	Agents are allowed to hold/un-hold the calls while speaking to customers.
Allow Modify Client Number	Agents can change the original number if the customer is calling from a different number and wants to update his original number in the database.
Allow Add CB New Number	Agents can change the number if a customer request to dial a different number when a call-back has to be initiated.

Configure Telecom Channels and Allocation Details

Telephony channels are associated with the process through the Channel Allocation Details window
Line Type and Trunk Group is be mapped here

Field	Description
Agent Line	Maximum Channels are associated to initiate calls to the agents.
Customer Line	Maximum Channels define to be utilized for external customer calls.
External/Conference Line	This option allows to define of Maximum channels to be allocated from the trunk group for performing External conference calls.
Internal /Conference Line	Maximum channels allocated which can be utilized to initiate Conference for the process.
Supervisor Line	Maximum channels allocated for Supervisors to initiate barge-in
Team Leader Line	Channel Allocation for Team Leaders to barge in or Audit the calls.

Configure Outbound Dialing voice processes

Voice-out details are for outbound call processes that will be made from the system.
In the Process – Voice out details window Call back mode can be defined with a number of tries, IVR templates can be set, and Abandon Ratio can be set with CLID Number.
This window helps to set priority for the contact details on which the calls are been made. Eg: Home Number, Mobile Number, Personal Number, Office Number etc.

Field	Description
Call-back Exception Time	It allows for the definition of call-back exception time. In the case where call-back time is set and the agent is not available during this duration, the system will wait for the time defined in the call-back exception and post this time will move the calls to Exception which can be viewed by the Team Leader/Supervisor. For Eg:-If Mr. John has set a call-back at 5:30 PM and the exception time is defined 2 hours if John is not available or logged in at 5:30 pm till the exception time, the call-back entry will move to Exception.
Call-back Mode	Maximum Channels define to be utilized for external customer calls.
Call Transfer Type	This option allows to define Maximum channels to be allocated from the trunk group for performing External conference calls.
Max No of call-back	Maximum channels allocated which can be utilized to initiate Conference for the process.
Number of Tries	Maximum channels allocated for Supervisors to initiate barge-in.
Pacing Ratio(in Decimal)	Channel Allocation for Team Leaders to barge-in or Audit the calls.
IVR Template	Maximum channels allocated for Supervisors to initiate barge-in.
Hold Music	Maximum channels allocated for Supervisors to initiate barge-in.
Abandon Rate(in %)	The threshold is defined for the Abandoned rate, based on which the system will generate alerts to the supervisor if the process reaches the threshold.
Dialling Timeout(in sec)	Time definition to disconnect the call if the number is not connected to the customer, ideally, Service providers disconnect the calls in 45-60 seconds, if the process requires more dial-outs the time can be set to 15-30 secs which will increase the number of dial-outs.
Call-back Auto Reset -Specific to General	This option allows resetting all specific call-backs to general call-backs after a specific time. Eg. All specific call-backs can be reset to General call-back after 24 hours this will dial the callbacks for any agent and will not be for specific agents.
Least Cost Routing	This feature allows defining the routing of calls based on different logic through different service providers. Eg . ACS has different service provider lines connected, all STD calls should be routed through a specific provider as the STD rates are low, and specific numbers to be dialed through a specific service provider as it has free minutes associated.
Feedback IVR	Enable the option to set Feedback IVR for the process. This is used to capture Agent feedback about the service and call post-call with the customer.
Feedback IVR Template	Define the Feedback IVR which has the options for capturing the information about the process or Agents Service information.
CLID-Selection Method	CLI which has to be displayed on the Customer number when outgoing numbers are dialed. Business Logic: Random – This will pick up numbers randomly from the DID range associated with PRI Sequential – It will display the CLID in sequential order of DIDs associated with the PRI
CLID- No	Numbers that are listed in the drop-down based on the DID range
Contact Priority	Numbers associated with a customer for Out-dialling, Jodo Cloud allows importing 5 contact numbers for each customer, based on the business logic the priority can be defined on any of the contact numbers imported Eg. On a holiday customers may not pick up Mobile numbers and priority can be set to a Home number which will increase the contact-ability Home Number Mobile Number Personal Number Office Number

Voice Inbound Details

Process Voice In details are used to configure the inbound calls to the system
This window allows to map IVRs for inbound calls, it also allows DNIS number mapping and Feedback IVR Template Mapping for collecting customer feedback.

Field	Description
IVR Template	Associate the IVR Generated using Avhan Call Flow Designer.
Hold Music	Music which can be associated to the process when a customer is kept on hold,this can be different for each process.
Show IVR selected Menu on Call Transfer	Selecting this option will pop-up a window on Agents Screen for the Menu options customer has navigated.
Feedback IVR	Enable the option to set Feedback IVR for the process. This is used to capture Agent feedback about the service and call post call with the customer.
Feedback IVR Template	Define the Feedback IVR which has the options for capturing the information about the process or Agents Service information.
Abandon Rate	Define the threshold of Abandoned % to calculate the service Level.
Max incoming calls	Restrict the number of calls, this feature is used if the no of agents are less in a campaign and traffic is too high, restricting the max incoming calls will not have calls landing on the system and will give a busy tone to customers.
DNIS No	Associate the DNIS numbers for the process on which the calls will be landing and which will be dialled by customers.
Queue	This is the association of different options defined in the IVR and associating it to the process enabling to allow call transfer for the process.

Disposition Details

Disposition Details window is used to map dispositions for associated processes.
These dispositions are further used as reason for saving the calls in the database.
Disposition Templates are created in the Template module and are further mapped to the process through Process – Disposition Details window.
Further, Email and SMS templates can be mapped to these dispositions so that once that disposition is saved, email and SMS gets triggered to the data available in the CRM/DB.

Field	Description
Disposition Details	This lists the dispositions which are set to the process and allows to set Email/SMS templates to the dispositions, based on which the Email/SMS will be triggered automatically when agent selects a particular disposition.

Creating Business Processes (Campaigns) in Jodo

Jodo allows you to define and manage multiple Processes / Campaigns for multiple business functions.

You will find an explanation of how users can create multiple processes in their business activities.

Jodo allows users to create single or multiple communication-enabled business processes and deploy them across single or multi-location teams worldwide.

Field	Description
Organization	Select the name of an organization that is created and to which the new process should be mapped. To create a new organisation please look up Organisation
Process Name	Please name your Process / Campaign (the name of a process has to be unique and easily identifiable to users and supervisors)
Process Description	Please provide a short description of your business process.
From Date	Please enter the start date for the business process / campaign
To Date	Please state the last date for business process operation. Please note that until this date users will be able to access and operate this business process.
Stage	Jodo process creation activity is assigned multiple stages from the time you create a process, test a process and start activities to the end/stop date of the business activity. The different stages (7) that can be assigned in the process/campaign creation are : 1. Configure >> 2. Test >> 3. Start >> 4. Pause >> 5. Restart >> 6. Abandon (Delete) >> 7. Close. Each stage in process creation has defined features/rights, users are not allowed to modify a process in certain stages as part of the in-built Jodo security – user rights management feature e.g. If any users are logged in to a process, the rights to modify a process definition are not available. Users are not allowed to modify any process configuration while the process is in Start stage, to modify the process configuration in this stage, the System administrator needs to change the stage of the process into Configure. Configure: In this stage users with process creation rights are allowed to modify the parameters/values for the creation/definition of the campaign (process). On completion of the process configuration, users can move the process stage to ‘Start’ or ‘Test’ mode. Test: Before moving a process to live operations, in this stage, users can test a defined process with limited users and dummy data to verify all settings are as per the business definitions. This is the UAT (final) stage of campaign (process) creation to check the business logic defined for the process. If there are any problems identified in this stage then users can move back to the Configuration stage and reconfigure the process or they can move the process to the Started stage for Live operations. Started: – This is the Live operations stage, the defined process is Live for the assigned teams, media, and business logic/actions defined. Users cannot make any process configuration changes at this stage. To make any process changes, all users have to be logged off from the process, then change the stage to Closed, then select Restart stage, and then choose Configuration stage. After making the changes, users can either Start or Test the process as per their business SOP. Closed: (Stop): This stage is to end or inactivate a campaign/process. When you select this stage, users cannot access or view the closed process and the process operations are closed. Closed processes can be Restarted by users with rights to restart. Restart: In this stage, the campaign/process can be activated for live operations and users are allowed to execute process operations. from the Restart stage, users are allowed to move the process to the Configuration, Testing, and Started stage. Paused:- In this stage, live processes can be made temporarily Inactivated / Suspended (users will not be allowed to execute the process.) from the Paused stage, users are allowed to move the process to the Restart, Closed, Abandoned stages. Abandoned – This means the Process is stopped or closed and all process information is deleted / made inaccessible to all users.
Agent Threshold Time Template	Agents Threshold Definition for the different status when the agent is logged in.
Disposition Template	We have to select the proper Disposition Template which is made for the process and to is mapped to the process.
Escalation Template	Escalation Template definition.
After Call Save Auto Available	Selecting this option will change the status of agent to Available after call ends instead of agent changing his status manually to available state, this function reflects on the agents Jodo Toolbar.
QA Review Template	Definitions of Quality Team Revive parameters which are mapped to the process.
Media	Jodo have different media features. This have option of selecting different media to a process and a process can be associated to different media. Hence, agents have the functionality to answer calls for different media. You can Select the media’s which have to be associated to the process.

Add User Information

This functionality allows us to create new users.

Field	Description
User Name	Allows to associate name to the user. This will be the identity of the user
Login ID	This field creates a log in for the user. User will be able to access the system using the Login ID
Security Question	This allows associating a security question and answering for the user. This keeps a security check for the added user-type
User Type	User Type defines the Type of user like Administrator, User, Supervisor
Status	Enabling this option enables the user to stay active for the process. If user is not enabled in the system, he/she won’t be able to access the system
Media	Different types of media like chat, email, sms, and voice can be associated to the user. User will be allowed to use the associated media through the system
Next	Saves the details and directs to the next page

Session Management

Session is name given to the automatically created Time period in which the data is imported in Data management module.
Session Management screen displays list of created sessions and allows user to edit.
Every Session is created while importing data into data management module. session has it’s Session name, Import Date, Priority
and Media associated to it.
Search functionality allows us to search Sessions with various search parameters like Organization, Process Status, Process name, Media,
Status of a Session and Date range selector.

Field	Description
Organization	Organization is basically creation of a Tenant and for security purpose which will allow to have different organizations created and process created under organizations and not available to different organizations. It list down all organizations name which are created in Organization tab. Based on selection of organization it will display the process name which are mapped to a particular organization
Process Status	This allows to view the process based on its state, Processes have 3 different states All, Current, Past and Future. All:- This Option will display all the Processes created under a organization Current:- It will list the Processes which are currently active Past:- This will display the Processes which are inactive and less than current date Future:- This will display the process which are created but not currently running and created for future dates
Process	This is option of the process name in which the processes will appear after selecting an organization.
Media	Media is a definition of different modules available in JODO Cloud, the different media available are Voice-IN, Voice-Out, Email and CHAT, It provided search criteria on Media which are associated to the Processes.For Eg:- if Voice -in and Voice -out Media is associated to a Process it will display all the Processes which are associated with this media
Session	This is the option of Session status such as Active/Inactive.
Date	Sessions can be viewed by selecting the Date Range
Search	Search button allows us to search processes based on the filter criteria define with the available filter options.
Apply	Apply button allows us to apply the selected options in filter.

Email Workflow Templates

Jodo will let you create, manage and select multiple customized templates to send as per required email actions in the business workflows.

On creation of a defined email workflow,

The email workflows can also automatically pick up data from mapped databases before the email is sent to customers

Data retention period and recoding retention period in days can also be set in Workflow templates

Field	Description
Active	Selecting the Active option will display all the active Email workflow templates available to be applied in business campaigns/processes.
Inactive	Selecting the Inactive option will display all the inactive Email workflow templates, based on the campaign/process requirements, inactive processes can be made Active.
All	Selecting All will display all the configured Email workflow templates in the system
Add	Click on the Add button to create a new Email workflow templates and to add new email workflow templates in the Jodo system.
Workflow Template Name	Workflow Templates Name shows the list of configured workflow templates by their name
View	Clicking View will show the content / settings of the email workflow templates
Edit	Clicking Edit will edit the existing template. Content of the email can be edited using edit option
Save As	Save As option allows duplication of the existing workflow templates. Duplication of workflow template saves time while creating a new campaign or creating new workflow templates
View Campaign	View Campaign displays the campaigns to which the Email workflow template is associated. This helps to figure the allocation of templates to map it to new campaigns/business processes
View Organization	This allows users to view the organizations or campaigns/processes associated with a particular workflow template. Users can associate or dissociate any organization too from a particular workflow template
Delete	Delete option allows deleting the email workflow templates from the workflow templates list

Organisation

This functionality allows modular architecture and gives flexibility to run multiple processes for different organizations simultaneously
Organizations can have Parent organizations and child organizations
It is necessary to create an organization before creating a process

Field	Description
Add	Allows to add a new organization
Organization Name	Shows the name of the organization
Parent Organization	Name of the parent organization
City	Displays the name of city
Edit	Allows to edit the configured organization
Group	Name of the group
View Process	Allows to view the process to which the organization is mapped
View Template	This allows the user to view the templates associated to the particular organisation
Delete	Allows to delete the configured organization

Add New Role

Field	Description
Role Name	Allows to add name to the defined role.
Group	Select the Groups to associate with the role
Next	Saves the details and directs to the next page.

jodoLink Brochure

Please download the jodoLink Brochure

How to create a group

Customer History

Data Management

Detailed view of Online business users / teams

Online Business User Information displays all user information that is actively executing business processes in the business (In Contact Centers, these could be agents operating on the floor.)
The user’s information can be extracted based on campaigns, Queue selection, user teams, and on the basis of online user status.

Field	Description
Data Display Template	Data Display Template allows to select the data display type for the information to be viewed.
Process	Available process can be selected from the process drop down – this is the process for which the information needs to be viewed.
Queue	Queue drop down allows to select the queue for which the information needs to be displayed.
Status	Queue drop down allows to select the queue for which the information needs to be displayed.
Extension(Note indicates mandatory field)	Agent Information can be filtered using Agent Extension numbers.
Group	Agent Information for a particular group can be viewed by selecting particular group name from the group drop down option.
Message / Send Message	Message tab allows to type text for sending message to selected agent. Clicking on Send button will sent the typed message to the agent.
Barge In Types	Barge In Type allows to barge in the call, Types of barge in allowed by the system are – Silent,Coaching and Conference.
Silent/ Coaching/ Conference	Silent: Supervisor can here the conversation of agent and customer without both the parties knowing about it. Coaching:Supervisor and Agent will be able to talk to each other without customer knowing about it. Conference:Supervisor, Agent and Customer will be allowed to talk using Conference Barge in option.
Start Barge In/Lazy Agents	Selecting the type of barge in and clicking on Start Barge In option will initiate the type of barge selected by the supervisor.

Generate reports

login page

Once the user has logged in to the business app, they will see the Toolbar widget. The user should now log in to Jodo using their log-in credentials to start using telephony features like click to dial, conference, etc.

What is Jodo BPP Digital ?

Jodo BPP’s WebRTC (Web Real Time Communication) solution, where entire communication between an organisation’s user with a customer happens exclusively and entirely on the browser using digital media, is termed as Jodo BPP Digital.

Push Data

Purpose:

This function is used to push customer data to Jodo Application.
If Media is voice & contact Number is valid, data push for dialing.

Pre-requisite for TTS
Status :: 10500 → After TTS covert, status changed to 1001
TTS web hook need to map with Process + Data Import event
TTS Web Hook :: Commercial service and need separate subscription.

Use Cases:

⦁ Initiate and handle customer call from CRM / Business Application screen:

Start Call in Jodo Platform for specific contact data on click (or as a background trigger) by CRM / Business application.
This can also be used in case of Click-to-call campaigns across multiple media.

⦁ Incoming calls screen-pop as response to multi-media campaigns from external platforms (mostly useful in Marketing Automation driven SMS / Email Marketing Campaigns)

External platform can use API to send customer data into Jodo Call guide before scheduled campaign time and agents will get a screen pop-up in Jodo Call Guide.

⦁ Make Multi-lingual calls using Automated voice (Engineered voice) via Text to Speech Engine

(Jodo Messenger Dialer integrated with Cloud TTS Service. E.g., Google / Amazon etc.)

In this case Jodo receives Customer First Name & Last Name via Push API in real-time.
Jodo pushes data to target TTS Engine API. (User defined in configuration)
After TTS API response received, Jodo dials contact number passed in request and start interactive message flow at scheduled time.

User Input Parameters:

Node	M/O	Data type size	Value	Description
Method	M	Text	ImportProcessData	Unique Command for JSON Request. (This method value cannot be changed)
apikey	M	Text	test_org	Unique key mapped to an organisation. (API key will change according to client organisation)
servicekey	M	Text	VoiceProcess	Unique key mapped to the voice media process. (Service key will change according to client process)
Media	M	Text	11	Media for the received data. (e.g., 1=Email In (Incoming / received email) 2=Email Out (Outgoing / Sent email) 3=SMS In (Incoming / received SMS) 4=SMS Out (Outgoing / Sent SMS) 8=Chat (Website / messenger Chat conversation) 11=Voice In (Incoming / received Voice Call / session) 12=Voice Out (outgoing / Sent Voice call / session) 21=Social Media – Twitter channel 22=Social Media -Facebook channel 31=Video Refer table below for Media Information values
Data	M	Text	[ { “leadnumber”:”1″ “name”:”Ram” “mobilenumber”:”1234567890″ “emailid”:”v@avhan.com” “callDateTime”:”2018-06-20 09:07:00″ “calltype”:”71″ “dateofleadcreation”:”2012-02-22″ “timeofleadcreation”:”12:00:00″ “extrafield1″:”1” “extrafield2″:”2” “extrafield3″:”3” }, { “leadnumber”:”2″ “name”:”abc” “mobilenumber”:”1234567891″ “emailid”:”v1@avhan.com” “callDateTime”:”2018-06-20 09:07:00″ “calltype”:”41″ “dateofleadcreation”:”2012-02-22″ “timeofleadcreation”:”12:00:00″ “extrafield1″:”11” “extrafield2″:”21” “extrafield3″:”31” } ]	Customer data in JSON Array (Needs mobile number, name, email ID).
updateparam	M	Text	Mobilenumber / customercode / crmuniquefield	The parameter used for data check to update and insert data. (like Mobile number or Customer code or CRM unique field)
reqdatetime	M	Text	2018-11-12 14:00:05	Date and Time of the request. (Date format: YYYY-MM-DD hh:mm:ss)
CallDateTime	O		2018-11-12 14:00:05	Date and Time of the request. (Date format: YYYY-MM-DD hh:mm:ss)
Calltype	O		5	Refer table below for call type values
userlogin	O		test@avha.com	Valid login ID that exists in Jodo Platform

Multiple trunks handle prefix for domestic and international calling differently and based on the Trunks used in your operations you will need to standardise the data in your applications with the appropriate prefix.
e.g., GSM trunks / Gateways can process + for international dialing as a prefix while TELCO trunks need you to assign 00 as prefix for international dialing. Similarly domestic dialing code prefix may be different in parts of the world.

Developer should replace + with dialing prefix based on trunk configuration

Output Parameters:

Node	Value	Description
method	Reallocatedata	Unique Command for JSON Response
resdatetime	2018-11-12 14:00:05	Date and Time of the response. (Date format: YYYY-MM-DD hh:mm:ss)
status	001	Refer the status parameter table
statusdesc	success	status parameter description

Return Value:
This API returns one of responses listed below in JSON format.

Request with updateparam mobilenumber:

				
					{
"method":"ImportProcessData",
"reqdatetime":"2018-11-12 14:00:05",
"servicekey":"VoiceProcess",
"apikey":"test_org",
"media":"11",
"updateparam":"mobilenumber",
"data"
[

{ "fname":"suvarna", "lname":"gadakh",
"mobilenumber":"00918452892308",
"extra_params":"xyz",
"call_type":"5"},
{ "fname":"suvarna", "lname":"gadakh",
"mobilenumber":"00918452892308",
"extra_params":"xyz",
"call_type":"5"}

]
}

Request with updateparam customercode:

				
					{
"method":"ImportProcessData",
"reqdatetime":"2018-11-12 14:00:05",
"servicekey":"process1",
"apikey":"MsQgi5/gKVZusW5XziRf76nHbn9JxU4VDSWwongD5dU=",
"media":"11",
"updateparam":"customercode",
"data"
[
{
"leadnumber":"1"
"customercode":"1"
"name":"Ram",
"mobilenumber":"1234567890"
"emailid":"v@avhan.com"
},
{
"leadnumber":"2"
"customercode":"2"
"name":"abc"
"mobilenumber":"1234567891"
"emailid":"v1@avhan.com"
}
]
}

Request with updateparam crmuniquefield:

				
					{
"method":"ImportProcessData",
"reqdatetime":"2018-11-12 14:00:05",
"servicekey":"process1",
"apikey":"MsQgi5/gKVZusW5XziRf76nHbn9JxU4VDSWwongD5dU=",
"media":"11",
"updateparam":"crmuniquefield",
"data"
[
{
"leadnumber":"1",
"customercode":"1",
"name":"Ram",
"mobilenumber":"1234567890",
"emailid":"v@avhan.com",
"callDateTime":"2018-06-20 09:07:00",
"calltype":"71",

},
{
"leadnumber":"2",
"customercode":"2",
"name":"abc",
"mobilenumber":"1234567891",
"emailid":"v1@avhan.com",
"callDateTime":"2018-06-20 09:07:00",
"calltype":"41",

}
]
}

ImportProcessData JSON Response

				
					{
"method":"ImportProcessData",
"resdatetime":"2018-11-12 14:00:05",
"statuscode":"001",
"statusdesc":"success"
}

ImportProcessData JSON Fail Response

				
					{
"method":”ImportProcessData”,
"revisionno":"1",
"status":5,
"statusdesc":"fail",
"resdatetime":"2018-11-12 14:00:05"
}

Status Code Information

Status	Status Description
01	Success
14	Customer data not found
15	Date range not proper
16	Invalid To Date format
17	Invalid Media
18	Media Not found
19	Media Found blank
24	Update Parameter not found
25	Update Parameter blank
26	Invalid Update Parameter

CALL Type Code Information

Call Type	Call Type Description
5	Hot Lead
21	Callback Call
31	Preview Callback Call
41	General call back
71	Preview Call
1001	Fresh Call

Media type:

Media Id	Media Information
1	Email In
2	Email Out
3	SMS In
4	SMS Out
8	Chat
11	Voice In
12	Voice Out
21	Social-Twitter
22	Social-Facebook
31	Video

Web Based D2C Communications from Websites

User device specificatins

User-device-specificatins

Starting Jodo Chat

Click on the chat icon to start a chat conversation with your contact
Clicking on the chat icon will open a chat window.
Type in the chat bar and start your conversation with a business user from Anywhere in the world.

If call-back form tab is not visible to you..

The call-back form is configured via Jodo Services. Click on the ‘Configure Other’ to access the call-back form (if the call-back form is yet not available to you then go to the advance setting).

Jodo Toolbar Welcome page

This is the page post successful login.

This welcome page also provides you access to extensive documentation to use JodoLink via the buttons provided below namely Quickstart, FAQs & Troubleshooting, and User Guide.

Create new import

Click on the new import to create new import file.

Steps to Add Jodo in Web Apps

To include Jodo World Toolbar Widget in CRM / Business Application, following java script should be added at end of project.

It is essential to not refresh page. If page is reloaded, it will reload widget and agent will be logged out. It is recommended to follow IFRAME approach for CRM / Business Application so entire page is not reloaded.

				
					<script type="text/javascript" src="https://serverip:portnumber/toolbarwidget/js/jodocloudtoolbar.js"></script>
<script type="text/javascript" src="https://serverip:portnumber/toolbarwidget/js/HandleCRMRequest.js"></script>
<script type="text/javascript" src="js/CRM.js"></script>

Login

Logout

Dispose Call

Make Phone Call

End Call

Hold Call

Unhold Call

Change Status

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Login
Logout
Dispose Call
Make Phone Call
End Call
Hold Call
Unhold Call
Change Status

Login

Description:

This method is used to login into Jodo World. CRM / Business Application can invoke this method with user name & password. When logged in successfully, CRM / Business Application can receive events and invoke methods. Jodo World does not honor any requests till Login() method is invoked.

				
					var loginrequest = {
	"Login_ID": StrLogin,
	"Password": Strpasswd
};
sendLoginParameters(loginrequest);

Logout

Parameters:

None

Description:

This method is used to logout from Jodo World. User must be logged in to Jodo World before invoking this API. After successful logout, Jodo World Widget stops sending events and processing requests.

				
					var logoutrequest = {
	“reason”: 10
};
Logout (logoutrequest);

Dispose Call

Purpose:

This method is used to dispose interaction (call). Once Disposition is saved, user can receive / initiate next interaction. Jodo World User must be in Wrap-Up / AUX state to invoke this method. Method fails if user is in different status.

Jodo World processes request and return result as per parameter value. If call is disposed successfully on Jodo World end, Jodo World sends available / ready status if configured for auto available or remain in same status when auto ready / auto available is disabled.

Input Parameters:

Sr No.	Parameter	Description	Data Type	Example
1	dispoMasterId	Disposition Master value	int	6
2	dispoReasonId	Disposition reason value	int	12
3	dispomatertext	Human readable value of Disposition	String	Not Interested
4	disporeasontext	Human readable value of Reason	String	Call after 3 months
5	callbackDate	Selected date for only Call back and Sale / Lead call type status Date Format yyyy-MM-dd HH:mm:ss 2013-11-10 23:10:10 dd-MMM-yyyy HH:mm:ss 10-NOV-13 23:10:10	Date	31/03/12 01:08
6	CallbackContactNo	Callback Contact Number for call back status.	String	09878564321
7	nAuditCode	Audit Flag – identified if interaction needs to be audited	Number
8	remarktext	Remarks to be saved	String	Remarks about interaction

Sample Request

				
					var saverequest = {
	“dispoMasterId”: 10,
	“dispoReasonId”:5,
	“dispomatertext”:”Not Interested”,
	“disporeasontext”:”Call after 3 months”,
	“CallbackContactNo”:”0987xxxx545”,
	“callbackDate”:”10-Dec-2016 11:00:15”,
	“nAuditCode”:0,
	“remarktest”:”Recently purchased product”
}
DisposeCall (saverequest);

Response is communicated in event handler

Command	Description
callsavesuccess	Call data is saved successfully
callsavefailed	Failed to save data

Make Phone Call

Purpose:

This method is used to initiate phone call directly from CRM / Business Application.

CRM / Business Application has to send following parameters to dial a call

Sr. No.	Parameter	Description	Data Type	Example
1	phoneNo	Phone number to be dailed	Text	0676779289
2	processld	Jodo World Process Identifier	int	12

Sample Request

				
					var request = {
	“phone_no”:”875485485345”,
	“processid”:10
}
MakePhoneCall (request);

End Call

Purpose: This method is used to end active call. It can be invoked any time when call is in progress or active / connected

EndCall();

Response is communicated in event handler

Command	Description
EndCall	Call is terminated successfully
EndCallFailed	Failed end data

Hold Call

Purpose:

This method is used to put active call on hold.

HoldCall();

Response is communicated in event handler

Command	Description
holdsuccess	Call is placed on hold
holdfailed	Failed to place call on hold

Unhold Call

Purpose: This method is used to unhold call, which was kept on hold previously.

Sample Request:

UnholdCall();

Response is communicated in event handler

Command	Description
unholdsuccess	CAll is unhold from hold successfully
unholdfailed	Failed to unhold call

Change Status

Purpose:

This method to change status / mode of logged in user. We need to pass status code as parameter.

Parameters:

Sr No.	Parameter	Description	Data Type	Example
1	Nstatus	Status Code	int	12

Request

				
					var newstatus = {
	“status”;1
}

Agent Status Codes

Status Code	Description
1	Available/ Ready
11	Not Available / Not Ready
12	User defined code 1
13	User defined code 2

Response is communicated in event handler

astatus	Description
astatus	Indicate Change in Agent Status
Message	Indicate actual status Available NotAvailable Talking Dialing preview calltransfer

Logout

Parameters:

None

Description:

This method is used to logout from Jodo World. User must be logged in to Jodo World before invoking this API. After successful logout, Jodo World Widget stops sending events and processing requests.

				
					var logoutrequest = {
	“reason”: 10
};
Logout (logoutrequest);

Jodo for CRMs

Jodo for Dynamics

Jodo for Salesforce

Jodo for SugarCRM

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Jodo For Dynamics 365

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Jodo For Salesforce

Jodo for SugarCRM

Jodo For SugarCRM

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Jodo Digital Brochure

Jodo Ai - Conversations for the Connected World

jodoLink transform emails

To add jodoLink in your email signature simply select your name, right-click and choose Hyperlink. Add your jodoLink in the web address field and click on OK.

Note:- The procedure may vary depending on the email clients

New user registration

You are entitled to a 7 days free trial and your subscription will begin at the end of the free trial.

Please enter your payment details and click on the start trial.

Email signature

Transfer your email marketing – Turn every email into a live conversation with jodoLinks.

Watch the video to know more

Step 1:- jodo Link TRANSFORMS Email Marketing – Emails with jodo Link start LIVE Calls and video connections between customers globally and business employees

Step 2:- Use Jodo Link in any email marketing platform and start Jodo DIGITAL communications.

Step 3:-Simply Add jodoLink in email campaigns, email recipients can now talk directly with you from INSIDE your email, without any phones or telecom equipment

Step 4:- ADD Jodolink in your email signature or add it to email content or graphic images and start doing business directly across the world.

Step 5:- Jodo Digital communications can be initiated from any device. There are no Toll-Free or long distance costs in global business operations

Step 6:-Clicking on a jodo Link URL opens a jodo Link webpage page automatically. Each jodo link is unique and opens a subscriber’s page.

Step 7:- Jodolink webpage allows customers to start a voice call, video call, or a chat securely with the subscriber business and supports share screens + document sharing functionality for D2C business operations

Step 8:- With jodo, you can start a LIVE video call to create highly personalized business relationships.

Logging into the Jodo Toolbar

Toolbar URL has been shared with you on Email

Step 1: Enter your login credentials

Step 2: Enter the Captcha value

Step 3: Select your Language

Step 4: Click on Login Button

Add Quick responsive template

Current Status

Purpose:

Used to obtain real-time status of Jodo users.
Also, used to allocate data after check user status.

Use Case:

This API is used by CRM / Business Application to get real-time status of Jodo user.
It should be called before call disposition API.
Based on status, CRM / Business Application can take next action – push new data for processing / calling.

User Input Parameters:

Node	M/O	Data type size	Value	Description
method	M	Text	userStatus	Unique Command for JSON Request. (This method value cannot be changed)
apikey	M	Text	test_org	Unique key assigned to an organisation. (API key will change per client organisation)
servicekey	M	Text	VoiceProcess	Unique key map to the process. (This service key will change per client process)
loginids	M	Text	[“rupesh.v@avhan.com”,”t est@avhan.com”],	Jodo user login id
reqdatetime	M	DateTime	2018-11-12 14:00:05	Date and Time of the request. (Date format: YYYY-MM-DD hh:mm:ss)

Output Parameters:

Node	Value	Description
method	userStatus	Unique Command for JSON Response
resdatetime	2018-11-12 14:00:05	Date and Time of the response. (Date format: YYYY-MM-DD hh:mm:ss)
status	001	Refer the status parameter table
statusdesc	success	status parameter description
Statusdata	JSON Array	“currentstatus”:5,”currentstatusdesc”:”Talking”,”statusdesc”:”Succ ess”,”login”:”user8″,”status”:3
currentstatus	5	5 1, 5, 2, 7
currentstatusdesc	Talking	Available, Talking, Manual, Wrap-up
duration	10	Duration in current status in seconds.

Return Value:

This API returns in one format I.e. JSON format.

JSON Request

				
					{
 "method":"userStatus",
 "apikey":"test_org",
 "servicekey":"VoiceProcess",
 "loginids":["rupesh.v@avhan.com","user10"],
"reqdatetime": "2017-11-20 10:00:05"
}

JSON Response

				
					{ "statusdata":[
{"duration":100,"currentstatus":1,
"currentstatusdesc":"Ready",
"statuschangetime":"07-Mar-19 11:59:59 PM", "login":"user1","statusdesc":"Success","status":3}
{"duration":11,"currentstatus":11,
"currentstatusdesc":"System Sent NA",
"statuschangetime":"07-Mar-19 11:59:59 PM", "login":"user10","statusdesc":"Success","status":3}
],
 "method":"userStatus",
 "timestamp":"2019-03-08 11:53:02"
 }

User Status Code Information

Status	Status Description
1	Ready
2	Manual Call
3	Preview Call
4	ACD
5	Talking
6	Hold
7	Wrapup
8	Dialing
9	Live Session
10	Transfer

Screen sharing

Participants can share screen to show documents/product manuals using the screen share button.

Change Status

Cloud makes business more mobile driven

Around 10 years ago almost every business resource was tied to an office in some way. The desktop workstation, desk phone, and paperwork were the mainstay of an Enterprise with rows of pods, cubicles, and work zones defining the office layout. The printers in the print room – the insufferably hot server room, the copier by the water cooler – businesses catered for every aspect. But then things started to change; networks became more robust, more capable – and much faster – data storage services began to appear in the Cloud – VoIP and SIP made their debut across many platforms – and devices became smaller as the transition to a digital service world became more widespread. Not only that – but the needs of the workforce changed, too – BYOD (bring your own device), laptops, tablets, smartphones, remote working – working from home… a whole new world.

The majority of this seismic shift in business operations has been driven by the widespread availability – and the affordability – of cloud services. Storage and software services (SaaS) and whole platforms and solutions for HR, ERP, or CRM (PaaS/IaaS) have replaced the need for those cumbersome – and expensive – on-site server rooms and server farms. With more memory and capacity than ever before, smart devices and smartphones have given a workforce the freedom to be anywhere – and do any of the things they used to be tied down at the office with.

Today, the availability – and diversity – of Cloud services have expanded exponentially. Catering for web-, mobile-, app- and device-based systems, the Cloud provides a new global backbone for a mobile business enterprise workforce. Gone are the server rooms and legacy mainframes, the standard office layouts, the need to physically “be” where you are needed – anywhere in the connected world. A workforce can be dynamically created and managed from any place, at any time, serving a business enterprise from a central hub, ensuring everyone is connected – and kept in the loop.

If this doesn’t sound like your organization… maybe it’s time to speak to us about mobilizing your workforce and making the Cloud work for you?!

Manage Business users (types)

User Creation

Add User Information

Create Password

Edit User Details

User Contacts

User Skill Associate

User Group Association

Bulk Data Request

Bulk User Request Status

Group Creation and Management

Add New Group

Edit Group

User Group Associate and Disassociate User

Associated Organization

View Associated Progress Information

Associated Roles

Preview Manual Permission

Articles

User Creation
Add User Information
Create Password
Edit User Details
User Contacts
User Skill Associate
User Group Association
Bulk Data Request
Bulk User Request Status
Group Creation and Management
Add New Group
Edit Group
User Group Associate and Disassociate User
Associated Organization
View Associated Progress Information
Associated Roles
Preview Manual Permission

User Creation

Users can be created/added/deleted through user management option.
These users can be added individually as well as bulk add option is available as a tool in this system.
Once user is created, roles and rights are assigned to these users through this system.
urther these users are associated to different user groups and these groups are then associated to the process while process configuration.

Field	Description
User Type	User Type shows the drop down for different type of users like administrator,teamleader,user,supervisor etc. This allows select the type of users which needs to be added in the system
Status	Shows the active and inactive status of the user
Bulk Add	Allows adding bulk users in the field.Bulk Add option saves administrator’s time in order to add more than one user at a time in the system
Add	Allows adding new user. Enables creating a new user login for the system
Date	Users can be searched based on From Date and To Date
Search	Allows to search the system based on available filters like user type, status, from date – to date etc.
Reset	The User can change the password by clicking on reset button corresponding to a user.

Add User Information

This functionality allows us to create new users.

Field	Description
User Name	Allows to associate name to the user. This will be the identity of the user
Login ID	This field creates a log in for the user. User will be able to access the system using the Login ID
Security Question	This allows associating a security question and answering for the user. This keeps a security check for the added user-type
User Type	User Type defines the Type of user like Administrator, User, Supervisor
Status	Enabling this option enables the user to stay active for the process. If user is not enabled in the system, he/she won’t be able to access the system
Media	Different types of media like chat, email, sms, and voice can be associated to the user. User will be allowed to use the associated media through the system
Next	Saves the details and directs to the next page

Create Password

This functionality allows us to create new passwords for new users.

Field	Description
User Name	It displays the username created by the new user.
Login ID	It displays login ID created by the new user.
New Password	You can create the password you want. * indicates that Password format should have at least one upper and lower case letter, special character & digit.
Next	Saves the details and directs to the Edit User details page

Edit User Details

This functionality allows us allows to edit the personal details of the user

Field	Description
Edit User Details	Allows to associate name to the user. This will be the identity of the user
Next	Saves the details and directs to the User Contacts Page

User Contacts

This functionality allows us allows to edit the contact details of the user

Field	Description
Contact Type	Various contacts like Email Id, Facebook Id, Skype Id can be associated to the user
Value	Its the field with captures the Id of the user
Add	This option allows adding the value and contact type to the User Contact list and associate it to the user
Next	Saves the details and directs to the User Skill Associate Page

User Skill Associate

This functionality allows us to edit the user skill details of the user

Field	Description
Skill	Different type of skills can be associated to the user Eg. Language Skills, Product Skills These skills are used for call distribution and routing through ACD
Skill Details	Details of master skill are defined here – Language: English
Proficiency	Proficiency can be defined of that user in order to rout the call to correct agent Preferences for call routing can be decided in order to utilize the available resources effectively and efficiently
Add	Saves the details to the user account
Next	Saves the details and directs to the User Group Association Page

User Group Association

Select Non-Associated users and click on Associate to associate users to group Click on Finish

Field	Description
Associate	Users can be associated to the group
Finish	Saves the page and directs to the main page
Add	This option allows adding the value and contact type to the User Contact list and associate it to the user

Bulk Data Request

This functionality allows adding bulk users in the field.
Bulk Add option saves administrator’s time in order to add more than one user at a time in the system.

Field	Description
File	Select the file which is to be uploaded.
Column Delimiter	You can select any delimiter from ‘,’ or ‘$’ or ‘.’ or ‘#’
Upload	It will upload the selected file to the system

Bulk User Request Status

It shows the status of Bulk user added to the system.
It shows the details like Request time, File name, User Name, Status Description etc.

Field	Description
Date	Bulk user request status can be viewed by selecting date range Eg. From Date and To Date
Show	This will display the Request status based on the date range selected
Search	User can enter the process name and search.
Display	It gives us the count of the list of processes associated to the group and also allows the user to choose the number of records to be displayed on the screen.
Request ID	Every request is assigned a unique request ID.
Request Date Time	It shows the date and time of the request.
File Name	It shows the name of the file.
Delimiter	It shows the delimiter used for the file.
Username	It shows the name of the user associated with the file.
Process Date Time	It shows the name of the user associated with the file.
Status Description	It shows the name of the user associated with the file.
Imported	It shows the name of the user associated with the file.
Rejected	It shows the name of the user associated with the file.
Download	The user can download the file and view it.

Group Creation and Management

Group is a set of users
These users are clubbed together based on the skills required for a particular process and later they are associated to the processes while process configuration

Field	Description
Active	Shows all the active Groups
Inactive	Shows all the inactive Groups
All	Shows all the configured Groups
Add	Allows to Add a new group to the system
Search	User can enter the Group name and search
Group Name	It will List down all the created Groups.It acts as a searching Criteria
Parent User	It shows us the parent user associated to the group.
View	It shows us the user’s associated to particular group and the user type
Edit	Allows to Edit the existing Group
User	It shows us the user’s associated to particular group and the user type
View Process	Allows to view the processes mapped
View Organization	This allows the user to view the organizations associated to a particular group
Delete	Allows to delete the configured Group.For Deleting the group,it is necessary to ensure that the group is not associated to any process.

Add New Group

This functionality allows us to create new groups.

Field	Description
Group Name	Allows us to Name the Group
Next	Saves the Details and directs to the next page

Edit Group

It allows us edit the details of a particular group.

Field	Description
Group Name	It shows us the name of the group and allows us to change it.
Select parent user	It shows us the name of the parent user and allows us to change it.
Active	It shows us whether the group is active or not and allows us to change it.
Back	It directs us to the group creation and management page.
Next	Saves the details and directs to the associate and page

User Group Associate and Disassociate User

Users can be associated to a particular group and can be managed easily
This simplifies task when we want to allocate certain privileges, make changes to large number of users, we can implement for a group and they will be effective to all the users associated with that group
We can create group of Agents, TL’s, Supervisors, Quality Personal and allocate different rights and permissions to them easily.
Select Non-Associated users and click on Associate to associate users to group Click on Finish.

Field	Description
User Type	User Type shows the drop down for different type of users like administrator,teamleader,user,supervisor etc. This allows select the type of users which needs to be added in the system
Associate	Allows to associate selected user to the group
Disassociate	Disassociate the selected user from the group
Finish	Saves the Details and directs to the main page

Associated Organization

t shows us the list of associated organizations to a particular group.

Field	Description
Group	It shows us the name of the group.
Back	It directs us to the group creation and management page.

View Associated Progress Information

It shows us the list of associated processes to a particular group.

Field	Description
Group Name	It shows us the name of the group.
Process Name	Proper Process / Campaign name needs to be defined.
Process Mode	It shows us the mode of the process.For eg:Messenger,Progressive,Predictive,Scrubber
Status Description	It shows us the status of a particular process.For eg:Started,Paused,Configuration,Abandent.
From date	Start Date when the process is created.
To Date	Start Date when the process is created.
Search	User can enter the process name and search.
Display	It gives us the count of the list of processes associated to the group and also allows the user to choose the number of records to be displayed on the screen.
Back	It directs us to the group creation and management page.

Associated Roles

It shows us the list of associated roles to a particular group.

Field	Description
Group	It shows us the name of the group.
Back	It directs us to the group creation and management page.

Preview Manual Permission

This option allows us to set Preview and Manual Dialing permissions for Users
We can search users based on their association with an Organization,Group, Name, Login Id, User Type, etc.
Click on check boxes to enable / disable permissions.
Permissions can be assigned by selection of Organization, Group and User Type.

Field	Description
Group	User can choose for the required group name.
Organization	User can choose for the required organizations name.
Manual	Enable on Manual will assign permission of manual dialing to the selected user.
Preview	Enable on Preview will assign permission of preview dialing to the selected user.
Display	It gives us the count of the list of processes associated to the group and also allows the user to choose the number of records to be displayed on the screen.
Apply	It displays the list of users as per the organization and group name selected.
Search	User can enter the process name and search.

Jodo Cloud Deployment Architecture(Digital)

Jodo Cloud - Deployment Architecture_v4.1 - Digital

Assigning User Teams (Groups) to Campaigns

Jodo allows you to assign multiple users and teams (Groups) to execute workflows as defined for the business campaign.
Only assigned team members can view and execute business actions.

Field	Description
Available Teams	you can view the list of teams and select the teams to be assigned to the campaign.
Assign (Select)	Please select the teams that are authorized access and rights for your campaign and click on the ASSIGN button to authorize.
Assigned Teams	You can review the list of assigned teams for a campaign here.
Remove Teams	You can remove team/s from processes by selecting the assigned teams and clicking on REMOVE TEAMS Note: At least one process has to be assigned to a campaign that is in the START stage.

Jodo Cloud Telephony solutions

Create Password

This functionality allows us to create new passwords for new users.

Field	Description
User Name	It displays the username created by the new user.
Login ID	It displays login ID created by the new user.
New Password	You can create the password you want. * indicates that Password format should have at least one upper and lower case letter, special character & digit.
Next	Saves the details and directs to the Edit User details page

Preview Management

Preview Management is used for previewing request processes of created sessions and it’s details.
Preview Calling management allows the agent to equally distribute some of the important customer’s
contacts to the various agents.
It is used for viewing calling processes, The request has request id, User name, Process name,
Session name, Process type, Status and Request details.

Field	Description
Date	Sessions can be viewed by selecting the Date Range.
Process	This is option of the process name in which the processes will appear.
Search Button	Search button allows us to search the requests based on the filter criteria define with the available filter options.
Add	To create New View/Request process.
Display	It is used to display particular number of records per page.
Search	Request process can be searched using various options such as request id, User name, Process name, Session name, Process type, Status and Request details.

Creating New Email Workflow Templates

Field	Description
Email Workflow Template Name	Assign Name to the Email Workflow Template – This name will be associated with the Live campaigns.
From Email	Enter the Email address from which the email in this workflow template will be sent.
To List	Target email address to which the email needs to be sent
CC List	Can add an email address to which CC emails need to be sent
BCC List	Can add an email address to which BCC emails needs to be sent
Variables	You can create and assign Dynamic variables to be added in the email body/subject when the emails are sent.
Subject	Email Subject line for an email workflow template is assigned here. This line will appear as the subject line for the email sent by the system
Insert	Insert Variable into Body or Subject
Body	Enter the text which needs to be sent as Email content in the body of the email. This will be the email content in template form
HTML	This option provides the option to save templates in HTML mail format or Text mail format
Status	The active/Inactive option in the status tab provides the supervisor to enable or disable the current email workflow template
Next	Clicking on Next takes you to the File Attachment Window
Finish	Clicking on Finish saves the current template and takes you back to the main Email Template Window
Cancel	Clicking on Cancel will not cancel current screen information and will take you to the Email Template page

Add Organization

his functionality Allows to Add new organization in the system

Field	Description
Add New Organization	Allows to add basic details of the organization like Parent Organization Name, Address line, Country, State, City
Next	Saves the details and directs to the next page

jodoLink Onboarding Videos

JodoLink Onboarding Videos gives you the Video Solution of Jodo Settings.

Jodo Toolbar

Explanation of the business Jodo User Interface (Toolbar)

Jodo Services

Configure features in your JodoLink Subscription

Jodo Store

How to subscribe to the JodoLink

Company Details

Configure and manage your company details

Advanced Setting

Configure features to define Customer User journey

Customer Form

Setup Customer form to manage customer interaction

Form Configuration

Configure the Callback and Welcome forms

Jodo Widget

Explanation of the Jodo Customer Interface

Reports

Jodo Reports

Role Function Permission

Jodo Toolbar Widget (Phone)

Articles

Jodo Integration with Business App
login page
Click to dial
Screen pop
Call function
Workflow integration
Disposition
Recording
Integrating Jodo Cloud

Jodo Integration with Business App

Jodo integration with LMS / business app helps to bring in all telephony functions within the business app thereby eliminating the need to toggle between multiple apps.
Jodo provides you the flexibility for users to work anywhere in the world.

login page

Once the user has logged in to the business app, they will see the Toolbar widget. The user should now log in to Jodo using their log-in credentials to start using telephony features like click to dial, conference, etc.

Click to dial

Once the sign-in to Jodo is completed, all communications will be enabled and are handled from within the app itself. A user can initiate a call by clicking on the call icon within the app.

Screen pop

If the screen pop is enabled, the customer record will be displayed on the user’s screen.

Call function

Users have all the standard communication options like Conference, Hold, Call Transfer, etc.

Auto Responsive

Features

Test PPt

Add modu;e

about Jodo Service Key and API Key

FAQ

Articles

Jodo Service Key and API Key FAQ

What is the Service key?

What is an API key?

I don’t have the Service key. What should I do?

I don’t have an API key. What should I do?

Can I change my Service key?

Can I change my API key?

Can I share my API key?

Can I share my Service key?

What is CRM Uniquefield?

Can we Import Multiple Records in a single request?

What is Process ID?

How do I find/know my Process ID?

Do I need a user ID & password to access API Server?

Is it necessary to pass all parameters while invoking API?

Do I need to change my application if you release a new API?

I am getting an unexpected response. What should I do?

Can I pass data in different languages?

Our application support localization. Can I use your API to store data?

API call returns success, but the call is not getting dialed

When I try to save the call disposition, I get an invalid status response.

My request to save disposition is successful, but the agent status remains the same.

My status is not changed even though the interaction got over

How do I pass the phone number to API? Should I prefix 0? Should I prefix the country code?

Can I schedule a call request to dial after a year?

Transform business processes, hierarchies, and management structures

Jodo VBR Brochure

Meeting Recording

Online Overview

Cloud Digital Workplace Technology Framework

User Creation

Data Management Overview

Jodo Workflow Templates Overview

System Configuration

Jodo D2C - Work from Home

jodoLink Use Cases

How to add jodoLink in Word documents

How to add jodoLink in QR code

jodoLink in Business Document

jodoLink transform emails

Add jodoLink in PDF

Add jodoLink in Excel sheets

Add jodoLink to twitter

Add jodoLink in Linkedin

Add jodoLink in Facebook

Steps to embed the jodoLink in Whatsapp

Add jodoLinkin yahoo mail

Add jodolink in Apple mail

Add jodoLink in Outlook

Add jodoLink in Gmail

Articles

jodoLink in Business Document

jodoLink transform emails

Add jodoLink in PDF

Add jodoLink in Excel sheets

Add jodoLink to Twitter

Add jodoLink in LinkedIn

Add jodoLink in Facebook

Steps to embed the jodoLink in WhatsApp

Add jodoLink in Yahoo mail

Add jodoLink in Outlook

Add jodolink in Apple mail

Add jodoLink in Gmail

Access Rights

Jodo Integration with Business App

How to create user

Quality Management

Online Overview

Overview of Jodo report tools

Service SLAs

Purge and Archive data

What is Jodo BPP ?