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Staying compliant with regulations, like the TCPA (Telephone Consumer Protection Act), is critical. However, many solutions that help contact centers follow these rules either slow down operations or aren't thorough enough to ensure compliance. This hurts both...

Preview Dialers We have 2 very simple Dialing options to comply with TCPA: Preview Dialer first calls the agent and the agent initiates the call, they can then decide whether to dial it or not. Progressive Dialer is the same as Preview but with portfolio al...

Pre-Offboarding Preparation Notify Relevant Stakeholders:Inform HR, IT, team leads, and other departments about the employee’s departure and the steps required to ensure a secure offboarding process. Review Contracts & Agreements:Verify that the employee’s ...

Record Retention Policy Outlines the guidelines and procedures for managing customer records to ensure compliance with legal, regulatory, and operational requirements. We are committed to maintaining transparency, data security, and efficient record-keeping p...

Change Management Process Establish a Clear Change Vision Objective: Define the purpose and expected outcomes of the change initiative. Steps: Identify the business drivers behind the change (e.g., new technologies, market demands, regulatory changes). D...

TRAINING PROCESS Initial Training for New Hires The onboarding and training process for new hires is designed to ensure they understand Clever Ideas' core values, technical competencies, and operational procedures. Phase 1: Orientation Duration: 1-2 daysP...

HIRING PROCESS Introduction Clever Ideas is committed to ethical, sustainable, and inclusive hiring practices that reflect our values of innovation, empathy, and excellence. This document outlines our standardized approach to attract, evaluate, and onboard...

COMPENSATION PROGRAM The compensation program is tailored for sales, technical, and administrative employees to ensure alignment with company goals while motivating employees to achieve their objectives. The compensation program rewards employees based on me...

Data and Security Protection Plan Best practices for managing and preventing data breaches and suspicious activities Immediate Response Plan for Data Breaches Incident Response Team (IRT): Establish a cross-functional team ready to respond to security inci...

Work-from-Home Best Practices and Policies for Employees Work Environment Optimization Set up a dedicated workspace that is ergonomic, distraction-free, and equipped with reliable internet and essential tools. Allowance or equipment reimbursement for chair...

Disaster Recovery Plan The implementation of an effective Annual Disaster Recovery Plan (DRP) involves a structured and strategic approach to ensure the company’s telecommunications services are resilient, secure, and capable of rapid recovery in case of disr...

Employee Handbook Welcome We are thrilled to have you as part of our team. We strive to create an innovative, inclusive, and collaborative environment for all employees, whether you work on-premises or remotely. This handbook outlines the policies, expectati...

Archivo Original RIT CLEVER IDEAS 2025

Estos son algunos ajustes basicos dentro de uContact:   Creación de marcadores y números telefónicos en las campañas Navegador Chrome Creación de campañas entrantes y salientes Agregar y eliminar usuarios Creación de Usuarios Permisos de Micrófono Có...

1. Resumen General Este proceso automatizado descarga los registros de mensajes SMS de Twilio y los carga en una base de datos MySQL (ccrepo) para análisis y almacenamiento. Consta principalmente de dos scripts de Python que se ejecutan diariamente a través de...

Este documento describe 7 Cloud Functions creadas en Node.js. Se dividen en Funciones de OCR y Funciones de Reconocimiento Facial para su mejor entendimiento. Índice Funciones de OCR ocrReadAndWriteImage saveMinimalBotConversations sendOCRdataToCreatePerso...

✅ Requisitos mínimos Ubuntu Server 22.04 o 24.04 (funciona en ambos) Al menos 2 vCPUs y 2GB RAM 20 GB de disco Acceso SSH Puertos abiertos: 22, 80, 443, 5060, 5160 (SIP), 10000-20000 (RTP) 1. Actualiza el sistema sudo a...

Implementación: Grabaciones Estéreo y Renombrar con Metadata 1. Objetivo del Proceso 🎯 El propósito de esta guía es documentar los pasos necesarios para configurar un servidor de telefonía (UContact/Asterisk) para generar grabaciones de llamadas en estéreo, pr...