EnrollHere Dialer Agent Environment Overview

Before starting with the EnrollHere Dialer, please make sure to watch this video:

How to Use the EnrollHere Dialer: Step-by-Step Guide

Logging In
- Go to app.enrollhere.com/login.
- Enter your email address, agree to the agreement, and log in with the email link sent to you.
Setting Up Your Number
- Go to agent settings and claim your own number.
- Choose the state for your number (e.g., Georgia).
- Define settings for call handling when you're unavailable (e.g., transfer to a business phone or forward to voicemail).
Testing Audio and Going Available
- Test your microphone and audio settings.
- Go available to start receiving calls.
Taking Calls
- Manage incoming calls, mute yourself, add participants, and take notes during the call.
- Disposition the call once it ends (e.g., client hang up).
- Call back leads if needed.
Enrollment Process
- Enter the enrollment code for successful enrollments.
- Save and go available or save and go to pause if needed.
Status and Outbound Calls
- Set your status (e.g., customer support) to manage incoming calls.
- Make outbound calls using the dial pad feature.
Additional Features
- Utilize the chat feature for communication with supervisors.
- Monitor calls, check voicemail settings, review call analysis, and track agent performance.
Quality Check
- Ensure stable internet connection and microphone quality for clear communication.
- Contact a supervisor for assistance with internet connection issues.
Final Tips
- Reach out for help if needed and wish success for your AEP activities.