See for yourself how Daktela can help your business. During your 14-day trial, you will have enough time to find out why Daktela is the right choice for your company.
Log in using the credentials we sent you via email.
After you log in, you will be asked to change your password.
Daktela trial in a nutshell
We'll connect all your communication channels in one place and set up everything up for individual roles in your team. You will only see sections you really need.
Omnichannel
Daktela is an intuitive omnichannel tool that connects all communication channels into one user interface.
Personalisation
It's easy to tailor Daktela to different roles in your team. It look different for admins, supervisors and agents.
Agent's point of view
The demo is set up from the point of view of an agent that uses these communication channels: calls, SMS, email and webchat.
Your choice of channels
It's entirely up to you to select the channels you want to use. We will hide the ones you don't use to make the UI easier to navigate.
Discover individual modules
You can find a detailed description of the individual modules that you can test in our free trial in the tabs below.
To see Daktela power in action and find out how communication history is saved automatically accross channels, you need to have a contact saved. It's easy to save a contact – click the Add new button in the CRM → Contacts.
Tickets (Helpdesk)
You can try out email communication using our helpdesk module that uses tickets. You can either create a ticket manually or it can be created automatically when theres is a new incoming email.
Tickets are organised using views – they are filters with preset data like category, priority, owner, SLA etc.
Example ticket
In the "Example tickets" view, you can see a few example tickets. The top part contains standard system fields and the bottom contains all previous communication that tool place as part of the ticket. It can contain not only emails but also calls, SMS, webchats, social media and internal communication using comments.
Trying out tickets
Send an email from your email address to: democz@daktela.com.
A new ticket will be created in the "Unassigned" view.
You can try out the following activities in the ticket:
Reply to or forward the email.
Call or SMS from the ticket (if your contact is saved in the CRM).
Take the ticket – this will make you the ticket's owner.
Add an activity that was about the ticket into the ticket (Activities → Actions → Merge).
Pass the ticket onto a colleague internally and adding a comment (Enter some text into the comment → User = Agent 007 or Category = VIP → Save).
Postpone the ticket, e.g. when you are waiting for the customer's reaction and reopen it in case the customer doesn't get back to you (Stage = Waiting → Reopen in 3 days → Save).
Add a status to the ticket. This can serve as a basis for statistics (Statuses → select status → Save).
Calls
To make calls using Daktela, you need to have a device connected. In this trial, we use a software device that you can open using the "Open phone" button in the top right corner.
Trying a call
You can try an incoming call by dialling 226 254 410 on your mobile.
You can make an outgoing call using the call icon in the top left corner. You can dial a phone number of find a contact to call.
When you accept an incoming call or make an outgoing one, a call activity will open automatically. It will contain different predefined widgets and sections.
Every call in this trial has to end with a status. This can be set up differently for you in practice.
Missed calls
When there is a missed call, you can see it directly on the Dashboard on the left hand side.
Missed calls disappear when someone makes a callback or when the customer calls again and an agent accepts the call.
Active Campaigns
There is a Manual campaign in the bottom part of the Dashboard. You can try manual campaign dialling.
When you load the record, you will see info about the contact and a preconfigured form with dynamic fields the agent will work.
You can dial the contact using the Call button.
You can skip the call or simply reschedule it using the "Next call" field.
Every call must have a status. This can be set up differently for you in practice.
SMS
You can try out SMS in both directions.
Try out an incoming SMS by texting something to 226 254 410.
When you accept the chat, a new activity will open.
Send an SMS using the chat button or start an SMS in a ticket.
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