Primas CX User Guide
Space shortcuts
Page tree
Skip to end of metadata
Go to start of metadata

Step 0: First-time setup

This step only needs to do once if you haven't installed Primas Web Notifier and Softphones yet.

Step 0.1: Install Primas Web Notifier (Chrome Extension)

Web Notifier helps to show screen pop to the agent. The extension only supports Google Chrome or MS Edge web browser

  • If you use Chrome:
    • Click here, it will open a new tab. In the new tab, click to install the extension.
  • If you use MS Edge (Chromium):
    • Open a new browser tab, enter edge://extensions in the address bar to open the Edge extension page, and make sure the option Allow extensions from the other stores at the bottom-left of the page is on.
    • Click here, it will open a new tab. In the new tab click to install the extension.

Step 0.2: Configure Primas Web Notifier

Optional step: Pin the Primas Web Notifier icon

After installing the Primas Web Notifier, you should see this iconat the top-right of the web browser. If you don't see this icon, you can click on the icon at the top-right corner of the web browser, find the Primas Web Notifier, click the icon  on the 

It will pin the Primas Web Notifier extension to the browser toolbar so that you can find the extension easier.


Step 1: Prepare for the agent role

Option 1: Login to Agent Dashboard and Web Notifier automatically

Click here and wait until it shows you the Agent Dashboard page.

Step 2: Demo

Demo Predial function

  1. Login to https://predial.primas.net
    1. User name: ddo@primas.net
    2. Password: A@z200711
  2. Click on the name of "Demo Contact Center for Predial"
  3. A pop-up shows the predial plan detail.
  4. Click "Start predial" button
  5. Wait for the system to transfer the call to an agent.
  6. The call routed to an agent on 40203, the Web Notifier will show a popup to the OD Online system.
  7. Login to OD Online to view the insurance contact list.
    1. User name: staff@odonline.net
    2. Password: staffdemo

Demo Learning function

  1. Go to the Predial home page
  2. Click "Create New" button, it shows a "Create Predial Plan" popup
  3. Enter the information below:
    1. Predial Plan Name: your girlfriend's name
    2. Call Center Number: the number that the system will call to. If you want to test with the fake IVR, enter 800-134-2285
    3. Learning Number (should be your phone number)
    4. Transfer to (agent VDN): enter 20016
    5. Turn on the "Active" checkbox
    6. Click the "Create" button, it will close the pop-up and go back the previous page
  4. Click on the name of the new item you just created.
  5. A pop-up shows the predial plan detail.
  6. Click "Call to Learn" button
  7. Wait for the system to transfer the call to your phone number.
  8. Listen to the IVR and press the requested keys.
  9. After finishing the interaction with the IVR, click the "Update" button to update 




  • No labels