Call Center Setup


Start a full fledged call center in few hours

How to setup a SaaS call center for your business?


Every business whether it is small, mid-sized or big enterprise needs a call center for customer service or lead generation. A SAAS contact center is easy to set up. All you need is a headset, a good internet connection and a computer system or laptop. Your agents can receive calls directly on their computer/mobile phones or landlines whether-letting them work from home, remotes office or on the move. No call goes untracked. Supervisors and managers login to the call center software online to view all call recordings, agent performance, customer satisfaction and other reports.

SaaS Call Center - Easy to setup call center solution




Web-based call center solution - Zero hardware, software and maintenance cost

Call Center Setup in 7 easy steps

A SAAS or virtual call center can be set up in a matter of minutes. We’ve outlined what you need to do

    1. Define what type of call center you are running

  • Your call center can be of three types. Choose your type:
  • Inbound: An inbound call center receives incoming calls. Typically this is a customer support/customer service or help desk. It receives complaints, orders or inquiries from callers.

    Outbound: An outbound call center makes outgoing calls. These are primarily sales calls. But they could include reminders calls for payments, renewals, last dates or offer announcements.

    Blended: Blended call centers get both incoming calls as well as make outgoing calls.

    2. Define and Design how your callers will access your agents

  • If you have an inbound or blended call center, the next step is setting up your IVR. Decide the following to define how callers will reach your agents.
  • Decide if you need an IVR: Will your callers get connected to agents directly or via an IVR system (Interactive Voice Response)? Do you need just a welcome message, or do you need to offer a menu of choices? Decide the menu options you would like to provide. Choose from our single level or multi-level options.

    Decide on self-service:Decide if you want some callers routed to self-service. Your IVR can handle basic inquiries or connect with other applications to create /cancel bookings, reservations or more.

    Decide after-office hours or shifts: Divert after-office hour calls to voicemail and have alerts sent to email id/s you specify. You can also divert after-office hour calls to another shift of agents to create 24 x 7 support.

    3. Create Agent Ids

    The next step in the call center sequence will be to create Agent Ids. Your agent ids can be saved as their name/ nickname/ email id or alphanumeric employee id. If you have a CRM, keep the agent IDs same as CRM IDs for an easier CRM integration.

    4. Define Skill groups

    Call center software connects calls to various Skill Groups. You can define each group to consist of one or more agents depending on your business size. A skill group may be based on employee knowledge and permissions. For example, staff with specialized knowledge of a product or service will answer queries for that product. Or some staff may exclusively handle operational problems like shipping and delivery issues. Some call center agents may be authorized to handle refunds. Each will be in separate skill groups.

    5. Define Your ACD Logic

  • Your ACD is your Automated Call distribution. It distributes the call loads amongst agents in the most equitable manner while keeping call queues and wait times short. A SAAS or cloud based contact center means that these agents can be located anywhere. Consider these factors before setting up your ACD:
  • Decide Dynamic Real Time Queue Reprioritization:Yes, you want all your customers to have low wait times—but do you want to prioritize certain high-value customers? Use CRM integration to identify these callers and push them up the queue automatically when call volumes are high. Or connect them to a separate skill set of agents.

    Define Sticky Agents: You can assign certain customers to specific agents. This means every time the customer calls they automatically connect to the same agent. This helps build familiarity and improve customer satisfaction. We call this feature sticky agent, and you need to define this when you define your ACD logic.

    Select the Distribution system:All the calls not being priority routed or sent to sticky agents will then be distributed amongst your other call center agents or staff. You can choose from two distribution methods:

    Most Idle Agent: The most-idle agent is calculated in terms of talk time. Calls are distributed based on this idle time calculation to equally distribute workloads. This system is preferred in dedicated call support centers.

    Equal Distribution of Calls: Here calls are not distributed in terms of talk time. The total numbers of incoming calls get more or less equally divided in a round robin manner. This system is preferred in sales call centers or where staff does not exclusively handle calls alone.

    6. Define your Data Format for your Dialers

    This step is required only for outbound calling, for setting up your dialers. In this step, you “explain” your data format to your dialer. The dialer can then “understands” where to find the phone numbers to dial from within your contact lists/database. So that it can automatically dial numbers whenever you run your outbound calling campaigns.

    7. Decide how you will collect feedback

    Measuring customer satisfaction is an important statistic. You can close all calls with a quick CSAT survey. Defining these CSAT metrics will be the last step of setting up your SAAS Contact Center.

SaaS Advantages


It used to be true that setups required a huge investment.
With the emergence of new technologies, you can easily set up a small and mid-sized virtual call center without any initial investment and zero maintenance cost. Pay for only what you use. We are pioneers of cloud call center and constantly help businesses in setting up best in class call centers.
Check the key things you should take care while choosing call center solution provider (read more).
Large businesses track important KPIs. Check key metrics of call center (read more).

Why should you setup a call center for your business?

A customer call center is a prominent piece of infrastructure for your sales and support teams. Customer calls provide you with the deepest insight on your operational issues. They help you understand your customer and hence help you serve the customer better. A good cloud call center stays out of the way and allows you to manage your communications in a seamless fashion. It allows you to plan your workforce for peak hours.
For example, Big Basket has seen the average response time improve by 200% after adopting Ozonetel solution. Shaadi.com sales agents have been able to make 4x more number of calls as a result of adopting a click to call dialer integrated into their CRM.

Saas call center setup-Ozonetel Cloud Call Center setup by Ozonetel

For setting up a cloud, we don’t require any hardware or software. It’s delivered as a pay-per-use service. All that is needed is a chrome browser and agents can take calls on any phone – Mobile, Landline, Softphone, IP Phone.

This solution is advisable for small to mid-size call centre having 1-25 agents.

  • Benefits of cloud call center are:

    • Zero initial investment and maintenance cost.
    • Highly scalable solution : Start with one seat, could easily scale up to meet your business need.
    • Mobility : Can take call from any location.
    • Easy to upgrade: Software up-gradation is very easy.


cloud telephony Architecture

Missed call application Shared Call Center by Ozonetel

This solution is recommended for a centralized call center having more than 25 agents

In this setup the organization has to take a PRI line from telcom service provider and Ozonetel will provide a call server. The call server would be placed on company's premise. It’s also delivered as a pay-per-use service and agents can take calls on any phone – Mobile, Landline, Softphone, IP Phone.

Missed-Call-ServiceFey Features of Ozonetel's Call Center Solution

  • Faster & Easy Deployment

    Deploy your full-fledged Call Center in just a few hours. Integrate with Salesforce, Zendesk, Shopify and more in just a click. Configure IVR, phone numbers and more in real time

  • Improve Leads & Customer Service

    Personalize customer interactions by integrating with CRM. Allow your agents to work from anywhere and stay connected when customers need them most.

  • Advanced Call Features

    Leverage industry-first applications such as multiple dialers, screen pop, Mini CRM, Google Analytics, and more.

  • Live Analytics & Dashboard

    Detailed call report,live analytics, campaign report and many other report/dashboard, which help in business decision

Case Study

See, how we helped many companies in setting up their call center.

Customer Experience

Ozonetel Customer testimonial
Raj Sivaraju - CEO,Subrentkaro.com

"Thanks Ozonetel for your outstanding support. You and your team have supported us through this almost “unrealistic” time-lined project.We look forward to working on many more projects with you"

Call Center testimonial
Navneet Agarwal - Director IT, Agarwal packers & movers.

“Our expertise does not lie in running a customer support center which requires technology experts and huge capital investments. Ozonetel has been managing our voice communication for the last 48 months. We find the platform stable, thus allowing us to invest time in other areas of business." Read More..


FAQ for setting up a call center

Do you provide call center process?

We don't provide call center process/clients or call center manpower. we only provide the solution required to setup a call center
You don't need any hardware or software to start the service. You just need an Internet connection and chrome browser to start the call center.
If you want to setup an inbound call center i.e call center to receive calls, you don't need an internet connection, you can take calls on your mobile or landline phone. Internet connection is required for outbound call center and initial configuration
In India, as per TRAI regulations mixing of IP and PSTN call is not permitted, you can't start IP based call center in India. You can start IP based call center for the country where it is legal.
You will get an unique local landline number.
Fill the signup form, our sales team will contact you, within 24 hours your call center be up and running.
Ask for a free demo of our call center setup!