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To access the Call tasks page click Calls Call tasks on the side menu.

Managing call tasks

General information

Using control elements at the top of the page you can perform various actions on calls.

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ButtonDescription

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Display only problem calls

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Add one client to a call task

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Add multiple clients to a call task

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Restart unsuccessful calls

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Cancel calls for unavailable clients

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Export a call report

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Download a call report

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Export a call report with variables

With control elements at the bottom of the page, you can perform the following quick actions with call tasks:

ButtonDescription

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Display call details

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Copy call ID

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Display call script

Viewing problem calls

To display problem calls use the Image Addedbutton.

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As a result the system will display all failed calls and calls when the bot requested assistance.

Managing clients in a call task

You can add new clients to a call task. For this use the control elements at the top right corner of the page.

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To add a single client to a call task do the following:

  • Click the Image Added button.
  • In the New call candidate dialog window enter the client phone number and click Add candidate.
Подсказка

When you enter a phone number, use the following format: 442123456789. Otherwise the call may not succeed.

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Подсказка

If necessary you can provide additional information and fill in all the fields in the window.

To add multiple clients to a call task do the following:

  • Click the Image Addedbutton.
  • In the Importing call candidates dialog window click the Upload file button (to upload a file in the Twin format) or the Download file in Global Telecom format button (to upload a file in the Global Telecom format).

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Подсказка

To download multiple clients at the same time use a file with client phone numbers in Excel format.

Restarting unsuccessful calls

Unanswered calls are regarded as unsuccessful. These calls have the following statuses:

StatusDescription
  • Busy
  • Unanswered
  • Unavailable


Depending on the code received from the mobile carrier, the following statuses are possible:

  • Busy signal is received
  • Client did not answer the call (did not pick up the phone)
  • Client is not available
CanceledClient cancelled the call
No connection

The phone number is dialed but the call does succeed (incorrect call settings, mobile carrier errors)

FailedThe called succeeded but finished unexpectedly due to an error
InvalidThe wrong format of phone number (for example: 8447911123456. The correct format of phone number: 447911123456)


Подсказка

You may see an Undefined mark next to the status name. This mark indicates that the call task does not use the detection of the answering machine feature (the "Human/Robot Detection System" checkbox is not selected).

To restart unsuccessful calls, use the Image Added button.

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All unsuccessful calls in the task will be queued for another call attempt.

Starting calls manually

To start calls manually, use the Image Addedbutton.

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Using this button you can start calls in call tasks whose status is set to Manually and restart unsuccessful calls in call tasks.

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You can also start calls manually using the Continue call button located on the page with information on the call task.

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Pausing resumed calls

To pause resumed calls use the Image Addedbutton on the page with the list of call tasks.

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As a result the system will suspend execution of all unsuccessful calls in the task.

Подсказка

You can also use the Suspend call button on the page with information on the call task to pause resumed calls.

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Cancelling calls for unavailable clients

If the system makes a call but the client's phone is turned off or out of coverage area then the client is considered unavailable.

To cancel calls for unavailable clients, use the Image Addedbutton.

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Информация

By default this functionality is not enabled. To use this functionality you need to contact technical support.

Cancelling calls

To cancel resumed calls, use the Image Addedbutton on the page with information about the call task.

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As a result the system will cancel all resumed calls in the call task.

Exporting call reports

To create a report use theImage Addedbutton on the page with information about the call task.

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As a result the system will generate a report with detailed information about the call task. This report will be available as a separate file with the .xls extension.

Downloading call reports

Once a call report is generated, you can download it at any time. For this click the Image Addedbutton that is located on the page with information about the call task.

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Exporting call reports with variables

To create a report with variables use the Image Addedbutton on the page with information about the call task.

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As a result, the system will generate a report with variables as a separate file with the XLS extension.

The generated report can be downloaded at any time. For this use the Image Addedbutton that will appear on the page with information about the call task.

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Quick actions with call tasks

Control elements for quick actions with call tasks are located on the page with information about a call task.

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The following actions are available:

Image Added - view detailed information about the call task

Image Added - edit the call script


Searching for call tasks

On the Call tasks page you can search for your call tasks.

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