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General information
On the side menu click Calls – Call tasks. As a result the Call tasks page will open.
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All outbound calls with voice bots are made on the basis of call tasks. |
On this page you can manage your call tasks.
Searching for call tasks
If there are a lot of records on the list, then you can use search fields at the top of the page to quickly find the call task you need.
There are 2 options you can use to search for call tasks:
- Search for call tasks by call task name and Id
- Search for call tasks by call date and time
To search for call tasks by a call task name enter the necessary value in the search field on the left side of the page.
To search for call tasks by call date and time set up the necessary period in the search field on the right side of the page.
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When you set up a period of time to search for call tasks, you also need to choose the time when this period starts. |
Search results are displayed automatically.
Use the Clear button to clear the search field.
Filtering call tasks
On the Call tasks page you can filter call tasks by categories.
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You can quickly display all call tasks that belong to specific categories (for example, all call tasks that are in progress or call tasks that have been scheduled but are not started).
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To filter call tasks use the For this use filtration buttons located in the upper right corner of the page.
When you click Clicking on a filtration button will display only those call tasks that belong to the selected filtration category are displayed.The following filtration categories are availableone of the following categories:
- All – all call tasks are displayed.
- Active – all call tasks that are currently in progress are displayed.
- Scheduled – all call tasks that have been are scheduled but not yet started are displayed.
- Completed – all completed call tasks are displayed.
Viewing call tasks
To view details about a call task, click the 
button for the necessary call task.
A page with detailed information about the selected call task will open.
At the top part of the page there are control elements for managing the current call task.
In the Statistics section there is the summary information about the call task in the form of pie charts.
This section displays the following information:
- Call task status
- Information about calls contained in the call task
- Call performance
- Frequency of call transfers to the operator
At the bottom of the page is a list of calls that are included in the call task.
Above this list there are filters that you can use to search for necessary calls in the call task.
Using the first filter, you can search by the following criteria:
- Client ID
- Client's phone number
- Call cost
With the second filter you can search by the date and time of the call.
To clear the filter fields use the Clear button.
On the right side of the filter bar there are control elements that allow you to adjust the size of the list with search results. The list can contain the following number of entries: 10, 50, and 100.
Search results are displayed as a list at the bottom of the page.
Search results provide the following information about calls:
- Client ID
- Client's phone number
- Call status
- Call date
- Planned call time
- Call duration
- Call cost
At the end of each line with call information there are control elements for the following actions:
Viewing detailed information about a call.
- Switching to editing the script (for more details, see Scenario editor).
Managing call tasks
Using control elements at the top of the page you can perform various actions on calls.
| Button | Description |
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| Display only problem calls |
| Add one client to a call task |
| Add multiple clients to a call task |
| Restart unsuccessful calls |
| Cancel calls for unavailable clients |
| Export a call report |
| Download a call report |
| 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:
| Button | Description |
|---|---|
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Viewing problem calls
To display problem calls use the 
button.
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.
To add a single client to a call task do the following:
- Click the
button. - In the New call candidate dialog window enter the client phone number and click Add candidate.
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When you enter a phone number, use the following format: 442123456789. Otherwise the call may not succeed. |
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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
button. - 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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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:
| Status | Description |
|---|---|
| Depending on the code received from the mobile carrier, the following statuses are possible:
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| Canceled | Client cancelled the call |
| No connection | The phone number is dialed but the call does succeed (incorrect call settings, mobile carrier errors) |
| Failed | The called succeeded but finished unexpectedly due to an error |
| Invalid | The wrong format of phone number (for example: 8447911123456. The correct format of phone number: 447911123456) |
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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 
button.
All unsuccessful calls in the task will be queued for another call attempt.
Starting calls manually
To start calls manually, use the 
button.
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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 
button on the page with the list of call tasks.
As a result the system will suspend execution of all unsuccessful calls in the task.
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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 
button.
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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 
button on the page with information about the call task.
Exporting call reports
To create a report use the
button on the page with information about the call task.
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 
button that is located on the page with information about the call task.
Exporting call reports with variables
To create a report with variables use the 
button on the page with information about the call task.
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 button that will appear on the page with information about the call task.
Quick actions with call tasks
Control elements for quick actions with call tasks are located on the page with information about a call task.
The following actions are available:
- view detailed information about the call task
Editing call tasks
To edit a call task click the 
button for the necessary record on the list.
As a result the following dialog window will open as displayed in the image below.
The steps for editing a call task are similar to those described in section Creating new call tasks.
Deleting call tasks
To delete a call task, do the following:
1. On the Call tasks page click 
for a task you want to delete.
2. In the dialog box click OK to confirm the action.
The selected call task will be deleted.
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