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2. At the top left corner click Add new call task.
As a result a new dialog box window will open as shown below.
3. Do the following:
- In the Task Name field enter a name for the call task. This field is required.
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It is recommended to use brief and concise names. Later this will help you to quickly find a call task on the list. |
- In the Please select script field select a necessary script from the list. This The script will define the behavior of the voice bot during the call.
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Once you prepare the file with a list of clients file, you can add it to the call task. |
- In the Dial plan field select a necessary dial plan. The dial plan determines the mobile network carrier that is used to make calls to clients. You can choose select a standard Twin mobile network carrier or one of the mobile network carrier registered by the user (for more information, see the Dial plans section)carriers that you have registered for your account.
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The default dial plan provided by default uses the standard Twin mobile network carrier. |
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You can select a dial plan that uses a mobile network carrier registered by the user. In this case If you select one of your registered dial plans then the phone number used for outgoing calls must belong to the same mobile network carrier as the phone number displayed on the client's mobile device during the call. Otherwise the call may not succeed or the client may become unavailable. |
- In the Ambient noise field select an audio file with background noise that the system will play during a call with a client. After selecting any of the available options you select a file from the list, you can click on the
button and listen to play the audio file.
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Background noise helps create a suitable atmosphere during a call (for example, office or street sounds, etc.), which increases the effectiveness of dialoguescan make your bot sound more natural and your calls become more effective. |
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The system allows you to upload custom audio files with background noise in a ".wav" format. For this select Not selected in the drop-down list and then click on the |
- In the Human/Robot identification system field you can select Enabled to enable the system that detects the type of call participant (human or answering machine). After this you must define its operation mode.
The human/Robot identification system can operate in the following modes are available:
- Background identification mode – identification is performed in the background during a call. If the system detects the answering machine, then the call is automatically ended. This mode is used by default.
- Detection mode with lockout – the voice robot bot will not start a conversation until the system detects that a human is on the call.
During the operation of the detection system the voice robot bot may respond to a client with small delays. To fill in silence you can use the a greeting feature. This feature allows you to play an audio file with a certain phrase (for example, wait a minute) when a delay occurs during the operation of the detection system. In the Greeting file field you can select a necessary audio file.
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You can upload custom greeting files in a ".wav" format. For this, select Without a greeting in the drop-down list and then click on the |
In the Definable phone number field select the phone number that the system will use for outgoing calls. This number will be displayed on the client's mobile phone screen during the call.
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- Default –the default CallerID provided by Twin is used. This option is recommended if you make calls using the standard Twin dial plan.
- CallerID Groups – one of phone numbers included in the CallerID group is used. If you select this value, you should also select the name of the CallerID group. This option is recommended if you make calls using your own dial plan.
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As a rule a CallerID group contains a set of phone numbers that can be displayed on the client's phone. Each of these phone numbers can be used by the system to make calls. When you make a call, the receiver of a phone call will capture and display the phone number from the Caller ID group, which is associated with the phone number that the system uses to make a call. |
- CallerID – a specific phone number registered by the user with the mobile network carrier is used. If you select this value, you must enter the corresponding phone number in the additional field. This option is recommended if you make calls using your own dial plan.
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When you set up a phone number that is displayed on the client’s phone screen, you must use a number that is registered with the same mobile network carrier that is used to make a call. For example, if you make calls a call with MegafonSancom, then in the Definable phone number filed you should enter a phone number that is registered with this mobile network carrier. Otherwise, the call may not succeed, the line may be busy or the client may be unavailable. To use a phone number as your Caller ID, you must send a request to the Twin technical support. |
- In the Redirect by default field select the necessary type of call forwarding option. It will be used if the Forwarding action field in the Result block of the selected script is set to Use task settings. It also will be used when the voice robot bot requests help.
The following values options are available for selection:
- Hangup –all calls will be are automatically ended.
Dialing plan – forwards calls to the specified phone number. When this value is selectedIf you select this option, you need to specify the dial plan that the system will use to make calls and the target phone number to which calls will be forwarded. - Call transfer –forwards calls to the specified direction (for more details see Creating a New Call Forwarding Direction). When . If you select this valueoption, you need to specify the necessary direction in the additional field.
- Customer transfer – forwards calls to third-party phone numbers. This should be used if your account is integrated with external systems.
- Another bot –the voice bot starts using another script in a call. When If you select this valueoption, you need to specify the necessary script in the additional field.
- Hangup –all calls will be are automatically ended.
- In the Task Start Mode field select one of the following options:
- Manually – call task is started manually by the administrator (for details see Starting Calls Manually).
- Scheduled – call task starts automatically. When this value is selectedIf you select this option, you will need to select the necessary date and time for starting the call.
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- In the Number of simultaneous calls field use the slider to select the call intensity. This parameter determines the number of calls that the system will make per second.
The following values options are available for selection:
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- In the Call candidates file field select a file with a list of clients to call.
- If necessary specify the a call duration for calls that you want to be considered ineffective. The system will use the specified value to mark calls as ineffective in generated reports.
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- If you want to determine the gender of the call participant in the call, select the checkbox next to the Detection Determination of gender parameter checkbox. This information will be used in the generated reports.
- The Test call parameter blocks usage of a file with client phone numbers. If the this checkbox for this parameter is not selected, then you will not be able to upload a file with client phone numbers for the call task.
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- If you need to convert phone numbers in the call task to the international format in accordance with the E.164 standard, select the necessary country in the field.
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Currently this feature is only available for Russian numbers.
- In the Redial Recall rules field select events the conditions and the start mode for returned calls.
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Currently this feature is only available for Russian numbers. |
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The following parameters conditions are available:
- If busy –line is busy.
- If there is no answer – client does not answer the call (does not pick up the phone).
- If the answering machine – call is answered by an auto answer (to use this parameter select the "Human/Robot" identification system option in the call task settings).
- If the call is short – client answers but quickly finishes the call.
- If operator failure – a technical failure occurs during the call.
To define recall parameters specify a period of time after which the system will make a returned call and the maximum number of attempts to call the clientto make returned calls.
The following options are available for selecting to set the redial start mode of returned calls:
- Manually – create a set of rules for returned calls that will be used only for the selected call task.
- Use template – select any of the previously created templates a template with a set of rules for returned calls (for details see Creating Rules For Returned Calls). If you select this valueoption, you need to specify the name of the required template in the additional field.
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