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