General information

All outbound calls with voice bots are made on the basis of call tasks. You can manage all your call tasks on the Call tasks page. 

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

Searching for call tasks

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

There are 2 options you can use to search for call tasks:

• Search for call tasks by content
• Search for call tasks by date

Search by content includes the following parameters:

• Id – call task identification number. This number is assigned to each call task automatically when it is created.
• Task name – name you entered for the call task when it was created.
• Count phone numbers – total phone numbers in the call task.
• Dial-up attempts – total number of calls (including repeated calls) that the system made.

To search for a call task by content, enter a necessary value in the field on the left side of the page. Search results are displayed automatically. Use the Clear button to clear the search fields from the specified values.

To search for a call task by date, enter a necessary date and time in the field on the left side of the page. Search results are displayed automatically. Use the Clear button to clear the search fields from the specified values.

Filtering call tasks

On the Call tasks page, you can filter call tasks by categories.

To filter call tasks, use the filtration buttons located in the upper right corner of the page.

When you click a filtration button, only call tasks that belong to the selected filtration category are displayed.

The following filtration categories are available:

• All – all call tasks are displayed.
• Active – all call tasks that are currently in progress are displayed.
• Scheduled – all call tasks that have been scheduled but not 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).

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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