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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.
On the Call tasks page, you can search for your call tasks.
If the call task list is very large, then using this function you can quickly find the call task you need. |
There are 2 options you can use to search for call tasks:
Search by content includes the following parameters:
To search for a call task by content, enter a desired 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 desired 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.
On the Call tasks page, you can filter call tasks by categories.
Using this function, you can quickly find call tasks you need (for example, all call tasks that are in progress or call tasks that have been scheduled but are not started). |
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:
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:
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:
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:
At the end of each line with call information, there are control elements for the following actions (see Quick Actions With Call Tasks for details):
Viewing detailed information about a call
To edit a call task, click the 
button for the desired record on the list.
As a result, the following dialog window will open as displayed in the image below.
The steps in editing a call task are similar to those described in section Creating New 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.