Overview
The Custom Call Task is meant to make each outbound call fit specific needs and goals. This way, each call is more personal and effective..Create an Outbound Call
Steps: 1. Access the Outbound Call Feature:- Navigate to the dashboard.
- Click on the Task icon
- Click on “Create New Task” -> selete option For Single Customer
Single Customer Call
- 2. Set Task
- Assign task to an Agent by clicking on the agent dropdown option
- Selete Task Type from the dropdown option
3. Customer Information
- Enter customer name and phone number.
4. Fallback Action
- By default call are set to call immediately
- You can schdule a call by setting Date Range, Time Zone, Start Time or End Time
- If the call fails, set the Number of Retries (how many times the system should retry the call) and the Retry Interval (when the call should retry)
5. Review and Confirm:
- Review the call details.
- Click Create to create or schedule the call.
- The system will automatically initiate the call at the scheduled time.