Custom Call task

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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..

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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

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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.

6. Initiate the Call:

• The system will automatically initiate the call at the scheduled time.

For further details on setting up and managing outbound calls, refer to the comprehensive guide on How to create Outbound calls.