Bulk Call Task

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Overview

The “Bulk Call Task” is a process designed for efficiently making multiple phone calls in a single session. This task streamlines the calling process by allowing users to handle a large volume of calls at once, rather than making them individually. The key objectives of a Bulk Call Task include saving time, increasing productivity, and ensuring consistency in the messages conveyed during each call.

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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 Multiple Customers

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For Multiple Customers Call

• 1. Set Task
• Assign task to an Agent by clicking on the agent dropdown option
• Selete Task Type from the dropdown option

• 2. Upload Customer List:
• Upload a CSV file with the customer Phone numbers and Names

3. Map Date

• Select the phone number and name columns from the uploaded CSV.

4. Fallback Action and Timing

• 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.