Overview

In our system, users can make outbound calls either to a single customer or to multiple customers. This guide will walk you through the steps for each type of call to ensure a smooth and efficient process.

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 or For Multiple Customers

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For 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
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3. Customer Information

  • Enter customer name and phone number.
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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)
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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 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
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  • 2. Upload Customer List:
  • Upload a CSV file with the customer Phone numbers and Names
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3. Map Date

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