How to create Outbound calls

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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.

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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 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

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.

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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.