How to Set Up Automated Calls

To set up the service, go to the "Automated calls" section.

Before setting up auto-dialing, you need to:

• Connect a phone number. See more details at “How to order a phone number”.
• Create a call scenario in “Virtual PBX” >> “Settings” >> “Call scenarios”. See more details at “Call scenario settings”.
• Create a contact list in the “Automated Calls” >> “Contact lists” section. See more details at “How to Create a Contact List”.

Auto-dialing is set up during the creation of a dialing task.

Creating a dialing task can be done in two ways:

Mass tasks work through pre-compiled lists until all contacts have been processed or the dialing time is over.

To create one, you need to:

1. In the “Automated calls” >> “Mass tasks” section, click the “Create task” button. 

2. Step 1. You need to fill in: 

   • Title — enter any name for the task being created;

   • Client contact list From file — specify the contact list created earlier, or create a new one if it has not yet been created, by clicking on the «+»;

     ✅ Note: After specifying the contact list in the task, it becomes uneditable and will not reflect changes if edits are made to it in the “Contact lists” section. For example, when creating a task, a list of 20 contacts was specified, after which 5 contacts were deleted from the list, but in the created task there will still be a list of 20 contacts, to change it, you will have to edit the task, selecting the current contact list.

     
     

   • Call script — you need to select the call scenario created earlier, or create a new one if it has not yet been created, by clicking on the «+»;

   • Robocall mode:

     • select “Robocall“ if you only need to inform the subscriber;
     • select “Progresive”, if you need to connect the subscriber with the operator. The robot calls clients, and then connects them with the manager. If the manager is busy, the robot does not make calls, but waits until a free manager appears.

   • Click “Next step”;
     
      

3. Step 2. You need to specify: 

   • Selected numbers for autodial — choose the number from which calls will be made;

   • Number of voice channels;

     ✅ Note: The number of lines in the task can be indicated no more than they are connected to the number.

     
     

     The client can increase the number of lines on the number independently, or through his account manager.

   • Interval between calls (sec);

   • Waiting for call answer (sec);

   • Target call duration (sec);

   • Click “Next step”;
      

4. Step 3. You need to specify:

   • Task completion criteria (call amount):
     • Answered non-targeted calls;
     • Unanswered calls;
     • Other calls;
   • Interval selection criteria (minutes):
     • Interval between non-targeted responses — specify at what intervals calls will be made to numbers that ended the conversation before the target call threshold was reached;
     • The interval between unanswered calls — specify at what intervals calls will be made to numbers for which the call went through, but there was no answer;
     • The interval between the rest of the calls — specify at what intervals calls will be made to other numbers, for example, where the subscriber was not in the network and the call did not go through;
   • Click “Next step”; 

5. Step 4. You need to specify:

   • Execution period— specify the start and end date and time of the task;
   • Schedule — specify specific days and times for making calls, for example from 9 to 17 on weekdays. To do this, you need to select the previously created schedule or create a new one, by clicking on the «+»;
   • Timezone — schedule binding to a time zone;
   • Automatic mode;
   • “Save” — the task will be saved and will start its work according to the specified period and schedule.
      

Transaction tasks — tasks in which contacts are added through API in real time. You can create a transaction task in the “Automated Calls” >> “Transaction tasks” section. Creating a transaction task is completely identical to creating a mass task.

In transaction tasks, when adding a contact, you can set all call parameters, call schedule, time zone, and variables. To add a contact to the transactional dialing and work with it, you need to use our API, the documentation of which is located in the “Integrations” >> “For developers” >> “Integrations”.

To clarify the link to each request, you can test it directly in the Personal Account by clicking on the «Try it out!» button, and then find it in the resulting sample of the url-request.

Also see:

Managing Automated Call Tasks