How to Set Up 'Automated calls 2.0'

Modified on Mon, 14 Sep at 10:54 AM

Go to the 'Automated calls 2.0' section 'Telephony'.

Before configuring an automated call, you need to:

Click the 'Create' button and fill in the fields in the 'Task creation' modal window:

'Advanced settings' tab

Task parameters

  • Task name — specify the task name.

  • Contact group — you can select a group from the address book (contacts from this group are converted into targets when the task is created).

    • Optional — you can create a task without a group — for “transactional” tasks, where targets are added later (via API).

  • Scenario — select the call scenario created earlier.

    ⚠️Important!
    The scenario must have an assigned phone number — otherwise, calls will not be made, and the number must have a sufficient number of lines.

     
  • Dialing speed:

    • Сall amount — the number of calls made during the selected period (minute/hour/day).

    • Period — the period over which the specified number of calls will be made.


Task runtime settings

  • Task execution period — specify the dates of the period.

  • Schedule — select the schedule according to which the calls will be made .

  • Timezone — by default, the account's time zone is used for automated calls.

  • Use subscriber number timezone — if enabled, calls are made according to the subscriber's time zone. That is, a call will not be made to the Far East during nighttime hours.
     


'Advanced settings' tab

  • Unsuccessful — the robot's actions for a specific call type. Settings for calls with the “Busy” and “Technically unsuccessful” types are available only to the MSN manager.

  • Attempts — the maximum number of attempts for unsuccessful calls by type (busy, no answer, technically unsuccessful).

  • Delay — the interval between repeated attempts (for example — for a “busy” call, retry after 30 minutes).

  • Unit of measure — minutes, hours, days.

  • Waiting time to pick up the handset — how long the robot will wait for the subscriber to answer the call for it to be considered successful.

  • Сall mode — there are two options:

    • Client first — i.e. the external subscriber;

      or

    • Scenario first — i.e. the scenario is activated before the connection with the subscriber is established.
       


The created task will wait for approval by your manager.


Also see:
Managing Automated Call Tasks


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