How to Set Up “Automated calls 2.0”

Go to the "Automated calls 2.0" section.

Before you start setting up an automated call, you need to:

• Connect a phone number. See "Enabling a phone number".
• Create a call scenario in “VPBX” → “Call scenario”. See "Call scenario settings".
• Create a contact list in “Automated calls 2.0” → “Contact groups”. See "Automated calls 2.0 → How to create contacts".

Click “Create” and fill in the fields in the “Task creation” modal window that opens:

Tab: “General settings”

Task parameters

• Task name — enter the task name.

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

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

• Scenario — select a call scenario created earlier.

  ⚠️Warning! The scenario must have a linked number — otherwise the calls will not start, and the number must have enough lines.

  
  

• Dialing speed:

  • Calls — the number of calls for the selected period (minute/hour/day).
  • Period — the period within which the number of calls will be made.

Task runtime settings

• Task execution period — specify the date range.

• Schedule — choose the schedule according to which dialing will take place.

• Timezone — by default, dialing uses the account time zone.

• Use subscriber number timezone — if enabled, calls are made taking into account the subscriber’s time zone. I.e., the call will not be made at night.

Tab: “Advanced settings”

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

• Attempts — the maximum number of attempts for unsuccessful call types (busy, no answer, technically unsuccessful).

• Delay — intervals between repeated attempts (e.g., if “busy”, 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 pick up for the call to be considered successful.

• PCall mode — there are two options:

  • Client mode — i.e., for an external subscriber;

    or

  • Scenario first — i.e., the scenario is activated before connecting to the subscriber.

The created task will be waiting for approval by your manager.