Help Center/ Cognitive Engagement Center/ User Guide/ Tenant Administrator Guide/ Making Intelligent Outbound Calls/ Preparations for Creating Outbound Call Tasks/ Creating Outbound Call Templates
Updated on 2023-10-12 GMT+08:00
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Creating Outbound Call Templates

Procedure

Scenario 1: template for a key chatbot outbound call

  1. Sign in to the AICC as a tenant administrator and choose Configuration Center > Outbound Call Task > Call Template.

    Figure 1 Call Template tab page

  2. Choose New > Robot outbound call template.

    Figure 2 Page for adding a key chatbot outbound call template

  3. Configure basic template information.

    1. Click the Caller Number selection box. The Select Calling Number page is displayed. The default value of Priority is 3. You can select a value from the drop-down list.
      Figure 3 Select Calling Number page
    2. Select calling numbers and click OK.

  4. Set the outbound call duration.

    Figure 4 Outbound Call Duration
    • regular date time period: Mandatory. Set at least one outbound call time segment.
    • special time period: Optional. If special dates are configured, set at least one outbound call time segment for the special dates.
    • special date: Optional. Click , select special dates on the add special date page that is displayed, and click OK. The Outbound Call Duration page is displayed. For details about how to configure special dates, see Managing Special Dates.
      Figure 5 Page for adding a special date

  5. Click Next.

    Figure 6 Outbound Strategy page

  6. Click Confirm. The key chatbot outbound call template is created successfully.
  7. Return to the Call Template page. The new template is in Draft state. Select the new outbound call template and click Publish. The template changes to the Published state.
  8. (Optional) To modify a published outbound call template, click Suspend. After the template changes to the Suspended state, click Edit to edit the template. After the editing is complete, click Publish to change the template to the Published state. (Optional) To delete an unnecessary outbound call template, click Delete.

Scenario 2: Creating a manual outbound call template (template creation is not supported in independent deployment mode)

  1. Sign in to the AICC as a tenant administrator and choose Configuration Center > Outbound Call Task > Call Template.
  2. Choose New > Manual outgoing call template.

    Figure 7 Page for adding a manual outbound call template

  3. Enter basic information as required and click Save. The manual outbound call template is successfully created.