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 2024-10-12 GMT+08:00
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Creating Outbound Call Templates

The use of outbound call templates facilitates creation of outbound call tasks. Many outbound call tasks use similar settings, except time and names. Therefore, using an existing outbound call template considerably shortens the time spent in creating outbound call tasks.

Procedure

Scenario 1: Create a common IVR outbound call template.

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

    Figure 1 Call Template

  2. Choose New > Robot outbound call template.

    Figure 2 Creating a robot outgoing call template

  3. Configure basic template information.

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

  4. Configure the outbound call period.

    Figure 4 Outbound Call Duration
    • Regular Date Time Period (mandatory): Set at least one outbound call time period.
    • Special Time Period (Optional): If special dates are configured, set at least one outbound call time period for the special dates.
    • Special Date (Optional): Click , select special dates in the add special date dialog box, and click OK. For details about how to configure special dates, see Managing Special Dates.
      Figure 5 add special date

  5. Click Next.

    Figure 6 Outbound Strategy

  6. Click Confirm.
  7. On the Call Template page, click Publish corresponding to the new outbound call template in Draft state. 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: Create a manual outbound call template. (This scenario is not supported in independent deployment mode.)

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

    Figure 7 Create Manual Outbound Call Template

  3. Enter basic information as required and click Save.

Scenario 3: Create a system automatic outbound call template.

  1. Sign in to the AICC as a tenant administrator and choose Configuration Center > Call Config > Call Template.
  2. Choose New > System automatic outbound call template.

    Figure 8 Creating an Automatic Outbound Call Template

  3. Enter information on the Task Information and Outbound Strategy tab pages as required and click Confirm.

    Figure 9 Outbound Strategy