Help Center/ Cognitive Engagement Center/ User Guide/ Tenant Administrator Guide/ Making Intelligent Outbound Calls/ Managing Outbound Call Tasks/ Configuring an Outbound Call Task/ Configuring Outbound Call Data
Updated on 2023-10-12 GMT+08:00
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Configuring Outbound Call Data

Procedure

  1. Sign in to the AICC as a tenant administrator and choose Outbound Call > Call Mgmt.
  2. Select an unreleased outbound call task and click Outbound Call Data. The page for configuring outbound call data is displayed.

    Table 1 Parameters for configuring an outbound call data attribute

    Parameter

    Description

    Session Number

    Unique ID of a customer.

    If multiple Available Calls options are configured for a single Session Number, the call is considered complete as long as the call to any number is successful. In this case, the system does not call other numbers under the current Session Number.

    Service Number

    Service Number

    Available Calls

    Number of called numbers under the same ID.

    Operation

    Operations that can be performed.

    • Details
    • Modify
    • Delete

  3. (Optional) Click Configure Attribute and configure attributes by referring to Configuring Outbound Call Data Attributes.
  4. Configure outbound call data.

    You can configure outbound call data by referring to Adding Outbound Call Data Records One by One, Importing Outbound Call Data, or Adding Outbound Call Data Through Scheduled Import. Select a data configuration mode as required.

  5. (Optional) Select the configured outbound call data and click Details to view details about the outbound call data. Click Modify to modify configuration items other than Session Number. Click Delete to delete outbound call data records one by one. Select multiple outbound call data records and click Delete on the top to delete them in batches.

Configuring Outbound Call Data Attributes

  1. Choose Outbound Call > Call Mgmt.
  2. Select an unreleased outbound call task and click Outbound Call Data. The page for configuring outbound call data is displayed.

    Figure 1 Outbound Call Data

  3. Click Configure Attribute.

    1. By default, all defined outbound call data attributes are displayed. For details about how to configure customized attributes, see Defining Outbound Call Data Attributes.
    2. Click to enable Enable custom attribute.
    3. Select the attributes to be configured as required.
    Figure 2 Configure Attribute
    • If Enable custom attribute is disabled, attributes do not need to be set for the outbound call data.
    • If Enable custom attribute is enabled but no attribute is selected, attributes whose Mandatory is Yes need to be set for the outbound call data.
    • If Enable custom attribute is enabled and attributes are selected, the selected attributes need to be set for the outbound call data.

  4. Click OK.

    The outbound call data attributes configured here can be displayed on the outbound call result page.

If you choose to import outbound call data by using a template, you need to disable Enable custom attribute first. In this mode, customized attributes cannot be configured for outbound call data.

Importing Outbound Call Data

  1. Choose Outbound Call > Call Mgmt.
  2. Select an unreleased outbound call task and click Outbound Call Data. The page for configuring outbound call data is displayed.
  3. Click Import and set import parameters.

    Figure 3 Import
    Table 2 Parameters for importing outbound call data

    Parameter

    Description

    Import Method

    File import mode.

    The options are as follows:

    • Using file: Upload an outbound call data file from the local PC.
    • Using server: Upload an outbound call data file from a remote server.

    Import Mode

    Data processing mode when outbound call data with the same file name is imported.

    The options are as follows:

    • Add: The original file is not deleted, and the new data is added.
    • Overwrite: The original data is overwritten, and the new data is uploaded.

    Filter Data

    Whether to filter outbound call data before uploading it.

    The options are as follows:

    Data Import Sequence

    The options are as follows:

    • Ascending Order
    • Descending Order

    Parsing Mode

    Data parsing mode.

    The options are as follows:

    • By template
    • By rule

    Download Outbound Call Data Template

    Download the template when Parsing Mode is set to By template.

    The outbound call data template varies depending on the policy type selected for outbound call logic of the outbound call task. The following figures show the template content.

    Figure 4 Import template for the global policy
    Figure 5 Import template for the contact policy

    Mapping Rule

    Select a configured mapping rule when Parsing Mode is set to By rule. For details about how to configure rules, see Importing Mapping Rules.

    Select a file.

    Click and select a local file. The file storage period is seven days.

    Server

    IP address of the server where the outbound call data file is stored when Import Method is set to Using server. For details about how to configure a server, see Configuring an Outbound Call File Server.

    File Address

    Path of the outbound call data file on the server when Import Method is set to Using server.

    File Name

    Name of the outbound call data file when Import Method is set to Using server. The file name contains the file name extension.

    Set the cell format of the imported file to text. If you import data using a file, a maximum of 50,000 records can be imported at a time. If you import data using a server, a maximum of 500,000 records can be imported at a time. It is recommended that a maximum of 50,000 records be imported at a time. Otherwise, the outbound call rate may be affected.

  4. In the Import Outbound Call Data dialog box, set the required parameters, select the file generated in the previous step, and click OK.
  5. Click Import Result to view the import result, that is, the numbers of records that are successfully imported and that fail to be imported. Click the value in the Number of Failed Records column to download and view failed outbound call data, and click the value in the Number of Duplicate Records column to download and view duplicate outbound call data.

    Possible causes of import failures: number of numbers exceeding the maximum, incorrect separator, empty called number, empty interval, interval exceeding the range, empty number type, nonexistent number type, and blocklisted number.

    Import files in server mode. After the import is complete (successful or failed), the original files are moved to a new directory. The directory is created by date (the date directory is created in the default path of the outbound call file server), for example, 20230714.

    Pay attention to the disk space of the server in a timely manner to prevent import failures caused by full disk space.

Adding Outbound Call Data Through Scheduled Import

  1. Choose Outbound Call > Call Mgmt and click Outbound Call Data. Click Scheduled Import.

    Figure 6 Configure Scheduled Import

  2. Click OK.

    Scheduled import. After the import is complete (successful or failed), the original file is moved to a new directory. The directory is created by date (the date directory is created in the default path of the outbound call file server), for example, 20230714.

    Pay attention to the disk space of the server in a timely manner to prevent import failures caused by full disk space.

Adding Outbound Call Data Records One by One

  1. Choose Outbound Call > Call Mgmt and click Outbound Call Data in the Operation column. Click New. The following table describes the parameters for configuring outbound call data.

    Figure 7 Create Outbound Call Data

    For details about how to configure the attribute content, see Defining Outbound Call Data Attributes.

  2. Click Save. The message "The current number sequence is the call sequence. Please check the data again" is displayed. Click Yes.

(Optional) Configuring Filter Rules

  1. Choose Outbound Call > Call Mgmt and click Outbound Call Data in the Operation column.
  2. Click Import. On the Import Outbound Call Data page, set Filter Data to Yes, and click Configure Filter Rule.

    Figure 8 Import Outbound Call Data
    Figure 9 Filter Rules

  3. Enable required filtering rules and click OK.

(Optional) Adding Watermarks

  1. Choose Configuration Center > System Management > Tenant Parameter.
  2. Choose Tenant Parameter from the navigation pane. On the Tenant Parameter page, choose Tenant parameters > Unified Public Configuration, the common configuration items are displayed.
  3. Set watermark parameters.

    • Whether to enable page watermarking: Click Edit, set Parameter Value to Yes, and click Save.
    • Page Watermark Character: Click Edit, set Parameter Value to the watermark to be displayed, and click Save.

  4. Choose Outbound Call > Call Mgmt, select an outbound call task, and click Outbound Call Data to go to the outbound call data management page to view the watermark effect.

    Figure 10 Outbound call data