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 2024-10-12 GMT+08:00
View PDF
Share

Configuring Outbound Call Data

Outbound call data is customer numbers to be called in outbound call tasks. You can configure customer numbers one by one or import them in batches based on the number of customers.

Procedure

  1. Sign in to the AICC as a tenant administrator and choose Outbound Call > Call Mgmt.
  2. If batch information is not configured for an outbound call task, click to create a batch. Enter a batch name and click .
  3. Click Pending Calls.

    Table 1 Batch data parameters

    Parameter

    Description

    Customer ID

    Unique ID of a customer.

    If multiple Available Calls options are configured for a single Customer ID, 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 Customer ID.

    Customer number

    Customer number.

    Available Calls

    Number of called numbers under the same ID.

    Operation

    Operations that can be performed.

    • Edit
    • Delete

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

    Select a data configuration method and configure outbound call data as required by referring to Adding Outbound Call Data Records One by One, Importing Outbound Call Data, Adding Outbound Call Data Through Scheduled Import, or Importing Outbound Call Data to Multiple Tasks Through a Task Group.

  6. (Optional) Click Details corresponding to the configured outbound call data record to view details about the outbound call data. Click Modify to modify configuration items other than Customer ID. Click Delete to delete the configured outbound call data record. 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. Click Contact list corresponding to an outbound call task in the Draft state.

    Figure 1 Batch management

  3. Click Set Attributes.

    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 Set Attributes
    • If Enable custom attribute is disabled, attributes do not need to be configured for the outbound call data.
    • If Enable custom attribute is enabled but no attribute is selected, attributes whose Mandatory is Yes need to be configured for the outbound call data.
    • If Enable custom attribute is enabled and attributes are selected, the selected attributes need to be configured for the outbound call data.
    • It is recommended that the value of an attribute contain only digits and letters. If other formats need to be supported, configure the connection string by referring to "Commissioning the Intelligent Outbound Call Business > Configuring an ApLogic Data Source" in the commissioning guide.

  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. Click Contact list corresponding to an outbound call task in the Draft state.
  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.

    Target Contact List

    Import batch. Data of an outbound call task may need to be imported for multiple times. Since different batches of data have different execution logic, batch management is required.

    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 Outbound Call Result Policy configured for 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.

    Upload

    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 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 number of records that are successfully imported and that of records 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.

    When files are imported using a server, 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 to prevent import failures caused by full disk space.

Adding Outbound Call Data Through Scheduled Import

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

    Figure 6 Scheduled Import

  2. Click OK.

    When scheduled import is configured, 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 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 Contact list in the Operation column.
  2. If batch information is not configured for an outbound call task, click to create a batch. Enter a batch name and click .
  3. Click Pending Calls in the Operation column corresponding to the batch.
  4. On the batch data page, click New. The outbound call data configuration list is displayed, as shown in the following figure.

    Figure 7 Create Outbound Call Data

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

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

Importing Outbound Call Data to Multiple Tasks Through a Task Group

  1. Sign in to the AICC as a tenant administrator and choose Configuration Center > Call Config > Task Group Management.
  2. Click New.

    Figure 8 Create task group

  3. Set parameters and click Save.
  4. Click Import. In the Import dialog box, download the outbound call data template, fill in the template, upload the file, and click OK.

(Optional) Adding Watermarks

  1. Choose Configuration Center > System Management > Tenant Parameter.
  2. Choose Tenant parameters > Unified Public Configuration.
  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 and click Contact list corresponding to an outbound call task to go to the outbound call data management page to view the watermark effect.

    Figure 9 Outbound call data

Batch Management

  1. Choose Outbound Call > Call Mgmt and click Contact list in the Operation column.
  2. Click Create batch. In the Create batch dialog box, enter a batch name and click Save.

    Figure 10 Create batch

  3. Click Pending Calls corresponding to the new batch on the right. On the batch data page, you can add batch data.

    Figure 11 Batch data

  4. Return to the batch management page and click to enable the batch.

    Figure 12 Batch management