Help Center/ Customer Engagement Center/ User Guide/ Tenant Administrator Guide/ Making Intelligent Outbound Calls/ Preparations for Creating Outbound Call Tasks/ Configuring an Outbound Call File Server
Updated on 2025-11-07 GMT+08:00
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Configuring an Outbound Call File Server

A tenant administrator can configure a server for storing outbound call files.

Prerequisites

  1. You have contacted the system administrator to add the IP address of a file server to the trustlist.
  2. Some operations under the current menu are controlled by separate permissions. If related operation permissions are not configured, the corresponding operations are not supported. For details about the operation permissions that can be configured separately, see Table 1.

If neither the role bound to an agent nor the role bound to the home OU of the agent does not have the Edit File Server permission, click the hyperlink in the Server Information column to view the file server details.

Context

When configuring outbound call data in an outbound call task, you can import data from a server. In this case, you need to configure the source SFTP server and related file information, and select a file-data mapping rule.

You can import a blocklist from a server. Upload the blocklist template to the corresponding path on the server, and enter the file name and path when importing the blocklist.

You can import multimedia marketing data from a server. Upload the multimedia marketing data template to the corresponding path on the server, and then enter the file name and path when importing multimedia marketing data. In addition, you can select a parsing mode for a mapping rule.

Procedure

  1. Sign in to the AICC as a tenant administrator and choose Configuration Center > Call Config > File Server.
  2. Click New to add an outbound call file server.

    Set Type to SFTP or OBS as required.

    Figure 1 Adding an SFTP file server
    Figure 2 Authentication mode being Public Key
    • Type: Set this parameter to SFTP.
    • IP Address: IP address of the file server where outbound call data is stored. The IP address must be in the trustlist.
    • Port: Port number of the server.
    • Username: Username for logging in to the server. The value can contain a maximum of 30 characters.
    • Authentication Mode: Password Authentication and Public Key are supported.
    • Key Type: RSA and ECDSA are supported.
    • Key Length: maximum length of the key; unit: character. If this field is modified, the public key is automatically updated. The public key of the server should be updated in time.
    • Password and Confirm Password: Password for connecting to the server.
    • Default Path: Path for storing outbound call data. The value must start with /.
    • Organization Unit: The options are as follows:
      • Tenant administrator: All OUs under the current tenant are available.
      • Agent:
        1. If the tenant parameter Has the tenant enabled inter-organization data isolation enforcement is set to Yes, OUs that can be accessed by agents are available.
        2. If the tenant parameter Has the tenant enabled inter-organization data isolation enforcement is set to No, all OUs are available.
        3. Accessible OUs selected on the Configuration Center > Employee Center > Employee > Add Employee page are available.

          Contact the tenant administrator to set tenant parameters on the Configuration Center > System Management > Tenant Parameter page.

    Figure 3 Adding an OBS file server
    • Type: Set this parameter to OBS. Object Storage Service (OBS) provides customers with secure, highly-reliable, and low-cost data storage of massive data without considering the capacity limit. In addition, OBS provides customers with multiple storage types to meet their requirements in various business scenarios.
    • IP Address: IP address for storing outbound call data files.
    • Bucket: Container for storing objects in OBS.
    • AK and SK: Access key of the OBS server, which is used for authentication. The AK and SK are obtained after OBS is purchased.

      OBS file servers are supported only in the SaaS environment.

    • Organization Unit: The options are as follows:
      • Tenant administrator: All OUs under the current tenant are available.
      • Agent:
        1. If the tenant parameter Has the tenant enabled inter-organization data isolation enforcement is set to Yes, OUs that can be accessed by agents are available.
        2. If the tenant parameter Has the tenant enabled inter-organization data isolation enforcement is set to No, all OUs are available.
        3. Accessible OUs selected on the Configuration Center > Employee Center > Employee > Add Employee page are available.

          Contact the tenant administrator to set tenant parameters on the Configuration Center > System Management > Tenant Parameter page.

  3. Click OK to save the outbound call file server configuration.