Help Center/ Cognitive Engagement Center/ User Guide/ Tenant Administrator Guide/ Making Intelligent Outbound Calls/ Managing Outbound Call Tasks/ Creating Previewed Outbound Call Tasks
Updated on 2024-10-12 GMT+08:00
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Creating Previewed Outbound Call Tasks

In a previewed outbound call task, the system pushes a customer to an agent (not to call the agent). After previewing the customer information, the agent manually executes calls.

Prerequisites

  • The platform role of a user account is agent.
  • To create an outbound call task, you have completed the operations in Preparations for Creating Outbound Call Tasks.
  • At least one voice skill queue exists. For details about the configuration method, see Maintaining a Tenant Space Skill Queue. The skill queue has been associated with the agent who needs to make an outbound call. For details about the association method, see Associating an Allocated Agent ID with a Business Account and Skill Queue.
  • If the tenant space is in trial commercial use, you have contacted O&M personnel to add the numbers used for making outbound calls to the tenant space trustlist.
  • To send SMS notifications for failed outbound calls, you have configured an SMS template on the Configuration Center > Workbench Configuration > Notification Template page. For details about how to configure an SMS notification template, see Configuring Notification Templates as an Administrator.
  • To configure a callback URL, an application has been submitted to the system administrator and approved to add the callback URL to the address trustlist.

Context

In the predicted outbound call scenario, a call is made to a customer and then to an agent. When the call reaches the agent, the customer is already online and waiting. Therefore, the agent does not have enough time to understand the customer's background information.

In a previewed outbound call task, the system pushes a customer to an agent (not to call the agent). After previewing the customer information, the agent manually makes a call.

Procedure

  1. Sign in to the AICC as a tenant administrator and choose Outbound Call > Call Mgmt.
  2. Click Create and choose System Automatic Outbound Call. On the Create System Auto Outbound Call page, set Task Type to Preview Outbound Call.

    Figure 1 Page for configuring the basic information of a previewed outbound call task

  3. Configure basic information.

    • Task Name: Enter a customized task name.
    • Caller Number: Select an existing calling number of the current tenant space. A maximum of 100 calling numbers can be added.
    • Start Time: Set this parameter to a value not earlier than the current time.
    • End Time: Set this parameter to a value not earlier than the start time.
    • Task Type: Select Preview Outbound Call. For an outbound call task created using a template, the value of this parameter is the type configured in the template by default and cannot be changed.
    • Skill Queue: Select an existing skill queue. For details about how to configure a skill queue, see Maintaining a Tenant Space Skill Queue.
    • Questionnaire: An IVR survey needs to be used together with the questionnaire diagram element in an IVR flow. A manual and IVR survey can be used on the outbound call workbench or used together with the questionnaire diagram element in an IVR flow.
    • SMS Template for Failed Outbound Call: Select a configured SMS notification template. For details about how to configure an SMS notification template, see Configuring Notification Templates as an Administrator.
    • Priority: Select a value from 1 to 5. A smaller value indicates a higher priority. If tasks are started at the same time, the task with a higher priority is called preferentially.
    • Associate Business Result: After an outbound call task is associated with a business result, only the associated business result and its sub-business results can be selected for outbound calls in the task. If Appointment Pop-up Screen is enabled for the business result, after the business result is selected for an outbound call, the dialog box for creating a reserved outbound call task is displayed.
    • Callback Address: Enter the URL for callback upon call connection or release on the customer side.

      The callback URL is a third-party URL and can carry data. The carried parameters include dataId, taskId, sessionId, calledNo, beginTime, vdnId, failCode, callId, filePath, and customFiled.

      In the integrated environment, the callback URL can be configured only in the outbound call task.

    After the configuration is complete, click Next.

  4. Configure the outbound call period.

    Figure 2 Outbound Call Duration
    1. In Regular Date Time Period(UTC+08:00), set the start time and end time of the working period. Examples are as follows:

      9:00–11:30

      14:00–18:00

    2. In Special Date, click add special date to add days such as holidays and weekends as special dates.
    3. In Special Time Period(UTC+08:00), click add time period and set Start Time and End Time to 00:00 and 23:59, respectively.

      If calls do not need to be made on some special dates, for example, weekends, you can set Regular Date Time Period(UTC+08:00) to 00:00–23:59, set weekends as special dates, and set Special Time Period(UTC+08:00) to 00:00–00:00, as shown in the following figure.

  5. Configure the task policy. Set Preview Timeout Interval (s) and Previewed Outbound Call Duration.
  6. Configure the call policy.

    1. In the Call Strategy area, customize the pre-called customer numbers. Set parameters based on Table 1.
      Figure 3 Call Strategy
      Table 1 Parameters in the Call Strategy area

      Parameter

      Description

      Call Sequence: Customize the call sequence of pre-called customer numbers.

      Unordered call

      -

      By No

      -

      By data attribute

      Click Add, select attributes, and set the sorting type.

      You can adjust the attribute sequence after adding the attributes.

      Multi-number customer call rounds: Mode for calling multiple numbers of a customer.

      In sequence

      Call multiple numbers of a customer in sequence.

      By number type

      You can select Existing number type or New number type. After the configuration, the number with the specified type placed ahead is called first.

      By sequence number

      You can enter the sequence numbers of numbers. After the configuration, the number with a smaller sequence number is called first.
    1. Configure Outbound Call Result Policy, which indicates the processing method when an outbound call is not connected due to an unallocated number, busy line, or other exceptions. Select Global policy or Contact Policy.
      • Global policy
        • Disable Configure Policy Based On Results.

          Set Max. Call Attempt Days, Maximum number of call attempts per day, and Call-Out Interval (s).

          Click and set Add non-retry result code. When the result of an outbound call to a customer matches a result code configured in Add non-retry result code, the system stops retrying calling all other numbers of the customer.
          Figure 4 Disabling Configure Policy Based On Results
        • Enable Configure Policy Based On Results.

          In Results processing strategy, click and set Outbound Call Failure Cause, Retry Times and Call-Out Interval (s). Click for multiple times to add multiple policies one by one. Policies with the same values of Outbound Call Failure Cause cannot be added.

          Click and set Add non-retry result code. When the result of an outbound call to a customer matches a result code configured in Add non-retry result code, the system stops retrying calling all other numbers of the customer.
          Figure 5 Enabling Configure Policy Based On Results

        If the outbound call interval is set to a large value, outbound call operations indicators, such as the call connection rate, may be affected. You are advised to use the default value.

      • Contact Policy
        • Default number type: Set Whether to configure based on the result to configure the policy.

          If it is set to No, you can set Max. Call Attempt Days and Maximum number of call attempts per day.

          Figure 6 Setting Whether to configure based on the result to No

          If it is set to Yes, you can set Outbound Call Failure Cause, Retry Times, and Call-Out Interval (s). Click for multiple times to add multiple policies one by one. Policies with the same values of Outbound Call Failure Cause cannot be added.

          Figure 7 Setting Whether to configure based on the result to Yes
        • Added number type: Click to access the Configure Policy Based On Results dialog box. You must set Number Type first regardless of whether Configure Policy Based On Results is enabled, and then set other parameters.

          If Configure Policy Based On Results is disabled, set Number Type to New number type and set Max. Call Attempt Days and Maximum number of call attempts per day.

          Figure 8 Disabling Configure Policy Based On Results

          If Configure Policy Based On Results is enabled, set Number Type to New number type, click , and set Outbound Call Failure Cause, Maximum number of call attempts, and Call-Out Interval (s). Click for multiple times to add multiple policies one by one. Policies with the same values of Outbound Call Failure Cause cannot be added.

          Figure 9 Enabling Configure Policy Based On Results

  7. (Optional) Click Save as Template. In the dialog box that is displayed, enter a template name and click confirm to save the current configuration as an outbound call template.
  8. Click Save.
  9. Return to the Call Mgmt page, click Contact list in the Operation column corresponding to the new outbound call task, and add outbound call data to the outbound call task. For details, see Configuring Outbound Call Data.
  10. Return to the Call Mgmt page and click corresponding to the new outbound call task.

Follow-up Procedure

To modify an outbound call task, click Suspend to suspend it.

After the task is suspended, click Edit to modify the outbound call task. The procedure for changing the calling number is as follows:

  1. Click Caller Number. The page for selecting a calling number is displayed. The selected calling number is displayed by default.
    Figure 10 Select Calling Number
  2. Click Add and select another calling number. The selected calling number cannot be selected again. The number of new calling numbers cannot exceed the Maximum number of calling numbers configured by an administrator.
    Figure 11 Adding a calling number
  3. Click OK. Return to the Select Calling Number page and click OK.

To view the task result, you can click a task to access the outbound call task details page and click the outbound call result on the outbound call task details page to view the outbound call result for each customer.

To enable the recording function for intelligent robot outbound call results, choose Configuration Center > Chatbot Management > Flow Configuration > System > System Settings, click the System Settings tab, and set FLOWRECORDFLAG (whether to enable the recording function for intelligent IVR call flows) to Enable. In this way, Play is displayed for intelligent robot outbound call results.

On the task result page, you can perform the following operations:

  • Click Details to view all outbound call results of all called numbers under the customer.
  • Click Business Result to remark the called outbound numbers.
  • Click Export to export the task result.
  • Click View Export Result to view the export result. On the displayed page, you can download the result.

    The exported data contains personal data. Exercise caution when processing the exported data to prevent personal data leakage and abuse.