How is a campaign set up on our dialer?
Flows, seats and assignments, in the order that makes the dialer settings correct.
The order matters, because each step produces something the next one needs.
- 1Publish the flow the bot will run.
- 2Create a seat for each remote-agent entry on your dialer.
- 3Create an assignment, which says which flow answers on which seat and where transfers go. Saving it produces a route code.
- 4On your dialer, set each remote agent's external extension to your carrier prefix followed by that route code.
- 5Create the remote agents as INACTIVE and place a few test calls by hand. Check the call list, do-not-call and callback pages, and confirm a closer picks up a transfer.
- 6Activate a small number of seats, listen to the first calls, then ramp up.
Before saving, the setup page checks your work. It refuses an assignment whose flow can transfer but has nowhere to transfer to, and warns you if the dialer campaign or transfer settings are missing.
Tip
To change what a seat says, change the flow on its assignment. The route code stays the same, so nothing needs editing on the dialer.
Heads up
Activating remote agents immediately adds dialing lines and starts using leads. Ramp up slowly.