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Dialer set up

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  • 1.  Dialer set up

    Posted 10-25-2018 17:06
    No replies, thread closed.

    I would like to speak with someone who has experience with outbound dialer.  We are trying to have the dialer manage both the # of attempts AND the time in-between attempts (looking for 48-72 hours between attempts with a maximum of 6 attempts per record).   Apparently, this is not inherent in the software but I hear with some effort we can automate this function.   Can you explain how this can be accomplished?



    #Outbound

    ------------------------------
    Bill Moon
    AAPC
    ------------------------------


  • 2.  RE: Dialer set up

    Posted 10-25-2018 20:52
    No replies, thread closed.
    Hey Bill

    When we first started in outbound dialer management, we asked the same question. I would suggest you take a look at Rule Management under Outbound Dialing.
    I recall we set it based around 6 different rules and had to amend our contact lists to include new headers to basically lookup the result and then opt to either redial again or block the number from being dialed.

    Rules we added were, each had their own variance and depended on the outcome of the initial call and the delay we set between attempts

    Check Call Time = Pre call - It checked the time of the call
    Timestamp - Person = Wrapup - took the timestamp at wrapup 
    Check Attempts = Pre call - number of attempts
    Timestamp - Busy = Wrapup - redial attempt
    Timestamp - Machine = Wrapup - redial attempt
    Timestamp - No Answer = Wrapup - redial attempt

    We don't use this function anymore though as we found that setting the amount of attempts /contacts and the size of our contact lists the attempts are spaced out over the time period of operating a contact list over 2 weeks 

    Alternatively look under Admin>List management> Attempt controls https://help.mypurecloud.com/articles/configure-attempt-limits-entry/
    Set the number of attempts for both Contact and Number. We have 4 and 4 in compliance with our countries laws.

    Then Optional settings Recall Attempts the max amount of time is 480mins = 8 hours




    ------------------------------
    Darryn Chang
    Stuff Limited
    New Zealand
    2 Years Purecloud
    ------------------------------



  • 3.  RE: Dialer set up

    Posted 06-05-2023 10:02
      |   view attached
    No replies, thread closed.

    Darryn,

    i am in the UK and need to ensure that a nuisance call is not called back for 72 hours. Do I need to set something up in Rule Management like the file attached or do i need to do something different ?. As soon as the outbound call connects the customer receives a recorded message stating the purpose of the call and then they are asked to press 1 to connect the call and therefore i need something which will see when the customer doesn't answer the call or disconnects the call however neither are in the disposition list in the rule management section of the attachment. Your help and advice on how to configure would be appreciated.



    ------------------------------
    richard craig
    British Telecommunications PLC
    ------------------------------

    Attachment(s)

    docx
    Nuisance Calls.docx   87 KB 1 version


  • 4.  RE: Dialer set up

    Posted 06-06-2023 04:50
    No replies, thread closed.

    Hi Richard,

    I think the following should cover it:

    In the Rule Set you'd need to set up a Wrap-Up rule with Condition >> System Disposition.

    Here you can add ININ-OUTBOUND-FAILED-TO-REACH-AGENT. 

    Details on meaning of the ININ-OUTBOUND system dipositions can be found here: https://help.mypurecloud.com/articles/wrap-up-codes-assigned-by-outbound-dialing/


    Then in your actions you'd choose Schedule Callback >> set this to 4320 minutes from now (this should be 72 hours).
    Another action that you should add here is to update a custom column in your contact list with for example Abandoned.

    You might also want to add another rule for ININ-OUTBOUND-DISCONNECT.


    Then in the same Rule Set you can add a Pre-Call Rule that checks for the value in this custom column exists. 
    So Custom Column is (or contains) Abandoned.

    Then add another condition with checks for Last Attempt Overall is later than 72 hours.

    And then add an action to  Switch the call to Preview.

    This should cover the ofCom rule of not calling within 72 hours AND making sure there is an availble agent to dial them. 

    Hope this helps!

    Cheers Hermina



    ------------------------------
    Hermina Cosic
    Genesys - Employees
    ------------------------------



  • 5.  RE: Dialer set up

    Posted 06-06-2023 05:47
      |   view attached
    No replies, thread closed.

    Hermina - so something like i have outlined in the attached document 



    ------------------------------
    richard craig
    British Telecommunications PLC
    ------------------------------

    Attachment(s)

    docx
    Nuisance Calls.docx   187 KB 1 version


  • 6.  RE: Dialer set up

    Posted 06-06-2023 06:04
    No replies, thread closed.

    My appologies, I totally missed that! Let's blame it on the fire drill ^_^

    But, yes, indeed, exactly like that!

    Cheers!



    ------------------------------
    Hermina Cosic
    Genesys - Employees
    ------------------------------



  • 7.  RE: Dialer set up

    Posted 06-06-2023 07:04
    No replies, thread closed.

    Hemina - the below is what i see in Workspace for the outcome of the calls which are not answered by the customer.

    is there any way to get this into the disposition list in the Conditions section



    ------------------------------
    richard craig
    British Telecommunications PLC
    ------------------------------



  • 8.  RE: Dialer set up

    Posted 06-06-2023 06:11
    No replies, thread closed.

    Hemina - i have tried this but as mentioned the even though i am not answering the call the call is dispositioning itself as ININ-OUTBOUND-NO-ANSWER and not ININ-OUTBOUND-FAILED-TO-REACH-AGENT. I cannot select this option from the drop down below.

    is it possible to add the ININ-OUTBOUND-NO-ANSWER to this list at all ?.



    ------------------------------
    richard craig
    British Telecommunications PLC
    ------------------------------



  • 9.  RE: Dialer set up

    Posted 06-07-2023 03:23
    No replies, thread closed.

    HI Richard,

    No Answer is under Call Analysis in the rules.

    But can you please describe your scenario here?

    In my test (automated campaign) if dialer dials out and the customer does not answer, you will receive a no answer disposition. As far as I remember, this doesn't require steps outlined in your document and my post.
    If the customer does answer and the agent doesn't pick up you will receive ININ-OUTBOUND-FAILED-TO-REACH-AGENT.

    Cheers,

    Hermina



    ------------------------------
    Hermina Cosic
    Genesys - Employees
    ------------------------------



  • 10.  RE: Dialer set up

    Posted 06-07-2023 04:12
    No replies, thread closed.

    Hermina - I am running the campaign in progressive mode and have 3 records in the list. When I start the campaign the first mobile rings and I am not answering the call and it disconnects after 22s. When I do this with the other records and don't answer the call I get the ININ-OUTBOUND-NO-ANSWER disposition code displayed in the wrap up code section of Workspace. As this has not connected to an agent they cannot enter a wrap up code.

    If I start the campaign and then answer the call but still don't connect to an agent I get the  ININ-OUTBOUND-TRANSFERRED-TO FLOW disposition code and because the call has terminated before reaching the agent they cannot set a wrap code.

    What do I need to do to ensue that if I get the ININ-OUTBOUND-NO-ANSWER disposition code that the customer is not called back for 72 hours as your previous response suggests I don't need to carry out any of the steps outlined in your post.



    ------------------------------
    richard craig
    British Telecommunications PLC
    ------------------------------



  • 11.  RE: Dialer set up

    Posted 06-09-2023 02:44
    No replies, thread closed.

    If you need to reschedule a No Answer wrap up to 72 hours in the future you will need to set up a rule to do this.(in this case choose No Answer under Call analysis and set up the rule)



    ------------------------------
    Hermina Cosic
    Genesys - Employees
    ------------------------------



  • 12.  RE: Dialer set up

    Posted 06-09-2023 03:23
    No replies, thread closed.

    Hermina - is this in the section outlined below

    i have also set up the following 

    does that look right and will it work ?



    ------------------------------
    richard craig
    British Telecommunications PLC
    ------------------------------



  • 13.  RE: Dialer set up

    Posted 06-09-2023 03:29
    No replies, thread closed.

    Hi Richard,

    Sorry for causing confusion! You need to set up the reschedule rule in Rules:

    Once you choose No Answer here you can then set up your Actions, such as reschedule for 72 hours like you did earlier in the document you attached 

    hope this helps!

    Cheers Hermina



    ------------------------------
    Hermina Cosic
    Genesys - Employees
    ------------------------------



  • 14.  RE: Dialer set up

    Posted 06-09-2023 04:01
    No replies, thread closed.

    Hermina - yes sorted that now and it wasn't working however i had realised i hadn't added the Rule Sets to the campaign however when i have and ran the campaign it isn't dialling the numbers. Many thanks for your help.



    ------------------------------
    richard craig
    British Telecommunications PLC
    ------------------------------



  • 15.  RE: Dialer set up

    Posted 06-09-2023 04:07
    No replies, thread closed.

    Awesome! :-)



    ------------------------------
    Hermina Cosic
    Genesys - Employees
    ------------------------------



  • 16.  RE: Dialer set up

    Posted 06-16-2023 03:24
    No replies, thread closed.

    Hermina -This still doesn't look like it is working. I have set up the following:

    Which is the the reschedule rules you referred to in your post and also the schedule callback for 72hrs. I have also added the following:

    is this required or is the first rule only required ?. 

    I have made sure that the rule is associated with the calling list as below.

    And Added the Rule management to the Campaign Management

    So when i run the campaign the first time i am getting the following outputs in Workspace

    When the list is called after that i am getting the following output.

    Does that look right ?. 

    I assumed it had worked last time as the records didn't dial after the initial run however i was anticipating that after the 72 hours had elapsed that the list would start dialling the numbers again when i ran the list however this did not happen.



    ------------------------------
    richard craig
    British Telecommunications PLC
    ------------------------------



  • 17.  RE: Dialer set up

    Posted 06-16-2023 04:34
    No replies, thread closed.

    it also seems to be dialling 2 of the numbers in the calling list every other time the list is run



    ------------------------------
    richard craig
    British Telecommunications PLC
    ------------------------------



  • 18.  RE: Dialer set up

    Posted 06-21-2023 08:18
    No replies, thread closed.

    This still isn't working and im not sure why . I have done the following which is correct however it is still dialling the calls every other time.

    Hermina -This still doesn't look like it is working. I have set up the following:

    Which is the the reschedule rules you referred to in your post and also the schedule callback for 72hrs. I have also added the following:

    is this required or is the first rule only required ?. 

    I have made sure that the rule is associated with the calling list as below.

    And Added the Rule management to the Campaign Management

    So when i run the campaign the first time i am getting the following outputs in Workspace

    When the list is called after that i am getting the following output.

    Does that look right ?. 

    I assumed it had worked last time as the records didn't dial after the initial run however i was anticipating that after the 72 hours had elapsed that the list would start dialling the numbers again when i ran the list however this did not happen.



    ------------------------------
    richard craig
    British Telecommunications PLC
    ------------------------------



  • 19.  RE: Dialer set up

    Posted 06-21-2023 16:06
    No replies, thread closed.

    Hi Richard,

    In the first rule in the screenshot below I don't see an update to custom coulmn Abandon. And you are checking for this value in your second rule. I think this might be the reason why. 



    ------------------------------
    Hermina Cosic
    Genesys - Employees
    ------------------------------



  • 20.  RE: Dialer set up

    Posted 06-22-2023 04:40
    No replies, thread closed.

    Hermina - So something like this ?.



    ------------------------------
    richard craig
    British Telecommunications PLC
    ------------------------------



  • 21.  RE: Dialer set up

    Posted 06-23-2023 03:17
    No replies, thread closed.

    Can you leave the Condition in the rule as it was and set your Actions to this:



    ------------------------------
    Hermina Cosic
    Genesys - Employees
    ------------------------------



  • 22.  RE: Dialer set up

    Posted 06-23-2023 03:25
    No replies, thread closed.

    Hermina - yes i have set that as below.

    then attached to the other rule i have the following 

    is this also required ?.



    ------------------------------
    richard craig
    British Telecommunications PLC
    ------------------------------



  • 23.  RE: Dialer set up

    Posted 06-23-2023 03:33
    No replies, thread closed.

    Can you switch here to In the past?



    ------------------------------
    Hermina Cosic
    Genesys - Employees
    ------------------------------



  • 24.  RE: Dialer set up

    Posted 06-23-2023 03:44
    No replies, thread closed.

    Hermina - yes i have done that however when i was doing that i noticed the following errors

    is this something to do with the columns in the list i have uploaded ? i have attached it below.



    ------------------------------
    richard craig
    British Telecommunications PLC
    ------------------------------



  • 25.  RE: Dialer set up

    Posted 06-23-2023 04:31
    No replies, thread closed.

    Hi Richard,

    You are getting that warning because there is no contact list is assigned to that rule.

    Just for consideration: a No Answer call is a customer not picking up the phone. That is not considered as an abandon.

    Abandoned is a call that did not reach the agents because the caller hung up while in the waiting queue or in the IVR. (ofCom look at two options here: 1. Customer picks and you play a message becauset here is no available agent

    or 2. Customer picks up and hears silence)

    You don't need to classify a No Answer as an abandon. If you want to reschedule No Answer just simply set up this:

    If you want to switch a call that was No Answer to preview call (if you are running progressive, power or predicitve) then you can add this pre-call rule:

    Once the rules has ran correctly, in Scheduled Callbacks view you will find the record scheduled for 3 days in future so you can check if the rule ran correctly.

    Hope this helps.

    Cheers Hermina



    ------------------------------
    Hermina Cosic
    Genesys - Employees
    ------------------------------



  • 26.  RE: Dialer set up

    Posted 06-23-2023 05:54
    No replies, thread closed.

    Hermina - i have tried to configure that however i cannot see the No Answer in the wrap up code list even though it is included in the wrap up codes list and the wrap up code mappings



    ------------------------------
    richard craig
    British Telecommunications PLC
    ------------------------------



  • 27.  RE: Dialer set up

    Posted 06-23-2023 09:51
    No replies, thread closed.

    hi Richard,

    It doesn't show up in this list if it is not associated with the queue that you are using when creating a rule set. If you add it to the queue as well, it will show up here.

    Or you can also insert a value in your wrap up rule to a custom column of your call list and check for that value instead of Last Wrap Up overall.

    cheers, Hermina



    ------------------------------
    Hermina Cosic
    Genesys - Employees
    ------------------------------



  • 28.  RE: Dialer set up

    Posted 06-23-2023 11:07
    No replies, thread closed.

    Hermina - set it exactly as you have and ran the campaign not answering the calls the first time round. When the campaign is recycled it doesn't ring any of the numbers again which is fine and what it should do.

    The campaign then stops as below.

    When i then restart the campaign it then dials the numbers again and when recycled doesn't ring the numbers again. Im really close just not sure why it appears to dial the numbers again when the campaign is re-started.

    Is it something to do with any other conditions i have set like below.



    ------------------------------
    richard craig
    British Telecommunications PLC
    ------------------------------



  • 29.  RE: Dialer set up

    Posted 06-26-2023 03:38
    No replies, thread closed.

    is there any reason this still dials the records when the campaign is re-started ?. When the campaign is ran the first time i don't answer any calls. When the campaign is re-cycled the records are not called HOWEVER when the campaign goes to a status of   an i have to re-start the campaign the records are re-dialled again. I have set it so that the record shouldn't get dialled until 3 days in the future.



    ------------------------------
    richard craig
    British Telecommunications PLC
    ------------------------------