We have a requirement in Genesys Cloud where contact data uploaded into a campaign contact list must be dialed only within the same calendar month in which it was uploaded.
Example:
* Contact records uploaded in May 2025 must be attempted only until 31 May 2025.
* Any unattempted or uncalled contacts from May should not be carried forward or dialed in June 2026.
* From 1 June 2026 onwards, only contacts uploaded as part of June 2026 contact lists should be eligible for dialing.
There is also a retry requirement:
* If the contact is busy or unreachable, the system should retry the contact up to a maximum of 3 attempts.
Agents are also allowed to schedule callbacks.
Here is the challenge we are facing:
Suppose an agent schedules an Agent-Owned callback in May 2026. If the agent does not log in again during May and logs in only in June 2026, the callback from May should not be delivered to the agent. Ideally, it should be automatically removed or expired.
Our current approach is to maintain separate contact lists and campaigns for each month. This helps ensure that:
* Previous month retry attempts are automatically stopped
* Previous month campaign data is not dialed in the new month
However, we could not find a proper way to manage or track Agent-Owned scheduled callbacks from previous months.
Additionally, once the scheduled callback time has passed, we are unable to view or track those expired callbacks in Genesys Cloud.
Has anyone implemented a similar requirement?
Is there any recommended approach to automatically expire or remove Agent-Owned callbacks based on calendar month boundaries?
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Nivedraj P
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