Symptom / Need

Set up and manage auto-dialing campaigns to optimize customer engagement.

Context / Scenarios

Predictive and progressive campaigns allow calls to be made automatically, adjusting speed and strategy according to operational needs. They are ideal for optimizing dialing times and increasing team efficiency.

Answer (Solution/Recommendation)

Follow these steps to manage predictive or progressive dialing campaigns:

1. Access to the administration panel:
   • Right click on the desired campaign.
   • Select the “Admin Predictive” option to open the configuration window.
2. Main operations:
   • Start the campaign: Put automatic dialing into operation.
   • Pause Campaign: Temporarily stop flagging for adjustments or reviews.
3. Selecting the dialing type:
   • Choose between predictive or progressive modes , depending on the desired strategy.
4. Marking strategy:
   • Telephone (1 to 10): The system will dial the number associated with the corresponding field in the database.
   • Autopilot: Configure advanced parameters for automatic dialing.
   • Strategy: Design an omnichannel marketing strategy that combines different channels.
5. Maximum ring time:
   • Defines the maximum time the system will wait before ending a call without answer.
6. AMD Configuration:
   • On or Off: Enables Answer Machine Detection (AMD) technology to handle calls that are answered by machines.
   • AMD Parameters: Adjust settings based on campaign objectives.
7. Database Management:
   • Reload the database when new records are added.
   • Browse through the pages of the database if it contains a large volume of information.
8. Campaign speed:
   • Monitors current dialing speed.
   • Adjust speed according to operational needs to improve performance.

Note

This process optimizes call management, ensuring a more efficient experience for both your team and your customers.