After creating a call task, you need to add call candidates to it - these are potential clients that the bot will call.
Candidates can be added :
- Manually one at a time.
- By loading a list from a file.
¶ Adding manually
- Click on the line of the call task. The Calling tasks for calling window opens.
- Click Add candidates manually in the center of the page if no candidates have been added yet or
. - Select Add candidates manually from the drop-down list. The Add Calling Candidates for a task window will open.
- Add candidates. Each candidate is added separately.
- Candidate 1:
- Number: Enter the phone number of the first candidate. Multiple numbers can be added for each candidate. To do so, press +Add in the field below. To do so, click +Add in the field below. If necessary, you can delete the number by clicking
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- Number: Enter the phone number of the first candidate. Multiple numbers can be added for each candidate. To do so, press +Add in the field below. To do so, click +Add in the field below. If necessary, you can delete the number by clicking
- Candidate 2:
- Click +Add Candidate.
- Add a phone number as described above.
Subsequent candidates add in the same manner.
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(Optional) Enable Disable number verification to have the system verify that the number format is correct when adding a candidate.
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Click Add. The candidates will be added to the call job.
¶ Loading candidates from a file
- Click on the line of the call task. The Calling tasks for calling window opens.
- Click → Download template. This will begin downloading the file to your computer.
- Open the downloaded file to make a table with the data of all candidates. The structure of the table is strictly defined, changing it may cause file processing errors. For each new candidate, the information is entered on a new line. The data is written as follows:
- Phone Number: еnter the candidate's phone number.
- (Optional) Client external ID: Enter a client number in an external system that will allow the client to be identified. Specify in any format, any sequence of characters can be used. If left blank, the system will automatically set an arbitrary value when the file is loaded.
- (Optional) Time Zone: Enter the time zone of the client. Used when the time zone does not match the region of the phone number.
- Values from -12 to 12 are defined as UTC timezone hours.
- Values from -3599 to -13 are defined as -1 hour of the UTC timezone.
- Values between 13 and 3599 are defined as +1 hour of UTC timezone.
- Values above 3600 are considered UTU timezone seconds and are rounded to the nearest whole hour, boundary values are rounded up.
For example, if you specify "9000", the system will define this value as seconds and round up to the nearest hour (i.e. = 10800). - Values beyond -43200 to 43200, as well as non-numeric values (including a blank field) will not be taken into account, in this case the time zone will be determined by the candidate's phone number. If the time zone cannot be determined by the phone number, the system will define it as UTC+0.
- (Optional) Enter your own custom parameters (variables) starting from the 4th column for further use in scenarios. The number of parameters is unlimited. The name of each new variable is specified by a title in a separate column without curly brackets (Name, City, etc.). The value of the variable is specified in the client line (John, Los Angeles, etc.).
- Load the file with candidates:
- Move the cursor over the call task line.
- Click on
. - Select Load candidates from file.
- Select a previously compiled file. The candidates for the call will be loaded into the list from the file.
- Click → Load candidates from file.
- Select a previously compiled file. The candidates for the call will be loaded to the list from the file.
¶
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(Optional) If you have specified custom variables in the file, you need to add them to the script. To do this:
- Go to the Bots section.
- In the list of scripts, select the one added to the call task. The script editor will open.
- Select the starting block. The settings window will open on the right.
- Click on the Variables and Templates tab.
- Fill in the variables that will be used in the script:
- Click +Add.
- Variable key: specify the name of the variable, i.e. the names of the custom parameter columns from the candidate file. The variable names and column names must be absolutely identical, their order in the file must be preserved.
- Type: specify the data type: e.g. for name - Name, for city - Text, etc.
- Repeat the steps for all variables. Each variable is added to a new line.
- Click Save in the page header.
After adding and configuring candidates, you will be able to run the call.
¶ Deleting a candidate
If necessary, you can remove a candidate from the call task. To do this, do the following:
- Go to the Voice bots section.
- Click on the call task row. The Calling tasks for calling window will open.
- In the Candidates tab, hover over the candidate row and click .