LV23 Pop-Out Help

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titleSearch Strategy List

You can use the Filter option to search for specific strategies. Filter options can include character, numerical, and special characters (_, -, *, so on) values.

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titleAdding Strategies
Note

LVP supports all 30 phone fields in the dialing strategies configuration for international next-number dialing. 

  1. Create a strategy from scratch by clicking the Add buttonin the lower-right corner, or start from an existing strategy by clicking the Copy icon .

    Info

    Hover on the existing strategy row to view the Copy icon.

  2. In the General tab, specify the name and dialing sequence by using the Add button .
  3. Click the Ok button .

  4. In the Outcome tab, you can specify the following fields:

    Info

    The dialing behavior of a Strategy is based on the individual outcomes a contact can receive. This editor allows different views/organization of the outcomes and enables you to configure how the system should behave for the account.

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    title'Filter By' Views

    There are three filters that you can select using Filter By to help you configure the behavior:

    • Outcome Strategy: Only outcomes set to Dial Another Number, Try Another Round of Dialing, or Requeue appear in this view.
    • All Requeueable Results: The previously default LiveVox strategy view of all commonly used outcomes.
    • All LiveVox Results: Every possible agent or system assigned outcome.


    • Category: The overall group in which the outcome resides. View the entire category by selecting the category from the far left column hierarchy.
    • Result: The LiveVox Result name for the contact outcome (can differ from what the agent sees). See the Termination Codes editor to understand which agent-selected codes map to the LiveVox Results.
    • Termination Code: The outcome agents that appear on your site's default service.
    • Dial Another Number: Indicates that the next number in the sequence will be dialed if this outcome is reached.
    • Minutes Between Rounds: If another round of dialing occurs for the sequence, the amount of time to wait before beginning.
    • Max Rounds: The maximum number of attempts during a campaign for a number reaching this outcome. If the last outcome for a sequence has Max Rounds of 1, the sequence restarts at the beginning.

    • Requeue From Prior Campaign: Looks at the prior run and, if the final outcome has this checked in this strategy, includes it in the requeue campaign. Only used if the strategy is assigned to a requeue.

      Select a strategy and double-click to make any changes to the Minutes Between Rounds, Max Rounds, Dial Another Number, and Requeue From Prior Campaign fields.

  5. Click the Save button  .
  6. Click the Save button.
Info

Controlling which services can apply to a strategy simplifies campaign assignment, helps with compliance, and allows dealing better with distinct books of business. You can restrict access to a strategy by navigating to Configure > Service > Client > Settings.

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titleAdjusting Strategies

Double-click the specific strategy row to modify any of the settings except for the system-assigned ID. After making a change click the Save button .

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titleModify General Tab Attributes

  • ID: Cannot be adjusted

  • Name: Enter the new name for this strategy.
  • Dialing Sequence: You can modify the existing dialing sequence using following options.
    • Add new phone fields using the Add button .
    • Move fields around using the move-up icon and move-down icon . 

    • Remove a phone field by clicking the Delete icon . 

      Info

      The Delete icon appears when you hover on the phone row.

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titleModify Outcomes Tab Attributes

Select the Filter By option to show more outcomes or all outcomes. After adjusting, click the Save button .

  • Category, Result: Cannot be adjusted.
  • Termination Code:  Not adjustable here. Navigate to the Termination Codes editor from the main navigation links on the left.
  • All other attributes:  Double-click on the value to be modified, choose the new one from the list, and click in the blank space.
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titleChange History Tab

The Change History tab tracks and displays the changes made to the strategy.

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titleDeleting Strategies
  1. Hover on the strategy row to view the Delete icon.
  2. Click Delete icon. 
  3. Confirm your selection by clicking Yes button  .