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titleAdding Strategies
  1. Create a strategy from scratch by clicking Add buttonin 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 General Tab, specify the name and dialing sequence by using the Add button .
  3. Click Ok button .
  4. In Outcome Tab, you can specify the following fields:

    Info

    The dialing behavior of a Strategy is set based on individual Outcomes a contact attempt may receive. This editor allows different views/organization of the outcomes and how the system should behave for the account.


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    title'Filter By' Views

    There are three filters selectable by using Filter By to help you see what you need:

    • 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 all of a Category by selecting from the far left column hierarchy.
    • Result: The LiveVox Result name for the contact outcome (may differ from what agent sees). See Termination Codes editor to understand which agent selected codes map to LiveVox Results.
    • Termination Code: The outcome agents see on your site's default service.
    • Dial Another Number: Indicates 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 delayed before beginning.
    • Max Rounds: The maximum number of attempts during a campaign for a number reaching this outcome. If last outcome for a Sequence has Max Rounds of 1, will restart the sequence at the beginning.
    • Requeue From Prior Campaign: Looks Looks at prior run and, if final outcome has this checked in this strategy, includes it in requeue campaign. Only used if strategy assigned to a requeue.

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

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

Controlling which services can apply a strategy simplifies campaign assignment, helps with compliance, and allows dealing better with distinct books of business. You can enable restricting 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 settings aside from the system-assigned ID. After making a change click Save button .

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titleModify General Tab Attributes
  • ID: Cannot be adjusted

  • Name: Enter the new identifying name to be applied for this strategy.
  • Dialing Sequence: You can modify the existing dialing sequence by using following options.
    • Add new phone fields using the Add button .
    • Move fields around by selecting them by using the move-up icon  and move-down icon
    • Remove a phone field by selecting it and clicking 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 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  .