The rules defining the inclusion of numbers for an account, sequence sequence of dialing, whether to move to the next number in the sequence, and Requeue requeue inclusion are set using the Strategies editor. You can view all available strategy strategies in the the Strategy editor. Expand below to learn more.
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title | Viewing List of Strategies |
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You can view all available strategy strategies in the the Strategy editor. The basic settings are defined here. - ID: System System assigned identifier and unchangeable.
- Name: Assigned Assigned by you to keep track of your strategy's purposeidentify the strategy.
- Sequence: The The phone fields from your input filter and their order of potential dial are the Sequencesequence. Consult your Input Filter to see which input file location contributes to each phone field.
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Create a strategy from scratch by clicking clicking the Add buttonImage Modifiedin the lower-right corner, or start from an existing strategy by clicking the Copy icon Image Modified. Info |
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Hover on the existing strategy row to view the Copy icon. |
- In the General
Tab- tab, specify the name and dialing sequence by using the Add button Image Modified.
- Click the Ok button Image Modified.
In the Outcome Tab tab, you can specify the following fields: Info |
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The dialing behavior of a Strategy is |
set Outcomes attempt may 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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| 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.
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Category: The - All Requeueable Results: The previously default LiveVox strategy view of all commonly used outcomes.
- All LiveVox Results: Every possible agent or system assigned outcome.
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- Category: The overall group in which the outcome resides. View
all of a Category - the entire category by selecting the category from the far left column hierarchy.
- Result:
The - The LiveVox Result name for the contact outcome (
may - 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 see - that appear on your site's default service.
Sequence: Indicates - Indicates that the next number in the sequence will be dialed if this outcome is reached.
Round: If - If another round of dialing occurs for the sequence, the amount of time
delayed - to wait before beginning.
Round: The - The maximum number of attempts during a campaign for a number reaching this outcome. If the last outcome for a
Sequence - sequence has Max Rounds of 1,
will restart - the sequence restarts at the beginning.
Requeue
: Requeue Looks Click
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| There are three views selectable next to 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.
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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.
- Click the
- Save button Image Modified .
- Click the Save buttonImage Modified.
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Controlling which services can apply to a strategy simplifies campaign assignment and helps with compliance. You can restrict access to a strategy by navigating to Configure > Service > Client > Settings. |
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title | Adjusting Strategies |
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Double-click the specific strategy row to modify settings aside from any of the settings except for the system-assigned ID. After making a change click click the Save button . Expand |
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title | Modify General Tab Attributes |
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| ID: Cannot be adjusted - Name: Enter Enter the new identifying name to be applied for this strategy.
- Dialing Sequence: You can modify the existing dialing sequence by sequence using following options.
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title | Modify Outcomes Tab Attributes |
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| Select the Filter By option option to show more outcomes or all outcomes. After adjusting, click 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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| The Change History tab tracks and displays the changes made to the strategy. |
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title | Restricting Access to Strategy |
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| Controlling which services can apply a strategy simplifies campaign assignment, helps with compliance, and allows dealing better with distinct books of business. When enabled (Configure > Client/Service > Client), to restrict access to a strategy: | - Select Assign CallCenter/Service.
- Check all services which should have access.
- Select OK.
- Click Save.
User Access Notice: Sysadmins, Superusers, and Managers (with limited restrictions) have the ability to define which Strategies can be applied to certain services from the Strategies Manager.
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- Hover on the strategy row to view the Delete iconImage Added.
- Click Delete icon
- Select the strategy from your Strategy drop-down.
- Click the Delete button from the bottom right.
- Confirm your selection .
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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- by clicking Yes button Image Added .
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