You can use the Rules tab to create, manage, and export Attempt Supervisor rules. These rules enable you to set the number of contact attempts to an account or a number. After you reach the set number of attempts, the Attempt Supervisor applies a block that prevents any further contact attempts.  After the block expires, you can attempt to contact the customer. The Attempt Supervisor applies the call block by adding a DNC or DND record on the LiveVox Portal.

Creating Rules

  1. Go to Configure > Contacts > Attempt Supervisor.
  2. On the Rules tab, click the button. The Rule Editor window appears.
  3. In the Rule Editor window, provide rule details.

  4. Update the fields to create a rule.

    See Defining Rules topic for information about each field in the Rules tab.

The following topics provide additional information about creating and using Attempt Supervisor rules: