Attempt Supervisor

The Attempt Supervisor, formerly known as the Phone Dial Attempt Supervisor (PDAS), enables you to set a limit for the maximum number of contact attempts to an account or a phone number, as part of the dialing compliance plan for a user.

The Attempt Supervisor feature provides configurable controls (rules) across voice, email, and Short Message Service (SMS) communication channels that cannot be overridden, eliminating the possibility of agent error. For example, by using Attempt Supervisor, you can make seven telephone calls in a seven-day period to a consumer about a particular debt, along with a seven-day hiatus after talking to the consumer about that debt.

Attempt Supervisor adds the call blocking feature to the LiveVox Portal (LVP) using existing Phone Do-Not-Contact (DNC)/ Do Not Dial (DND), Contact DND, and Contact+Phone DND flags. Changing the DNC, DND, and other flags without using Attempt Supervisor (for example, manually changing these flags) can cause the Attempt Supervisor rules to not work. For example, manually adding or removing call blocks can affect the Attempt Supervisor rule.

LiveVox provides the Trusted Partners model to manage the relationship between LiveVox clients. You can use this feature if you have multiple portals that use Attempt Supervisor. For more information, see Trusted Partners.

Attempt Supervisor Features 

You can use Attempt Supervisor to: 

• Set a limit for the maximum number of contact attempts.
• Search all the contact attempts for an account, phone number, clients, or specific date.
• Search for the number of contact attempts that have been made, and how many attempts are remaining for a specific account, a specific phone number, or an account-phone combination per specific rules.
• Search for all the active and expired contact blocks.

Benefits

The Attempt Supervisor feature provides the following benefits:

• Greater control over voice, email, and SMS outreach.
• Customizable, on-demand configurations.
• Maximize contacts in a proactive and compliant fashion.
• Align strategies with specific contact rules and regulations.

See the Examples of Rules topic to understand the scenarios in which you can use Attempt Supervisor.

For more information about PDAS 11 and 12, see PDAS Guide.

This section contains the following topics:

• .Attempt Supervisor vU17
• Understanding the Attempt Supervisor User Interface
• Understanding the Attempt Supervisor Workflow
• Rules Examples
• Rules
• Managing Rules
• Working with Attempt Supervisor
• Trusted Partners
• List of Attempt Supervisor Outcomes
• .Attempt Supervisor vLV19
• .Attempt Supervisor vFall23
• .Attempt Supervisor vSpring24