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The Settings tab contains the following fields.

SectionFieldDescription
General Settings


Contact TimingDefault campaign dialing restriction, also known as the dialing regime.
Dialing Sort

The method of deciding the sequence in which the numbers in a campaign are contacted.

This field contains the following options.

OptionDescription

Consecutive

Uses the order in which the contact records in a campaign are loaded.
Contact name

Orders the numbers by time zones, followed by the first name of the customer, and then dials numbers in alphabetical order (that is, from A to Z).

This option is not available if the service type is 10DMT or HCI.

Default

Orders the numbers by attempts (lowest first), followed by the start time of the area code (that is, Eastern Time, followed by Central Time, Mountain Time, Pacific Time, and so on), and then the order in which the contact records were loaded.
Inverted consecutiveUses the reverse of the order in which the contact records in a campaign are loaded (that is, from the last record to the first record).

Midpoint consecutive

Starts dialing from the midpoint of the list in the campaign file toward the bottom of the list, followed by the top of the list until the midpoint.

Example

If a campaign file contains 10 records, dialing begins from the sixth record through the tenth record, followed by the first record through the fifth record, where the dialing ends.

Contact name - no area codeUses the Contact name sequence, except that the time zone sorting is ignored.
Campaign round robin

Sorts the inventory by a contact record's relative position in a campaign, followed by the campaign ID.

This sequence proportionately uses the contact records across all active campaigns (that is, campaigns that are playing). Within each campaign, the sequence of the record is maintained based on the order in which the record appeared in the original input file.

  • The Contact Timing setting overrides the Dialing Sort setting.
  • Only the following Dialing Sort settings support dialing multiple campaigns simultaneously:
    • Default
    • Contact name
    • Contact name - no area code
    • Campaign round robin
Cycle Sort DailyCycles through the account sequencing (dialing sort) methods on a daily basis.
Is Cross RequeueableA selected checkbox indicates that the campaigns associated with the service can be requeued to other services within the same call center.
Agent DesktopVolume Control EnabledA selected checkbox indicates that agents can increase or decrease the volume of the microphone and mute the microphone.
ACD Scheduled Callback PH ReadonlyA selected checkbox indicates that agents cannot modify the phone number when scheduling a callback
ACD Scheduled Callback

Contains the following options to indicate the conditions for a scheduled callback:

  • 0: Scheduled callback is disabled.
  • 1: Routes a scheduled callback to the pool of agents assigned to a service
  • 2: Routes a scheduled callback to the agent who scheduled the callback; if that agent is not available, the callback is routed to the pool of agents assigned to the service.
  • 3: Routes a scheduled callback only to the agent who scheduled the callback. 
ACD PTP EnabledA selected checkbox indicates that agents are prompted to specify the amount in the U.S. dollar if an appropriate Promise to Pay termination code is selected.
Agent Desktop

Specifies the Agent Desktop that is assigned to the service.

If you do not select a value in this field, your client-level or call center-level ACD Agent Desktop is assigned to the service.

Call Acceptance EnabledA selected checkbox indicates that agents are required to accept calls.
Default Agent PhonebookSpecifies the phonebook assigned to the service.
Call Acceptance Timeout (Sec)

Specifies the number of seconds that an agent can wait before accepting a call.

This value is applicable only if you have selected the Call Acceptance Enabled checkbox.


Secure Credit Card Capture Message

Specifies the interactive voice response (IVR) message for payment associated with credit cards. 

  • Select a value in this field only if the value in the Secure Credit Card Capture Mode field is Basic or Advanced.
  • To view a message, select the message in the field, and then click the ellipsis next to the field.
Secure Credit Card Capture Mode

Contains the following options to present the payment options for a credit card:

  • Disabled: Indicates that no option for payment is available on the Agent Desktop.
  • Basic: Indicates that an option for payment is available through the IVR and that the payment information is available on the Agent Desktop
  • Advanced: Indicates that an option for payment is available through the IVR; however, payment information is neither available on the Agent Desktop nor stored within the call recording. This option supports integration (through Contact Flow) with web service payment gateways through which agents can process various payment transactions (for example, one-time payment, recurring payments, or future payments).
Secure Check Capture Message

Specifies the interactive voice response (IVR) message for payment associated with checks.

  • Select a value in this field only if the value in the Secure Check Capture Mode field is Basic or Advanced.
  • To view a message, select the message in the field, and then click the ellipsis next to the field.

 

Secure Check Capture Mode

Contains the following options to present the payment options for a check:

  • Disabled: Indicates that no option for payment is available on the Agent Desktop.
  • Basic: Indicates that an option for payment is available through the IVR and that the payment information is available on the Agent Desktop
  • Advanced: Indicates that an option for payment is available through the IVR; however, payment information is neither available on the Agent Desktop nor stored within the call recording. This option supports integration (through the Contact Flow) with web service payment gateways through which agents can process various payment transactions (for example, one-time payment, recurring payments, or future payments).
Priority Escalation Threshold (Sec)

Indicates the time period, in seconds, by which a call receives the maximum priority (1).

  • A transaction must linearly increase from its initial priority to the maximum priority over the specified time period.
  • A decimal value in this field is rounded off to the next integer.

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Account Real-Time DNCA selected checkbox indicates that Do Not Call (DNC) or Do Not Dial (DND) checks are enabled on manual services.
Show HCI NumbersA selected checkbox indicates that the Human Call Initiator (HCI) numbers are displayed to the clicker agent.
Manual Dial Allowed

A selected checkbox indicates that agents can manually dial numbers or click contacts (on the contact widget) to contact numbers.

To configure international manual dialing for your target country, contact Client Services.

Voice Compliance Enabled
  • A selected checkbox indicates that the calls initiated by agents comply with the policies in the profile assigned to the service and agents must re-enter the 10-digit phone number on the contact widget before dialing the number.
  • A cleared checkbox indicates that agents can initiate calls regardless of the profiles assigned to the service. This status is utilized for manual services that allow international calls to be made outside the default contact window of 08:00-21:00 local time.
SMS Compliance Enabled
  • A selected checkbox indicates that the SMS messages sent by agents comply with the policies in the profile assigned to the service. 
  • A cleared checkbox indicates that agents can send SMS messages regardless of the profiles assigned to the service.
Retention SettingsDays to Move Inactive Messages Back to Group Inbox

Specifies the duration for which you want to retain the unresolved email and SMS messages in the personal inbox of agents before the messages are moved to the group inbox. This field contains the value 1 by default. You can, however, change the value. The maximum value that you can select in this field is 14.

For a given email or SMS thread, this value is reset when any of the following events occur on the thread:

  • An agent replies
  • A message is received
  • An agent marks a message unread or read
Include Weekends

This checkbox is cleared by default. If you want to include weekends in the duration specified in the Days to Move Inactive Messages Back to Group Inbox field, select the checkbox.

Contact Rules





Contact Max Attempts Per Day

Sets the maximum number of outbound dialing attempts to any phone number associated with an account per day. The default value is zero. If null, the client level setting is applied.

Contact Max Phone Attempts Per Day

Sets the maximum number of times an Account+Phone can be attempted per day. The Account Management functionality must be enabled for your site for this setting to take effect. The default is zero. If null, the client level setting is applied.

Contact Max Attempts LifetimeTotal amount of times a unique Account can be attempted.
Contact Max Phone Attempts LifetimeTotal amount of times a unique Account+ Phone combo can be attempted.
Dialing ProfileDetermines the Hours/State/Days/Area Codes to dial from your Profile editor.
Zip Area Mismatch

Enables the logic under which account zip code is compared to an area code and dialing is based on the rules set within the logic and the option chosen

  • Off: This feature is used to turn off the zip area mismatch feature.  
  • Dial-Time: Often referred to as Standard zip/area code mismatch
    • If the area code and zip code for a record do not correspond to each other (that is, a mismatch), then the safe hour rule (11:00-21:00 ET) will apply and the mismatched records will be dialed during this window. 
  • Dial-Time Optimized: Often referred to as Optimized zip/area code mismatch
    • If the area code and zip code for a record do not correspond to each other but fall into the same time zone, the system will respect that time zone’s dialing hours. If the area code and zip code for a record do not have the same time zone, the safe hour rule (11:00-21:00 ET) will apply and the mismatched records will be dialed during this window.
  • Dial-Time Overlay: Enhanced zip area mismatch coverage to include all time zones between Atlantic (GMT-4) and American Samoa (GMT-11).  
    • Start and End time for mismatch scenarios is dynamically set where the Start Time is based on the Westernmost open hours and the End Time is based on the Easternmost closed hours.
DNC Contact Group

Associates Contact Group with a service, during dial-time. The phone numbers associated with Contact Group will be restricted. The creation and association of Contact Groups are controlled in Contacts manager and DNC editor respectively. If DNC Contact Group option is selected as All, the phone number will be scrubbed for any calls launched for the Client.

DNC Contact Group option is applicable to the Dial-Time Phone DNC only. 

Email Opt-In Message

Select the email Opt-In message from the drop-down list. This selected message is used when the email campaign is launched for the service.

SMS Opt-In Message

Select the SMS Opt-In message from the drop-down list. This selected message is used when the SMS campaign is launched for the service. Available LV-standard contact flows are SMS Blast, SMS UAD Opt-In, and SMS UAD Widget.

Email Consent RequiredWhen selected, the email consent is required from the customer, before email communication done on the service.
SMS Consent Required

When selected, the SMS consent is required from the customer, before SMS communication done on the service.

  • Email or SMS Opt-In messages are created from Message editor.
  • Email or SMS Opt-In messages can be sent regardless of the configuration of Email Consent Required and SMS Consent Required options.
  • Email or SMS Opt-In messages can be sent even if suppression list has the entries.
Inbound Email message

Selects the inbound message template for inbound emails.

Inbound SMS message

Selects the inbound message template for inbound SMSes.

Inbound Chat messageSelects the inbound message template for inbound chats.
Inbound Messaging Message

Message template for inbound WhatsApp messages.

The WhatsApp feature is currently in the Beta phase of development.


KPI Settings Service Level SecondsSpecified number of seconds an inbound call must be answered within by an agent to be in SLA compliance (on Dashboards and Inbound Service Efficiency report this setting is the Service Level setting)
Service Level FormulaService Level Formula used as default. Details for each formula are available via link next to this field
DefaultsVoice IDDefault voice talent for campaigns assigned to the service
AM Option
  • Default answering machine detection setting for the service
    • Leave Messages - Detects answering machines and leaves a message.
    • Transfer all Connections - Answering machine detection is off. Passes all connections to agents.
    • Don't Leave Messages - If an answering machine is detected no message is left and the call is disconnected.
Scrub 
  • Allows you to scrub all wireless phone numbers, all landline numbers, or segment wireless phone numbers from a campaign file during build time. Select the required option from the drop-down menu and the available options are as given below:
    • None (0): This is the default option and if selected no scrub occurs.
    • Wireless (1): Scrubs all wireless phone numbers so that all landline numbers can be dialed.
    • Landline (2): Scrubs all landline numbers so that all wireless phone numbers can be dialed.

    • Segment Wireless (3): Scrubs all wireless phone numbers from positions 1-15 and place them starting at position 16.

      If the scrub option is selected as Select One (Null) for the particular service, then the client level Scrub option will be auto-populated for that particular service when manually loading the campaign.

Call RecordingCall Recording EnabledWhen checked, all conversations with an agent logged into the LiveVox ACD are recorded.
Call Recording BitrateRefers to the audio resolution (kilo bits per second). Available options: 16, 32, 64. The default setting is 16-bit. 32-bit and 64-bit can be selected if required for Speech Analytics integration.
Record External TransfersExternal transfers are defined as any transfer to a 10-digit number. When checked, LiveVox will continue recording call transferred to an external party until the call is terminated. If NOT checked, LiveVox will end call recording when a call is transferred to an external party.
Days Of CallRecordings

This is a view-only setting.  If it shows to be set to Select One, then the service will respect the client level Days of CallRecording configuration.

Advanced FeaturesLeave No MessagesAllows predictive campaigns to default to disconnect upon answering machine detection.
Append Campaigns Report at End of DayReports campaigns at the end of the day. When disabled, campaigns report when out of disabled records which would prevent records from being appended from that point when the Campaign is stopped. (The add/append records to active campaigns functionality requires the use of Campaign API. Please contact LiveVox Client Services, if questions.)
Caller ID Source ID

  • Determines what default value is used as the pulsed Caller ID for the service.

    • FIXED: Using one of the service’s static options from the Phones tab
    • LOCAL CALLER ID: Using the local caller ID package assigned
    • FILE BASED CALLER ID: Using a certain value assigned to the individual account in the input file
    • SUBCLIENT CALLER ID: Using a number from one of the service’s “practices"
    • ROUND ROBIN CALLER ID: Using the longest unused Caller ID from the CID package assigned to the latest uploaded campaign.


Operator Phone Source ID

Determines the default number source used when bridging whisper agents. Defines the default CID of Manual dials. See drop-down options in the Caller ID Source ID definition.

Callback Phone Source IDDetermines where the default phone number left in messaging comes from. See drop-down options in the Caller ID Source ID definition.
Chat Routing Token

Unique identifier that routes incoming chat to a service.

Shadow Audio Packages

Allows association at the service level to the configured real-time audio stream package. Select the desired package from the drop-down (will be available only if 3rd party speech analytics is configured).

  • Shadow Audio Package (Real-Time Audio Stream package) allows integration with 3rd party speech analytics providers such as Castel, Call Miner, and NICE.
  • Contact Client Services to enable and configure Shadow Audio Packages.
  • If the Shadow Audio Packages is set to Select One for the particular service, then the client level Shadow Audio Package will be applied for the service.
Inbound SMS Code

Short-code SMS number or the long-code SMS number for routing inbound SMS messages that are not triggered by an outbound SMS message to the service. If the service is used for WhatsApp, the value in the field indicates the WhatsApp number for routing inbound WhatsApp messages.

Email SettingsIB Email Domain

Unique email address for routing inbound emails to the service.

You do not need to create separate domains for each inbound email inbox because inbound emails are routed to services based on email addresses instead of domains. Multiple services can share the same domain in the email addresses, which are used as routing tokens.