16.04.2024

How to Set Up an Auto-Dialing System?

We have expanded the filtering capabilities within the Oki-Toki dialer and prepared a useful note about managing the customer base.

How to Set Up an Auto-Dialing System?

Many companies often find themselves in need of returning part of their database for a follow-up call for certain reasons. We’ve enhanced the task filtering capabilities within the autodialer and have prepared a handy note on managing your customer base. I propose we discuss the most popular filtering methods, while you can familiarize yourself with the full range of features independently in the interface. Let’s get started! This article pertains to the Oki-Toki product – “Autodialer” Filters in Oki-Toki

Task Filters

  • Phone number. Using this filter, you can find all previously created tasks with the specified number in the current autodialer call. We input the phone number in the appropriate field and press display.
    • If you want to find tasks for several numbers at once, simply click the green button, the filter field will be duplicated and you will be able to specify the next value.
  • Added date. Knowing the date of database import, you can find all tasks loaded into the autodialer for the specified period. To do this, you must specify in the filter from and to (the top line is the start date; the bottom line is the end date).
  • Task Status. You can filter tasks by their status. “In Queue” (those that have not yet been contacted), “Cancel Task” (a task manually cancelled), “Success” (a task that ended with a successful call to the client) etc.
  • Scheduled Date. Similar to the date added filter, filter tasks by the planned call time.
  • Number of Attempts. There’s also an option to filter tasks by the number of attempts:
  • Time Zone. This filter will be applicable for companies working with a client base spread across different time zones.
  • Import Number. You can filter all tasks by a specific import number (Does not work with CRM import). Specify it and apply the filter.
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    Filter by import number in Oki-Toki

      • You can find out the import number by going: Project Resources/Data Import.

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      /ul>
      How to find out the import number in Oki-Toki

       

      Combining Filters

      For instance, we need to display:
      1. All import tasks that failed;
      2. All failed tasks that were scheduled for a specific date and time from a specific import.

      By combining different filters, you can find any task and put it back to work.

      Combining Oki-Toki filters

       

      Returning Found Tasks

      To do this, manually select All\On this page.
      The next step is to press “Actions” and “Open Again”. Confirm your action.

      Returning found tasks in Oki-Toki Returning found tasks in Oki-Toki

      Using filters, you simplify for yourself the search and management of the customer database. Returning tasks to work, completing tasks ahead of time or transferring – now this is more convenient and more like a CRM than just a list of numbers. If you have any questions after reading the article – tech support will help find answers to them!

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