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Assign a Stage Set to a Campaign

Stages help Dialer's pacing algorithm predict when agents will become available. A Stage Set has no effect until it is assigned to a predictive campaign. This procedure explains how to configure a campaign to use a stage set, so that Dialer can better predict when agents will become available, and better estimate when and how many calls to place.

To configure a campaign to dynamically reference a stage set:

  1. At the Home screen in Interaction Dialer Manager, click the Campaigns command. If using Interaction Administrator, expand the Interaction Dialer view and then select Campaigns.

  2. Select a Campaign in the top pane.

  3. Select the Automation tab on the Campaign Properties panel.

  4. Select a Stage Set from the Stage Sets drop list. If this list is empty, you must add a Stage Set first.

  5. Click Save to save changes.  From now on, as each agent progresses through the campaign script, stage transitions will be communicated to Interaction Dialer.  Each agent's average time in each stage is tracked. These times are used by the pacing algorithm to estimate the likelihood of an agent ending a call at any given time, thereby optimizing the likelihood of an accurate prediction.

    Each page of the campaign script should set a stage number that matches the number of a stage in the assigned Stage Set. Stage numbers in the script and the stage set must match in order for predictive calculations to work properly.