Automation with Rules

In Dialer, rules are executed for a campaign based on changes in statistics, time, or events. Rules are a powerful method for automating the management of Dialer.

As a best practice, if your team manually changes a campaign setting at different times of the day based on time, circumstance, or event (e.g. call list recycling), consider automating that change. Automation reduces effort and enhances consistency. Examples of rules-based automation include:

• Changing the dialing mode to Power when there are fewer than 15 active agents on the campaign. The companion rule to this changes the dialing mode to Predictive when there are more than 15 active agents.

• Modifying the sort or filter criteria on a campaign based on time of day.

• Recycling a list automatically at specific times in the day.

• Turn off maximum recycles for a campaign, and use a rule instead, to automatically stop the campaign and start another one after a desired number of successful calls.