Creating a Script Based on a Dialler List

If you intend to have Agents make calls and record responses based on a list of contacts, you can automatically generate a script based on an outdialler campaign list. This script can then be used by Agents via a list-based outdialler widget.

See also: Associating a Script with a Dialler List.

You will need to have created the outdialler campaign list, including fields for each of the script questions you want Agents to ask.

If you add new fields to the list later, you can manually add corresponding script items, and use the List Field setting to link each script item with the new field it represents.

Implementation

  1. Access the Lists of Customer Data page for the intended Customer.

    1. Access the resources page for the intended Customer.

      1. Access the details page for the intended Customer.

        1. Type the Customer’s name into the search field at the top of any page.
        2. Click the intended Customer in the search results. This opens the Customer Details page.
      1. Select the Customer Resources tab.
    1. Click the Lists of Customer Data hyperlink.
  1. Select the Scripts tab.
  2. Use the drop-down to select the intended outdialler list, and click Update. The page will now show any existing scripts already based on the chosen list.
  3. Select an appropriate price list to use for the script.
  4. Click Create a New Script Based on this List. The page will refresh, and the name of the new script will appear.
  5. If you want to view or edit the new script, click its Edit Script hyperlink.

Further Reading