Dynamically change SIP Trunk based on Area Code dialed

Hello Voicent, I run a debt collection organization and currently collect debt from 5 states. I would like a dialer that offers the ability to dynamically change the Caller ID on an outbound phone call to try and match the area code of the number you are dialing, does Voicent software support this? If they do, how does it work and what will it require from me?

Voicent’s Call Center Manager with Rules Engine is an extremely powerful tool part of the Predictive Suite. The Call Center Manager is the tool that will let you:

  1. Track your agents progress, statistical reports of agents events, and real time reporting.
  2. Track your campaign progress, statistical reports of campaign events, and real time campaign reporting.
  3. Real time tracking of your Line usage, Agent Status, and Dropped Call Ratio.
  4. Real time whisper coaching
  5. Define easy rules to route outbound calls to specific agents, or dynamically change outbound caller ID based on the number you are calling

An example of this within Call Center Manager with Rules Engine:

  1. Step 1: Open Call Center Manager
  2. Step 2: Navigate to the top left, and select “Manage”
  3. Step 3: Under “Rules Engine” select “Set Line Usage Rules”
  4. Step 4: Select “Add…” to add a new rule
  5. Step 5: Give it a Rule name, and use the code below as an example to build yours

For the “This rule applies to calls that satisfy the following condition” use:

(__Call__.Phone.length() == 10 && __Call__.Phone.substring(0,3) == '408') || (__Call__.Phone.length() == 11 && __Call__.Phone.substring(1,4) == '408')

For the “Apply to lines that satisfies the following condition” use:

__Line__.Number == 1

Above, the __Call__.Phone.Length() will let you check to see the length of the phone number you are calling, if it does not have the country code, like “1″ for example being United States & Canada, you will need to check a 10 digit number. We check 11 digit and 10 digit numbers for this example.

The __Call__.Phone.substring(0,3) is going to check the first 3 digits of the phone number, so a number without a country code(10 digits) would have its first 3 digits be the area code.

__Call__.Phone.substring(1,4) will skip the first number on the phone number and check the 2nd, 3rd, and 4th number on the number that you are dialing.

Use substring(0, 3) as the leading 1 country code is not always used.

After the system matches those, we will tell it to use our 1st phone line which has a caller ID originating from the ’408′ area, by saying:

__Line__.Number == 1

More information on the rules engine can be found here along with documented syntax:

http://voicent.com/predictive-dialer/blog/index.php/call-center-software/378/call-center-manager-rules-engine

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Setup Predictive Dialer with ZohoCRM Screen Popup

Our CRM is Zoho CRM and all the departments in the company use it to update lead information as the lead traverses through our business process. We have a collections department that is tasked with calling our defaulted clients. Each collection agent is tasked with a few of his own records. I’d like to see if we can use your predictive dialer to integrate with our Asterisk PBX (Currently Elastix, but migrating to PBX-in-a-flash in the near future) to make it easy for us to call each collection agents clients. Integrate it in such a way that the popup shows Zoho CRM info. Please let me know if this is possible.

Yes, this is possible and easy to do. Here are the steps:

1. To integrate with your Asterisk PBX system, simply configure a set of SIP extensions for your predictive dialing campaign. Configure Voicent software to use these extensions. For details, please see: Setup Asterisk for Voicent Software.

2. To show Zoho CRM page for screen popup. Do the following:

  • Export your call list from Zoho CRM and make sure to export the customer ID in addition to name and phone number.
  • Import your call list to Voicent Agent Dialer (Predictive Dialer). Set the column name for Zoho CRM customer ID as, for example, zid.
  • Open Voicent Gateway, select Setup > Options > Call Transfer Tab > Screen Popup… button. Unselect Enable Default CRM Screen Popup, then enter the URL for Zoho CRM customer info page in the box below. For example, you can use the following parameterized URL:
    https://crm.zoho.com/crm/ShowEntityInfo.do?id=${zid}&module=Leads&isload=true
    CRM screen popup URL

How does the parameterized URL work?

When a predictive call is made by Voicent Agent Dialer, and it is connected to an agent, it sends all the related info to the Agent Desktop software. At the time of the connection, any parameter, which is enclosed in ${..}, is automatically replaced by the actual value. In this case, it is replaced by the actual Zoho CRM customer ID. This new URL is then used for the screen popup.


Click the image to see a larger picture.

You can use the same method for campaign script.

Posted in Call Center Software, Predictive Dialer |

Route Inbound Caller Based On Dialed DID Number

Hi, i have 20 inbound trunks, each with a separate DID, I want to route my caller somewhere based on the DID number they called. Can Voicent help me with this?

Voicent provides an Interactive Voice Response(IVR) system, designed to handle almost all inbound needs. The IVR Studio can be be built to have conditional statements like so:

__VG__CALLED_DID_NUMBER__ == '14089161800'

__VG__CALLED_DID_NUMBER__ is a Voicent variable, allowing you to utilize the DID number anywhere in the IVR Studio software.

Below is a picture representing call flow based on the DID number someone dialed.

Inbound DID Condition

Posted in Predictive Dialer |