Launching Dialing Session

This article will walkthrough an agent opening a previously made/assigned list, and launching a dialing session.

• To launch a list, select the Launch button as shown below

• Insert the necessary launch settings
• You’ll then see your list loaded into a dialing session. Prior to starting, here are some helpful items to point out:
  
• Select Start Calls to begin dialing

1. My Lists: shows the current list being called (highlighted in blue) and other lists that are assigned to the agent
2. Start Calls: select this button to begin a dialing session 
3. Next: skips to the next record
4. Finish: ends the agent’s dialing session and brings you back to the AutoReach My Lists homepage
5. Session Status: identifies the current state of the dialing session
6. AutoTab: if enabled, AutoReach will automatically screen pop an external URL of your choice (ex CRM, ERP, etc.) This feature allows your agents to receive contextual information about a call record which helps them be prepared for each conversation.
7. Delay Slider: allows you to input a lag prior to each phone call. This can be useful when used in conjunction withAutoTab so that agents have ample time to review their screen pop or finish outstanding aftercall tasks
8. Rearrange Slider: if this is function is enabled underAccount Settings,  an agent has ability to click this icon and drag the record to another place in the list
9. View External URL: will open the external URL that is associated with a record in a separate tab. If an agent decides not to use AutoTab, this will be another alternative to manually view contextual information via a screenpop
10. Actions: open up the ellipsis to view the following actions:
    

• • Schedule/Manage callback: allows you to create a future call task (with notes) if a callee asks your agent to call them back at a later date/time

When the time for the callback arrives, the scheduled callback will appear as the next record in your current dialing session:

Additionally, the user will also receive an email notification regarding the scheduled callback.

• • Remove from list has the following options:
    • Just this call down or task
    • All call downs (or tasks) of this list
    • All lists 
  • Skip call: passes on the existing record and moves onto the next 
  • Add to do not call list: adds the record into the AutoReach DNC list and prevents it from being called again
  • Start calls here: if agents are allowed to reorder lists, they can indicate where in the list they’d like to begin