In the real-time environment, you can monitor agents and queue campaigns in real-time.
You can find Realtime section under the XCALLY Motion Bull menu:
Click on one of the following Tab to open the related view:
Agents
You can monitor Agents at work and change their status on the fly, according to your organization needs:
2️⃣ Create an Interval
Section Tools → Intervals
Define when your Queue Campaign will run.
The time interval defines the time and day during which the dialer is allowed to perform outbound calls. You can create multiple sub-intervals to manage calls on different time, day or month intervals (Time intervals will work only if they are in the range defined as Global Interval of the Campaign).
Clicking on 3 dots of a created interval you can Edit Interval defining time range:
3️⃣ Create a List and Upload Contacts
Section Contacts Manager → Listto create a List
Section Contacts Manager → Contacts to Update Contacts
Upload your Contacts: the Dialer will call them and route the call to your Agents automatically.
So you have to create list and Update contacts. This would be the list of contacts to use in the queue campaign for the dialer to call. You can:
Add a single contact indicating contact data (first and last name, phone, mail…) and selecting list
import contacts from a file
update existing contacts
You can add multiple contact lists to a queue campaign and you can also create a list containing the numbers you do not want to call (in this case we call it blacklist).
4️⃣ Create Agents and Teams
Section Staff → Agents
Section Staff → Teams
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You can quickly create a new Agent that will manage calls using the XCALLY Phonebar.
In Staff section you can also create teams, which will manage the queue campaign. 5️⃣ Create a Queue Campaign
Section Motion Bull → Queue Campaigns → +
You can create any number of queue campaigns that run simultaneously using the + Add button and choose the queue campaign general parameters:
Name: the name of the campaign
Active Flag: Activate or Deactivate the Queue Campaign
Trunk created before
Time Interval created before
Check Duplicate: Choose among "Always", "Never" or "Only if Open"
Dialing Method (Progressive, Power, Predictive, Preview, Booked Progressive). Explore documentation here to find out the differences between these methods.
Parameters depending on the chosen dialing method (e.g. max concurrent calls, queue timeout, agent timeout…). Explore documentation here to find out more
And click on ADD QUEUE CAMPAIGN
Once the Queue Campaign is added, you need to edit it in order to configure its features:
selecting 3 dots of the specific Queue Campaign  | clicking Edit Campaign and using the buttons on the top bar  |
In fact you can:
Edit Campaign (explore documentation here)
Clone Queue Campaign
Add List (see step 6️⃣ )
Add Blacklist (see step 7️⃣ )
Add Team - Add Agent (see step 8️⃣ )
6️⃣ Add List to Queue Campaign
Section Motion Bull → Queue Campaigns → 3 dots menu → Add List
Associate your List of Contacts to the Queue Campaign.
In fact you need to add an already existing list of contacts to be used in the queue campaign for the dialer to call (also multiple contact lists).When you add a list in a queue campaign, all contacts in the list are placed in the Hopper and will be called by the dialer.
If you remove a list from a campaign and add it again:
only open contacts are placed in the Hopper and will be dialed by the dialer.
closed contacts (contacts that are already in the Hopper Final) will not be placed in the Hopper and will not be dialed by the dialer.
7️⃣ Add Blacklist to Queue Campaign (optional)
Section Motion Bull → Queue Campaigns → 3 dots menu → Add Blacklist
Avoid to call your blacklisted Contacts (if any).
If you have list of contacts you want to exclude from the queue campaign, you can add it as blacklist and the dialer will skip these contacts during the automatic dialing. The (black)List must be already available.You can add multiple blacklists for a queue campaign and use different blacklists for different queue campaigns.
8️⃣ Add Agents/Teams to Queue Campaign
Section Motion Bull → Queue Campaigns → 3 dots menu → Add Team/Add Agent
Associate your created Agents and/or Teams of Agents to the Queue Campaign, so they can manage the calls originated by the Dialer.
There must be at least one available agent in the queue for the dialer to start placing calls. Hence you must add agents in the queue campaign that will connect and manage contacts. You can add one agent at a time or add them all in a Team (group of agents).
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You must configure a trigger if you want to display contact’s detailed information to the agent connected to the contact. |
9️⃣ Start the Queue Campaign
Section Motion Bull → Queue Campaigns → Edit → Settings
Remember go to under the General Settings Queue Campaign and enable the "Active" switch.
The Dialer will now ready to start and originate calls, routing them to Agents according to the chosen Dialing Method.
1️⃣ 0️⃣ Monitor the Queue Campaign
Section Motion Bull → Realtime
Motion Bull → Queue Campaigns → Edit
You can check Campaign progress:
exploring results in realtime (read here documentation about Realtime View)
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viewing queue campaign logs in Edit section from Hopper/History/Final (Read here documentation about that)
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Troubleshooting
If the dialer does not start making calls, please make sure:
The queue campaign is Active
The global interval of the campaign is correct
The current time is within the time interval set
The time zone and the interval chosen for the campaign match
There are contacts in the list
There are available agent in the queue
.
The list shows, for all the agents currently logged in the system, general and per-channel activity information.
The list of Agents Activities can be searched or filtered by Agent Status or by Queue clicking on:
In Agents list you can see:
Name and internal number
Status, which can be:
IDLE if the Agent is currently not working on all the channels
BUSY if the Agent is currently working on one or more channels
PAUSE/DEFAULT PAUSE/LOGININPAUSE/CUSTOMPAUSE: if the Agent is in pause (one of the available types of pause or any Custom Pause defined in Tools: Pause)
ONHOLD if the Agent is currently on hold
Login Time: the time the Agent is logged in
Pause Time: the time the Agent is in Pause
Clicking on 3 dots menu you can:
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 | If the Agent is already in Pause you will see a different command menu with an End Pause command (you can also change the Pause type). |