Page Comparison

The Contact Management module is available in the xCALLY Gold and Platinum Plan and it is composed by three sections (in the Administrator web interface): Contact List, Contact Custom Fields, Triggers.

The Administrator can:

- create and manage the Contact Lists;

- create and manage the Contacts, with the possibility to add Custom fields, in order to save useful information about the customers, according to specific needs;

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- associate the Agents with the Contact List;

- create Triggers, useful to set on which Queue or on which Outbound route the Contact Management module is enabled.

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In order to see the Contact Management module behaviour, you have to follow these steps:
- create a Contact List;
- enable the Agents to access to the Contact Management Module and to the created Contact List;
- create a Trigger on the Queue of interest and/or enable the Outbound Trigger for all the outbound calls related to a specified outbound route.