FAQs in this section
How do I set up an inbound campaign in Ozonetel CCaaS?
Follow these steps to set up the inbound campaign:
- Log in to the CloudAgent homepage.
- Go to the Campaigns tab from the left panel of the screen. The Campaigns page opens.
- Select Inbound Campaigns.
- Click Create Campaign. A Create Inbound Campaign page opens.
- Enter or select the following information in the Settings tab:
- Campaign Name: Enter a unique name for your inbound campaign.
- Campaign Type: Select Inbound from the drop-down list.
- DID: Enter the Direct Inward Dialing number for the campaign.
- Sub Admin Assigned: Assign a sub-admin user to manage the campaign.
- Fallback DID: Provide a backup number to route calls when the primary DID is unavailable.
- Click Next.
- Enter or select the following in the General Information tab:
- URL to Push: Paste the copied status_callback URL (copied from Vtiger CRM) in the Callback URL field under System Settings.
- Hit ScreenPop URL at: Paste the copied incoming_callback URL (copied from Vtiger CRM) and add &CallerID= at the end of the URL.
- Call Prefix: Enter any dialing prefix required for outbound calls.
- ScreenPop URL: Provide the URL used to display caller information in Vtiger.
- Disposition Type: Choose how agents will record call outcomes.
- Dispositions: Add possible outcomes for calls (e.g., Interested, Callback, Not Reachable).
- Wrap-up Time: Set the duration given to agents after a call ends for notes or updates.
- Block Number: Enable this to block specific incoming numbers if needed.
- IVR Flow: Select the IVR flow linked with this campaign.
- Enable or disable Campaign Settings as per your requirements.
- Enter or select the following in the Music Files section:
- On Hold: Select the audio file to play when the caller is on hold.
- On Transfer: Select the audio file to play while transferring a call.
- Click Next.
- In the Skills tab, choose the relevant skills for your campaign from the drop-down list.
- Click Next.
- In the Scripts tab, enter the campaign script that agents will use during customer interactions.
- Click Save to complete the setup.
Once you have saved the changes, a confirmation message will appear indicating that your outbound campaign has been successfully configured. To edit a campaign, select it from the list of campaigns and make the necessary changes.