The call lists that have been uploaded from the My Lists tab or from Cadence will be displayed in the My Session workspace.
Below you can find the list of columns available in this section:
Record Number. | |
Call A warning message below will be displayed to ensure proceed with records that are flagged for Do Not Call and Do Not Call Until. Click Yes to select all records including records flagged for ‘Do Not Call’ and ‘Do Not Call Until’ or click Cancel to cancel the process. Hovering over each record allows you to select and deselect each record individually. If needed, you can perform either of the following actions:
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The following icons will be displayed for the records under the Call column:
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Priority – Select how often you would like the Prospect to be called during the session. By default, the Priority will be ‘1’. If needed, you can change the priority by clicking the increment/decrement icons |
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Parking Lot User Users can raise a request to the administrator to remove the parked contact/prospect from the Parking Lot. Please refer to the article How does a user delete the Parked records? for detailed information. Admin Admins can remove the parked contact/prospect from the Parking Lot instantly by clicking the Remove from parking lot button. A confirmation message below will be displayed. Click OK to remove the prospect being parked. After successful removal, the message shown below will be displayed. Click OK. |
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View Notes NOTE: This will only work for Koncert sites integrated with a CRM. |
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Send Email NOTE: This icon will only be available for Koncert sites integrated with Salesforce CRM. |
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CRM |
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LinkedIn NOTE: The LinkedIn |
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Account Name, Contact Name, Phone, and Title (example) – Here you will see the data you have chosen to be shown here from the Customize Columns section in the Settings tab. |
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Remove from this session – Choose the prospects that you wish to remove from the current dialing session by clicking the checkbox to the left of the prospect and click on the Remove from this session button. A success message will appear after the selected prospects have been removed successfully from the current session. |
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Do not call until – Choose the prospect(s) that you do not wish to call until a certain date and click on the A success message will appear after choosing a future date to call the prospect(s). The Do not call until icon No calls will be initiated to the prospect(s) until the date selected. An alert message below will be displayed when clicking the Do not call icon Click Yes to remove the contact from the Do not Call status or click Cancel to cancel the process. |
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Do not call – Choose the prospects that you wish to flag Do not Call by clicking the checkbox to the left of the prospect and click on the Do not call button. Prospects marked as do not call are prevented from being dialed. A success message will appear after the selected prospects have been marked as Do not call. The Do not call icon Calls will not be initiated to the prospects that are marked as do not call, until you manually remove them individually. An alert message below will be displayed when clicking the Do not call icon Click Yes to remove the contact from the Do not Call status or click Cancel to cancel the process. |
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After the dialing session has been started, artificial intelligence automatically identifies the nature of the voice in the call and takes the appropriate action.
- If there is a trace of a human voice on the Call, AI Dialer will transfer the call to the Sales Rep without any delay.
- In the case of Voicemail, AI Dialer will automatically send the selected VM and hang up the call with an appropriate Call Disposition.
- In the case of IVR, AI Dialer will automatically hang up the call with an appropriate Call Disposition.
- Once the dialing session begins, the Call State column will appear with the following icons for the completed calls. Hovering over each icon will display the tooltip with information about it.
Call in-progress
Call Completed
Call transferred to Sales Rep
Call Control Taken
Live conversation with Sales Rep
Call hanged-up
Detection of Voicemail on the call, and a VM has been sent to the prospect
Detection of IVR on the call, and the call has been hanged-up
NOTE: The Call State column can be enabled or disabled according to the settings in the Administration » Org Level Settings tab » Edit Org Settings window » Enable Visual Call Navigation (AI Dialers) dropdown.
- Select Yes to make available the checkbox option Enable Visual Call Navigation by AI under the Settings » General tab » AI Flow Dialer and AI Parallel Dialer sections.
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- Select No to hide the option from view.
Also, the dialing information such as the number of Dials made, Total Time and Hold Time of the session being progressed will appear on the top of the Koncert portal.
Please contact Koncert Support for any questions at support@koncert.com or 603-952-2505.
NOTE: The information provided here is for informational purposes only and should not be considered as a legal advice. Please consult your legal counsel regarding compliance with relevant laws.