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If the Progressive Dialler feature is available for your account then you can configure progressive dialing.  Progressive dialing enhances the functionality of Connect by automating agent tasks.

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How do I configure progressive dialing features?

To configure progressive dialing, perform the following tasks:

How do I configure Connect to automatically set the disposition code for a call based on the call's outcome?

If enabled and configured for your account, when an agent ends a Connect call, Connect automatically sets the disposition code for the call based on the outcome of the call. To do so, Connect uses call-outcome to disposition-code mappings that exist in your org. If Connect cannot find a mapping for the call outcome, agents must manually set the disposition code as normal.

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If enabled and configured for your account, when an agent ends a Connect call, Connect can progress to the next call or record for the agent to handle, or to remain on the current record. Connect determines what to do next based on the call's disposition code. To do so, Connect uses disposition code mappings in your org. A disposition code mapping contains a progression mode. The progression mode tells Connect what to do next if that disposition code is set for an agent's call.

To create disposition-code flags, perform the following steps:

  1. Go to the Disposition Code Management tab in your ContactWorld for Salesforce app. The Disposition Codes section contains any existing mappings, and the Assistant section contains the unmapped call outcomes and disposition codes.

    Info

    The Assistant section gets the list of disposition codes from the Log A Call Disposition Code Field field in custom settings.

  2. If a mapping for the disposition code exists, click the cog icon in the ACTIONS column alongside disposition code. Click Edit.
    If a mapping for the disposition code does not exist, click New.
    An Edit Disposition Code dialog box appears.

  3. If you are setting a progression mode for a new disposition-code mapping, type the name of the disposition code you want to map in the Disposition Code field, for example, No Answer.

    Note
    titleMaximum length of disposition codes

    Disposition codes should be no longer than the character limit for custom settings. The limit depends on whether the custom settings are encoded or whether the disposition code contains extended characters, such as é.

    We recommend that your disposition codes contain 25 characters or fewer.


    In the Progression Mode list, select which of the following tasks Connect will perform if the agent's current call contains this disposition code:

    • Continue to next record
    • Continue to next call
    • Stay on current record
    Optionally select any call outcomes you want to map to the disposition code. For information about mapping call outcomes to disposition codes, see How do I configure Connect to automatically set the disposition code for a call based on the call's outcome?.
  4. Click Save.

    The mapping appears in the Disposition Codes section; the mapped disposition code and any mapped call outcomes no longer appear in the Assistant section.

Now, when an agent ends a call, Connect determines what to do next based on the progression mode of the call's disposition code (set by either Connect or the agent).