Progressive dialing

Progressive dialing enhances the functionality of Connect by automating agent tasks.

• If you do not have progressive dialing enabled for your account:

  Agents must routinely make a call, select a disposition code (if enforced) for the call, end the call, and then manually progress to their next call.
  
  

• If progressive dialing is 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.
    

  • The disposition code determines what Connect does next. Disposition codes indicate which of the following tasks Connect will perform:
    
    • Continue to next record.
    • Continue to next call.
    • Stay on current record.
    
    If the agent's last call does not have an applicable disposition code Connect stays on the current record.

How does Connect determine which disposition code to set for a call?

Connect uses disposition code mappings to determine the disposition code for a call. The mappings include the name of the disposition code and the call outcomes that map to that code.

When an agent ends a call, Connect uses the call outcome to locate the disposition code to use for the call.

For information about how to configure setting the disposition code for a call based on the call's outcome, see Configuring progressive dialing.

How does Connect determine whether to progress to the next call or record for the agent to handle?

Connect uses disposition code options to determine whether to progress to the next record for the agent to handle. Disposition code mappings include the name of the disposition code and a Progression Mode option. The following Progression Mode options are available:

• Continue to next record. If a disposition code has the Continue to next record option selected and the agent's last call has that disposition code, Connect will continue to the next record and the next customer detail record appears automatically. When the agent clicks Dial, their next call will be to the first number on that record. This option applies best to disposition codes that indicate that the agent spoke with the customer or left the customer a voice message.
• Continue to next call. If a disposition code has the Continue to next call option selected and the agent's last call has that disposition code, Connect will continue to the next call and the agent's next call will be to the next number on the current record. This option ensures that the agent dials all phone numbers on a customer's record before moving on to the next record. If the agent has dialed all numbers in the current record, Connect moves on to the next record. This option applies best to disposition codes that indicate that the agent has not spoken with the customer.
• Stay on current record. If a disposition code has the Stay on current record option selected and the agent's last call has that disposition code, Connect will stay on the current record. The agent can perform post-call tasks on that record, such as making notes.

Connect does not progress to the next record if the agent's last call does not have an applicable disposition code, unless the agent has dialed every number in the related customer detail record.

For information about how to configure Connect to progress to the next call, next record, or stay on the current record, see Configuring progressive dialing.