Oncall Assistant
Last updated
DialoX Manual
Last updated
Read this if you have Smart Apps in use that have been ordered before 21 october 2024. New Smart Apps documentation can be found within the Marketplace.
For companies that offer on call services to their customers it is quite a hassle to configure an on call schedule in their PBX. A bot with the Oncall Assistant template installed solves this issue quite easily.
After installing the skill you can simple add the node "Dial: On Call" to your flow and configure your agents and planning in the Content section of the platform. Using this approach even users without the right to edit your flows can change the On call schedule of your agents.
There will be a new flow node introduced to your bot called "Dial: on call". This node needs to be added to your flow in order to enable it.
Go to the Flows section of the platform
Find the place in your flow where you want to have the bot to dial the on call agent.
Click right mouse button, click on Dial and then on On call.
Now make sure your flow routes a link (Arrow) to your new Dial: on call node. In case this is the only node in your Flow, you need to connect it to the Entry trigger.
Open the side panel of the node by clicking on the title bar of the Dial: On call node.
Now fill in the text and the fallback number.
Now go to the Content section and add your agents to the On-call Phonebook.
Then configure who is available for on call services from when in the On-call Schedule page in the Content section.
SIP
The SIP method to use for dialing
Choose Refer
Text
The text the bot should say just before dialing
By embedding #{oncall_name} the name of the agent can be used in the text
Fallback
In order for the On call function to work the system must know which agents there are to route the call to. The on call agents can be configured in the Content section.
Click on Content
Click on On-call Phonebook
Click Add
Name
Name of the agent
Number
Number of the agent
Make sure to enable or disable the extension option depending on the number you need
Extension
Uncheck for public numbers
To make sure the number is validated on correctness
When the agents are configured we can configure the schedule. This will help the system to know when to route the call to which agent.
Click on Content
Click on On-call Schedule
Click Add
From
The date and time at which this schedule becomes active
Route to
The agent to route the call to
The system always searches for the schedule that is closest to the current date time.
What number to dial when no schedule is found in the section
