Auto-Dialing Caller IDs in CommPeak

In the Auto Dialing Caller IDs section, you can manage the Caller IDs the lead sees when an agent calls them in the CommPeak Dialer. Calls can only be made within campaigns that have phone numbers allocated to them. You need to assign a Caller ID to a campaign.

To access this section, select Settings > Outbound Configurations in the main menu, then switch to the Auto Dialing Caller IDs tab.

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NOTE
Search Required Before Results Are Shown
Please note: Caller IDs are not displayed automatically when you open this section. To load results, set your search criteria and click Search. You can search by Campaign ID, Prefix, Caller ID Number, or Caller ID Name, or simply click Search with the default selection to display all Caller IDs.

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IMPORTANT
If you use DIDs from an external provider, please verify the phone number in your CommPeak Portal account before creating a new Caller ID. To receive incoming calls in the Dialer to such phone numbers, please provide the IP address of the external provider to CommPeak support to configure IP ACL settings.

To add a new auto Caller ID:

Create a caller ID

Click Create New Caller ID at the top right.

Enter the details

Enter the following information:

Select one or multiple campaigns; please note that the more campaigns you assign to the number, the quicker it can burn.
Enter a prefix which can have the following values:

enter a single prefix or select a single country prefix from the Country Prefix drop-down list
enter several prefixes separated with a comma or select several countries from the drop-down list; in this case, the number will be able to call several countries
enter * instead of a prefix for a number to call any country; having several such numbers in the system is recommended to ensure it always contains numbers that can call any country.

Enter the number in the Caller ID Number field.
Enter the name in the Caller ID Name field if you want the clients to see the name instead of the number.
Select the Blocked Number? checkbox to temporarily turn off the number.
Select the Enabled? checkbox to activate the number right away.

Create the caller ID

Click Create.

Screenshot of adding an Auto Dialer Caller ID — Adding an Auto Dialer Caller ID

The new Caller ID will be added to the table.

To modify the Caller ID settings:

Edit the caller ID

Click Edit in the Actions column.

Screenshot of editing Caller IDs — Editing Caller IDs

Make your changes

On the Edit page, you can:

Assign the ID to other campaigns by clicking Add Campaign.

Assigning Caller IDs to campaigns

Then, choose additional campaigns, optionally enter prefixes in the Prefix box, select countries, and click Save.

Selecting prefixes and countries
Block or turn off the number.

Deactivating the number

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NOTE
The more campaigns you assign to the number, the quicker it can burn.

To apply actions to multiple IDs:

Download the list

Click Download in the top-right.

Screenshot of downloading multiple Caller IDs — Downloading multiple Caller IDs

Choose the file type

Choose .csv or .xlsx file types.

Save the file

Save the generated file to your drive.

To apply an action to multiple Caller IDs at once:

Run a search

Run a search to display the Caller IDs list.

Select and update the records

Select the checkboxes next to the records you want to update. At the bottom of the list, use the Take the following action dropdown to choose one of the available actions:

Delete: removes the selected Caller IDs permanently
Enable: activates the selected Caller IDs
Disable: deactivates the selected Caller IDs
Assign to campaign: assigns the selected Caller IDs to a campaign.

In the dropdown, choose whether to apply the action to Selected Records Only or to All Records Matching Current Filter. Click Process to apply the action.