Working on Preview Mode Calls

In Preview mode, you make outbound calls for a specific campaign.

Making Preview Calls

To make preview calls:

  1. From the Action drop-down menu, select Campaigns; or click the Campaign icon ( ) on the Toolbar. The Campaigns pane appears.

If you decide not to work on campaigns, click Close.

  1. From the list, select the campaign on which you want to work. The Outbound Campaign Call form appears.

If the No contact available message appears on your Status Bar, there are no more contacts in the list to call for this campaign.

Note: If the selected campaign is not in Preview mode, or if it is not running, a warning message appears on the Status bar. You cannot start a campaign call before the The campaign is now active and running message appears. Active campaigns are indicated by the status Started.

  1. Select the contact to make the call from the Chained Records tab, and then click Connect. Before clicking the Connect button, you may have to edit the number by adding a prefix.

  1. Click Disconnect to end the interaction.

  2. When you are finished:

      1. Click the Disposition Code tab.

      2. Click the appropriate Disposition Code.

      3. Click Mark Done.

Note: If a Preview callback request is marked as "stale" because it was not handled within a specific amount of time (for example, 30 minutes), the record can no longer be handled by Genesys Desktop, and Outbound Contact Server (OCS) will reject all subsequent requests.

Continuing to Work on the Same Campaign

To continue working on the same campaign:

  1. From the Action drop-down menu, select Next Campaign Contact. The Outbound Campaign Calls form appears, with a new campaign contact.

  1. Continue working on the campaign, following Steps 3 through 5 above.