Outbound calls
Calls Auron places to a phone number on your behalf, how they are set up on the web, and how they show up on the phone.
An outbound call is Auron dialing a phone number, with an agent on the line, instead of an agent joining a call you started in the app. Nobody places one from the phone. They come from campaigns and automations set up on the web.
Where they come from
Campaigns
Outbound Screening calls candidates, and Team Outbound Call calls selected members of a team. Both use an outbound-capable agent and appear on the web only when they are switched on for your organization.
Automations
An automation can include a Place outbound call step, which calls the phone number of the record that triggered it.
A campaign either dials every record in an entity that matches its filter, or dials an explicit list of team members. Its rules set the calling window (the hours it may place calls in), how many times to try a number, whether to call again after someone declines, and how many calls go out at once and how far apart.
On the phone
Each outbound call is saved as a session titled "Outbound Call", followed by the number and the date. The transcript is the agent's conversation with the person it called.
It opens like a chat, with the same tabs, but without the phone button that turns a chat into a call. Campaigns themselves, their audience and their rules, are not shown in the app.
Voice calls
Starting a call with an agent, the call screen, the four agent modes, the transcript, and the debrief that follows a quick debrief call.
Chats
Text chats with an agent, attaching photos and knowledge base files, copying messages, handing a chat to your agents, and turning a chat into a call.