Set Up Calling Lists

You can create and upload a calling list manually, or you can work with your NICE inContact account manager and Professional Services to enable Proactive XS. Proactive XS uses Studio scripts to automatically pull contact information from your CRM. After Personal Connection (PC) dials calls, send texts, or sends emails, the Studio scripts check the contacts back in to the CRM with the interactions and interaction attempts recorded.

You can use the same calling list to call and text contacts, but you can't use the same list to handle phone interactions and email interactions. As an alternative, you can upload the same calling list twice to use one for phone interactions and another for email interactions.

Perform each task in the given order to set up a calling list for your PC skill.

Create a Calling List

Required security profile permissions: Calling List Create

Calling list files can't exceed 256 MB in size. Smaller calling lists result in faster upload and fresher records. Each individual record in a calling list cannot exceed a length of 512 Unicode characters. Calling list uploads support Unicode UTF-8 encoding, which includes Chinese characters and all other languages. If you're creating or editing calling lists in Microsoft Excel, take care to preserve the UTF-8 encoding format.

CXone strips the formatting from phone numbers in calling lists and stores the phone numbers in a universal format. This allows phone numbers to pass between calling lists and do not call lists without conflict.

  1. Open a spreadsheet editor like Microsoft Excel or a plain text editor like Notepad.
  2. If you're using a text editor, decide whether to separate the values with commas or Tab indentations.
  3. If you want to create headers for your columns, which can help with automatic field mapping when you upload the calling list, enter the column names in the top row. Include columns for at least an external identifier and a phone number for a Proactive Voice or Proactive SMS calling list and an external identifier and an email address for a Proactive Email calling list.

  4. Enter the data for each record in its own row.

  5. Save the file with the file extension .XLSX, .XLS, .CSV, or .TXT.

Create Custom Fields

Create custom fields to map columns from your calling list to fields that are not hard-coded in the system. System fields include address, agent, call request date/time, call request stale minutes, caller ID, city, compliance required, confirmation required, customer field 1 and 2, expiration date, external ID, first name, last name, notes, override final statuses, phone number, priority, score, state, time zone, and zip. See Filter Calling Lists for details about what each of these fields is for.

These instructions cover any custom field types besides phone numbers (voice or SMS) and email addresses. For instructions for creating those types of custom fields, see Create Custom Phone Number or Email Address Fields.

  1. In the ACD application, click ListsCustom Data Definitions.
  2. Click Create New.

  3. Enter a Field Name. Don't give a custom field the same name as a system field. If you plan to make the field visible to agents, make the name readable by adding spaces. If you're using this field as a script variable, you cannot use spaces. If you want the field to be both a script variable and visible to agents, you can use underscores to improve readability or create two mappings to the same field.

  4. Select a field Type.
  5. If you want to set a default field value and your selected Type supports it, enter the Default value. The value you entered applies to all records that don't specify a value for that field.

  6. If your selected Type supports it and you want to prevent the system from assigning a default value to contacts without an assigned value for the field, select Value Required.

  7. Click Add.

Create Custom Phone Number or Email Address Fields

The hard-coded system fields include 1 phone number field and no email address fields. If you're including an email address or more than one phone number for each record in the calling list, you must create custom fields for the email address and each additional phone number.

  1. In the ACD application, click ListsCustom Data Definitions.
  2. If you're creating a new phone or SMS field and want to have associated caller ID, compliance, attempts, description, start time, or end time fields, create those fields first. The associated fields have the following requirements:

    Field

    Requirements

    Caller ID Value String Type

    Compliance

    Boolean Type

    Attempts Integer Type
    Description Integer Type
    Start Time Integer Type. This setting overrides the default value if you set one.
    End Time Integer Type. This setting overrides the default value if you set one.

  3. Click Create New.

  4. Enter a Field Name and select the Phone, SMSPhone, or Email Type.
  5. If you created an associated caller ID, compliance, attempts, description, start time, or end time field to apply to this field, select them in their respective fields.

  6. If you're creating a Phone or SMSPhone field and you want to set default allowable time ranges for calling or sending SMS messages to contacts, use the Contraints fields. You can create different windows for weekdays and weekends, and each can have multiple time ranges. Because these constraints set the default calling time ranges, the constraints you specify are overridden by values of Start Time and End Time, if you set up related fields.
  7. Click Add.

Upload a Calling List

Required security profile permissions: Calling List Create

If you want to use the same calling list for both Proactive Email and either Proactive SMS or Proactive Voice, you must upload the calling list twice and assign one instance to a phone skillClassification used to facilitate the delivery of contacts; assigned to agents based on abilities, specialties, and knowledge and the other to an email skill.

  1. In the ACD application, click ListsCalling.
  2. If you're re-uploading a calling list after making critical updates, stop the associated skill.
  3. Read the compliance agreement and click Accept to continue.

  4. Enter a List Name. Select the PCskill that you want to dial these contacts from the Skill drop-down. In Select File, browse files to find and select the calling list you want to upload or use. Configure any optional fields as needed.

  5. Click Next.
  6. If you used the first row of your calling list to label the columns, select the Header checkbox. Use No time zone found? to specify whether you want records without a time zone to be rejected or have a certain time zone applied to them. If you want to set a record expiration date for all records in the calling list, set the date in Batch expiration date.

  7. Click Next.

  8. If it's not already done for you, map your phone numbers and email addresses in Map Destinations. Add and remove destinations as needed.

    If you map a phone field to a specific skill, it appears under the cadence options for that skill. If you don't want to include a specific phone number in the Maximum Attempts or Cadence Calling Order, don't map those phone number to fields. Once you map the field, you can't remove it from the cadence settings.

  9. Verify the fields in Map Data Fields are correctly mapped to your calling list. Correct any errors.

  10. If you're using custom fields, verify the fields in Map Custom Data are correctly mapped to calling list and correct any errors.

  11. When the file upload begins, the calling list upload wizard displays the progress and the number of records that loaded successfully and unsuccessfully. You can leave this page and check the progress later in the Process Queue page in CXone. When processing is complete, you receive an email detailing the result of the upload.
  12. If you want to upload additional calling lists, click Upload New and repeat the steps in this process. If you are finished uploading calling lists, click Done.
  13.  If the calling list contains invalid records, resolve the errors.
    1. Click Download Link in the warning box that appears.

    2. Open the file to view the problems with the upload.

    3. Fix the problem in the calling list and save it.
    4. Upload the updated file.
  14. If you stopped the skill prior to uploading your calling list, restart the skill when the update is complete.

Filter Calling Lists

Required security profile permissionsSkills Edit

Filters restrict records in your calling list so only records matching certain criteria are attempted. They apply to all calling lists associated with a skillClassification used to facilitate the delivery of contacts; assigned to agents based on abilities, specialties, and knowledge. Filters apply to uploaded lists that result from the Proactive XS Create Prospects v2 action in Studio.

Filtering, do not call lists, and call suppression are similar tools that should be used for different situations. The following list highlights the unique differences between these 3 features:

  • Call Suppression — intended to suppress calls to entries of a calling list based on unique criteria in the calling list (not specifically a phone number). You can set a unique disposition for a call suppression record to indicate the purpose of the call being suppressed. This feature includes a start and end date for the call to be suppressed, and is intended to suppress calls for the duration of a campaign (or longer). For example, if an organization lost licensing for the state of New York, they could suppress calls to New York until re-establishing their licensure. Any suppressed call could be dispositioned with a unique "NYLicenseLapse" disposition.
  • Do Not Call List — used to stop calls to a specific phone number. DNC lists are intended to be permanent solutions for contacts who request not to be contacted.
  • Filtering — intended to filter certain calling list entries within the scope of a campaign. For example, if an organization wanted to increase productivity to hit a monthly quota early in a campaign, they could temporarily filter out low-probability prospects to focus on high value prospects. The organization still intends to contact low-probability prospects, but not necessarily right now. Another common situation for filtering is for severe weather impacts, such as tornadoes or hurricanes.

You configure each filter statement individually based on one operand. You can configure multiple statements to create a more complex filter. Each filter statement builds upon the last with an unspecified 'and'. While the filtering tool doesn't support 'or' between statements, you can use the In operator to produce a similar result as explained in the following steps.

  1. If filtering isn't already enabled for your business unit, enable it.

    1. In the ACD application, click ACD ConfigurationBusiness Units.
    2. Click your business unit to open it.

    1. Click Edit in the Details tab.

    2. In the Outbound Strategy section, select Enable Filtering.

    3. Click Done.

  2. In the ACD application, click Contact SettingsSkills.
  3. Click the skill you're modifying to open it.

  4. Click the Parameters tab.

  5. Click Configure or Edit for the Filter section.

  6. Select the Active checkbox.

  7. Select or clear the Exclude Priority Records and Exclude Callback Records fields as needed and choose an Apply Option.

    When the dialing queue pauses or resets due to your selected Apply Option, agents receive a notification that says "Please Wait — The system is identifying the best records to call."

  8. If you want to use filters from another PC skill, click Copy From Another Skill. Select the skill you want to copy filters from and click OK.
  9. To add a new filter condition, click Add Condition.
    1. From the Column drop-down, select the mapped calling list field that you want to use to filter the calling list .

    2. Select the Operator you want to use to compare the selected Column to a value.

    3. Enter or select the Value you want to compare with the Column you chose.

      If you upload a calling list without specifying record values for a system field, the records receive the default values. When you filter by that system value, the filter considers that default value for those records.

  10. Click Preview. A pop-up displays the number of records that remain in the queue if you apply the filter.

  11. Repeat the process to add any other filters you want to apply to the dialing queue. Remember that filters have 'and' behavior, so all filters apply to the list at the same time.
  12. Remove filters you no longer want to apply by clicking the remove icon to the left of the filter.

  13. Click Apply.

Sort Calling Lists

Required security profile permissions: Skills Edit

By default, PC sorts calling list records in the following order:

  1. CallbacksHolds a customer's place in queue and automatically calls the customer when they move to the front of the queue.
  2. PrioritySkill-based designation of the importance of contacts that determines delivery order.-flagged records
  3. Fresh records
  4. Non-fresh records, such as retries

You can sort the calling list based on custom criteria.

  1. In the ACD application, click Contact SettingsSkills.

  2. Click the PC skillClassification used to facilitate the delivery of contacts; assigned to agents based on abilities, specialties, and knowledge you want to modify.

  3. Click the Parameters tab.
  4. If you are sorting the calling list for a Proactive Voice or Proactive SMS skill and want to add or remove fresh, non-fresh, or callback records from your calling list, select or clear the corresponding checkboxes in General Settings. To do so:
    1. Click Edit in the General Settings parameters.
    2. To add or remove callbacks, fresh records, or non-fresh records, select or clear Load Callbacks, Load Fresh, or Load Non-Fresh, respectively.
    3. Click Done.
  5. Click Edit in the List Management parameters.

  6. Add new sorting criteria by clicking Add under List Ordering Options. When the Add List Order Type form appears, select an Order Type from the drop-down. Specify whether you want the list to sort in ascending or descending order according to the order type with the Sort Order. Click OK.

  7. Remove any sort criteria you no longer want to use by selecting the corresponding checkbox and clicking Delete.

  8. Use the up and down arrows to prioritize the sort criteria.

  9. Click Done.