Advanced Config

These settings control how Call Assist will function.

  • Rescheduled Time: The time to scheduled a new call attempt when a call fails because there were no agents on call.
  • Auto Lead Owner: The first Agent to call a lead will be assigned as the Lead’s Owner.
  • Auto Team Owner: The first Team to call a Lead will be assigned as the Lead’s Team.
  • Lead Owner Routing: Controls how a Lead should be routed when an Owner is assigned to it.

    If a lead has a Lead owner…
    • call the team in priority order
    • call the lead owner first, then the rest of the team
    • only call the lead owner
  • Lead & Call Permissions: Controls which leads and calls agents with an Agent role can view. Admins can always view all leads and calls.
    • ALL Calls & Leads
    • THEIR TEAMS Calls & Leads
    • ONLY THEIR Teams Calls & Leads
  • Agents Can See All Teams:
    • Yes: Users with an Agent role can assign leads and create calls for all teams.
    • No: Users with an Agent role can assign leads and create calls only for teams they are a member.
  • Play for Unknown: Whether you want the recorded message to play when Answering Machine Detection fails to determine if a Human or a Machine answered the phone.

Default Values for Advanced Configuration: