Create an Outbound Queue
An outbound queue is a list of customer details to be contacted by dialing out. To create an outbound queue, choose Configuration from the Navigation bar then click on Agents, Teams and Queues. Then click on the Queues Tab.
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Optimize Outbound Queue Settings
The queue settings can be manually modified to suit your contact center. The options for an outbound queue allow modifying the retry times and max Attempts so the system will dial the number again.
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Assign Agents to Queues
You can assign agents to specific queues from Agents, Teams and Queues under Configuration. To assign an agent to specific queues, click the Gear icon of the right side of the agent to be assigned, then select Assign Queues.
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Create Outcomes
Call outcomes are required when finishing a call with a customer. Not only are they needed to complete the call, but they are vital to the reporting features of the system. They can also be used in conjunction with other reports to monitor overall business and agent performance. To manage Outcomes, hover over the Configuration icon in the Navigation bar and click on Outcomes and Tags.
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Import Data
The import data section allows you to upload CSV files which are used in the system as a Dataset. This will then dial out records once you have assigned the dataset to an outbound queue. For the import data tool, hover over the Data icon in the Navigation bar and click on Import Data.
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Top Up and Billing
The Billing Overview provides a general overview of how much you have spent over the last 6 months in a month by month breakdown.
To top up your balance, hover over the Configuration icon from the Navigation bar and click on Billing. Click on the Top Up button located on the top right hand corner of the screen.
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Allocate Numbers
The Allocate direct inward-dial (DID) numbers feature allows you to obtain local numbers from most areas of the country on demand.
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Next Steps
Getting Started Agent
Outbound Dialer Setup
Inbound Setup
Reporting
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