Set Up
FAQ
I am uploading new records into an existing workflow using a CSV file; will the system catch if I upload the same records?
Are you compliant with Telemarketing Sales Rule (TSR) call time restrictions?
Why do we need to use the 2X outbound number in voicemails?
How does the automatic scheduled callback feature work?
How can I record calls?
Does setting the hours of operation in our back office determine the workflow call schedule?
How to Download and Review Call Results from Your CSV File
How do I permanently stop calls to a specific phone number?
Do we need to call back a record if it's transferred but no one answers on our end?
Can I pause the platform from making calls?
How does the Saturday call feature work?
API and Webhooks
API: Add Record to Workflow
API: Mark Record as Complete
API: Resume Completed Record
API: Call Opt Out
API: Send Sample Postcall Webhook
Webhook: Post-Call
Webhook: Inbound Call
Adding Records via CSV
Mastering Workflows
Workflow Overview
New Lead Example Script
Aged Leads Example Script
30-Day Workflow Sample
5-Day Sample Workflow
Compliance
Best Practices and Tips
- All Categories
- FAQ
- I am uploading new records into an existing workflow using a CSV file; will the system catch if I upload the same records?
I am uploading new records into an existing workflow using a CSV file; will the system catch if I upload the same records?
Yes, the system is designed to automatically identify and remove duplicate records.
Yes, the system is designed to automatically identify and remove duplicate records.
How did we do?
Are you compliant with Telemarketing Sales Rule (TSR) call time restrictions?