Mode Management
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    Mode Management

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    Article summary

    Mode indicates the different channels of communication that can be used to initiate a conversation. Common modes used in conversational engagement include text-based chat and voice-based interactions via customer number, email, etc.

    You can manage the modes mapped to a Contact Strategy by disabling selected modes, changing the retries allowed for a mode, or changing the callable time for a mode.

    Simple Contact Strategy

    On the Modes screen, perform the following:

    1. Drag and drop the modes to change the priority.

    2. Enable / Disable the modes. Contacts are not delivered to the disabled modes. If the rescheduler has to reschedule a contact to a mode that is disabled, the contact is rescheduled to the next active mode as per higher priority. This switch ON/OFF of modes is subject to the following conditions:

      1. When a mode is switched OFF, it is deactivated. The phone numbers are not removed. When the mode is switched back ON, contacts are dialed to this phone number.

      2. All compliance-related validations are applied at the time of contact upload. The mode state - ON or OFF - is not considered.

      3. If this is the last mode, the cycle is treated as complete. The application continues dialing the next cycle.

    3. Copy / Delete modes.

    4. Click the Edit button against the mode you want to edit. The application takes you to the Widget 2 - Select Mode wizard. You can perform the following actions:

      1. Change the callable window for the mode. For a simple strategy, changing this for one mode replicates the same times for the other modes.

      2. Increase / decrease the Mode Retries - any change in one mode is replicated across the all modes configured for the contact strategy. This also affects how the Cycle Retries is handled.

        Example: In a simple contact strategy, there are three modes (A, B, and C) with a retry count set to 1, and the number of cycles configured is 2. The application dials each mode once to complete the first cycle, then proceeds to the second cycle, dialing each mode again.

        In the enhanced strategy, if the retry count for each mode is increased to 2, the application will dial each mode twice. For example, mode A will be dialed twice, followed by B and C, each dialed twice, completing one full cycle. If two cycles are configured, each mode will be dialed four times, with two dials occurring in each cycle, in the order of priority.

    5. Click Save to complete.

    Advanced Contact Strategy

    On the Modes screen:

    1. Drag and drop the modes to change the priority.

    2. Enable / Disable the modes. Activating or deactivation a mode amount to overriding the configured contact strategy for specific modes. Contacts are not delivered to the modes that are not overridden (that is, disabled). The contacts are delivered only to the modes that are active, that is, overridden. If the rescheduler has to reschedule a contact to a mode that is not overridden, that is, inactive, the contact is dialed out from the highest overridden mode as per the priority.

    3. Copy / Delete modes.

    4. Click the Edit button against the mode you want to edit. The application takes you to the Widget 2 - Select Mode wizard. You can perform the following actions:

    5. Change the callable window for the mode.

    6. Increase / decrease the mode retries

    7. Click Save to complete.


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