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Horizon Contact Admin Help
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Horizon Contact Admin Help

Administrator Portal and Setup

  • Quick Setup Guide
  • Setup Guides and Templates
  • Privileges summary
  • Administrator Portal Overview
  • Full Setup Guide
    • Setup 1: Setting up agents
    • Setup 2: Preparing assets
    • Setup 3: Assigning user groups
    • Setup 4: Creating queues
    • Setup 5: Multiple groups
    • Setup 6: Queue Numbers
    • Setup 7: Adding audio files
    • Setup 8: Customising queue recordings
    • Setup 9: Customising agent recordings
    • Setup 10: Queue KPIs
    • Setup 11: Advanced setup
    • Setup 12: Queue Announcements
    • Setup 13: Callback setup
    • Setup 14: Customising time ranges
  • Administrator Information
    • What I can see on my screen after I log in
    • Change password
    • Change Language
    • Searching a list
    • Searching a dropdown list of items

Staff Management

  • Status data report
  • Users
    • Call Recording
    • Resetting user passwords
    • Modifying an existing user account
    • Configuring recording for a user account
    • Chat recording
    • Viewing agent contact details
    • Setting the IVR PIN
    • Viewing agent capability
  • Groups
    • User groups
    • Creating and adding a user group
    • Editing or deleting a user group
    • Copying a user group
  • Roles
    • Roles, privileges and profiles
    • Best practice when creating different versions of a role
    • Managing roles
    • Assigning and Customising Roles and Privileges
  • Break Reasons
    • Managing break reasons
    • Break reasons overview
  • Holiday Lists
    • Create a holiday list
    • Manage Holiday Lists
  • Time Ranges
    • Managing time ranges
    • Creating and adding a time range
    • Defining rules for a relative time range
    • Defining rules for an absolute time range
    • Editing or deleting a time range
    • Copying a time range
  • External Destinations
    • Managing external destinations
    • External destinations
    • Recording External Destination Calls

Calls Management

  • Simultaneous ringing overview
  • Scheduling a call
  • Direct calls overview
  • Call data reports
  • Call Flows
    • Call routing flows
    • Modify user-configurable parameters for call flows
    • Call Flow Tutorial
    • Setting up an auto attendant for BC/DR Treatments
    • Call Flow Templates
      • Call Flow Tips and Tricks
      • Call Flow Templates
      • Call Flow Template 1
      • Call Flow Template 2
      • Call Flow Template 3
      • Call Flow Template 4
  • Service Numbers
    • Managing service numbers
    • Update a service numbers call flow or user-configurable parameters
    • Update an existing service number
  • Campaigns
    • Viewing campaign progress
    • Importing lists of campaign numbers
    • Create an outbound campaign
    • Managing outbound campaigns
    • Managing campaign numbers
    • How do campaigns work?
  • Queues
    • Call queue introduction
    • Create a call queue
    • Managing call queues
    • Assigning agent groups to a call queue
    • Configuring agent outbound dialling
    • Configuring wrapup settings
    • Adding queue audio
    • Managing in-queue audio
    • Defining when in-queue announcements are played
    • Configuring opt in/out options for caller recording
    • Customising agent call recording buttons
    • Configuring call recording for queues
    • Defining call-queue KPIs
    • Configuring advanced settings for a call queue
    • Configuring callbacks for a queue
    • Configuring callback slots for a queue
  • Playbooks
    • Managing play books
  • Audio Files
    • Managing audio files
    • System audio files
    • Adding audio announcements
    • Text-to-speech overview
    • Uploading Audio Files
    • Generate text-to-speech audio
  • Area Codes
    • Create an area-code group
    • Managing an area-code group
    • Importing and exporting area-code numbers
  • Number Lists
    • Managing number lists
    • Importing number lists
  • Global Variables
    • Managing global variables
  • Surveys
    • Managing after-call surveys
    • How after-call surveys are handled
    • Configuring survey parameters
  • Call Slots
    • Managing call slots
    • Callback slot announcements
    • What are call slots?
    • What are callbacks?

Flow Management

  • Introduction to Routing Flows and the Flow Editor
  • Benefits of Routing flows
  • Managing Routing Flows
    • Introduction to Node types
    • Node Parameter Values
    • Create and publish a new routing flow
    • Making nodes available from the Node Type library
    • Configuring nodes in a routing flow
    • Configuring variables in a routing flow
    • Adding user-configurable values
    • User-configurable parameter options
    • Additional flow editor functionality
    • Managing existing routing flows
    • Importing or Exporting a routing flow
    • Routing Flow Templates
  • Standard Node Types
    • Call delivery and routing node types
    • Caller interaction node types
    • Branching node types
    • Outdial node types
    • Queue node types
    • Email node types
    • Work-item node types
    • Company configuration node types
    • External destination node types
    • HTTP node types
    • Integrated PBX node types
    • Webchat node types
    • Miscellaneous node types

Webchat Management

  • Webchat overview
  • How the web-client interface works
  • Managing Webchat services
  • Webchat data reports
  • Classifying a webchat
  • Webchat Queues
    • Configuring advanced settings for a chat queue
    • Creating and managing a webchat queue
    • Defining chat-queue KPIs
    • Defining when in-queue announcements are displayed
    • Webchat queues overview
    • Assigning agent assets to a webchat queue
  • Webchat Flows
    • Managing Webchat flows
    • Modify user-configurable parameters for Webchat flows
    • Webchat flow templates
      • Chat flow templates
      • Chat Flow Template 1
      • Chat Flow Template 2
      • Chat Flow Template 3
      • Chat Flow Template 4

Email Management

  • Email overview
  • Email data reports
  • Supporting a shared email address
  • Settings required for adhoc outbound email
  • Classifying an email
  • Email Servers
    • Email Server recommended settings
    • Email Server Setup Guide
    • Viewing the default system email server
    • Viewing the email servers’ status
    • How email servers and authentication work
    • Managing email servers
    • Email Server Setup Guide
      • Email 1: Setting up users for email
      • Email 2: Setting up groups for email
      • Email 3: Creating text blocks for email
      • Email 4: Preparing assets for email
      • Email 5: Creating email classifications
      • Email 6: Creating email queues
      • Email 8: Email server settings
      • Email 7: Email Flow Templates
  • Email Flows
    • Managing email flows
    • Modify user-configurable parameters for email flows
    • Email Flow Templates
      • Email Flow Template 1
      • Email Flow Template 2
      • Email Flow Template 3
  • Email Queues
    • Email queues overview
    • Creating and managing an email queue
    • Defining email-queue KPIs
    • Configuring advanced settings for an email queue
    • Assigning agent assets to an email queue

SMS Management

  • SMS overview
  • Configuring SMS Templates
  • Configuring SMS From Addresses
  • Create an SMS queue
  • Configuring automated SMS
  • Managing SMS queues
  • Outbound SMS data reports

Safe-Pay Management

  • Safe-Pay data reports
  • The cardholder’s view
  • How Safe-Pay works
  • Merchant Configuration
  • Configure Payment Queues
  • PSP Configuration
  • PSP – Link Delivery
  • Editing or deleting a payment queue
  • Configuring Safe-Pay
  • PSP – Additional Parameters
  • PSP – Advanced Limits
  • PSP – Digital Wallets for Stripe PSP Configuration

Agent Assets Management

  • Agent scripts overview
  • Configuring agent scripts
  • Configuring agent script sections
  • Configuring text blocks
  • Managing text blocks
  • Managing attachments

Data Management

  • Reports Management
    • Reports overview
    • Loading or creating a report
    • Scheduling report generation
    • Generating and exporting a contact report
    • Managing contact reports
    • Scheduling contact report generation
    • Agent scripts data
    • Offline Reporting
      • Managing offline reporting destinations
      • The offline reporting datastore
      • Offline reporting events
      • Agent call event fields
      • Agent status event fields
      • Call queue event fields
      • Contact call event fields
      • Missed call event fields
  • Report Types
    • Call data reports
      • Callers report
      • Call flow report
      • Calls report
      • Call transfers report
      • External destination report
      • IVR report
      • Queue transfers report
      • Scheduled calls report
      • Service-number report
      • Call Classifications report
      • Voicemail report
      • Unreturned missed calls report
      • Queues – Abandoned Calls Report
      • Queues – Service Level Report
      • Call trace reports
      • Dropped calls report
      • Queue report
      • Agent report
    • Status data reports
      • Break reasons report
      • Working hours report
    • Diagnostic reports
      • Activity audit report statistics
      • Status change report
    • Email data reports
      • Email agent report
      • Email flow report
      • Email queue report
      • Email classifications report
      • Inbound emails report
      • Outbound email agent report
      • Outbound email recipient report
      • Outbound email template report
    • Webchat data reports
      • Webchat agent report
      • Webchat flow report
      • Webchat queue report
    • Outbound SMS data reports
      • Outbound SMS agent report
      • Outbound-SMS recipient report
      • Outbound SMS template report
    • Safe-Pay data reports
      • Safe-Pay agent report
      • Safe-Pay payments report
  • Wallboards
    • Managing wallboards
    • Customising a wallboard
    • Wallboards overview
    • Filtering the Agents Overview widget
    • Filtering wallboard widgets
    • Filtering the call queues for Company Summary widgets
  • Classifications
    • Managing classifications
    • Classifications Overview

Customer-related tasks

  • CRM overview
  • Creating a new contact record
  • View a customer’s contact record
  • Modifying a customer’s details
  • Deleting webchat conversations from customer contact records
  • Importing customer details
  • Exporting customer details
  • Configuring custom fields and tags
  • Assigning tags to a customer record
  • Managing columns

CRM Integration

  • Contact CRM Integration Developer Guide
  • Salesforce Integration
    • Salesforce Integration procedure
    • Salesforce integration overview
  • Zendesk Integration
    • Zendesk Integration Overview
    • Installing Contact in Zendesk
    • Contact Zendesk Integration
    • Using Contact with Zendesk
  • Care Connect Integration
    • Using Care Connect
    • Contact Care Connect
  • ConConnect Integration
    • Introduction to ConConnect
    • Configuring ConConnect
    • Install ConConnect
  • Microsoft Dynamics Integration
    • Microsoft Dynamics Integration overview
    • Microsoft Dynamics integration procedure

System Management

  • Customer Bug Button
  • Configuring system assets
  • Managing system themes
  • Managing media files
  • Displaying the online help
  • Microsoft Edge Integration
  • Configuring ODS codes for automated NHSE reporting
  • Configuring agents’ unavailability
  • Configuring what agents can view on their web portal
  • Configuring email editor options
  • Channel blending
  • Configuring system channels
  • Changing the blending formula of channels
  • Changing the importance weighting of a channel queue
  • Changing Agent Capacities
  • Configuring an SFTP destination
  • Managing reporting destinations
  • Diagnostics data reports
  • Home
  • Docs
  • Flow Management
  • Standard Node Types
  • Caller interaction node types
View Categories

Caller interaction node types

Answer Call
When a call is answered, this node executes.

When a call is answered, this node executes.

There are no parameters for this node type.

The following branch can be taken:

BranchHow many?Description
Next1This branch is always taken.

Callback Slot
This node type offers timed call slots to the caller, allowing the caller to select one and scheduling the callback to that slot. Each of the next available time slots is offered one by one to the caller, with a limit on the number of different time slots that are offered before the caller has to give up or select one.

This node type offers timed call slots to the caller, allowing the caller to select one and scheduling the callback to that slot. Each of the next available time slots is offered one by one to the caller, with a limit on the number of different time slots that are offered before the caller has to give up or select one.

Note: If required, the parameters for this node type can be set to User-configurable so that they can accept values specified by a company administrator. For more information, see Adding user-configurable values.

The following parameters can be set:

ParameterHow many?TypeDescription
DTMF Timeout0 or 1IntegerThe timeout (in seconds) if no DTMF input is detected.

This parameter can be set to User-configurable.
DTMF Timeout For Phone Number0 or 1IntegerThe timeout (in seconds) if no DTMF input is detected for the caller’s phone number that they want to be called back on.

This parameter can be set to User-configurable.
Maximum Retries1IntegerThe maximum number of times a caller can retry entering the DTMF key.

This parameter can be set to User-configurable.
Maximum Slots To Offer1IntegerThe maximum number of call slots to offer to the caller.

This parameter can be set to User-configurable.

The following branch can be taken:

BranchHow many?Description
Next1This branch is always taken.

How the node type works with announcements #

  1. For each available call slot, an announcement is played to the caller, offering them three options:
    • Press 0 to accept
    • Press 2 to be offered another day/time
    • Press 3 to return to the call queue and continue to wait.

      If the caller presses 0, an announcement is played, confirming the day and time scheduled for the callback.

      If the caller enters an incorrect DTMF key, an “invalid answer” announcement is played (SYSTEM_ANNOUNCEMENT_SURVEY_INVALID_ANSWER.wav) and call slots are offered again.

      If the caller fails to enter a DTMF key within the DTMF Timeout period, a “response not received” announcement is played (SYSTEM_ANNOUNCEMENT_RESPONSE_NOT_RECEIVED.wav) and they are asked to enter the DTMF key again.

      If the caller either continues to enter invalid DTMF keys or repeatedly fails to enter a DTMF key within the timeout period, when the Maximum Retries parameter is reached, an appropriate announcement is played (SYSTEM_ANNOUNCEMENT_MAX_LIMIT_REACHED.wav) and the Next branch is taken either to move the call on to the next node in the call flow or to end the call.

      If the caller presses 2, they will be offered the next available slot time until either a selection is made or the Maximum Slots To Offer parameter is reached, when an appropriate announcement is played (SYSTEM_ANNOUNCEMENT_MAX_LIMIT_REACHED.wav) and the Next branch is taken either to move the call on to the next node in the call flow or to end the call.

      If the caller presses 3, they are returned to the call queue and hold music is played while they continue to wait.
  2. If a call slot is selected and the caller’s number is available, an announcement is played to the caller, offering them two options:
    • Press 1 to be called back on this number
    • Press 2 to be called back on a different number

      If the caller presses 1, a thank you and goodbye message is played.

      If the caller enters an incorrect DTMF key, an “invalid answer” announcement is played (SYSTEM_ANNOUNCEMENT_SURVEY_INVALID_ANSWER.wav) and they are asked to enter the DTMF key again.

      If the caller fails to enter a DTMF key within the DTMF Timeout period, a “response not received” announcement is played (SYSTEM_ANNOUNCEMENT_RESPONSE_NOT_RECEIVED.wav) and they are asked to enter the DTMF key again.
  3. If a call slot is selected and either the caller’s number is not available (the caller CLI is restricted) or the caller presses 2 (requesting to be called back on another number), an announcement is played, prompting them to enter their chosen phone number for the call back (SYSTEM_ANNOUNCEMENT_CALLBACK_REQUEST_PHONE_NUMBER.wav).If the phone number is entered successfully, a thank you and goodbye message is played.

    If the caller enters an invalid phone number, an “invalid answer” announcement is played (SYSTEM_ANNOUNCEMENT_SURVEY_INVALID_ANSWER.wav) and they are asked to enter the phone number again.

    If the caller fails to enter a phone number within the DTMF Timeout For Phone Number period, a “response not received” announcement is played (SYSTEM_ANNOUNCEMENT_RESPONSE_NOT_RECEIVED.wav) and they are asked to enter the phone number again.

    If the caller either continues to enter invalid phone numbers or repeatedly fails to enter a phone number within the timeout period, when the Maximum Retries parameter is reached, an appropriate announcement is played (SYSTEM_ANNOUNCEMENT_MAX_LIMIT_REACHED.wav) and the Next branch is taken either to move the call on to the next node in the call flow or to end the call.

Connected To Agent
This node type causes an audio file to be played to a caller when they are connected to an agent but put on hold. If required, multiple audio files (an address book) can be played.

This node type causes an audio file to be played to a caller when they are connected to an agent but put on hold. If required, multiple audio files (an address book) can be played.

There are no branches for this node type. It is simply a marker for the end of a call flow. When a caller is connected to an agent, this node executes.

The following parameters can be set:

ParameterHow many?TypeDescription
Hold Music1AudioFileThe name of the audio file (or address book) to play to the caller.

Note: If required, this parameter can be set to User-configurable so that it can accept a value specified by a company administrator. For more information, see Adding user-configurable values.

DTMF Menu
This node type allows simple DTMF menus to be created.

This node type allows simple DTMF menus to be created.

To branch on a specific key, you need to add an optional branch by right-clicking on the node name and selecting Add “Key Pressed” Branch.

To set the branch parameters (branch name and key to match), select the new branch by left-clicking on the branch.

Note: If required, the parameters for this node type can be set to User-configurable so that they can accept values specified by a company administrator. For more information, see Adding user-configurable values.

The following parameters can be set:

ParameterHow many?TypeDescription
Prompt1AudioFileThe audio file announcement to play to the caller. If required, multiple audio files (a play book) can be played.

This parameter can be set to User-configurable.
Tone Audio1AudioFile
The tone file to play to the caller after the audio prompt is played (before DTMF input). If an audio file is not specified but Play Tone is set to True, a “beep” is played.

This parameter can be set to User-configurable.
Play Tone1BooleanWhether or not a tone is played after the audio prompt (before DTMF input). (True or False). The default value is False (no tone is played).

This parameter can be set to User-configurable.
Timeout0 or 1IntegerThe timeout (in seconds) if no DTMF digit is detected. The default value is 5.

This parameter can be set to User-configurable.
Repeats1IntegerThe maximum number of times to retry where the caller has not pressed any DTMF key and the node has timed out waiting for a DTMF keypress. The default value is 2.

This parameter can be set to User-configurable.
Wrong Input Audio1AudioFileThe audio file announcement to play to the caller if they press an invalid DTMF key.

This parameter can be set to User-configurable.
Wrong Input Repeats1IntegerThe maximum number of times a caller can retry pressing the DTMF key if they press an invalid key. The default value is 2.

Note: If this is not set, the value specified for Repeats is used.

This parameter can be set to User-configurable.
Timed Out Audio1AudioFile
The audio file announcement to play to the caller if no DTMF key is detected within the timeout period. The default is that no audio will be played.

This parameter can be set to User-configurable.

The following branches can be taken:

BranchHow many?TypeDescription
Key Pressed0 to 20
KeyStringThe DTMF key to match.

This parameter can be set to User-configurable.
Other Key Pressed1The branch to take if a different DTMF key is pressed (the key pressed does not match any of the defined branches).
Timed Out1The branch to take if the timeout is reached.

DTMF String
This node type collects a DTMF string, with multiple digits, from a caller. This allows the caller to enter data using their DTMF keypad, such as a customer number or dates, or to ask the customer for their number if they have previously withheld it.

This node type collects a DTMF string, with multiple digits, from a caller. This allows the caller to enter data using their DTMF keypad, such as a customer number or dates, or to ask the customer for their number if they have previously withheld it.

Note: If required, the parameters for this node type can be set to User-configurable so that they can accept values specified by a company administrator. For more information, see Adding user-configurable values.

The following parameters can be set:

ParameterHow many?TypeDescription
Prompt1AudioFileThe audio file announcement to play to the caller, prompting them to enter DTMF keypresses. If required, multiple audio files (a play book) can be played.

This parameter can be set to User-configurable.
Play Tone1BooleanWhether or not a “beep” is played after the audio prompt is played (before DTMF input). (True or False).

This parameter can be set to User-configurable.
Result String1StringThe variable in which to store the resulting string.
Call1CallLegThe call leg from which to collect DTMF digits.
Number Of Digits0 or 1IntegerAn optional number of digits to collect.

This parameter can be set to User-configurable.
Termination Key0 or 1StringAn optional termination key. For example, enter PIN followed by #.

This parameter can be set to User-configurable.
Initial Timeout0 or 1IntegerThe timeout (in seconds) if no DTMF digits are detected.

This parameter can be set to User-configurable.
Inter-digit Timeout0 or 1IntegerThe timeout (in seconds) between digits.

This parameter can be set to User-configurable.
Timed Out Audio1AudioFileThe audio file announcement to play to the caller if the DTMF string is not collected within the timeout period.

This parameter can be set to User-configurable.
Repeats1IntegerThe maximum number of times a caller can retry entering the DTMF string.

This parameter can be set to User-configurable.

The following branches can be taken:

BranchHow many?Description
Success1The branch to take after collecting the string.
Timed Out1The branch to take if the DTMF string is not collected.

End Call
This node type clears down a call.

This node type clears down a call.

Note: If required, the parameters for this node type can be set to User-configurable so that they can accept values specified by a company administrator. For more information, see Adding user-configurable values.

The following parameters can be set:

ParameterHow many?TypeDescription
OptionsOptional parameters for the call cleardown.
Cause0 or 1IntegerThe reason why the call ended and the associated code (as an integer).

This parameter can be set to User-configurable.
Cause – Select0 or 1EnumThe reason why the call ended and the associated code (as an enum).

This parameter can be set to User-configurable.

There are no branches for this node type.

Play Announcement
This node type causes an audio announcement to be played to the caller. This might be used, for example, to play a welcome message to the caller or to play an announcement informing them that the call may be recorded. If required, multiple audio files (an address book) can be played.

This node type causes an audio announcement to be played to the caller. This might be used, for example, to play a welcome message to the caller or to play an announcement informing them that the call may be recorded. If required, multiple audio files (an address book) can be played.

The following parameters can be set:

ParameterHow many?TypeDescription
Audio Filename1AudioFileThe name of the audio file (or address book) to play.

Note: If required, this parameter can be set to User-configurable so that it can accept a value specified by a company administrator. For more information, see Adding user-configurable values.
Call0 or 1Call LegAn optional variable to hold the call leg for the audio announcement.

The following branch can be taken:

BranchHow many?Description
Next1This branch is always taken.

Survey
This node type selects a customer survey to carry out after a call.

This node type selects a customer survey to carry out after a call.

If the caller agrees to participate in the survey, they can choose to answer the questions either by voice or DTMF input.

Typically, a Survey node is used to choose a survey at the beginning of the call flow. This may then be overridden later in the call flow for a specific branch in the call flow.

Note: If required, the parameters for this node type can be set to User-configurable so that they can accept values specified by a company administrator. For more information, see Adding user-configurable values.

The following parameters can be set:

ParameterHow many?TypeDescription
Question Timeout1IntegerThe timeout (in seconds) if no speech or DTMF input is detected.

This parameter can be set to User-configurable.
Repeat Question1IntegerThe maximum number of times that the question is repeated before the answer is marked as invalid and the survey continues.

This parameter can be set to User-configurable.
Survey1SurveyThe survey to be carried out.

This parameter can be set to User-configurable.
Survey Start Audio0 or 1Audio FileAn (optional) survey pre-announcement to play. This is played before the caller has joined a queue (before any queue announcements).

This parameter can be set to User-configurable.
Timeout Audio0 or 1Audio FileThe message to play to the caller if they do not give an answer within the Question Timeout period.

This parameter can be set to User-configurable.
Invalid Answer Audio0 or 1Audio FileThe message to play to the caller if they provide an answer that is incorrect. The question is repeated.

This parameter can be set to User-configurable.
After Survey Thanks Audio0 or 1Audio File
An (optional) post-survey message to play to the caller thanking them for their participation.

This parameter can be set to User-configurable.

The following branch can be taken:

BranchHow many?Description
Next1This branch is always taken.

Voice Mailbox
This node type allows a call recording to be sent to voicemail, if the call cannot be taken or the caller opts to leave a message. The recording is then sent via the recording functionality to the specified destination(s).

This node type allows a call recording to be sent to voicemail, if the call cannot be taken or the caller opts to leave a message. The recording is then sent via the recording functionality to the specified destination(s).

Note: If required, the parameters for this node type can be set to User-configurable so that they can accept values specified by a company administrator. For more information, see Adding user-configurable values.

The following parameters can be set:

ParameterHow many?TypeDescription
Audio To Play0 or 1AudioFile
The name of the (optional) audio file (or address book) to play.

This parameter can be set to User-configurable.
Play Tone1BooleanWhether or not a “beep” is played after the audio prompt is played (before voice or DTMF input). (True or False).

This parameter can be set to User-configurable.
End Silence Period1IntegerThe timeout (in seconds) if no speech is detected.

This parameter can be set to User-configurable.
Maximum Message Duration1IntegerThe maximum length of the message that can be left (in seconds).

This parameter can be set to User-configurable.
Minimum Message Duration1Integer
The minimum length of the message that can be left (in seconds). Any recording that is shorter than this is discarded rather than being stored or delivered. This filters out, for example, callers that reach voicemail, but hang up just after recording has started, without leaving a message.

This parameter can be set to User-configurable.
Filename Format1StringThe name and type of the recording file, in the format:<element>-

<element>-xxxxxxx.wav

where:

<element>-<element>- are a list of (up to) seven elements used to identify the filename. The following elements can be used: date, from, to, queue, company, timestamp, and agent.

Each element must be enclosed in a < > angle bracket, and be separated by a hyphen. For example, <date>-<queue>

xxxxxxx is text that is copied verbatim to the filename, for example, lovelyDay-. Verbatim text must be separated from other text or elements by a hyphen. For example, lovelyDay-<company>.

.wav denotes the type of recording.

An example recording filename format (that includes all of the available elements) might be:

<date>-<from>-<to>-<queue>-lovelyDay-<company>-<timestamp>-<agent>.wav

which might generate a recording filename such as:

Thu Dec 21 2017-441134960000-01154960000-Queue 1-lovelyDay-CompanyA-1513857242079-secondAgent@agent.com.wav

This parameter can be set to User-configurable.
Send to CRM1BooleanWhether or not call recordings are to be sent to the system’s in-built CRM database (True or False)

This parameter can be set to User-configurable.
CRM Contact0 or 1StringThe contact name in the CRM to which all call recordings are uploaded. This name must match the name that is configured in the CRM and is case-sensitive.

This parameter can be set to User-configurable.
Send via SFTP1BooleanWhether or not call recordings are to be transferred to an external platform via Secure FTP (SFTP) (True or False).

This parameter can be set to User-configurable.
SFTP Destination1EnumThe SFTP destination on an external platform to which call recordings should be transferred via Secure FTP (SFTP).

This parameter can be set to User-configurable.
Destination Email Address0 or 1StringThe email address to which call recordings should be sent, in the format local-part@domain, for example, jsmith@example.com. Up to 100 characters can be entered. Any unicode characters are allowed, including whitespace and accented letters.

This parameter can be set to User-configurable.

The following branch can be taken:

BranchHow many?Description
Next1This branch is taken once recording has started.
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Call delivery and routing node typesBranching node types
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  • How the node type works with announcements

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