A call list in Slate Voice is a list of contacts or phone numbers that you can use to initiate outbound calls for your calling campaigns. The purpose of a call list is to provide a centralized place where you can organize and manage the contacts that you'll want to call.

With Slate Voice, you can create and customize call lists based on different criteria such as geographic location, program of interest, or other relevant information.

A Slate Voice call list will help you streamline your calling campaigns, make them more efficient, and help you personalize your interactions to make them more effective. These calling campaigns work just like traditional versions, but Slate Voice can make the calls and record the interactions directly within Slate, without the need for external processes or custom interactions.

Creating the Call Form

1. Select Forms on the top navigation bar.

2. Select New Form.

3. Give the form a name in the Page Title field.

4. Set the Status to Confirmed/Active.

5. Select Save.

6. Edit the form to remove the standard fields and add an interaction selector to record the outcome of the call.

Creating the Call List

1. Select Queries / Reports on the top navigation bar.

2. Select New Query.

3. Enter the following configurations:

   • Limit Rows: The number of records returned each time a user clicks Fetch Next. Since a single call will be placed, use one (1) for this value.

   • Execution Options: Select Retrieve only the new records since query was last run.

   • Fetch Behavior: Select Preserve where clause on fetch if required by one or more filters.

4. Edit the query to pull the desired exports that will be returned when the list of contacts is fetched. Be sure to include phone number.

5. Select Configure Call List.

   

6. Enter the following configuration:

   • Report Form: Select the call form created in the previous procedure.

   • Slate Voice: Select Enable Slate Voice.

   • Account: Select the default outgoing phone number that Slate Voice will use.

   • Recipient: Select the phone number (typically the primary phone) that will be called.

   • Instructions: Place any information (such as a script or a reminder) that the caller should view when making the call.

7. Select Save.

8. Return to the query page and select Share Call List.

   

9. Share the URL with the selected team member.

Dynamic Sender

In instances where you want to use one call list for various users, add an Inbox SMS Sender export on the user base to your query:  Add a join for Current User Click Export Select Inbox SMS Sender This export is available on any field with a user prompt, such as Staff Assigned or Current User.

Once you add this export, it appears as an option within the Account list in the Configure Call List.

You can also set a Default Account if no number is associated with a particular user.

Using the Call List

1. Use the link provided to get to the call list.

2. Select Fetch Next to get the first record.

   

3. Select the record. The Row Preview dialog opens.

   

4. Next to Call Form, select the Connect link. The Slate Voice dialog appears.

   

5. Select the green Connect icon to place the call.

6. Repeat the process for all contacts in this query.

During the call, an additional dialog provides the following options:

• Record the call*

• Put the called party on hold

• Mute the local audio

• Send an SMS message

• End the call (hang up)