AutoCall inside the CRM — for free

Published 04.04.2021 09:40 in New features

AutoCall — automatic dialing of the customer’s number and distribution of calls between operators — is now built into AlterCPA Moe. Like logistics, warehouse accounting, deep expense and profit analytics and all the other tools, it is free and unlimited. Because we can.

What it does:

• Calls by itself. Every new lead goes straight into processing, and dialing starts automatically. The time from a lead arriving to the call can shrink to a matter of seconds — provided there are free operators.
• Doesn’t forget unanswered calls. If the customer didn’t pick up, AutoCall marks the order and schedules the next call. Operators don’t have to sort through leads by hand or sit on the line waiting for an answer.
• Hands the operator a ready order. The order card opens on the operator’s computer, and the customer is already on the line.

Ordinary SIP telephony is enough, including simple hardware phones. Operators won’t even need dialing keys.

How to enable it

• “Control” → “Company settings” → the “Call automation” block: tick “Enable internal automation for incoming calls” and enter the details of the extension SIP account.
• In each operator’s profile, fill in the “Internal phone” field.
• In the team settings, choose the incoming calls mode in the “Work mode” field.

Important! The SIP account for AutoCall must be multi-channel, and every operator needs their own unique internal number — without it, the call cannot be redirected to the operator.

For details on how it works and how to set it up, see the page Call center automation in AlterCPA Moe.