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Retract to work on a campaign (Retract Preview & Post-Call)
When you open a contact form or ticket on a campaign, if the campaign is configured by default, your phone status is automatically set to "In Preview". This is to prevent you from receiving an incoming call while the agent is working on a ticket.
In this situation, the "On hold (Preview)" status is also used to monitor post-call processing time if an outgoing call is made to the file.
In fact, users have a dedicated time after hanging up to perform the necessary qualification actions on the call (filling in the qualification script, adding an informative comment, setting up a subsequent appointment, sending an e-mail to the customer or prospect, etc.). This time is quantified in the "Post Call Withdrawal" status.
In the advanced settings of your prospecting campaign, automatic call withdrawal is activated by default. It can be deactivated depending on the expected usage.
When the agent returns to the greeting, the status automatically reverts to "Ready", if the system has set the call to be withdrawn and the user has not manually changed the withdrawal status in the meantime.
To ensure that the user returns to "Ready" status, check that the right to "Switch user to Ready status when returning to Home" is activated in the user profile. If not, the user will have to return to "Ready".