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Delivery and Retry Options

Use the Delivery and Retry options to define how the system should handle a call in any given scenario. More specifically:

  • Use Delivery options to define the circumstances in which the system either connects the call to an agent or drops the call.
  • Use Retry options to tell the system how to respond to a particular call result or disposition code.

This article describes all Delivery and Retry options. It focuses heavily on Retry options and provides detailed instructions on how to define a treatment plan. If you're looking for information about device escalation, go here. For information about SCXML-based treatments, go here.

Delivery Options

Use the Delivery Options tab to define the circumstances in which the system connects a call to an agent.

By default, the Deliver to Live Person option is enabled and cannot be disabled. When the system detects a voice on the line, it connects the call to an agent.

Click Advanced to see more delivery options. By default, the system drops the call if it detects an answering machine, fax machine, or silence. When you enable any of these options, the system connects the call to an agent within the agent group. Optionally, you can change the default destination DN if you want to connect the call to a different routing point.

Retry Options

Use the Retry Options tab to define the way in which the system retries calls based on either a call result or a disposition code. For example, you could specify the following:

  • If the call result is Busy
  • Wait 30 minutes (Interval)
  • Then redial the number (Apply to Record action)
  • Every 5 minutes (Increment)
  • Up to a maximum of 3 times (Retry Count)
  • Then move to the next record in the chain and apply the same treatment (Next Action)

This section describes how to create a treatment plan like the one outlined above.

The first part defines the following key menu options:

Then, you'll learn how to define a treatment based on either a call result or a disposition code.

Retry Options (Treatment Properties) Defined

The following table defines all available Retry options (sometimes referred to as treatment properties).

Retry Option Description
Call Result Used when the treatment plan is based on call results. See the Treatments based on Call Results for more information.
Disposition Code Used when the treatment plan is based on disposition codes. See Treatments based on Disposition Codes for more information.
Apply to Record Defines the action the system takes in response to a given call result or disposition code. See the Apply to Record Options section for a description of each option.
Retry Count The maximum number of consecutive attempts to retry a record.
Interval The time (measured in DD:HH:MM) that the system waits between the first dialing attempt and the first Apply to Record attempt.
Increment The number of minutes added to the previous redial time interval.
Date/Time Required when you select Retry at a specified date or Next in chain at specified date from the Apply to Record menu.
Suppression List Required when you select Suppress from the Apply to Record menu. All suppression lists stored in CX Contact with an expiration date set to Never, regardless of type (Client ID or Device), populate in this menu.
Next Action Defines the way in which the system moves through a batch of chained records after the Apply to Record action has been completed. See the Next Actions section for more information.

Apply to Record Options Defined

Apply to Record defines the action that results from a given call result or disposition code. In the example statement If the call result is Busy, redial the number, the Apply to Record action is Redial.

The options are as follows:

  • Redial - Redials the number.
  • Retry in - Retries once according to the values specified in the Retry Count and Interval fields (for example, retry once in 60 minutes).
  • Retry at specified date - Redials the record on the date specified in the Date field.
  • No Treatment - Does not apply a treatment.
  • Suppress - Adds the record to the suppression list specified in the Suppression List menu.

The Retry options available to you depend on the Apply to Record option you selected. This table illustrates the available Retry options for each Apply to Record action.

Apply to Record Options Retry Count Interval Increment Date/Time Suppression List
Redial
Retry in
Retry at specified date
No treatment
Suppress

Next Action Options Defined

Use the Next Action options to define how the system should move through a batch of chained records based on a given call result or disposition code. The options are as follows:

Next Action Description
Next in chain The system immediately dials the next record in the chain.
Next in chain after The system waits until the time specified in the Interval field before dialing the next record in the chain.
Next in chain at specified date The system waits until the date and time specified in the Date/Time field before dialing the next record in the chain.
Update all records in chain The system updates all chained records with the call results. It does not proceed with any of the next-in-chain actions.
Suppress then Next in chain Once a record has been added to target suppression list, the system immediately dials the next record in the chain.
Suppress then Next in chain after Once a record has been added to target suppression list, the system waits until the time specified in the Interval field before dialing the next record in the chain.
Suppress then Next in chain at specified date Once a record has been added to target suppression list, the system waits until the date and time specified in the Date/Time field before dialing the next record in the chain.

The table below illustrates the mandatory Retry options for each Next Actions option:

Next Action Retry Count Interval Increment Date/Time Suppression List
Next in chain
Next in chain after
Next in chain at specified date
Update all records in chain
Suppress then Next in chain
Suppress then Next in chain after
Suppress then Next in chain at specified date
Example
  • Call Result: No Answer
  • Apply to Record: Retry In
  • Retry Count: 2
  • Interval: 00:00:30
  • Increment: 10 min
  • Next Action: Next in chain

With a chain of three records, the behavior is as follows:

  1. The system dials the first record in the chain. There is no answer.
    • Retry 1: The system retries the record 30 minutes later. There is no answer.
    • Retry 2: The system retries the record after 30 minutes plus the additional 10-minute increment. There is no answer.
  2. The system dials the second record in the chain. There is no answer.
    • Retry 1: The system retries the record 30 minutes later. There is no answer.
    • Retry 2: The system retries the record after 30 minutes plus the additional 10-minute increment. There is no answer.
  3. The system dials the third record in the chain. There is no answer.
    • Retry 1: The system retries the record 30 minutes later. There is no answer.
    • Retry 2: The system retries the record after 30 minutes plus the additional 10-minute increment. There is no answer.

The records are updated in the contact list and the system stops processing the chain.

Important

Notes about Next Actions:

  • When a chain ends, it is updated in the contact list and the system stops processing that chain.
  • The Interval and Increment options are not applicable to the Next in chain at specified date action.
  • If a record within a chain is suppressed, CX Contact continues to move through the chain according to the option specified in the Next Action menu.

Treatments based on Call Results

To define a treatment based on call results:

  1. Leave the Use Disposition Codes switch set to the Off position.
  2. Select one or more call results for the treatment (for example Busy),
  3. Go through the Retry Options to define the treatment.
CXC Treatments DispCodesOff.png
Example

For Busy call results, you want the system to do the following:

  • Wait 15 minutes before retrying the record
  • Retry the record a maximum of 3 times
  • Wait 5 minutes between each retry

To achieve these results, specify the following:

  • Call Result: Busy
  • Apply to Record: Retry In
  • Retry Count: 3 times
  • Interval: 00:00:15
  • Increment: 5 min

(The Date/Time and Next Action fields are not required. Refer to the Next Actions section for an example using a Next in chain action.)

CXC TreatmentExample.png

Description of Call Results

The following table describes all possible call results.

[+] Click for a description of call result values

Treatments based on Disposition Codes

To create disposition-level treatments:

First, create a business attribute in the Configuration Manager section of the configuration environment (Platform Administration or Genesys Administrator Extension). In the Business Attribute Values folder, create the list of disposition codes that you want to populate in CX Contact when you define the treatment.

CXC GAX DispositionCodes.png

For more information about business attributes, refer to the Business Attributes page in the Platform Administration guide (for cloud) or the Business Attributes page in the Genesys Administrator Extension Help guide (for premise).

Next, in CX Contact, go to the Settings page, and in the Disposition Codes field on the General tab, specify the display name of the business attribute that stores the disposition codes (Business Attribute Values). In the screenshot below, notice that the value in the Disposition Code field (CXC Disposition Codes) matches the display name of the business attribute (CXC Disposition Codes) in the screenshot above.

Important
When you create a business attribute, you specify a name and a display name for it. Always reference the display name in CX Contact.
CXC Settings CXCDispCodes.png

Then, in CX Contact, go to the Retry Options tab and do the following:

  1. Set the Use Disposition Codes switch to the 'On' position.
  2. Select one or more disposition codes from the Disposition Code menu.
  3. Go through the Retry Options to define the treatment.
CXC RetryOptionsAll.png
Important
If a treatment is defined for both a call result and a disposition code, CX Contact gives priority to the disposition code when applying the call treatment.
This page was last modified on January 16, 2019, at 03:21.

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