Calling Rules

Calling Rules tell Infinity how calls are to be distributed and in which proportions. For example, it is possible to tell Infinity to return all callbacks and recycled records before it returns any fresh records. Alternatively, a Calling Rule can make 80% of records it returns fresh ones and the remaining 20% recycled ones.

Note: The Calling Rules only apply if using Infinity’s auto-dialling features. If you are using a predictive dialler or other external dialling system, these Calling Rules will be ignored.

To access the Calling Rule editor, select the following menu options:

The Calling Rule editor will now appear on an editing tab.

The left-hand side of the screen is a list of all the currently defined Calling Rules and the right-hand side of the screen contains the editing panel. Enabling the toolbar icon also displays the inactive calling rules.

Actions

The following actions are available through the toolbar:

Icon Description
Updates the contents of the screen
Adds a new calling rule by providing its details
Modifies the details of the selected calling rule
Removes a calling rule (with confirmation)
Saves your changes
Toggles the display of inactive calling rules

Details

There are only two settings for Calling Rules:

  • Active (checkbox): Whether the calling rule will be active or not
  • Code: The code however requires a certain convention to be adhered to before it will work:
    • N New/Fresh
    • C Callbacks
    • R Recycled
    • M1 to M9 Returns a percentage of fresh records (M1=10%, M2=20%, M3=30% etc.)

    You can use those codes in various combinations to achieve the desired output of calls from Infinity.

  • Description: The description is simply a textual description of what the rule should do.