Voice Management Guide

An operator can manage a customer portfolio.

• Stage 1 – There must be as many groups created as there are operators with a customer portfolio
• Stage 2 – Steps must be created with a “Group” stage, for example, with the names “PortfolioExample 1”, “PortfolioExample 2”, “PortfolioExample 3”
• Stage 3 – In “steps”, in your step that receives calls, you must create a “Request” stage, which you then fill in. For example:
  
  • Method: portfolio
  • Step type: GET
  • Input variables: @e164_caller (with @)
  • Output variables: commercial_name (without @)
• Stage 4 – A new “Filtering” stage must be created, which you then fill in. For example:
  
  • Filter by: Variable
  • Name: commercial_name
  • Filter: Example 1 / Step: PortfolioExample 1
  • Filter: Example 2 / Step: PortfolioExample 2
  • Filter: Example 3 / Step: PortfolioExample 3
  • Filter: …