Call Roster Management

Overview

The Call Roster Management module is used to centrally manage customer phone number data for automatic outbound call tasks. By uploading standardized phone number files, the system automatically validates the phone number format and generates call rosters, ensuring efficient and accurate execution of outbound call tasks.

Accessing the Feature

After logging in to the Call Center platform, navigate to Voice > Auto Outbound Calls > Task Roster.

Add a Call Roster

1. On the Task Roster page, click Add.

2. In the dialog box, enter the roster information.

• Roster Name: Enter a roster name (e.g., January 2026 Promotional Campaign).

• Upload Phone Number File: In the Phone Number File section, click Download Template to download the standard template, then complete the file according to the following requirements:

  • Enter phone numbers without the country code prefix (e.g., for Indonesian phone numbers, enter 87630021323).
  • Only .xlsx (Microsoft Excel Workbook) files are supported.

After completing the template, click Select File to upload the completed file.

After the file is uploaded successfully, the system automatically validates the phone number format.

Edit a Call Roster

1. On the Call Roster page, locate the target roster and click Edit in the Actions column.

2. In the dialog box, modify the roster name or description.

3. After confirming that all information is correct, click Confirm to update the roster information.

Delete a Call Roster

1. On the Call Roster page, locate the target roster and click Delete in the Actions column.
2. In the confirmation dialog box, click Confirm to permanently delete the roster.