Smart Caller ID
Which of your numbers this call should come from. Every number the rep is allowed to use is scored against the person being dialed, the winner is pre-selected in the dialer, and the rep can still pick a different one.
Choosing the number to call from
ranked per callProduct figures from the platform’s own defaults - not customer averages
How it works.
Only numbers you may use
Access is settled before anything is ranked. Numbers granted through a role or a team, numbers assigned to the person, and their own claimed lines make up the candidate set. Nothing outside it is scored, or offered.
Four things decide the order
Answer history with this specific contact is half the score. The number's own answer rate is thirty percent of it, how recently it was used is twenty and fades to nothing across about a month, and a matching dialing prefix adds ten.
An unproven number is marked down
When the contact is known and a number has never reached them, twenty points come off. A number that has worked on this person outranks one that merely performs well against everybody else.
The rep sees the evidence
The winner is flagged and pre-selected, with that number's answer rate, how many calls it has placed and when it was last used beside it. Picking another is one tap, and the call goes out from that one.
Two moments in every call.
Every call passes through the same seven. Smart Caller ID is the lit ones, and everything either side of it is a different page in this category.
- 01Number
the line it arrives on or leaves from
- 02Route
where the call is sent and to whom
- 03Dial
placing it, and how many at once
- 04Connect
the moment a person picks up
- 05Talk
while the conversation is happening
- 06Wrap
the code, the notes, the next step
- 07Record
what is kept, and where it is kept
The specifics.
8 facts- Candidate set
- Role and team grants, personally assigned numbers, and claimed lines
- Weights
- 50% history with this contact, 30% the number's own rate, 20% recency
- Affinity
- Ten points added when the dialing prefix matches the number being called
- Penalty
- Twenty off when a contact is known and the number has no history with them
- Shown per number
- Answer rate, call count and the date it was last used
- Override
- The top scorer is pre-selected; the agent chooses per call
- Not automatic
- Nothing rests or rotates a number on its own; ranking is the whole mechanism
- Not predicted
- Best time to call is a plain CRM field with no model behind it
Where the call goes next.
A call is a chain of decisions, and this is one link in it. These are the ones either side.
More in Contact Center
20 capabilitiesFlows, queues, oversight and compliance screening on lines we run ourselves.
Decide what happens when your number rings, then walk a test call through it before a customer does. Thirty-nine nodes, nine categories, one canvas.
Coach a rep mid-call without the customer hearing it, then join outright if it turns. Moving between the three never drops the call or rings anyone again.
Reps stop greeting voicemail. The line is judged person or machine before a headset is involved, so what lands in one is somebody who said hello.
Decide what callers hear in the first ten seconds, and where the ones who press nothing end up. Fifteen starting templates, built as a step in the flow.
A caller who waits past the limit does not fall off the end. Four separate exits are picked in advance, behind the welcome, hold music and announcements.
Stop the same two people carrying the floor. Six answers to who gets asked first, changed on the queue you already have rather than built again from scratch.
A caller reaches somebody who can actually help. Agents short of the skill a queue asks for never see the call, and a failover catches what nobody can take.
A caller presses a digit, hangs up and keeps their place in line. Repeat requests merge, so nobody rings the same person twice about one problem.
Your best account stops waiting behind everybody else. Flag the lead and they skip the welcome and the cap, while aging keeps ordinary callers from starving.
Nobody re-explains themselves to the next person. Send the call straight on, or speak privately first, or merge to three and walk out without ending it.
When a call is disputed, who said the line is read off its own channel rather than argued out of the wording. Both sides captured, merged into one file.
One code is the whole of a rep's paperwork. Twenty-six behaviors hang off it, so the task, the callback and the do-not-call mark happen on their own.
The check runs before the number is dialed, not as a report on Monday. Federal DNC, known TCPA litigators and your own list, each block written down.
One number reaches a whole country and the caller pays nothing for it. Toll-free routes through the same flows and bills from the same wallet as local lines.
Selling into a country you have no office in still means a number that looks local. Four carrier providers, so a new market is a purchase, not a project.
A call nobody was going to answer still lands somewhere. Organization, team and personal boxes each decide who may listen, and every message is transcribed.
Closed is a fact about the clock, not something each flow decides alone. Write the week and the holidays once and every queue and campaign shuts with you.
Where a supervisor picks which call to join. Every conversation currently up, who is on it, the queue it came through and how long it has run, changing live.
Text from the numbers you already call on. The thread sits beside the calls to that contact rather than in a second app nobody on the floor ever opens.
Everything a caller hears that is not a person. Before you replace a prompt, the page names the menus, queues and mailboxes still playing the one you have.
The rest of the platform.
Five more categories, all on the same record and the same bill. Each card names three of its capabilities, so you can tell from here whether it is worth opening.
Contact Center
See smart caller id on your own floor.
Thirty minutes, your numbers and your data. We will set smart caller id up live and you can decide from the thing itself rather than from this page.
14-day trial · no card · migration included