Help

By dbracho, 17 October, 2025

1. Help Module - Your ultimate guide to call states

Main objective

Empower you with clear, actionable insights so you understand exactly what's happening in every phone interaction and immediately know what to do with each outcome, transforming raw data into smart decisions.

 

rootlenses voice

 

1.1 Call states guide - From confusion to clarity

Completed - Mission accomplished!

Meaning: The call connected perfectly and achieved its conversational objective.

 

Key Details:

- Communication established with the right person

- Primary campaign objective achieved

- Smooth and complete interaction

 

Recommended Action: Celebrate and Analyze - Review these calls to replicate success patterns

Value Provided: Confirmation that your strategy is working and generating tangible results

 

New - Potentially waiting

Meaning: Scheduled call that is in queue waiting for its ideal time

 

Key Details:

- Properly configured and ready to execute

- Waiting for available system resources

- Part of your scheduled contact pipeline

 

Recommended action: Trust the process - Your system will automatically process it when optimal.

Value provided: Visibility into your future pipeline and planning capabilities.

 

Failed - Opportunity for improvement

Meaning: A technical error prevented the connection (not a customer rejection).

 

Common Causes:

- Network or connectivity issues

- Expired or incorrect provider credentials

- Temporary internal system errors

 

Recommended Action: Immediate technical diagnosis - Review logs and verify configuration

Value Provided: Early warnings of infrastructure issues before they escalate

 

Busy - Smart persistence

Meaning: The customer is temporarily unavailable (on another call)

 

Key Details:

- Valid and active number

- Person exists but is temporarily busy

- Opportunity to contact at another time

 

Recommended action: Strategically retry - The system will do this automatically based on your settings.

Value provided: Active number indicator that deserves persistence.

 

No response  - Timing to be optimized

Meaning: The client did not respond at the time of the attempt.

 

Key details:

- Number exists and is operational

- Timing of contact was not ideal

- Opportunity at a different time

 

Recommended action: Optimize contact times - Retry in different time slots

Value provided: Valuable data on the best times to connect with your audience

 

IVR Contact - Strategic decision

Meaning: Automated system answered (not a person)

 

Key Details:

- Corporate number or one with answering machine

- Requires a specific strategy for this type of contact

- Opportunity for specialized messages

 

Recommended Action: Evaluate special treatment - IVR-specific message or exclusion?

Value it brings: Intelligent segmentation of contact types for greater effectiveness

 

Incorrect number - Database cleaning

Means: The person who helped is not your target contact.

 

Key Details:

 

- Outdated data in your database

- Opportunity to sanitize information

- Prevent future failed attempts

 

Recommended Action: Update database immediately - Mark as invalid

Value Provided: Continuous improvement of your database for future efficiency

 

Canceled - Rules in action

Means: The system automatically canceled the request based on predefined rules.

 

Common causes:

- Outside of permitted hours

- Attempt limit reached

- Specific business rules triggered

 

Recommended action: Review and adjust rules if necessary

Value provided:Automatic protection against unwanted or inefficient practices

 

2. The strategic value you gain

For smart decision-making:

  • You understand the "why" behind each result.

  • You identify patterns that indicate opportunities or problems.

  • You optimize strategies based on concrete data.

  • You prevent wasted resources on invalid contacts.

 

For continuous improvement:

  • You learn from every interaction to refine your approach.

  • You detect trends that require strategic adjustments.

  • You maximize ROI by focusing on what really works.

  • You scale intelligently with validated learnings.

 

2.1 Practical application examples

Sales Case:

"When you see 40% 'No Responses' → You adjust your schedule to afternoons → You increase effective contacts by 25%"

 

Collection Case:

"When you identify frequent 'Wrong Numbers' → You clean up your database → You reduce failed attempts by 60%"

 

Support Case:

"By detecting 'IVR' in key numbers → You create a special flow → You improve first-call resolution by 35%"

 

3. How to use this guide to maximize results

Weekly status analysis:

- Review status distribution each week

- Identify trends that require action

- Adjust settings based on insights

- Measure the impact of changes made

 

By critical status:

Failed → Immediate technical review

Incorrect number → Priority database cleanup

No response → Schedule optimization

IVR → Development of a specific strategy

 

The Help module is not just a reference guide - it's your map to navigate the complex world of mass communications and transform every result, positive or negative, into an opportunity for learning and improvement.

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