Configuring and Restricting Maximum Calls

Updated 

In outbound campaigns, some agents may aim to contact as many leads as possible in a single day. This behavior can lead to an uneven distribution of leads and negatively affect overall sales performance in industries such as insurance,Real estate and so on. To address this, the Dialer and Campaign Manager provide administrators with the ability to set a daily cap on the number of successful calls an agent can make. This helps ensure fair lead distribution and discourages agents from "holding" leads.

Administrators can configure Daily Assignment Limits per agent. Once an agent reaches this limit, they no longer receive new leads for the rest of the day. Only calls where the customer and agent are successfully connected are counted towards the daily limit.

Agents can still manage callbacks, manual dials, or follow-ups if these are marked as exceptions.

This feature is available under Unified Routing → Capacity Configuration, where the daily assignment field can be set. To configure the agent capacity, refer Creating Capacity Configuration.

Note: Access to this feature is controlled by DP - VOICE_DAILY_ASSIGNMENT_LIMIT_CONFIG_ENABLED and VOICE_UPDATE_TASK_AND_ASSIGNMENT_ON_AGENT_CONNECTED_TO_CUSTOMER_ENABLED dynamic property. To enable this feature in your environment, reach out to your Success Manager. Alternatively, you can submit a request at tickets@sprinklr.com.