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 dialled, 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 per cent of it, how recently it was used is twenty and fades to nothing across about a month, and a matching dialling 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 dialling 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
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Organisation, team and personal mailboxes with their own access rules and greetings, and every message transcribed and attached to the right record.
Reusable weekly schedules and holiday calendars in your own timezone, so out-of-hours routing is a setting rather than a flow you rebuild each December.
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Upload a recording, record one in the browser, or generate it from text in a chosen brand voice - then use it in any flow, queue or mailbox.
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