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Overview

A Process defines how Uservox engages a lead from first touch to outcome. It orchestrates attempts, timing, and next steps.

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Typical Flow

  1. Enrollment
    • Lead is added to a Process (manually, via API, or via CRM integration)
  2. Attempt Strategy
    • Configure call attempts per day, retry intervals, and call windows
  3. Conversation Handling
    • Agent follows your conversation flow (greeting, qualification, FAQs)
    • Outcomes: qualified, not interested, voicemail, callback requested, no answer
  4. Post-Call Actions
    • Log summary, transcript, sentiment, and key fields
    • Update CRM records and statuses
    • Schedule follow-ups if needed
  5. Exit Criteria
    • Success (qualified/booked) or Disqualified
    • Max attempts reached or manual removal

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Tips

  • Align outcomes with CRM stages
  • Set local-time windows to boost pickup rates
  • Keep retry counts reasonable to avoid spam labeling