How to set the Caller ID for Agents when making Manual Call
Here we will discuss how to set the caller ID for an agent when making a manual call. You have two options:
- Use the campaign or list setting
- Use the agent's extension
From the Admin Dashboard, click on Account and then, click on Users.
In the Show Users Section, click on the Action Button, then select Settings from the drop down.
Click on Agent Interface Option tab
Click on Select Agent ACL and select your desired existing Profile. You may also click on Create Profile if you want to create a new custom profile.
When using an existing Agent ACL, you may press the Edit Profile button to edit the User Agent Interface Options.
Scroll down to Manual Caller ID and select from the following options
- Use Campaign or List Defaults - follow the caller ID settings of the campaign or the list
- Use Agent Extension - system will use the caller ID indicated in the Extension settings of the user. To configure the Agent's Caller ID under Users Extension settings. Please go to How to setup Agent Caller ID
Go back to Select Agent ACL and click Save button to save the updated settings of the User Agent Interface Options.
Scroll down to the bottom and click on Apply Changes.
In this example, if the agent places a manual call, the system will show 8188606733 as the caller ID