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DID Procurement Automation

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Julianna Rodriguez
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Overview

DID Procurement Automation is a feature of Convoso Ignite that automates DID purchasing in ACID Lists.

Automating DID management reduces manual work and the need for expensive consultants, making it easier to maintain phone number coverage.

This article will discuss Procurement Automation's functionality and how to enable it.

Contents

How Does it Work?

DID Procurement Automation monitors ACID Lists to purchase and assign DIDs as needed. It uses the Area Code Coverage Report to determine when they need new DIDs. It then assigns available DIDs from the Account's Inventory or places a Buy Order as needed.

Using Auto Procurement will free up Admins' time from manually checking and replenishing their DIDs as needed.

ACID Settings

When an Account enables DID Procurement Automation, a new section appears in the ACID Settings General tab.

Procurement Automation Settings has three options to configure for each ACID List.

Procurement Automation Settings.png
  • (A) Procurement Automation: Toggle to set Procurement to Active or Inactive for the ACID List.
  • (B) Copy Settings of this Caller ID: Enter a DID that the system will use as a template when configuring the DIDs purchased through the Automation.
  • (C) Enable Registration: When set to Yes, DIDs purchased by the Automation will automatically begin the 6-7 week registration process.
  • (D) Include Registration Waiting Period: When set to Yes, DIDs will not be used to dial until their registration is complete. Enable Registration must be turned on to use this feature.

Area Code Coverage Report

When Auto Procurement is Active for an ACID List, every six (6) hours, the Area Code Coverage Report will be run for each of the parameters:

  • Dialable Leads
  • Calls Placed
  • Caller ID Displayed
Area Code Coverage - Auto Procurement.png
  • Start and End Date will be the current day's date.
  • The Per Caller ID Goal should be 100.

Note: When Dialable Leads is selected:

  • It will calculate the Area Code Coverage Report using Dialable Leads broken down by Area Code (similar to Leads calculation except based on what is dialable).
  • It will only calculate based on ACTIVE Lists.
    • Since it is based on ACTIVE Lists, the Lists parameter will be pre-filled with Active Lists when selecting.

Placing a Buy Order

DID Procurement Automation checks the Account's inventory of phone numbers to see if there are any matches for the DIDs needed before placing a Buy Order.

If there are numbers available that are not already in an ACID List and are not Pending Cancellation, it will fill the ACID List with the numbers it can take from your Inventory first.

Let's say you need 10 DIDs for Area Code 201, if you have a phone number with Area Code 201 that is not assigned to an ACID List and not Pending Cancellation, it is going to take the number and assign it to this ACID List.

Note: DID's are only considered unassigned if they do not belong to another ACID List and are routed to terminate call.

 

Recent vs Pending

If an order is Pending, the system will not place the order if that Pending order is from the last time the system ran the report.

If an Admin tries to place an order, they will be notified if the system has recently placed one. They can still place their order if they want.

DID Order Pending window.png

DID Settings

The system will take the settings from a random phone number in the ACID List and assign those settings to newly purchased DIDs.

Retry Orders

The system will retry the order after one minute for at least three (3) tries.

If the phone number being searched for is not found five (5) times, the number will be removed from the order.

The system will notify the internal team if a DID Order cannot be placed after three (3) attempts.

Area Codes

We do not replace the exhausted Area Codes when placing the order.

  • If there are no DIDs found in a particular Area Code when processing the order, the system will attempt to use DIDs from the overlay Area Codes.
  • When processing the ORDERING order:
    • The DID will be taken from an overlay Area Code if the requested Area Code is not available.
      • If none of the overlay Area Codes are available, the system continues with the original retry logic and then removes the DID from the order.

Access DID Order Logs

This new page displays the DID Orders that have been placed and for what ACID List.

This page will help Admins determine what orders the system has placed and decide whether to turn off the automation or purchase more DIDs.

1.) Click the Reports main menu.

2.) Click the DID Order Logs option.

The Manage DID Order Logs page will open.

Open Manage DID Order Logs.png
  • The Filter By and Order By options are the same for both drop-down menus:
  • Filter and Order By:
    • Created By
    • Order ID
    • Order Type
    • Total Number of DID
DID Order Logs - Filter by and Order by.png

The table below the filters will display the DID Order with the following information:

  • Order ID
    The number assigned by the system to identify the order.
  • Order Type
    The kind of order that was placed.
  • Total # of DIDs
    The number of DIDs in the order.
  • ACID List
    The name of ACID List the DIDs are in.
  • Created By
    System automated or User initiated.
  • Created At (PST)
    Date and Timestamp for when the order was placed.
DID Order Logs Table.png

 

 

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