Set Up Calling Lists

You can create and upload a calling list manually, or you can work with your NICE CXone account manager and Professional Services to enable Proactive XS. Proactive XS uses Studio scripts to automatically pull contact information from your CRM. After Personal Connection (PC) dials calls, send texts, or sends emails, the Studio scripts check the contacts back in to the CRM with the interactions and interaction attempts recorded.

While not a mandatory part of the setup process, you can set up automatic rules for deleting or expiring calling lists, which helps limit the storage requirements of your organization and prevents additional billing for extra storage.

Create a Calling List

1. Open a spreadsheet editor or plain text editor.
2. If you're using a text editor, decide whether to separate the values with commas or tabs.

3. If you want to create headers for your columns, which can help with automatic field mapping when you upload the calling list, enter the column names in the top row. Include columns for at least an external identifier and a phone number for a Proactive Voice or Proactive SMS calling list and an external identifier and an email address for a Proactive Email calling list.

   Learn more about the system fields you can map to

   Field	Details
   External ID	Required. An alphanumeric string that is the unique identification of the record.
   Score	A relative numeric value you can use to sort records a certain way. For example, if you want PC to dial one record before another, you could give the first record a Score of 1 and the second record a Score of 2 and sort the calling list by score.
   Customer Field 1 and 2	A numeric value you can use for any purpose. For example, it could be an alternate record ID or an amount due. These fields are not a method for creating custom fields in the agent application. To do that, configure the Custom Display fields in List Management PC skill parameters.
   Caller ID	The phone number you want to display as the caller ID for this contact. The number here replaces the default caller ID value set in the skill. This number can be a 10-digit number, NANP format, or E164+ phone numbers. You are required by law to display a valid phone number that contacts can use to reach you.
   Priority	A boolean value that indicates whether the record is a priority record.
   Compliance Required	A boolean value that indicates whether the record requires compliance handling.
   Time Zone	The time zone of the contact. You can use either the full name or the list of approved abbreviations for the time zone. AFT — Afghanistan Time AKST — Alaska Standard Time AST — Atlantic Standard Time ACST — Australian Central Standard Time AEST — Australian Eastern Standard Time AZOST — Azores Summer Time CVT — Cape Verde Time AMT — Caucasus Standard Time CST — Central Standard Time BTT — Bhutan Time BST — British Summer Time CET — Central European Time CEST — Central Summer European Time SBT — Soloman Islands Time BIT — Baker Island Time (Dateline) EAT — East Africa Time EAST — Easter Island Standard Time EEST — Eastern European Summer Time ESAST — E. South American Standard Time EST — Eastern Standard Time EET — Eastern European Time EGST — Egypt Standard Time YEKT — Yekaterinburg Time FJT — Fiji Time GMT — Greenwich Mean Time GNST — Greenland Standard Time GST — Gulf Standard Time HST — Hawaiian-Aleutian Standard Time IST — Indian Standard Time IRST — Iran Standard Time IST — Israel Standard Time KST — Korea Standard Time MYT — Malaysia Time MST — Mountain Standard Time MMT — Myanmar Standard Time NCAST — N. Central Asia Standard Time NPT — Nepal Standard Time NZST — New Zealand Standard Time NST — Newfoundland Standard Time KRAT — North Asia Standard Time IRKT — North Asia East Standard Time PST — Pacific Standard Time PSAST — Pacific SA Standard Time RST — Romance Standard Time MSK — Russian Standard Time SAEST — SA Eastern Standard Time SAPST — SA Pacific Standard Time SAWST — SA Western Standard Time SMST — Samoa Standard Time THA — SE Asia Standard Time SAST — South Africa Standard Time SLT — Sri Lanka Standard Time TIST — Taipei Standard Time TAST — Tasmania Standard Time TST — Tokyo Standard Time PHOT — Tonga Standard Time VLAT — Vladivostok Standard Time AWST — W. Australia Standard Time ECT — W. Central Africa Standard Time WET — W. Europe Standard Time PKT — West Asia Standard Time WPST — West Pacific Standard Time YAKT — Yakutsk Standard Time
   Preview Required	A Boolean value that indicates whether the record requires preview handling. This setting will be ignored when Deliver Numbers Serially is enabled in the PC skill or when the record is being delivered as a callback.
   Agent	Requests a specific agent to speak with the contact. The value is the agent ID.
   Override Finalization	A boolean value overriding the system finalization reason. Use it to upload a record that was previously finalized and continue dialing it. If you map this column and set a contact record to False and any previous final outcomes exist for the record on this skill, PC rejects the record. If you don't map an Override Finalization column, you can override finalized records by re-uploading them as long as the record was finalized more than two hours ago. If you upload a record that was finalized less than two hours previously, PC rejects the record. Overriding finalized records can corrupt reporting. If you want to place additional calls as a follow-up to a previous interaction, you should upload the record to a new skill and manage it as a new interaction effort.
   Call Request Date/Time	The date and time when PC begins delivering a scheduled callback to a skill or agent. The field contains both the date, time, and time zone in the following format: MM/DD/YYYY HH:MM:SS [-H:MM|Z]. For more information, see Upload Timed Call Requests in a Calling List.
   Call Request Stale Minutes	The number of minutes after the Call Request Date/Time that PC continues to try to deliver a call request before retiring it. After the stale time expires, PC finalizes the record and no longer attempts it. For more information, see Upload Timed Call Requests in a Calling List.
   Expiration Date	The date and time when the contact record expires. PC ceases all attempts to reach the contact after the specified date and time. This is an optional field that overrides the expiration date configured for the skill and the Batch Expiration Date configured for this calling list. For more information, see Set an Individual Record Expiration.
   Start Time	The number of minutes after midnight PC begins dialing the record. For example, if you want PC to begin attempting the record at 8:00 AM in a record's respective time zone, set the value in the calling list to the value of 480. If you map this field to a calling list, PC ignores the default start time for any applicable records.
   End Time	The number of minutes after midnight the dialer stops dialing the record. For example, if you want PC to stop attempting the record at 12:00 PM in a record's respective time zone, set the value in the calling list to 720. If you map this field to a calling list, PC ignores the default end time for any applicable records.

4. Enter the data for each record in its own row.

5. Save the file with the file extension XLSX, XLS, CSV, or TXT.

Create Custom Fields

Create custom fields to map columns from your calling list to fields that are not hard-coded in the system. System fields include address, agent, call request date/time, call request stale minutes, caller ID, city, compliance required, confirmation required, customer field 1 and 2, expiration date, external ID, first name, last name, notes, override final statuses, phone number, priority, score, state, time zone, and zip. See Filter Calling Lists for details about what each of these fields is for.

These instructions cover any custom field types besides phone numbers (voice or SMS) and email addresses. For instructions for creating those types of custom fields, see Create Custom Phone Number or Email Address Fields.

1. Click the app selector and select ACD.

2. Go to Lists > Custom Data Definitions.

3. Click Create New.

4. Enter a Field Name. Don't give a custom field the same name as a system field. If you plan to make the field visible to agents, make the name readable by adding spaces. If you're using this field as a script variable, you cannot use spaces. If you want the field to be both a script variable and visible to agents, you can use underscores to improve readability or create two mappings to the same field.

5. Select a field Type.

6. If you want to set a default field value and your selected Type supports it, enter the Default value. The value you entered applies to all records that don't specify a value for that field.

7. If your selected Type supports it and you want to prevent the system from assigning a default value to contacts without an assigned value for the field, select Value Required.

8. Click Add.

Create Custom Phone Number or Email Address Fields

The hard-coded system fields include 1 phone number field and no email address fields. If you're including an email address or more than one phone number for each record in the calling list, you must create custom fields for the email address and each additional phone number.

1. Click the app selector and select ACD.

2. Go to Lists > Custom Data Definitions.

3. If you're creating a new phone or SMS field and want to have associated caller ID, compliance, attempts, description, start time, or end time fields, create those fields first. The associated fields have the following requirements:

   Field	Requirements
   Caller ID	Value StringType
   Compliance	BooleanType
   Attempts	IntegerType
   Description	IntegerType
   Start Time	IntegerType. This setting overrides the default value if you set one.
   End Time	IntegerType. This setting overrides the default value if you set one.

4. Click Create New.

5. Enter a Field Name and select the Phone, SMSPhone, or Email Type.

6. If you created an associated caller ID, compliance, attempts, description, start time, or end time field to apply to this field, select them in their respective fields.

7. If you're creating a Phone or SMSPhone field and you want to set default allowable time ranges for calling or sending SMS messages to contacts, use the Contraints fields. You can create different windows for weekdays and weekends, and each can have multiple time ranges. Because these constraints set the default calling time ranges, the constraints you specify are overridden by values of Start Time and End Time, if you set up related fields.

8. Click Add.

Upload Calling List

If you're re-uploading a calling list after making critical updates, stop the associated ACD skill. Restart the ACD skill when you're done uploading calling lists.

1. Click the app selector and select ACD.

2. Go to Lists > Calling.

3. Read the compliance agreement and click Accept to continue.

4. Enter a List Name. Select the PC ACD skill that you want to dial these contacts from the Skill drop-down. In Select File, browse files to find and select the calling list you want to upload or use. Configure any optional fields as needed.

   Learn more about fields in this step

   Field	Details
   List Expiration Date	The date the calling list is removed from CXone. This setting doesn't affect the expiration of the individual records in the list. To set the expiration date for the records in the list, use the Batch expiration date field in the next step of the upload wizard.
   Start Skill When Completed	The Skill you selected starts automatically when CXone finishes processing the calling list.

5. Click Next.

6. If you used the first row of your calling list to label the columns, select the Header checkbox. Use No time zone found? to specify whether you want records without a time zone to be rejected or have a certain time zone applied to them. If you want to set a record expiration date for all records in the calling list, set the date in Batch expiration date.

   Learn more about fields in this step

   Field	Details
   No Time Zone Found?	The action CXone takes if it can't use calling list data to map a time zone to the record. CXone checks the record first for a time zone, then a zip code, then a city and state, and finally the area code of the primary phone number. If CXone can't match a time zone to the record, it takes the action you specify here:  Reject — Removes the record from eligibility for dialing. Select time zone — Attaches a default time zone to the record. Use the drop-down to select the default time zone. If you live outside of North America, or if you believe the automatic time zone mapping won't work for your calling list, designate the appropriate time zone for each record on your list. See Time Zone for a list of time zone abbreviations and full names.
   Batch Expiration Date	The default date when records in this calling list expire. You can specify expiration dates for the individual records. For details, see Set an Individual Record Expiration.
   Header	When selected, CXone uses the first row to try to map your fields for you in the Map Data Fields section. If you don't select the checkbox, the first row is a record and you must map all of the fields manually.

7. Click Next.

8. If it's not already done for you, map your phone numbers and email addresses in Map Destinations. Add and remove destinations as needed.

   If you map a phone field to a specific ACD skill, it appears under the cadence options for that skill. If you don't want to include a specific phone number in the Maximum Attempts or cadence calling order, don't map those phone number to fields. Once you map the field, you can't remove it from the cadence settings.

9. Verify the fields in Map Data Fields are correctly mapped to your calling list. Correct any errors.

10. If you're using custom fields, verify the fields in Map Custom Data are correctly mapped to calling list and correct any errors.

11. When the file upload begins, the calling list upload wizard displays the progress and the number of records that loaded successfully and unsuccessfully. You can leave this page and check the progress later in the Process Queue page in CXone. When processing is complete, you receive an email detailing the result of the upload.
12. If you want to upload additional calling lists, click Upload New and repeat the steps in this process. If you are finished uploading calling lists, click Done.
13.  If the calling list contains invalid records, resolve the errors:

    1. Click Download Link in the warning box that appears.

    2. Open the file to view the problems with the upload.

    3. Fix the problem in the calling list and save it.
    4. Upload the updated file.

Filter Calling Lists

Filters restrict records in your calling list so only records matching certain criteria are attempted. They apply to all calling lists associated with an ACD skill Used to automate delivery of interactions based on agent skills, abilities, and knowledge. Filters apply to uploaded lists that result from the Proactive XS Create Prospects v2 action in Studio.

Filtering, do not call (DNC) lists, and call suppression are similar tools that should be used for different situations. The following list highlights the unique differences between these 3 features:

• Call Suppression — intended to suppress calls to entries of a calling list based on unique criteria in the calling list (not specifically a phone number). You can set a unique disposition for a call suppression record to indicate the purpose of the call being suppressed. This feature includes a start and end date for the call to be suppressed, and is intended to suppress calls for the duration of a campaign (or longer). For example, if an organization lost licensing for the state of New York, they could suppress calls to New York until re-establishing their licensure. Any suppressed call could be dispositioned with a unique "NYLicenseLapse" disposition.
• Do Not Call (DNC) List — used to stop calls to a specific phone number. DNC lists are intended to be permanent solutions for contacts who request not to be contacted.
• Filtering — intended to filter certain calling list entries within the scope of a campaign. For example, if an organization wanted to increase productivity to hit a monthly quota early in a campaign, they could temporarily filter out low-probability prospects to focus on high value prospects. The organization still intends to contact low-probability prospects, but not necessarily right now. Another common situation for filtering is for severe weather impacts, such as tornadoes or hurricanes.

You configure each filter statement individually based on one operand. You can configure multiple statements to create a more complex filter. Each filter statement builds upon the last with an unspecified 'and'. While the filtering tool doesn't support 'or' between statements, you can use the In operator to produce a similar result as explained in the following steps.

1. If filtering isn't already enabled for your tenant, enable it.

   1. Click the app selector and select ACD.

   2. Go to ACD Configuration > Business Units.

   1. Click Edit in the Details tab.

   2. In the Outbound Strategy section, select Enable Filtering.

   3. Click Done.

2. Click the app selector and select ACD.

3. Go to Contact Settings > ACD Skills

4. Click the skill you're modifying to open it.

5. Click the Parameters tab.

6. Click Configure or Edit for the Filter section.

7. Select the Active checkbox.

8. Select or clear the Exclude Priority Records and Exclude Callback Records fields as needed and choose an Apply Option.

   When the dialing queue pauses or resets due to your selected Apply Option, agents receive a notification that says "Please Wait — The system is identifying the best records to call."

   Learn more about fields in this step

   Field	Details
   Exclude Priority Records	The filter doesn't apply to records with a priority Skill-based designation of the importance of contacts that determines delivery order. flag.
   Exclude Callback Records	The filter doesn't apply to records marked as callback Holds a customer's place in queue and automatically calls the customer when they move to the front of the queue..
   Apply Option	How you want this filter to affect the dialing queue when you click Apply. The options are:  None — The filter applies to new records as they're uploaded, but it doesn't affect the existing dialing queue. Stop skill until filter is applied — The skill stops while the filter is applied to the existing records and the dialing queue is regenerated. Do not feed queue until filter is applied — No new numbers are added to the dialing queue until the filter is applied to it. After that, all records added to the dialing queue have the new filter applied. Flush queue immediately — The queue empties and the dialing queue starts fresh with the filter applied.

9. If you want to use filters from another PC skill, click Copy From Another Skill. Select the skill you want to copy filters from and click OK.
10. To add a new filter condition, click Add Condition.

    1. From the Column drop-down, select the mapped calling list field that you want to use to filter the calling list .

    2. Select the Operator you want to use to compare the selected Column to a value.

    3. Enter or select the Value you want to compare with the Column you chose.

       If you upload a calling list without specifying record values for a system field, the records receive the default values. When you filter by that system value, the filter considers that default value for those records.

    Learn more about fields in this step

    Field	Details
    Column	The calling list field that filters the list. It can be a system field or a custom field. System fields include: Address — String value. The default value is a blank string. Agent — String value. The default value is a blank string. Call Request Date/Time — Supports a date value. The default value is null. Call Request Stale Minutes — The maximum number of minutes after the Call Request Date/Time a call should be attempted. Together, Call Request Stale Minutes and Call Request Date/Time create a calling time range. Supports a decimal value. The default value is 0. Caller ID — Supports a string value. The default value is a blank string. City — Supports a string value. The default value is a blank string. Compliance Required — Whether the record requires compliance handling. Supports a boolean value. The default value is false. Confirmation Required — Whether the record requires agents to manually accept the call prior to dialing. Supports a boolean value. The default value is false. Customer Field 1 and Customer Field 2 — A number that can apply to any custom field your organization wants to use. Supports a decimal value. The default value is false. Expiration Date — The date and time when contact record expires and no more attempts are made on it. Supports a date value. The default value is null. External ID — Supports a string value. The default value is a blank string. First Name — Supports a string value. The default value is a blank string. Last Name — Supports a string value. The default value is a blank string. Notes — Supports a string value. The default value is a blank string. OverrideFinalizationStatuses — Overrides the system finalization reason. Supports an integer value. The default value is 0. Phone Number — Supports a string value. The default value is a blank string. Priority — Supports a boolean value. The default value is false. Score — A relative numeric value you can set to sort records in a custom way. If you set one record to 1 and another to 2, the record set to 1 receives a call before the record set to 2. Supports an integer value. The default value is 0. State — Supports a string value. The default value is a blank string. Time Zone — Supports a string value. The default value is a blank string. Zip — Supports a string value. The default value is a blank string.
    Operator	How the Column relates to the Value. The list of options changes based on your Column selection. A record is added to the dialing queue if: Equal — Column is the same as the Value. For example, if Column is Last Name and Value is Johns, the filter accepts Johns and excludes Johnson. Not Equal — Column is not the same as the Value. For example, if Column is Last Name and Value is Johns, the filter accepts Johnson and excludes Johns. Greater than — Column has a greater numeric value than the Value. Greater than or Equal — Column has the same value as or greater value than the Value. Less than — Column has a lower numeric value than the Value. Less than or Equal — Column has the same value as or lower value than the Value. Like — Column is similar to the value of Value. Contains — Column contains the value of Value. For example, if Column is Last Name and Value is mit, the filter accepts Smith and Mithoff but excludes Johnson. Starts with — Column begins with the value of Value. For example, if Column is Last Name and Value is Johns, the filter accepts Johns and Johnson and excludes Smith. Ends with — Column ends with the value of Value. For example, if Column is Last Name and Value is son, the filter accepts Johnson and excludes Johns and Smith. Not Like — Column is not similar to the value of Value. Not Contains — Column does not contain the value of Value. For example, if Column is Last Name and Value is o, the filter would exclude Johnson and accept Smith. Not Starts with — Column does not begin with the value of Value. For example, if Column is Last Name and Value is Johns, the filter accepts Smith and excludes Johnson. Not Ends with — Column does not end with the value of Value. For example, if Column is Last Name and Value is mith, the filter accepts Smith and excludes Johnson. In — Column matches any of the values of Value. In supports 'or' logic between statements. For example, if you set Column to State, Operator to In, and Value to 'UT','NY','CA', then the filter would accept only records where the contact's state is one of Utah, New York, or California. Not in — Column doesn't match any of the values of Value. Not In supports 'or' logic between statements. For example, if you set Column to State, Operator to Not In, and Value to 'HI','AK', then the filter would accept all records where the contact's state is not Hawaii or Alaska.
    Value	The value you're matching against the Column.

11. Click Preview. A pop-up displays the number of records that remain in the queue if you apply the filter.

12. Repeat the process to add any other filters you want to apply to the dialing queue. Remember that filters have 'and' behavior, so all filters apply to the list at the same time.

13. Remove filters you no longer want to apply by clicking the remove icon to the left of the filter.

14. Click Apply.

Sort Calling Lists

By default, PC sorts calling list records in the following order:

1. Callbacks Holds a customer's place in queue and automatically calls the customer when they move to the front of the queue.
2. Priority Skill-based designation of the importance of contacts that determines delivery order.-flagged records
3. Fresh records
4. Non-fresh records, such as retries

You can sort the calling list based on custom criteria.

1. Click the app selector and select ACD.

2. Go to Contact Settings > ACD Skills.

3. Click the PC ACD skill Used to automate delivery of interactions based on agent skills, abilities, and knowledge you want to modify.

4. Click the Parameters tab.
5. If you are sorting the calling list for a Proactive Voice or Proactive SMS skill and want to add or remove fresh, non-fresh, or callback records from your calling list, select or clear the corresponding checkboxes in General Settings. To do so:
   1. Click Edit in the General Settings parameters.
   2. To add or remove callbacks, fresh records, or non-fresh records, select or clear Load Callbacks, Load Fresh, or Load Non-Fresh, respectively.
   3. Click Done.

6. Click Edit in the List Management parameters.

7. Add new sorting criteria by clicking Add under List Ordering Options. When the Add List Order Type form appears, select an Order Type from the drop-down. Specify whether you want the list to sort in ascending or descending order according to the order type with the Sort Order. Click OK.

   Learn more about fields in this step

   Field	Details
   Order Type	The category you want to use to sort calling list. You can choose from the following: Attempts — Number of times the record has been dialed. Preview Required — Whether the record requires the agent to manually accept the call before dialing. Compliance Required — Whether the record requires compliance handling. Created Date — Date and time of the record's creation. This is the only configured order type by default. Customer Field 1 — Data in the field you specified for Display Field 1 in Agent UI Displayed Fields. Customer Field 2 — Data in the field you specified for Display Field 2 in Agent UI Displayed Fields. Score — The relative numeric value you gave the record compared to others. Priority — Whether or not records have been flagged for priority handling. Random — Random. This is applied to all order types as the last criterion unless you select six criteria. External ID — External IDs assigned to the records. Contact Source — List source designation assigned during the upload.
   Sort Order	Whether the records are sorted in ascending (Asc) or descending (Desc) order.

8. Remove any sort criteria you no longer want to use by selecting the corresponding checkbox and clicking Delete.

9. Use the up and down arrows to prioritize the sort criteria.

10. Click Done.