Start Scheduled Outbound Session

Yes! You have successfully accessed the Calendar. Start your Scheduled Session!

Overview

• A Scheduled Session is a pre-planned meeting or collaboration session with specific start and end date and time.

• Users can schedule sessions in advance and invite participants.

Use Cases

• On-boarding Customers

• Team meetings

• Training sessions

• Webinars

• Client presentations

Benefits

• Effective time management

• Improved attendance and participation

• Clear communication and agenda setting

Starting Scheduled Session

Accessing the Scheduling Feature

• Navigate to the DC calendar page

• Look for any available scheduled session or create one

Setting Session Details

• Click on 'Create Schedule' or hover your mouse to your desired date to create

• Enter primary session details, including name, title, date, time, and mobile number

• Select the preferred channel: SMS or email

Inviting Participants

• Click on the "Add" button upon creating a schedule

• Participants receive a notification invitation with the scheduled session details

• Participants receive another invitation when the user started the session

Starting a Scheduled Session

• Select the scheduled session you want to be started

• Press the "Start" button to continue

• Wait for the customer to connect

Joining Instructions

• Participants can join by clicking the provided link received via SMS or email

• No application is needed to download

• Provide the PIN to connect to your participants

Getting Connected

• Explore the Digital Connect controls and features

Ending the Session

Concluding the Discussion

• The User can conclude the session by announcing the end of the discussion.

• Ensure all important points are covered before ending.

Collecting feedback from the Participants

• Encourage participants/customers to provide feedback after the session.

• Use feedback to improve future Scheduled sessions.

Note: Before the DC outbound session creation, ensure the customer you would like to connect with is on the line with you, you could have an initial phone call to brief them accordingly. Let's say the customer agreed to connect with you digitally on this platform, then stay on the line until you get connected digitally.

Tips.

Overdue sessions are sessions with passed dates. Starting an overdue session is allowed.

You are not allowed to Start a scheduled session, if it is assigned to someone else.