IVR Robo Quick Start

Robo Call IVR projects are now the standard project template for Robocalls.

To create a new PO (Purchase Order) in COS:

Log in to COS and select "Project".

1. Click "New Project".
2. Choose the "Client" and enter the "Project Name".
3. Select "Robo Call IVR" as the Project Template, then click "Create New PO".

General Info:

1. Select the "Start Date" and "Start Time".
2. Select the "Stop Date" and "Stop Time".
3. Select the "State" and enter the "Caller ID".
4. Click "Save".

Upload The Data:

1. Click "Campaign Data" and choose "Upload Campaign Data".
2. Drag and drop or select the data file to be uploaded, then click "Upload".
3. Choose the appropriate "List Processing" type and ensure the Phone, Name and ID fields are correctly mapped.
4. Click "Save and Next".

Scrub The Data:

1. Select "Campaign Database" and click "List Scrub".
2. Choose "Mark Cells as Wireless" and click "Run Action".
3. Choose "Mark Litigator Numbers as Status DNC" and click "Run Action".
4. Choose "Delete Wireless Numbers" and click "Run Action".

Entering The Script:

1. Click "Script" and then "Add Live Text Step".
2. Copy/paste or type the script into the "Play Text" field and click "Add Text".
3. Click "Add Response", enter the "Response", and set the appropriate "Skip Logic".
4. Refer to the client or project manager to input the correct opt out number.
5. Copy/paste or type the script for the closing, then click "Save and Review".

Robo Setup:

1. Click "Robo Setup" and choose a voice in "Text to Speech Voice".
2. Click "Test Send", enter a test number, and click "Place Test Call" to confirm the setup.
3. Ensure the Start Date and Start Time are accurate in "General Info", adjusting for Eastern Standard Time.
4. Click "Queue to Send" to finalize the setup.