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Working with PDS campaigns

A PDS campaign is a dialing campaign that uses agents to call customers. Agent campaigns are useful if you not only need to convey information to customers, but also to answer questions or provide clarifications.

PDS campaigns can work in one of the following modes:

  • Predictive campaign — is based on the statistical analysis of outcomes of most recent dialing attempts. In this mode, the system “knows” the average duration of a conversation between an agent and a customer, the number of agents, average dialing time, etc. and dials a customer before an agent is available.

  • Progressive campaign — is based on the agent availability analysis. The system automatically dials numbers from contact lists and connects successful call attempts to available agents.


This functionality is only available upon request. Please, contact the Voximplant Kit sales team for details.

See Available Roles


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Defining the PDS campaign general settings

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Let us configure your first PDS campaign.

  1. Log in to your Voximplant Kit account.
  2. On the left sidebar, select Outbound and click the PDS campaigns tab.
  3. Click Create campaign.
  4. Select the General tab to configure the general settings of the campaign.
  5. Enter the name of your campaign in the Campaign name field.
  6. Select the default caller ID from the Caller ID drop-down list. A Caller ID can be a phone number you bought and verified in Voximplant Kit, a custom phone number, or an external number.
  7. In the Add users section, select the users you want to add to the campaign.
Enter the campaign name and add users
  1. In the Call details section, define your PDS campaign: Predictive or Progressive.
  2. Depending on the campaign type, set up the pace of placing calls to agents:
  • For a predictive PDS campaign, configure the Abandon rate parameter that determines the pace of placing calls by adjusting the percentage of abandoned calls. It helps you control how quickly calls should be placed to keep agents busy while staying within the configured abandon rate limit. Minimun value is 1%, maximum - 99%.

Abandon rate
  • For a progressive PDS campaign, configure the Workload distribution factor that determines the pace of placing calls to each idle agent. Minimum value is 1.0, maximum - 5.0.

Workload distribution factor
  1. Enable the Agents can decline external calls switch to allow your agents to initiate the decline of external calls.
  2. Enable the Agents can end external calls switch to allow your agents to initiate the ending of external calls.
  3. Activate the Auto-answer calls switch to enable automatic connection of agents to customers.
  4. Enable the Voicemail detection switch if you want the system to detect customers’ voicemails and automatically end the call.
Call details
  1. In the Dial-up time field, specify how long agents should keep calling a contact before moving on to the next one.
  2. Enable the Outbound call recording switch if you want the system to notify a customer that their call is being recorded.
  • Select the notification type: text-to-speech, audio record, or no notification.

  • Specify how long the recording is available in the call history section.

  1. Enable the After service time limit switch if you want to limit the time agents spend on post-call activities required after they end the phone conversation, including recording data and marking the call outcome. When this time is up, the agent’s status changes from after service to ready.
Define the call processing settings
  1. Enable the Use a wrap-up codes set switch if you want agents to label the outcome of their calls after interaction with a customer. Then select the wrap-up codes set from the drop-down list.

If the selected wrap-up codes set contains the Add to DNC list wrap-up code, the system prompts you to bind a DNC list.

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Add wrap-up codes
  1. Enable the Use tags switch to allow the campaign agents to use tags for conversations' classification. All tags added in the settings are available for the campaign agents in their Workspace.
  2. Enable the Use topic set switch to allow the campaign agents to use a topic set for conversations' classification.
  3. Select a topic set from the drop-down list.

A PDS campaign can only have one topic set assigned. The assigned topic set is then available for the campaign agents in their Workspace. When you select another set, it automatically replaces the previous one.

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Conversation processing settings
  1. You can bind a DNC list to your PDS campaign. Search for and select the one(s) you need from the drop-down list. The selected DNC list(s) filters out the contacts that do not want to receive calls within the campaign. Note that the system automatically adds the DNC list you have already bound in step 17 to your selection.

Global DNC lists, if any, automatically apply to all uncompleted campaigns.

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Assign DNC lists

Configuring scheduling parameters

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  1. Go to the Schedule tab.
  2. Enable the Start campaign switch to set the date and time when your campaign should start calling customers. Otherwise, the campaign starts calling customers immediately after you launch it.
  3. Enable the End campaign switch to set the date and time when the campaign should stop calling customers. When deactivated, Voximplant Kit continues calling customers until it reaches the limit of attempts pre-defined for each phone number.
  4. Enable the Working hours switch to configure the time when your campaign calls customers. The system uses customers’ local time. If you disable the switch, Voximplant Kit calls customers 24/7.

Local time is calculated according to the {{UTC}} parameter in your .xlsx file.

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  1. In the Number of attempts and interval field, select how many times agents should dial each customer from your contact list. If the campaign fails to reach a customer within the specified number of attempts, the customer is labeled unsuccessful in the campaign statistics.

In the Set the interval between attempts fields, define the period between call attempts to the same customer.

Define scheduling parameters

Uploading contacts

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  1. Select the Contact details tab.
  2. Select the checkbox to confirm the legality of processing the uploaded data.
  3. Upload or drag and drop the contact list in .xls or .xlsx format. You can also select the template if needed.

PDS campaigns can call several contact lists.

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Upload a contact list
  1. After you upload the contact list, map variables from the scenario with the columns from the uploaded list.

When using a .xls template, you sometimes need to add extra columns to the file. Add the required columns to your originating file and upload the file to the system. Then while mapping the variables, add the missing ones for the extra columns in the Variable field and press Enter. The system adds this data to the contact list.

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Map variables
  1. Select the Show excluded columns checkbox if needed.
  2. If you do not specify the timezone in your contact list, the system enables the timezone setup function after you map the variables. Set the timezone if needed.
  3. Click Create.

Storing PDS campaigns

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Voximplant Kit allows you to arrange PDS campaigns in folders and make them more accessible to the team.

  1. Select the campaign, click the More options icon, and select Move.
  2. Select the folder you need in the Move campaign to… window.
  3. Click Move to.
  4. If you do not have any folders yet, click Create new folder in the same window.
  5. Enter the folder name and click Create.
  6. Select the newly created folder name.
  7. Click Move to.
Move the campaign to a folder

To edit or delete a folder, click the corresponding icon next to the folder name.

Managing PDS campaigns

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After you create a campaign, you can view or edit it anytime you need.

On the PDS campaigns tab, you can review your campaigns. You can select to retrieve All, Ongoing, Draft, or Completed campaigns. You can also view the campaigns stored in a specific folder.

  1. Select the campaign and click the More options icon. The following options display::
  • View call history — Review the call history of your campaign

  • View report — View or download the campaign report

  • Edit — Edit the campaign parameters

  • Upload contacts — Add more contacts to the campaign

  • Add agents — Add more agents to the campaign

  • Move — Move the campaign to a specific folder

  • Pause — Suspend the campaign

  • Stop — Terminate the campaign

  • Stop and delete — Terminate and delete the campaign

The options may differ depending on the campaign status.


View detailed information on the options later in this article.

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  1. Expand the uploaded contact list to review the details. Next to each contact list, you can view the actual status.
View the contact list details
  1. Click the More options icon next to the list name and select one of the actions you want to perform:
  • View

  • Download

  • Cancel

Viewing the campaign history and reports

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You can review the history of each call made within your PDS campaign.

  1. Select the campaign, click the More options icon, and select View call history.
  2. Review the requested data in the window that opens.
  3. Expand any call to see its details.

You can download call history in .xls or .csv format.

Review the call history

You can also view the report of a completed campaign.

  1. Select the campaign, click the More options icon, and select View report.
  2. Review the call details, such as attempts, status, last call time, etc.
  3. Download the report in .xls or .csv format, if required.

You can also view detailed PDS campaign reports in the Reports section. For more information, go here.

Adding contacts and agents to ongoing campaigns

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If required, you can add more contacts to the ongoing campaigns.

  1. Select the campaign, click the More options icon, and select Upload contacts.
  2. In the window that opens, upload the required contact list.
  3. Map the columns and click Next.

You can add new agents to the ongoing campaigns.

  1. Click the More options icon and select Add agents.
  2. The PDS campaign agent management dialog displays the list of all agents not assigned to the current PDS campaign.
  3. Select the agents you want to assign to the PDS campaign from the left column and click the right arrow button. The agents now display in the right column.

You can assign agents to several queues or one PDS campaign. If an agent is already assigned to a queue(queues), you get a warning message that the system will automatically unassign this agent from the current queue(s).

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  1. To remove agents from the PDS campaign, select them from the right column and click the left arrow button.
Edit the number of agents
  1. Click Additional options to add comments for the removed/added agents, if required.
Additional options
  1. Click Confirm.