Mandatory & Extra Fields in a List

In Talkdesk Dialer™, you can upload record lists via API (Application Programming Interface) or through a CSV. 

When you’re uploading a record list, you need to insert information in the mandatory fields, and you can also insert information in the optional fields.  The objective of the optional fields is to give agents and dialing strategies more information about a record. Ignoring the mandatory fields will make a record invalid and unable to be dialed by the dialer.

Tip: To know everything about how to upload a list, please consult our Uploading a List article.

Below is the list of all possible fields you can add to your CSV or API, including whether they are mandatory, and the respective description:

Fields

Mandatory?

Description

First name

Yes.

The record’s first name. 

Last name

Yes.

The record’s last name.

Mobile

At least one phone number type is required per record (Mobile, Home, Office, Extra 1, Extra 2 or Extra 3)

The record’s mobile phone number.

Home

At least one phone number type is required per record (Mobile, Home, Office, Extra 1, Extra 2 or Extra 3)

The record’s home phone number.

Office

At least one phone number type is required per record (Mobile, Home, Office, Extra 1, Extra 2 or Extra 3)

The record’s office phone number.

Extra 1

At least one phone number type is required per record (Mobile, Home, Office, Extra 1, Extra 2 or Extra 3)

The record’s extra 1 phone number.

Extra 2

At least one phone number type is required per record (Mobile, Home, Office, Extra 1, Extra 2 or Extra 3)

The record’s extra 2 phone number.

Extra 3

At least one phone number type is required per record (Mobile, Home, Office, Extra 1, Extra 2 or Extra 3)

The record’s extra 3 phone number.

External ID

Just if duplicated records are removed based on External ID and Provider.

Any external ID defined by the customer (example: contract number). 

External Provider

Just if duplicated records are removed based on External ID and Provider.

The External Provider used by the customer (example: Salesforce). 

Timezone

No, but it’s recommended.

The record’s timezone. You can check all available time zones by clicking here.

Priority

No.

The record priority for dialing. 

Record priority allows you to give a higher or lower priority to a record within a list, to determine when it’s going to be called by the dialer. The priority goes from 10 (highest priority) to 1 (lowest priority). Note: By default, if the priority is not defined, records inserted via CVS have priority 5, and records via API have priority 11.

Extra fields

No.

These extra fields can be any field that the campaign manager wants to show agents when they’re talking to a record. The extra fields will be displayed in Conversations, and allow agents to have a better context about whom they are talking to. It’s possible to add multiple extra fields.

 Note: In the csv, if you add more than one column with the same header, only the last one will be considered.

After uploading a list to the Talkdesk Dialer, you will see it on the following screen:

extra_fields_1.png

 

If you click the “Open in New Window” icon, on the right side of the screen, you will see the extra fields:

extra_fields_2.png

If you have doubts about CVS configuration, please click here.

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