Bulk Activate CallScore

This feature is included in the Conversation Intelligence plan. Use our help article to see or change your pricing.

Bulk configuring CallScore allows you to update the CallScore feature for multiple companies in your account at one time. It also allows you to set up an automatic configuration for new companies in your account. 

Getting Started

Call recording will need to be enabled for tracking numbers that use CallScore. CallScore messages can only be read in English (US).

Learn how to enable call recording for your tracking numbers

Activate CallScore for Multiple Companies 

Bulk configure CallScore to quickly change settings in multiple companies and apply a configuration for all future companies in your account. 

  1. Click the Settings icon on the left navigation bar.

  2. Choose the company you'd like to access.

  3. Click Workflow at the top of the page.

  4. Choose CallScore from the Automation header on the left.

  5. Select the companies where you'd like to activate CallScore by clicking the checkbox to the left of their name.

  6. Choose All Future Companies if you'd like the configuration to automatically apply to any new companies in your account. 

  7. Select Configure

  8. Choose to score all calls or score specific calls. 

  9. If you choose to score specific calls, choose the criteria for calls that will be scored by clicking on the drop-down menu underneath the column for that criteria.

    Screen_Shot_2018-12-05_at_9.02.58_AM.png

  10. Once you've chosen your configuration, select Activate in the summary report. These configurations will overwrite any previous configurations in your account. 

    Screen_Shot_2018-12-05_at_9.03.56_AM.png

Disable CallScore for Multiple Companies

You can also bulk disable CallScore for multiple companies in your account. 

  1. Click the Settings icon on the left navigation bar.

  2. Choose the company you'd like to access.

  3. Click Workflow at the top of the page.

  4. Choose CallScore from the Automation header on the left. 

  5. Select the companies where you'd like to disable CallScore by clicking the checkbox to the left of their name.

  6. Select Configure

  7. Click Disable to remove these features from your selected companies.
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