Managing Consent

How to check for consent before making an outbound call.

1. In the Outbound Policy, add an Action container between the Outbound Numbers and Connect Call containers.

2. Select Query Object from the Apps.

3. Select the record type of your choice, such as Contact or Lead.

4. In filter results, select the phone fields you want to query on, such as Business Phone or Mobile Phone.

   1. Populate the value with $(E164CalledNumber)

   2. Optional: You can add additional phone number fields by selecting Add Fields (OR).

5. Select Add Fields (AND). Add in “Do not call” or your custom consent field. Set the value to “true”.

   

6. Optional: At the bottom of the query container, update the Order by field to fit your needs.

7. All records that have a matching phone number and have “do not call” checked will flow through the positive path.

   1. Optional: You can add in a speech container alerting the agent that the call will not be placed due to the lack of consent.

8. All records that do not match will flow through the negative path. These calls should flow through to the Connect Call container, dialing out to the requested phone number.

9. Click Save.