How is the OBD campaign different from Click ‘O’ Call in MyOperator?

How is the OBD campaign different from Click ‘O’ Call in MyOperator?

⚡Quick answer -

• Click ‘O’ Call = one-to-one, agent-initiated bridge for instant conversations.

• OBD (Outbound Dialer) = one-to-many, automated calls triggered by a campaign schedule or API. Pick Click ‘O’ Call for urgent, personal follow-ups; choose OBD for bulk, consistent outreach with optional key-press transfers.

When should I use this guide?

Read this if you need to decide which outbound feature best fits your use case (sales follow-up, reminders, marketing, surveys, OTP) and you have access to the MyOperator Web Dashboard or OBD API.

1. Feature overview

Outbound Campaign = placing outbound calls to customers. It is of 2 types:

  1. IVR-based

• Automated IVR menu drives the call flow.

• Use cases: – Auto-connect customers to Sales for a new policy briefing.

– Broadcast policy updates without live agent interaction.

  1. Peer-to-Peer

• System instantly bridges an agent with a specific customer.

• Use case: targeted OBD call linking a customer directly to their Account Manager.

2. Prerequisites & roles

Role

Click ‘O’ Call

OBD

Admin

Enable feature, set policies

Create campaigns, manage API keys

Manager

Initiate calls, view logs

Start/monitor campaigns

Call Agent

Initiate from records

View results; (start if permitted)

General requirements-

• Valid +91 phone numbers and calling credits.

• Browser pop-up permission (Click ‘O’ Call).

• API key & webhook (OBD)

• Consent for outreach; respect DND & quiet hours.

MyOperator has a dedicated panel for Outbound Campaigns (OBD Panel).

  • Campaign Execution: Campaigns are not run from the main Outgoing Campaign Section.
  • Prerequisites for Campaign Run:
    • Opt-In Proof: Proof of customer opt-in is required.

Management Approval: Management approval is necessary to run the campaign from the OBD panel.

Watch the video walkthrough

Alt text: Video demo

3. Side-by-side comparison

Aspect

Click ‘O’ Call

OBD

Primary goal

1-to-1 live talk

1-to-many automated outreach

Trigger

Manual click

API

Throughput

One call per click

Bulk, concurrent (plan-based)

Personalisation

Live agent context

IVR/TTS; transfer on DTMF

Reporting

Per-call activity

Campaign KPIs (attempts, connects, DTMF)

Best for

Demos, escalations, hot leads

Payment reminders, promos, surveys

Setup effort

Minutes

Moderate (audio, routing, schedule)

Compliance

Manual consent

Opt-in list, quiet-hour rules

4. Decision guide

  • Need a personal call right now with one customer? → Click ‘O’ Call
  • Need to reach hundreds+ with a consistent message? → OBD

Still unsure? Use OBD if:

(a) Automation via API is required.

(b) Key-press routing is okay, and

(c) Agents shouldn’t join every call.

5. Real-world scenarios

Scenario

Volume

Urgency

Integration

Best pick

Sales rep calls a hot lead

1

Immediate

CRM

Click ‘O’ Call

Payment reminders

1 000+

Scheduled

ERP / API

OBD

Webinar follow-up

50–200

24 h

CSV

OBD (route to agents)

Escalated support ticket

1

Immediate

None

Click ‘O’ Call

6. How to place a Click ‘O’ Call

  1. MyOperator panel → Call logs → open the Contact record
  2. Click Click ‘O’ Call.
  3. Select caller ID if prompted → Start.
  4. Agent and customer are bridged; talk live.
  5. Add notes/disposition on hang-up.

image.png

Alt text: click on the call button and call will get initiated

Alt text: pop for the successful call initiation

7. How to launch an OBD campaign

A. API (dynamic)

Steps to create Campaign on the Panel:

  1. Dashboard → Outbound › Campaigns › Create.

image.png

Alt text: Click on call section under the left menu of the panel

image.png

image.png

Alt text: click on Create new option at top right side of the screen.

image.png

Alt text: Select the type of campaign you want to create from Peer to Peer or IVR-based.

  1. Name campaign, upload audio / select TTS.
  2. Set schedule, retries, quiet hours, and concurrency.

image.png

Alt text: Enter the required details in the form like Name, time, and days as per the requirement. And save it

Unnamed

  1. If you select IVR-based, then fill this form mentioning the time and days of the campaign.

  1. Now, create the IVR for this campaign 


  1. You can change the campaign settings by pressing 3 dots.

Alt text: select the fix DID as shown in the screenshot and save the changes

  1. You are done with the campaign.

Now, to run the campaign, you need to hit the API.

curl --location 'https://obd-api.myoperator.co/obd-api-v1'
--header 'x-api-key: oomfKA3I2K6TCJYistHyb7sDf0l0F6c8AZro5DJh'
--header 'Content-Type: application/json'
--data '{
"company_id": "606455f68ed4f652",
"secret_token": "22b397cab9b1f38d8ad78617861eaf7132c707b5cb30d17b275a1356c7cfd14a",
"type": "1",
"number": "+919810496768",
"number_2":"+917703980159",
"public_ivr_id": "68749ed88306c330"
}'

8. Validation & expected outcomes

Metric

Click ‘O’ Call

OBD

Success signal

Call shows in the activity log

Dashboard shows attempts/connects

Recording/notes

Yes

Optional (transfer leg)

Webhook

n/a

JSON result to callback URL

9. Troubleshooting

Symptom

Likely cause

Fix

Click ‘O’ Call button is greyed

Missing permission/credits

Ask owner for permission

Click ‘O’ Call rings the agent only

Customer number invalid

Verify number/carrier route

OBD campaign won’t start

Future schedule or no audio

Start now; upload audio or enable TTS

High OBD “unanswered”

Throttling too high

Reduce CPS; call during local hours

Still blocked? Email support@myoperator.com with campaign ID (if OBD), time window, and sample numbers.

Keywords - OBD vs Click ‘O’ Call, outbound dialer, automated calls, one-to-one bridge, DTMF transfer, campaign dialer, call throttling, quiet hours, E.164