Short answer: No. They solve different problems.

• Click ‘O’ Call is a 1‑to‑1, agent‑initiated call you trigger from the dashboard/CRM to instantly connect an agent with one customer.
• OBD (Outbound Dialer) is an automated, 1‑to‑many system that dials a list or responds to API triggers to place calls at scale.

Applies to: Web Dashboard (latest UI) & OBD API • Audience: Admins, Supervisors, Agents (limited)

🧭 Table of Contents

• What each feature does
• Prerequisites & permissions
• Feature comparison
• When to use which (decision guide)
• Real‑world scenarios
• How to place a Click ‘O’ Call
• How to run OBD (API & campaign)
• Expected outcomes & success checks
• Edge cases & limitations
• Troubleshooting
• FAQs
• Related articles
• Structured data (SEO)

👀 What each feature does

Click ‘O’ Call

• Purpose: Fast agent‑to‑customer connection for follow‑ups, demos, or problem resolution.
• Trigger: Manual click by an agent/supervisor from the dashboard/CRM record.
• Scale: Single call at a time per click.
• Personalization: High—agent speaks live.

OBD (Outbound Dialer)

• Purpose: Automated outreach to many contacts (reminders, promotions, surveys, OTP/alerts).
• Trigger: Campaign scheduler or API call from your app.
• Scale: Bulk/queued calls with retry logic (plan dependent).
• Personalization: Pre‑recorded IVR/TTS; can route to agents on key‑press.

Visuals (placeholders):
Alt: Screenshot of Click ‘O’ Call button on a contact profile.
Caption: “Agent triggers a Click ‘O’ Call from the contact record.”
Alt: Screenshot of OBD Campaign setup page (name, schedule, target source).
Caption: “Configure an OBD campaign with schedule & target list.”

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🔑 Prerequisites & permissions

General requirements

• Phone numbers must be valid and reachable.
• Sufficient calling credits/plan entitlements.
• Browser/site permissions for call pop‑ups (Click ‘O’ Call).
• API key & callback endpoint (for OBD via API).
• Data protection: obtain consent where applicable.

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📊 Feature comparison

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🧩 When to use which (decision guide)

Quick rules of thumb

• Choose Click ‘O’ Call when: you need a personal conversation now with a specific customer.
• Choose OBD when: you need to reach hundreds/thousands with a consistent message, optionally collecting responses.

Decision matrix

Flow (text): Do you need 1:1 now? → Yes → Click ‘O’ Call. No → Need scale or automation? → Yes → OBD.

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🧪 Real‑world scenarios

• Click ‘O’ Call: A CSM reviews a renewal risk and clicks Call on the account owner’s number to discuss terms.
• OBD: Finance schedules a campaign to remind all customers with invoices due in 3 days; message plays and allows “Press 1 to pay” routing.

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☎️ How to place a Click ‘O’ Call

1. Sign in to the Dashboard.
2. Open the Contact or Lead record.
3. Click Click ‘O’ Call (or Call).
4. Choose the Agent/caller ID if prompted, then Start.
5. The system bridges the agent and customer; talk live.
6. Add notes/disposition when done.

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📣 How to run OBD (API & campaign)

A) API (recommended for dynamic/large sends)

curl -X POST \  'https://api.example.com/v1/obd/campaigns/{CAMPAIGN_ID}/queue' \  -H 'Authorization: Bearer <API_TOKEN>' \  -H 'Content-Type: application/json' \  -d '{    "contacts": [      {"phone_number": "+919876543210", "name": "Asha Rao"},      {"phone_number": "+911234567890", "name": "Vikram M"}    ],    "audio_url": "https://cdn.example.com/audio/payment-reminder.mp3",    "callback_url": "https://yourapp.example.com/obd/callback"  }'

Replace api.example.com with your actual API base. Provide a valid audio_url or use TTS as configured.

B) Campaign UI (if available on your plan)

1. Go to Outbound → Campaigns → Create.
2. Name the campaign; choose Audio (upload/record/TTS).
3. Select Target source (list/API).
4. Set Schedule, retry policy, and quiet hours.
5. Start and monitor live stats (attempts, connects, DTMF).

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🎯 Expected outcomes & success checks

• Click ‘O’ Call: Call connects and shows in the record’s activity log with duration/notes.
• OBD: Campaign dashboard shows attempts, connects, key‑press events, transfers; webhooks fire to your callback URL (if configured).

Verify success

• Call recordings or notes appear on the contact (Click ‘O’ Call).
• OBD export includes expected counts; webhook logs show 200 OK responses.

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⚠️ Edge cases & limitations

• Consent & compliance: Obtain opt‑in; respect DND/quiet hours.
• Rate limits/throughput: Concurrency depends on plan; throttle high‑volume OBD to protect answer rates.
• Invalid numbers: E.164 format recommended; invalid rows are skipped.
• Agent availability: Click ‘O’ Call requires an available agent/number.
• Audio quality: Use clear recordings; keep messages concise (<30s) for OBD.
• Retries & timeouts: Configure sensible retries to avoid spam perception.

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🧰 Troubleshooting

Still stuck? Email support@myoperator.com with: campaign ID (if OBD), time window, example numbers, and screenshots/logs.

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🙋 FAQs

• Is OBD the same as Click ‘O’ Call?
  No—OBD automates many calls; Click ‘O’ Call is one manual call.
• Can OBD transfer to an agent?
  Yes—configure a DTMF key (e.g., Press 1) to route to agents/queues.
• Can I upload a CSV directly to OBD?
  Some plans rely on the API for queuing; check your plan or use the API method above.
• What if I only need to call 5–10 people?
  Use Click ‘O’ Call for speed and context; no campaign setup required.
• How do I track results?
  Use per‑call activity (Click ‘O’ Call) and campaign reports/exports (OBD).

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🔗 Related articles

• Create an OBD campaign — setup, audio, scheduling
• OBD API: queue contacts — endpoints, auth, examples
• Click ‘O’ Call: prerequisites & limits — roles, credits, allowed actions

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🔎 Structured data (SEO)

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🏷️ Keywords

OBD vs click to call, Click ‘O’ Call, outbound dialer, campaign dialer, automated outbound calls, DTMF transfer, API queue contacts, call throttling, quiet hours, consent, E.164

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