What are different types of outgoing solutions that MyOperator provides?What are different way I can reach out to my customers via outgoing calls?

What are different types of outgoing solutions that MyOperator provides?What are different way I can reach out to my customers via outgoing calls?

Outgoing calling in MyOperator — options, setup, and best uses

Short answer: MyOperator supports three outgoing options: Click-to-Call (1:1 agent calls), Agent-Connect Campaigns (system dials customers then bridges to an agent), and Voice Broadcast / IVR Campaigns (automated calls with a recorded message or keypad input). Pick based on whether you need a live agent on every call or automated reach at scale.


Which option should I choose? {#picker}

Goal

Recommended option

Why

Personal, ad-hoc follow-ups from CRM

Click-to-Call

Fast 1:1 calls; works from dashboard/extension

Team calling through a list, agent talks live

Agent-Connect Campaign

System auto-dials contacts, bridges answered calls to available agents

Mass notifications, reminders, surveys

Voice Broadcast / IVR Campaign

Scales to thousands; no agent needed unless user requests it


Prerequisites {#prereqs}

  • Feature access: Outgoing calling enabled on your account.
  • Caller ID: Approved brand number or policy for showing agent’s number.
  • Audio assets: Recorded message for broadcast or IVR prompts (if using Option 3).
  • Lists & consent: Contact list (CSV or CRM) and consent/DND compliance.
  • Headsets & permissions: Mic permissions for web dialer / app.

Option 1 — Click-to-Call (1:1) {#c2c}

What it is: Launch a live call from the dashboard/extension; ideal for sales or support follow-ups.

Set up & use

  1. Open Dashboard → Dialer / Click-to-Call.
  2. Select Caller ID (brand number or agent number).
  3. Enter customer number or click a Call button in your CRM widget.
  4. Talk; add notes/disposition when done.

Expected outcome

  • Call appears in Call Logs → Outbound with agent, duration, and (if enabled) recording.

Option 2 — Agent-Connect Campaigns (list-based) {#p2p}

What it is: Upload a contact list; the system dials numbers and bridges answered calls to available agents. (Often called peer-to-peer, progressive, or preview campaigns.)

Create a campaign (UI)

  1. Campaigns → New Agent-Connect.
  2. Upload CSV (see template below) or select a CRM list.
  3. Choose dialing mode (progressive/preview) and max concurrent calls.
  4. Assign team/agents and schedule.
  5. Set caller ID; enable recording if required.
  6. Start the campaign; monitor live stats.

Option 3 — Voice Broadcast / IVR Campaigns (automated) {#vb}

What it is: The system places automated calls that play a recorded message and (optionally) capture keypad input (e.g., “Press 1 to confirm”).

Create a broadcast (UI)

  1. Campaigns → New Voice Broadcast.
  2. Upload audio (MP3/WAV) or type text for TTS.
  3. Upload CSV list and set concurrency / retries.
  4. (Optional) Add IVR keys (1=Confirm, 2=Call me back).
  5. Choose caller ID, schedule, and start.

Cost & compliance notes {#cost}

  • One-way vs two-leg calls: Some modes use a single platform leg (often cheaper) vs agent+customer legs.
  • Recording & storage: May incur additional charges; follow consent laws.
  • Regulatory: Respect local DND, opt-out, quiet hours, and caller-ID rules. Provide opt-out in broadcasts (e.g., “Press 9 to stop messages”).

Troubleshooting {#troubleshoot}

  • Calls not connecting (all modes): Check caller-ID approval, number format (E.164), and agent/device network.
  • Low answer rate (campaigns): Adjust schedule/quiet hours, verify list quality, set retry caps, test caller ID.
  • No recordings: Ensure recording is enabled for outgoing; confirm storage limits.
  • Webhooks failing: Validate endpoint, TLS, and signature; re-send sample payloads.