What is the benefit of using an OBD (Outbound Dialer)?

What is the benefit of using an OBD (Outbound Dialer)?

Short answer: An Outbound Dialer (OBD) automates large‑scale calling so you can reach many customers quickly and consistently—saving agent time, improving connect rates, and capturing responses at scale.

Applies to: Web Dashboard & OBD API • Audience: Admins, Supervisors, Ops, Marketing, Collections


🧭 Table of Contents


📞 What is OBD?

Outbound Dialer (OBD) automatically places calls to a list of contacts or contacts provided by your app via API. Messages are played using recorded audio or text‑to‑speech (TTS), with optional key‑press (DTMF) actions like Press 1 to talk to an agent.

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Alt: Diagram showing: List/API → Dialer → IVR/TTS → (DTMF) → Agent/Queue → Reporting.
Caption: “High‑level OBD flow from data source to reporting.”

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⭐ Top benefits (at a glance)

  • Scale: Reach hundreds or thousands of customers in minutes.
  • Consistency: Deliver the same, compliant message every time.
  • Speed to outcome: Trigger calls instantly from your app (API) or on a schedule.
  • Lower agent load: Agents join only when needed (on DTMF transfer).
  • Measurable: Track attempts, connects, key‑presses, transfers, costs.
  • Cost control: Throttle concurrency, set quiet hours, and retry intelligently.
  • Integration‑ready: Works with CRM/ERP/data pipelines via API.
🆚 Need 1‑to‑1 right now? Use Click ‘O’ Call for a single, agent‑led call. For 1‑to‑many, use OBD.

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🔑 Prerequisites & when to choose OBD

Prerequisites

  • Valid numbers in E.164 format (e.g., +919876543210).
  • Sufficient calling credits/plan and OBD enabled.
  • If using API: an API key, base URL, and optional callback endpoint.
  • Consent where required; follow DND/quiet hours.

Choose OBD when…

  • You need to notify many contacts with a clear, consistent message.
  • You want automation (on event: payment due, shipment out, OTP, outage).
  • You plan to collect responses (e.g., Press 1 to pay, Press 2 to repeat).

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📈 Benefit → KPI mapping

Benefit

What to track

Example target

Scale & reach

Attempts, unique numbers dialed

95% of list attempted within 2h

Connect efficiency

Connect rate (answered ÷ attempts)

≥ 25–40% (varies by list/time)

Action/engagement

DTMF rate (key‑press ÷ connects)

≥ 10–30% depending on offer

Agent efficiency

Transfer rate to agents

≤ 30% (route only qualified intents)

Cost control

Cost per connect / per transfer

Trending down over time

Reliability

Retry success, call failures

< 3% hard failures; retries improve connects

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🧪 Real‑world use cases

  • Payments/Collections: “Your bill is due in 3 days—Press 1 to pay now.”
  • Service/Logistics: “Delivery today 2–4 PM—Press 1 to confirm, 2 to reschedule.”
  • Marketing/Promos: “Festival offer—Press 1 to talk to an advisor.”
  • Support/Outages: “We’ve resolved the issue—Press 1 if still impacted.”
  • Surveys/CSAT: “Rate your experience from 1 to 5.”

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🏁 Get started (UI & API) {#getstarted}

A) Create an OBD campaign (UI)

  1. Go to Outbound → Campaigns → Create.
  2. Name the campaign and upload audio or select TTS.
  3. Choose Target list (CSV/upload) or API source.
  4. Set Schedule, retries (e.g., 2×, 15‑min gap), quiet hours, and concurrency.
  5. Start the campaign; monitor attempts, connects, DTMF, transfers.

B) Queue contacts via API (dynamic sends)

curl -X POST \  'https://api.myoperator.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"  }'
Tip: For time‑sensitive events (OTP/fraud alerts), call the API immediately after the event to maximize connect rates.

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🎯 Expected outcomes & how to confirm

  • Dashboard shows real‑time attempts, connects, DTMF, transfers.
  • Exports reflect your filters (date, campaign).
  • Webhooks hit your callback URL with call results.

Success checklist

  • Connect rate meets target for your list/time window.
  • DTMF actions (e.g., Press 1) match expectations.
  • Transfers land in the correct queue with recordings/notes.

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⚠️ Edge cases & limitations

  • Consent & compliance: Use opted‑in lists; respect local DND/quiet hours.
  • Throughput: Concurrency caps vary by plan; over‑throttling can reduce connect rate.
  • List hygiene: Invalid numbers or heavy spam lists depress performance.
  • Audio quality: Keep messages < 30s; speak clearly; test TTS pronunciations.
  • Retries: Too many retries can annoy customers; set a sane max (e.g., 2×).
  • Agent coverage: Ensure agents are available if you allow Press 1 transfers.
  • Time zones: Align schedules to the contact’s local time.

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🧰 Troubleshooting

Symptom

Likely cause

Fix

Campaign won’t start

Future schedule or missing audio

Start now; upload audio/TTS; re‑validate config

Low connect rate

Wrong time window; stale numbers

Call during local hours; cleanse list; adjust caller ID

No DTMF events

IVR not configured or low volume

Add key prompts; normalize audio levels

High failed calls

Carrier issues; invalid numbers

Retry via alternate routes; validate E.164; reduce CPS

Webhooks missing

Callback URL blocked/down

Check logs; allowlist IPs; add retry DLQ

Still stuck? Email support@myoperator.com with campaign ID, time window, example numbers, and logs.

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🙋 FAQs

  • Is OBD similar to Click ‘O’ Call?
    No—OBD automates one‑to‑many calls; Click ‘O’ Call is one‑to‑one and agent‑initiated.
  • Can OBD transfer to agents?
    Yes—use DTMF (e.g., Press 1) to transfer to a queue/agent.
  • How many calls can run at once?
    Depends on your plan and concurrency settings; your CSM can advise.
  • Do I need recordings, or can I use TTS?
    Both are supported; test to pick the clearest option.
  • How do I track ROI?
    Use connect, DTMF, and transfer rates; compare cost per connect over time.

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🔗 Related articles

  • OBD vs Click ‘O’ Call — choose the right path for 1:1 vs 1:many
  • Upload contacts — CSV template & validation — keep lists clean
  • OBD reporting & KPIs — measure connect/DTMF/transfer rates
  • Queue contacts via OBD API — endpoints, auth, examples

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🔎 Structured data (SEO)

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🏷️ Keywords

outbound dialer benefits, OBD advantages, automated calling, campaign dialer, IVR TTS, DTMF transfer, connect rate, cost per connect, quiet hours, E.164 formatting

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