How to Use Mteja’s Autodialer
The Autodialer allows agents make calls back-to-back in a structured way, from customer outreach to debt collection, without manually dialling each number. Here’s how to set up and use it.
From your overview page, select the Call Center tab from the left-hand navigation bar.
Select Auto Dialer in the next menu and follow the steps below to create an Auto Dialer Campaign.
Step 1: Create a New Autodialer Campaign
Start by giving your campaign a name and a short description.
Step 2: Configure Data Settings & Script
This section lets you upload or write the call script that agents will use. It also allows the script to dynamically include information from the CSV file.
For example:
"Hello {Customer Name}, this is a reminder that you owe {Amount owed}. Your due date is {Due date}."
Agents will see this on screen during the call, and they don’t need a separate system to view these details. There’s also an optional section to collect data during the campaign, like the collection date.
Step 3: Set Call Parameters (Call Settings)
Configure the call settings:
Maximum call attempts per contact (e.g. 2 attempts)
Call answer timeout (in seconds) - The maximum amount of time to wait for a dialled call to be answered, after which the call is considered unanswered.
Select the virtual phone number(s) that the calls should be made from
Assign who can make calls for this campaign: individual users or entire product teams already created in your account.
Step 4: Add Recipients
You can add contacts in two ways:
Select from saved contacts already in Mteja. This can be through contact groups if you're calling a specific segment (e.g. VIP customers or Nairobi customers).
Upload a CSV file with your phone numbers along with any fields you’d like to customise, such as Name, Amount Owed, or Due Date. If you don’t need custom data, a simple file with just the phone number and name will be enough.
See the image below with dynamic variables picking information from the csv file.
Step 5: Save Campaign
Once the campaign is saved, you will be able to view it before you click on the START button. Here you can make changes to the settings if needed.
Step 6: Using the Dialer Interface
Once the calls begin:
Agents will see the contact details and the scripted message on screen
They can change the call wrap-up time (default is 10 seconds) if they need more or less time to take notes before the next call starts right on the dialer.
Calls will auto-progress based on the settings
Under the Campaign itself, you will see the insights for your autodialer campaign. To view individual logs, click on Call Center>Logs. Each successful call will have details on the length of the call, scribe summary if activated, and the call recording.
Reach us at support@mteja.io with any questions you may have regarding the autodialer solution.