Voice Call Settings

Overview

Below is a business-focused explanation of the Voice Call Settings document, written for practical use in Dafater.

Overview: What is Voice Call Settings?

Voice Call Settings is used to define how voice calling is handled across your business operations in Dafater. It acts as the central control panel that determines how outgoing and incoming calls are managed, routed, recorded, and aligned with your customer-facing and internal communication processes.

This document ensures that voice calls support your business goals such as customer service quality, sales effectiveness, compliance, and operational efficiency.

Purpose in Business Operations

Voice Call Settings allows the business to:

Standardize how voice calls are handled across teams
Ensure consistent customer communication experiences
Control who can make or receive business calls
Support monitoring, accountability, and service quality
Align voice calls with sales, support, and collections activities

Without clear Voice Call Settings, voice communication can become inconsistent, unmanaged, and difficult to track.

Prerequisites and Setup Requirements

Before using Voice Call Settings, the business should ensure:

A defined voice calling strategy (sales calls, support calls, follow-ups, collections, etc.)
Assigned business roles or teams responsible for voice communication
Clear policies around call handling, working hours, and customer engagement
Management approval on call usage, monitoring expectations, and compliance needs

These prerequisites ensure the settings reflect real business rules, not just system preferences.

Typical Workflow and Business Fit

Business defines calling rules
Management decides how voice calls should operate—who can call, when calls happen, and how they support business processes.
Voice Call Settings are configured
The settings are recorded in the Voice Call Settings document to reflect approved business policies.
Teams use voice calls in daily work
Sales, customer service, or collections teams make and receive calls following these defined rules.
Management reviews outcomes
Call activity supports better customer follow-up, faster issue resolution, and improved accountability.

Voice Call Settings quietly works in the background, ensuring voice communication remains aligned with business objectives.

Key Business Scenarios Where Voice Call Settings Is Essential

Customer Support Centers
Ensures support teams handle calls consistently and professionally.
Sales and Lead Follow-ups
Helps sales teams manage outbound calls in an organized and compliant manner.
Loan or Payment Collections
Supports structured, responsible communication with customers.
Growing Organizations
Prevents confusion and misuse as more employees begin using voice calls.
Compliance-Sensitive Industries
Helps enforce approved calling practices and communication standards.

Important Considerations for Users

Voice Call Settings should be reviewed periodically as business needs change
Settings should align with local laws and company communication policies
Overly restrictive settings may slow teams down; overly open settings may create risk
Changes should be communicated clearly to affected teams
This document should be managed by authorized decision-makers only

Summary

Voice Call Settings is a foundational business document in Dafater that ensures voice communication is controlled, consistent, and aligned with your organization’s goals. When used correctly, it enhances customer relationships, improves team efficiency, and supports responsible business communication.

Basic Information

Module: Telephony
Document Type: Other

Fields

Field Name	Label	Type	Required	Options	Description
user	User	Link	✓	User	Dafater user assigned to handle incoming voice calls.
callreceivingdevice	Call Receiving Device	Select		Computer, Phone	Preferred device for receiving calls in Dafater.
greeting_message	Greeting Message	Data		-	Message played to callers when call connects.
agentbusymessage	Agent Busy Message	Data		-	Message played when agent is busy on another call.
agentunavailablemessage	Agent Unavailable Message	Data		-	Message played when agent is unavailable to receive calls.

Permissions

Role	Read	Write	Create	Delete	Submit	Cancel
System Manager	✓	✓	✓	✓
All	✓	✓	✓	✓

DocType	Relationship	Module
User	Links to	Core