New version of Callmaker

New update
Release notes Callmaker 1.43 2025-06-02

Further improved DNC / blocking function
Personal queue
Autopilot functions
Admins can trigger autopilots via buttons in Search
Agents can trigger autopilots via a button on the customer card
External APIs + internal Autopilots = True ♥
Smoother handling of answering machines in PD
AI module that recognises answering machines, Telia customer messages, etc. and filters out those calls
Extended access for administrators to field orders, templates, searches,
layouts, etc.
Booking calendar on the agent’s dashboard
Resly sync for e-signing with BankID
Email templates and standalone emails
Using files in Callmaker
iframes
Improvements to caller ID handling
The filter in ‘Search booking’ now supports Attendees/Guests
That’s all for this time

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Further improved DNC / blocking function:
You can now easily upload a list of numbers directly to the do-not-call list.
You can also replace the entire contents of the list with a new one if that’s how you work, which
makes it easier to link a do-not-call list to an Autopilot.
It’s now also easy to add individual numbers to the do-not-call list.
Just remember to run a DNC clean afterwards so that the data already loaded
gets cleaned!

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Personal queue
As an agent, you can now queue up a batch of customer cards from a search and work through
them without the usual random selection from all available data.
Think of it like this: you’re a company contacting private individuals about digging for
fibre. So you assign your agent, Lisa, to contact everyone on a particular street.
Instead of an admin having to sort this out and upload a special
list, perhaps into a dedicated campaign, so that Lisa can call these
numbers, Lisa can now go to Search customer cards and enter the town and street to bring up
all the relevant customer cards, and then click the new “Add to
personal queue” button.
Once the numbers have been added, the agent gets a new view where they can see their queue and also
change the order of the customer cards – want to work through them by house number?
Click the field title to change the sorting!
From the same view you can empty your queue and start working through it!

The feature is enabled automatically, but you can easily switch it off via
“Settings->System settings” – you’ll find the feature at the bottom.
Here you can also adjust how many customer cards agents can add to their
own queue.

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Autopilot functions
● Admins can trigger autopilots via buttons in Search
In this update we can now run autopilots via a button
that can be added to the Search functions.
For example, you could have a button in Search customer cards that takes the customer card
and puts it in a user’s personal queue, and notifies the user that they’ve
got a hot new lead to call ASAP.
Or perhaps something more complicated?
You could have a button in Order search that, with a single click, sends an
SMS to the customer, moves the order to a new order status, makes an API call to
another external system with customer information and then automatically exports
the audio files to an SFTP server.
As the well-worn saying goes, “The only limit is your imagination”.
● Agents can trigger autopilots via a button on the customer card
This works much like the feature above, but it triggers when an agent
clicks a new type of button on the customer card.
You could have an autopilot linked to the button that gives you 5 different
options, each with its own email template – you could have one button
with a quote, one with a price list for different services, and so on.
Or something more advanced: a button that sends customer card info to an external
system that checks whether the person is already on a customer list and returns a
customer ID, or other useful information, straight to the customer card.

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● External APIs + internal Autopilots = True ♥
There are now new advanced functions for our powerful Autopilot system.
You can now add steps and triggers that link external APIs
with the internal Autopilots. Perhaps you have an Autopilot that triggers on orders
and sends information to an external system.
Or perhaps Autopilots triggered by receiving a request from outside –
webhooks – that ask for information or bring information.
Perhaps in combination with a feature you can read more about below: when someone signs
a document in an external system such as Resly.
Incoming requests can be secured with auth and an HMAC signature if required.
Much of this was already possible with the plain API, but it’s now less dependent on
custom API builds – a lot can be solved directly in Callmaker’s UI.

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Smoother handling of answering machines in PD
Many of you running PD (predictive dialing) will have noticed the new
dialogue box that appears with every answer. The aim is for agents to be able to
quickly and easily sort out those tedious answering machines they
need to filter out. Agents can now do this directly on the PD waiting page, without
having to wait for the customer card to appear or go down to the button to
set answering machine and then back out to PD waiting.
Now the agent can quickly decide whether it’s an answering machine – just click it away, or press
the down arrow on the keyboard.
Or whether it’s a real call – approve it, or press the up arrow on the keyboard.
As long as you’ve mapped which field(s) are the name fields, you can already see in
the evaluation box who you’re talking to.
The feature is on by default, but you can always switch it off under
“Settings->Dialing” – it’s called ‘Answering machine dialogue in Predictive’

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AI module

… that recognises answering machines, Telia
customer messages, etc. and filters out those
calls
We now have an exciting new premium feature, built by our developers for those
using the Predictive or Preview dialing types.
It works by letting an AI analyse every call before it’s passed on to the
agent. If the call is identified as an answering machine, it’s set as one and a new
call is found for the agent, without the agent having to lift a finger.
You can choose whether the agent should be able to hear the call during
the analysis and pick it up themselves, or whether it should be left entirely
to the AI.
Check with your sales contact at Callmaker to see whether this is something for you!

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Extended access for administrators to
field orders, templates, searches,
layouts, etc.
Regular admin accounts now have access to several features that were previously only
available to us at Callmaker. Features such as creating project fields,
product fields, etc.
You can now create your own searches that can be applied to search
components on customer cards, dashboards, etc.
Access has also been made smoother to things like the field order for Search booking:
These buttons by the search results in places such as ‘Search bookings’ take you to the page
where you edit which fields are shown in the search results.

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Booking calendar on the agent’s dashboard
There’s now a new component that can be added to the agents’ dashboard, which
shows the booking calendar without having to open a customer card to
check it.
Resly sync for e-signing with BankID
We’ve now started a partnership with Resly, www.resly.se, so we can create
invitations to sign contracts with BankID – below is an example we can
send by email.
When you click ‘Review and sign’ you get a document, which
you can then sign with BankID. Document templates are uploaded directly to Callmaker
and linked to the autopilot that handles sending.
Once the customer has signed with BankID, we can receive that information with
another autopilot that triggers when Resly’s API calls us.

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Email templates and standalone emails
You can now send standalone emails (without an order/booking) via autopilots; these can
be very simple, with plain unformatted text, or more advanced, with HTML
code.
You can create several templates and, using the autopilot system, set up
buttons or triggers that send these emails. The templates can be created directly in
Callmaker and are independent of the ready-made email templates you normally
use via Brevo, the email system we use.
Using files in Callmaker
File handling in Callmaker has been expanded.
You can now upload files to be used as contracts in Resly, for example.
You can now also attach files to emails sent via autopilots; these attached files
can be either files you’ve uploaded to Callmaker or files generated in
Callmaker, e.g. from order exports or e-sign verification receipts.

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iframes
We have a new component for the customer card that works a bit like a miniature
web browser inside the customer card. It works a bit like the fields we’ve had that
open a web page, often for an automatic search by phone number or
address. But instead, the iframe component opens that page in a box on
the customer card.
This can be a handy way to bring information from an external system into a box,
for example for placing orders in a portal.
Or why not a neat way to display a daily agenda or a script
that you can adjust, for example like this:
Note! Unfortunately Google isn’t keen on iframes, so sadly you can’t use their pages; we’re working
on possible ways to solve this.

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Improvements to caller ID handling
Some of you have already discovered that the old caller ID handling can no longer
be used – ‘Displayed numbers’ under “Settings->Dialing”. It wasn’t good
and was really just a placeholder until we’d built a better one.
And now we have. The new caller ID page has been in place since Christmas, but we
left the old one active until now.
So to switch numbers on and off, you now go to “Settings->CallerIDs”
What’s new this time:
● You can now filter by project or campaign level, which makes things a bit smoother
for those of you with many projects and campaigns that all have different numbers.
● You can now also choose to swap numbers outright.
Select a number in the list of linked numbers and click ‘Replace
number’, choose a new number to replace it and you’re done!
There’s also an option to send the replaced number straight to quarantine
when swapping.
Available both for swapping individual numbers and in bulk.

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The filter in ‘Search booking’ now supports
Attendees/Guests
The Search bookings filter now supports the Guests feature (often also called
Attendees). You can now, for example, filter out all bookings where nobody has
accepted. Perhaps you want to go through all of tomorrow’s bookings and check
that one or more attendees have accepted, and if not, perhaps call them to make sure
they haven’t forgotten and are still interested!
That’s all for this time
Remember that you’re very welcome to send us suggestions and ideas, and of course
feedback on existing features. We can’t promise that everything will be implemented or
when it might happen – sadly, we’re just as bound by time and space as everyone else.
But we’re always interested in how you, working in the system every day, would like
it to work.
Kind regards, the team behind the Callmaker Dialer.