Reseller settings
In the following you will learn how to make or edit settings for a reseller.
Adjust reseller settings
In the following, you will find all details on how to make settings for a reseller. For this purpose, you will perform the following actions:
- Set up outgoing calls
- Set up call recordings
- Set up data security options
- Store contact data
TIP
Display anonymized phone numbers
If it is not necessary for a bot or bot developer to know the customer’s phone number, then VIER Cognitive Voice Gateway can anonymize it (see advanced options > Data protection > Anonymize phone numbers for bot and integrations). This means that Conversational AIs such as Boost, Cognigy, Dialogflow, Rasa, Ubitec, other API users and integrations only see an anonymized phone number.
Set up outgoing calls
How to set up outgoing calls:
Requirement
- You have the reseller administrator role.
- In the navigation bar under Product configuration, click Reseller settings.
- Click Edit.
To enable your voicebot to initiate outgoing calls, under Outgoing calls, switch to Bots are allowed to initiate outgoing calls.
Tip: Outgoing calls are needed e.g. for an agent handover to a contact center via /call/forward/ or for voicebots that initiate calls via /call/dial.
You have set up outgoing calls for your bot.
Set up call recording
How to set up call recording:
- To enable call recordings, under Call recording, switch to Recording calls allowed.
NOTICE
Deactivation of call recordings
If call recording has been disabled on the reseller, customer or department level, then you cannot enable call recording for your bot.
- When you enabled call recordings, under Automatically delete call recordings after select a period of time, after which call recordings will be deleted automatically.
- You have set up call recordings.
Set up data protection options
How to set up data protection options:
- If you want customer phone numbers to be anonymized before they are transferred to the bot and the integrations, activate the Anonymize phone numbers for bot and integrations switch.
- Conversational AIs like Boost, Cognigy, Dialogflow, Rasa, Ubitec and other API consumers and integrations will only see anonymized phone numbers.
- If the customer phone numbers for bots and integrations have already been anonymized at the reseller level, the customer phone numbers will be anonymized automatically at all hierarchical levels below (Reseller > Customer > Account > Project). You cannot deactivate the setting in this case.
- If the switch Anonymize phone numbers for bot and integrations is enabled, VIER Cognitive Voice Gateway will hash the remote caller ID when communicating with bots and other services. The hash is deterministic: the same phone number will produce so that different customers can still be distinguished. For example, if a customer is calling a second time, bots could react to this differently. Hashed phone numbers can be identified by the keyword
md5-hash:
at the start of the string (for example„remote":"md5-hash:ad14c520b9cfc53c25f446b338c79ced“
instead of„remote":"+49111111111“
). This affects the fieldsSessionParameters.remote
in the Bot API andCallStarted.callerNumber
in the Webhook API. - In VIER Cognitive Voice Gateway, caller numbers are stored in plain text or anonymized, depending on the configuration. To ensure that billing-relevant data is still available, VIER Cognitive Voice Gateway always saves the country as an abbreviation (e. g. DE) and the network (e. g. Mobile) for the numbers called.
- If you want to save dialog data that can be retrieved later via the dialog API, activate the Save dialog data checkbox.
- Under Automatically delete dialog data after, select when dialog data for the dialog API should be automatically deleted.
- VIER Cognitive Voice Gateway deletes dialog data after an adjustable period of time after the end of the dialog. 10 minutes are set here by default. This is sufficient, for example, to hand off dialogs to contact center services, where they are displayed after a hand off to the human agent.
NOTICE
Longer retention time for dialogs
In certain applications, a longer retention time for the dialogs is necessary. For example, if all dialogs are imported into reporting or analytics systems once a night. To enable this, the retention time can be set to up to one month.
- If you want to set a longer retention time, but this is not possible with the existing configuration of your project, contact the VIER Customer Service Desk.
- You have set up data protection options.
NOTICE
Hierarchical structure
The function is structured hierarchically (Reseller > Customer > Account > Project). For example, if you choose to delete the data after 1 day, then only the options for further restrictions are available on the levels below (1 day, 1 hour and 10 minutes). A longer period cannot be selected (in the example, the 1 week option is not available on the levels below).
Store contact data
How to store contact data:
- Under Default language select the default language for contacting your support. The default language is the language preset under Support > Contact > Languages.
- To store specific contact details for a concrete language available to the customer under Support > Contact, click Contact Details for X for the respective language.
- Enter a Phone Number.
- Enter an Email address.
- If you store contact data only for one language, this contact data is automatically displayed in all languages under Support > Contact.
- If you want to store contact data for an additional language, click Contact details for X for the respective language.
- Enter a Phone number.
- Enter an Email address.
- The additionally stored contact data are displayed for the respective language under Support > Contact.
- If you want to remove contact data, click Remove contact details for X.
- Click Save.
- You have stored your contact data.
- You have saved the reseller settings.
Edit reseller settings
How to edit reseller settings:
- You have the reseller administrator role.
- In the navigation bar under Product configuration, click Reseller settings.
- Click Edit.
- Make the desired changes.
- Click Save.
- Your changes have been saved.