How to use privacy settings for Call Center Campaigns?

With a click of a button, you can control what your agents can view or edit while making calls or sending messages from the campaigns.

Privacy Page helps you hide information about your leads/voters from the call center agents while making calls from the Call Center campaign. By default, all fields for contact, such as the phone number, mobile number, name, and email address, are shown to the agents, but based on your use case or needs, you can hide these fields.

Let's see how you can configure privacy settings for your call center campaigns.

Settings Page

Log in to your CallHub account and click on your profile in the upper right-hand corner of your page. You will be presented with menu options; click on "Settings."

Once you reach the settings page, click on the "Privacy" section from the available tabs. The screenshot below shows the Privacy Page. 

Fields for Display

The screenshot below shows the fields that can be displayed or hidden from call center agents. By default, all fields are checked, which suggests that agents see only the complete contact information.

In the screenshot, I have unchecked "Contact." "Mobile," "Last Name," "City," and "Address," which means all these fields will not be shown to the agents when they're making calls. These fields will also be hidden from the Household Members.

Saving and Editing Fields

Once you have the fields unchecked, you can click on "Save Settings" at the bottom of the page to save them. You can always edit the fields by just checking or unchecking them, anytime you feel.

Note: Settings saved will apply to all your call center campaigns.