Predictive Dialer

From WFM Labs
Predictive dialer: real-time pacing algorithm balancing utilization and abandonment.

A predictive dialer is an automated outbound calling system that dials multiple telephone numbers simultaneously, using algorithms to predict when agents will become available and connecting answered calls to the next free agent. Predictive dialers maximize agent productivity in outbound contact center operations by eliminating manual dialing, busy signals, voicemails, and no-answers from the agent's workflow.

In workforce management contexts, predictive dialers effectively control outbound demand — unlike inbound operations where demand arrives unpredictably, outbound volume is generated by the dialer at rates the WFM team and operations can configure. This inverts the traditional WFM planning challenge.

How Predictive Dialing Works

The dialer algorithm:

  1. Monitors the number of agents currently on calls and their expected completion times
  2. Predicts when agents will become available based on historical AHT patterns
  3. Initiates multiple outbound calls before agents finish their current interactions
  4. Routes answered calls to the next available agent
  5. Dispositions unanswered attempts (busy, no answer, voicemail, disconnected)

The pacing algorithm balances two competing objectives:

  • Agent productivity: Minimize idle time between connected calls (maximize occupancy)
  • Compliance: Minimize "abandoned" calls where the dialer connects a live person but no agent is available (regulated by FTC, Ofcom, and other bodies)

Dialer Types

Type Mechanism Agent Productivity Compliance Risk Best For
Preview Agent sees contact info, decides to call Low (agent controls pace) None High-value or complex outbound
Progressive System auto-dials one number per available agent Moderate Minimal Moderate-volume outbound
Predictive System dials multiple numbers per agent using prediction algorithm High (30-40 min/hr talk time) Higher (must manage abandon rate) High-volume campaigns
Power Dials fixed ratio of numbers per agent (e.g., 3:1) Moderate-high Moderate Campaigns with known contact rates

Regulatory Constraints

Predictive dialing is subject to strict regulation because it can generate "nuisance calls" (connections with no agent available):

Regulation Jurisdiction Key Requirement
Telephone Consumer Protection Act (TCPA) United States Prior express consent for automated/prerecorded calls to mobile; strict calling hours
FTC Telemarketing Sales Rule United States Maximum 3% abandoned call rate measured over 30-day campaign
Ofcom regulations United Kingdom Maximum 3% abandoned call rate; minimum 2 seconds of silence before disconnect
GDPR European Union Consent requirements for outbound contact; right to object
Do Not Call registries Multiple Prohibition on calling registered numbers
Calling windows Multiple Typically restricted to 8am-9pm local time

These regulations directly constrain WFM: abandon rate caps limit dialer aggressiveness (pacing ratio), calling windows restrict available scheduling hours, and consent requirements reduce contactable list size.

WFM for Outbound Operations

Staffing Calculations

Outbound staffing differs from Erlang C-based inbound staffing:

Agents Required=Target Connected Contacts per HourConnects per Agent per Hour

Where connects per agent per hour depends on:

  • Contact rate (% of dials reaching a live person)
  • Average talk time per connected call
  • After-call work time
  • Dialer pacing efficiency

Blended Scheduling

Most modern centers blend inbound and outbound work. The dialer throttles outbound calling when inbound demand rises:

  • Inbound priority: Agents shift to inbound when service level drops below threshold
  • Outbound fill: Agents make outbound calls during low inbound intervals
  • Dynamic blending: Real-time switching based on queue conditions

This blending improves occupancy across the day but creates complex scheduling challenges.

See Also

References

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