Prepare an AI outbound call template
Define the facts to communicate, such as a reservation confirmation or schedule change.
After this taskThe recipient matches and required values render. No call has been requested.
Starting conditions and inputs
Verify outbound account readiness and the basis for contacting the test recipient.
Values for this task
entry_url, phone_account_id, template_id, test_customer_id, expected_number, template_body, customers_url
Command sequence
open "$entry_url" && snapshot -i
click "$phone_template" && snapshot -i
get text body
fill "$template_body_input" "$template_body" && press 'Tab' && snapshot -i
open "$customers_url" && snapshot -i
check "$customer_checkbox" && snapshot -i
click "$open_send" && snapshot -i
click "$template_picker" && snapshot -i
press 'ArrowDown' && snapshot -i
click "$template_option" && snapshot -i
get text body
click "$preview" && wait --text '발송 가능' && snapshot -i
get text bodyRef targets and expected results
| # | Command / ref | Target and verification |
|---|---|---|
| 1 | click $phone_template | Phone template record |
| 2 | get text | Compare template kind and connected outbound account. |
| 3 | fill $template_body_input | Test text input for the phone template |
| 4 | press | Leave the text input. |
| 5 | open | Test customer table |
| 6 | check $customer_checkbox | Checkbox for one test customer row |
| 7 | click $open_send | Send button for the selected customers |
| 8 | click $template_picker | Template chooser in the send dialog |
| 9 | press | Expand the template list. |
| 10 | click $template_option | Template option matching template_id and name |
| 11 | get text | Compare selected template and account with the inputs. |
| 12 | click $preview | Preview button; distinguish it from the send button |
| 13 | wait | Wait for recipient eligibility counts. |
| 14 | get text | Compare preview counts, first eligible recipient and text with expectations. |
Check the result
The recipient matches and required values render. No call has been requested.
Resuming after interruption
Read the same IDs again. Preserve correct settings and update only differences.
Define an informational purpose
Define the facts to communicate, such as a reservation confirmation or schedule change. Advertising calls are outside this feature’s scope. Define when to end if the customer does not answer or declines contact.
Choose the account and recipient
Select an activated outbound account and a test customer you can receive calls for. Check contact details and the contact basis. Do not use the full customer list as a test audience.
Configure the phone template
Select template kind phone_call, its sending account, informational purpose, and call instructions. Keep factual knowledge in Entities. If collecting form information, connect the form and check required fields and scope.
Preview before calling
Preview one test customer. Check variable values, the recipient number, and exclusion reasons. Confirm that the template is usable. Preview does not place a call; test connection and results in the sending guide.