> ## Knowledge Base Index
> Fetch the complete knowledge base index at: https://myoperator.crisp.help/sitemap.xml
> Use this file to discover available pages before exploring further.
> Pure-Markdown content can be obtained by appending a '.md' suffix to the content URLs listed in the sitemap (without the trailing slash).

# How is the OBD campaign different from Click ‘O’ Call in MyOperator?

## Quick answer

* Click 'O' Call = one-to-one, agent-initiated bridge for instant conversations.
* OBD (Outbound Dialer) = one-to-many, automated calls triggered by a campaign schedule or API. Pick Click 'O' Call for urgent, personal follow-ups; choose OBD for bulk, consistent outreach with optional key-press transfers.

## When should I use this guide?

Read this if you need to decide which outbound feature best fits your use case (sales follow-up, reminders, marketing, surveys, OTP) and you have access to the MyOperator Web Dashboard or OBD API.

---

## 1. Feature overview

Outbound Campaign = placing outbound calls to customers. It is of 2 types:

1. IVR-based

* Automated IVR menu drives the call flow.
* Use cases:
  * Auto-connect customers to Sales for a new policy briefing.
  * Broadcast policy updates without live agent interaction.

2. Peer-to-Peer

* System instantly bridges an agent with a specific customer.
* Use case: targeted OBD call linking a customer directly to their Account Manager.

---

## 2. Prerequisites & roles

| Role | Click 'O' Call | OBD |
| --- | --- | --- |
| Admin | Enable feature, set policies | Create campaigns, manage API keys |
| Manager | Initiate calls, view logs | Start/monitor campaigns |
| Call Agent | Initiate from records | View results; (start if permitted) |

### General requirements

* Valid +91 phone numbers and calling credits.
* Browser pop-up permission (Click 'O' Call).
* API key & webhook (OBD).
* Consent for outreach; respect DND & quiet hours.

||| Warning
Obtain customer consent for outreach and comply with DND and quiet-hour rules.

|| Info
MyOperator has a dedicated panel for Outbound Campaigns (OBD Panel).

* Campaign Execution: Campaigns are not run from the main Outgoing Campaign Section.
* Prerequisites for Campaign Run:
  * Opt-in proof: Proof of customer opt-in is required.
  * Management approval is necessary to run the campaign from the OBD panel.

---

## Watch the video walkthrough

Alt text: Video demo

---

## 3. Side-by-side comparison

| Aspect | Click 'O' Call | OBD |
| --- | --- | --- |
| Primary goal | 1-to-1 live talk | 1-to-many automated outreach |
| Trigger | Manual click | API |
| Throughput | One call per click | Bulk, concurrent (plan-based) |
| Personalisation | Live agent context | IVR/TTS; transfer on DTMF |
| Reporting | Per-call activity | Campaign KPIs (attempts, connects, DTMF) |
| Best for | Demos, escalations, hot leads | Payment reminders, promos, surveys |
| Setup effort | Minutes | Moderate (audio, routing, schedule) |
| Compliance | Manual consent | Opt-in list, quiet-hour rules |

---

## 4. Decision guide

* Need a personal call right now with one customer? → Click 'O' Call
* Need to reach hundreds+ with a consistent message? → OBD

Still unsure? Use OBD if:

* Automation via API is required.
* Key-press routing is okay, and
* Agents shouldn't join every call.

---

## 5. Real-world scenarios

| Scenario | Volume | Urgency | Integration | Best pick |
| --- | --- | --- | --- | --- |
| Sales rep calls a hot lead | 1 | Immediate | CRM | Click 'O' Call |
| Payment reminders | 1,000+ | Scheduled | ERP / API | OBD |
| Webinar follow-up | 50–200 | 24 h | CSV | OBD (route to agents) |
| Escalated support ticket | 1 | Immediate | None | Click 'O' Call |

---

## 6. How to place a Click 'O' Call

1. MyOperator panel → Call logs → open the Contact record
2. Click Click 'O' Call.
3. Select caller ID if prompted → Start.
4. Agent and customer are bridged; talk live.
5. Add notes/disposition on hang-up.

![](https://content.api.getguru.com/files/view/6cecb7b5-8918-449c-84a9-679c64d8b6bf)

![](https://content.api.getguru.com/files/view/20d81546-2887-4520-abaf-b47add08dcfb)

![](https://content.api.getguru.com/files/view/3de4ff72-1840-431f-8c83-5bad1ef51f19)

---

## 7. How to launch an OBD campaign

### A. API (dynamic)

Steps to create Campaign on the Panel:

1. Dashboard → Outbound › Campaigns › Create.

![](https://content.api.getguru.com/files/view/9d05efd7-cbb9-4ab9-b3ec-e1753ca96e9f)

![](https://content.api.getguru.com/files/view/2c3cb19e-6133-489d-ad4c-476ed3727905)

![](https://content.api.getguru.com/files/view/096251f7-3ebe-416b-b955-a98c088402c3)

2. Select the type of campaign: Peer-to-Peer or IVR-based.

![](https://content.api.getguru.com/files/view/4b2fe5ed-16e6-4e2e-98cf-43f7ebdf8e92)

3. Name the campaign, upload audio or select TTS.
4. Set schedule, retries, quiet hours, and concurrency.

![](https://content.api.getguru.com/files/view/881b86a5-6ca4-4af8-8096-bbdb594d1c50)

![](https://content.api.getguru.com/files/view/6146542b-5842-4db1-8cfb-aaa827b06709)

5. If you select IVR-based, fill the form mentioning the time and days of the campaign.

![](https://content.api.getguru.com/files/view/f96db382-1169-45c1-9636-91d6515abd91)

6. Create the IVR for this campaign.

![](https://content.api.getguru.com/files/view/535f795b-c39d-4a76-9c4b-d2884b548620)

7. You can change the campaign settings by pressing the three dots.

![](https://content.api.getguru.com/files/view/3bd3769e-15b8-4468-8630-ea863de1aa41)

![](https://content.api.getguru.com/files/view/a4486a28-15df-4a01-b2f1-124fbc473d7d)

![](https://content.api.getguru.com/files/view/2061795b-90a8-4f8a-a0f8-8d6a82ddc845)

| Tip
Select the fixed DID as shown in the screenshot and save the changes.

8. You are done with the campaign. To run the campaign, hit the API:

```
curl --location 'https://obd-api.myoperator.co/obd-api-v1' \
--header 'x-api-key: oomfKA3I2K6TCJYistHyb7sDf0l0F6c8AZro5DJh' \
--header 'Content-Type: application/json' \
--data '{
"company_id": "606455f68ed4f652",
"secret_token": "22b397cab9b1f38d8ad78617861eaf7132c707b5cb30d17b275a1356c7cfd14a",
"type": "1",
"number": "+919810496768",
"number_2":"+917703980159",
"public_ivr_id": "68749ed88306c330"
}'
```

---

## 8. Validation & expected outcomes

| Metric | Click 'O' Call | OBD |
| --- | --- | --- |
| Success signal | Call shows in the activity log | Dashboard shows attempts/connects |
| Recording/notes | Yes | Optional (transfer leg) |
| Webhook | n/a | JSON result to callback URL |

---

## 9. Troubleshooting

| Symptom | Likely cause | Fix |
| --- | --- | --- |
| Click 'O' Call button is greyed | Missing permission/credits | Ask owner for permission |
| Click 'O' Call rings the agent only | Customer number invalid | Verify number/carrier route |
| OBD campaign won’t start | Future schedule or no audio | Start now; upload audio or enable TTS |
| High OBD “unanswered” | Throttling too high | Reduce CPS; call during local hours |

Still blocked? Email [support@myoperator.com](mailto:support@myoperator.com) with campaign ID (if OBD), time window, and sample numbers.

---

Keywords - OBD vs Click 'O' Call, outbound dialer, automated calls, one-to-one bridge, DTMF transfer, campaign dialer, call throttling, quiet hours, E.164