Trellus for VanillaSoftKeep Vanillasoft routing in charge of the call list
Choose the Project, Team, and routed contacts your callers are meant to work. Trellus keeps that context attached and submits the selected Result Code and comments to the same contact after the attempt.
Where Trellus works in Vanillasoft
Vanillasoft already owns the routing decision
Stay with Vanillasoft Auto Dialing
Use its Progressive or Preview path when the native next-contact pace, configured phone system, Result Code workflow, and Vanillasoft reporting already fit the team.
Review the Trellus path
Use Trellus when callers should keep the same Project, Team, contact, selected phone record, and Result Code workflow but need a different call block.
The Vanillasoft queue context Trellus preserves
A routed Project is not an exported generic list. Its selection and result rules remain operationally important.
Trellus works in Vanillasoft .net and .org caller environments. Vanillasoft admin pages are not calling surfaces.
The selected Project refreshes its Team options. Trellus keeps routed-today mode and the current Project/Team scope instead of mixing the whole account.
Last Result, Lead Status, reached-before, Last Called, and available FilterPriority controls narrow the contacts. Trellus loads the queue in pages of up to 200.
Mobile, work, home, and other labels vary by Project. Trellus retains the Vanillasoft PhoneNumberID used for the attempt and result.
Six steps, with Vanillasoft still in charge
Open the caller environment
Start in the Project the caller is meant to work rather than an admin page or an untested host.
Choose Project, Team, and routing scope
Use routed-today mode and available priority controls when those rules matter to the team's operation.
Confirm phone mappings
Review mobile, work, home, and other fields for that Project and preserve the selected phone identity.
Load the contacts
Trellus keeps contact, Project, Team, status, result history, and selected phone context with each row.
Work the call block
Current mode, line allowance, caller number, and region remain live-account checks rather than promises on this page.
Submit the Result Code
Select the real Quick or Full Result Code and add useful comments. Vanillasoft decides what that code does next.
One saved Vanillasoft result
The public contract is the selected Result Code and comments on the same contact, with Project, phone, call-time, and available Team/user context.
A shortcut should not hide another prompt
Vanillasoft limits Quick Results to 20 codes and excludes codes that require a callback, date, reassignment, or data-collection prompt. Those more complex outcomes belong in the Full Result path.
Maya works “Renewals — East,” enables routed-today mode, and confirms Mobile and Direct. One person answers. She selects the “Interested” Result Code and adds “Send security overview before the next call.” Vanillasoft accepts that result on the same contact.
Vanillasoft and Trellus
Does Vanillasoft already have an auto dialer?
Yes. Vanillasoft documents Progressive and Preview Auto Dialing. Trellus is a separate calling path around the routed contact context.
Can Trellus use a Project and Team as the queue scope?
Yes. Trellus supports Project and Team selection, routed-today mode, filters, and pages of up to 200 contacts. Confirm the live order and available FilterPriority options in the Project before a call block.
What does Trellus save to Vanillasoft?
It submits the selected Result Code and comments with the contact, Project, phone, and call-time context. Full Results can also carry available current-user and Team context.
Does Trellus schedule a Vanillasoft callback?
No separate Trellus callback is created. A Result Code may trigger scheduling configured by a Vanillasoft admin, but that is Vanillasoft behavior.
Can Trellus use Quick Results?
Yes, for codes. Vanillasoft excludes codes requiring callbacks, dates, reassignment, or data prompts and limits the Quick Result list to 20.
Does Trellus include Monitoring, Whisper, or Voicemail Drop?
No. Vanillasoft provides those and related controls as part of its own phone offering.
Does Trellus write to a connected CRM?
No. This workflow submits the result to Vanillasoft; it does not create a separate result in a connected CRM.
Bring the real Vanillasoft Project to the review
Show us the Team, routing rule, phone labels, Result Codes, and required post-call state. We will separate Trellus behavior from Vanillasoft configuration.
