> ## Documentation Index
> Fetch the complete documentation index at: https://docs.dialai.ca/llms.txt
> Use this file to discover all available pages before exploring further.

# Operations

> Tenant-wide operational configuration — journey, internal phonebook, do-not-call, and skills

<Frame caption="Operations — Journey tab, where identifiers that stitch a customer timeline are configured">
  <img className="block dark:hidden" src="https://mintcdn.com/dialai/EsqzawSH-Dz3cVjI/images/operations-journey-light.png?fit=max&auto=format&n=EsqzawSH-Dz3cVjI&q=85&s=87d4ea3a455dfb8f59b2048bcecc1249" alt="Operations Journey tab in light mode" width="1920" height="911" data-path="images/operations-journey-light.png" />

  <img className="hidden dark:block" src="https://mintcdn.com/dialai/EsqzawSH-Dz3cVjI/images/operations-journey-dark.png?fit=max&auto=format&n=EsqzawSH-Dz3cVjI&q=85&s=299ffb19b489bd7c69e713aa0a31591a" alt="Operations Journey tab in dark mode" width="1920" height="911" data-path="images/operations-journey-dark.png" />
</Frame>

The **Operations** page is the catch-all for tenant-wide operational config that doesn't belong to any single flow. Four tabs: **Journey** (what links a customer's conversations together), **Internal Contacts** (the internal phonebook), **Do Not Call** (outbound suppression), and **Skills** (routing tags for human handoff).

## Accessing Operations

Navigate to **Settings > Operations** in the left sidebar.

## Journey

The Journey tab controls which parameter names are used to **stitch separate conversations into a single customer timeline**. When an agent collects a value like `CISAccountNumber` in one conversation and the same value shows up again next week, the platform threads those conversations together in [Contact History](/points-of-contact#contact-history) — but only for parameters listed here.

<Steps>
  <Step title="Choose identifying parameters">
    Under **Contact History Params**, use the **Configs** dropdown to pick the parameter names that uniquely identify a customer (e.g., `CISAccountNumber`, `ContactId`, `phoneNumber`).
  </Step>

  <Step title="Save">
    Click **Save** to apply.
  </Step>

  <Step title="Backfill (optional)">
    Click **Backfill** to re-thread historical conversations using the updated identifier set. Useful right after adding a new parameter.
  </Step>
</Steps>

<Note>Parameters chosen here must actually be set by your flow's [Functions](/functions-and-events) during the conversation — otherwise the platform has nothing to stitch on.</Note>

## Internal Contacts

<Frame caption="Internal Contacts — the phonebook used by call-transfer steps">
  <img className="block dark:hidden" src="https://mintcdn.com/dialai/EsqzawSH-Dz3cVjI/images/operations-internal-contacts-light.png?fit=max&auto=format&n=EsqzawSH-Dz3cVjI&q=85&s=e94f3bd988cf018fb7c68e5d15bb22cd" alt="Internal Contacts tab in light mode" width="1920" height="911" data-path="images/operations-internal-contacts-light.png" />

  <img className="hidden dark:block" src="https://mintcdn.com/dialai/EsqzawSH-Dz3cVjI/images/operations-internal-contacts-dark.png?fit=max&auto=format&n=EsqzawSH-Dz3cVjI&q=85&s=4bee6b70c499fdc181fff79ddb78f833" alt="Internal Contacts tab in dark mode" width="1920" height="911" data-path="images/operations-internal-contacts-dark.png" />
</Frame>

The phonebook used by call-center workflows for warm-transfer destinations: escalation lines, supervisor desk phones, and external partner numbers the agent can transfer customers to.

| Column           | What it shows                                                               |
| ---------------- | --------------------------------------------------------------------------- |
| **Name**         | Display name shown when a transfer is offered (e.g., "Billing Escalation"). |
| **Phone Number** | The number the transfer dials.                                              |

Top-right actions:

* **Create** — add a new internal contact.
* **Delete** (row-level icon) — remove an outdated entry.

For end-to-end coverage of building a dedicated Internal Contact transfer destination — including PSTN vs SIP routing and per-skill steering — see [Internal Contact](/internal-contact).

## Do Not Call

<Frame caption="Do Not Call — the outbound suppression list, with the Add dialog open">
  <img className="block dark:hidden" src="https://mintcdn.com/dialai/EsqzawSH-Dz3cVjI/images/operations-dnc-dialog-light.png?fit=max&auto=format&n=EsqzawSH-Dz3cVjI&q=85&s=b164d21d70f668ef1ce59e4ad1d0db7d" alt="Do Not Call tab with Add Numbers dialog open in light mode" width="1920" height="911" data-path="images/operations-dnc-dialog-light.png" />

  <img className="hidden dark:block" src="https://mintcdn.com/dialai/EsqzawSH-Dz3cVjI/images/operations-dnc-dialog-dark.png?fit=max&auto=format&n=EsqzawSH-Dz3cVjI&q=85&s=0dc17f1a6ce5da75d8ce9e30f80457b3" alt="Do Not Call tab with Add Numbers dialog open in dark mode" width="1920" height="911" data-path="images/operations-dnc-dialog-dark.png" />
</Frame>

The Do Not Call (DNC) suppression list blocks specific phone numbers from being dialed by outbound campaigns. Numbers on this list are filtered out before the dispatcher places the call.

<Steps>
  <Step title="Click Add Numbers">
    Opens the bulk-add dialog. Paste one number per line, or upload a CSV/TXT file.
  </Step>

  <Step title="Submit">
    The numbers appear in the list and are immediately respected by [outbound campaigns](/outbound).
  </Step>

  <Step title="Remove an entry">
    Click the delete icon on a row to lift the suppression for that number.
  </Step>
</Steps>

<Warning>The DNC list is tenant-wide. Removing a number affects every campaign in the tenant — verify the lift is intentional before clicking delete.</Warning>

## Skills

<Frame caption="Skills — the routing tags human agents pick from">
  <img className="block dark:hidden" src="https://mintcdn.com/dialai/EsqzawSH-Dz3cVjI/images/operations-skills-light.png?fit=max&auto=format&n=EsqzawSH-Dz3cVjI&q=85&s=156f1dbe288cb50503611de263358dc9" alt="Skills tab in light mode" width="1920" height="911" data-path="images/operations-skills-light.png" />

  <img className="hidden dark:block" src="https://mintcdn.com/dialai/EsqzawSH-Dz3cVjI/images/operations-skills-dark.png?fit=max&auto=format&n=EsqzawSH-Dz3cVjI&q=85&s=da13f41f458ecf65ce0f4ef48a0093ab" alt="Skills tab in dark mode" width="1920" height="911" data-path="images/operations-skills-dark.png" />
</Frame>

Skills are short labels (e.g., **Billing**, **Spanish**, **Fraud**) that the routing engine uses to match a handoff to a qualified human agent. Each human agent picks the skills they can handle from their [Personal Configuration](/personal-configuration); when a flow requests a handoff with a specific skill, the router narrows assignment to users whose skill set covers the request.

<Note>Only users with the **DialAiAdmin** role can manage skills.</Note>

### Creating a skill

<Steps>
  <Step title="Click Create">
    Opens the create dialog.
  </Step>

  <Step title="Enter a name">
    Use a short, recognizable label — it appears verbatim in users' Personal Configuration dropdowns.
  </Step>

  <Step title="Click Create">
    The new skill is immediately selectable by users.
  </Step>
</Steps>

### Deleting a skill

Click the delete icon on the skill row, then confirm. Deletion is irreversible.

<Warning>Deleting a skill doesn't auto-remove it from human agents who already selected it. Those agents keep the tag (struck-through) until they next save their Personal Configuration.</Warning>

### Best practices

| Practice                                                                  | Reason                                               |
| ------------------------------------------------------------------------- | ---------------------------------------------------- |
| Use names ≤ 25 characters.                                                | Fits the multi-select pill UI without truncation.    |
| Avoid overlapping meanings ("Customer Support" vs "Customer Assistance"). | Keeps routing logic unambiguous.                     |
| Review the list quarterly.                                                | Retire unused skills to keep agents' selectors tidy. |

***

## Related

<CardGroup>
  <Card title="Users" icon="users" href="/users">Assign skills and routing settings to operators.</Card>
  <Card title="Personal Configuration" icon="user-gear" href="/personal-configuration">Where each user selects their own skills.</Card>
  <Card title="Outbound Campaigns" icon="phone-arrow-up-right" href="/outbound">Where the DNC list is enforced.</Card>
  <Card title="Points of Contact" icon="phone" href="/points-of-contact">Where Contact History (driven by Journey params) lives.</Card>
</CardGroup>
