Manual Action articles for Conversations are in this folder.

Frequently Asked Questions #

What are Manual Actions in Conversations? #

Manual Actions are tasks within the Conversations area that a user performs by hand, such as placing a manual call or completing a manual step, rather than having the system carry them out automatically.

Where do I find Manual Action articles? #

All Manual Action articles for Conversations are grouped together in this folder so you can reference each step-by-step guide in one place.

How are Manual Actions different from automated actions? #

Manual Actions require a person to take the step directly, while automated actions are triggered and completed by the system without user involvement.

When should I use a Manual Action? #

Use a Manual Action when a contact or workflow needs a personal touch or a decision that the system cannot make on its own, such as a manual phone call.

Do Manual Actions work inside the Conversations tab? #

Yes. Manual Actions are designed to be carried out from within the Conversations area so you can manage outreach and follow-up in context.

Can I browse related Manual Action topics? #

Yes. This folder contains the related Manual Action guides for Conversations, so you can move between topics such as Manual Calls and other manual steps.