The Manual Call Action feature is an essential tool for managing your call queue efficiently. This function allows you to systematically organize and queue contacts requiring phone calls. Below is a guide on navigating and utilizing Manual Call Actions effectively.
Navigating Manual Calls in Conversations #
Start by selecting Conversations from the left-hand menu and then click Manual Actions in the top menu.
In the Manual Actions section, you will find a record of all previously created actions. You can sort these actions by workflows or assigned users.
Since there are no pre-existing manual call actions, you will need to create a new one.
Setting Up Manual Actions in Workflows #
Navigate to Automation in the left-hand menu, then select Workflows from the upper left-hand section. Next, click Create Workflow in the main view or select an existing workflow.
Configuring Actions #
In the workflow editor, either configure a workflow trigger or choose to initiate the workflow manually by leaving the trigger section empty. Click Add an Action, then search for Manual Action. You will find two types of manual actions: Manual Calls and Manual SMS. Select Manual Calls to proceed.
Name your workflow to identify it easily, then publish and save it.
Adding Contacts for a Manual Call #
If you added a trigger to the workflow, the manual call action will be added to each contact who satisfied the trigger criteria.
If you opted to trigger the workflow manually:
- Navigate to Contacts in the left-hand menu, select one or more contacts by checking the boxes next to their names, and click the Trigger Automation icon.
- In the pop-up modal, enter a name for the action, select the manual action workflow you previously created, choose your preferred bulk action delivery method, and click Add to Automation.
Starting the Manual Call Action #
Return to the Manual Actions tab within Conversations. You will now see the manual call you added for the selected contact in the workflow.
To initiate the manual call action, click Let’s Start. This will direct you to the contact’s page and automatically dial the number.
Use the dialer dropdown in the top right of the contact’s page to view call details.
If you have multiple contacts queued, the system will automatically dial the next contact once the previous call concludes.
The Manual Call feature is a valuable asset to enhance efficiency. By following the steps outlined above, you can effectively manage and execute manual call tasks, ensuring a streamlined and organized approach to contacting your leads.
Frequently Asked Questions #
What is a Manual Call Action? #
A Manual Call Action is a queued task that organizes contacts who need a phone call, letting you dial them one by one in a structured, efficient way from within Conversations.
How do I create a manual call workflow? #
Go to Automation, select Workflows, create or open a workflow, click Add an Action, search for Manual Action, and choose Manual Calls. Then name, publish, and save the workflow.
How do I add contacts to a manual call queue? #
If the workflow has a trigger, qualifying contacts are added automatically. For manual triggering, select contacts in the Contacts area, click Trigger Automation, choose your manual action workflow, and click Add to Automation.
How do I start dialing my queued manual calls? #
Open the Manual Actions tab in Conversations, find the queued call, and click Let’s Start. You will be taken to the contact’s page and the number is dialed automatically.
What happens after I finish one manual call? #
If you have multiple contacts queued, the system automatically dials the next contact as soon as the previous call ends, keeping your outreach moving without manual restarts.
Where can I see call details during a manual call? #
Use the dialer dropdown in the top right of the contact’s page to view the call details while the call is in progress.
