If you ever need a guide to help agents through conversations, Call Scripts will be perfect for you. Using call scripts during calls helps to standardize interactions, reinforce messaging, and support new team members in real time. Follow along to learn how you can use Call Scripts for targeted calls in the mobile app.
Note: This feature is available for LeadConnector v3.103.4 and above, so be sure to keep your app updated to take advantage of all the latest features.
How It Works #
To utilize Call Scripts, you must first set them up in the Advanced Settings of the Phone System within the web application. For detailed steps, please visit the “How to Create a Call Script” article!
Once you have done so:
- Open the mobile app and log in with your account credentials. From the main dashboard, access the apps section.
- Next, click the phone icon to access the dialer and call your contact.
- Within the active call, tap the Scripts icon on the top left of the toolbar.
- If you have multiple scripts, you can change the script displayed by using the switcher, then proceed to follow along throughout your call.
- Minimize the script when you are completed to return to the toolbar view, enabling you to access the contact’s profile, transfer them to another agent for further assistance, or end the call once the customer’s needs are met.
By integrating Call Scripts into your call workflows, you can ensure that every agent is equipped with the right language at the right moment — leading to more effective conversations, better customer experiences, and stronger team alignment.
Frequently Asked Questions #
What app version do I need to use Call Scripts? #
Call Scripts are available for LeadConnector v3.103.4 and above, so keep your app updated to access the feature.
Where do I create Call Scripts? #
You must first set them up in the Advanced Settings of the Phone System within the web application. See the “How to Create a Call Script” article for detailed steps.
How do I open a script during a call? #
Within the active call, tap the Scripts icon on the top left of the toolbar to display your script.
Can I use more than one script? #
Yes. If you have multiple scripts, use the switcher to change which script is displayed during the call.
How do I get back to the call toolbar? #
Minimize the script when you’re finished to return to the toolbar view, where you can access the profile, transfer the call, or end it.
Why should I use Call Scripts? #
Call Scripts standardize interactions, reinforce messaging, and support new team members in real time for more effective, consistent conversations.
