Workflow Action - Manual Call

Overview

The Manual Call action allows you to create a call task for a user to manually send an call the contact. This is useful when you want a manual intervention for the call. This action is useful for ensuring timely follow-ups, reaching out to leads, or conducting scheduled calls manually. The task created will appear in the Conversations > Manual Actions tab.

Action NameManual CallAction DescriptionThe Manual Call Action creates a task in Conversations > Manual Actions tab for a call to a contact manually. The task requires user intervention to call the contact. Once the task is deleted from the actions tab, the contact will move to the next action in the workflow. Action DetailsStep-by-Step GuideChoose the Action Type: Navigate to your workflow and select "Manual Call" from the list of available actions.

• Name Your Action: Enter a descriptive name for the action, such as "Follow-Up Call."Go to Converastions > Manual actions tabView your taskDelete the task once completed.
• Execution Logs: The action logs will show a manual call action with a message "Manual Call added to the manual queue".

This helps in tracking the of your call. Important: The Manual Call action only progresses the workflow when the task is explicitly deleted from the Manual Actions tab. Simply calling the contact from the Contacts page or any other area will not complete the task or move the workflow forward.

Example

Scenario: A business wants to ensure that a sales representative follows up with every new lead within 24 hours of their initial inquiry. Once the call is complated, delete the task to move to next step in workflow. Workflow Setup: Trigger: New Contact CreatedAction: Manual CallName: "Lead Follow-Up Call"Outcome: The sales team member receives a task to call the new lead, ensuring a timely follow-up, which can significantly increase the chances of conversion.

Frequently Asked Questions

Q: Can I manually delete the Manual Call task? Yes! You must manually delete the task in the Conversations > Manual Actions tab after completing the call. This step tells the system to move the contact to the next action in the workflow.