Workflow Action - Voicemail

Overview

The Voicemail action allows you to send a pre-recorded voicemail directly to a contact. This can be useful for follow-ups, notifications, or delivering specific messages without engaging in a live call. Action NameVoicemailAction DescriptionSends a pre-recorded voicemail file to the selected contact. Action DetailsFieldDescriptionMandatoryAction NameThe name of the action, which is set as "Voicemail".

YesDrop Your FileUpload the pre-recorded voicemail file you wish to send. The file format should be compatible with voicemail playback.

• YesHow to Configure: Name the Action: Under "Action Name," ensure it reads "Voicemail" to identify the action being taken.
• Upload the File: Click on the "Upload file" button to choose a pre-recorded voicemail message from your local system.

Once uploaded, you can play the message to ensure it's the correct one. Save: After configuring, ensure to save the workflow to apply these changes. Some Triggers (But not limited to)To use the Voicemail action effectively, consider combining it with the following triggers: Appointment No-Show: If a contact misses a scheduled appointment, automatically send them a voicemail to reschedule.

Follow-Up Reminder: Trigger a voicemail if a contact hasn’t responded to previous communications within a set time frame.

Example

Trigger: "Appointment Status Changes" changed to "No-Show"Action: "Voicemail"Uploaded File: "Reschedule.mp3" (a pre-recorded message encouraging the contact to reschedule their missed appointment)In this example, the workflow will detect if a contact does not show up for an appointment and automatically send a voicemail to encourage them to reschedule, improving engagement without the need for manual follow-up.