Workflow Action: Manual Call

The Manual Call Event creates a queue so someone logs into our software, they can view a call list and utilize the call function to call through that list.

Step 1: Create a Manual Call Workflow

• Create a new Workflow, or go into an existing workflow. Click "Add Action" and choose 'Manual Call".

• Save and Publish the Workflow.

Step 2: How to Test the Manual Call Workflow

• Create a test contact record using your own information (or navigate to your existing test contact record).

• Add this test contact to the Workflow

• Navigate to Contacts > Manual Actions. Click "Let's Start" in the top right corner of the screen. our software will make a call (to your test contact).

• Since the call will be coming from a browser you may need to click “allow microphone” to activate the permissions on your computer. After the call is complete, you can select the outcome of the call as shown below:

Step 3: Using the Manual Call Workflow

• Now that you've successfully tested the manual call workflow with yourself, you can add contacts to this workflow. This can be done through a tag, trigger, or the Bulk Actions listed in your Contact section.

Note: If you have a large list and want to pause, you can click on the “Let’s Start” button and it will pause the sequence (there’s a 5 second rundown before the next call comes in).