If you need a guide to help agents through conversations, Call Scripts are perfect for that. Using call scripts during calls helps to standardise interactions, reinforce messaging, and support new team members in real time. Follow along to learn how to 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 use 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 follow along throughout your call.
Minimise the script when you are done to return to the toolbar view, where you can 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 adding Call Scripts to your call workflows, you can make sure every agent has the right language at the right moment, leading to more effective conversations, better customer experiences, and stronger team alignment.