The Manual Call Action feature helps you manage your call queue in an organised way, letting you queue up contacts who need a phone call. Here's how to navigate and use Manual Call Actions.

Select Conversations from the left-hand menu, then click Manual Actions in the top menu.

In the Manual Actions section, you'll find a record of all previously created actions. You can sort these by workflow or assigned user.

If there are no pre-existing manual call actions, you'll need to create a new one.

Setting Up Manual Actions in Workflows

Go to Automation in the left-hand menu, then select Workflows from the upper left-hand section. From there, click Create Workflow in the main view or open an existing workflow.

Configuring Actions

In the workflow editor, either set up a trigger or leave the trigger section empty to run the workflow manually. Click Add an Action, then search for Manual Action. You'll see two types: Manual Calls and Manual SMS. Select Manual Calls to continue.

Give your workflow a name so it's easy to identify, then publish and save it.

Adding Contacts for a Manual Call

  • If you added a trigger to the workflow: The manual call action will be added to each contact who satisfied the trigger criteria.
  • If you opted to trigger the workflow manually:

Navigate to Contacts in the left-hand menu, select one or more contacts by ticking the boxes next to their names, and click the Trigger Automation icon.

In the pop-up modal, enter a name for the action, select the manual action workflow you created earlier, choose your preferred bulk action delivery method, and click Add to Automation.

Starting the Manual Call Action

Head back to the Manual Actions tab within Conversations. You'll now see the manual call you added for the selected contact in the workflow.

To start the manual call action, click Let's Start. This takes you to the contact's page and automatically dials their number.

Use the dialer dropdown in the top right of the contact's page to view call details.

If you have multiple contacts queued, the system will automatically dial the next one once the previous call ends.

The Manual Call feature is a handy way to work through your call list efficiently. Following the steps above, you can manage and run manual call tasks in a clear, organised way, keeping your approach to contacting leads consistent.