Overview

Manual Call Action is a workflow feature in Scalendo that "allows you to assign outbound call tasks to a team member based on workflow triggers" such as tags or form submissions.

Key Benefits

• Automation Flexibility: Tasks assigned automatically through workflows
• Workflow Efficiency: Representatives manage call queues from one centralized tab
• Task Tracking: Monitor statuses including "Yet to Call" or "Completed"
• Custom Triggers: Configure based on contact tags, form submissions, and pipeline changes

Setup Instructions

1. Navigate to Marketing in the left sidebar
2. Click + Create Workflow
3. Select + Add Trigger and choose your trigger type
4. Click the + icon below the trigger to add an action
5. Select Manual Action To Call and name it (e.g., "Manual Call")
6. Click Save, then Publish

Accessing Manual Calls

1. Go to Conversations in the navigation
2. Click the Manual Actions tab
3. View the list of workflow-generated tasks
4. Click Let's Start to begin a call task

FAQs