Get a new task to fill the VoIP call note

Created: 2019-04-23
Last updated: 2019-04-23

Post view count: 1056

If you care about high service quality, make sure the information flow works just fine in your company. Especially when it comes to the telephone contact. Even when you have a big rotation in your company or your consultants work shifts, each one of them should know when was the last contact with a client and what was it about.

To keep the continuity of the contact, all you need is a simple VoIP calls notes feature. This way you'll always be up to date with clients' reports.

In Sugester to each call you can add a short information with all most important details of the call. You can also leave some pointers for the other consultant. With this feature there's no way for mistakes or misguiding a client.

If you want your consultants to fill the notes after each call, and you know that they don't always remember about it, you can set them a reminder with automatic tasks. Such task will be created every time the note won't be filled in after a call.

To set the automation, select Settings > Automation > Macros and filters > New filter

Fill the name and select filters kind - Action on changes in VoIP

In the Condition script write down:

(((call.status == 'call_end' || call.status_was == 'call_end' || call.status == 'queue_hangup' ) && call.duration != 0) || (call.status == 'call_end'  &&  call.additional_fields['answered'] == '1') && !call.description)

In the Action script write down:

title = 'No VoIP note: ' + call.start_time
content = "A note hasn't been filled in. Number: "  + call.number_from + "o " + call.start_time



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