Find your next call

Call plans · 30 seconds · Agent

You know which assigned call to work on.

English narration and visible captions. The tutorial uses fictional people and records in a demo agency.

Try it

1. Open Call plans to see Today’s calls. Your manager has already published and assigned this example plan.
2. Choose an assigned call to open its contact context.
3. Review the contact details and Attempt History, including earlier notes.
4. Check why you are calling. Record the result after the conversation.

Transcript

Start with the calls assigned to you. Open Call plans and look at today's queue. Choose an item to see the contact details and previous notes. Check why you are calling before you begin. This gives you the context for the conversation. After the call, record the result so the next step is clear.

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• English captions (WebVTT)
• English captions (SRT)
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