Schedule a callback

Call plans · 30 seconds · Agent

The callback has a clear future date and time.

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

Try it

1. Open the call result form and choose Connected, then Call Back Later.
2. Write why the client asked for a callback.
3. Choose a future date and time in the agency’s time zone. The demo agency uses Asia/Bangkok.
4. Choose Log Outcome and check the recorded callback time and note.

Transcript

When a client asks you to call later, record a callback. Open the call result form and choose the callback option. Add a short note and select a future date and time. Check the time zone shown before saving. The scheduled callback gives you a clear time to return to the conversation.

Files

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