Add an Inbound Call Action

Overview

Before you begin

• You need an existing inbound call agent.

Steps

1. Click Config.
2. Click Intelligence.
3. Click Automated Calls.
4. Click the Inbound Tab
5. Open the inbound call agent you want to update.
6. Click Call Actions.
7. Click Add New Action.
8. Enter a value in Name.
9. Enter a value in Description if needed.
10. Turn on Should the results of this action be sent to the practice inbox? if the outcome needs follow-up.
11. Turn on Can this action transfer the call to another phone number? if the action should transfer calls.
12. Enter a value in Transfer Phone Number if transfers are enabled.
13. Click Prompts.
14. Enter a value in When should this call action be used?
15. Enter a value in Thoroughly describe how to perform this action.
16. Enter a value in What data should be extracted for Practice Inbox? if the action sends results to Practice Inbox.
17. Click Save Action.

Troubleshooting

• If Save Action is disabled, then make sure Name and When should this call action be used? are filled in.
• If transfers are enabled, then enter Transfer Phone Number before you save.