Create an Outbound Call Action

Overview

Before you begin

• You need access to Automated Calls.

Steps

1. Click Config.
2. Click Intelligence
3. Click Automated Calls.
4. Stay on Outbound.
5. Click Add New Action.
6. Enter a value in Name.
7. Select a value in This call relates to.
8. Enter a value in Description.
9. Select a value in Color Scheme.
10. Turn on Will this call action need to handle an automated menu? if needed.
11. Click Prompts.
12. Enter a value in What data must be present to use this call action? if needed.
13. Enter a value in Thoroughly describe how this call agent should behave.
14. Enter a value in What data, if any, should be extracted from the call transcript? if needed.
15. Click Save Action. 

Troubleshooting

• If the action does not save, then make sure Name and Description are filled in.
• If the action should use custom fields, then open Custom Fields and add them before saving.