Callback Note Basic
Smart App to create Callback Notes from incoming phone calls
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DialoX Manual
Smart App to create Callback Notes from incoming phone calls
Last updated
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The Callback Note Basic app is designed to streamline communication within your team by allowing agents to easily create callback notes during conversations. This smart app provides a straightforward way to track follow-up requests, ensuring that no important tasks are missed. It’s an essential tool for teams that prioritize efficient communication and task management.
Phone The Callback Note Basic will summarize the user's reason for calling.
The bot requires no extra information to get started.
To adjust the settings for Callback Note Basic:
Any of the following roles can be assigned to manage the CMS, and thus the contents of the survey:
Agent
Operator
Here’s how the Callback Note Basic app works. Fill in the necessary details, such as the follow-up date and a brief description. Once the note is saved, it appears in the Notes accessible by authorized users. When it’s time for the follow-up, the app will send a reminder to the assigned agent or supervisor via push notification or email. This can be set up in your personal profile. Completed callbacks can be marked as Resolved to keep the dashboard organized.
The app will determine the language of the user based on their phone number. The app falls back on the default language of the app in case the language cannot be determined (e.g. French or Dutch in Belgium).
The opening hours have no effect on the Callback Note Basic.
