Basic Callback Note

Bot template to create callback notes from incoming phone calls

Read this if you have Smart Apps in use that have been ordered before 21 october 2024. New Smart Apps documentation can be found within the Marketplace.

The Basic Callback Note app can be used as to create notes when you are unable to take the phone call.

The bot will ask the caller for their name, phone number, and reason for calling. It will then create a note with the provided details in the Notes folder which you can find in the menu on the left.

The app can be configured with a welcome and a goodbye message. By default, the bot will create a note with the details left by the caller. However when you provide an email address, the bot will send the details to that email address instead of creating a note in the Inbox.

Generic setup

1. Make sure your phone channel is enabled

2. Provide the welcome and goodbye text

   

Notes that are generated by your Voicemail are collected in the Notes section. There notes can be followed up by marking them as completed. This way you'll never forget to follow up on made promises by your bot.

The callback note can be handled accordingly by Marking it as done or Assigning it to one of your colleagues in the manage panel on the right side.

Property	Description	Explanation
Status	Either To Do or Done
Note	Subject of a note
Start at	Start of a note to be handled accordingly	Mostly used with calendering feature
Due at	Deadline for note to be handled accordingly	Mostly used with calendering feature
Tags	Added tags to categorize a specific note.
Created at	Date of creation