LogoLogo
DialoX Manual
DialoX Manual
  • Start
    • News
    • Getting Started
    • Ordering
    • Signup
    • Switcher
  • STORE
    • Marketplace Apps
      • Level 1 - Basic
        • Callback Note Basic
        • On-call Router Basic
        • Smart Group Voicemail
        • Smart IVR Basic
        • SMS Call Deflector
        • Survey Basic
        • Caller Based Router
      • Level 2 - Advanced
        • Call Deflector
        • Callback Note
        • Order Assistant
        • Smart IVR
        • Survey
        • Website Chat
      • Level 3 - Professional
        • Callback Planner
        • Appointment Planner
    • Legacy Apps
      • Survey Extension
      • Smart IVR Basic
      • Smart IVR 2.0
      • Whatsapp Calldeflector 1.0
      • Whatsapp Calldeflector 2.0
      • Social Inbox 1.0
      • Social Inbox 2.0
      • Basic Group Voicemail
      • Group Voicemail
      • Oncall Assistant
      • Web App
      • Basic Callback Note
      • Callback Note
      • Callback Planner
      • Caller Based Router
    • Skills
      • Base flows
      • Platform defaults
      • Phone flows
      • Chat flows
      • Web flows
      • LLM Flows
      • LLM Knowledge base
      • Address Flows
      • Email flows
      • Timeplans
        • How to add a flow for lunch breaks
      • On-call schedule
      • Planner
      • OAuth Flows
      • Integrations
        • Zendesk
        • Jira
        • Hubspot
  • SETTINGS
    • User Settings
      • Availability settings
      • Profile settings
      • Security
    • App Settings
      • App identity
      • Opening hours
      • Tags
      • Studio
      • Extra options
      • Backups
  • Inbox
    • Inbox
      • Assigning
      • Joining and leaving
      • Sending messages
      • Canned responses
      • Team chat
      • Watching
      • Close
      • Filter conversations
      • Multiple inboxes
    • Contacts
    • Notes
    • Today
    • Notifications
      • Notification panel
      • Notification preferences
      • Rules for notification
      • Chrome and Windows settings
      • Microsoft Teams notifications
  • Studio
    • Home
      • Customer settings
        • Settings
        • Advanced settings
        • Store settings
      • Audit Log
      • Access Request
    • Dashboard
    • Flows
      • Playbook
      • Triggers
      • Variables
      • Conditions
      • Tags
      • Languages
      • Links
      • Nodes
        • Say
        • Ask: Open
        • Ask: Choice
        • Ask: Single
        • Ask: Date
        • Ask: Name
        • Ask: Phone
        • Ask: Email
        • Ask: Form
        • Ask: Language
        • Ask: Selection
        • Ask: Time
        • Ask: Audio
        • Ask: Number
        • Ask: Custom entity
        • Ask: Address
        • Ask: Zipcode
        • Iterate
        • Iterate: LLM
        • Say: LLM
        • Say: LLM Knowledgebase
        • Iterate: LLM Knowledgebase
        • Iterate: continue
        • Show: audio
        • Show: whatsapp link
        • Show: image
        • Show: video
        • Show: file
        • Show: location
        • Control flow: branch
        • Control flow: go to flow
        • Control flow: switch language
        • Control flow: close
        • Control flow: restart
        • Control flow: pause
        • Control flow: invoke dialog
        • Dial: number
        • Dial: smart
        • Send: note
        • Send: email
        • Send: SMS
        • Send: whatsapp
        • Escalate: default
        • Escalate: smart
        • Perform: create jira ticket
        • Perform: get jira ticket
        • Plan
    • AI
      • Intents
        • LLM Intents
        • Q&A Intents
      • Knowledge bases
      • Prompts
    • Channels
      • Chatwidget
      • Whatsapp
        • How to integrate Whatsapp
        • How to change my Whatsapp profile
        • How to manage Whatsapp templates
        • How to send Whatsapp template with documents
        • How to automate outbound Whatsapp
        • How to send Whatsapp template
        • How to use Commerce Catalog
        • Whatsapp for Business
      • MS Teams
        • How to migrate new Version
        • How to change channel connection
      • Facebook Messenger
      • Phone
      • Progressive Web App (PWA)
    • Content
      • Nudges
      • Whatsapp optout
      • Voice lexicon
      • FAQs
      • Calendars
    • Visitors
    • Calendars
    • Campaigns
    • Conversations
    • Notes
    • Contacts
  • ADMINISTRATION
    • Organisation
    • Bots
    • Licenses
    • Channels
    • Orders
    • Usage
    • Users
    • Access Requests
    • Analytics
  • DESKTOP
    • Enreach Contact Desktop
  • FAQ
    • Studio
      • How to Publish
      • How to make 2FA Required
      • How to add additional columns to contactlist
      • Conversation retention time
      • How to help the bot pronounce phone numbers correctly
      • How to help the bot pronounce loose numbers correctly
    • Flow Topics
      • Skipping step based on language tag
      • Switching language using intent trigger
    • Meta
      • How to get Meta Business Suite Verification
      • How to connect Facebook page to Facebook Business Account
    • 360Dialog
      • How to give permission API access
      • How do I change my profile in 360Dialog
      • How to make 360dialog templates
      • How do I terminate my number in 360Dialog
    • Bubblescript
      • How to add a custom button
      • How to change the email template
    • Operator
      • Where are my CDRs?
      • Onboarding required
    • Google Tag Manager
    • Platform
      • Network Security Policies
    • Make
Powered by GitBook
On this page

Was this helpful?

Export as PDF
  1. STORE
  2. Legacy Apps

Callback Note

PreviousBasic Callback NoteNextCallback Planner

Last updated 6 months ago

Was this helpful?

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 .

During the callback request process, the Callback Note bot may prompt the user to provide certain information such as their name, phone number, reason for callback, and preferred callback time. This information helps ensure that the callback note is efficient and relevant to the customers needs.

Once the user submits the callback request along with the required information, the Callback Note schedules the callback based on the specified preferences. This scheduling functionality ensures that the callback occurs at a convenient time for the user and helps manage the workload for representatives handling callbacks.

Once your customer has spoken in the variables as stated above, this will eventually result in a Callback Note. Handle 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

The node capture a few variables such as , & reason. These will be sent to the folder which you can find in the menu on the left.

Send Note
name
phone
Notes
Marketplace