Callback Note

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.

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.

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

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