Callback Note Basic
Bot template to create callback notes from incoming phone calls
Last updated
Bot template to create callback notes from incoming phone calls
Last updated
The Callback Note Basic 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 app 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.
Make sure your phone channel is enabled
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 app.
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 |