The Call Action in workflows is a powerful tool that enhances your ability to connect with clients and leads throughout various stages of your sales funnels and specific events. This action integrates seamlessly with other functions, such as Voicemail, providing a comprehensive communication solution.
This article will guide you on how to set up a Call Action in your workflows and explore the various customization options available.
Steps to Set Up the Call Action
Step 1: Navigate to Workflows
Go to the Automations tab and select Workflows. You can either start a new workflow or edit an existing one.
Step 2: Set Up Applicable Workflow Triggers
Establish the necessary workflow trigger(s). We provide numerous articles that detail the setup for each type of workflow trigger, so feel free to check those for additional guidance.
Pro Tip: You can use any workflow trigger to initiate the Call Action or leave the workflow without any triggers altogether.
Step 3: Configure the Call Action
Click on the “+” symbol below the trigger to add an action.
Under Actions, select Call from the Actions Menu or use the search function.
Customize the Call Action Parameters:
Action Name: You can name the action under Action Name or leave it as the default. This name will only appear within your workflow builder and does not affect the action itself.
Call Whisper: This text box allows you to input an automated message that will be played to you on the phone before your call connects to the intended recipient. Enter your message here.
If left blank, the default message will be played: “You have a new lead, John Smith. Press any button to connect.” You can personalize each whisper message by clicking on the small tag icon next to the text box, allowing you to use custom fields to include relevant client information.Call Timeout: Specify the number of seconds (S) the call will ring before being sent to voicemail.
Disable Voicemail Detection: This toggle is on by default. Voicemail Detection determines whether someone answers the call or if it gets routed to voicemail, which may cause some delay for other actions/settings. If you follow this action with a prerecorded Voicemail Action, it is advisable to disable voicemail detection. If Stop On Response is enabled in your workflow settings, voicemail detection will differentiate between answered calls and voicemails. In this scenario, disabling voicemail detection will mean that a call routed to voicemail will be treated as a “response,” terminating the workflow.
Connect Call After Keypress: This option is enabled by default. When activated, the system waits for the agent to press any key to connect the call. When disabled, the whisper message will be played three times, and the call will connect automatically without any keypress.
Click Save in the bottom right corner of the action setup menu.
Step 4: Finalize Your Workflow
Click Save in the top right corner of your browser to save the workflow.
If your workflow is ready to be enabled, ensure the toggle switch under Save is set to Publish.
It’s essential to test your workflow to confirm it is set up correctly by using the Test Workflow button next to the publish toggle.
For more detailed information on testing workflows, see our article, “Using the Testing Features in Workflows.”
Now your workflow is configured and ready to use with the Call Action.
Frequently Asked Questions (FAQs)
What is the Call Action in workflows?
The Call Action automates phone calls to contacts based on specified triggers, enabling efficient connections with clients and leads. It works well in conjunction with other actions like Voicemail.How do I customize the Call Whisper message?
You can personalize the Call Whisper message by entering a custom message in the text box. Utilizing custom fields allows you to include specific client information in the message.What is the purpose of Call Timeout?
Call Timeout defines how long the call will ring before it is routed to voicemail, helping to manage the speed of call routing when unanswered.When should I disable Voicemail Detection?
It’s advisable to disable Voicemail Detection if you are using a prerecorded Voicemail Action to prevent delays. However, if Stop On Response is enabled, voicemail detection assists in continuing the workflow if voicemail is detected.What happens if Connect Call After Keypress is disabled?
If this option is disabled, the whisper message will play three times, and the call will connect automatically without waiting for a keypress.Can I test the Call Action before publishing the workflow?
Yes, use the Test Workflow button to ensure that the Call Action is configured correctly and functioning as intended.Can I use the Call Action without a workflow trigger?
Yes, the Call Action can be included in a workflow with or without a specific trigger. If there is no trigger, the action will not initiate automatically.