Triggering an Outbound Call
Updated
Introduction
Outbound calls are important for business and sales, and Sprinklr allows agents to make outbound calls without any hassle.
Business Use Case
To instantly follow up with the customer while the agent is on conversation pane
QM/Supervisor can directly manual call the customer
Workflow and Functionality
Note: Dialers should be configured & shared, and outbound calling functionality should be enabled, then Agent will be able to make outbound calls from Sprinklr
Outbound calls can be made in 3 easy ways:
1. Outbound Dialer :
On Care Console, at the top of the screen slightly right there’ll be an call icon. This icon is the manual dialer from which user can make the outbound call.
Click on the button and there will be a list of all the manual dialer which are shared with the user/user group
Select the dialer and below that there’ll be country code and next to the country code, write the number to which the outbound call is to be made
2. Conversation Widget Dialer :
If the specific case is open, at the top of the conversation pane there’ll be an call icon.
Click on the button, and there’ll be 2 options: Customer and External
After clicking “Customer”, number of the customer will be auto-filled
After clicking “External”, the same UI will be highlighted as the 1st option stated above
3. Conversation Widget - Click to Call :
Any number mentioned during the conversation will be identified and the option to call the same will be there.
In the conversation widget, hover over the number to open the click to call option.
Select the application and click the Call button.
Call controls widget will open and call controls will be enabled as soon as the user accepts the call.