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Version: 3.0 and below

Calling List

The Calling List in the Customer Info Panel allows agents to manage their call tasks efficiently. It provides an organized view of pending and completed calls with customers.

Features​

  • Call Logs:
    Includes a record of past calls with timestamps and outcomes.
  • Actions:
    Agents can mark calls as completed, reschedule them, or initiate new calls directly from the list.

Use Cases​

  1. Follow-Ups:
    Keep track of scheduled follow-ups for unresolved queries or sales leads.
  2. Call Campaigns:
    Manage outbound call campaigns by organizing customer contacts in the calling list.

The Calling List ensures agents stay on top of their call tasks, enabling effective communication and ensuring no customer is left unattended.