Introducing Call Scripts to Boost Agent Efficiency

Enhance Your Calling Operations with Call Scripts

We are excited to announce the introduction of Call Scripts, a tool designed to streamline and enhance the productivity of your calling agents. By incorporating Call Scripts directly within the web dialer, you can ensure consistency and efficiency in every call. Here’s how it can benefit your team.

How to Create a Call Script

Creating a Call Script is straightforward for those with admin privileges. Follow these steps:

1. Navigate to: Location Settings > Phone Numbers > Advanced Settings > Call Scripts.

   

2. Only Agency Owners, Admins, and Account Admins have the ability to create Call Scripts. While non-admins are unable to create these scripts, they can still utilize them during calls.

Using Call Scripts in Your Calls

Maximize the effectiveness of your calls by using Call Scripts through these simple steps:

1. Begin your call using the web dialer.
2. Click on “Scripts”.
3. Select the desired Script to guide the conversation.

Availability of Call Scripts

Call Scripts are currently accessible via the Labs section. To enable this feature, go to:

• Location Settings > Labs > Call Scripts

Device Support and Future Enhancements

At the moment, Call Scripts are integrated with the web dialer, with plans for mobile app support coming soon. Please note, Call Scripts currently cannot be linked to workflows, users, or opportunities. We encourage you to share your feedback and most needed features with us, which will help us prioritize future updates.

Stay tuned for more updates, and in the meantime, explore our support page for additional information and assistance.

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