Below we outline how to set up and use different Workflows that are triggered once a user completes a call and submits their script.
In much the same way as with forms, scripts allow for information to be captured during the call using pre-defined fields. Workflows allow for different actions (such as sending out an email, labelling, user assignment) to be performed quickly, easily and most importantly, automatically.
Creating Script Workflows:
Navigate to the Workflows page inside your Script.
Select Add Workflow.
You will be given 2 different fields: One to create conditions and one to add actions that are to run based on those conditions. (Note: if you leave the conditions section blank, then your workflows will run any time a new call is complete.)
Select Add Condition and pick the type of condition you would like to add.
Select the Delay for your action or leave it to run Immediately.
Select Add Action and pick the type of action you would like to run (e.g. Email).
Select Save once you are happy with the workflow setup that you have created.
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