Making a Team Call

Components of a Team Call #

1. Call Assist dials your Team.
2. An Agent Answers the call.
3. Whispertext is read to the Agent.
4. Call control instructions are played.
5. Agent Dials 1 to connect to lead or 3 to escalate to next Agent.
6. After call Whispertext is played.
   

Triggering from the Web UI #

Two ways to trigger a Call from the Web UI.

1. Calls

2. Leads

How to Make a Team Call from the Web UI #

1. Who should we call first?
   Team
   
2. Which Team should we call?
   Select Team to call
   
3. Optional – Filter the Team Members.
   Remove Team members from the call.
   
4. What Lead should we call after the Team member answers?
   Select the Lead to connect the team member to when they are ready.
   
5. Optional – When should the call Start.
   Schedule the call for a future date.
   
6. Optional – Change Call Settings
   Override the default team settings for the call.
   
7. Make Call
   
   

How to Make a Team Call from a Webhook Integration #

{ 
  "phone": "15555555555", 
  "type": "team",
  "source": "webhook", 
  "fname": "John",
  "lname": "Smith", 
  "company": "Zoomer Media", 
  "email": "jsmith@example.com", 
  "category": "Aging leads"
}