"Missed call" and "New call" event triggers
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If your system has an integrated telephony, it can utilise the "Missed call" and "New call" trigger events. This functionality allows managers to quickly call back customers who could not initially get through.

Note

If you specified an external number when settting up your telephony integration, the store to which the external number corresponds will be automatically specified when creating an order/customer from a call. This connection only works if the telephony transfers information about the store's phone number, and a corresponding connection between the phone number and the store has been configured in the system.

Let's take a look at an example. You have created a trigger with the "Missed call" event and applied the condition that missed calls related to orders with a "New" status should be tracked. You can then add an action that sends a notification to the manager, reminding them to call back. Or you can use a chat template and send a WhatsApp message to the customer notifying him that, for example, all managers are busy and will contact him later.

For other cases, you can choose alternative actions: SMS, emails, or tasks. If a customer that doesn't exist in the database calls your store, you can use the "Create customer" or "Create order" tasks so that your customer information is immediately up to date.

Important!

For the "Prostie zvonki" ("Simple Calls") system, setting up a trigger with the "Missed call" event is not recommended as telephony loads the history in the customer's browser. If there were 10 calls at night, they will only be loaded into the system at the moment of manager authorisation. Accordingly, the trigger with the “Missed call” event will not be executed at night.

Thank you for your feedback.
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Adding an action to a trigger
Action is what the trigger will do when the previously set conditions are satisfied.
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