Voice: Smart Dialer Breakout Box

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Answering an incoming phone call

The Breakout Box will appear.

At any time during the conversation, you can send the customer a message via text, email, or any other available communication channel. This feature allows you to share quotes, Google map links for directions, links to join your community or webinars, and more.

During the conversation, you can manually activate the 'Stay Connected' switch to keep the modal open after the call ends. This allows you to complete tasks such as taking notes, adding the customer to the database, sending follow-up texts or emails, and creating a note to remind you about the call's context

The modal will now stay open after the call.

Click on "Menu" icon.

Click on "Settings"

Scroll to "Call Modal After Call completed" and toggle to "Stay Open"

Click on "Save"

Click on "Quick Links"

Click on "Make a Call"

Click to engage the call. The Breakout Box modal will appear once the call is connected.

The Breakout Box will appear.

To modify a contact's information, click the "Edit Contact" icon.

from here you can edit your contact's information, just click submit to save

To access the Notepad feature, click the '+' icon.

This will display all existing notes related to the customer, including sent and recently added notes. If there are any notes, click the pencil icon (not shown in the image) to review and edit their content.

To create a new note, click the 'Add Notepad' button, which will open a fresh notepad for you to type and save relevant information or reminders

If you plan to send a text message, first select the appropriate 'Send Number' from the available options.

Then, click the '+' icon, which will reveal three choices: 'Opt-in,' 'Templates,' and 'Assets

The 'Opt-in' option provides a pre-made opt-in template that you can use to enroll your customer in a specific group. This will allow you to contact them with promotional text messages in the future. To include this template in your message, simply click 'Insert.

After inserting the opt-in template, you can click 'Send SMS' to send the message. You have the flexibility to send it during the conversation, allowing the customer to opt-in while you're speaking with them, or after the conversation has ended. You can also personalize the message by adding a greeting or any other relevant information. For example: 'John, it was great speaking with you. Just text back "Join101" to opt-in and occasionally receive messages from us. Message frequency may vary. Standard message and data rates may apply. Reply STOP to unsubscribe.

To access pre-made templates, click on the 'Templates' button.

Then click the 'Notepad' icon. This will display a list of available templates that you can utilize.

Template added. You can now add the variables, in this example, we just added '$424 Fuel Injector Kit'.

To send just click the "Send SMS" icon

To access and share various file types, click on the 'Assets' button.

Assets can be anything from PDFs to JPG images that you would like to send to the customer as a link. The customer can then follow the link to retrieve the asset.

Once you select an asset, its URL will be automatically populated into the message field. You can provide additional context by typing a message before or after the asset URL

To view the history of interactions with a customer, click on the 'Timeline' icon.

This feature displays all previous communications, allowing you to be better informed about the customer's history and context.

To manage tasks related to a customer, click on the 'Task' icon.

From there, you can either click on the pending task icon to view any existing tasks or select 'Create New Task' to create a new task specific to that customer.

In this example, we're creating a new task to call the customer on Monday if they haven't visited or made contact. This task will be assigned to the entire team. Once you've entered the task details, click on 'Save' to create the new task.

Click on "Save"

Additionally, you can compose a message directly in the text box and choose to save it, send it via text, email, social channels, or fax to the customer. However, make sure you have the correct contact information to complete the task. For example, if you want to send a fax, ensure that you have the customer's fax number in their contact form. If not, click on the contact icon and fill in the missing information as previously shown.

To access Customer Connect, click on the 'Customer Connect' icon.

From there, you can connect the customer to a live operator or an AI operator to continue the conversation or assist with any further inquiries.