Skip to main content

Adding a Manual Call Action in Stack

Learn how to incorporate a Manual Call action into your Campaigns and Workflows using Stack. This feature allows you to manage calls efficiently, ensuring that your team can connect with leads directly from the platform.

Contents​

Adding a Manual Call Action in a Workflow​

To add a Manual Call action within a Workflow, follow these steps:

  1. Navigate to Workflows in your Stack dashboard.
  2. Select the Workflow where you want to add the Manual Call action.
  3. Click on the Add Action button.
  4. Choose Manual Call from the list of available actions.
  5. Configure the call settings as needed for your Workflow.

Once set up, the Manual Call queue can be accessed by going to Conversations > Manual Actions. This is where you can manage and execute calls for leads in your Workflow.

Important Notes​

  • If a lead is removed from the Workflow or the system, they will automatically be taken out of the manual call action queue.
  • To control visibility of the call queue, consider using the only assigned data option to limit access to specific users.

Adding a Manual Call Action in a Campaign​

To integrate a Manual Call action into a Campaign, follow these steps:

  1. Go to Campaigns in your Stack account.
  2. Select the Campaign where you want to include the Manual Call action.
  3. Click on Add Action.
  4. Select Manual Call from the action options.
  5. Adjust the settings to fit your Campaign needs.

By following these instructions, you can effectively manage your call tasks within Stack, ensuring that your communication with leads is streamlined and organized.