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Workflow Action: Manual Call

Overview​

The Manual Call action in Stack allows you to create a call task for a user to manually call a contact. This feature is particularly useful for ensuring timely follow-ups, reaching out to leads, or conducting scheduled calls manually. Once created, these tasks will appear in the Conversations > Manual Actions tab.

Action Name​

Manual Call

Action Description​

The Manual Call action generates a task in the Conversations > Manual Actions tab, requiring user intervention to call the contact. After the task is completed and deleted from the actions tab, the contact will proceed to the next step in the workflow.

Action Details​

Step-by-Step Guide​

  1. Choose the Action Type:

    • Navigate to your workflow and select "Manual Call" from the list of available actions.

  2. Name Your Action:

    • Enter a descriptive name for the action, such as "Follow-Up Call."

  3. View and Complete Your Task:

    • Go to Conversations > Manual Actions tab to view your task.
    • Delete the task once it is completed to proceed with the workflow.

Execution Logs​

The logs will record a manual call action with the message "Manual Call added to the manual queue," helping you track the progress of your call tasks.

Example​

Scenario​

A business wants to ensure that a sales representative follows up with every new lead within 24 hours of their initial inquiry. Once the call is completed, the task should be deleted to move to the next step in the workflow.

Workflow Setup​

  • Trigger: New Contact Created
  • Action: Manual Call
  • Name: "Lead Follow-Up Call"

Outcome​

The sales team member receives a task to call the new lead, ensuring a timely follow-up, which can significantly increase the chances of conversion.