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Call Scripts

You can increase consistency and productivity of your calling agents by providing them an easy to follow Call Script right within the web dialer.

How to Create a Call Script

Navigate to Settings > Phone Numbers > Advanced Settings > Call Scripts

Only Owners, Admins and Account Admins can create Call Scripts. Non-admins can't create Call Scripts but they can use it when on a call.

How to Use Call Scripts

Make a call using the web dialer
Click on Scripts
Select Script

Availability

This is available via Labs right now. Enable it within Settings > Labs > Call Scripts

Device Support

This works on the web dialer currently. Mobile app support coming soon.

Currently, you can't link the Call Scripts to a workflow, user or opportunity.

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