How to Access and Manage Manual Actions
Updated: October 18, 2024
Completing Manual Actions
- Navigate to the Dashboard in the menu pane.
- Scroll down and click on Manual Actions on the left-hand side.
- The manual actions list will display various details for each action, including the contact, workflow, date, assignee, and type of action required.
- At the top, you can filter by Workflow or Assignee.
- At the top of the manual actions list, you will see a button that says, Let's start.
- If the button is grayed out, it means there are no actions available to start.
- Once you click the button, this will initiate the process of making phone calls, starting from the top of the list and working down. It will begin calling the first person on the list. We refer to this as "rapid fire calling."
Understanding Manual Actions
- Manual actions are automatic reminders within your workflows.
- They serve as prompts to perform specific tasks, such as making a phone call or sending a text message.
- It's important to note that manual actions themselves do not initiate phone calls or send text messages automatically.
- If a contact is at a manual action step within a Workflow, they will remain at that step inside the Workflow until the manual action is complete.
Filtering Manual Actions
- You can customize the view of the manual actions list by applying filters.
- Choose to see only actions assigned to you or view actions assigned to everyone.
- Additionally, you can specify manual actions created from a specific workflow.
Accessing Manual Actions in Conversations
- You can also access your list of manual actions by navigating to Conversations in the menu pane.
- Click on the Manual Actions tab at the top.