Knowledge Base Knowledge base Follow ups Basics

            How can I create the follow-up feature in MyOperator?

            To use follow-up feature you have to enable the rules or create a new one first.

            1. Login to your MyOperator dashboard as admin& click on Followup from top menu




            2. Click on “Enable the rules” link




            3. Click on "Add new"




            4. Enter the rule name




            5. Select the criteria




            6. You can add more than one criteria, for thisparticular rule the followup will be for incoming missed call.




            7. You have choice where you want to transfer thefollowup calls. You can transfer the call
                 a. To the department where call ended.
                 b. To the user who attended or missed the call
                 c. To the particular department
                 d. To the particular user.




            8. Save the rule.




            9. Find the rules here




            10. Now click on “Followup”. You cannot see any pending followup here currently. But the list of followups will appear as you missed any calls.




            10. Find the list of followup as you missed the call.


            Updated: 13 Feb 2019 03:24 PM
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