Workflow Action – Voicemail

TABLE OF CONTENTS

• Overview
• Action Name
• Action Description
• Action Details
• Example

Overview

The Voicemail action allows you to send a pre-recorded voicemail directly to a contact. This can be useful for follow-ups, notifications, or delivering specific messages without engaging in a live call.

Action Name

Voicemail

Action Description

Sends a pre-recorded voicemail file to the selected contact.

Action Details

How to Configure:

1. Name the Action: Under “Action Name,” ensure it reads “Voicemail” to identify the action being taken.
2. Upload the File: Click on the “Upload file” button to choose a pre-recorded voicemail message from your local system. Once uploaded, you can play the message to ensure it’s the correct one.
3. Save: After configuring, ensure to save the workflow to apply these changes.

Some Triggers (But not limited to)

To use the Voicemail action effectively, consider combining it with the following triggers:

1. Appointment No-Show: If a contact misses a scheduled appointment, automatically send them a voicemail to reschedule.
2. Follow-Up Reminder: Trigger a voicemail if a contact hasn’t responded to previous communications within a set time frame.

Example

• Trigger: “Appointment Status Changes” changed to “No-Show”
• Action: “Voicemail”
• Uploaded File: “Reschedule.mp3” (a pre-recorded message encouraging the contact to reschedule their missed appointment)

In this example, the workflow will detect if a contact does not show up for an appointment and automatically send a voicemail to encourage them to reschedule, improving engagement without the need for manual follow-up.