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 #
| Field | Description | Mandatory |
| Action Name | The name of the action, which is set as “Voicemail”. | Yes |
| Drop Your File | Upload the pre-recorded voicemail file you wish to send. The file format should be compatible with voicemail playback. | Yes |
How to Configure:
- Name the Action: Under “Action Name,” ensure it reads “Voicemail” to identify the action being taken.
- 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.
- 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:
- Appointment No-Show: If a contact misses a scheduled appointment, automatically send them a voicemail to reschedule.
- 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.
