Call back every missed call

Before you start

• Your Callizy account.
• A microphone to call back: the computer’s, a headset, or the app on your cell phone.

1. 1

   Open the Inbox

   10 s

   In the menu, click Inbox, Conversations tab.

   Phone/Inbox/Conversations

   Open this screen in Callizy
2. 2

   Show the missed ones

   20 s

   At the end of the filters, click ⋯, then Missed. What stays are the conversations whose last exchange is a missed call or a voicemail. Check Missed in that menu to keep it in the row.

3. 3

   Read before you call back

   30 s

   Open the first conversation. A voicemail? Its transcript is right below: you already know what the customer wants.

4. 4

   Call back

   1 min

   In the customer’s record, on the right, click Call. They see the company number. No answer? Text them right below the last message.

5. 5

   Move to the next one

   10 s

   As soon as you call back or text, the conversation leaves Missed. Keep going until the list is empty.

6. 6

   On your cell phone

   20 s

   In the iPhone app, Home tab, tap the To call back tile: it counts these conversations. In the Android app, History tab, Missed filter.

Settings

You can change them at any time, without reconnecting anything.

Done (Team plan)

In a team, Done, at the top of the conversation, takes it off the list. If the customer calls or texts again, it comes back. Reopen brings it back too.

Assign (Team plan)

Assign hands the callback to a colleague. The Mine filter shows what is yours.

Not working?

Frequently asked questions