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Customer Callback Requests2 min read

Initiating Direct Outbound Calls from Callback Table

Step-by-step visual guide to reviewing pending callback records, launching one-click browser phone calls, and updating resolution statuses.

Overview

Support agents can trigger instant browser-based outbound calls to shoppers directly from the Callbacks Queue without manually typing phone numbers on external handsets.
ЁЯУНExact Buttons / Menus in Dashboard
Call (ЁЯУЮ)UnattendedAttendedCall Not Connected+ Schedule Callback

ЁЯЦ╝я╕ПVisual Interface Guide

PistioAI Callbacks Queue Action Column with Green Call Button
1Callbacks Ledger Table Highlighting Preferred Time, Reason Badge, Status Selector, and One-Click 'Call' Action

Step-by-Step Instructions

1Locate Pending Record & Review Reason

Find the customer's entry in the Callbacks Queue table. Check [Preferred Time & Reason] to see when they wish to be contacted and read their issue summary (e.g., 'Having return issue.') to prepare necessary order context.

ЁЯОпTable Row Data: [Customer Name: Rakesh Singh], [Contact: 7878934562], [Reason: Having return issue.]

2Trigger Outbound Browser Call

Click the green telephone button [ЁЯУЮ Call] in the Actions column. The web dialer triggers the outbound phone line to immediately connect you to the shopper's contact number.

ЁЯОпExact Action Button: [ЁЯУЮ Call]

3Mark Call Outcome & Update Status

After ending the phone conversation, click the inline status dropdown in the row and select the appropriate resolution state: [Attended] if the customer was successfully assisted, or [Call Not Connected] if the customer did not answer, keeping the queue clean and accurate.

ЁЯОпStatus Options: [Unattended], [Attended], [Call Not Connected]

ЁЯТбPro Tips & Best Practices

  • тАвIf a customer's call is not answered, set the status to 'Call Not Connected' and make a second attempt during business hours.
  • тАвVerify your browser microphone permissions if the call dialer prompt does not connect immediately.
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