Cutting-edge call scheduling for your clients

Use Cases

• Calling the customer to schedule an appointment
• Customer reminder call D-1
• Satisfaction survey

By integrating calls into your intervention workflows, you make your processes more reliable

Calls can be made by a team or by an external company (by creating a dedicated business unit, or by assigning users with the “call center” role). Unlike interventions, which must be performed at a fixed time, calls have date/time availability windows.

Scheduling

Scheduling is performed to prioritize calls, and Cadulis can interface with your call software (such as VocalCom) to automatically trigger dialing. Skills are taken into account to assign calls to the most qualified agents.

Activity Type

To integrate a call into your workflow, you must first create an activity type, based on the Contact initiation type (Settings>Catalog>Create a new activity), then configure the various forms.

Complete Process

To have a call automatically created following an event (creation, closure of an intervention, etc.), you need to configure a trigger in the relevant activity (Settings>Catalog>Operating settings>Triggers).

You can also access all your triggers in the Settings>Triggers menu. With customizable closing forms, you guide the call agent through a questionnaire that evolves based on the answers provided.