How do I make a call on AutoConvert?

Make sure you're logged into AutoConvert and then you have two ways to make a call:

• Within an application
• From the Contact Centre pane

Within an application

• Find the application you want to make a call for
• You then have two options:
  •  
    • Select 'More' in top right-hand corner to open the menu. Select 'Call customer's forename'.
    • Or select the phone number on the application
• The call will then start
• Once the call is finished, if you have calling outcomes enabled, you'll be asked to select one and add a note if needed

From the Contact Centre pane

• In the top right-hand corner, select the button to maximise the Contact Centre pane. It's a blue circle with a white arrow.
• Select the 'Contact Centre' menu
• Then 'Make a call'
• Select who you want to call
  •  
    • An agent: A list of all the agents in your account
    • A contact: A list of your account's contacts. They'll only show if they have a phone number assigned.
    • Or enter a phone number: You'll be able to type the number you want to call
• Select 'Call' to start the call