From Bright Pattern Documentation
< 5.3:Agent-guide | Tutorials | Calls
• 5.3
Contents
- Agent Guide Introduction
- Welcome
- What Is Agent Desktop?
- User Interface OverviewGetting Started
- SetupUsage
- Working in Agent DesktopTutorials
- Tutorials
- Tutorials Overview
- Calendar
- Calls
- Overview
- Call ControlsAccepting/Rejecting Calls
- How to Answer an Incoming Call
- How to Reject an Incoming CallAfter Call Work and Dispositions
- Dispositions and Notes
- How to Wrap Up After Call WorkCallback Reservation
- About Callback ReservationConferences
- How to Host a Conference
- How to Participate in a ConferenceConsultations and Transfers
- How to Make Consultations and TransfersDirectory
- How to Use the DirectoryFavorites
- How to Use Favorite ContactsFollow-ups
- How to Schedule a Follow-up ActivityMute and Hold
- How to Hold and Retrieve a Call
- How to Mute a Call
- How to Release a CallPlacing Calls
- How to Make an Internal Call
- How to Make an Outbound Call
- How to Speed Dial Through External IVRsRecording and Voice
- How to Connect a Voice Application to Your Call
- How to Record a Call
- How to Stop Call Recording
- How to Use Prerecorded Messages
- Voice Signatures Redialing
- How to Redial a Previously Dialed NumberSending Numeric Information
- How to Send Numeric InformationService Queue
- How to Place a Call in a Service Queue
- Cases
- Chat Center
- Chats
- Contacts
- Knowledge Base
- Outbound Campaigns
- Search
- StatesHelp
- Troubleshooting
How to Schedule a Follow-up Activity
While talking to a customer or colleague, you can schedule follow-up activities related to your present call. For example, you can schedule an outbound call or email to confirm fulfillment of a customer’s request.
To schedule a follow-up activity in the context of your current interaction, follow these steps:
- In the Contact Info Panel, click the Schedule follow-up activity button
. The dialog window and calendar that appear will have the available contact information (e.g., name and phone number) pre-filled for you.
- Add missing contact information (e.g., email address) if necessary.
- Enter the activity Title and Notes.
- Specify the activity Start and End time, and set the Reminder.
- Click Save.
Scheduled activities will appear in your personal calendar, and you will get reminders when those activities are due. For general information about the calendar and reminders, see section How to Open the Calendar.