Workflow Action - Voicemail

Modified on: Mon, 2 Sep, 2024 at 5:55 AM

TABLE OF CONTENTS


Overview

The Voicemail action allows you to send a pre-recorded voicemail directly to a contact. This can be useful for follow-ups, notifications, or delivering specific messages without engaging in a live call.


Action Name

Voicemail


Action Description

Sends a pre-recorded voicemail file to the selected contact.


Action Details



FieldDescriptionMandatory
Action NameThe name of the action, which is set as "Voicemail".Yes
Drop Your FileUpload the pre-recorded voicemail file you wish to send. The file format should be compatible with voicemail playback.Yes


How to Configure:

  1. Name the Action: Under "Action Name," ensure it reads "Voicemail" to identify the action being taken.
  2. Upload the File: Click on the "Upload file" button to choose a pre-recorded voicemail message from your local system. Once uploaded, you can play the message to ensure it's the correct one.
  3. Save: After configuring, ensure to save the workflow to apply these changes.


Some Triggers (But not limited to)

To use the Voicemail action effectively, consider combining it with the following triggers:

  1. Appointment No-Show: If a contact misses a scheduled appointment, automatically send them a voicemail to reschedule.
  2. Follow-Up Reminder: Trigger a voicemail if a contact hasn’t responded to previous communications within a set time frame.


Example

  • Trigger: "Appointment Status Changes" changed to "No-Show"
  • Action: "Voicemail"
  • Uploaded File: "Reschedule.mp3" (a pre-recorded message encouraging the contact to reschedule their missed appointment)

In this example, the workflow will detect if a contact does not show up for an appointment and automatically send a voicemail to encourage them to reschedule, improving engagement without the need for manual follow-up.

Was this article helpful?

That’s Great!

Thank you for your feedback

Sorry! We couldn't be helpful

Thank you for your feedback

Let us know how can we improve this article!

Select at least one of the reasons
CAPTCHA verification is required.

Feedback sent

We appreciate your effort and will try to fix the article