Customer context
Work from the contact in the agent workspace, alongside the tools used for the conversation.
All features
Appointments & Follow-ups
A conversation ends. The next step stays.
Keep notes, follow-ups and appointment details close to the customer conversation in the IllyVoIP agent workspace.
Appointments & Follow-ups
ConversationContact context
Next stepFollow-up
AppointmentDate & time
DetailsWhat happens next
Keep the conversation moving forward.
Make the next conversation easier.
A useful follow-up starts with the context your team already has.
Notes and follow-ups
Record useful context and use the follow-up action to continue the customer workflow.
Appointment details
Enter an appointment date and time, with details that explain what the next step involves.
How it works
Keep the next step close.
Use the workspace while the conversation is still fresh.
Open the contact
Bring the relevant customer into the agent workspace.
Capture the context
Add notes about the conversation so the next interaction has a clear starting point.
Plan what follows
Use Follow-up or Create appointment as appropriate. For an appointment, enter the date, time and details.
Part of the calling workflow.
Calling and follow-through belong together.
- Contact organization
- Keep contact profiles, groups and sharing organized. Explore contact management
- Campaign visibility
- The campaign summary includes follow-ups alongside operational totals. Explore live monitoring
A few useful
details.
Ask our teamWhere do I create an appointment?+
Use Create appointment in the agent workspace with the relevant contact selected. The form provides a date and time field and appointment details.
Do I need a separate scheduling application for this workflow?+
The appointment and follow-up actions described here are available inside the IllyVoIP agent workspace.
Can my team keep notes as well?+
Yes. The workspace includes a Notes action alongside follow-ups and appointments.
Keep the next step in sight.
Open your IllyVoIP account to get started.