Configure a reason for a contact to call so you can specify a call script to be automatically triggered in an integrated telephony system. A reason can only be associated with a single call script.
To configure a call reason:
- Navigate to the Customize workspace.
- In the Call Management tab, in the Contact Center Reasons subtab, click the Add button .
The Add Call Reason dialog opens. - In the Locale field, select the language you want to display the call reason in. For example, select en for English or fr for French.
- In the Name field, enter the reason you want to associate with a call script.
- In the Call Script Template field, click the Select button.
The Select Call Script Template dialog opens. - Select the desired call script and click OK.
The Select Call Script Template dialog closes. - Click OK. The Add Call Reason dialog closes.
The reason is associated with the selected call script.
Modifying call reasons
Modify a call reason to change the locale, name, or related call script.
To modify a call reason:
- Navigate to the Customize workspace.
- In the Call Management tab, in the Contact Center Reasons subtab, select your desired call reason.
The reason's details appear in the Details area. - Click the Edit button .
The Edit Reason dialog opens. - Make your changes in the corresponding fields.
- Click OK.
The Edit Reason dialog closes.
The details of your select call reason are modified.
Deleting call reasons
Delete a call reason that you no longer need.
To delete a call reason:
- Navigate to the Customize workspace.
- In the Call Management tab, in the Contact Center Reasons subtab, click the Action button for the call reason you want to delete.
- Select Delete.
A confirmation dialog opens, asking you to confirm that you want to delete the call reason. - Click Delete.
The call reason is deleted.