How To Add a Manual Call Action to a Workflow

This article will show you how to add a Manual Call action to a workflow in Adaptive AI. This action allows you to create call tasks automatically when a workflow trigger is met. This is perfect for sales or support follow-ups that require a personal touch.

What is Manual Call Action?

Manual Call Action is a type of Manual Action used in Adaptive AI workflows. It allows you to assign outbound call tasks to a team member based on workflow triggers such as tags, form submissions, or appointments. Once the workflow is triggered, the contact appears under the Manual Actions tab in the Conversations section.

Key Benefits of Manual Call Action

• Automation Flexibility: assign call tasks automatically from workflows.
• Workflow Efficiency: enable reps to manage outbound call queues from one tab.
• Task Tracking: check statuses like Yet to Call or Completed for clear follow-up.
• Custom Triggers: trigger based on contact tags, form fills, pipeline stage changes, and more.

How To Add a Manual Call Action to a Workflow

Manual Call Actions are added from the workflow builder using the "Manual Action" step. Follow the steps below to configure this action correctly.

1. 1Navigate to Marketing in the left-hand navigation bar.
2. 2Click + Create Workflow to create a new workflow.
3. 3Click + Add Trigger and choose a trigger.
4. 4After adding the trigger, click the + icon beneath it to add a new action.
5. 5Choose the action. Enter a name for the action, like “Manual Call”.
6. 6Click Save and then Publish your workflow.

Viewing Assigned Manual Calls

Once triggered, contacts assigned to a Manual Call action will appear under Manual Actions in the Conversations tab. Here’s how to find and track them.

1. 1Go to the left navigation and click Conversations
2. 2Click the Manual Actions tab at the top of the page
3. 3You'll see a list of manual tasks generated by the workflow.

Frequently Asked Questions

Q: Can I assign manual calls to specific users? Yes. Within the Manual Action step, you can assign the call to a specific user or use round-robin assignment.

Q: Where do I check call results or notes? Call notes and results can be logged directly within the contact record after the call is completed.

Q: How do I start a manual call task once it appears in Manual Actions? Click the Let’s Start button next to the task in the Manual Actions tab.

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