My Contact Plans Guide

——Learn how to create, view and execute contact plans at the agent workbench through this article.

Role of My Contact Plans

「Contact Plans」is a plans to remind users to call customers at a certain timepoint in the future. Agents can create, view and execute contact plans in the current module.

Main Functions of My Contact Plans

● Create Contact Plans

1. Support setting the start time and end time of the contact plans.
2. Support assigning contact plans to other agents for execution.
3. Other modules support creating contact plans through shortcut entry (for example, create contact plans on the talk record details page).

● View and Execute Contact Plans

1. Support viewing the contact plans in which the creator and executor are the current login user.
2. Support clicking the button on the right side of the list to quickly execute the contact plans.

How to Use My Contact Plans

● Create Contact Plans

1. Click the【+Create】button at the top right of the list to open the "create contact plans" pop-up window (Figure 1).
2. Click the【+Create】button at the top right of the list to open "create contact plans" pop-up window, and fill in the phone no. to be contacted and the plan start time, end time and time zone (Figure 2).
3. You can also create contact plan through shortcut operations in other modules (Figure 3).

Figure 1: Contact Plans List

Figure 2: Create Contact Plans List

Figure 3: Create Contact Plans on Talk Record Details Page

● Execute Contact Plans

1. At plans start time, you will receive a notification pushed by the system (Figure 4)
2. You can click the message body to open the Message Center, and open the contact plans details page pop-up window in the Message Center to execute the contact plans (Figure 5)
3. You can also click the【Execute】button on the right side of the list in the「My Contact Plans」module to execute the contact plans (Figure 6).

Figure 4: Notification Pushed by System

Figure 5: Execute Contact Plans in Message Center

Figure 6: Execute Contact Plans in My Contact Plans Module