Missed call: text back and follow up¶

A caller who gets no answer phones the next company on the list. A text within seconds, from the same number, keeps the conversation alive until someone is free to call back.

The Missed call: text back and follow up workflow on the canvas: Call comes in, then Call missed?, then Find the caller, then Text them back, then Call-back note

Before you start¶

BaseCloud telephony with a number that can send texts

The workflow¶

Step	Task	Type	What it does
1	Call comes in	Call Connect Trigger	Starts whenever a call finishes
2	Call missed?	If Statement	Continues only when nobody answered
3	Find the caller	Match to Client(s)	Finds the client by the caller’s number
4	Text them back	SMS	Texts the caller straight away
5	Call-back note	Workflow Note	Puts a high-priority call-back note in the office Inbox

About the variables

Values such as {{task_36350_…}} carry the number of the task they come from, so yours will differ. Do not type them: click into a field and pick the value from an earlier task.

1. Call comes in¶

Task: Call Connect Trigger. Starts whenever a call finishes.

This task has no settings to fill in.

2. Call missed?¶

Task: If Statement. Continues only when nobody answered.

Field	Set it to
Condition	`{{task_36350_answered}}` exactly matches `0`

3. Find the caller¶

Task: Match to Client(s). Finds the client by the caller’s number.

Field	Set it to
Action	`Match to Client`
Find the client by	Contact cell number = `{{task_36350_leg_a_number}}`

4. Text them back¶

Task: SMS. Texts the caller straight away.

The SMS task named Text them back, opened to its settings

Field	Set it to
Client	`{{task_36352_match_client_id}}`
To (phone number)	`{{task_36350_leg_a_number}}`

Message

Hi, this is Neverland Home Services. Sorry we missed your call. Reply here with what you need and we will call you back within the hour.

5. Call-back note¶

Task: Workflow Note. Puts a high-priority call-back note in the office Inbox.

Field	Set it to
Action	`Create Note`
Client ID	`{{task_36352_match_client_id}}`
Note Type	`Note`
Priority	`High`
Due Date	`Now`
Tag Users	Wendy Darling