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Workflow Action: Voicemail

In this article, we will explain the workflow action Voicemail, how to add one to a workflow and give an example of what it can be used for

  • In this situation, we will act as if we have multiple triggers leading up to this event for the client.
  • An SMS was sent out to them, and after that, there was a Call, now we want to add a Voicemail for the last attempt. (seen below)
  • First, start by selecting the “+” button
  • This will pop up a menu selection on the right-hand side of the screen
  • Scroll down until you see the “External Communications” collum 
  • Select “Voicemail”
  • You now have to ability to add pre-recorded voicemails to the contact

NOTE: Voicemail drops work approximately 70% of the time. They are a workaround solution to expedite leaving voicemails. Phone carriers don’t generally like the concept so this is a phone carrier ‘trick’ and a workaround.

  • Select the green “Upload File” button and choose the pre-recorded file
  • Please make sure you click the “Save Action” button before you close the voicemail tab
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