Overview If you are using Playbooks to record calls, you might want to delete selected recordings from the system. Information Provide links from Salesforce recording events for all recordings you wou...
Overview Users may be unavailable for incoming calls or no inbound calls are coming to them while being available in Playbooks. Also, the following message can be displayed: Currently unavailable for ...
Overview You need to assign/ add an additional Direct Inbound Number or migrate a DIN from one organization to another to be able to take Inbound calls, send and receive SMS in Playbooks. which can be...
Overview You may want to add employees to an existing Call Path so that they could start receiving calls. Solution From the Playbooks Manager App, click on the Settings tab. From the left pane, select...
Overview You may want to check a call that you scheduled for a certain date (e.g., to see with which contact the call is scheduled) or would like to review all your calls scheduled for the future. Inf...
Overview If you are making calls using Playbooks you might experience audio feedback when making outbound calls. Information Submit call quality reports after the calls to mark them as problematic. Af...
Overview If you are experiencing issues with the call quality which are not related to your gear or service provider, you might want to report them to Playbooks Telephony Team for investigation. Solut...
Overview You are trying to disposition a call but are getting the message an error occurred saving this disposition. As a result, you cannot close and document the call, and you are not able to move o...
Overview Some of your prospects may request to not call them, and you would like to know how to mark a contact in Playbooks as 'Do Not Call'. Information You need to mark the 'Do Not Call' checkbox on...
Overview You want calls received by a Direct Inbound Number to be forwarded to multiple representatives instead of just one. For example, you may have had a DIN assigned to one rep, but now you want t...