Custom Actions
Written by Julie Jackson
Updated over a week ago

Custom actions allow you to add buttons to the softphone or the call log.  The custom buttons can be configured to transfer calls to a specific phone number or specific agent automatically, or can act as shortcuts to perform specific tasks.


Creating a Custom Action

  1. Navigate to Settings → Custom Actions.

  2. Click New Action on the right side of the toolbar at the top of the page.

  3. Enter a name and description for the custom action.

  4. Click Add Action and select the action you’d like to occur when the button is clicked.  
    o  Tag Call (limited to three tags) / Remove Tags
    o  Assign Agent to Call
    o  Add to /Remove from Auto Dialer
    o  Run Lambda Function
    o  Add /Remove Conversion
    o  Update Reporting Tag
    o  Score Call (star rating)
    o  Send Analytics Event
    o  Send Bing Event
    o  Send Text (text message rates apply)
    o  Add to Upcoming Scheduled Text
    o  Update Custom Field
    o  Transfer Live Call

  5. If you wish to make your custom action available on a live call, check the Live Calls box in the upper right corner of the custom action panel.

  6. Click Save Changes.

Removing a Custom Action

Custom actions can be deleted at any time using the orange trash can icon to the right of each action on the custom actions page.  
Click Save Changes to confirm.

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