What is Manual Call Action?

Manual Call Action is a type of Manual Action used in TWIM CRM workflows. It allows you to assign outbound call tasks to a team member based on workflow triggers such as tags, form submissions, or appointments. Once the workflow is triggered, the contact appears under the Manual Actions tab in the Conversations section.

Key Benefits of Manual Call Action

Automation Flexibility: assign call tasks automatically from workflows.
Workflow Efficiency: enable reps to manage outbound call queues from one tab.
Task Tracking: check statuses like Yet to Call or Completed for clear follow-up.
Custom Triggers: trigger based on contact tags, form fills, pipeline stage changes, and more.

How To Add a Manual Call Action to a Workflow

Manual Call Actions are added from the workflow builder using the “Manual Action” step. Follow the steps below to configure this action correctly.

Navigate to Marketingin the left-hand navigation bar.
Click + Create Workflowto create a new workflow.
Click + Add Trigger and choose a trigger.
After adding the trigger, click the + icon beneath it to add a new action.
Choose the Manual Action To Callaction. Enter a name for the action, like “Manual Call”.
Click Save and then Publishyour workflow.

Viewing Assigned Manual Calls

Once triggered, contacts assigned to a Manual Call action will appear under Manual Actions in the Conversations tab. Here’s how to find and track them.

Go to the left navigation and click Conversations
Click the Manual Actions tab at the top of the page
You’ll see a list of manual tasks generated by the workflow.

Frequently Asked Questions

Q: Can I assign manual calls to specific users?
Yes. Within the Manual Action step, you can assign the call to a specific user or use round-robin assignment.

Q: Where do I check call results or notes?
Call notes and results can be logged directly within the contact record after the call is completed.

Q: How do I start a manual call task once it appears in Manual Actions?
Click the Let’s Start button next to the task in the Manual Actions tab.

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