Title 60% Back See All Robots Articles Next Robot Actions and Testing How Robots Automate tasks in your Playbooks and CRM Robot Actions are the driving force behind Robots as the automate steps in Playbooks and your CRM. Each Robot can perform up to five actions. Since Robots can increase...
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Phone Number Format – E.164 Standard Does Playbooks require a specific phone number format? Playbooks Requires the E.164 Standard Format E.164 is an internationally recognized standard for phone number format consisting of: [+] [country code] [subscriber number including area code]. Must start with a "+" Maximum of 15 digits, excluding the...
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Asia and Pacific (APAC) Dialing What are the calling restrictions for Asia and Pacific countries? China China Telecom blocks all calls with local Chinese ANI [origination phone number] that originate from outside the country (i.e. Singapore). Carrier Feedback "China is one of a handful of countries that do not allow...
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Call Recording API How do I utilize the call recording API for Playbooks? The Playbooks Call Recording API is designed for organizations or third-party applications to be able to download call recordings from calls made through the Playbooks product. There are a handful of use cases for leveraging the call...
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Playbooks Manager Application Onboarding for Salesforce The Playbooks Manager Onboarding experience will guide new Playbooks Managers to relevant setup, features, and tools Title 100% Back See All Salesforce Admin Articles Launch Checklist The Manager Onboarding Experience will now help you navigate through additional setup steps like creating Plays, adding users,...
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Manage Call Monitoring How to monitor agent calls remotely or from the office The Call Monitoring feature within Playbooks is an awesome tool for managers and coaches to help develop reps and drive team performance. The Listening feature within Call Monitoring, for example, is a great way to understand more...
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Manage Call Recording Settings How to configure call recording settings for every level Playbooks provides each company with the ability to configure company-wide settings that determine if a call should be recorded or not for both outbound and inbound calls. Because there may be instances when you want to disable...
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Manage Robots How do I create and use Robots in Playbooks? Playbooks Robots can enhance your Lead and Contact process flow in lots of ways. Before you begin creating your Robots, it is helpful to have a process map of your Lead and Contact flow. Review your process and consider...
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Manage Custom Sorts How to create general rules to prioritize tasks for your organization Working through a list of tasks in the most efficient way is critical to reps as they go throughout their day. Playbooks enables reps to choose from a set of standard task sort options. Managers can...
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Manage Direct Inbound Numbers How to assign dedicated inbound phone numbers for agents using Playbooks Direct Inbound Numbers Agents can have a dedicated Direct Inbound Number (DIN) that automatically logs and records all inbound calls the rep receives ensuring they get credit for these critical sales and customer interactions. When...
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