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Can an agent schedule a call?

Alessandro Angioni avatar
Written by Alessandro Angioni
Updated over 2 weeks ago

Yes, an agent can schedule a call on behalf of the customer when they request so, and this can be done in a few ways.

Easiest way for an agent to do so is to enter the Public Page as they were a customer, and proceed with the booking of the call upon client request.

Doing this way not only the call will be synchronized in the connected calendar, but the customer will receive an email confirmation if configured accordingly in the CRM.

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