new

fixed

Handbook

Scripts

Calls

GAIL Call Notes, Flags, and Ratings

We've got a good one for you today, from feedback from many of you we saw a great need for more info to be editable on calls to help track, well, almost anything.
Internal Notes
  • Caller Rating (you get to turn this on for inbound calls and for specific campaigns)
  • Your Rating (you get to score the call, this will directly be used to help train GAIL to do better)
  • Flagged (you can flag a call for any reason)
  • Reviewed (you can mark a call reviewed)
  • Notes (GAIL will be adding notes for you as well as you can add any number of notes yourself too)
  • These are also seen (except notes) on the Calls search page
  • Available on both desktop and mobile
Screenshot 2024-07-23 at 1
Call Survey Rating
You can choose to have call surveys in 3 places
  • Receptionist Handbook allows you to give call surveys to inbound calls
Screenshot 2024-07-19 at 4
  • Call Scripts: allows you to have default settings for certain scripts for call surveys
Screenshot 2024-07-19 at 4
  • Campaigns: allows you to choose at the time you create campaigns to have a call survey and will use the default from the call script chosen
Screenshot 2024-07-19 at 3
Bug Fixes
  • Name of Call Scripts can include special characters now without breaking
  • Simplified data for Smart Setup
  • Campaigns will properly close now (you can get reports again)
Coming Soon
  • Ability to search calls based on ratings and flags (this update will include a host of other updates around searching calls and communications)