Call Guidelines
In Phone Connect, administrators have the option to add call policies that users can view during a call to know what they should and shouldn't discuss.
Setting Up Call Guidelines
Call Guid can be set up in the Administrator Role Center of Phone Connect. To do this, go to the "Setup" tab and then to "Policy Configuration". In Policy Configuration, a new policy can be created by creating a new entry. When creating a policy, you first set the policy code, followed by the language.
Info
To use languages, they must first be set up in the Phone Connect Module setup under "Language".
After setting the policy code and language, you can enter the desired call policy in the comment field below.
Placeholders for Call Guidelines
Once the call policy has been successfully configured, placeholders can be set up. These placeholders can be opened via the "Placeholder" action. On the placeholder page, select a field from the Phone Connect - Business Mapping, for example, company name, which should be filled in the policy. Next to the field, the corresponding placeholder is generated.
Info
Placeholders always start with a % followed by the placeholder number.
Once a placeholder is generated, it can be inserted at the desired location in the text of the call policy.
Attention
Placeholders can only be generated for contacts, vendors, and customers.
Assigning Call Guidelines to Caller Cards
After setting up a call policy, it can be assigned to a caller card. To do this, open the "Phone Connect - Caller Cards" page via the search. On the page, you can add the desired policy to the desired caller card via the "Assign Policy" action.