On the Settings > Telephony page, in the “Automation” block, you can set up automation that helps you keep all calls under control: the system automatically generates tasks and inquiries for each missed or answered call, saving time and simplifying the team's work.

1. Enable the Automatically create a task for a missed incoming call checkbox.

2. Assign a responsible employee.

Select several employees by clicking + Add employee if necessary. If you have specified several employees, you can select a type of task:

3. Set a Due date for the task. Click on the corresponding field and select how many days, hours, or minutes to add to the current task creation time.

E.g., you set the value to 2 hours and missed a call on 19/06/2023 at 1 pm. The deadline for this task will be set for 19/06/2023 at 3 pm.

4. Set up the connection of the task with work orders and leads.

Create task in work order if client has an open work order — clients are searched by phone numbers (if you have several clients with the same phone number, the one created later than all the others is taken). Suppose such a client has open work orders (in the status of any group except "Closed / Dropped off"). In that case, the created task will be automatically connected to such a work order. If there are several work orders, the one created later than the others is taken.

Create task in lead if client has an open lead — clients are searched by phone numbers (if you have several clients with the same phone number, the one created later than all the others is taken). If such a client has open leads (in the status of any group except "Won / Lost"), the created task will automatically be connected to such a lead. If there are several leads, the one created later than the others is taken.

The task will be created without a connection if you cannot find a client, open work orders, or leads.

Be sure to click Save to apply the settings.

It's done! A "Missed call" task will be automatically created in Orderry after each missed call. The due date and the assignee in this task will be the same as you specified in the settings. The author of such a task will be the assignee you set first on the list.

Note: for this feature to work correctly, you must connect and configure one of the VoIP services on the Settings > Integrations page.

1. Check the Automatically create Inquiry for an answered incoming call checkbox.

2. You can select a specific type for such Inquiries and immediately assign a Manager if necessary. You can also set up notifications so employees process Inquiries on time.

3. Set up rules for creating Inquiries.

Create a Inquiry even if a client has an open work order. Enable this checkbox if you want an automatic Inquiry to be created, even if the client has an open work order. Otherwise, the Inquiry will not be created as long as the client has open work orders. The client is searched by phone number.

Create a Inquiry even if a client has an open Inquiry. Enable this checkbox if you want an automatic Inquiry to be created even if the client has an open Inquiry. Otherwise, the Inquiry will not be created as long as the client has open Inquiries. The client search is performed by phone number.

Please note that if you have both settings checked and the client has an open work order and an open Inquiry at the time of the incoming call, one automatic Inquiry will be created.

Note: for this feature to work correctly, you must connect and configure one of the VoIP services on the Settings > Integrations page.

1. Check the Automatically create Inquiry for a missed call checkbox.

2. You can select a specific type for such Inquiries and immediately assign a Manager if necessary. You can also set up notifications so employees process Inquiries on time.

3. Set up rules for creating Inquiries.

Create a Inquiry even if a client has an open work order. Enable this checkbox if you want an automatic Inquiry to be created, even if the client has an open work order. Otherwise, the Inquiry will not be created as long as the client has open work orders. The client is searched by phone number.

Create a Inquiry even if a client has an open Inquiry. Enable this checkbox if you want an automatic Inquiry to be created even if the client has an open Inquiry. Otherwise, the Inquiry will not be created as long as the client has open Inquiries. The client search is performed by phone number.

Please note that if you have both settings checked and the client has an open work order and an open Inquiry at the time of the missed call, one automatic Inquiry will be created.

Important: when you receive a call from an unknown customer who is not in the database, a new Inquiry is automatically created. If you don't link a new or existing customer to this phone number, the system creates a new Inquiry without information about previous conversations for each subsequent call.

To avoid this, first create or link a customer to an existing Inquiry. Then, the next calls will be automatically linked to an existing contact in the database, and the widget will show the entire history of interactions.

Inquiries that were created automatically from an incoming or missed call will be filled in as follows:

Please note that automatic Inquiries are created both from existing and unknown clients.