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How do I set up automatic creation of a Inquiry from an incoming or missed call?

Learn how to set up automatic creation of a Inquiry from calls

Written by Xenia

In Orderry, you can set up automatic creation of an inquiry for each missed incoming call. To do this, go to the Settings > Telephony > Automation page, check the appropriate checkboxes, and set up the creation rules.

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

  • Inquiry type and Manager specified in the settings.

  • Name (if the client is already in your database) and phone number of the client.

  • In the "Comment" field, you’ll see "Missed" for Inquiries created from a missed call.

  • The location will not be specified.

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

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