How to review assistant activity on web and mobile. Follow the steps in order, then use the example and common mistakes sections to verify you understood the flow. Activity is where the user confirms the assistant actually handled the real-world event correctly.
Follow this page in order. Read the steps first, watch the video when available, then use the common mistakes section to avoid setup errors.
This lesson is about read calls, messages, and bookings and how to do it correctly the first time.
Read this section first. Each step tells you what to click, what to enter, and what should happen next. Use the video after the steps if you want to see the same flow in motion.
Use the activity area to switch between calls, messages, and bookings. Confirm the result before you move to the next step. Use the activity hub to switch between calls, messages, and bookings depending on what you need to review.
Read the full record to understand what the assistant heard, said, or booked. Confirm the result before you move to the next step. Open the detail page to read the exact text, callback request, recording, or booking data the assistant produced.
Use the record as your next action point for callbacks or review. Confirm the result before you move to the next step. Use the record to take the next action, such as callback, review, or correction of the setup.
Use this video for better understanding this resource. The video bellow tries to explain more indeep this guide part.
This lesson is ready in text form first. Add the YouTube video ID here when the walkthrough is recorded.
A manager opens a missed call record and sees the callback request together with the message summary.