If you ever need a guide to help agents through conversations, Call Scripts will be perfect for you. Using call scripts during calls helps to standardize interactions, reinforce messaging, and support new team members in real time. Follow along to learn how you can use Call Scripts for targeted calls in the mobile app.
📌Note: This feature is available for LeadConnector v3.103.4 and above, so be sure to keep your app updated to take advantage of all the latest features.
How It Works
To utilize Call Scripts, you must first set them up in the Advanced Settings of the Phone System, within the web application. For detailed steps, please visit the “How to Create a Call Script” article!
Once you have done so, open the mobile app on any mobile device, then place a call from either the Notifications window or a contact card within the Conversations window.
Within the active call, tap the “Scripts” icon on the top left of the toolbar.
If you have multiple scripts, you can change the script displayed by using the switcher, then proceed to follow along throughout your call.
Minimize the script when you are completed to return to the toolbar view, enabling you to access the contact's profile, transfer them to another agent for further assistance, or end the call once the customer's needs are met.
By integrating Call Scripts into your call workflows, you can ensure that every agent is equipped with the right language at the right moment—leading to more effective conversations, better customer experiences, and stronger team alignment.
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