Plans: Needs a Harkbell phone number to ring from, so Essential, Pro, Business or a Powerhouse plan.
You give the agent a note, and it rings the person, checks it has the right one, and says your note in its own words. What they say back lands in your notifications and in Conversations.
- Open the person. Either open Conversations and press the phone button (Have the agent call them) at the top of their conversation, or open Contacts, choose them and press Have the agent call.
- In What should it say?, write the note, up to 500 characters.
- Under Is this about their own booking, or an offer? choose About their own booking or request or An offer, or anything else.
- Check the time line at the top. It tells you what time it is for them.
- Press Call now. The result reads “Ringing now, from” and your agent's number.
Why the question about an offer
A call about a booking they made, or an answer to something they asked, is rung in daytime hours where they are. A call that sells anything is held to stricter limits: the agent rings only people who agreed in writing to promotional calls, Monday to Friday 10am to 6pm and Saturday 10am to 5pm in their own time, and never more than three times in a day. If you leave the choice unanswered it is treated as an offer. You can record someone's consent on their contact card.
If it is the middle of their night
A call you place yourself is not held to calling hours, because a person pressed the button. If it is late where they are, Call now asks once more and the button becomes Call anyway. A number the agent cannot place a call to, or one on the do-not-call list, is refused.
Why is the Have the agent call button missing?
The card hides it when the person has asked not to be called, has no number, or has a number without its country code. Edit the card to add the code, for example +1, and it appears. It is also hidden when your plan has no phone number.
Where is the outcome?
In your notifications once the call ends, and in Conversations as an Outbound call with its summary and transcript. See read call transcripts.
Does an outbound call use my minutes?
Yes, time the agent spends talking counts toward the same pool as answered calls.