Unleashing XCALLY’s Automation Capabilities

Make things automatically happen, according to previously defined timing and actions using Triggers and Automations!

Triggers are rules that you can set to execute certain actions based on predefined conditions.

You can manage triggers for Voice, Email, Web Chat, SMS channels and – from Version 1.0.20 – also for Open Channel interactions (i.e. Twitter, Facebook…)!

See below some examples:

  •  a Voice trigger can open a Zendesk ticket and an HTML Motion Phonebar popup, with the details of the call, when an agent picks up a call in a specified Queue;
  • an Open Channel trigger can forward an incoming Twitter message to a specific e-mail address. In this way the Agent can manage it also using a 3rd party app, like a ticketing system, as you can see in the image below:



Please do not hesitate to contact us for further info!