Implementing Manual Call Actions in Pest AI CRM Workflows

1. First, Click on "Automation".

• Navigate to the 'Automation' section from the main dashboard to manage and create automated workflows.

2. Now, click on "Create Workflow".

• Choose an existing workflow from your list where you wish to incorporate a manual call action, or create a new workflow by following necessary prompts.

3. Start adding a new action by clicking here.

• Within your selected workflow, initiate adding a new action by clicking on the plus (+) sign.

4. Once that's done, click on "Manual Action To Call".

• click on the 'Call' option to set up a manual action for calls.

5. Now, click on "Save Action".

6. Go ahead and test your workflow.

• Ensure your workflow is configured correctly by testing it

7. Select a contact from the dropdown menu.

• Select a contact from a dropdown menu that represents your typical customer or lead.

8. Click on the 'Run Test' option to test.

• Click on 'Run Test' to simulate the workflow and observe how the manual call action is triggered.

9. To publish your workflow, click here to toggle.

10. When finished, make sure to save your changes.

• Once testing is completed and the workflow performs as expected, make sure to save all changes to preserve modifications and new configurations.

11. Each manual action added to a workflow will appear in the mentioned tab.

• Each manual action, once added, is listed within the workflow summary under a specific tab or section acknowledged as ‘Actions’ or similar.

• Monitor these actions regularly to ensure they operate correctly and make any necessary adjustments for optimization.