You need an event type, see .
1. Open the skills
Open Manage › Agents, choose the advisor at the top and scroll to Agent skills.
Take a request is always on. Your agent notes every request with the contact and a callback number.
2. Switch on callback and advisory appointment
Switch on Schedule a callback and under Callback event type choose, for example, “Callback”. Switch on Schedule an advisory appointment and under Event type for advisory appointment choose your advisory appointment. Click Save.
3. Set the handling time
Under Request handling time you set what your agent tells the customer about when someone will get back to them. By default this is Short-term.
Frequently asked questions
Usually an event type is missing, the skill is off or your availability has no free times.
Not for the skills. Without a number, the agent page only lacks the Call answering switch.
You or the responsible advisor. Your agent only books the appointment.
Yes, if the confirmation email is switched on in the event type, see .