Outbound Calling: Petra proactively calls customers

**Request (Client: Paul Lebsack):** Petra should not only be able to answer calls, but also make **outgoing calls** herself—for example, to call customers back or actively reach out to them (“full steam ahead”). **Problem / Use Case:** Currently, Petra handles only incoming calls. Matters that require a callback (open inquiries, scheduling appointments, follow-ups) must be handled manually by the team. The client would like to delegate this task to Petra. **Desired Process:** When creating an outbound task, it should be possible to provide Petra with all the necessary information: - **Purpose / Request** of the call - **Date of inquiry** - **Phone number** - **Email** - **Additional information** (e.g., from a previous initial call) - Predefined **greeting** **Benefits:** Callbacks and follow-up calls are automated instead of manual → less work for the team, faster response for the customer, no “forgotten” callbacks. **Open (still to be clarified with the customer):** automatic callback after an inbound call vs. a manually initiated call list/campaign; triggers (dashboard click, schedule, from within an existing call). _Note: Internally, there is already a concept page titled “Proactive Outbound Calls by Petra.”_

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Upvoters
Status

In Review

Board
💡

Feature Request

Date

12 days ago

Author

Hendric Martens

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