Can I create or enable any followup rules?

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• Can I create or enable any followup rules?

  Short answer: Yes, if you’re an Admin. Admins can create, enable/disable, and edit Follow-Up rules; standard Users can only work the follow-ups they receive (assign to self, add notes, snooze, complete, or transfer). Who can do what Admins: Create, ...

• How can I create the follow-up feature in MyOperator?

  To use the follow-up feature you have to enable the rules or create a new one first. 1. Login to your MyOperator dashboard as admin& click on "Followup" from the top menu. 2. Click on the “Enable the rules” link. 3. Click on "Add new". 4. Enter the ...

• What is overlap in the rule of followup settings?

  If two rules are made out of common criteria, then one rule of followup overlaps others then the rule is coming first in order will applicable.

• How to create a “Duplicate List”?

  Short answer: Use Remarketing → My Lists, choose the list’s More actions (⋯), and click Duplicate. Rename it and adjust filters if needed, then Save. Contents What duplication does Prerequisites Duplicate a list (step‑by‑step) What gets copied vs not ...

• How can I create the flow of my IVR?

  Short answer: Use the Call Flow Designer in your MyOperator panel to build the IVR menu, welcome message, keypress options (DTMF), sub‑menus, and routing rules (queues, users, voicemail). You can preview and publish when ready. Contents Prerequisites ...