Using the Smart Message Feature

Agents will use Smart Message to choose from a list of pre-recorded messages (set up by the Administrator), to leave with a client as soon as the answering machine message begins to play.

After Selecting Smart Message you will see a list of recordings to choose from. from here you would select the recording, this would remain selected throughout your log in period, unless you select a different recording.

You will also be able to see which Recording is selected at the top of the screen.

After the message is selected and you are on a call as soon as you hear the answering machine message come on, you would select Left Message as the disposition to leave the desired message and move on to the next call.

• Related Articles

• Using the Instant Message Feature

  The instant message works one of two ways (depending on how your manager has set up your account up): Agents can message admins only Agent can message admins and other agents To use the instant message feature, click on the "Instant Message" button ...

• Using the Live Message Feature

  Agents would use the Live Message feature if they have a set pitch in place for every client or potential client, this would be beneficial for cold calling, or for a set of questions used for verification purposes. These prerecorded messages are also ...

• Feature Overview - Do Not Call

  Feature Overview Do Not Call There are different aspects of Do Not Call (DNC) checking and processing that the ChaseData solution offers, and in this document, we summarize them all together to make it easier to distinguish among them so you can ...

• Using Agent Instant Messenger

  The instant message works one of two ways (depending on how your manager has set up your account up): Agents can message admins only Agent can message admins and other agents To use the instant message feature, click on the "Instant Message" button ...

• Using the Call History Module

  On the agent portal, users have the ability to view their own call history. Note: Records will only be displayed as long as no other agent has called the specific leads. To access the call history module, first agents need to go on break. Once an ...