Scripts Overview 📞 💬

Creating and Using Call Scripts in the Phone System

Objective

This SOP outlines the steps to create and utilize call scripts within the phone system for effective communication with contacts.

Key Steps

1. Accessing the Call Scripts Section 0:22

• Navigate to the phone system interface.
• Locate the section for call scripts.

2. Adding a New Call Script 0:30

• Click on the option to add a new script.
• Enter a descriptive name for the script (e.g., 'ECQ script').
• Fill in any custom fields as necessary.

3. Customizing the Script Content 0:49

• Begin the script with a greeting (e.g., 'Hey').
• Include placeholders for contact names (e.g., 'contact name', 'user full name').
• Add the main content of the script.

4. Saving Multiple Scripts 1:15

• Repeat the process to add additional scripts as needed (e.g., 'FUS script', 'post script').
• Ensure each script is saved with a unique name.

5. Viewing Script Details 1:24

• Check the list of scripts to see details such as:
  • Last updated by
  • Script name
  • Last updated date.

6. Using the Script During a Call 1:36

• Initiate a call to a contact.
• Select the appropriate user for the call.
• The relevant script will automatically display on the screen.

7. Accessing the Script During the Call 2:10

• Review the displayed script while on the call.
• Use the script to guide the conversation without needing external documents.

Cautionary Notes

• Ensure that all scripts are regularly updated to reflect any changes in procedures or information.
• Avoid using outdated scripts to prevent miscommunication.

Tips for Efficiency

• Create a template for common scripts to save time when adding new ones.
• Regularly review and consolidate scripts to minimize redundancy.

Link to Loom

https://loom.com/share/0d1a539def8a4448903744d1dca37efa

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