Working with callback requests using Engagement Messenger

  • リリースバージョン: Australia
  • 更新日 2026年03月12日
  • 所要時間：3分

    • As a customer, you can request a callback from a customer service agent using Engagement Messenger. You can request an immediate callback or schedule a voice or video callback that you can reschedule or cancel.

    Request a callback using Engagement Messenger

    Request an immediate voice callback or schedule a voice or video callback from an agent using Engagement Messenger.

    始める前に

    Role required: none

    このタスクについて

    You can request an immediate callback only over a voice channel. Use the Call me later option to request a video call.

    手順

    1. In Engagement Messenger, select the Request a callback card.
    2. In the Callback requests page, select Request a callback.
    3. Enter your name, phone number, issue type, and description.
    4. Select whether to receive an immediate voice callback from an agent or schedule a voice or video callback for later.
      Type of callbackAction
      Immediate voice callback Select Call me now.
      Scheduled voice or video callback
      1. Select Call me later.
      2. Select the type of call.
        • For a phone call, select Voice.
        • For a video call, select Zoom.

      3. Select a date and time from the calendar.

        The date and time slots indicate the agent's availability.
    5. Select Submit.

    タスクの結果

    • A callback request is created.
    • A confirmation email is sent.

    Reschedule a callback using Engagement Messenger

    Reschedule a callback from an agent using Engagement Messenger.

    始める前に

    Role required: none

    手順

    1. In Engagement Messenger, select the Request a callback card.
    2. In the Callback requests page, select the callback request that you want to reschedule.
    3. Select Reschedule.
    4. Choose a date and time from the calendar.
      The date and time slots indicate the agent's availability.
    5. Select Submit.

    タスクの結果

    • The callback request is rescheduled.
    • A confirmation email is sent.

    Cancel a callback using Engagement Messenger

    Cancel a callback from an agent using Engagement Messenger.

    始める前に

    Role required: none

    手順

    1. In Engagement Messenger, select the Request a callback card.
    2. In the Callback requests page, select the callback request that you want to cancel.
    3. Select Cancel .
    4. Confirm the cancellation in the confirmation message.

    タスクの結果

    • A callback request is canceled.
    • A confirmation email is sent.