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Scheduled calls

Call one contact now or at a later time, see upcoming calls, and cancel one before it runs.

What you will achieve

An agent will call one contact at a time you choose.

Step-by-step setup

  1. Open Contacts, tab Contacts, and open the contact's actions menu.
  2. Choose Call / Schedule.
  3. Choose the Agent. Only agents set to Outbound or Inbound / Outbound can place calls.
  4. Under When, choose Right now, In 30 minutes, In 1 hour, In 2 hours, In 24 hours, or Pick a date and time (then set Date, Time and Timezone).
  5. Choose Call now or Schedule.

A confirmation reads "Calling {name} now." or "Scheduled for {date and time}."

Upcoming and past

The Scheduled tab lists Upcoming calls with a cancel button on each, and Call history for those that have run. Cancel a call before it runs if plans change.

Configuration details

  • Time zones. The date and time you pick are read in the zone you choose (the dialog says so); Phynxa stores the exact moment, so daylight-saving changes do not shift it.
  • A contact's own Timezone helps you schedule "in their day".
  • A scheduled call only runs if the agent is still published and still an outbound agent.

Testing

Schedule a call to yourself for the next few minutes.

Expected result

At the chosen time your phone rings.

Troubleshooting

  • The call did not happen. The agent may have been unpublished or switched to inbound-only; the call is then marked failed ("Agent is paused or no longer outbound").
  • Wrong time. Check the Timezone in the dialog.

Something here does not match what you see in the dashboard? Let us know.