Calls and manual tasks
Add a Call step or a task to a sequence, enter the result and write a dictated or typed debrief.
Calls and manual tasks
A sequence can pass through you: a call to make, a letter to send. FluenzR calls nobody and sends nothing in your place: it puts a "to do" task in front of you and waits for you to handle it before going on.
Adding a step
In the workflow editor, click Add a call or Add a task.
Call step
- Call brief or script (optional): a text to guide you, with the same variables as emails (
{firstName},{company}...). - If no result is entered after: a delay in days. After that delay the call is marked "not done" and the sequence continues on the default branch.
Manual task
- What to do: for example send a paper brochure or a gift, or prepare a quote.
- Same delay: with no action after N days, the task is marked "not done" and the sequence continues.
Where to find them
The task appears in the Today's calls and tasks card on the Home and on the contact page (To do for this contact). For a call, the contact's number is clickable; with no number, add it on their page. You can also see the contact's latest exchanges and notes before calling.
Entering the result of a call
After the call, click the result:
| Result | Use |
|---|---|
| Reached, interested | The contact answered and wants to know more |
| Reached, not interested | The contact answered and declines |
| Voicemail | You reached an answering machine |
| No answer | Nobody picked up |
| Wrong number | The number is not the right one |
| Meeting booked | A meeting is agreed |
The result is added to the contact's call log and the sequence resumes. Meeting booked acts like a booking on your booking page: the contact's sequences stop and they move to the "Meeting booked" pipeline stage.
For a manual task, click Done or Skip: the sequence continues either way.
Choosing what follows from the result
After the call, add a Call result condition and tick at least one result: those follow the "yes" branch, the others (and a call not made in time) the "no" branch. The answer is known as soon as you enter the result, with no waiting. A call used by a condition cannot be deleted before that condition.
Dictated or typed debrief
On a call to make, you can write a debrief instead of choosing the result directly.
- Dictate it (2 minutes at most) with the Dictate button, or type it (4,000 characters at most).
- Click Analyse. The AI suggests a summary, the objections, the next step, a follow-up date and the call result.
- Review, correct if needed, then click Confirm and save. The confirmed debrief is saved as a note on the contact's page.
Privacy The call itself is never recorded. Only your dictated note is transcribed, in memory: it is neither kept nor logged. Only the debrief you confirm is saved.
The number of debriefs analysed is limited to 100 per month per account; the counter is shown. Beyond that, or if dictation is unavailable (microphone denied, unsupported browser), type your note or enter the result directly.
With an AI connected through MCP
The list_call_tasks and complete_call_task tools let a connected AI list the calls and tasks to do and complete them (see MCP).