Navigation Bar
The Navigation Bar allows you to search by contact name and number, including a partial match search.
Using Click-to-Call
Make an outbound call directly from the customer record in Full Story Ai by selecting the handset icon.
Send an SMS or MMS text message to the customer directly from the Full Story Ai page by selecting the Message icon.
- When an inbound call does not match a contact in your CRM/DMS, the phone number will appear along with an Add Contact icon to add a name.
- Click the icon and a pop-up box will appear to add the Contact name. Add the Contact name and select Submit.
- Once the contact has been added an icon will appear in the upper right corner to Add the Contact to your CRM/DMS.
- Once the contact has been added to the CRM/DMS, the icon will change to a Copy icon. Click the Copy icon to copy the contact and navigate to your CRM/DMS and paste the contact in the search to automatically pull up the contact record in your CRM/DMS.
