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How to create an Inquiry from an incoming call?

Step-by-step instructions on how to create an inquiry from an incoming call

Written by Xenia

Creating Inquiries On Calls

To create Inquiries automatically on incoming calls, you need to connect and configure telephony on the “Settings > Telephony” page. After that, the RO App will display an incoming call card.

Step 1. Click on the “+ Create” button, then “New inquiry” to open the inquiry creation window.

Step 2: Fill the necessary information and click Create.

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