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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

Xenia avatar
Written by Xenia
Updated over a week ago

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: Hit the + Inquiry button.

Step 2: Fill the necessary information and click Create.

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