How to Copy Call Scripts within a Project and to another Project

Administrators create Call Scripts that your agents can follow as they make calls to your prospects. These scripts can be built that adapt to your conversations with prospects, ensuring your agents are prepared for any potential response or objection.

Now that you've got the script "right" and it has proven successful, you can easily copy the Call Script to another Project or within the same Project. This makes it easier to replicate your best practice scripts across all of your projects.

To get started, you must sign in as an Administrator. Then ...

  1. Click on the Projects menu on the top left and select a Project.
  2. Click on the Field Customization menu and select Call Scripts.
  3. Select the Call Script you would like to copy.
  4. Click the Copy Call Script button.
  5. Enter a name for the new script.
  6. To copy a Call Script within the same Project:
    1. Click OK.
  7. To copy a Call Script to another Project:
    1. Select the Copy to another project checkbox.
    2. Select the other Project from the drop-down.
    3. Click OK.
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