You can trigger customer calls for NDR cases directly from the ClickPost dashboard using the Click-to-Call option. This allows your team to instantly connect with end customers and gather the required feedback to resolve failed deliveries faster.
How to Set It Up
Dashboard → NDR → Automation Config → Click to Call
2. Integrate Your Calling Gateway:
Click on ‘Integrate’ and enter the credentials shared by your gateway provider.
Supported Gateways: Elision, Exotel, and Ozonetel.
3. Configure Sub-Users (If applicable)
Make sure sub-users are added to your account before enabling click-to-call for them.
If not, follow this guide to add sub-users:
https://clickpost.freshdesk.com/a/solutions/articles/43000764236
4. Assign Users & Phone Numbers
Add the sub-user, enter their phone number, and set their status to Active.
5. Click ‘Submit’ to complete the setup.
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