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Activities in Sidebar

In the sidebar, you can manage Waiting activities , Missed activities , and Pending activities .

Waiting Activity

Waiting activities are any incoming activities that have not yet been answered and are waiting in a queue.

Answer a Waiting Activity

When there is an incoming activity in a queue that you have rights to, you may see a waiting activity notification at the top of the Main menu. Click the Waiting activity notification to open the list of the waiting activities. You can open the contact or account in the CRM module by clicking the contact or account name in the notification detail. Click Accept to answer the activity.

See the specific type of activity for more details:

Missed Activities

When an incoming activity such as a call or chat is not answered, it will be shown under Missed activities.

Open Your Missed Activities

The Missed activity button at the top of the Main menu turns red if there are any missed activities. The button displays their number. Hover over the button to open a list of the types of missed activities and their total number. Click Missed to open a list of all missed activities. If you only want to see a specific type of activity, click it and the list will open with only that activity filtered.

Info

Activities are only marked as missed if the customer has not spoken/chatted to an agent. A missed activity automatically disappears if:

  • the customer tries again and this time an agent answers.
  • an agent contacts the customer back.

Missed Activity List

An overview of your missed activities. Click a column title to sort your missed activities by the column.

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  1. Filter by activity type.
  2. Open the Contact or Account in the CRM module.
  3. Click to sort the missed activities by priority.
  4. Call the customer back. Use the adjacent dropdown icon to select a different number (if available).
  5. Delete missed activity (if you have rights to do so).
  6. Open activity details.

Warning

Some unanswered activities may not be displayed under Missed activities. This is set up by your team leader or administrator. You may be able to view a complete list of all activities.

Tip

If the caller has left you a voicemail message, you can access it by dialling in to your voicemail.

Pending Activities

You can find activities that you have previously postponed, as well as outbound emails you have scheduled for future delivery, here.

Open Your Pending Activities

The Pending button at the top of the Main menu turns bold when you have any pending items. The button displays the combined count of postponed activities and scheduled emails. Hover over the button to open a list of the types of pending items and their total number. Click Pending to open a list of all pending items. If you only want to see a specific type of activity, click it and the list will open with only that type filtered.

Pending Activity List

An overview of your pending items. Click a column title to sort the list by that column.

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Use the quick filter at the top of the list to show All, Postponed, or Scheduled items. This filter works alongside the channel filter.

The Type column indicates whether each item is a Postponed activity or a Scheduled email.

Available actions for postponed activities:

  1. Filter by activity type.
  2. Open the Contact or Account in the CRM module.
  3. Edit the postponed activity.
  4. Open activity details.
  5. Delete the postponed activity. Unsent emails will be deleted. Any chats or SMSs you have sent before postponing will not be deleted.

Available actions for scheduled emails:

  1. Send now — sends the email immediately without waiting for the scheduled time.
  2. Edit — opens the full email editor so you can modify the content before it is sent.
  3. Edit send time — opens a lightweight time picker to change only the scheduled date and time.
  4. Delete — cancels the scheduled send and removes the email.