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Custom Call Scripts

Set up Custom call scripts to distribute custom activities in queues and to work with custom fields in your custom activities.

Create a New Custom Call Script/Edit Custom Call Script

The custom call script details will open. Fill out the Title and Description and select the queue the call script will be associated with. Activities with this call script can be distributed in the custom queue you select. Select a Colour and an Icon – these will be displayed when custom activities with the call script are part of a ticket. You can now set up your custom fields – see below.

Set up Your Custom Field Layout

Create a new custom record type or edit an existing one to open the call script details (see above).

The form builder and custom fields work the same across Daktela β€” see Custom Fields & Forms for the complete guide: layout, default values, field types and option editing.

Note

Custom call scripts offer a smaller set of field types β€” Number, Rich text and the reference fields (User, CRM Contact, CRM Account, CRM Record, Ticket, Group, Status) are not available there.