Automation is incredible for scaling your business, but some sales processes require a genuine human touch. If you want to call a list of hot leads or send personalized text messages without copying and pasting phone numbers all day, you need Manual Actions.
Inside your Scotify Solutions account, the Manual Actions tab acts as your personal workflow power-dialer and task manager. It bridges the gap between total automation and manual sales outreach, allowing you or your team to blast through your daily outreach tasks in record time.
1. What is a Manual Action?
A Manual Action is a task (specifically a phone call or an SMS text) generated automatically by a workflow that pauses and waits for you to execute it manually.
Instead of an automated bot sending a generic text or making an AI call, your Scotify Solutions account queues these leads up in a neat, organized pipeline. When you are ready, you can open the queue and execute the tasks one after another without ever leaving the dashboard.
2. The Two Types of Manual Actions
There are two primary manual tasks you will manage inside your Scotify Solutions account:
Manual Calls (The Power Dialer)
When leads are dropped into a manual call queue via an automation workflow, you can click a single button to begin dialing. Your Scotify Solutions account will automatically dial the first prospect, open their contact profile, and let you take notes. The moment you hang up, you can select a call disposition (e.g., No Answer, Busy, Interested) and the system will instantly load up and dial the next lead on your list.
Manual SMS
If you want to send a text blast but want to review or tweak each message before it goes out to comply with carrier regulations and maintain a personal touch, this is your go-to tool. The system queues the pre-written texts, opens the contact window, lets you customize the wording if needed, and fires it off with a click.
3. How to Execute Your Manual Actions Queue
When you or your sales reps are ready to sit down for an outreach session, follow these steps inside your Scotify Solutions account:
- Navigate to the Conversations menu and select the Manual Actions tab.
- Filter the list by Assignee (to see only your tasks) or by Campaign/Workflow if you want to target a specific marketing push.
- Click the green "Let's Start" button in the top right corner.
- Your Scotify Solutions account will automatically launch the power-dialer or text window for the first lead.
- Complete the action, select your outcome, and watch the system automatically advance to the next prospect.
Manual Actions Breakdown
| Action Type | Best Used For | Workflow Advantage |
|---|---|---|
| Manual Call Queue | Cold prospecting, inbound ad lead follow-up, and setting appointments. | Eliminates manual dialing and look-up time; keeps reps focused. |
| Manual SMS Queue | High-value client follow-ups, customized offers, and VIP check-ins. | Combines the speed of automation with the authenticity of a personal text. |
Pro-Tip: You don't have to be glued to your desktop to crush your sales goals. Open the mobile app version of your Scotify Solutions accountnavigate to your tasks, and execute your Manual Actions call queue directly from your phone while on the move. The app handles the dialing sequence seamlessly!