How do I add a new Call Reason?

You can now create call reasons using Gen AI.

1. To create a new call reason, click “Create New” after activating the Call Reason toggle on the Feature Set Configuration page.

2. Type or select your industry from the dropdown menu.

3. Type or select your calling use case from the dropdown menu.

4. Enter Additional Context in the text box to get better results from AI (optional).

5. Click "Generate".

6. Select your preferred call reason from the AI recommendations.

7. Review the call reason in the Final Call Reason text box.

8. Click "Create".

9. The call reason must have a minimum of 10 characters and a maximum of 100 characters.

10. A mockup of the call reason will be shown in the preview pane.

11. The same call reason can be applied to any number of feature sets. Check the Call Reason page to see all the feature sets using that call reason.