Ask for a call-back and answer one
Consultants ask a caller to phone a student back; the caller gets a pop-up, calls, and writes the answer.
Before you start
- The student has a consultation on the desk.
How it works
CompanyFlowHQ1Taps Ask to call back and writes what to ask
2Urgent pop-up and phone notification
3Phones the student
4Taps Called back and writes the answer
5The consultant sees the answer
How it works, step by step
- Consultant → CompanyFlowHQ: Taps Ask to call back and writes what to ask
- CompanyFlowHQ → Caller: Urgent pop-up and phone notification
- Caller → Student: Phones the student
- Caller → CompanyFlowHQ: Taps Called back and writes the answer
- CompanyFlowHQ → Consultant: The consultant sees the answer
The steps at a glance
1In the menu on the left, tap Consultation desk. On a phone, tap the ☰ menu button at the top first.
2Consultant: on the student's card, tap Ask to call back.
3Choose Who should call? and Call back by. Write What should they ask or tell the student? Tap Send request.
4Caller: tap Caller. The request is under Call-backs for you. Late ones turn red.
5Tap Call now or WhatsApp and talk to the student.
6Tap Called back. Write what the student said and tap Called back again.
The consultant sees your answer straight away.
✅ How do I know it worked?
- The request moves to the done list. The consultant gets a Called back alert.
⚠️ Common mistakes
ProblemYou can't find the request.FixTap Caller at the top. Call-backs are on the caller's desk, not the consultant's.
ProblemIt turned red.FixIt is overdue. Call that student first. Your manager is told when it's very late.
