Call someone

A call link lets a teammate open a page, review one person, and call them. The recording becomes a report.

Create the call link

Open Company Settings, then Pages, then New Page, and choose Call link.

1. Name it, such as Interview call.
2. Under Post-call report, pick the report template. TextWork fills that template from the recorded call.
3. Choose Create.

The card stays on the Pages list. Open it again to change the name or the report, then Save.

Copy a link for one person

On the call link card, under Copy a link, search for the person to review and call. Choose Copy link and send that URL to the teammate who will place the call.

They open it, review that person, and call. When the call ends, the post-call report shows up on that person's timeline. Read it the same way as any other report. See Read a report.

Send the link in a text

A Send message action has a Call link control under Insert, next to Meeting link and Signing doc. Pick the call link. The message includes [call_link], which becomes that person's link when the text goes out.

How to build the action is in Get notifications.