Manage Callbacks and Follow-Up Tasks - Ringingo Knowledgebase

Follow Up is your task list for actions that need to happen after a call. When a customer asks you to call back, send an email, or escalate an issue, a follow-up task is created and appears here. You are responsible for completing your follow-up tasks on time.

Follow-up types

Type	Description
Callback	Scheduled call-back for a customer who requested to be called at a specific time.
Email	Task to send a follow-up email to the customer.
WhatsApp	Task to send a WhatsApp message to the customer.
Escalation	Task that needs to be escalated to a senior agent or supervisor.
Other Task	Any other action defined by the campaign or supervisor.

Filter by status

Status	What it means
Upcoming	Scheduled for a future date/time and not yet due.
Past Due	Was due but has not been completed. Action required immediately.
Completed	Marked as done.

Click Today at the top of the page to instantly filter for all tasks due today.

Act on a task

Click a task row to view the full details.
Use the Action buttons to call the customer directly, edit the task, or mark it as completed.
Always update the status after completing a task. Your supervisor monitors follow-up completion rates.

Check your Follow Up page at the start of every shift. Complete any Past Due tasks before starting outbound calls.

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