Who This Is For / When to Use
Use the Manual Call Event if you need to:
Create outbound call tasks that require human action.
Assign call responsibilities to specific users or teams.
Control call order and track outcomes inside a workflow.
Run structured call sessions such as lead follow-ups or reminders.
What the Manual Call Event Does
The Manual Call Event pauses workflow automation and places contacts into a
Manual Actions call queue.
Assigned users can log in, start a call session, and manually call each contact in sequence while logging outcomes.
This action does not auto-dial. Calls are initiated manually by the user.
How to Set Up a Manual Call Event
Step 1: Create or Open a Workflow
Go to Automations → Workflows.
Click Create Workflow or open an existing workflow.
Select Edit Workflow to open the builder.
Step 2: (Optional) Assign the Contact to a User
If calls should be handled by a specific person or team:
Click + in the workflow.
Add the Assign to User action.
Select one or more users.
Step 3: Add the Manual Call Event
Click the + icon below the previous step.
Select Manual Call from the action list.
Save the action.
Step 4: Save and Publish the Workflow
Click Save in the top-right corner.
Toggle Publish to enable the workflow.
Use Test Workflow to confirm contacts enter the call step correctly.
How to Make Calls From the Manual Call Queue
Step 1: Open Manual Actions
Navigate to Manual Actions.
Filter by workflow or assigned user if needed.
Click Let’s Start to begin the call session.
Step 2: Call Contacts and Log Outcomes
Calls are placed from the browser.
Allow microphone access when prompted.
After each call, select one outcome:
No Answer
Busy
Voicemail
Completed
The system automatically advances to the next contact after a short countdown.
Step 3: Pause or Resume Calling
Click Let’s Start again to pause the sequence.
A 5-second countdown appears before the next call resumes.
Viewing Workflow Call Statistics
From the workflow builder:
Open the Manual Call step.
View how many contacts are waiting, completed, or skipped.
Use available controls to manage contacts in that step.
Common Issues and Fixes
Calls do not appear in Manual Actions
Confirm the workflow is published.
Verify contacts reached the Manual Call step.
Ensure the user is assigned to the call task.
Browser cannot place calls
Confirm microphone permissions are allowed.
Use a supported browser.
Check calling configuration in account settings.
Contacts are stuck in the call step
Calls must be manually completed.
Select a call outcome to move the contact forward.
Recommended Use Cases
Lead Follow-Up
Queue outbound calls after form submissions, imports, or pipeline updates.
Appointment or Event Reminders
Manually confirm attendance for high-value appointments.
Customer Feedback Calls
Collect qualitative feedback after purchases or service delivery.
Surveys and Polls
Run structured phone surveys where automation is not appropriate.
FAQ
Can this action auto-dial contacts?
No. All calls must be manually initiated by a user.
Can multiple users share the same call queue?
Yes. Use the Assign to User action to distribute calls across a team.
Does the workflow continue automatically after the call?
Yes. Once a call outcome is logged, the workflow proceeds to the next step.
Is there a limit to how many contacts can be queued?
No fixed limit. Performance depends on user activity and system capacity.