The Calendar - Follow-Up System is a new smrtPhone feature designed to help you track, document, and manage follow-up actions with your callers. It ensures that every request for a meeting, appointment, or callback is appropriately recorded and scheduled, either automatically through smrtAgent or manually through your dashboard.
How Follow-Ups Work
The Follow-Up System centralizes all follow-up events inside the smrtPhone Calendar, keeping your workflow organized and ensuring no significant interaction is missed.
Follow-ups can be created in several ways:
Automatically by smrtAgent
Manually by the user from the Dashboard
From conversations (calls or texts) - soon
Automatic Follow-Ups Created by smrtAgent
When a caller reaches a smrtAgent and requests a meeting, appointment, or follow-up call, the AI Agent will open the Calendar and create a follow-up event based on the caller’s request.
This ensures that critical next steps are captured in real time while the conversation is happening.
Manually Creating Follow-Up Events
You can also create follow-up events directly from your smrtPhone Dashboard.
Reach out to Calendar and start filling out the event form with the required details.
Event Fields
When creating a follow-up event manually, you will see the following fields:
Field | Purpose |
Event Name | Title or label of the follow-up event. |
Responsible | The person assigned to handle this follow-up. |
Color | Color-coding to help visually organize events. |
Date | The day the follow-up is scheduled to happen. |
Start & End Time | The timeframe of the event. |
Participants | People involved in the follow-up. |
Description | Notes or context regarding the purpose of the follow-up. |
Phone Number | The caller’s phone number or the number associated with the event. |
Reminders | Notifications you want to receive before the event. |
Managing Follow-Ups
After a follow-up event is created, whether through smrtAgent or manually, it will appear in your smrtPhone Calendar. From there, you can:
View details
Edit the event
Update participants
Adjust the time or date
Add or modify reminders
Delete the event
Calendar Visibility and Permissions
For the Account Owner, the smrtPhone Calendar displays all follow-up events created across the entire account, regardless of which user scheduled them.
Only the Account Owner and users with the appropriate permissions can edit these events. All regular users can see only their own calendars.
Google Calendar Integration
You can connect your smrtPhone Calendar with your Google Calendar for centralized scheduling. Please note that once connected, all events from your Google Calendar will sync and become visible within the smrtPhone Calendar at the user level.
