The Call wizard, step by step

You're in the Call wizard. Here is how to progress through its steps. Bamya Call is your assistant on the call. It helps before, during and after a conversation with a customer, so you go into each call prepared and come out of it with the notes written.

This wizard sets up its four parts: before the call, the Preparation; during it, Scenarios and Highlights; after it, the Post-call summary. Each starts you with ready presets, made by the Bamya team and shared in the Community. On Preparation, click every template you find useful; in this example, Cold call: before you dial, and Kick-off preparation. A card marked Added before is one your organisation already has in Bamya Call. On Scenarios, the same: here, Cold call, and A call after our messages.

On Post-call summary, Meeting summary with actions. Highlights are optional. In your own words, the features, facts and numbers a call draws on, and the details that are easy to forget mid-call, such as specifications and prices. This team's are in Bamya Call already, so the box stays empty. Press Finish. What you chose is added to Bamya Call one by one, with a tick for each, and you are taken back to where you were. Your presets are ready. Your next call can start from them; change them any time in Menu, Manage Calls.