How to Send Call Permission Requests

Once you have created a call permission request template in DoubleTick, you can send it to customers in two simple ways. These methods ensure your team can request permission efficiently while keeping interactions compliant and customer-friendly.

---

Method 1: Via Call Icon

1. Open the customer chat in DoubleTick.

2. Click the Call Icon.

3. Select the outbound call permission template you want to send.

4. Click Send.

✅ This method is quick and ideal when you are already preparing to call a customer and want to request permission immediately.

---

Method 2: Via Attachment / Send Template Button

1. Open the customer chat in DoubleTick.

2. Depending on the chat state:

   • If the conversation is open → Click Attachment → Template Messages

   • If the chat window is closed → Click Send Template

3. Select the outbound call permission template you want to send.

4. Click Send.

✅ This method is useful when sending permissions in bulk or scheduling them outside of active calls.

---

Example Scenario

• A customer messages your business late at night.

• You send the call permission request template using either method.

• The customer clicks Allow.

• Your team can then place the outbound call the next day within the granted permissions.

---

This approach ensures that all calls are compliant, respectful, and customer-approved, while allowing your team to engage efficiently.