Callbacks: never lose a call-me-back

4 min read

Some things are faster on the phone. A callback records that somebody promised to ring this person, who owes them the call, and whether it has happened — so “I will call you back” stops being a thing people say and forget.

The Callbacks screen in Pingly, showing counts of pending, called and dismissed requests above cards for each customer with their number, the reason they want a call, and Open Chat, Mark Called and Dismiss buttons.
The callback queue: pending, called and dismissed, each with the reason given.

Logging one

Use Create Callback from the conversation in the inbox, or add one directly on the Callbacks screen.

  1. Confirm the number
    It is filled in from the contact. Change it if they have asked to be reached on another line.
  2. Write the reason
    One line, enough for whoever makes the call to open with something better than “you wanted a call?”
  3. Say when to call, if it matters
    “After 6pm” is the difference between a call that connects and three that do not. Put it in the reason — the card shows that text to whoever picks the call up.

Working the queue

Each request is Pending, Called or Dismissed, with a count of each across the top. On a card you can:

  • Open Chat — jump to their WhatsApp conversation before you ring.
  • Mark Called — once the call has happened.
  • Dismiss — when it is no longer needed.

The sidebar carries a count of pending callbacks, so the queue is visible without going looking. Callbacks are a shared queue rather than something assigned per person — whoever is free takes the next one.

Calling from Pingly

With click-to-call configured, you can dial from the callback itself and the call is placed through your telephony provider — no copying numbers into a handset. See Integrations.

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