Direct Call Templates are HTTP data handling requests methods sent out during specific trigger events. As their name implies they trigger on incoming direct calls to users.
Configuring Direct Call Templates
An Assistant direct call template consists of the following elements:
| Item | Description |
|---|---|
| Name | Name of your template as it appears in lists and selections |
| Organization Units |
Determines where this template will be visible. 💡 Depending on how deep in the OU structure you place the template, users from different Organization Units may (not) see or use this template. 💡 You can assign multiple templates to a user, so a mixture of OU-specific templates an "general" tenant wide ones is possible. |
| Description | Description of your template, appears in the list of templates. |
Triggers
| Item | Description |
|---|---|
| Trigger Event |
|
| Call Type |
Peer to Peer 💡 Option is currently locked on this default. |
Call Origin
💡 These are "OR" concatenated, meaning that only one condition will need to apply to trigger the actions.
| Inbound Internal Teams calls | Calls from within the same tenant (e.g. your company domain) |
|---|---|
| Inbound External Teams calls | Calls from outside your company domain. |
| Inbound PSTN calls | Calls made via phone number. |
✅ To take effect, the Direct Call template needs to be applied to individual users via the Assistant tab.