Learn how manual actions work, the call and SMS tasks your workflows create when a real person needs to step in. Find them, work through them with Let's Start, and set them up in your own automations.
Before you go looking for the tab, get oriented on what a manual action actually is and why some tasks need a real person instead of an automated send.
A call or SMS task created inside a workflow that requires you, or a teammate, to complete it by hand.
Every queued task lands in one place inside Conversations, ready to filter and work through.
The Let's Start queue walks you through tasks one contact at a time and logs the outcome.
Route a task to a specific teammate, or leave it blank so it falls to the contact owner.
The Manual Actions tab shows every queued task. Click one to see what it covers.
Work through the required phone calls your workflows generate. Each task tells you who to call and why, so you can pick up the phone and go.
Send a manual text, optionally starting from a saved template. This gives you full control over exactly what goes out and when.
Narrow the list to exactly the tasks you need, whether that's everything tied to one workflow or everything assigned to you.
Click Let's Start to knock out tasks one by one. The queue auto-advances to the next contact once you log an outcome, so you can move through a whole list without hunting for the next one.
Route tasks to the right team member, or leave the assignee blank so it falls back to the contact owner automatically.
Four quick questions on this lesson. One attempt each, and the answer is revealed either way.
Where are manual actions actually created?
What is the name of the button that launches a queue and walks you through tasks one contact at a time?
If you leave the assignee blank on a manual action, what happens?
What do you call a call or SMS task that requires a real person to act on it?