📞🧙 Script Wizard Management

The Script Wizard is a guided CRM tool that streamlines the creation of call scripts by allowing users to define questions, responses, and script flow in a structured, step-by-step process. It enables teams to build consistent, effective scripts for optimized lead engagement.

To access it:
➡️ Go to Sales → Script Wizard from the left-hand menu.

📜 Script Wizard Overview

The Script Wizard List provides a complete overview of all Scripts that exist in the system.

Columns in the List

Field	Description
Action	Represents available operations such as preview, edit, inline edit or assign to campaign.
Name	Displays the title or identifier of the script.
Campaign Activity	Indicates the associated campaign task or call activity.
Category	Defines the classification or type of the script.
Status	Shows the current state, such as Active, Inactive, or Draft.
Created At	Timestamp showing when the record was originally created.
Modified At	Timestamp showing the latest update made to the record.

tip

You can sort columns (ascending/descending) to organize the list as needed.

🔄 Script Creation Flow

The Script Wizard allows you to build dynamic scripts with branching logic.

🔍 Searching for Scripts

Enter keywords in fields such as Name.
Press Enter to run the search.
Search scripts

🎛️ Filtering Scripts

You can filter scripts to quickly find relevant records.

Click to view available filters

Category → Filter by script type. - Status → View Active, Inactive, or Draft scripts. - Campaign Activity → Filter by associated campaign. - Created Date → Filter by creation timeframe.

Filter panel for scripts — Filter scripts

➕ Add Scripts

To Create New Script follow these steps:

Configure
Build
Preview

Configure your project settings, environment variables, and dependencies before proceeding to the build process.

Fill all the mandatory fields (Script Name, Category, Status, Campaign and Campaign Activity).

note

Campaign Activity will appear only when you select a campaign in which at least one activity exist.

Provide the description if needed and click on next.

Add or edit script interface — Add / Edit Script

✏️ Edit Scripts

Modify existing Scripts to keep your communication strategies up to date.

Follow these steps:

Click on pencil icon under action column for the script you want to edit.
Make necessary changes if needed in Configure and click on Next.
Make necessary changes if needed in Build for the questions and responses and click on Next.
Finally Preview the changes and click on Update button.

Click to see additional action

Additionally you can perform inline edit for the script you want.

Edit Script

👁️ Previewing Scripts

Before finalizing a script, you can preview it to ensure the flow works as intended.

Locate the script in the list.
Click the Preview action.
Walk through the questions and responses as an agent would.

🔗 Assigning Scripts

Scripts can be assigned to specific campaigns or leads to ensure agents use the right messaging.

📢 Assign to Campaign

Select the script(s) from the list.
Click Assign to Campaign icon.
Select the target campaign and confirm.

Assign script to campaign or lead — Assign Script

👤 Assign to User

Select the Script you want to assign to the user using checkbox.
Click on Assign icon that appears beside the trash icon.
Select the appropriate user and confirm.

Assign script to campaign or user — Assign Script

🗑️ Deleting Scripts

Select the checkbox(es) beside the scripts you want to remove.
Click the Delete icon.
Confirm the action in the pop-up window.

warning

Deleting a script cannot be undone. Ensure the script is not currently active in an important campaign before deleting.

Delete action for scripts — Delete Script

📜 Script Wizard Overview​

Columns in the List​

🔄 Script Creation Flow​

🔍 Searching for Scripts​

🎛️ Filtering Scripts​

➕ Add Scripts​

✏️ Edit Scripts​

Edit Script

👁️ Previewing Scripts​

🔗 Assigning Scripts​

📢 Assign to Campaign​

👤 Assign to User​

🗑️ Deleting Scripts​