Callback mechanism

In the Full Service Desk Model, if you set the Notify By field to "Telephone" in an interaction and link the interaction to an incident, the interaction will automatically move to the Review phase and the Callback status once the related incident is closed and a Required Action record is associated with the interaction to track the customer callback activity prior to interaction closure.

When the interaction is in the Callback status, the system will not close the interaction automatically. To close the interaction, go to the Required Action tab, click for action details, and select "The customer agrees that the incident is fixed" after you call and confirm with the customer.

Tip To enable the Full Service Desk Model, go to Service Desk > Administration > Environment, and then select Full Service Desk Model in the Service Desk Record Relationship Models section.