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Place Call Smart Selection

Use Place Call Smart Selection when you want Sympana Connector to choose the best available connection for the call automatically. This is useful when you do not want to hard-code one connection for every lead.

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Step 1. Add the action

Click the plus button to add an action, then search for Place Call Smart Selection.

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Step 2. Configure the action

Select Place Call Smart Selection, then choose the settings you want to use for the call. This lets Sympana Connector evaluate the available options and choose the best connection for that lead.

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Step 3. Confirm the lead has a valid phone number

Save the action and make sure the lead record includes a valid phone number.

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Step 4. Test the workflow

Test the workflow and confirm the call is placed successfully. If the call does not go through, make sure your Retell or Vapi account is on a paid plan. If you still have issues, contact support at support@sympana.com.