Reschedule a callback
Reschedule callbacks on behalf of customers when the original scheduled time is no longer suitable.
Before you begin
Role required: sn_omni_callback.callback_writer
About this task
Reschedule is visible only to agents with the sn_omni_callback.callback_writer role and only for scheduled callbacks.
Procedure
Navigate to Workspaces > CSM/FSM Configurable Workspace..
Select the List icon (
Image omitted: list-icon-callback.png
List icon to view callback list\)
List icon to view callback list\)
In the Callbacks section, select Scheduled callbacks.
Navigate to the callback task record page by either:
- Selecting the callback in the Scheduled Callbacks list view, or
- Selecting the callback tile in the contextual side panel.
- Select Reschedule.
Note: Reschedule is visible only for scheduled callbacks.
In the Reschedule widget, view the current scheduled date, time, and customer time zone.
Select a new date and time using the calendar widget.
Select Reschedule.
Result
- A confirmation message displays indicating the callback has been successfully rescheduled.
- The callback task is updated with the new schedule.
- The state remains as Open.