What is Call Follow-Up via Email?
Call Follow-Up via Email is a feature that allows users to quickly initiate a follow-up email during or after a call. With a single click, the user’s default email client will be opened with a pre-filled message based on a preset template. This makes post-call communication smoother, more consistent across the team, and less likely to miss any important follow-up.
Easy Sending & Customizable Templates
Yeastar’s Call Follow-Up via Email helps users stay aligned after every conversation. Users can send emails during the call through Call Note, right after it ends through the pop-up window, or later from Call Logs. The email template includes default message body with key call details, and can be customized with additional variables such as PBX information, caller/callee details, Call Transcription, AI-powered Call Summary & to-do list, and more.
Use Case
Internal Communication: For internal teams needing quick information sync, Call Follow-Up via Email makes post-call updates effortless. Colleagues can instantly share call details, notes, and next steps through a pre-filled email, keeping everyone aligned without extra manual work.
Customer Follow-Up: For sales or service teams, following up with customers becomes faster and more consistent. Right after a call, users can send a ready-to-edit email with key call information, helping them respond promptly, clarify discussions, and maintain professional engagement.
Related Features
Complete Communications Solution
Available both in the cloud and on-premises, Yeastar P-Series Phone System unites calls, video, omnichannel messaging, integrations and more in one simple system for your seamless communications anywhere.
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