TautivaHelp

Contact Center

Complete call wrap-up notes

A call wrap-up records the outcome so the next agent knows what happened.

Call Center, Supervisor# 4, 8 minutes #Last checked October 13, 2026.
Supplies record: Some actions depend on role and data conditions, and have not been tested by saving / sending data. Use this as a check guide, instead of proof of transaction testing.

Before you start

Access to the workspace and the correct role.

Step-by-step instructions

Follow these steps in order. You can keep this guide open while working in another Tautiva tab.

  1. Open Contact Center and select the Wrap-up filter.

  2. Select the interaction waiting for the final note.

  3. Read the customer summary and actions during the call.

  4. Look for the disposition/call result and fill in the summary if the feature is available for your role.

  5. Fill in the verifiable results, follow-up needs, and relation to Case or Sales if required.

  6. Save through the displayed control and check if the item moves from Wrap-up to Done.

Open the page in Tautiva

PRACTICAL EXAMPLE

Example from daily work

Example: the customer requests a demo next week; the interaction ends with a scheduled Sales follow-up.

This is a fictional training example. No real customer data was used.

The real page view of the Contact Center for Operations in Tautiva, recorded October 13, 2026.
Screenshot of Tautiva application taken at October 13, 2026; sensitive information is disabled if there are. Screen settings can change with screen sizes and product updates.

Expected result

You will know the safe steps and the results to be checked, without modifying the data before the procedure is approved.

Important notes

  • Do not save wrap-up just to empty the queue.
  • The final note should reflect the actual events and not contain excessive information.

If something goes wrong

  • No disposition matches the condition: ask the supervisor to check the Contact Center settings.
  • Wrap-up is rejected: check the mandatory columns and authority.

This guide describes the interface reviewed on 13 October 2026. Documentation testing did not send real messages, invite users, process payments, or modify real customer records.