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Automations (Scheduler) defines what runs after traffic hits Recents: summarize, sync Contacts, notify by email, recognize returning callers, and live-transfer inbound when escalation criteria are met. Open: mixr.network/agents/voice/scheduler?tab=automations Outbound cadence is configured under Reminders. Automations govern desk behavior around each call.

Controls

  1. Enable auto-summarize and auto-update Contacts
  2. Enable email after inbound where coverage is intermittent
  3. Enable live transfer only after escalation is set on Agents → Phone Line
  4. Add Reminders for outbound confirms and collections
Enabled tools and Connections are production access. Some controls require Voice Desk+ or Pro — see Account.