Proofly

Connect DialNexa calls to Proofly for record, request, case, lookup, approval, workflow run, or operational task workflows.

Proofly is a social proof toolkit that helps boost website conversions by displaying real-time notifications of customer activities.

Use Proofly with DialNexa when the call creates a specialized follow-up that needs owner, urgency, and clear operational context.

Where Proofly fits in a DialNexa workflow

Proofly should receive DialNexa output when the conversation affects a record, request, case, lookup, approval, workflow run, or operational task. The handoff should explain what the caller asked for, what DialNexa learned, which record or object is affected, and who owns the next step.

Measure recurring issues

Tag repeated call reasons so operations can see where customers keep getting stuck.

Create structured handoffs

Capture caller identity, request, affected object, owner, urgency, and decision needed.

Route niche requests

Send specialized calls to the person who knows the system, product, policy, or customer context.

Build review queues

Hold unclear, sensitive, high-value, or low-confidence cases for human review.

What DialNexa should capture for Proofly

• Caller identity, account, source, owner, category, urgency, and related object ID
• Call summary, requested outcome, missing information, blocker, and promised next step
• Status, priority, deadline, approval requirement, duplicate key, and review reason
• Transcript link, recording link, DialNexa call ID, CRM link, ticket link, and file links
• Sensitive-data flag and routing note for human review

High-value Proofly workflows

Owner should be alerted quickly

For this workflow, DialNexa should send Proofly a concise, action-ready handoff: matched caller, affected record, reason for the update, urgency, owner, next step, and links to call evidence.

Caller creates an operational request

For this workflow, DialNexa should send Proofly a concise, action-ready handoff: matched caller, affected record, reason for the update, urgency, owner, next step, and links to call evidence.

Specialist review is required

For this workflow, DialNexa should send Proofly a concise, action-ready handoff: matched caller, affected record, reason for the update, urgency, owner, next step, and links to call evidence.

Missing information blocks progress

DialNexa should attach the relevant file or visual evidence, summarize what the caller says it proves, and mark the review owner in Proofly. Sensitive files should stay behind restricted links.

Approval is needed before action

For this workflow, DialNexa should send Proofly a concise, action-ready handoff: matched caller, affected record, reason for the update, urgency, owner, next step, and links to call evidence.

Recurring issue should be categorized

DialNexa should write the symptom, expected behavior, actual behavior, affected area, business impact, and evidence links into Proofly. A teammate should be able to triage the issue without replaying the call.

Use get proofly campaigns

Use get proofly campaigns before answering, routing, or creating follow-up. DialNexa should verify the lookup result against the caller and send low-confidence matches to a human queue.

Use get proofly user info

Use get proofly user info before answering, routing, or creating follow-up. DialNexa should verify the lookup result against the caller and send low-confidence matches to a human queue.

Workflows that pair Proofly with other integrations

• Proofly + Google Calendar: Google Calendar for scheduled callbacks.
• Proofly + HubSpot: HubSpot for customer context.
• Proofly + Slack: Slack for owner alerts.
• Proofly + Google Sheets: Google Sheets for review queues.
• Proofly + Zendesk: Zendesk for support follow-up.
• Proofly + Google Docs: Google Docs for operational briefs.
• Proofly + Gmail: Gmail for approved customer follow-up.

Implementation notes

• Use the DialNexa call ID as the idempotency key before running Proofly actions.
• Write a short operational summary into Proofly and link to the full transcript or recording for audit.
• Map required fields before launch: destination object, owner, status, urgency, next step, and record URL.
• Create review paths for low-confidence matches, sensitive requests, high-value customers, and actions that change money, access, legal terms, or customer commitments.

FAQs

When should a call become a project brief?

When the conversation includes background, constraints, files, decisions, and multiple follow-up steps.

How do teams avoid task spam?

Create tasks only for actionable work. Tag informational calls and resolved questions without opening work items.

What should be linked?

Transcript, recording, CRM account, support ticket, files, calendar event, and downstream task URL.

When should managers be notified?

Notify managers for blocked work, VIP customers, missed commitments, urgent deadlines, or repeated operational issues.

How should completed work close the loop?

Update the task, notify the owner, and trigger the customer-facing follow-up that was promised on the call.

Should DialNexa create tasks automatically?

Yes when owner, outcome, and due date are clear. Use review for vague, sensitive, or high-value commitments.

What makes a task actionable?

A clear title, customer context, acceptance criteria, owner, deadline, evidence links, and next step.

How should promises be tracked?

Capture who promised what, to whom, by when, and where the customer should get the update.