> For the complete documentation index, see [llms.txt](https://docs.antbuddy.us/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.antbuddy.us/antbuddy-inc-documents/antcrm-customer-management/customer-experience-management/1.-customer-survey-setting/1.2-call-center.md).

# 1.2 Call Center

Step 1: Go to Survey -> Survey Template

Step 2: Select the Call Center tab

Step 3: Click the Create New Template button

Step 4: Click on "Continue" button

<figure><img src="https://2883279534-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FDeVvlGozALEs84kVZd2q%2Fuploads%2FcufNFCTgmcz2ky0GGTpv%2Fimage.png?alt=media&amp;token=eca6b6ad-af60-4532-8d0b-21a54943d1f6" alt=""><figcaption></figcaption></figure>

Step 4: Fill in the information

* Survey template name (optional)
* Description
* Survey types: CSAT/NPS
* Applicable channels: Call center

Step 5: Click on "custom template

Step 6: Click on "Continue" button

<figure><img src="https://2883279534-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FDeVvlGozALEs84kVZd2q%2Fuploads%2FJVnjZmLpo5BHFx1h7vFA%2Fimage.png?alt=media&amp;token=28061520-c276-4689-9e86-0cf6744291f4" alt=""><figcaption></figcaption></figure>

Step 8: Select to activate Automatic Rating sending, where you can choose the 3rd-level category of the call to send automatically

<figure><img src="https://2883279534-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FDeVvlGozALEs84kVZd2q%2Fuploads%2FppE8PDnzu6rYFA5hRoOt%2Fimage.png?alt=media&amp;token=960560a3-6e83-4c7f-b303-bd1b7aab1143" alt=""><figcaption></figcaption></figure>

Step 9: Select send message service SMS/ZNS

<figure><img src="https://2883279534-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FDeVvlGozALEs84kVZd2q%2Fuploads%2FDGB001fmLO1AfBGQtZkq%2Fimage.png?alt=media&amp;token=53d396b7-adf1-41ce-b530-c8148278c87d" alt=""><figcaption></figcaption></figure>

Select SMS/ZNS service

Enter SMS content

Step 10: Save

Step 11: Return to template type service and select active to use template

<figure><img src="https://2883279534-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FDeVvlGozALEs84kVZd2q%2Fuploads%2Fri8fJ0qCCYdCLj9o9uwm%2Fimage.png?alt=media&amp;token=d0f8be21-692c-4ee2-ae75-b13ff30ec188" alt=""><figcaption></figcaption></figure>