What it is
Aria note in the Contacts selection bar gives one instruction to Aria for every contact you selected. Pick a quick choice, Contact them and follow up or Call them, or Something else, and add any detail.
Aria then plans each contact on her own. If the contact has a phone number and Aria calls are switched on, she queues a call. Otherwise she leaves an internal note for your team, and you get a notification. A contact she can't plan (for example with no phone or email) is skipped, with the reason.
A note is your team's instruction, never the customer's permission. The usual checks for permission, opt-outs and sending hours still apply to anything Aria sends later.
How to use it
- In Contacts, tick the contacts you want (up to 100 at a time).
- In the bar that appears, select Aria note.
- Choose Contact them and follow up, Call them or Something else.
- Optionally type more detail, such as "Ask if they still want the SUV and offer a test drive this week". With Something else, type the full instruction.
- Select Send to Aria.
- Read the result: how many calls queued, notes for the team and skipped contacts, with the reason for each skipped one. Select Done.
What the data means
| Result | Meaning |
|---|---|
| Calls queued | Aria will call these contacts (they have a number and calls are on) |
| Notes for the team | Aria left an internal note for your team instead of contacting them |
| Skipped | Aria couldn't plan these contacts; the reason is shown under Skipped |
A short summary also shows as a notice, for example "Aria planned 5 contacts: 1 call queued, 2 notes for the team, 2 skipped."
Possible issues and fixes
I don't see Aria note in the selection bar
Symptom: The bar shows other actions but no Aria note.
Why: You are viewing Trash, or no contacts are ticked.
Fix: Go back to the active contacts list and tick at least one contact.
How to check: Aria note shows first in the bar after "selected".
Every contact was skipped
Symptom: The result says all contacts were skipped.
Why: The contacts have no phone, email or chat on file, or Aria isn't allowed to contact them yet.
Fix: Read the reason under Skipped. Add a phone or email to the contact, or record permission on the full profile, then try again.
How to check: The next result shows calls queued or notes for the team.
It says bulk Aria notes aren't available yet
Symptom: "Bulk Aria notes aren't available on this server yet."
Why: Your QualiFlow server hasn't been updated with this feature.
Fix: Give a note to one contact at a time from its profile (the Aria note button at the top), or ask your QualiFlow contact to update.
How to check: After the update, Send to Aria shows the result card.
