> ## Documentation Index
> Fetch the complete documentation index at: https://help.hoopai.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Manual actions

> Manage pending manual call and SMS task queues in Hoop so your team never misses a follow-up.

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  <iframe src="https://player.mediadelivery.net/embed/622351/1488b354-4ea0-48f5-8404-b22d61270b06?preload=true" loading="lazy" style={{border: "none", position: "absolute", top: 0, height: "100%", width: "100%"}} allow="accelerometer; gyroscope; autoplay; encrypted-media; picture-in-picture" allowFullScreen={true} />
</div>

Manual Actions keep all your team's pending phone calls and SMS messages organized in one place. Instead of automating these touchpoints, Manual Actions queue them so a person can complete them at the right time — ideal for personalized outreach that needs a human touch.

Access Manual Actions by going to **Conversations → Manual Actions** at the top of the page.

***

## Manual Actions overview

The list shows all queued actions with these columns:

| Column      | Description                          |
| ----------- | ------------------------------------ |
| Contacts    | The contact assigned to the action   |
| Workflow    | The workflow that created the action |
| Assigned To | The team member responsible          |
| Type        | Manual Call or Manual SMS            |
| Status      | Completed or Queued                  |
| Date Added  | When the action was created          |

<Frame caption="Manual Actions list view">
  <img src="https://mintcdn.com/hoopai-84ec0cdc/evc3PeLCJMLz3iUG/images/conversations-manual-actions-list.png?fit=max&auto=format&n=evc3PeLCJMLz3iUG&q=85&s=5f438ddbe2b9836fbf1826322e1656b7" alt="Manual actions list" width="1159" height="361" data-path="images/conversations-manual-actions-list.png" />
</Frame>

### Filter by workflow

Click the **Search Workflow** dropdown to see actions from a specific workflow. Each workflow may require different types of actions.

### Filter by assignee

Click **Select Assignee** to view actions assigned to a specific team member — useful for managers reviewing their team's queue.

<Note>
  If you see "No Manual Actions" for a user, it means all their queued tasks are complete.
</Note>

***

## Starting manual actions

<Steps>
  <Step title="Click Let's Start">
    Click the **Let's Start** button to begin working through the queue. You are taken to the first contact's details page.

    <Frame caption="Start button to begin the manual actions queue">
      <img src="https://mintcdn.com/hoopai-84ec0cdc/evc3PeLCJMLz3iUG/images/conversations-manual-actions-start.png?fit=max&auto=format&n=evc3PeLCJMLz3iUG&q=85&s=797916868e5b56d8d1015d4f811c9662" alt="Start manual actions" width="1133" height="248" data-path="images/conversations-manual-actions-start.png" />
    </Frame>
  </Step>

  <Step title="Or jump to a specific contact">
    Click the contact's name to go directly to their record and take action.
  </Step>

  <Step title="Complete the action">
    * **Manual SMS** — compose and send a text immediately or schedule it.
    * **Manual Call** — click the dialer icon to call the contact directly.
  </Step>

  <Step title="Continue the queue">
    After completing an action, the system automatically moves to the next contact in the queue.
  </Step>
</Steps>

<Frame caption="Manual SMS composer">
  <img src="https://mintcdn.com/hoopai-84ec0cdc/evc3PeLCJMLz3iUG/images/conversations-manual-actions-sms.png?fit=max&auto=format&n=evc3PeLCJMLz3iUG&q=85&s=d2fedc6bdca97c549997c70e39b92181" alt="Manual actions SMS" width="892" height="520" data-path="images/conversations-manual-actions-sms.png" />
</Frame>

### Deleting a manual action

If a manual action was created by mistake, click the **trash icon** next to it to remove it from the queue.

***

## Manual calls

Manual Call Actions let you queue contacts for personal phone outreach from a workflow.

### Setting up a manual call workflow

<Steps>
  <Step title="Create or open a workflow">
    Go to **Automation → Workflows** and create a new workflow or open an existing one.

    <Frame caption="Workflow builder for manual calls">
      <img src="https://mintcdn.com/hoopai-84ec0cdc/evc3PeLCJMLz3iUG/images/conversations-manual-calls-workflow.png?fit=max&auto=format&n=evc3PeLCJMLz3iUG&q=85&s=ec06607bd137f2e7c66681db354df4a0" alt="Manual calls workflow" width="1112" height="401" data-path="images/conversations-manual-calls-workflow.png" />
    </Frame>
  </Step>

  <Step title="Add a Manual Calls action">
    Click **+ Add Action**, search for **Manual Action**, then select **Manual Calls**.
  </Step>

  <Step title="Name and save the workflow">
    Give the workflow a descriptive name, then publish and save it.
  </Step>

  <Step title="Add contacts to the workflow">
    Go to **Contacts**, select one or more contacts, click **Trigger Automation**, choose the workflow, set the bulk delivery method, and click **Add to Automation**.

    <Frame caption="Adding contacts to trigger a manual call workflow">
      <img src="https://mintcdn.com/hoopai-84ec0cdc/evc3PeLCJMLz3iUG/images/conversations-manual-calls-trigger.png?fit=max&auto=format&n=evc3PeLCJMLz3iUG&q=85&s=d1e7c0747bd61d0e301c9807c058091a" alt="Manual calls trigger" width="1137" height="378" data-path="images/conversations-manual-calls-trigger.png" />
    </Frame>
  </Step>

  <Step title="Start the calls">
    Return to **Conversations → Manual Actions**. Your queued calls appear. Click **Let's Start** — the system dials the first contact automatically.

    <Frame caption="Let's Start button for manual calls">
      <img src="https://mintcdn.com/hoopai-84ec0cdc/evc3PeLCJMLz3iUG/images/conversations-manual-calls-start.png?fit=max&auto=format&n=evc3PeLCJMLz3iUG&q=85&s=65ff2fd8667266d77bb7b999b8e6c4fb" alt="Start manual calls" width="1098" height="273" data-path="images/conversations-manual-calls-start.png" />
    </Frame>
  </Step>
</Steps>

<Tip>
  After each call completes, the system automatically dials the next contact in the queue, keeping your workflow efficient.
</Tip>

***

## Viewing manual actions in the dashboard

The Hoop dashboard includes a manual actions widget showing:

* Total pending actions
* Breakdown of pending calls vs. pending SMS

Use this widget to stay on top of your team's outstanding tasks at a glance.
