About Reviewing an Interaction

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New employees can get their responses reviewed by other Users before sending them out to Contacts. Interactions can be sent for review only to other Users in the same Team. When an Interaction is sent for review, the Interaction remains assigned to you. Review states indicate the status of the Interaction sent for review.

You can recall an Interaction submitted for review if:

•   The reviewer has not opened the Interaction submitted for review.

You cannot recall an Interaction sent for review if:

•   The reviewer has opened the Interaction for review, and is currently reviewing it.

•   The reviewer has replied to the Contact after reviewing the Interaction.

•   The reviewer has sent the Interaction to you after review.

•   The reviewer has reviewed the Interaction, and closed it, but has not yet sent the reviewed Interaction to the Contact, or to you.

A notification is sent to the reviewer when Interactions are sent for review. It is important that the reviewer review the reply by selecting the Review Reply option from the Interaction menu in the Interaction window. Replying directly from the Reply pane will recall the Interaction sent for review. Talisma provides the reviewer with an option to send the reviewed reply either to the Talisma user or directly to the Contact.