The Convoso Cadence
At Convoso, we constantly strive to expand our features and improve the customer experience. Here, you can learn about recent enhancements and feature releases, Knowledge Base Spotlights, and other vital information about the Convoso system.
Feature Update - Customer Billing View
We've made your billing information more accessible. Convoso's new Customer Billing View provides Admins with real-time billing insights. Easily track credit usage, access invoice history, and view active subscriptions.
Users can view their past invoices in the Invoices History tab and download invoices directly from this page. In the Subscriptions tab, they can track current subscriptions and calculate their recurring costs. The Minute/Credit Balance modal has relocated to the Minutes/Credits tab.
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Innovating Convoso
Recent improvements to the Convoso system.
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Feedback Widget |
Now, Admins can submit, track, and prioritize feature requests in one portal. The portal is easily accessed through the Submit a Request button in the Admin app. Users can utilize the Feedback Widget or open the full Web Portal in a separate tab. |
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CCID Automated Remediation |
The ClearCallerID Dashboard (CCID) gives real-time data on the flagged status of your phone numbers. We rolled out Automated Remediation Management (ARM) as an extension to simplify the process of ensuring Campaigns are using clean numbers. ARM will automatically Rest a set percentage of your flagged numbers when enabled. Resting numbers will not be used for dialing. The numbers will be cycled back into an Active status as the flags go away. |
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Single Sign-On |
Say hello to Convoso's new Single Sign-On feature. Previously, Convoso's SSO capabilities were less customizable. Admins will now have the ability to configure their Single Sign-On settings based on the needs of their Account. We want to simplify ease of access and take away the need for Agents and Admins to maintain multiple logins for multiple platforms. |
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Learning Convoso
Knowledge Base Spotlight
We recently updated these articles related to some of our Phone System features.
Add a Follow Me - Ensures that calls can be forwarded when away from your desk.
Add a Time Condition - Works with Time Groups to define how the system should route calls.
Add/Edit a Callback in the Phone System - An automated Callback feature connecting the caller to a configured Destination.
Convoso in the Know
What to know about Convoso
Convoso's standard call recording storage is for 30 days. During these 30 days, Admins can playback and download Call Recordings. Past this period, recordings will no longer be accessible in Convoso's system, per the Convoso Services Agreement.
To retain previous Call Recordings outside Convoso's system, Admins can download or push them to an FTP Server.
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Search, Playback, and Download Recordings
Create an FTP Push for Recordings, Call Logs, Reports, and Voicemail
Please contact our Support Team at support@convoso.com for any questions and assistance you may need.