Agent FAQs
Tutorials, tips, and answers to frequently asked questions to help agents make the most of Convoso
Getting Started
- Agent Audio Settings
- Agent Interface Controls Overview
- Edit Agent Profile from the Agent Interface
- Introduction to the Convoso Agent Interface
- Log in as Agent using Convoso Softphone
- Log in to Convoso Agent Interface
Using the Agent Interface
- Agent Interface Call Logs
- Assign Queues in the Agent Interface
- Create a Lead in the Agent Interface
- Determine the Number Dialed
- Edit Lead Information in Agent Interface
- Mute or Unmute Headset in Convoso Dialer Page
Agents Settings and Tools
- Access and Configure Voicemail When the User Is Set to Use X-Lite
- Change Agent Status
- Listening to Voicemail in the Agent Interface
- Record a Voicemail Box Greeting
- Redisposition Leads in Agent Interface
- Search for Leads in Agent Interface
Making Calls
- Transfer Call to Voicemail Drops
- Quick Dispositions on the Agent interface
- Perform an Internal Warm Transfer
- Transfer Calls to Predefined Numbers
- Agent Caller ID Selection for a Manual Call
- Using Preview Dial in Agent Interface
Callbacks in the Agent Interface
- Agent Custom Callbacks
- Agent System Callback
- Callbacks in the Agent Interface
- Callbacks Keep Popping Up
- Create a Personal Callback
- Reschedule a Callback