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  1. Convoso Help Center
  2. Agent FAQs

Agent FAQs

Tutorials, tips, and answers to frequently asked questions to help agents make the most of Convoso

Calendar Integration

  • Agent Interface - Google Calendar Integration

Getting Started

  • Agent Interface Overview
  • Edit Profile from Agent Interface
  • Log in as Agent using Convoso Softphone
  • Log in to Agent Interface Using External Phone with Shared Extensions

Using the Agent Interface

  • Agent Interface Call Logs
  • Assign Queues in the Agent Interface
  • Blind Transfer Failed Alert
  • Play a Pre-recorded Message in a Call
  • Print Lead Information in Agent Interface
  • Receive an Inbound call with a Notification but No Call Confirmation
See all 16 articles

Agents Settings and Tools

  • Agent Status Dispositions
  • Managing Voicemail in the Agent Interface
  • Record a Voicemail Box Greeting
  • Search for Leads in Agent Interface
  • Switch to a Different Campaign in the Agent Interface
  • Using Agent Hotkeys

Making Calls

  • Make a Manual Call to a Lead
  • Agent Caller ID Selection for a Manual Call
  • Transfer Call to Voicemail Drops
  • Perform an Internal Warm Transfer
  • Transfer Calls to Predefined Numbers
  • Using Preview Dial in Agent Interface
See all 8 articles

Callbacks in the Agent Interface

  • Agent Custom Callbacks
  • Agent System Callback
  • Callbacks Keep Popping Up
  • Create a Personal Callback
  • Reschedule a Callback

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