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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 Audio Settings
  • Agent Interface Controls Overview
  • Edit Agent Profile from the Agent Interface
  • How to Log in to Agent Page using External Phone with Shared Extensions
  • Introduction to the Convoso Agent Interface
  • Log in as Agent using Convoso Softphone
See all 9 articles

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
See all 18 articles

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
See all 8 articles

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
See all 9 articles

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
See all 7 articles

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