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

Calendar Integration

• Agent Interface - Google Calendar Integration

Callbacks in the Agent Interface

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

Getting Started

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

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

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Using the Agent Interface

• Agent Interface Call Logs
• Blind Transfer Failed Alert
• Choose Queues in the Agent Interface
• 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

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