Agent Interface Options

• Manage Agent Interface Options

API

• SIP Codes
• Understanding SIP Codes
• API Glossary
• API Arguments
• What is an API and How Do I Use it?
• API Menu Options Documentation

Billing

• Granting Billing View Access
• Customer Billing View

Call Center Queues and Inbound Numbers

• How to Change Welcome message, Hold Music and Agent unavailable message

Call Screening

• Detect Call Screening

Campaigns

• If Lead Called an Inbound Number but is Already in the Hopper
• Agents Waiting too Long Between Calls

Compliance

• Compliance Updates

Dial Plans and Routing

• What is Least Cost Routing?

Dynamic IVR

• Override External Transfer Number on Dynamic IVR
• Activate or Deactivate Dynamic IVR

Getting Started

• Best Practices for Calling with Convoso
• Convoso Product Glossary
• Convoso Admin Dashboard Overview

Google Calendar Integration

• Admin Dashboard - Google Calendar Integration and Templates

Lead Management

• Export or Download a List
• Relocating Duplicate Leads Reference Sheet

PBX

• Configure PBX Voicemail
• PBX - Setup Extensions for both Convoso and External Phones

Reporting

• Generate a Voice Broadcast Report

SMS

• SMS, Campaign Registry, and Voso.ai Updates
• SMS Campaign Registration
• Assigning Users in an SMS Campaign
• How to set a Callback through SMS button.
• SMS Status Definitions

Softphones and External Phones

• How to configure Convoso Softphone Audio Settings
• How to Install Convoso Softphone
• Configure a User for External Phone
• Assigning Inbound Calls Directly to the Softphone
• Configuring Users for External Soft Phones and Hard Phones