Billing

• Granting Billing View Access
• Customer Billing View

Google Calendar Integration

• Admin Dashboard - Google Calendar Integration and Templates

Getting Started

• API Menu Options Documentation
• Convoso Product Glossary
• Admin Dashboard Customizable KPI Graphs

Campaigns

• If Lead Called an Inbound Number but is Already in the Hopper
• The agents are waiting a long time between calls

Agent Interface Options

• Manage Agent Interface Options

SMS

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

Lead Management

• How to Export or Download a List

Reporting

• Generate a Voice Broadcast Report

Call Center Queues and Inbound Numbers

• Configure Dynamic Scripts in Queues
• How to Configure Inbound Call Confirmation and Call Notification
• How to Change Welcome message, Hold Music and Agent unavailable message

Lead Drips, API, FTP Push

• What is an API and How Do I Use it?

Softphones and External Phones

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

PBX

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

Dynamic IVR

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