Google Calendar Integration

• Admin Dashboard - Google Calendar Integration and Templates

Getting Started

• API Menu Options Documentation
• Admin Live Dashboard Customizable Dynamic Real-time KPI Graphs
• Checking Minute Credit Load Balance

Campaigns

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

User Settings

• View Agent License Summary
• Managing Convoso Agent User Licenses
• Set the Caller ID for Agents when Making Manual Call

Agent Interface Options

• Agent Interface Options
• Allow/Restrict Agents From Accessing Lists
• Allow/Restrict Agents from Changing the Disposition of Leads
• Allow/Restrict Agents from Editing Leads Information
• Allow/Restrict Agents from Editing Phone Numbers
• Allow/Restrict Agents from Listening to Call Recordings

See all 36 articles

SMS

• 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
• Creating a Custom Report
• How to Save or Delete Your Customized Report
• How to Generate a List 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
• How to Configure a User for External Phone and Install Convoso Softphone
• How to configure X-Lite as external phone
• Assigning Inbound Calls Directly to the Softphone without logging in to Agent Page
• What are Soft phones?

See all 7 articles

PBX

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

Dynamic IVR

• override the external transfer number on Dynamic IVR
• How to Activate or Deactivate Dynamic IVR.