Audio Library

• Upload New Audio Media
• Upload a Voice Broadcast Message

Dispositions

• Congestion, Disconnected Number, & Operator Intercept Dialing Update
• Add/Edit Dispositions
• Check Custom and System Dispositions
• Convoso Status Definitions

Email Signatures

• Creating an Email Signature

Email Templates

• Unsubscribe Clients from Emails
• Add Email Template with Meta Data
• Adding a New Email Template

Extensions / Voicemails

• Set Up a Voicemail Box
• Setup Voicemail Extensions
• Managing Voicemail

Global Settings

• Time Zone Conversion Setting Update
• Change the Date and Time Format of the System
• Configure Force Continue Recording for Global Settings
• Configuring Global Settings
• Determine a Lead's Timezone Based on Area Code/State
• Enable Quick Dispositions and Configure in a Campaign

See all 10 articles

Inbound Numbers

• CCID Automated Remediation
• Bulk Export Inbound Numbers
• Calling an Agent's Extension within Convoso
• Canceling DIDs
• CCID Guidelines
• CCID Pro

See all 17 articles

Reason Codes

• Add/Edit a Reason Code
• Setup Break Time Requests

SMS Templates

• Link an SMS Template to an SMS Campaign in Workflow Automation
• Creating an SMS Template
• Send Test SMS Messages from the SMS Template Page

Users

• Admin Data Access - Restricting Call Logs and Recordings
• Add User Custom Fields in User Settings
• Add/Create a New User
• Agent License Management
• Assign a Campaign to Users
• Assign a Remote User to a Campaign

See all 29 articles

Single Sign-On

• Enabling Single Sign-On
• Granting Single Sign-On Settings Access