Account
Audio Library
Dispositions
Email Signatures
Email Templates
Extensions / Voicemails
Global Settings
- API Duplicate Lead Check for Third Party CRM
- Change the Date and Time Format of the System
- Configure API Settings
- Configure Force Continue Recording for Global Settings
- Configuring Global Settings
- Determine a Lead's Timezone Based on Area Code/State
Inbound Numbers
- Bulk Export Inbound Numbers
- Calling an Agent's Extension with Convoso
- Canceling DIDs
- CID Guidelines
- Configure Smart Routes for Inbound Calls
- Configure Smart Routes for Multiple DIDs
Reason Codes
SMS Templates
Users
- Add User Custom Fields in User Settings
- Add/Create a New User
- Admin Data Access - Restricting Call Logs and Recordings
- Agent License Management
- Assign a Remote User to a Campaign
- Assign Queues to an Agent