Compliance Navigator

• Attempt Control Manager

Audio Library

• Upload New Audio Media
• Upload a Voice Broadcast Message

Dispositions

• SIP 603 Disposition Update
• Custom vs. System Dispositions
• Congestion, Disconnected Number, & Operator Intercept Dialing Update
• Add/Edit Dispositions
• Convoso System 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

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

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

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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

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Reason Codes

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

Single Sign-On

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

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

• 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

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