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  1. Convoso Help Center
  2. Account

Account

Audio Library

  • Upload New Audio Media
  • Upload a Voice Broadcast Message

Dispositions

  • Custom and 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

  • 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 API Settings
  • Configure Force Continue Recording for Global Settings
  • Configuring Global Settings
  • Determine a Lead's Timezone Based on Area Code/State
See all 10 articles

Inbound Numbers

  • CCID Automated Remediation
  • What is Least Cost Routing?
  • Bulk Export Inbound Numbers
  • Calling an Agent's Extension with Convoso
  • Canceling DIDs
  • CCID Guidelines
See all 18 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

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