Audio Library

• Upload a Voice Broadcast Message
• Upload New Audio Media

Dispositions

• Convoso Status Definitions
• Check Custom and System Dispositions
• Add New Dispositions
• Edit Dispositions

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

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

Global Settings

• 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
• In-App System Notifications

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Inbound Numbers

• CCID Automated Remediation
• Bulk Export Inbound Numbers
• Calling an Agent's Extension within Convoso
• Canceling DIDs
• CCID Guidelines
• Configure Smart Routes for Inbound Calls

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Reason Codes

• Setup Break Time Requests
• Adding Reason Codes
• Editing Reason Codes

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

• Activate Create Lead Button
• 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.

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Single Sign-On

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