Whisper messages are often used to quickly inform agents at the beginning of each call which marketing campaign the caller is being referred from. To add a whisper message, follow the steps below: To add a whisper message, you first need to set up a tracking number. Refer to the […]
View Summary Details
To view the summary of tracking numbers and billable minutes, follow the steps below: Select ‘Reports’ on the left side of the menu In the dropdown, select the report called ‘Billing Usage’. Apply filters to customize the report by date, campaign, tracking number(s), etc… The first section of the report […]
Add Filters to Reports
To apply filters in Reports, follow the steps below: Select ‘Reports’ on the left side of the menu Choose the report that you want to view data for. By default, the ‘Call Logs’ report will be selected. Once you have chosen the desired report, select ‘Filters’ to expand all. Please […]
Add Filters to Legacy Reports
To apply filters to a Legacy Call Details report, follow the steps below: Select ‘Legacy Reports’ on the menu located on the left side. Then select ‘Call Details’. Select the desired date range in the upper right-hand corner. Then select the ‘Advanced Filter’ button located to the right of the […]
Add Subgroup(s)
To add new subgroup to your account, follow the steps below: Use the breadcrumb to navigate to the group you’d like to add a subgroup too and select ‘Apply’. Please note, subgroups may only be applied to the first and second level groups. Click on ‘Group & User’ on the […]
Add Comment(s) and Tag(s) to Legacy Call Details
To add comments and tags in Legacy Call Details, follow the steps below: Select ‘Legacy Reports’ on the left side of the menu. Then select ‘Call Details’ Once the report loads, select the date range in the upper right corner. By default the report will have data for the last […]
Send Directly to Voicemail
To send an incoming call directly to Voicemail follow the steps below: Add a tracking number to the desired campaign. Please refer to the Add Tracking Number New UI text/video for steps on adding a new number. Go to the ‘Route Calls by’ drop-down under the ‘Configure Routing Options’. Select […]
Edit User Permissions
To change user permissions, follow the steps below: First, navigate to the group where the user is set up and select ‘Apply’. If the user is at the top level group (same name as your account) rather than a subgroup, you can skip this step. Select ‘Group & User’ on […]
Add/Delete User
To Add or Delete a user to your account, follow the steps below: First, navigate to the group where you want to add the new user. If you are adding the user to your top-level group (same name as your account) rather than a subgroup, you can skip this step. […]
Schedule Call Logs Report
To create a call logs report that is automatically sent out on a schedule, follow the instructions below: Click ‘Reports’ on the left-hand menu. By default, the Call Logs report is selected in the drop-down selector. If you want to schedule another type of report, click the downward arrow and […]