How-To's

Instructions for setting up different configurations

How to setup incoming and outgoing email
This article looks at the steps to setup Email at a high-level. To get into the details of each module, please click the link to dive deeper into that modul...
Thu, 10 Sep, 2020 at 11:27 AM
How to setup inbound voice channel
This article looks at the first steps to setup an inbound telephony queue at a high-level. To get into the details of each module, please click the link to ...
Fri, 21 Aug, 2020 at 10:31 AM
How to setup outbound voice channel (manual dialing)
This article looks at the steps to setup an outbound telephony queue for manual dialing on Agent Desktop. To get into the details of each module, please cli...
Fri, 21 Aug, 2020 at 10:31 AM
How to setup Facebook Messenger and Twitter DM
This article looks at how to setup Facebook Messenger and Twitter DM within a Messaging Tab in the Agent Desktop. NOTE: you must have the ID for appropriate...
Fri, 11 Sep, 2020 at 3:58 PM
How to setup a canned response for Email and Chatboxes
This article looks at how to setup Email and Chat Templates (i.e. canned responses) and assign them to the appropriate Queue. To get into the details of eac...
Fri, 11 Sep, 2020 at 3:56 PM