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GuidePDF

Administrator guide

A guide for the person who configures the system at your company. It covers how to add users and assign permissions, build queues and the IVR, create a form, connect your CRM, and find call recordings.

Who it is for

Platform administrators at your company and the IT staff who support it.

What is inside

  1. Users and permissions – who sees what and what they can change
  2. Queues – where a call goes and who answers it
  3. IVR – how to build and change the menu without a developer
  4. Forms – the form builder for calls and chats
  5. Integrations and recordings – CRM, API, and where call recordings are stored