Help Desk

You can use the Call Event in a campaign to automatically have the system call the customer when that step is reached in the campaign. If the lead answers, it will connect to the assigned user’s phone. This is a very useful tool because you can get your lead and the assigned user on the […]

A Voicemail Drop is utilized to accelerate the process of leaving voicemail messages. The way it works is the system will make a phone call to the selected contact, and then it will immediately drop that phone call and initiate a second phone call (which will put the 2nd call directly to voicemail) in order

Voicemail Drops require mp3 or wav audio files. This article shows how to properly convert your audio voicemail file to properly utilize Voicemail Drops. What you will need Audacity Step 1: Download Audacity Visit the Audacity website Start your Download – it’s free!   Step 2: How to properly convert audio files Drag and drop your

A Twilio number is a digital phone number that can give you full access to your regular call and message routine. You can create an outbound number easily within the app. Step 1: Navigate to Settings > Phone Numbers. Step 2: Click Add Number. Step 3: Search for a 3 Digit Area Code (e.g 818, 949, 626, etc.).

You may want your phone number to forward to another number, and yet sometimes you may want it to directly send a call to voicemail. The caller can leave a voicemail which will be transcribed and emailed to you. Follow these steps to set up the voicemail forwarding within Twilio:   Part 1: Update your system settings

You may want to remove a phone number from your system. To delete a Twilio number, follow these simple steps: Step 1: Navigate to Settings > Phone Numbers. Step 2: Choose the phone number you wish to delete. Click the trashcan icon on the right side. Step 3: Confirm the deletion by typing “Delete” in the popup window.

A Twilio number is a digital phone number that can give you full access to your regular call and message routine. There are a few steps to completing the Twilio setup process. Step 1: Create a Twilio Account Locate your Twilio credentials in Twilio. You can find the Auth Token in the Project Info section

You may want to record calls to be able to review them for quality assurance. Step 1: Ensure you have call recording enabled. Navigate to Settings > Phone Numbers > Edit. Check the call recording box. Click Update to confirm the changes.   NOTE: If you put a space in the “Call Recording” section, that will

Below is an overview of how the system selects which Twilio Outbound Number to use for a contact, according to various scenarios: If the contact is assigned to a user, and the assigned user has an inbound Twilio number selected, the system will always default to the inbound Twilio number. If the contact is assigned to a user, and

A whisper message is a short message that you hear on your end of the line when a call is connected. It can help you best serve your customers and have context for a call. To set up your whisper message, follow these steps: Step 1: Navigate to Settings > Phone Numbers. Step 2: Click the Edit