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Guides for every role, step-by-step setup and answers to common questions.
Guides
Pick a guide and go from basics to expert.
AdministrationSet up users, connectors, campaigns and automations.
SupervisionMonitor your contact center and act on live metrics.
AgentHandle every interaction from one inbox.
DeveloperBuild forms, IVRs, bots and workflows.
Connectors
Connect your contact center with the providers you already use.
Help
Quick answers to get you moving.
Go to Administrator Menu → Campaigns and click New. You only need a name: the campaign is created with default settings and a 24-hour schedule. To start using it, enable at least one channel (Telephony, SMS, WhatsApp, WebChat, Email, Instagram or Messenger).Learn more
Create a connector in Administration → Connectors → New, pick the WhatsApp channel and the WhatsApp Business or Gupshup provider, and add your numbers in the Numbers section. Then select that connector and number in your campaign's WhatsApp channel.Learn more
Create users from the Users screen with New and assign them a profile. If you leave the password empty, a temporary one is emailed to them. Profiles define permissions: Agent only accesses the Inbox, Superuser has full access, and you can create your own by choosing screens and actions.Learn more
Everything happens in the Inbox: calls, WhatsApp, email, SMS and more. New interactions arrive in Pending and move to Active when taken. Agents can transfer them, start new outbound interactions and, when finishing, add a disposition if the campaign uses them.Learn more
Outbound Hubs work through a contact list for you by phone, SMS, WhatsApp or email. Preview shows each contact to the agent before reaching out, Predictive dials several contacts at once based on agent availability, and Broadcast processes contacts massively without agents.Learn more
In Statistics Menu → Users you see each agent's connected, occupation and break time, and in Campaigns the logged-in and available users and queued interactions. For your own dashboards, build Wallboards with charts from campaigns, agents or Outbound Hubs.Learn more
Dispositions classify the outcome of each interaction, with as many sub-levels as you need (for example Sales > Product A > Sold). They can be global or specific to a campaign, and can trigger actions such as sending the number to the Blacklist or rescheduling a call in Outbound Hubs.Learn more
IVRs are voice menus for the Telephony channel that customers navigate with the phone keypad. Bots automate text channels: WhatsApp, Messenger, Instagram, SMS, WebChat and Email. Both are built in Automations with the visual Flow Editor and then assigned to a campaign channel.Learn more
Changelog
New features, improvements and fixes in every release.