General
- How do i cancel my subscription?
- How do i activate my account?
- How do i see my invoice?
- How do i up/downgrade my subscription?
- How do I give Adversus access to my account? (GDPR)
- How to change language
Campaigns
- Troubleshooting campaigns
- How to create a campaign
- Configure a campaign to an only inbound campaign
- How to configure an outbound campaign to also get inbound calls
- How to configure predictive dialing
- How to configure the dialer to record conversations
Leads & contacts
- How to remove fields
- How do i make a clean of my numbers?
- Introduction to leads and contacts
- How to delete duplicates in a campaign
- How to edit the number of contact attempts on leads
- How to find an overview and all leads on a campaign
Users & API access
- Introduction to users
- How to create the different types of users
- How to assign a Permission group to specific user
- Give users access to the right campaigns with Teams
- How to edit your team
- How to create user groups
Calls
- How to use an external softphone
- How to set up Number pools and use Smart Caller
- How to activate internal forwarding of calls
- Which countries can i purchase numbers for
- Make a call to another phone number in an existing phone call
- How to Live talk to agent
Booking & Calendars
- How to get the dialer ready for appointment setting
- How to integrate an external calendar
- How a meeting consultant integrate their own calendar
- How to use the booking overview
- How to report an appointment as held
- How to cancel an appointment
E-mail & SMS
- Introduction to Email
- Introduction to SMS
- How to create a mail template
- How to create SMS template
- How to add an email template to a campaign
- How to insert SMS template on a campaign
Statistics and reports
- Introduction to Insigths
- How does Dashboards work?
- How to create your own KPI's
- How to create a report
- How to create projects
- What is workforce and how does it work?
Warehouse/Filterviews
- Introduction to warehouse
- How does leads work in warehouse?
- How does booking work under warehouse
- How does sales work in warehoue
- How does contacts work in Warehouse?
- How does calls work in Warehouse?
Products & Sales
Journeys
- How to integrate Slack into Journeys
- How to trigger Journeys using webhooks
- Introduction to Journey
- How journeys work
- Update scheduled contact time based on whether an email is opened the first time
- Add cancelled meetings to another campaign
Integrations
- How to insert leads using the API
- Bulk inserting/updating contacts
- Working with contact identifiers
- What's the difference between leads and contacts?
- How to send leads to Hubspot (technical)
- How do I integrate to Zapier?
Training sessions with the CX team
- Using the dialer - The wizard will show you how
- Remove duplicates - The wizards shows you how
- Strategy - Setup a strategy for your campaigns
- Call forwarding - See how it works
- Users, permissions and teams - Let the wizards describe the difference
- Upload leads with a duplicate check - The wizards shows you how