General
Campaigns
- Troubleshooting campaigns
- How to create a campaign
- How to configure the dialer to record conversations
- How to configure inbound campaigns
- How to configure predictive dialing
- How do i copy setting on one campaign to another?
Leads & contacts
- Introduction to leads and contacts
- Troubleshooting leads
- 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
- How to upload/insert leads
Users & API access
- Introduction to users
- How to create user groups
- How do i send a new verification mail to a user?
- How to reset the password for an API user
- How to create an API user
- How to edit an API user
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
- How to transfer to an external number
- Which ports are Adversus using
- Why callbacks didn't automatically come up?
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
Warehouse/Filterviews
- Introduction to warehouse
- How does leads work in warehouse?
- How does booking work under warehouse
- How does sales work in warehoue
- Introduction to filterviews
- How to create a campaign filter
Products & Sales
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
- Create specific sales campaigns for your phoners based on a common campaign