📖
User Guide
  • Introduction
  • Version Control
  • Pre-Requisites
  • Getting Started
    • Login Screen
    • Two- Factor Authentication (2FA) Setup
    • 2FA Code Validation
    • Home Screen
    • Menu Navigation
  • Account Management
    • Managing Users
      • User Search
    • Switching the Account View
    • View Account Hierarchy
    • View Service Numbers
    • Managing Payphone Barring
    • Custom Email Settings
    • Site Branding
    • Two-Factor Authentication
      • Revoking 2FA
  • Call Barring
    • Add Call Barring
    • Remove Call Barring
  • Managing Service Numbers
    • Searching for Numbers
    • Selecting Numbers
  • Real-Time Dashboards
    • Getting Started
      • Updating The Current Dashboard
      • Creating a New Dashboard
      • Configuring Tiles
      • Add a New Tile
        • Available Tile Types
      • Managing Tiles
    • Individual Tile Configurations
      • Live Total Tile
      • Live Chart Tile
      • Live Call Outcome Tile
      • Live Top Accounts Tile
      • Live DCA Agent Status Tile
      • Live DCA Call Status Tile
      • Live Queue Tile
      • Favorite Numbers Tile
      • Message Board Tile
      • Live Active Call Status Tile
    • Reset Periods For Data
  • Service Manager
    • Quick Start Guide
    • Creating a Service Plan
    • Opening a Service Plan
    • Saving a Service Plan
    • Validating a Service Plan
  • Service Builder
    • Quick Start Guide
    • Toolbar Functions
    • Call Delivery
      • Call Delivery Options
        • Busy/Ring No Reply
        • Time of Day
        • Missed Call Alert
        • Record Call
        • Override CLI
        • Mid Call Divert
        • Call Whisper
      • Simple
      • Distribution
      • Queue
      • Simultaneous
    • Fax
    • Conference
      • Rooms
      • Host
      • Recording
    • IVR Menu
  • Service Designer
    • Quick Start Guide
    • Toolbar Functions
    • Sub Plans
    • Node Options
    • Dynamic Call Agent (DCA)
      • Creating DCA Services
      • Agent Status Codes
      • DCA Agent Console
    • Node Types
      • CLI Routing
      • Conference
      • Custom CDR
      • Date
      • Dates
      • Day
      • DCA
      • Delete Record
      • Deliver Call
      • Distribution
      • DTMF Capture
      • Dynamic Audio
      • Fax
      • If
      • Insert Record
      • IVR Menu
      • Jump
      • Mid Call
      • Month
      • Multi Outdial
      • Outbound Call
      • Play Audio
      • Post Call
      • Queue
      • Record Audio
      • Select Record
      • Send Email
      • Send Post
      • Set Variable
      • Special Day
      • Start
      • Sub Plan Start
      • Sticky Notes
      • Time
      • Time of Day
      • Update Record
      • Voicemail
      • Voice Capture
    • Print/Export
  • Managing Resources
    • Audio
    • Custom Service Variables
      • Using Send Post and Variables to Affect Call Flow
    • DCA Agents
    • DCA Skill Sets
    • DCA Skill Set Agent Manager
    • Services
      • Assigned Numbers
      • Bulk Number Assignment
      • Version History
      • Change Log
      • Assignment History
      • Bulk Configuration
    • Numbers
      • Managing Call Plans
      • Number Groups
      • Number Assignment History
      • Number Audit Log
    • Service Templates
    • Data Tables
      • Managing Records
      • Import/Export Records
      • Data Table Audit Logs
    • Phone Book
    • Origin List
  • Pulse Reporting
    • Navigating Pulse Reporting
    • How to set your search criteria
    • Scheduled Reports
    • Available Reports
      • Account Service Number
      • Accounts
      • Allocated Numbers
      • Call Records
        • Call Data
        • Queue Data
        • DCA Data
      • Call Summary
        • Calls
        • Outcome
        • Period
        • Minutes
        • Queue
      • Call Minutes By Account
      • DCA Agent Reports
        • Activity Logs
        • Performance
        • Status
      • DCA License Report
      • DCA Call Detail
      • DCA Number Performance
      • DCA Number Performance Interval
      • DCA Skill Set
      • DCA Skill Set Interval
      • Detailed Call Statistics
      • DTMF Data
      • Feature Usage
      • IVR Script Logs
      • Longest Call
      • Multiplan Audit
      • Service Number Audit
  • Settings
  • Logging Out
  • Platform Features
    • Feature Summary
    • Inbound Fax
    • Mid Call Divert/Mid Call Conference (and Speed-Dial)
    • Call Whisper
    • Conferencing
    • Percentage Distribution Algorithm
    • Call Queuing
    • Call Recording
    • Outbound Call
    • Post Call
    • Mid Call Breakout
    • Default Audio
    • IVR Voicemail Retrieval Telephone Service
    • IVR Service Switcher ("Disaster Recovery") Service
    • Dynamic Call Agent (DCA)
  • Data Retention Policy
  • Videos
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Version Control

This User Guide was last published on 10 Apr 2025

PreviousIntroductionNextPre-Requisites

Last updated 1 month ago

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Update History

Date
Description

10 Mar 2025

Added Convert To Lowercase option to the node.

Added the AI Search Feature.

20 Nov 2024

Added

20 Nov 2024

Added the Enhanced IP Voice Number option to the node.

10 Oct 2024

Updated

10 Oct 2024

Added / / /

12 Jul 2024

Updated

5 Jun 2024

Added

20 Nov 2023

Initial Published

Insert Record
Bulk Configuration
Deliver Call
Settings
Two-Factor Authentication (2FA) Setup
2FA Code Validation
Two Factor Authentication
Revoking 2FA
Audio
View Account Hierarchy