Connectel

Create Staff 7

• 1. Start with this article
• Create Supervisor/User
• Create Agents
• Create Teams
• Add Agents to Team

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Inbound Voice 11

• Create Voice Queues
• Create Working Hours
• Create Temporary Closed hours
• Add Sound Files
• Create IVR (Cally Square)

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Motion Bull (Dialer) 9

• Create Contact List (Leads List)
• Create Working Hours
• Create Queue Campaign
• Create Triggers
• Optional: Create Global Disposition

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Email 7

• Create Contact List
• Optional: Create Email Queues
• Create Email Account
• Optional: Create Tags
• Optional: Create Email Sub Statuses

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Chat 7

• Create Contact List
• Create Chat Queue
• Create Working Hours
• Create Chat Website
• Optional: Create Tags

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Insights 9

• Login to Insights
• Create a report
• Optional: Add widget to report
• Optional: Remove widget from reports
• Edit widget in report

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Skyview 10

• Login to skyview
• Create a new dashboard node
• Walkthrough overview
• Walkthrough dashboard view
• Add widget to dashboard

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Analytics 1

• Using Analytics in the system

Outbound Voice 1

• Out Prefixes

Survey 6

• Create a new survey
• Create users/agents in Survey
• Add new answer group
• Add/Edit factor to a survey
• NPS widget on webpage

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Bank-ID 1

• How does Swedish Bank-ID work

Callback 1

• Getting Started With Callback

Voice Queues 0

Staff 1

• Agent Presence in WebRTC

Skyview 2

• Filter widget data on disposition
• Metrics

Insights 2

• Metrics
• API-Widgets

General 1

• Dispositions

Portal 3

• Multi factor authentication (2FA)
• How to buy and manage numbers in Connectel Portal
• How to manage Insights/Skyview permissions

IVR 2

• How to block caller
• IVR Blocks

Email 1

• Set-Up Modern authentication with Office 365

Trial FAQs 0

API 1

• Find your API-key

How to's 7

• How to create a CDR widget in Skyview and Insights
• How to create Custom metrics - Skyview & Insights
• How to activate Trends in Skyview
• How to add Interactive Buttons to your chat
• How to use Chanspy to listen to Agents calls

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Agents 1

• How to reset and Agents' password

Connectel Helpdesk 1

• How to create a Support Ticket in Connectels Helpdesk

Voice 1

• Working from home as an Agent

Common issues 1

• Common issues, how to troubleshoot issues related to unstable internet connection and the optimal setup for the Connectel platform

Email 1

• Fetching of email stopped working

General 1

• Clearing cookies in Connectel

Implementation of Chat 1

• Implementation of Chat

Implementation of Dialer 1

• Implementation of Dialer

Implementation of Email 1

• Implementation of Email

Implementation of Insights 1

• Implementation of Insights

Implementation of Skyview 1

• Implementation of Skyview

Implementation of Survey 1

• Implementation of Survey

Implementation of Voice 1

• Implementation of Voice

Salesforce 0

Zendesk 1

• Connectel - Zendesk Integration