Start here!

Created by Jens Leijon, Modified on Mon, 14 Aug 2023 at 03:18 PM by Hannah Peters

Below you have a summary of links that will be useful in setting up Connectel for the first time. Follow the guides in the order listed below.

If you are already familiar with the platform and just need to be guided in setting up a new queue, learn about settings etc., you can find the guides under the folder Getting Started.

Set up your staff:

  1. Create your Supervisors
  2. Create your Agents
  3. Create your Teams
  4. Customize your pause statuses

When this is done you can proceed with setting up your Channels and Queues:

  1. Inbound Voice
  2. Motion Bull Dialer
  3. Email
  4. Chat
  5. Survey

To set up your Dashboards and Reports, use these guides:

  1. Skyviewfor realtime Dashboards
  2. Insightsfor historical reports

Connectel Academy
Please don't skip our video courses which walk you through the different parts of the Connectel Platform.

Access Connectel Academy here.

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