Email

In this category you will find guide to set up you Email channel

Optional: Add Global Dispositions
To create global conditions that are available for all interactions go to Tools > Dispositions Then press the plus sign in the lower right corne...
Tue, 8 Nov, 2022 at 6:54 AM
Create Contact List
To create a contact list you first go to "Contact Manager" > List Then you press the plus sign in the right lower corner. Giv...
Tue, 8 Nov, 2022 at 6:54 AM
Optional: Create Email Queues
To create an Email queue you go to "Email" > "Email Queues" Then press the plus sign in the lower right corner  Giv...
Tue, 8 Nov, 2022 at 6:54 AM
Optional: Create Tags
To create tags to go Tools > Tags Then press the plus sign in the lower right corner to create a new tag. Give it a name, a description...
Tue, 8 Nov, 2022 at 6:54 AM
Optional: Create Email Sub Statuses
To create email Sub statuses you go to "Email" > "Email Sub Statuses" Then press the plus sign in the lower right corner ...
Tue, 8 Nov, 2022 at 6:54 AM
Optional: Add Global Canned Answers
Global Canned Answers will be available in all text based interactions regardless of channel. To add Global Canned Answers you go to "Tools" &...
Tue, 8 Nov, 2022 at 6:54 AM
Create Email Account
Read this article to learn about how to set up Modern Authentication with Office365. To connect to a new email account you go to "Email" > &q...
Thu, 15 Dec, 2022 at 4:41 PM