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Introduction
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Time Groups
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IVR
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System Recordings
Voicemail
Outbound Services
Manage Campaigns
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Dialer Inbound Queue
Lead Lists
Disposition List
Pause Code List
Account DND List
Quick Transfer List
Dialer Skill Lists
Agent Script
TTS
Reports
Deleted Call Broadcast
Manage Contacts
Template Management
Dynamic Dialplan
Short URL Campaign
AC-CID Lists
Agent Disposition
Survey Campaign
Direct Inward System Access (DISA)
Scheduled Calls
DIALER AGENT PANEL
Inbound Calls
Call Operations
Call Disposition
Call Detail Records
Manual Dial
Schedule Calls
View Agent Script
Update Lead Data
Availing Breaks
Integrations
HPBX Integrations
Zoho CRM
HubSpot
Salesforce CRM
Bitrix24
MS Teams
Freshsales
Microsoft Dynamics 365
Kapture
Freshdesk
Zendesk
Webhook Integration with Google Sheets
Smartflo Microsoft Azure AD
Sangam CRM
Leadsquared
Dialer Integrations
ZOHO CRM
Salesforce CRM
Leadsquared CRM
Freshsales CRM
Zendesk CRM
Customer Connector CRM
API Connect
Getting Started with Webhook
Webhooks
Setting Up API Dialplan
API Dialplan
Click to Call Support API
Insights/Reporting
Real Time Reporting
Active Calls
Agent Real Time Report
Department Wallboard Report
Dialer Real Time Report
Call Details
Call Detail Records (CDR)
Incoming
Click To Call
Broadcast
Dialer
HPBX Reporting
Agent Performance Report
Department Performance Report
Dialer Reporting
Dialer Agent Break Summary Report
Dialer Agent Performance
Dialer Campaign Performance
Dialer Campaign/Queue Half Hourly Summary Report
Dialer Agent Time Entry Report
Dialer Webform Report
General
Custom Reports
Number-Wise Report
SIP Utilization Report
Channel Utilization Summary Report
Logs
SMS Logs Report
Activity Logs Report
Agent Activity Logs
API Logs Report
Email Log Report
Transcription Analysis Report
AWS/SFTP Transfer Logs
INTERACTIONS
Onboarding Guide
Template Management
Permission to Users
Interactions Error Codes
SETTINGS
User Management
Manage Roles
Add User Role
All Roles
Manage Team
All Members
Manage Settings
Add SFTP
Azure SFTP Server Setup for Call Recordings Storage
Bring Your Own AWS Bucket (BYOB) Guide
miscellaneous documentation
Smartflo Softphone
Softphone/Webphone chrome extension
Smartflo Softphone Mac
Smartflo Softphone Windows
Softphone on Android phone
Cause Codes
Click to Call and Service Management App
Smartflo Microsoft Azure AD
Notification Based WhatsApp Setup Guide
Policies
Data Retention Policy
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Updated over 1 year ago
