Dashboard
Here, you can quickly access live data, My Numbers, TTS, and Manage Contact Groups. You can customize them based on your level of access.
Click to Call
Click to Call functionality helps you call agents or customers instantly with a single click.
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Simply, click the Click to Call button on the top-right corner of the page.
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Under Customer Number, enter the desired number from the dial pad.
Note: Customer numbers must be between 10 and 15 digits long, with the prefixes +91 and 0 allowed. For example, 9973XXXXXX, +919873XXXXXX, and 09873XXXXXX.
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Choose the agent who would be handling the call under Select Agent.
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Under Select Number, choose the DID number from which you want to make the call.
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Click on the Call button.
Take a look at the below video to understand how login-based calling works:
Call Notes
You can take down notes while conversing with the customer and note down important points for future follow-ups.
Send SMS
The portal allows you to send SMS with the click of a button.
- Click the Send SMS button on the top-right corner of the page. This opens up a dialog box.
- Enter the Mobile Number on which you want to send the SMS.
- Choose Text (For English) from the dropdown menu as Message Text Type.
- Finally, type the message in the given field area.
- Click the Send button to send the message across. Click Close to abort the action anytime.
The SMSs sent history can be seen under SMS Logs.
Updated over 1 year ago