For AI agents: the docs index is at https://docs.smartflo.tatatelebusiness.com/llms.txt. Append .md to any documentation page URL to get its markdown version.
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Smartflo Softphone – Complete Guide
Introduction
Getting Started
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Pause Code List
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Quick Transfer List
CSAT Survey
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Agent Script
TTS
Reports
Deleted Call Broadcast
Manage Contacts
Template Management
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Short URL Campaign
AC-CID Lists
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Direct Inward System Access (DISA)
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DIALER AGENT PANEL
Inbound Calls
Call Operations
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Call Detail Records
Manual Dial
Schedule Calls
View Agent Script
Update Lead Data
Availing Breaks
Integrations
HPBX Integrations
App Walkthrough
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
Corefactors
Meritto
Dialer Integrations
ZOHO CRM
Zoho CRM Overview
Zoho CRM Integration Guide
How to use Zoho CRM
Leadsquared CRM
Leadsquared CRM Overview
Leadsquared CRM Integration Guide
How to use LSQ CRM
Salesforce CRM
Salesforce CRM Overview
Salesforce CRM Integration Guide
How to use Salesforce CRM
Freshsales CRM
Freshsales CRM Overview
Freshsales CRM Integration Guide
How to use Freshsales CRM
Freshdesk CRM
Freshsales CRM Overview
Freshsales CRM Integration Guide
How to use Freshdesk CRM
Zendesk CRM
Customer Connector CRM
API Connect
Webhook
Call Hangup Cause Codes (Q.850 Standard)
API Dialplan
Create & Configure an API Dialplan
Supported Request Variables
Smartflo Response Format
Customer Response Format (Transformer)
Nested API Dialplans
API Dialplan Use Cases
API Tokens
Create & Configure an API Token
Token Expiry
Token Rotation
Access Control
Token View History
Using & Managing API Tokens
Click to Call Support API
Create & Configure an API Key
Manage API Keys
Call Detail Records
Call Detail Records (CDR)
Insights
INSIGHTS
Insights Dashboard
Call Performance Dashboard
Agent Performance Dashboard
Call Logs
AI Post-Call Analytics (PCA)
Download Manager
Reporting
Reporting Overview
Real Time Reporting
Active Calls
Agent Real Time Report
Department Wallboard Report
Dialer Real Time Report
Call Details
Call Detail Records (CDR)
Call Logs
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
Dialer Schedule Callbacks Report
Dialer CSAT Report
Dialer Video Call Logs
General
Custom Reports
Call Stats
Number-Wise Report
SIP Utilization Report
Channel Utilization Summary Report
Missed Call Report
Logs
Messaging Logs
SMS Logs
Webhook Logs
Activity Logs
API Logs
Email Logs
INTERACTIONS (NEW)
🆕
Configuring WhatsApp Voice and Messaging for New Customers
🆕
Configuring WhatsApp Voice and Messaging for Old Customers
🆕
Interactions Error Codes
🆕
Template Management (OMNICHANNEL)
Channels Hub
Pre-requisites & Prep for WhatsApp Channel
Supported Media Types for WhatsApp
VOICE Streaming
Bi-Directional Audio Streaming Integration Document
Standard Operating Procedure (SOP) for VOICE Streaming
Dynamic and Static WebSocket options in the Voice Streaming page
SETTINGS
User Management
Manage Roles
Add User Role
All Roles
Manage Team
All Members
IP Pool Whitelisting
Manage Settings
Manage SFTP
Add SFTP
All SFTP
Azure SFTP Server Setup for Call Recordings Storage
Manage AWS
Manage Remote Storage
Bring Your Own AWS Bucket (BYOB) Guide
Reset Password
Channels
Business Information
Profile
Logo Management
CDP List Management
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miscellaneous documentation
Smartflo Softphone – Complete Guide
Overview & Prerequisites
Installation & Setup
Calling & Operations
Settings & Preferences
Admin & Monitoring
Troubleshooting & FAQs
Softphone on Android phone
Softphone on IOS
Cause Codes
Click to Call and Service Management App
IOS
Android
FAQs
Smartflo Microsoft Azure AD
Notification Based WhatsApp Setup Guide
Troubleshooting & FAQs
Policies
Data Retention Policy
Customer Service Support SLA
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Smartflo Softphone – Complete Guide
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