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CONVOSO SELF-HELP CENTER

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USING TALKPRO ADMIN

Using TalkPro Admin

Self-help and How-to resources for TalkPro Administrators

Talkpro Admin Tutorials

How to Force Campaign for Callbacks.How to set a Callback through SMS button SMS Status Definitions How to upload SMS Opt Out numbers.How to Add a single number in SMS Opt Out List How to Export SMS Opt Out See all 9 articles 

TalkPro Agent Tutorials

Creating a Workflow Automation Different Types of Workflow Relation Logic for After Hours and Schedule Different Types of Workflow Events Different Types of Trigger Actions Workflow Automation: Campaigns See all 17 articles 

SMS

 Getting Started With TalkPro Contact Center

Global Settings

How to Change the Date and Time Format of the System How to Configure Force Continue Recording for Global Settings How to Remove NOT READY and LOG OUT Reason Codes Configure IP Access Whitelist How to Upload Leads with Status in TalkPro Global Settings for Admin Interface See all 10 articles 

Campaigns

How to Setup Campaign Dial Level Schedule How to read the Leads Summary How to Change Opt In and Opt Out Options in SMS Campaigns How to Clone a Campaign How to Setup Campaign Schedules How to Configure Statuses in a SMS Campaign See all 6 articles 

Workflow Automation

How to Upload a Lead List How to activate a leads list within the List Section How to Add a single Phone Number to your DNC List How to Add New List How to archive a List How to Assign Callbacks to Another User See all 31 articles 

User Settings

How to Allow or Restricts Agents from Downloading Recordings How to Show Quick Transfer Call Button in Agent Page How to Show or Hide Reconnect Button from Agents When Leads Hang Up How to Show or Hide the Dashboard from Agents How to Show or Hide Wrap Up Button from Agents How to Allow or Restrict Agents from Sending and Receiving SMS See all 55 articles 

Reporting

How to Upload a Lead List How to activate a leads list within the List Section How to Add a single Phone Number to your DNC List How to Add New List How to archive a List How to Assign Callbacks to Another User See all 31 articles 

Call Center Queues and Inbound Numbers

How to Configure Smart Routes for Inbound Calls How to delete a Queue How to Replace Existing Inbound Numbers or DIDs with New Ones How to Route DIDs to External Numbers How to check which numbers are assigned to a Call Center Queue How to set an Inbound DNC through an IVR See all 21 articles 

APPS - Lead Drips, API, FTP Push

How to Upload, Export, Copy and Merge Recognize Words or Values on Conversational AI Sending Agent Performance via API How to Add API Plugin Sending Call Logs via API Manually Push FTP Recordings and Call Logs How to Insert Leads via API See all 21 articles 

CRM - Lead Layouts and Fields

How to Create Date / DateTime Fields How to create Date, Date & Time field.CRMs that can Intergrate with Convoso How to Create Number Field under Field Type How to Create Email Field under Field Type How to Create Text Field under Field Type See all 21 articles 

Troubleshooting

Calls Sound Choppy Checking for Quality of Service issues with WinMTR (Windows OS)Discrepancies when there is a delay or slave lag on the system External Sip Phone of Any Kind Not Ringing When Called How to Clear your Chrome browser's History, Cache and Cookies How to configure headset on Google Chrome web browser.Calls Sound Choppy See all 9 articles 

Talkpro Admin Tutorials

Updating your credit card information How to Log in to Agent Page using External Phone with Shared Extensions How to Create an Area Code Filter How to Block Numbers from Calling Inbound Lines How to Configure Dynamic Scripts on Campaign How to Run Speech-To-Text Logs See all 54 articles 

PBX

PBX - Setup Extensions for both TalkPro and External Phones How to Configure PBX Voicemail How to Edit Announcements How to Edit a Ring Group How to Edit a PBX Recording How to Edit a Conference See all 17 articles 

Administrators

How to Clone a User How to Clone the Statuses on a Campaign How to Configure Admin User Access Controls How to Delete a Workflow Automation How to Edit Time Conditions How to Re-assign a license from one user to another user.See all 7 articles 