How To Record Calls And Listen To Recordings
How To Record Calls And Listen To Recordings You may want to record calls to be able to review them for quality assurance. Step 1: Ensure you have call recording enabled. Navigate to Settings Phone Numbers Edit. Check the call recording box. Click Update to confirm the changes. Step 2: Listening to Recordings Navigate to Contacts and choose the contact you wish to listen to a reFew readersHow To Add Voicemail Forwarding and Transcription For A Twilio Number
How To Add Voicemail Forwarding and Transcription For A Twilio Number You may want your phone number to forward to another number, and yet sometimes you may want it to directly send a call to voicemail. The caller can leave a voicemail which will be transcribed and emailed to you. Follow these steps to set up the voicemail forwarding within Twilio: Part 1: Update your system settings to have a blank call forwarding number. (https://storage.crisp.chat/users/helpdesk/website/73e550Few readersHow to Delete a Twilio Phone Number
How to Delete a Twilio Phone Number You may want to remove a phone number from your system. To delete a Twilio number, follow these simple steps: Step 1: Navigate to Settings Phone Numbers. Step 2: Choose the phone number you wish to delete. Click the trashcan icon on the right side.Few readersTwilio Error Messages
Twilio Error Messages Twilio is the integrated phone system with the CRM. If you have a Twilio number setup, you can use Twilio to call and send SMS communications to contacts. (If you don’t have Twilio setup, check out our other tutorials and videos!) Below, we'll explain how to find and understand the error codes that may appear so you can troubleshoot any Twilio issues you experience. Part 1: What are Twilio Error Messages? If an SMS is undeliverable or an outbound call is not aFew readersHow To Get an Outbound Phone Number
How To Get an Outbound Phone Number A Twilio number is a digital phone number that can give you full access to your regular call and message routine. You can create an outbound number easily within the app. Part 1: Getting Your Phone Number Step 1: Settings → Phone Numbers → Add Number → Search 3 Digit Area Code (e.g 720, 614, etc.) → Choose the Number You Want → Save. NOTE: SomeFew readersComplete Twilio Setup
Complete Twilio Setup A Twilio number is a digital phone number that can give you full access to your regular call and message routine. There are a few steps to completing the Twilio setup process. Step 1: Create a Twilio Account Locate your Twilio credentials in Twilio. You can find the Auth Token in the Project Info section of the Console Dashboard page. Your project's Auth Token is hidden by default, but you can just click "show" to display it. Copy the SID and Auth Token. Then, youFew readersUnderstanding Twilio Numbers
Understanding Twilio Numbers Below is an overview of how the system selects which Twilio Outbound Number to use for a contact, according to various scenarios: If the contact is assigned to a user, and the assigned user has an inbound Twilio number selected, the system will always default to the inbound Twilio number. If the contact is assigned to a user, and the assigned user does not have an inbound Twilio number, the system will use the Default outbound number selected. If the contaFew readersHow To Convert Voicemail Drop Files into MP3 or WAV
How To Convert Voicemail Drop Files into MP3 or WAV Voicemail Drops require mp3 or wav audio files. This article shows how to properly convert your audio voicemail file to properly utilize Voicemail Drops. What you will need Audacity Step 1: Download Audacity Visit the Audacity website Start your Download - it's free! Step 2: How to properly convert audio files (https://storage.Few readersHow To Set Up Automated Calls And Voicemail Drops Within Your Campaigns And How They Work
How To Set Up Automated Calls And Voicemail Drops Within Your Campaigns And How They Work You can use the Call Event in a campaign to automatically have the system call the customer when that step is reached in the campaign. If the lead answers, it will connect to the assigned user’s phone. This is a very useful tool because you can get your lead and the assigned user on the phone together, just after the lead has opted-in is fresh. Step 1: Create a New Campaign or Open an Existing CampaignFew readersHow Inbound Call Routing Works
How Inbound Call Routing Works Inbound calls can be forwarded to a cell phone but they cannot be answered in the desktop application. You can only make outbound calls from the app. Inbound Call Routing is the process that happens if a prospect calls back the phone number from a text message or the phone call that they received from your CRM outbound number or a number they found on your website, funnel, etc. When a campaign sends out text messages or calls the outbound phone number is the phFew readersHow to Use the Dialer Feature for One-Time Outbound Calls
How to Use the Dialer Feature for One-Time Outbound Calls Using your computer Software as a “softphone” for outbound calls is an excellent way to communicate with leads for one-time calls or for calling through lists. This article will cover calling specific contacts for one-time calls. Please see other articles related to calling through a list of leads/customers. Step 1: Making a Call from the Contacts Page Click on the green call button in the top right. The icon looks like this:Few readersOptions within the Dialer
Options within the Dialer This article will walk through your options while you are on an outbound call through the system. Options Within the Dialer Once you make a phone call from within the app and the call connects, you will have the option to mute the call, open the dialer, put the lead on hold, make a warm transfer or make a blind traFew readersWhat Is The Manual Call Event And How To Use It
What Is The Manual Call Event And How To Use It The Manual Call Event creates a queue of contacts to call. This way when someone logs into the system, they can view the call list and use the sequential dialing function to call through that list. Step 1: Create a Manual Call Campaign Create a new campaign, or go into an existing campaign. Click "Add Event" and choose "Manual Call".Few readersWhisper Message
Whisper Message A whisper message is a short message that you hear on your end of the line when a call is connected. It can help you best serve your customers and have context for a call. To set up your whisper message, follow these steps: Step 1: Navigate to Settings Phone Numbers. Step 2: Click the Edit icon next to the number you wish to update. Step 3: Check the box for "Whisper Message" and write the message in the box. Step 4Few readers