Support for Admins
Dashboard and Overview
- Using the AI Transcriber
- Upgrading the AI Transcriber
- Using the Dashboard
- Agents overview
- Sending messages to agents
- Logging out an agent
Robot dialer
Reports
- Report values explained
- Reporting for Omni
- Analyst AI
- AI Call Summary Report
- Using reports in Admin
- Creating custom order reports
Projects and campaigns
- Results: Consecutive unanswered calls
- Activating AI Transcriber for your projects
- Working with waiting periods
- Viewing the list of projects
- Activating and deactivating projects
- Creating a new outbound project
Users and agents
- Employment information and active and inactive accounts
- Setting outbound email addresses for Outbound agents
- Access rights for agents and projects
- Applying agent capacity rules
- Single sign-on (SSO) for LeadDesk
- Creating an Agent account
Contact Lists
- Overview of the Contact Lists page
- What can a contact card contain?
- Preparing a contact list file for upload
- Adding country code to contacts
- Uploading a contact list
- LD Admin - Contact list logic
Products, Manuscripts, Calendar
- Products overview
- Products - Creating products and services
- Creating Product groups
- Commission management
- Manuscript tool - creating manuscripts
- Manuscript tool - viewing and editing manuscript responses
QA (Quality Assurance)
Inbound
- Playing an announcement when a call is picked up
- Managing inbound calls for Outbound agents
- Connecting a phone number to a call queue
- Viewing and managing inbound routes
- Creating inbound routes for calls
- Creating inbound routes for email
Flows
- Creating inbound flows
- Applet descriptions for call flows
- Applet descriptions for message flows
- Examples of flows
- Using the Reply applet
- Duplicating flows
General Settings
- Message templates - creating templates for Writer AI
- Adding, editing and deleting activities
- Activity Management
- Creating an Office
- Creating a sponsor
- Sponsors and sponsor accounts
Stagelight
Integrations
Managing phone numbers
- Buying phone numbers
- Understanding phone number mandates
- Releasing phone numbers
- Porting numbers to LeadDesk
- Phone number mandates for Denmark
- Phone number mandates for France
GDPR
Admin FAQ
- What does this error message mean?
- How do I reset users' passwords?
- How do I make the use of Single Sign On (SSO) mandatory for users?
- Why am I logged out automatically?
- Can I automatically remove dead contacts?
- How do I enable manual contacts (call, email, SMS) for agents using Omni?