Settings
Articles describing functions in the Settings page of the Admin interface
- Creating keyboard shortcuts for Omni
- Message templates - creating templates for Writer AI
- Adding, editing and deleting activities
- Activity Management
- Creating an Office
- Creating a sponsor
- Sponsors and sponsor accounts
- Message templates overview
- Message templates - canned messages
- Message templates - SMS templates
- Message templates - email templates
- Message templates - calendar emails
- Creating message templates for SMS Order Confirmation
- Assigning VoIP switches
- Adding numbers and flows to the Phone Book
- Sending automated messages based on templates
- Creating Global outcomes
- Creating custom table views
- Outbound numbers and their addresses
- Global settings