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v1.0

v1.0

Tokens

Getting Started with Servetel
Working with Tokens

WebHook

WebHook

Whitelisting

Whitelisting

API Dialplan

API Dialplan

Introduction

Login
Dashboard
Profile
Reset Password
Sign Out

live or active calls

Active Calls

services

third party app integration

Integrations
Bitrix24
Freshsales
Google Data Studio
HubSpot CRM
Kapture CRM
LeadSquared CRM
MS Teams
Salesforce CRM
Zendesk CRM
Google Sheets Integration
Zoho CRM

Dialer agent panel

Inbound Call
Call Operations
Call Disposition
Call Detail Records
Manual Dial
Schedule Calls
View Agent Scripts
Update Lead Data
Availing Breaks

Billing

Billing
Billing Dashboard
Online Payments
Offline Payments
Transactions
Due Charges
Monthly Account Summaries

Call detail records

Overview
Incoming
Click To Call
Broadcast
Dialer

reporting

Notification Management
Reporting
Number Wise Reports
Call Stats
SMS Logs
Activity Logs
Email Logs
Department Performance Report
Agent Activity Logs
Transcription Analysis
Agent Performance Report
Department Wallboard
Scheduled Email Reports
Dialer Agent Time Entry Report
Dialer Agent Performance
Dialer Campaign Performance
Dialer Agent Break Summary Report
Dialer Campaign/Queue Half Hourly Summary Report
Dialer Real-Time Report
AWS/SFTP Transfer Logs
Channel Utilization Summary

Settings

Overview
User Management
Manage Settings
Business Information
CDP List Management

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User Management

User Management allows you to manage users by adding team members and giving them specific roles with different permissions.

Updated 5 months ago