CTM Platform, Hidden Gems

Tags

Discover how tags can help you categorize activities like calls, chats, messages, and more based on your goals.

Hidden Gems

Agent Mobile App

Learn about the app designed for agents on the go.

Flows

Smart Router

Route callers directly based on specific pieces of caller information.

Hidden Gems

Voicemail Setup

Set up a voicemail box to create customized business voicemails using our Voice Menu function.

Softphone

The softphone is a software program for making telephone calls over the Internet using a computer rather than dedicated hardware.  This video will introduce you to the the different functions available when using.  

Flows

Keyword Spotting

Analyzes calls for particular keywords in the transcription of a call so you can take action on leads, sales, and customer queries.

Flows

Voice Menus

Voice menus allows you to route callers based on keypresses or speech recognition.  Callers can listen to a greeting explaining the menu options, and then make a selection.

Flows

Queues

Queues are used to route callers to a group of agents.  Callers who are routed to a queue will wait on hold for an agent to answer based on a series of rules you define in the queue settings.  

Hidden Gems

Presets/Copy

Learn how creating “Presets” and using the “Copy” function can help streamline your account setup