Start here for a guided setup of users, apps, permissions, reporting tools, and call features.
This guide walks through creating users, assigning permissions, building user groups, setting up client profiles, and creating phone apps.
Explore how to configure workspaces to organize teams, manage access, and control what users see and use across the system.
In this section, you'll configure disposition tags to categorize calls by outcome—ideal for tracking performance or campaign results.
Here you’ll find steps to enable on-demand call recording, including how to start or stop recordings using feature codes.
Personal Dashboard Guide (Account Portal)
Set up personalized dashboards for your team, complete with live queue data, missed call grids, and real-time performance insights.
Manage shared and internal contact directories available to users in the system.