Category

Calls

Agent Leg Connection

By Calls, Playbooks, User Guide
Agent Leg Connection How the Agent Leg Works with your Phone Playbooks establishes an agent leg connection with your phone in order to track all calls being placed through the platform. Establishing the Agent Leg connection is fast and should happen automatically when you dial a call, however there are...
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Agent Phone Setup

By Calls, Playbooks, User Guide
Agent Phone Setup How to Configure Playbooks to Work with your Phone Playbooks works with your phone to provide you with seamless functionality. You’ll have access to all of Playbooks information and tools while engaging your prospects on the phone. Adding or Editing Your Agent Number Playbooks enables you to...
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Call Path Elements

By Calls
Call Path Elements How Call Path elements are Configured Element Details Below are the available elements that can be added to a Call Path. When you click the vertical ellipses on each element, you get the ability to edit and/or delete it. Clicking edit is how you configure each element....
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Default Inbound Call Paths

By Calls
Default Inbound Call Paths How Default Inbound Call Paths Work Playbooks comes with two Inbound Call Paths already created: Default and Direct Inbound Calls. These paths always route the call to the last rep to contact the caller with some minor differences in how they work. Default Call Path The...
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