Help & documentation
How the desk works, screen by screen — for agents, retention, managers and partners. Everything here describes what the system does today.
Signing in, the sidebar, the three dialers, and the rules every call follows.
Finding the right lead fast: filters that stick, sortable columns, pools, quality flags.
The Leads page in the dialer, auto-dial, outcomes, callbacks, caller IDs, and what the messages mean.
Today, callbacks, outcomes you owe, targets, converting a lead.
The client book, Today for retention, deposits, hand-off from sales.
Getting leads to agents, watching the desk, and the reports that matter.
How numbers are chosen, capped, watched and rested; the pbx.im and Telnyx trunks.
How affiliates push leads and pull statuses; what every field means; the LEAD → CLIENT → FTD stages.
What the automatic checks tell you about a lead, and how to run the manual tools for a suspicious one.
See what the customer sees while you help them — with optional two-way voice — branded as your own service.
What the on-server AI does with recordings and CRM data, where each result appears, who sees it, and what it never does.
Short, click-only drills for every module, picked for you from your own calls; what managers see and assign.
Where each switch lives.
A short text goes out when a lead's call ends in voicemail; replies land on the lead's page and STOP is honoured automatically.
Ask the assistant how something works; open a ticket when something is wrong. Managers handle tickets with the AI's triage beside them.
Short answers to the questions that come up on the desk.