To change settings, click on ‘Settings’
To change your Password, click on Change Password. Enter your old password and the new password and click on “Change Password”.
To update mobile and email details, you can click on Change Email/ Change Mobile, and update the details.
To check the last 5 logins, click on ‘Login Details’ tab.
To view the Account manager details, click on “Account Manager Details” tab.
Click on “Account Settings” to change your account preferences. You can set default preferences for your calls through this section. It gives you more control and applies customized settings exclusively for your account. Read on to know the settings you can apply:
Click to Call Settings:
Set your default Dial Duration Limits in minutes and Ring Timeout in seconds (Explained in the Dial Widget) . You can choose whom the call first connects to; incase you want the system to connect the call to the customer first, you can tick on the same option, as shown in the image below. You can specify the callback option for the Click to Call and apply the same, unless there an intervention by an API. These will be considered default for your account. However, if you wish to change the settings, you can always update. You can also choose to apply different settings as per each IVR.
Background Music: You can also choose your default background music when a caller calls you. However, this can be changed in your IVR, while creating the flow. You can also update the setting as per business needs. Detailed explanation of background music is listed in the Dial Widget.
OBD Callback: Through this setting, you can initiate a callback feature for Outbound calls by default, unless overridden by another API.
Inbound Settings: You can choose specific callback for incoming callback completion. However, this can be changed in your IVR, while creating the flow.
Follow up Settings: If you tick on this feature, you can play a follow up message before connecting a call.
SMS Settings: You can also choose to set your default text message to send out to callers or enter an SMS API. If you specify the Sender ID in this column, then that Sender ID will be considered, default. However, you can specify a different Sender ID, while building your IVR flow.
Call Disposition Settings: This settings enable you to enter a webhook api, request body and the header in the call disposition status. You can request as the raw HTTP post method.
Agent Settings: In the agent settings, you can set agent active status. You can also enable a column for the agents to specify the reason to go offline. Agent disposition is also added, where an agent can add the reason clearly to go offline. You can also set maximum interval in minutes and agent online by last used number.
Update Email/Mobile Number
As part of the new settings, you can update the email and mobile number. To do so, follow the steps below:
From the top right corner of the application, click on settings. The settings page will open.
Click on the tab ‘Update Email/Mobile Number’. The following page opens.’
Update the email id and click on ‘Change email. The same is the process for updating mobile number too.
You can now check the last 5 login details of your account. To do so, follow the steps below:
From the settings section, click on Login Details. The following page opens.
To add another layer of security to your account, you can enable the following:
Two Factor Authentication (2FA)
IP Address Filter
To do so, follow the steps below:
From the settings section, click on the tab ‘Security’.
Enable 2FA by switching the toggle button. (shown in the image below)
To add an IP address filter, enter the IP address from where one can access the application. The app will be inaccessible from other IP addresses. (Shown in the image above.
You can add Sub Users who can use and handle your Voice account. You can also assign them permissions based on each feature. To add a new sub-user, follow the steps below:
Click on Settings icon from the top right corner of the voice application. A drop-down appears. From the drop-down, click on “Sub Users”.
Click on icon to add a new Sub User. A Pop-up window appears.
Enter the status “Active” to let know that the user is active and ready to take calls. If this option is not ticked, then the system considers the user as inactive.
Enter the Name and User Name, assign a Password to the user and enter the agent’s email address and the contact details to fill in the form. Click Save. The new user will be added to your account.
You can assign feature-wise permission to the users. To do so, click on icon from the action bar. A popup window appears with the list of features, he can be granted permissions to
Tick on the features you would like to grant access to and click ‘Save’. The boxes that are unticked cannot be handled by the Sub-user.