Frequently Asked Questions
Getting Started
Call Management
Teams & Hierarchy
Manage Reviews

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Frequently Asked Questions

A comprehensive resource answering common questions about platform requirements, user management, integrations, billing, security, and troubleshooting to help users quickly find solutions without contacting support.

1 article

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Getting Started

A comprehensive guide walking admins through inviting team members via single or bulk methods, managing user roles, and helping users activate their accounts with step-by-step troubleshooting.

2 articles

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Call Management

A detailed walkthrough teaching users how to navigate the Agent Calls interface, use advanced filters to find specific calls, and analyze performance metrics across four key tabs (Summary, Lead Info, Sales Pitch, and Transcript).

2 articles

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Teams & Hierarchy

A complete guide for creating teams, assigning team leaders, building organizational hierarchies, and managing team members through both individual assignments and bulk CSV uploads.

2 articles

Manage Reviews

Transform your coaching process with intelligent call discovery and structured reviews that drive measurable performance improvements.

2 articles