Email

In this category you will find guide to set up you Email channel

Create Contact List
To create a contact list you first go to "Contact Manager" > List Then you press the plus sign in the right lower corner. Giv...
Mon, 28 Sep, 2020 at 9:09 AM
Optional: Create Email Queues
To create an Email queue you go to "Email" > "Email Queues" Then press the plus sign in the lower right cornerĀ  Giv...
Wed, 30 Sep, 2020 at 9:32 AM
Create Email Account
To connect to a new email account you go to "Email" > "Email Accounts" and press the plus sign in the lower right corner. Fi...
Wed, 30 Sep, 2020 at 4:57 PM
Optional: Create Tags
To create tags to go Tools > Tags Then press the plus sign in the lower right corner to create a new tag. Give it a name, a description...
Wed, 30 Sep, 2020 at 9:32 AM
Optional: Create Email Sub Statuses
To create email Sub statuses you go to "Email" > "Email Sub Statuses" Then press the plus sign in the lower right corner ...
Wed, 30 Sep, 2020 at 9:32 AM
Optional: Add Global Canned Answers
Global Canned Answers will be available in all text based interactions regardless of channel. To add Global Canned Answers you go to "Tools" &...
Wed, 30 Sep, 2020 at 9:33 AM
Optional: Add Global Dispositions
To create global conditions that are available for all interactions go to Tools > Dispositions Then press the plus sign in the lower right corne...
Mon, 28 Sep, 2020 at 9:09 AM