Admin Guide

Add Team Member

Step 1: Invite team members

1. To invite team members, please click Settings > Users and teams > in the bottom left corner Users and click the "Invite user" button on the page.

2. Fill in the basic information of the member to be invited, and click the button "Add". The system will send an activation email to the member's email address.

Step 2: Team members accept the invitation

The member finds the corresponding activation email, clicks the button "Activate Account" to accept the invitation, and completes the account activation

Calling Settings

Basic Configuration

Click the [Settings] button after the business number to be configured to enter the Calling configuration interface

Allow Voice Calls: When enabled, your customers can initiate calls to your business number on WhatsApp. If this switch is turned off, no user will be able to initiate a call to you on WhatsApp

Allow the call icon: After enabling, your customers will see the call icon in conversations with you and your profile. When the switch is turned off, customers will not be able to see the call icon in chats and will not be able to call your business through any call records. However, they can still dial the number via messages that include a call button.

Assignment Rule Setting

Enter the assignment rule settings page for Calling. Add the corresponding team or specific members to the list. Further manage and view the list of personnel through addition, deletion, and search.

You can choose the following call distribution rules:

1. Randomly assign calls to currently online agents (random assignment)

2. Prioritize assigning calls to the agent with the lowest number of calls received on the day (load balance assignment)

Calling Tags Settings

Administrators can access the call tag interface in the Calling submenu by clicking the Setting button in the lower left corner, and perform operations such as adding, deleting, modifying, and querying call tags

View Calling Logs

Enter and view historical call data via the Calling logs in the lower left corner of the Calling interface. You can filter call records using the filter button at the top, and click on a specific call record to view call details