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INTRODUCTION

Getting Started
Dashboard
Profile
Change and Forgot Password
Sign Out

live or active calls

Active Calls

USERS

Add User
All Users
Pending Users

BILLING

Billing Dashboard
Online Payments
Offline Payment
Transactions
Due Charges
Monthly Account Summaries
Billing Logs

services

third party app integration

Interactions Hub Integrations
Contact Center Studio Integrations

API CONNECT

WebHook
API Dialplan
API Tokens
Click to Call Support API

Call detail records

Call Detail Records (CDR)

INSIGHTS

Insights Dashboard
Call Performance Dashboard
Agent Performance Dashboard
Call Logs

reporting

Reporting Overview
Real Time Reporting
Call Details
- Call Detail Records (CDR)
- Call Logs
HPBX Reporting
- Agent Performance Report
- Department Performance Report
Dialer Reporting
General
Logs

Interactions

Onboarding Guide
Template Management
Permission to Users
Interactions Error Codes
FAQs on Interactions

CHANNELS HUB

Manage Payment Details for a WABA in Meta Business Suite
Pre-requisites & Prep for WhatsApp Channel
Supported Media Types for WhatsApp

Settings

User Management
- Manage Roles
  - Add User Role
  - All Roles
- Manage Team
  - All Members
Manage Settings
- Manage SFTP
  - Add SFTP
  - All SFTP
IP Pool Whitelisting
Channels
Business Information
- Profile
- Notification Management
Reset Password
Logo Management
CDP List Management
Sign Out

MISCELLANEOUS DOCUMENTATION

Click to Call and Service Management App

POLICIES

Data Retention Policy

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Profile

The Profile section includes all of your personal and professional information, as well as the GST, PAN, and KYC forms

Updated 8 days ago

Business Information

Notification Management