Engage
Getting Started
Inbox & Conversations
- How to Assign Conversations to Team Members in Engage
- How to Filter, Search and Sort Conversations in Engage
- How to Manage Conversations in Engage (Read, Star, Close and Trash)
- How to Organise Conversations with Labels in Engage
- Troubleshooting the Engage Inbox
- How to Reply to Messages and Switch Channels in Engage
- How to Start a New Conversation in Engage
- How to Use Message Templates in Engage
- How to Create Views in Engage
Clients & the Client Panel
SMS
Phone Calls
- Call Recordings, Transcripts, Outcomes and Notes in Engage
- Fixing Microphone and Audio Problems in Engage
- How to Make and Receive Calls in Engage
- How to Set Up a Call Menu (IVR) in Engage
- How to Use Voicemail in Engage
- The Calls Tab: Your Clinic's Call Log in Engage
- How to Set Up the Calls Channel in Engage (Buy a Number)
- Buying a UK Number: Business Verification in Engage
- Call Setup: Numbers, Team Assignment and Call Settings
- How to Set Up Call Routing for a Number (Hours, Ring Groups and Voicemail)