KB
Knowledge Base
Knowledgebase for Squaretalk
Recent Articles
How to Connect Your Mailbox
How to Connect Your Mailbox The Mailbox feature allows users to connect their Gmail account directly to the Squaretalk Platform and manage emails without leaving the workspace. Once connected, users can view, organize, search, and reply to emails ...How to Create and Manage Canned Messages
How to Create and Manage Canned Messages Canned Messages allow admins to create reusable, predefined responses that agents can quickly insert into conversations. This helps teams respond faster, maintain consistency, and improve communication across ...Understanding Call Wrap-Up Priority Hierarchy
Understanding Call Wrap-Up Priority Hierarchy The Squaretalk Platform allows admins to configure Call Wrap-Up behavior at multiple levels. When more than one configuration exists, the system follows a defined priority hierarchy to decide which ...Understand & Change Primary Groups
Understand & Change Primary Groups Users in the Squaretalk Platform can belong to multiple groups, but only one group acts as the Primary Group for Call Wrap-Up logic. The Primary Group is used when: no Campaign Wrap-Up configuration applies no Queue ...How to Configure Call Wrap-Up Per Group
How to Configure Call Wrap-Up Per Group Call Wrap-Up can be configured directly at the Group level to create consistent post-call workflows for teams. This configuration is applied when no Queue or Campaign Wrap-Up settings are available. ? Note: ...
Popular Articles
Settings - Communication - Ext creation & Phone number management
This article will provide you an overview of the Communication section and functionality within the Settings of Matrix Extension Creation and management: 1. Navigate to your Matrix settings by clicking "Settings" on the left-hand side: 2. Under the ...Settings - Permissions
This article will provide you with an overview of the Permission section, functionality as well as how to create a custom one: You will be able to see the settings tab only if you have admin rights. 1. Click Settings to navigate to the settings page ...Statistics and Reports - Call history
This article will provide you an overview of the Call History report and it's functionality: To navigate to the Call History, first click on Statistics and Reports and then click on Call History from the drop down menu: From the Call History you can ...Agents View - Dashboard
This article will give you an overview of the dashboard from an Agents point of view as well as functionality: 1. Upon logging in you will be prompted to choose your Campaign: 2. After choosing your Campaign you will be presented with your dashboard ...Adding Prefixes
In order to add Prefixes to your numbers, please follow the steps below: Prefixes add a custom number/s that must be dialed before dialing a specific number and can be used for additional functionality. Example: You can use this to split calls for ...