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Knowledge Base
Knowledgebase for Squaretalk
Recent Articles
How to Create and Manage Campaign Scripts
How to Create and Manage Campaign Scripts Campaign Scripts help agents follow a consistent conversation during outbound calls. ?Useful Tip: Scripts can be reused across multiple campaigns. ? Note: Admin permissions are required to create and manage ...How to Create a Campaign in Power Dialer
How to Create a Campaign in Power Dialer Campaigns define how outbound calls are distributed within the Power Dialer, who participates, which contacts are called, and how calls are handled. ? Note: Admin permissions are required to create and manage ...What is Power Dialer?
What is Power Dialer? Power Dialer is Squaretalk's outbound calling solution designed to help teams contact more leads in less time through organized calling campaigns. Instead of manually searching for contacts, agents join assigned campaigns where ...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 ...
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 ...How to Configure the Softphone for SIP Extensions
To obtain the Squaretalk Softphone please visit: https://squaretalk.com/softphone/ If you're having issues logging in your extension ensure you have your current IP whitelisted: https://support.squaretalk.com/portal/en/kb/articles/axiom-settings-ip ...