KB
Knowledge Base
Knowledgebase for Squaretalk
Recent Articles
How to Use the Today's Agenda Widget
How to Use the Today's Agenda Widget The Today's Agenda widget provides quick access to your upcoming schedule without opening the full Calendar. The widget is available from the application header via the Calendar icon. Open & View Today's Agenda ...How to Schedule Callbacks and Follow-Ups
How to Schedule Callbacks and Follow-Ups Callbacks and Follow-Ups help ensure every customer interaction is completed on time by creating future activities directly within the Squaretalk Calendar. They can be created manually from the Calendar or ...How to Use Team Calendars
How to Use Team Calendars Team Calendars provide visibility into your team's schedules, making it easier to coordinate meetings, callbacks, and workloads across multiple users. Go to Calendar → Team Calendars. By default, the calendar displays events ...How to Create and Manage Calendar Events
How to Create and Manage Calendar Events The Calendar helps you manage meetings, callbacks, follow-ups, and personal tasks directly within the Squaretalk Platform. It provides a single place to organize your schedule and stay on top of upcoming ...How to Create and Manage AMD Profiles
How to Create and Manage AMD Profiles Answering Machine Detection (AMD) helps identify voicemail and answering machines during outbound calls. Keep in mind, each campaign can use one AMD Profile only. ? Note: Admin permissions are required to create ...
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 ...